On-site ProgramSPEAKER BIOS & PRESENTATIONS Any bios and presentations made available to AGA are...
Transcript of On-site ProgramSPEAKER BIOS & PRESENTATIONS Any bios and presentations made available to AGA are...
On-siteProgram
SEARCH APP STORE FOR
ldquoAGA PDT 2018rdquo TO
DOWNLOAD THE EVENT APP
AGACGFM PDT18
For generously contributing their time and expertise in developing this outstanding program we recognize
MEMBERS Demek Adams Grant Thornton
Barbara Bail DLA
Tim Baker NE
William Bell MA
Donna Bernier EY
Edward Blansitt MD
Sefton Boyars
Suzanne Bump MA
Lawrence Capuder WCPA
Carol Chandler DoS
Ali Chemkhi CA
Douglas Criscitello MIT
Ronald Crupi
Karin Dasuki DoE
Beryl Davis GAO
Colin Duncan Deloitte
Laura Durback DoD
Amy Edwards Treasury
Sal Ercolano Jr Williams Adley
Kim Farington FirstNet
Matthew Fitzsimmons Treasury
CO-CHAIRS
Mark Easton Dep CFO Ofc of the Under Secrsquoy of Defense (Comptroller) DoD Liaison
Sherrill Norman State of Florida Auditor General
Antoine (Tony) Elachkar Managing Dir Guidehouse
Full details of the technical committee members can be found at httpswwwagacgfmorgPDTProgram-Scheduleaspx
Megan Gaillard FL
Catherine Gao GSA
Teresa Grancorvitz NSF
Kevin Greer CGI
Tim Gribben SBA
Linda Hamel USDA
Charles Hester Sr
Keila Hill USPTO
Benjamin Howe Dept of VA
Raquenel Jackson Dept of VA
Katie Kirstein GrantSolutions
Kim Laurance DoD
David LeBlanc
Paul Lionikis Crowe
Deborah Loveless TN
Maribeth McCarthy Mastercard
Thalia Melendez NY
Lealan Miller Eide Bailly
Godwin Onyema Ndukwe Sr IRS
Bert Nuehring Crowe
Chidilim Okonkwo NASA
Cynthia Osga MI
Christopher Paslawski DOI
Wendy Payne FASAB
Mary Peterman AOUSC
Sonja Rimmer Lyft
Eva Robinson JP Morgan
John Roland Jr MIL
Anthony Scardino USPTO
Steven Shannon IMA
Doreen Shute CliftonLarsonAllen
Jeffrey Steinhoff KPMG
Marilyn Tenewitz FL
Robert Tuccillo FTA
Tracey Walker RSM US
Reed Waller DOJ
Dorothy Walsh MA
Stephen Watson TFC
Demetric Williams USDA
David Zavada Kearney
PDT 2018 Technical Committee
2 AGACGFM | PDT18
Dear Friends and Colleagues
Welcome to AGArsquos 2018 Professional Development Training (PDT) I hope you are as excited as I am to explore sessions on accounting auditing business management finance ethics and more
The theme of my presidential year was ldquoAccountants and Accountability Professionals Working Together to Make Government Work Betterrdquo AGA training events such as
PDT can make that objective a reality PDT is the event for government financial management professionals
PDT is always my favorite training and networking opportunity of the year So while you are in Orlando be sure to take advantage of our robust schedule Attend and participate in as many sessions and networking events as possible and take the time to visit our exciting exhibit hall to learn about the new developments in the field When you see me around be sure to say ldquohellordquo
I would like to take a moment to recognize and thank our PDT technical committee Without their tireless efforts talents and time this event would not be successful
Thank you for attending this yearrsquos PDT and supporting AGA on our mission to advance accountability transparency and leadership across all levels of government
Sincerely
James R Arnette Jr 2017ndash2018 AGA National President
ContentsContinuing Professional Education (CPE) 4
Tips amp Information 5
Schedule at-a-Glance 8
Agenda 10
Sponsors 38
Exhibitors 46
Glossary 54
Convention Center Floor Plans 55
Welcome
AGA PDT 2018 | ORLANDO 3
FREE
WiFiIN CONVENTION
CENTER Network PDT2018 Password RSMUS
CPE Tracking ProcessPer requirements set forth by NASBA AGA tracks attendance for effective and efficient reporting
Your name badge is imprinted with a unique barcode Name badges will be scanned at random times for each session as you enter or exit AGA will use the process to tally your attendance and create your continuing professional education (CPE) certificate CPE certificates will be available online to print two weeks after the training Only registrants who are paid in full will be eligible for CPE hours Questions Contact 800 AGA 7211 ext 322 or educationagacgfm org
CPE RecognitionCheck your certification programs for recognition of CPEs earned during AGArsquos national educational events
CPEs earned can be used to fulfill CGFM
CPE requirements Learn more wwwagacgfmorgcgfm
NASBA RegistryAGA is registered with the National Association of State Boards of Accountancy (NASBA)
as a sponsor of CPE on the National Registry of CPE Sponsors State boards of accountancy have final authority on the acceptance of individual courses for CPE credit Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website wwwnasbaregistryorg National Registry of CPE Sponsor ID 104201
CPE Fields of StudyEach sessionrsquos Field of Study (FOS) is indicated within the agenda
ACC Accounting
ACCG Accounting (Governmental)
AUD Auditing
AUDG Auditing (Governmental)
BETH Behavioral Ethics
BMO Business Management and Organization
COMS Communications and Marketing
FIN Finance
HR Human ResourcesPersonnel
IT Information Technology
MGMT Management Services
PD Personal Development
SK Specialized Knowledge
STAT Statistics
TAX Taxes
4 AGACGFM | PDT18
Continuing Professional Education
Name Badge PolicyYour badge is proof of registration and allows you access to sessions post-training events and the exhibit hall Please wear it
The exhibit hall is only open to registered attendees
Spouses and guests may accompany you to the Presidentrsquos Appreciation Event on Wednesday evening
Medical Emergencies Personal Safety and Special AssistanceThe emergency contact information you provided is on the back of your name badge Please verify the information mark any changes and add any medical conditions or allergies Any information regarding a disability will remain confidential
If you require special assistance please let AGA staff know or stop by the Registration Desk Because many arrangements require pre-planning requests received on-site cannot be guaranteed In the event of an emergency please contact the Emergency Life Line (x55555) from any house phone
Photography DisclosureBy participating in this training event you grant AGA the right to use your name and photograph for promotional materials
AllergiesDietary RestrictionsAttendees who notified us about food allergies or dietary restrictions that prevent them from eating the standard entreacutee selection are provided with a vegetariangluten-free meal
Substitutions may not be possible Please make alternative meal arrange-ments if you have severe food allergies or specific dietary restrictions
Lead Retrieval DisclosureExhibitors can rent a lead-retrieval system to track visitors to their booth Allowing an exhibitor to scan your badge indicates your consent for the exhibitor to obtain your contact information and correspond with you
QuestionsCommentsConcernsFor information regarding AGArsquos administrative policies including refunds and cancellations email meetingsagacgfmorg
AGA PDT 2018 | ORLANDO 5
Tips amp Information
National Award CeremoniesThroughout the PDT AGA
recognizes individuals who have made outstanding contributions to
the association and the government financial management profession it serves See the Awards Program for
more information and schedule
Attendee ResourcesSPEAKER BIOS amp PRESENTATIONSAny bios and presentations made available to AGA are posted in the online agenda or the mobile app
RECORDED SESSIONSAttendees receive free
access to the recorded sessions in the online library
See flyer in your attendee bag for instructions on how to access free online recorded sessions
Note Recordings will be available 14 business days post-PDT Recorded sessions are not eligible for CPE credits
Be part of the discussionVisit the App store or Google Play and search for ldquoAGA PDT 2018rdquo to download the app Then access sessions exhibitors and floor plans view speaker information and connect with fellow attendees and more from your mobile device
1 Open the PDT 2018 app click the ldquoEngagerdquo icon and select the session you want to join
2 Click the ldquoAskrdquo button to submit a question
3 Read questions fellow attendees ask Up-vote a question by clicking the arrow on the left-hand side of the question the most popular questions rise to the top
4 You can also respond to polls and evaluate sessions
6 AGACGFM | PDT18
AGA PDT
2018
Check the PDT app or visit www agacgfm orgpdtsteps to log your steps
Two ways to win
1 walk 10000+ steps per day for a chance to win FREE registration to an upcoming AGA event or
2 walk the most steps in a day and win a gift card
READY SET WALK
Tips amp Information
Stop by the amp Social Media HubLOCATION CRYSTAL FOYER
Has your LinkedIn profile been neglected Itrsquos time for a profile makeover Enhance your online brand build your network and increase engagement on your LinkedIn profile Our experts can review your profiles in under 10 minutes and give you tips to take your LinkedIn profile to the next level Thatrsquos not all Learn how to tweet and use social media platforms for your personal and professional development
Attendee Conduct PolicyAGA is dedicated to providing a safe hospitable and productive environment for everyone attending our events regardless of ethnicity religion disability physical appearance gender or sexual orientation It is important to remember that a community where people feel unsafe or threatened is neither healthy nor productive AGA prohibits intimidating threatening or harassing conduct during our training events This policy applies to speakers staff exhibitors sponsors volunteers contractors and attendees PDT participants found to have violated this policy may be sanctioned including being removed from the PDT and barred from future events at the discretion of AGA
AGA PDT 2018 | ORLANDO 7
Play the PDT SCANvenger Quest for a Chance to Win Great PrizesPLAY SCAN WIN1 On the PDT 2018 app menu
tap ldquoLoginrdquo and enter your Badge Number You must login to play the game
2 Complete fun and simple tasks Scan QR codes using the built-in QR reader in the PDT app
3 Top 10 points earners will win gift cards and Top 3 will each receive $100 gift card Check the Leaderboard in the PDT app at 1200 p m on Wednesday July 25 to see if yoursquore a winner and collect your winnings at the PDT registration Badge identification required
Scan this QR code now and earn 25 points instantly
See flyer in your PDT bag for more information
MEET YOUR MATCH
PDT 2018W
IN G
REAT PRIZES
WINSee y
our attendee bag fo
r deta
ils
TIME EVENT LOCATION
SU
ND
AY
JU
LY 2
2 8 am ndash 6 pm Registration Open Palms Foyer
815 ndash 11 am National Board of Directors (NBD) Meeting Canary 3-4
1030 am ndash 1 pm Intergovernmental Partnership Steering Committee Meeting (invitation only)
New Orleans
1110 am ndash noon Bonus Session Dorsquos amp Donrsquots of Social Networking
Crystal H
1130 am ndash 1 pm AGA Past National President Luncheon New York
1130 am ndash 230 pm AGA Past National Treasurer Luncheon Washington
1245 ndash 4 pm AGA Executive Session (invitation only) Grand 9-11
1 ndash 215 pm Concurrent Sessions See page 10
230 ndash 345 pm Concurrent Sessions See page 11
4 ndash 450 pm Concurrent Sessions See page 12
5 ndash 7 pm Welcome Event with Exhibitors RoyalSabalSago
MO
ND
AY
JU
LY 2
3 6 ndash 630 am Early Morning Stretch amp Exercise Grand 8B
630 am ndash 4 pm Registration Open Palms Foyer
7 ndash 8 am Continental Breakfast with Exhibitors RoyalSabalSago
7 am ndash 630 pm Exhibit Hall Open (closed noon ndash 1 pm) RoyalSabalSago
8 ndash 830 am Opening Ceremony Cypress Ballroom
830 ndash 945 am Plenary Session Cypress Ballroom
930 am ndash 5 pm LinkedIn amp Social Media Hub Open Crystal Foyer
945 ndash 1030 am Coffee Break with Exhibitors RoyalSabalSago
1030 ndash 1145 am Concurrent Sessions See page 14
1145 am ndash 1 pm Luncheon and Awards Ceremony Cypress Ballroom
1 ndash 150 pm Plenary Session Cypress Ballroom
205 ndash 320 pm Concurrent Sessions See page 16
320 ndash 4 pm Coffee Break with Exhibitors RoyalSabalSago
4 ndash 515 pm Concurrent Sessions See page 19
515 ndash 630 pm Monday Event with Exhibitors RoyalSabalSago
All sessions in Crystal H Crystal C-F and Cypress Ballroom are live streamingAll sessions in Crystal H Crystal C-F and Cypress Ballroom are live streaming
8 AGACGFM | PDT18
Schedule at-a-Glance
TIME EVENT LOCATION
TU
ES
DA
Y J
ULY
24 6 ndash 630 am Early Morning Stretch amp Exercise Grand 8B
630 am ndash 4 pm Registration Open Palms Foyer
7 ndash 8 am Continental Breakfast with Exhibitors RoyalSabalSago
7 am ndash 405 pm Exhibit Hall Open (closed noon ndash 1 pm) RoyalSabalSago
8 ndash 915 am Plenary Session Cypress Ballroom
930 ndash 1020 am Concurrent Sessions See page 22
930 ndash 11 am Professional Ethics Board Meeting Washington
930 am ndash 5 pm LinkedIn amp Social Media Hub Open Crystal Foyer
1020 ndash 11 am Coffee Break with Exhibitors RoyalSabalSago
11 ndash 1150 am Concurrent Sessions See page 24
1150 am ndash 1250 pm Luncheon and Awards Ceremony Cypress Ballroom
105 ndash 220 pm Concurrent Sessions See page 26
105 ndash 325 pm AGA Digital Executive Session (invitation only) Grand 9-11
235 ndash 325 pm Concurrent Sessions See page 28
325 ndash 405 pm Coffee Break with Exhibitors RoyalSabalSago
330 ndash 545 pm Young Professionals Roundtable Miami
405 ndash 455 pm Concurrent Sessions See page 30
405 ndash 530 pm CPAG Meeting New Orleans
8 ndash 10 pm AGA Networking Reception Marriott Hotel Lobby Bar
WE
DN
ES
DA
Y J
ULY
25 6 ndash 630 am Early Morning Stretch amp Exercise Grand 8B
630 am ndash 4 pm Registration Open Palms Foyer
715 ndash 815 am National Awards Breakfast Cypress Ballroom
820 ndash 10 am Plenary Sessions Cypress Ballroom
10 ndash 1030 am Coffee Break Crystal Foyer
10 am ndash 4 pm LinkedIn amp Social Media Hub Open Crystal Foyer
1030 ndash 1145 am Concurrent Sessions See page 33
1145 am ndash 1245 pm National Awards Luncheon Cypress Ballroom
1 ndash 2 pm FMSB Meeting Washington
1 ndash 215 pm Concurrent Sessions See page 35
230 ndash 3 pm AGA National President Gavel Exchange Cypress Ballroom
3 ndash 4 pm Closing Plenary Session Cypress Ballroom
6 ndash 11 pm Presidentrsquos Appreciation Event RoyalSabalSago
All sessions in Crystal H Crystal C-F and Cypress Ballroom are live streamingAll sessions in Crystal H Crystal C-F and Cypress Ballroom are live streaming
AGA PDT 2018 | ORLANDO 9
8 am ndash 6 pm
Registration Open
815 ndash 11 am
National Board of Directors (NBD) MeetingCANARY 3-4
AGA national officers will report to the NBD on the 2017ndash2018 program year results and discuss plans for the 2018ndash2019 program year All members are welcome
1030 am ndash 1 pm
Intergovernmental Partnership Steering Committee Meeting (invitation only)NEW ORLEANS
1110 am ndash noon
Bonus Session Dorsquos amp Donrsquots of Social NetworkingCRYSTAL H | FOS COMS
Wersquove come a long way from the time of MySpace mdash the social network landscape is constantly changing Learn which social networks deserve your attention and how to use them to enhance your professional brand and voice
M Lyndsay McKeown Marketing amp Graphics Manager AGA
1130 am ndash 1 pm
AGA Past National President LuncheonNEW YORK
1130 am ndash 230 pm
AGA Past National Treasurer LuncheonWASHINGTON
1245 ndash 4 pm
EXEC1 Executive Session Building the CFO Organization of the Future (invitation only)GRAND 9-11 | FOS HR
Innovation is in the driverrsquos seat and data analytics and robotics are the engine Do federal CFOs have the team they need Wersquoll focus on this challenge in a creative and innovative way by looking at three major levers for success Determining the skills needed in this ldquonew normalrdquo attracting the right talent and retaining and developing your current staff who have demonstrated their commitment to your agency
M Michael Herrinton Partner EY
1 ndash 215 pm
S100 Conduct and Ethics Guidance in a Gray WorldCRYSTAL H | FOS MGMT
Every accountant and auditor knows that at any point an ethical challenge can present itself Learn how to manage situations that can lead to your honor being compromised mdash such as clients facing jail time managing large amounts of money and innocent-seeming requests
M Charles Hester InstructorConsultant AGA RVPndashWest Coast Region
10 AGACGFM | PDT18
Agenda mdash Sunday ModeratorM
Check PDT app for speakers
S101 Governmental Accounting in Academia mdash Where Have You GoneCRYSTAL A-B | FOS HR
In recent years the number of governmental accounting courses offered at colleges and universities has decreased This session will explore how this trend affects the field and how to find and train future government accountants
M Barbara Bail Staff Accountant DLA
S102 Successful Improper Payment Programs Connecting Technology and ERMCRYSTAL C-F | FOS MGMT
Learn how improper payment programs can be effective by incorporating the ERM profile of each payment site location and identified strong control objectives of the business processes
M Mike Wetklow Dep CFO and Div Dir NSF
S103 Powering Excellence and Accountability with RPACRYSTAL M-Q | FOS IT
Do you have the important time-sensitive information needed to be captured from diverse sources then converted to a standard format and transmitted on an hourly basis 247 Automating manual tasks increases productivity and reduces human error resulting in improved processing time and a strong ROI for your agency Transform financial management and help other agencies employ digital workers
M Thomas Spann Head of Fed Sales amp GM Automation Anywhere
230 ndash 345 pm
S104 Managing ChangeCRYSTAL A-B | FOS HR
Managing change is critical for maintaining your workforce and ensuring a pleasant and positive work environment for your organization and clients This session will explore how to use change mdash like changing budgets requirements and new regulations mdash to make a more stable workforce and environment
M Melinda Miguel Dep IG AOC
S105 Blockchain Itrsquos Not Just BitcoinCRYSTAL M-Q | FOS IT
With the rising popularity of Bitcoin do you know what to expect This session will explore critical details of Bitcoin such as distributed ledger technology and Blockchain This session will also explore the reasons behind this trend and if it is the next dot-com bubble
M George Fallon Mgr RMA Associates LLC
S106 Can Grant Managers Meet the New Compliance RequirementsCRYSTAL K-L | FOS MGMT
Grants managers must work to ensure grantees are prepared to effectively and compliantly accomplish grant goals and ensure granteesrsquo systems are compliant with complex data standards and new requirements This session will feature grants program managers as they discuss how they assess and address their various program risks
M Roger Von Elm Principal CliftonLarsonAllen LLP
AGA PDT 2018 | ORLANDO 11
Sunday mdash AgendaGlossary on page 54Check PDT app for speakers
S107 The New Tax Reform is HereCRYSTAL C-F | FOS TAX
The new tax reform brings many new changes to both businesses and individuals This session will explore how tax reform will affect governments your workplace and your taxes
M John Roland Jr VP MIL Corporation
S108 Getting Through the Report Writing and Review Process Without Losing Your SanityCRYSTAL H | FOS AUD
Yoursquove completed the audit and found resultshellip if you could just get it out the door Join us in discussing how auditors communications analysts and senior managers can work together to maximize a reportrsquos readability and effectiveness mdash while remaining collegial
M Mark Bell AIG Audits NSF
4 ndash 450 pm
S109 Managementrsquos Discussion and Analysis Bridging the lsquoGAAPrsquoCRYSTAL C-F | FOS ACC
Managementrsquos discussion and analysis is a key component of financial reporting It tells the reporting entityrsquos story regarding operations service levels successes challenges and future expectations This session will discuss the challenges in concisely achieving GAAP requirements with todayrsquos abundance of data
M Wendy Morton-Huddleston Principal Grant Thornton LLP
S110 Effective Audit and Audit Resolution PracticesCRYSTAL M-Q | FOS AUD
This session will examine both the roles of the auditor and auditee using the Cooperative Audit Resolution and Oversight Initiative (CAROI) The session will highlight resolving audit findings successfully using the viewpoints and evidence from both aspects It will also emphasize the engagement of the proper stakeholders and responsible parties
M Dave LeBlanc SVP-at-Large AGA
S111 Hot Off the Press The New and Improved Yellow BookCRYSTAL H | FOS AUDG
The 2017 Yellow Book represents a modernized version of the standards and helps auditors hold the organizations they audit accountable Panelists will explore the new requirements included in the book such as those related to auditor ethics independence and professional judgment and competence
M Berri Davis Dir GAO
S112 IgniteCANARY 1-2 | FOS PD
During this fast-paced fun and entertaining session each presenter has 20 slides mdash which auto-advance every 15 seconds mdash to tell their personal story This might be bold and possibly brash but it wonrsquot be boring
M Susan Fritzlen COO AGA
5 ndash 7 pm
Welcome Event with ExhibitorsROYALSABALSAGO
12 AGACGFM | PDT18
Agenda mdash Sunday ModeratorM
Check PDT app for speakers
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
AGA PDT 2018 | ORLANDO 13
Sunday mdash AgendaGlossary on page 54Check PDT app for speakers
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
PiYotrade LIVE mdash sweat and burn calories with fusion-style movements inspired by yoga and Pilates This class incorporates dynamic balance strength flexibility and functional training with upbeat music All levels welcome and no equipment is needed Prizes will be given daily plus a grand prize
630 am ndash 4 pm
Registration Open
7 ndash 8 am
Continental Breakfast with ExhibitorsROYALSABALSAGO
8 ndash 830 am
Opening CeremonyCYPRESS BALLROOM
830 ndash 945 am
M100 Plenary Session Monday MorningCYPRESS BALLROOM | FOS ACCG
Hear GAOrsquos comptroller general discuss changes from last yearrsquos US government financial position progress on key GAO initiatives and what GAO and auditors might look forward to in the future
Gene Dodaro Comptroller General GAO
M Ann Ebberts CEO AGA
945 ndash 1030 am
Coffee Break with ExhibitorsROYALSABALSAGO
1030 ndash 1145 am
M101 Wersquove Got the Data Now WhatGRAND 12-14 | FOS ACC
With the DATA Act data is becoming more consistent and reliable Agencies have a plethora of interesting federal obligation and spending data at its fingertips While some agencies see it only as an exercise in compliance others are starting to realize there is a lot of potential with this data Join this session to explore these points hellip and more
M Dave Mader Chief Strategy Officer Deloitte Consulting
14 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
M103 Natural Disasters and Accountability Related to Government FundingCRYSTAL C-F | FOS AUDG
Congress has allocated tens of billions of dollars in disaster-related aid to help communities recover from the devastating hurricanes and wildfires of 2017 States and local governments are also supporting this recovery During this session hear what agencies are doing to ensure government accountability for such aid
M Berri Davis Dir GAO
M104 Building the Future Workforce for StateLocal GovernmentsCRYSTAL H | FOS BMO
How are state and local government leaders recruiting and attracting the next generation of accountants Join the roundtable to see how different offices are fighting back against the ldquosilver tsunamirdquo
M Lealan Miller AGA FMSB Chair
M105 Driving Competitive Advantage with TBMCRYSTAL K-L | FOS BMO
Like any new method process or automation tool Technology Business Management (TBM) will impact federal agencies their technology management and business teams Join this session to learn more about how TBM is creating standards and business views that are meaningful to CIOs and CFOs
M Kevin Greer VP CGI Federal
M106 Accelerating Shared Services for Finance and Accounting OperationsGRAND 9-11 | FOS BMO
For nearly 20 years the federal government has been considering the use of shared services Progress has been slow especially in the area of consolidating duplication and overlap in areas such as finance and accounting This panel examines approaches to accelerate shared services in operations
M Rowan Miranda CFO Advisory Practice Leader Accenture Federal Services
M107 Advanced Process Automation Increasing Productivity with RoboticsCANARY 3-4 | FOS IT
The Fiscal Service and other federal agencies are testing robotic process automation to minimize repeatable manual operations in core financial management processes Learn about future trends in the financial industry along with potential applications that will transform the financial management community Senior leaders across agencies will share trends and discuss the priorities ahead This session will be of interest to the federal state and private sectors
M Craig Fischer Program Mgr Fiscal Service
AGA PDT 2018 | ORLANDO 15
Monday mdash AgendaGlossary on page 54Check PDT app for speakers
M108 OCFO of the Future mdash What Does It Look LikeCRYSTAL M-Q | FOS MGMT
What does the OCFO look like in the age of robotics Blockchain data analytics and cloud computing Attend this session to hear from an expert panel to learn what CFOs are doing to integrate new technology into their organizations and their roles
M Joe Kull Dir Guidehouse
M109 Taking Care of CustomersCRYTAL A-B | FOS PD
Customers are people too hellip and the reason you exist But when has anyone ever trained you to deal with them Take a moment to learn some elements of what it means to take care of customers with more stories and more energy thatrsquoll give you something to think about
M Mary Peterman Dep Chief Finance and Procurement AOUSC
1145 am ndash 1 pm
Luncheon and Awards CeremonyCYPRESS BALLROOM
1 ndash 150 pm
M110 Plenary Session Curing Adultitis mdash Your Prescription for Less Stress and More SuccessCYPRESS BALLROOM | FOS PD
Adultitis is an epidemic that is coming hard after us every day It infiltrates even the best environments producing stress and burnout Learn practical tips for reclaiming your passion bringing more fun and less stress to the job at hand
Jason Kotecki Artist Author Founder of Escape Adulthood
M Mark Easton Dep CFO ndash Comptroller DoD
205 ndash 320 pm
M111 Itrsquos a Disaster Before During and AfterCRYSTAL A-B | FOS ACC
Is your agency equipped for a disaster Hear from federal state and local officials about the challenges and best practices when preparing for responding to and accounting for disasters
M Mary Peterman Dep Chief Finance and Procurement AOUSC
M112 Governance Over Financial Statements IT Control RiskGRAND 9-11 | FOS ACCG
Join a panel of experts as they discuss key resources in the federal space In particular the experts will take a closer look at a management assessment framework for IT general controls in support of the annual assurance process and conclusions
M Scoey Alexander Sr Mgr Kearney amp Company
CGFMs donrsquot forget to wear red or apparel with the CGFM logo
on Tuesday to celebrate CGFM Day
16 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
M113 Lessons Learned from Real-life FraudsCRYSTAL C-F | FOS AUDG
This session will feature presentations of frauds committed by state and local governments Panelists will also discuss how the perpetrators circumvented controls or took advantage of the absence of controls
M Maribeth McCarthy Dir Bus Dev Mastercard
M114 Conducting Audits in Challenging EnvironmentsCRYSTAL K-L | FOS AUDG
Conducting audits in unique environments presents challenges Whether itrsquos in a remote village on the other side of the world in the middle of a disaster or at an unexpected location here at home mdash this session highlights some of these challenges and discusses strategies for overcoming them
M Sal Ercolano Sr Advisor Williams Adley
Follow us guidehouse_us linkedincomcompanyguidehouse-us
Introducing Guidehouse formerly PwC Public Sector oering the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected We invite you to learn more at guidehousecom
copy 2018 Guidehouse
Hi wersquore (not so) new here
AGA PDT 2018 | ORLANDO 17
Monday mdash AgendaGlossary on page 54Check PDT app for speakers
M115 DATA Act Opportunities to Become More Data-DrivenGRAND 12-14 | FOS FIN
Hear about steps Treasury and other federal agencies have taken to improve the quality of the data published on USAspendinggov and explore opportunities for federal state and local governments to use the data to improve performance and outcomes
M Aileen Burgman Sr Policy Analyst Treasury
M116 ldquoKnock Knock rdquo ldquoWhorsquos ThererdquoCRYSTAL H | FOS IT
New innovations in cognitive technology and authentication give government officials a better understanding of who is ldquoknockingrdquo at the door Through cognitive technology digital identity will not only allow government to more effectively and efficiently police access but it will enable citizens to safely electronically engage with government This session will explore digital identity and the new role it can serve as it moves from policing to enabling access
M Tony Hubbard Principal KPMG
M117 Governmentrsquos Blockchain Journey mdash Lessons LearnedCANARY 1-2 | FOS IT
Blockchain has potential to bring security efficiency and speed to a range of services and processes How should agencies look to incorporate Blockchain into the way they function today Panelists will share successes pain points and lessons learned from standing up solutions from Blockchain technology
M Christina Canavan Dir Deloitte
M118 CFO and CIOs 2018 Models for Synergy and SuccessCANARY 3-4 | FOS MGMT
CFO and CIO experts discuss the intersection of policies and management issues that impact them The session will also discuss how these leaders can work together to improve efficiency and transparency reduce risk and strengthen the workforce offering models for success
M Daniel Meers Natrsquol Leader Transformation RSM LLP
M119 The Art of Tinkering Tiny Ways to Transform EverythingCRYSTAL M-Q | FOS PD
Drive innovation achieve new levels of happiness and uncover hidden opportunities by learning the art of tinkering In times of uncertainty and change the small things really do make the biggest difference
M Lisa Casias Dep Asst Secrsquoy for Administration Commerce
320 ndash 4 pm
Coffee Break with ExhibitorsROYALSABALSAGO
More than one concurrent session you want to attend
Donrsquot forget recorded sessions will be archived and available for one year
18 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
4 ndash 515 pm
M120 Audit Tips for Federal Disaster Response EffortsCANARY 3-4 | FOS AUDG
Hear about lessons learned and advice for auditing federal disasters The panel will discuss prior audit findings recom-mendations and tips from previous audits Attendees will also learn insights from Emergency Management Oversight Teams
M Steve Rickrode Dep Asst IG for Audit USDAndashOIG
M121 Financial Audits or Performance AuditsCANARY 1-2 | FOS AUDG
Financial audits have been the backbone of audit shops in state and local government Recently though some of these organi-zations have redirected their efforts into performance audits to give legislators more information on how agencies are meeting their missions This session will explore the differences and similarities between these two audit models and which one could best serve your organization
M Gerry Boaz Tech Mgr TN Div of State Audit
M122 March of the Robots mdash Join the ParadeCRYSTAL H | FOS IT
Software robots or ldquobotsrdquo operate like humans and our understanding of them continue to rapidly evolve During this session the panel will explore experiences of three organizations now implementing intelligent automation solutions
M Kirke Everson Managing Dir KPMG
M123 Moving Federal Financials to the Cloud Two Case StudiesROOM CRYSTAL K-L | FOS IT
Remaining status quo when it comes to financial management systems can cost your agency time and money Join this session to hear from agencies who have eliminated barriers towards growth and moved their agencyrsquos financial management systems to a secure compliant agile and forward-thinking model
M John Nemoto VP Hybrid IT CGI Federal
M124 Swamped and Overwhelmed How to Cope with Data Overload CRYSTAL A-B | FOS MGMT
Agencies have amassed large volumes of data about business operations services and customers Few agencies though have fully tapped this resource to measure and improve performance This panel describes how data can better support federal agency performance management efforts
M Kris Naleszkiewicz Sr MgrndashFinance Analytics Lead Accenture Federal Services
M125 Leadership Gold NuggetsCRYSTAL M-Q | FOS PD
Participants will learn ldquogold nuggetsrdquo of leadership wisdom accumulated during decades of studying practicing and teaching leadership This session will include a panel discussion of these leadership fundamentals and their application in a variety of professional accountability careers
M Paul Barrett Professor Longwood Univ
AGA PDT 2018 | ORLANDO 19
Monday mdash AgendaGlossary on page 54Check PDT app for speakers
M126 What Caused My Risk GRAND 12-14 | FOS STAT
Root cause analysis is often a forgotten element of resolving issues because the focus tends to be more on correcting the issue than evaluating the cause This session will feature this proactive approach to problem resolution to help prevent issues from happening in the future
M Kenneth Donohue Former HUD IG
M127 Ethics in the WorkplaceCRYSTAL C-F | FOS BETH
This session will cover the components of ethical behavior as well as the need to maintain an ethical environment in the workplace Participants will learn tips and techniques to create and maintain an environment that is ethical and conducive to the mission of the organization
M Marsi Woody Financial Exec Officer Idaho State Police
M128 Citizen-Centric Reporting mdash Turning Data Into InformationGRAND 9-11 | FOS ACCG
Hear how AGArsquos Citizen-Centric Reporting (CCR) can be used as an electronic portal to an agency See examples of how agencies have taken enormous amounts of data found on government websites and turned it into pages of focused and easy to read information for the consumer and citizen
M John Lynskey Controller NSF
515 ndash 630 pm
Monday Event with ExhibitorsROYALSABALSAGO
20 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
Health and Dental benefits designed exclusively for federal employees retirees and their families
We stand by you
gehahealth
gehacom
8008216136
OR-ADS-0318-004
Health and Dental benefits designed exclusively for federal employees retirees and their families
We stand by you
gehahealth
gehacom
8008216136
OR-ADS-0318-004
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
See description on page 14
630 am ndash 4 pm
Registration Open
7 ndash 8 am
Continental Breakfast with ExhibitorsROYALSABALSAGO
8 ndash 915 am
T100 Plenary Session Leading from Any SeatCYPRESS BALLROOM | FOS PD
With real-world stories and insights from in and out of the cockpit Shannon Huffman Polson offers tangible leadership lessons for you to seek out your own targets and incorporate them into your own profession By examining leadership and situational challenges Shannon empowers others to lead and thrive in any dynamic environment
Shannon Huffman Polson Former US Army Captain and Pilot
M Doug Glenn AGA Immediate PNP
930 ndash 1020 am
T101 A Future Financial Reporting ModelCRYSTAL M-Q | FOS ACCG
Data and tools exist to provide consumable financial data to internal and external users by providing multiple ways of finding answers What if the data and tools were integrated into a digital model Join this session to learn how digitized data can reinvigorate the way we communicate and interact with financial information
M Tasha Austin Sr Mgr Deloitte
T102 Emerging Issues in State Government AccountabilityCRYSTAL C-F | FOS FIN
States often face many demands on their operation mdash coming from both a local and federal level This session will explore how two states are dealing with these pressures and what the future balancing act of demands looks like for them
M Melinda Miguel Dep IG AOC
T103 Leveraging Data Analytics Transforming Data Into Better DecisionsCRYSTAL H | FOS AUD
As data analytics become more commonplace in government agencies can leverage analytics tools to make better decisions and improve the effectiveness and efficiency of their programs This session will explore how analytics can be used to enhance decision-making
M Shivendra Verma Principal Grant Thornton LLP
PDT18 Follow us
AGACGFM
22 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T104 Implementing the Revised OMB Circular A-123 Appendix ACANARY 1-2 | FOS AUDG
This session will focus on the newly released revision to OMB Circular A-123 Appendix A Hear about the renewed focus on data quality planning as well as flexibilities provided around agency control activities
M David Zavada Sr Partner Kearney amp Company
T105 What Are Subrecipients Doing with Your MoneyGRAND 9-11 | FOS BMO
During this session attendees will hear what a subrecipient monitoring program should include
M Nasr Fahmy Asst Dir for Financial Assistance Oversight DHSOCFOFinancial Assistance Policy and Oversight
T106 Letrsquos Get Uncomfortable and Talk About Sexual HarassmentCANARY 3-4 | FOS HR
Victims of sexual harassment are speaking up and the alleged harassers are being exposed Join this important and timely session to learn what you can do to prevent sexual harassment in your workplace and create a safer work environment
M Karen Wilson Principal Public Sector Practice Guidehouse
T107 Hey Bot mdash What Can You Do for MeCRYSTAL K-L | FOS IT
Robotic Process Automation (RPA) has found its way into the government This session will discuss how federal agencies are currently using RPA and the potential for leveraging cognitive automation and artificial intelligence as the next steps in the intelligent automation process
M Adam Goldberg Exec Architect Fiscal Service
T108 Next Generation ERP Systems for Federal AgenciesGRAND 12-14 | FOS MGMT
This panel will examine ldquowhatrsquos nextrdquo for ERP systems at a time when many federal agencies need to modernize their financial systems This session will debate on-premise vs cloud single vendor vs best of breed agency owned and maintained vs shared services and outsourced support
M James Harris Finance and Enterprise Performance ndash Sr Mgr Accenture Federal Services
T109 Managing Large Complex Federally Funded Grants and ContractsCRYSTAL A-B | FOS SK
Increased scrutiny of large complex grants and contracts require agencies better assess their project risks develop mitigation strategies and monitor outcomes This session covers approaches to manage civilian and military construction projects measure earned-value and improve outcomes
M Bert Nuehring Partner Crowe LLP
AGA PDT 2018 | ORLANDO 23
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
930 ndash 11 am
Professional Ethics Board MeetingWASHINGTON
1020 ndash 11 am
Coffee Break with ExhibitorsROYALSABALSAGO
11 ndash 1150 am
T110 Innovations in Public PerformanceCRYSTAL K-L | FOS ACCG
Not surprisingly citizens want to know what they are getting for their tax dollars Panelists will discuss the performance measures and innovative techniques for engaging citizens developed by governments to help inform taxpayers
M Shivendra Verma Principal Grant Thornton LLP
T111 Setting the Foundation for TransparencyCRYSTAL A-B | FOS ACCG
This is a discussion of lessons learned from the first year of the DATA Act and next steps to improving transparency This session will discuss one agencyrsquos approach to successfully implementing the Act and next steps to improving its results
M Robert Shope Partner EY
T112 Federal Financial Audit Approach AlternativesGRAND 12-14 | FOS AUD
This session will share ideas identified by a federal CFO council workgroup to improve the nexus of costs benefits risks and burdens of the Agency Financial Report audit process
M Scott Bell Sr Staff Accountant Treasury
T113 How to Integrate Non-financial and Financial ReportingCRYSTAL M-Q | FOS AUDG
Explore how agencies leverage internal control over financial reporting organization structure knowledge and tools to address non-financial internal control requirements
M Jon Rymer Dir Lynch Consultants LLC
T114 Go Green From Overhead to Higher Training BudgetsCANARY 1-2 | FOS FIN
This session will discuss ways a department agency or business can decrease costs and allocate more resources towards employee training and professional development
M Chidilim Okonkno Systems Accountant NASA
T115 Where Did My Data Go and Why Should I CareCRYSTAL C-F | FOS IT
How have breaches and data disclosure incidents affected organizations from an economic and reputational perspective This session will discuss the impact of ransomware and other malicious attacks that restrict access to modify or delete your data
M Sarah Mirzakhani IT Principal CliftonLarsonAllen LLP
24 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T116 Application of Emotional IntelligenceCRYSTAL H | FOS PD
Everyone has dealt with ldquodifficultrdquo co-workers and individuals This session will explore how to handle different types of personalities by growing your own emotional intelligence
M Megan Gaillard Dir of Audit Palm Beach Co ndash OIG
T117 CFO SurveyGRAND 9-11 | FOS ACCG
This yearrsquos AGA CFO survey focuses on the tools and processes needed to help agencies address current budgetary challenges and mandates Join this session to hear the results of the online and in-person survey and discuss the findings with a panel of current and former CFOs
M Jim Taylor Managing Dir Grant Thornton LLP
copy 2018 Becker Professional Education Corporation All rights reserved
The knowledge you need to help prepare you for the next level of success
Becker Continuing Professional Education
Whether yoursquore a CPA CGFM CDFM DoD FMCIA CFE CMA or need GAGAS Becker offers Continuing Professional Education (CPE) tohelp meet your needs
With Becker CPE your accounting audit and fi nance professionals receive the timelyand relevant knowledge needed to help themstay ahead
Take advantage of our Subscription Program for unlimited use of Beckerrsquos CPE
+ Special rate forGovernment Agencies
+ Live Webcast and OnDemand formats(24x7 access)
+ Includes streaming videoand video courses
For more details on this program please visit agacgfmorgonlineCPE or contact John Gioeli at jgioelibeckercom
AGA PDT 2018 | ORLANDO 25
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T118 Letrsquos Get Uncomfortable and Talk About Sexual Harassment (repeat session)CANARY 3-4 | FOS HR
See description on page 23
M Karen Wilson Principal Public Sector Practice Guidehouse
1150 am ndash 1250 pm
Luncheon and Awards CeremonyCYPRESS BALLROOM See page 41
105 ndash 220 pm
T119 Certified Government Financial Manager (CGFM)CRYSTAL A-B | FOS PD
Discover the value of the CGFM designation Participants will hear from colleagues on why they pursued this certification and how it has helped advance their careers and distinguish them from others in their field You will also learn tips for preparing for the three CGFM exams
M Katya Silver Dir of Professional Certification AGA
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
T120 Leadership Ethics and Decision Making in Early AuditsCRYSTAL K-L | FOS BETH
Everyone is faced with various levels of ethical dilemmas at work and leadership can often create a culture that promotes unethical behavior without realizing the consequences Join this session to explore how ethics are integral to the behavior of employees and the impact of the behavior on early audits
M Robert Hart Sr Mgr EY
T121 Disrupting Improper PaymentsCRYSTAL H | FOS IT
Preventing improper payments is a government-wide challenge Join this session to learn how to make significant improvements and leverage disruptive technology to promote data sharing recipient authentication and encourage stakeholder collaboration Panelists will share best practices and explore ways to address root causes
M Steven Bernstein Exec Dir Electronic Payments Product Exec JP Morgan Treasury Svcs
T122 Fraud in Federal Assistance ProgramsCRYSTAL C-F | FOS AUDG
This session will give attendees an in-depth look at how fraud in federal programs was handled by state agencies federal grantors and state prosecutors This topic will explore case studies on the Summer Food Service Program and the Child and Adult Care Food Program
M Jeff Hart AGA PNP
Like us on
26 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T123 AGArsquos Grant Survey Improving Grantee ComplianceGRAND 12-14 | FOS MGMT
Recognizing challenges with grantee compliance AGA conducted a nationwide survey of federal grant recipients on implementation issues related to the Uniform Guidance (2 CFR 200) This session will focus on strategies and activities to address the most troubling areas identified by respondents
M James McKay Principal SME Grants Management Line of Business KGS
T124 Agency Risk Profile Lessons Learned and ValueCANARY 1-2 | FOS MGMT
This session will focus on agenciesrsquo experience from their A-123 Risk Profile definition process This session will include discussion of lessons learned outcomes achieved and value created
M Daniella Datskovska Dir ERM and Internal Control TFC Consulting Inc
Helping you succeed is ours Learn more at KPMGcomusfederal
Anticipate tomorrow Deliver today
copy 2017 KPMG LLP a Delaware limited liability partnership and the US member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (ldquoKPMG Internationalrdquo) a Swiss entity Some of the services or offerings provided by KPMG LLP are not permissible for its audit clients or affiliates NDPPS 677263
Your business is serving the public
AGA PDT 2018 | ORLANDO 27
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T125 Conflict in the Workplace Surviving and ResolvingCRYSTAL M-Q | FOS PD
Explore the types and causes of conflict in the workplace Participants will learn how to handle and manage conflict in the workplace Experts will share techniques for dealing with co-workers supervisors and staff in various situations involving both positive and negative conflicts
M Peggy Javery Acting Assoc CFO USDA
T126 FASAB Update Leases and More to ComeCANARY 3-4 | FOS ACCG
Hear from FASAB staff about recently-issued standards open proposals and proposals under development FASAB staff will discuss implementation of the new standards Additionally insights regarding new developments will be shared along with tips to help you prepare
M Wendy Payne Exec Dir FASAB
105 ndash 325 pm
EXEC2 AGA Digital Executive Session (invitation only)GRAND 9-11 | FOS IT
Learn about emerging technologies that may soon change the way you support your organizationrsquos mission Understand priorities challenges issues and opportunities from government leaders Engage in a highly interactive and engaging discussion on the latest strategies for digital transformation and exchange ideas and solutions with colleagues that you can bring back to your organization
M Kevin Greer VP CGI Federal
235 ndash 325 pm
T127 Medicaid The Elephant in the RoomCANARY 3-4 | FOS ACCG
Medicaid is a critical service in the lives of millions of Americans It is also a major expense for both federal and state entities This session will explore the ways that federal managers and state auditors are collaborating to make sure that these allocated dollars are spent wisely
M Kinney Poynter Exec Dir NASACT
T128 Path to Auditability Implementing New FASAB StandardsCANARY 1-2 | FOS ACCG
This session will provide an understanding of SFFAS 48 Opening Balances for Inventory Operating Materials and Supplies Stockpile and SFFAS 50 Establishing Open Balances for General Property Plant and Equipment and discuss tips for successful implementation Additionally participants will hear about implementing the standards mdash including the pitfalls and best practices for success
M Eveka Rodriguez Partner Grant Thornton LLP
T129 Data Analytics for FraudCRYSTAL A-B | FOS AUDG
Proactive data monitoring and use of data analytics can prevent your entity from being subject to a public fraud This session will show attendees how proactive data analysis techniques and tools can save money prevent bad publicity and detect fraud faster with fewer resources
M Sarah Hays Programming Dir Data Coalition
28 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T130 Planning for Federal Funding DecreasesCRYSTAL C-F | FOS FIN
State and local governments federal funding sources are always in flux This session will feature a panel of state and local government leaders discussing what plans they have in place in the event of a reduction of federal funds
M Lealan Miller AGA FMSB Chair
T131 My Data Was Just BreachedCRYSTAL K-L | FOS IT
Access to data is key to effective analytics However with recent data breaches security standards around data transfer and storage have tightened This session discusses steps to follow to ensure secure handling of data in analytics programs
M Phil Magrogan COO Immersion Consulting
MAKES A DIFFERENCE
Find the six dierences in the two photos Present at booth 202 for your prize
2677 Prosperity Avenue Suite 100 Fairfax Virginia 22031 wwwkforcegovcom Kforce_govKGS
RISKMANAGEMENT
COMPLIANCE ampAUDIT SERVICES
GRANTSMANAGEMENT
FINANCIALIMPROVEMENT
FINANCIALTECHNOLOGY
AGA PDT 2018 | ORLANDO 29
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T132 Communicating Effectively Skills and TechniquesCRYSTAL M-Q | FOS COMS
Improve your communication skills with colleagues customers supervisors and staff mdash and learn how to adjust styles based on with whom you communicate verbally vocally and visually This interactive session will address the needs concerns and frustrations of communicating effectively in todayrsquos workplace
M Dave LeBlanc SVP-at-Large AGA
T133 The Presidentrsquos Management Agenda and the Uniform GuidanceCRYSTAL C-F | FOS MGMT
The Presidentrsquos Management Agenda (PMA) was released in March 2018 This session will discuss the PMA Cross Agency Priority (CAP) Goal 8 Results-Oriented Accountability for Grants This session will also discuss the connectivity between OMBrsquos Uniform Guidance the PMA and the future vision for the world of grants
M Charles Hester InstructorConsultant AGA RVPndashWest Coast Region
325 ndash 405 pm
Coffee Break with ExhibitorsROYALSABALSAGO
330 ndash 545 pm
Young Professionals RoundtableMIAMI | FOS PD
Hear what accomplished leaders deem essential success factors for young professionals in todayrsquos ever-changing and challenging government financial management environment Interactive QampA will focus on leadership networking communication mentorship advancement and change management Speed networking session immediately follows for participants
405 ndash 455 pm
T134 Uniform Guidance Year Three mdash What You Still Donrsquot KnowCANARY 1-2 | FOS AUDG
The Uniform Guidance has been in effect for more than three years yet there are still several aspects to implement This presentation will explore those topics as well as best practices identified over the past three years
M Lealan Miller AGA FMSB Chair
T135 Protect Taxpayer DollarsGRAND 12-14 | FOS AUDG
Government vendors have larger and more contractual requirements which can lead to greater need for vendor audits Join this session to explore how vendors are audited to make sure they provide the government with the full set of contracted services and ultimately protect taxpayer dollars
M Kim Farington CFO FirstNetHave session ideas
for PDT 2019Join the PDT technical
committee email meetingsagacgfmorg
30 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
ARE YOU READY
cohnreznickcomindustriespublic-sector
CohnReznick helps forward-thinking public sector organizations address stringent regulatory requirements strengthen risk managementand achieve their business goals
Visit Us at Booth 302
T136 Improving Federal Government Employee MoraleCRYSTAL M-Q | FOS HR
What resources are available in the federal government structure to keep employees engaged and satisfied Are there things that the finance community can and should be doing to support employee morale in their agencies This session will explore how government offices can make changes that can result in higher productivity and employee engagement
M Anthony Scardino Dep Under Secrsquoy and Dep Dir USPTO
T137 Process Robotics Building Finance Bots LIVECRYSTAL A-B | FOS IT
Hear from digital labor experts about how operations improvements with robotics and cognitive solutions can drive greater efficiency cost management and employee morale This session will also feature a live demo of digital labor currently in action at a federal agency
M Chris Huff US Public Sector RPA Lead Deloitte Consulting LLP
AGA PDT 2018 | ORLANDO 31
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T138 Be Our Guest Magical Service for Finance CustomersCRYSTAL C-F | FOS MGMT
Disney has legendary customer service Hear about the practices taught by the Disney Institute and learn how you can deliver world-class financial accounting and audit services in your own organization
M Reed Waller Asst Dir Financial Management Initiatives Group DOJ
T139 Next Generation Leaders New Skills and New NeedsCRYSTAL H | FOS PD
Much has been discussed about millennials in the workplace but what are the keys to building the younger generation into effective leaders This session will explore how their immersion in technology gives them strengths and challenges when taking on new responsibilities as leaders in the federal workplace
M Doreen Shute Managing Principal CliftonLarsonAllen LLP
T140 Program Evaluation mdash Letrsquos Tell the TruthCRYSTAL K-L | FOS MGMT
This session will discuss the benefits of conducting program evaluations to determine program effectiveness support data analyses and make informed budget decisions Hear from federal state and local representatives who have conducted program evaluations and learn how the results were used
M Robert Tuccillo CFO Federal Transit Administration
T141 Look No Further Intergovernmental Job Aids to the RescueGRAND 9-11 | FOS ACCG
Learn about available tools guides and job aids for all levels of government developed by AGArsquos Intergovernmental Partnership (IP) program During this session government leaders will showcase tools and other resources available on AGArsquos website (wwwagacgfmorgtools-resources)
M Clark Partridge State Controller AZ
405 ndash 530 pm
Corporate Partner Advisory Group (CPAG) MeetingNEW ORLEANS
CPAG representatives and those from organizations interested in joining the program are invited to participate in this annual business meeting This meeting is an excellent opportunity to network with other corporate partner representatives and learn how to maximize your organizationrsquos partnership with AGA
8 ndash 10 pm
AGA Networking ReceptionMARRIOTT HOTEL LOBBY BAR
Join us for some after-dinner networking and socializing
32 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
See description on page 14
630 am ndash 4 pm
Registration Open
715 ndash 815 am
National Awards BreakfastCYPRESS BALLROOM
820 ndash 910 am
W100 Plenary Session OMBTreasuryDoD UpdateCYPRESS BALLROOM | FOS ACCG
David Lebryk Fiscal Asst Secrsquoy Treasury
David Norquist Under Secrsquoy of Defense (Comptroller) CFO DoD
Tim Soltis Dep Controller OMB
M Ann Ebberts CEO AGA
910 ndash 10 am
W101 Plenary Session Innovate the Way You InnovateCYPRESS BALLROOM | FOS PD
Learn how to create a culture of innovation within your organization Mr Shapiro will highlight how to use a challenge-centered approach to measure innovation the process of experimentation and how to maximize return on investments
Stephen Shapiro Innovation Expert
10 ndash 1030 am
Coffee BreakCRYSTAL FOYER
1030 ndash 1145 am
W102 One on One with GASB mdash An UpdateGRAND 9-11 | FOS ACCG
Meet with members of the GASB to receive the most up-to-date information regarding GASB standards exposure drafts and other projects that affect governments and their auditors
M Lealan Miller AGA FMSB Chair
W103 DoD Audit UpdateCANARY 1-2 | FOS AUD
This session will focus on the major audit and financial improvement activities underway across DoD
M Bryan Nelms Principal Kearney amp Company
W104 Understanding and Using the New Service Organization Control ReportsCANARY 3-4 | FOS AUDG
This session will discuss the significant changes underlying the new service organization control reports issued under AT-C 320 (formerly SSAE 16)
M Asif Khan Dir FM and Assurance GAO
W105 Managing in the Changing Workplace EnvironmentCRYSTAL A-B | FOS HR
Hear about the techniques and tools available to managers to maintain a team-building environment with a significant number of employees teleworking
M Thalia Melendez Dir of Audit Svcs NY State Educ Dept
AGA PDT 2018 | ORLANDO 33
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W106 Data All Around Us mdash CFOrsquos Move to a New NormalCRYSTAL M-Q | FOS IT
Advanced data analytics have turned data into powerful insights to manage programs and enhance the citizen experience as never before This session will explore how the availability of data is changing the role of the CFO
M Jorge Asef-Sargent Partner KPMG LLP
W107 How Emerging Technologies Will Transform Payments and CollectionsCRYSTAL K-L | FOS IT
Payments and collections are fertile ground for emerging technologies Artificial intelligence robotics Blockchain big data and the continued digitization of commerce will continue to transform payments and collections Panelists will share their futurist views of the payments and collections landscape
M Joe Hussey Managing Dir JP Morgan Treasury Services
W108 Cloud Enterprise Reporting mdash The FIRST FrontierCRYSTAL C-F | FOS IT
This session will explore cloud enterprise reporting Attendees will learn how to utilize the cloud to streamline external reporting by ingestion data centrally and then maximizing the utility of data to enhance integrity and inform management decisions
M Demek Adams Principal Grant Thornton LLP
W109 Annual Womenrsquos Forum Leading in Life and CareerCRYSTAL H | FOS PD
Empowered women are a cornerstone of effective government and a more competitive federal state and local workforce of the future Join this powerful annual convening of women leaders in accounting finance and technology as they discuss their journey and careers with high-impact and meaning
M Tracey Walker Natrsquol Dir Govt Affairs Culture Diversity and Inclusion RSM US LLP
W110 Federal Financial Standards Will We Get ThereGRAND 12-14 | FOS ACCG
Department of the Treasuryrsquos Office of Financial Innovation and Transformation (FIT) is defining federal financial standard references to promote innovation a common knowledge base and processes to improve interoperability of federal systems Join this session for an update on FITrsquos work and the expected benefits of this initiative
M Marshall Henry FM Program Manager Treasury Fiscal Service
1145 am ndash 1245 pm
National Awards LuncheonCYPRESS BALLROOM
1 ndash 2 pm
Financial Management Standards Board MeetingWASHINGTON
34 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1 ndash 215 pm
W111 Conducting Effective Assessments of Internal ControlsCRYSTAL K-L | FOS ACCG
This session will introduce participants to key concepts issues and standards necessary to design and implement policies to achieve the organizationrsquos objectives
M Sefton Boyars ConsultantTrainer Sefton Boyars CGFM CPA
W112 New Fraud Fighters Cryptocurrencies Blockchain and Secure TransactionsCRYSTAL C-F | FOS AUD
Government is inherently a transactional business From deeds to disbursements the quantity of documents governments maintain on paper and digital image continues to grow Criminals are abusing the current processes to commit fraud at an increasing rate Learn how you can use Blockchain to disrupt and combat fraud
M Jay Schulman Principal RSM US LLP
W113 Data Visualization mdash Using Geographic Information Systems as an Audit ToolGRAND 9-11 | FOS AUDG
Geographic Information Systems (GIS) are increasingly being utilized as a tool to present audit information Learn from experts on how recipients of government services using GIS provides a wealth of audit opportunities
M Gwendolyn Sewell Chief Mission Compliance and Audit ReadinessAccounting Air Force
W114 Finance 2020 Embracing the Changes to ComeCRYSTAL A-B | FOS MGMT
What is the role of CFOs and senior finance staff in this rapidly changing digital world This session will explore the evolution in the field from an expense control spreadsheet-driven and retrospective reporting center into a predictive analytics powerhouse
M Scott Quehl Sr Principal Accenture Federal Services
W115 Quality Management ConfrontationGRAND 12-14 | FOS MGMT
How do you optimize resources and maximize efficiency Join our panel of experts as they discuss various topics in performance management and answer questions such as ldquoHow is quality management implemented throughout an organizationrdquo and ldquoHow do you view and plan around resource allocationrdquo
M Wayne Ference Partner Castro amp Company LLC
W116 Enterprise Risk Management Stories from the Front LinesCRYSTAL H | FOS MGMT
For the past two years agencies have been working to implement the changes made to OMB A-123 This session will feature feedback from agency risk officers on whether ERM is living up to expectations
M Tom Carroll CFO AOC
AGA PDT 2018 | ORLANDO 35
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W117 Leadership Keys to SuccessCRYSTAL M-Q | FOS PD
Gain perspective from a senior leader in government about how you can make a difference in your organization This entertaining session will cover how to develop people build trust cultivate relationships and communicate more effectively Leadership is possible at any level of government
M Mary Peterman Dep Chief Finance and Procurement AOUSC
W118 Building an Optimal Analytics-Driven Program Integrity OfficeCANARY 1-2 | FOS MGMT
With the passage of the Fraud Reduction and DATA Act agencies are under increased pressure to have effective program integrity offices that leverage data analytics and focus on outcomes Hear best practices found from a comprehensive pilot project conducted at the VA
M Linda Miller Dir Grant Thornton LLP
W119 Competencies The Thread that BindsCANARY 3-4 | FOS HR
DoD like other agencies is required by law to develop functional competencies to use in strategic workforce planning The DoD FM community developed 24 enterprise-wide FM competencies Learn how these competencies serve as the thread which binds the FM workforce development portfolio into a coherent strategic plan which guides career development
M Jansen Sauvageau SVP PNC Bank
230 ndash 3 pm
AGA National President Gavel ExchangeCYPRESS BALLROOM
3 ndash 4 pm
W120 Closing Plenary Session Shift Your Brilliance Leading Amidst UncertaintyCYPRESS BALLROOM | FOS PD
This session will teach participants how to solve problems get out of the past and think like a leader of the future You will develop an enhanced sense of perspective understand where you shine and learn how to lead without a title to create effective change
Simon Bailey Author amp Inspirational Coach
M John Lynskey AGA 2018ndash2019 National President
6 ndash 11 pm
Presidentrsquos Appreciation ReceptionROYALSABALSAGO
Join us as we celebrate and thank 2017ndash2018 AGA National President Jim Arnette for his service and contributions to AGA and the financial management community
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
36 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
AGA PDT 2018 | ORLANDO 37
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
Please join us in thanking our sponsors for their generous support of AGArsquos 2018 Professional Development Training
PLATINUM SPONSORS
Accenture Federal ServicesVIRTUAL EXPERIENCE
Rowan MirandaManaging Dir CFO Advisory Practice Leadrowanamirandaaccenturefederalcomwwwaccenturefederalcom
Accenture Federal Services a wholly owned subsidiary of Accenture LLP is a US company with offices in Arlington Va Accenturersquos federal business has served every cabinet-level department and 30 of the largest federal organizations Accenture Federal Services transforms bold ideas into breakthrough outcomes for clients at defense intelligence public safety civilian and military health organizations
Grant Thornton LLPTOTE BAGS
Robert SheaPrincipal Global Public Sectorrobertsheausgtcomwwwgranthorntoncompublicsector
Grant Thornton LLP the US member firm of Grant Thornton International is one of six global accounting tax and business advisory organizations Our Global Public Sector based in Alexandria Va is a management consulting business providing responsive and innovative financial performance management and systems solutions to governments and international organizations
GOLD SPONSORS
CGIDIGITAL EXECUTIVE SESSION
Kevin GreerVP Mgmt Consulting KevinGreercgifederalcomwwwcgifederalcomusfederal
A global leader in IT business process and professional services CGI partners with federal agencies to provide end-to-end solutions for defense civilian and intelligence missions Since 1976 we have delivered quality services to help clients achieve results at every stage of the program product and business lifecycle
38 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CliftonLarsonAllenBADGE HOLDERS
Doreen ShuteManaging Principal Fed Govt SvcsDoreenShuteCLAconnectcomwwwCLAconnectcom
CLA is a professional services firm delivering integrated advisory outsourcing and public accounting capabilities to help clients succeed professionally and personally Our practice group members are recognized industry experts and established leaders in the government community We focus on active engagement in the industry a sentiment beyond meeting requirements and standards
DeloitteWATER BOTTLESHYDRATION STATIONS
Colin Duncan Managing Dircoduncandeloittecom wwwdeloittecomusfederal
Deloittersquos Government and Public Services practice consists of more than 12000 professionals across the country serving federal state and local government and higher education clients across consulting and advisory functions bring fresh perspective mdash from inside and outside government mdash to help solve our nationrsquos biggest challenges We bring insights from our client experience and research to drive bold and lasting results People Ideas Technology and Outcomes mdash all Designed for Impact
EYAGA EXECUTIVE SESSION
Bill ColbertPartner PI Financebillcolberteycomwwweycomgovpublicsector
The Government and Public Sector practice of Ernst amp Young LLP provides a full range of consulting and audit services leveraging our experience with both government and commercial clients We deliver real change and measurable results through our diverse high-performing teams operational know-how from across our global organization and bold ideas tailored to each clientrsquos unique mission
AGA PDT 2018 | ORLANDO 39
GOLD SPONSORS (continued)
GuidehouseMONDAY LUNCHEON
Christina VanecekMarketing Mgrcvanecekguidehousecomwwwguidehousecom
Guidehouse formerly PwC Public Sector provides management technology and risk consulting to clients around the world through more than 1600 professionals in 20 locations Now as Guidehouse we offer the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected
Kearney amp CompanyPHOTO BOOTH
Erika SteiningerPartneresteiningerkearneycocomwwwkearneycocom
Kearney amp Company a CPA and consulting firm exclusively serving the Federal Government takes pride in its ability to assist agencies in meeting business objectives and complying with complex requirements Practice areas include Financial Reporting and Accounting Support Internal ControlsA-123 Financial Services Financial Healthcare Services Advisory Services and Program Management
KPMG LLPHOST COMMITTEE SHIRTS MONDAY BREAKFAST
Diane DudleyPartner-in-Charge Fed Auditddudleykpmgcomwwwkpmgcom
For more than 100 years KPMG LLP has assisted the government in the civilian defense and intelligence sectors Today we help these organizations adapt to new environments by working with them to transform business models leverage data protect information assets and provide assurance services while focusing on their mission
40 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
CPAG Small Business CommitteeTUESDAY LUNCHEON
Dedicated members of AGArsquos Small Business Committee are proud to sponsor the 2018 PDT Tuesday Awards Luncheon Thank you to 2nd Wave Castro amp Co Immersion RMA Associates TFC Consulting Trilogy Federal and Watkins Government Services
Get Inspired During PDTthen submit your best practices to the Journal of Government Financial Management by Sept 1 2018
Learn more and view the 2018ndash2019 editorial calendar at wwwagacgfmorgjournal
SILVER SPONSORS
JP MorganTUESDAY BREAKFAST
Denise PetittaExec DirDenisePetittajpmorgancomwwwjpmorgancom
JP Morgan is a premier corporate and investment bank with a full suite of global financial services and capabilities Our clients include the worldrsquos most important corporations governments financial institutions pensions sovereign wealth organizations states and municipalities we offer strategic advice and deliver banking services in more than 100 countries
AGA PDT 2018 | ORLANDO 41
SILVER SPONSORS (continued)
RSM US LLPPDT APP amp WIFI
Mary GoldsmithFed Bus Dev Dirmarygoldsmithrsmuscomwwwrsmuscom
RSM US LLP provides risk financial and technology management consulting services to the public sector We are an inclusive enterprise and support AGA CPAG and Womenrsquos forum We help federal state and local entities improve performance through a comprehensive understanding of their business models internal processes objectives and daily realities
BRASS SPONSORS
Automation AnywhereSTANDING SIGN
Sharon OrsquoNeillHead of Americas Field Marketingsharononeillautomationanywherecom wwwautomationanywherecom
Automation Anywhere is the global leader in enterprise-grade comprehensive Robotic Process Automation software including Cognitive and real-time analytics Over 1000 of the worldrsquos largest brands use our platform to create and manage their Digital Workforce and scale their business processes faster with near-zero error rates while dramatically reducing operational costs
Crowe LLPTUESDAY AM COFFEE BREAK
Bert NeuhringRisk Consulting Partnerbertnuehringcrowecomwwwcrowecom
Crowe LLP is a public accounting consulting and technology firm with offices around the world Crowe uses its deep industry expertise to provide audit services to public and private entities The firm and its subsidiaries also help clients make smart decisions that lead to lasting value with its tax advisory risk and performance services
42 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
BRASS SPONSORS (continued)
MastercardMONDAY AFTERNOON COFFEE BREAK
MariBeth McCarthyVP Bus Leadermaribeth_mccarthymastercardcomwwwmastercardcom
Mastercard (NYSE MA) is a technology company in the global payments industry We operate the worldrsquos fastest payments-processing network connecting consumers financial institutions merchants governments and businesses in more than 210 countries and territories Mastercardrsquos products and solutions make everyday commerce activities easier more secure and more efficient for everyone
PNC BankDIRECTIONAL SIGNAGE
Lauren GradwellAccount MgrLaurengradwellpnccomwwwpnccomideas
PNC is one of the nationrsquos largest financial services organizations providing retail and business banking residential mortgage banking specialized services for corporations and government entities including corporate banking treasury management real estate finance asset-based lending wealth management and asset management We are focused on delivering ideas insight and solutions to our clients to help them maximize the value of their business
Williams AdleyMONDAY MORNING COFFEE BREAK
Melinda BuckBus Dev Leadmbuckwilliamsadleycomwwwwilliamsadleycom
Williams Adley is one of the countryrsquos premier certified public accounting and management consulting firms Our diverse knowledge backgrounds and subject-matter expertise help a wide variety of government agencies and businesses achieve their financial program and information technology goals
AGA PDT 2018 | ORLANDO 43
MEDIA SPONSORS
Government Matters
John Meyer Managing DirjmeyerGovMatterstv wwwGovMatterstv
Government Matters is a television news program dedicated to providing non-partisan information and analysis to federal managers contractors and those supporting the federal marketplace The program airs weeknights in Washington DC on NewsChannel 8 Sunday Mornings on ABC 7 and worldwide on the American Forces Network (AFN)
GOVERNING
Meg Keller Dir of Marketingmkellergoverningcomwwwgoverningcom
For 25 years GOVERNING has been the only publication dedicated to providing the information insight and inspiration state and local leaders need to govern effectively Subscriptions for most state and local government professionals are free as is attendance at most GOVERNING events
Route Fifty
Hilery Sirpis Publisherhsirpisgovexeccomwwwroutefiftycom
Route Fifty a new digital publication and events brand from Atlantic Mediarsquos Government Executive Media Group connects leaders and ideas advancing state and local governments with news insight and resources It facilitates sharing of best practices and ideas among those creating government programs policies and institutions for the 21st century
44 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Play AGArsquos Exhibitor Hunt and win big prizes
including FREE registration to an
upcoming AGA training event
View CPEs Earned
Visit httpsessions ats-leads comagapdt2018 and enter your badge number to view CPEs earned during PDT
Note Only CPEs earned from previous day(s) can be viewed
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with Accenture
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Service amp Silent
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Kearney amp CoPhoto Booth
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VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
MAINENTRANCE
Stop by PDT 2019 Booth 102
Relax RechargeGet a free massage
46 AGACGFM | PDT18
Exhibit Hall Floor Plan
Exhibitors by Booth Number
Company Name Booth
Infor 100 Bureau of the Fiscal Service 101Audimation Services 104American Society of Military Comptrollers 106Kearney Photo Booth 107Graduate School 108 Sehlke Consulting LLC 200Guidehouse 201Kforce Government Solutions Inc 202mLINQS LLC 203RSM US LLP 207GrantSolutions 209ACL Services Ltd 300Williams Adley 301CohnReznick Government 302AOC Solutions 303CGI Federal 306Virtual Experience with Accenture 307Savantage Solutions 308TeraThink Corporation 400Lynch Consultants LLC 401Interior Business Center 402GEHA 403
Company Name Booth
IFAS LLC 407TFC Consulting Inc 409Grant Thornton LLP 500RMA Associates LLC 501Castro amp Company LLC 503KPMG LLP 506AGA Community Service amp Silent Auction 507Kearney amp Company 600EY 601AGA 607J P Morgan 701FI Consulting 703CliftonLarsonAllen LLP 706MorganFranklin Consulting 707Becker Professional Education 709Management Concepts 800Qlik Tech Inc 801U S Army Financial Management Command 802The MIL Corporation 805Immersion Consulting 806Automation Anywhere 809
ACL Services LtdBOOTH 300wwwaclcom
ACL is a global software company with innovative solutions for public sector professionals to keep processes in check and provide higher levels of assurance through team-based analytic approaches ACLrsquos platform has helped over 250 government offices globally to bolster compliance manage risks and assure effective governance Learn more at our booth and wwwaclcom
AGABOOTH 607wwwagacgfmorg
AGA is the member organization for government financial management professionals We lead and encourage change that benefits our field and all citizens Our networking events professional certification publications and ongoing education help members build skills and advance their careers Learn about our thought-leadership library online tools CGFM designation and more
AGA PDT 2018 | ORLANDO 47
Exhibitor Appreciation AGA Corporate Partner
AGA Community Service amp Silent AuctionBOOTH 507
Buy tickets and bid for great prizes in our silent auction including gift certificates gift baskets sports memorabilia vacations and more Proceeds support AGArsquos National Community Service Fund the American Cancer Society the American Heart Association the Humane Society and Habitat for Humanity Winners posted daily present the winning ticket to claim your prize
AGA New Orleans ChapterBACK OF EXHIBIT HALLwwwagacgfmorgneworleans
Stop by our booth to learn more about New Orleans and plan your trip to PDT 2019 scheduled for July 21ndash24 2019 You might win a free PDT 2019 registration
American Society of Military Comptrollers BOOTH 106wwwasmconlineorg
ASMC is the non-profit educational and professional organization for persons military and civilian in the overall field of military comptrollership ASMC promotes the education and training of its members and supports the development and advancement of the military comptrollership profession The society provides professional programs to keep members abreast of current issues and encour-ages the exchange of information techniques and approaches
AOC SolutionsBOOTH 303wwwaocfederalsolutionscom
AOC Solutions Inc is a Service-Disabled Veteran-Owned Business providing financial management federal accounting audit readiness support and technology services AOC thought leaders are dedicated to helping agencies identify better ways to analyze accounting and financial data for cost reduction and increased efficiency
Audimation ServicesBOOTH 104wwwaudimationcom
Audimation Services Inc is the US distributor of CaseWare IDEAreg a powerful user-friendly data analytics software tool designed to help profes-sionals extend auditing capabilities detect fraud and meet documentation standards We specialize in helping organizations streamline audits simplify data acquisition and improve business processes
Automation Anywhere BOOTH 809
See write-up on page 42
Becker Professional EducationBOOTH 709wwwbeckercom
Do you need CPE for CGFMreg CPA or the new DoD FM Certification Come ask about our Government Family Offer Nearly half a million professionals have advanced their careers through our CPE programs including CPA Exam Review PMPreg Exam Review Cybersecurity Six Sigma and more And be sure to check out our new program for Certified Anti-Money Laundering Specialists (CAMS)
Bureau of the Fiscal ServiceBOOTH 101wwwfiscaltreasurygov
The Bureau of the Fiscal Service serves as a catalyst for transforming the way the federal government manages finances and delivers shared services Our passion is improving financial management and shared service delivery through efficient and effective operations and through guidance and assistance to others
48 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Castro amp Company LLCBOOTH 503www castroco com
Headquartered in Washington DC Castro amp Company is an audit advisory and accounting services CPA firm with a strong federal customer focus We are a Minority-Owned Small Business offering the personalized services of a small firm with the full resources and quality expected from a larger CPA firm
CGI FederalBOOTH 306
See write-up on page 38
CliftonLarsonAllen LLPBOOTH 706
See write-up on page 39
CohnReznick GovernmentBOOTH 302www cohnreznick com
CohnReznick Government provides audit accounting and financial management compliance risk and integrity monitoring program and project management and disaster response and recovery Our comprehensive project management approach provides clients with reliable processes and delivers accounting insights to help government organizations improve communication administer fiscal and operational strategies and meet compliance requirements
EYBOOTH 601
See write-up on page 39
FI ConsultingBOOTH 703www ficonsulting com
FI Consulting develops effective practical solutions to help federal agencies achieve their missions while operating efficiently managing risk and adapting to a changing policy environment We apply our core strengths in Data Analytics Modeling and Technology to gain program performance insight manage risk improve operations and better deliver mission
GEHABOOTH 403www geha com
GEHA provides medical and dental plans through the FEHB and FEDVIP programs for more than 18 million federal employees retirees and their families GEHA members receive year-round vision and hearing benefits plus other discounts For more information please stop by our booth or visit gehacom and gehadentalcom
Graduate SchoolBOOTH 108www graduateschool edu
Graduate School USA provides a wide range of learning opportunities in formats accessible to adult learners everywhere through training continuing education courses executive and leadership development and credit offerings For professionals in the government auditing and financial management community we offer a comprehensive curriculum taught by leading practitioners
Grant Thornton LLPBOOTH 500
See write-up on page 38
AGA PDT 2018 | ORLANDO 49
GrantSolutionsBOOTH 209www grantsolutions gov
GrantSolutions supports Federal agencies throughout the grants lifecycle mdash from pre-award planning through application award and closeout Our service finds solutions for shared mission needs across agencies while incorporating unique business and regulatory processes for grant programs GrantSolutions is an OMB-selected grants business leader providing end-to-end innovative grants management services dedicated to advancing the mission of Federal agencies
GuidehouseBOOTH 201
See write-up on page 40
IFAS LLCBOOTH 407www ifas-llc com
IFAS is an 8(a) Service-Disabled Veteran-Owned Small Business Woman-Owned Small Disadvan-taged Business providing Program Management Business and Finance Operations Integrated Logistics and IT Support Services to meet specific needs of our clients We provide geographically dispersed support available when and where you need us
Immersion ConsultingBOOTH 806www immersioninc com
Immersion Consulting a Service-Disabled Veteran-Owned Small Business headquartered in Annapolis Md provides business management and technology consulting to government nonprofit and commercial clients Founded in 2004 we specialize in program management financial management technology services and training Our mission provide clients with actionable business solutions that yield sustainable results
InforBOOTH 100www infor com
Infor Public Sector solutions streamline financial management across multiple systems With more than 25 years of public sector experience Infor helps you meet organization demands including budget and audit readiness performance management and financial control with flexible solution deployment options to help you operate more quickly and efficiently
Interior Business CenterBOOTH 402www doi govibc
The Interior Business Center one of several OMB-approved interagency shared-service providers offers acquisition financial manage-ment and HR under a fee-for-service full cost recovery business model By assisting multiple federal organizations IBC can leverage resources to share economies and efficiencies with external customers and our parent agency the US Department of the Interior
JP MorganBOOTH 701
See write-up on page 41
Kearney amp CompanyBOOTH 600
See write-up on page 40
Kforce Governnment Solutions IncBOOTH 202www kforcegov com
Kforce Government Solutions Inc (KGS) provides management and technology solutions to Federal Government and State and local agencies We deliver customized solutions across financial management organizational transformation and IT to solve our clientsrsquo most complex mission and business challenges KGS also offers the innovative TraumaFXreg line of medical training manikins
50 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
KPMG LLPBOOTH 506
See write-up on page 40
Lynch Consultants LLCBOOTH 401www lynchconsultants com
Lynch Consultants provides strategic financial and program advisory and assistance services to the federal government We partner with clients to deliver project management services financial and business support and strategic policy solutions for complex government programs Clients include numerous federal departments including DoD Navy Army VA HHS and HUD
Management ConceptsBOOTH 800www managementconcepts com
Management Concepts is a leading provider of professional development performance improve-ment and talent management solutions for the public sector Since 1973 we have collaborated with the federal government state and local offices non-profit organizations universities and corporations to enhance the performance of teams and organizations Follow us on Twitter Mgmt_Concepts
The MIL CorporationBOOTH 805www milcorp com
The MIL Corporation has grown steadily for 36 years and remains dedicated to excellence service and support across our four major service areas financial management and systems support information technology cyber security and systems and C4 engineering For more information please visit us at wwwmilcorpcom or on Facebook at httptinyurlcomFacebookMIL
mLINQS LLCBOOTH 203www mLINQS net
mLINQS a Service-Disabled Veteran-Owned Small Business founded in 2003 provides the govern-mentrsquos leading employee relocation management system and E-Gov travel (ETS2) consulting services Since 2004 mLINQS relocation system has automated relocations and tracked expenses for more than 30 agencies
MorganFranklin ConsultingBOOTH 707www morganfranklin com
MorganFranklin Consulting headquartered in McLean Va provides business consulting and technology solutions to public companies fast-growing private companies and US govern-ment agencies Third-party customer satisfaction surveys highlight the companyrsquos reputation for being hands-on flexible and skilled at bringing diverse groups together to complete projects on time and within budget
Qlik Tech IncBOOTH 801www qlik com
Qlikreg is the leading data analytics platform and the pioneer of user-driven business intelligence Its portfolio of cloud-based and on-premise solutions meets customersrsquo growing needs from reporting and self-service visual analysis to guided embedded and custom analytics regardless of where data is located
RMA Associates LLCBOOTH 501www rmafed com
RMA an SBA Certified 8(a) Small Business located in the Washington DC metropolitan area specializes in audit consulting and advisory
AGA PDT 2018 | ORLANDO 51
RSM US LLPBOOTH 207
See write-up on page 42
Savantage SolutionsBOOTH 308www savantage net
Savantage Solutions a CMMIreg Level 3 Rated and ISO 90012008 certified company is a leading provider of software development business consulting and program management support services One of only five vendors of financial management systems certified for federal use Savantage takes pride in its service excellence
Sehlke Consulting LLCBOOTH 200www sehlkeconsulting com
Founded in 2011 Sehlke Consulting is a Service-Disabled Veteran-Owned Small Business and Historically Underutilized Business Zone (HUBZone) firm based in Arlington Va We provide comprehensive leading solutions in Financial Management Acquisition Management Logistics and Supply Chain Management and National Security amp Defense Programs
TeraThink CorporationBOOTH 400www terathink com
TeraThink takes pride in the outstanding reputation we have earned over the past 15 years for delivering superior results to federal customers With expertise in agile development enterprise application technologies financial services and cloud solutions our delivery platform brings exceptional scale and value to support customersrsquo transformation business automation and mission-related goals Visit our booth and wwwTeraThinkcom for more information
TFC Consulting IncBOOTH 409www tfcci net
A licensed CPA firm Small Disadvantaged Business and ISO 9001_2015-certified enterprise TFC is the trusted partner of federal agencies facing complex financial management challenges Now celebrating 15 years of success and excellence in assisting clients TFC develops and implements comprehensive solutions to improve financial management environments and achieve operational efficiency
US Army Financial Management CommandBOOTH 802www facebook comUSAFMCOM
US Army Financial Management Command is responsible for the delivery of Army-wide Financial Management (FM) functions including Enterprise Resource Planning systems support audit and compliance support financial operations support and ERP business process standardization support and for providing operational oversight of Army field FM activities
Williams AdleyBOOTH 301
See write-up on page 43
Note The contents of this exhibitor list were compiled from information supplied by exhibitors While every effort has been made to ensure contents are correct AGA is unable to accept liability for errors or omissions or for any claims made by exhibitors
52 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AGA PDT 2018 | ORLANDO 53
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AIG Assistant Inspector GeneralAssoc AssociateAsst AssistantBus BusinessCEO Chief Executive OfficerCFO Chief Financial OfficerCIO Chief Information OfficerCo CountyComm CommitteeCOO Chief Operating OfficerCPAG Corporate Partner Advisory GroupDep DeputyDept DepartmentDev DevelopmentDir DirectorDiv DivisionEduc EducationERM Enterprise Risk ManagementExec ExecutiveFed FederalFM Financial ManagementGM General Manager Govt Government
Fields of Study See page 4 for list of Fields of Study
AOC Architect of the CapitolAOUSC Administrative Office of the
US CourtsCommerce US Department of CommerceDHHS US Department of Health
and Human ServicesDHS US Department of
Homeland SecurityDLA Defense Logistics AgencyDoD US Department of DefenseDoE US Department of EnergyDOI US Department of the InteriorDOJ US Department of JusticeDoS US Department of StateFASAB Federal Accounting Standards
Advisory BoardFiscal Service Bureau of the Fiscal ServiceFIT Office of Financial Innovation
and TransformationFMSB Financial Management Standards
BoardFTA Federal Transit Administration
HR Human ResourcesIG Inspector GeneralIT Information TechnologyMgmt ManagementMgr ManagerNatrsquol NationalOfc OfficePNP AGA Past National
PresidentPNT AGA Past National
TreasurerRPA Robotic Process
AutomationRVP Regional Vice PresidentSecrsquoy SecretarySME Subject Matter Expert Sr SeniorSvc ServiceSVP Senior Vice PresidentTech TechnicalUniv UniversityVP Vice President
GAO Government Accountability OfficeGASB Government Accounting Standards
BoardGSA US General Services
AdministrationHUD US Department of Housing
and Urban DevelopmentIRS Internal Revenue ServiceNASA National Aeronautics and Space
AdministrationNSF National Science FoundationOCFO Office of the Chief Financial OfficerOIG Office of Inspector GeneralOMB Office of Management and BudgetSBA Small Business AdministrationTreasury US Department of the TreasuryUSAID US Agency for International
DevelopmentUSDA US Department of AgricultureUSPTO US Patent and Trademark OfficeVA US Department of
Veteran Affairs
54 AGACGFM | PDT18
Glossary
MAIN CONVENTION CENTERSINGLE-LEVEL
REGISTRATION
CYBER LOUNGE
EX
HIB
IT H
ALL
PLENARY S
ESSIO
NS
AGA PDT 2018 | ORLANDO 55
Convention Center Floor Plans
圀䔀 䰀䤀匀吀䔀一 簀 圀䔀 䤀一一伀嘀䄀吀䔀 簀 圀䔀 䐀䔀䰀䤀嘀䔀刀
吀愀猀栀甀 吀爀椀瘀攀搀椀Ⰰ 倀爀攀猀椀搀攀渀琀䌀䔀伀 㜀㤀㐀 漀爀 琀琀爀椀瘀攀搀椀䀀琀昀挀挀椀渀攀琀
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吀䘀䌀 䌀漀渀猀甀氀琀椀渀最 䤀渀挀
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挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀
For generously contributing their time and expertise in developing this outstanding program we recognize
MEMBERS Demek Adams Grant Thornton
Barbara Bail DLA
Tim Baker NE
William Bell MA
Donna Bernier EY
Edward Blansitt MD
Sefton Boyars
Suzanne Bump MA
Lawrence Capuder WCPA
Carol Chandler DoS
Ali Chemkhi CA
Douglas Criscitello MIT
Ronald Crupi
Karin Dasuki DoE
Beryl Davis GAO
Colin Duncan Deloitte
Laura Durback DoD
Amy Edwards Treasury
Sal Ercolano Jr Williams Adley
Kim Farington FirstNet
Matthew Fitzsimmons Treasury
CO-CHAIRS
Mark Easton Dep CFO Ofc of the Under Secrsquoy of Defense (Comptroller) DoD Liaison
Sherrill Norman State of Florida Auditor General
Antoine (Tony) Elachkar Managing Dir Guidehouse
Full details of the technical committee members can be found at httpswwwagacgfmorgPDTProgram-Scheduleaspx
Megan Gaillard FL
Catherine Gao GSA
Teresa Grancorvitz NSF
Kevin Greer CGI
Tim Gribben SBA
Linda Hamel USDA
Charles Hester Sr
Keila Hill USPTO
Benjamin Howe Dept of VA
Raquenel Jackson Dept of VA
Katie Kirstein GrantSolutions
Kim Laurance DoD
David LeBlanc
Paul Lionikis Crowe
Deborah Loveless TN
Maribeth McCarthy Mastercard
Thalia Melendez NY
Lealan Miller Eide Bailly
Godwin Onyema Ndukwe Sr IRS
Bert Nuehring Crowe
Chidilim Okonkwo NASA
Cynthia Osga MI
Christopher Paslawski DOI
Wendy Payne FASAB
Mary Peterman AOUSC
Sonja Rimmer Lyft
Eva Robinson JP Morgan
John Roland Jr MIL
Anthony Scardino USPTO
Steven Shannon IMA
Doreen Shute CliftonLarsonAllen
Jeffrey Steinhoff KPMG
Marilyn Tenewitz FL
Robert Tuccillo FTA
Tracey Walker RSM US
Reed Waller DOJ
Dorothy Walsh MA
Stephen Watson TFC
Demetric Williams USDA
David Zavada Kearney
PDT 2018 Technical Committee
2 AGACGFM | PDT18
Dear Friends and Colleagues
Welcome to AGArsquos 2018 Professional Development Training (PDT) I hope you are as excited as I am to explore sessions on accounting auditing business management finance ethics and more
The theme of my presidential year was ldquoAccountants and Accountability Professionals Working Together to Make Government Work Betterrdquo AGA training events such as
PDT can make that objective a reality PDT is the event for government financial management professionals
PDT is always my favorite training and networking opportunity of the year So while you are in Orlando be sure to take advantage of our robust schedule Attend and participate in as many sessions and networking events as possible and take the time to visit our exciting exhibit hall to learn about the new developments in the field When you see me around be sure to say ldquohellordquo
I would like to take a moment to recognize and thank our PDT technical committee Without their tireless efforts talents and time this event would not be successful
Thank you for attending this yearrsquos PDT and supporting AGA on our mission to advance accountability transparency and leadership across all levels of government
Sincerely
James R Arnette Jr 2017ndash2018 AGA National President
ContentsContinuing Professional Education (CPE) 4
Tips amp Information 5
Schedule at-a-Glance 8
Agenda 10
Sponsors 38
Exhibitors 46
Glossary 54
Convention Center Floor Plans 55
Welcome
AGA PDT 2018 | ORLANDO 3
FREE
WiFiIN CONVENTION
CENTER Network PDT2018 Password RSMUS
CPE Tracking ProcessPer requirements set forth by NASBA AGA tracks attendance for effective and efficient reporting
Your name badge is imprinted with a unique barcode Name badges will be scanned at random times for each session as you enter or exit AGA will use the process to tally your attendance and create your continuing professional education (CPE) certificate CPE certificates will be available online to print two weeks after the training Only registrants who are paid in full will be eligible for CPE hours Questions Contact 800 AGA 7211 ext 322 or educationagacgfm org
CPE RecognitionCheck your certification programs for recognition of CPEs earned during AGArsquos national educational events
CPEs earned can be used to fulfill CGFM
CPE requirements Learn more wwwagacgfmorgcgfm
NASBA RegistryAGA is registered with the National Association of State Boards of Accountancy (NASBA)
as a sponsor of CPE on the National Registry of CPE Sponsors State boards of accountancy have final authority on the acceptance of individual courses for CPE credit Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website wwwnasbaregistryorg National Registry of CPE Sponsor ID 104201
CPE Fields of StudyEach sessionrsquos Field of Study (FOS) is indicated within the agenda
ACC Accounting
ACCG Accounting (Governmental)
AUD Auditing
AUDG Auditing (Governmental)
BETH Behavioral Ethics
BMO Business Management and Organization
COMS Communications and Marketing
FIN Finance
HR Human ResourcesPersonnel
IT Information Technology
MGMT Management Services
PD Personal Development
SK Specialized Knowledge
STAT Statistics
TAX Taxes
4 AGACGFM | PDT18
Continuing Professional Education
Name Badge PolicyYour badge is proof of registration and allows you access to sessions post-training events and the exhibit hall Please wear it
The exhibit hall is only open to registered attendees
Spouses and guests may accompany you to the Presidentrsquos Appreciation Event on Wednesday evening
Medical Emergencies Personal Safety and Special AssistanceThe emergency contact information you provided is on the back of your name badge Please verify the information mark any changes and add any medical conditions or allergies Any information regarding a disability will remain confidential
If you require special assistance please let AGA staff know or stop by the Registration Desk Because many arrangements require pre-planning requests received on-site cannot be guaranteed In the event of an emergency please contact the Emergency Life Line (x55555) from any house phone
Photography DisclosureBy participating in this training event you grant AGA the right to use your name and photograph for promotional materials
AllergiesDietary RestrictionsAttendees who notified us about food allergies or dietary restrictions that prevent them from eating the standard entreacutee selection are provided with a vegetariangluten-free meal
Substitutions may not be possible Please make alternative meal arrange-ments if you have severe food allergies or specific dietary restrictions
Lead Retrieval DisclosureExhibitors can rent a lead-retrieval system to track visitors to their booth Allowing an exhibitor to scan your badge indicates your consent for the exhibitor to obtain your contact information and correspond with you
QuestionsCommentsConcernsFor information regarding AGArsquos administrative policies including refunds and cancellations email meetingsagacgfmorg
AGA PDT 2018 | ORLANDO 5
Tips amp Information
National Award CeremoniesThroughout the PDT AGA
recognizes individuals who have made outstanding contributions to
the association and the government financial management profession it serves See the Awards Program for
more information and schedule
Attendee ResourcesSPEAKER BIOS amp PRESENTATIONSAny bios and presentations made available to AGA are posted in the online agenda or the mobile app
RECORDED SESSIONSAttendees receive free
access to the recorded sessions in the online library
See flyer in your attendee bag for instructions on how to access free online recorded sessions
Note Recordings will be available 14 business days post-PDT Recorded sessions are not eligible for CPE credits
Be part of the discussionVisit the App store or Google Play and search for ldquoAGA PDT 2018rdquo to download the app Then access sessions exhibitors and floor plans view speaker information and connect with fellow attendees and more from your mobile device
1 Open the PDT 2018 app click the ldquoEngagerdquo icon and select the session you want to join
2 Click the ldquoAskrdquo button to submit a question
3 Read questions fellow attendees ask Up-vote a question by clicking the arrow on the left-hand side of the question the most popular questions rise to the top
4 You can also respond to polls and evaluate sessions
6 AGACGFM | PDT18
AGA PDT
2018
Check the PDT app or visit www agacgfm orgpdtsteps to log your steps
Two ways to win
1 walk 10000+ steps per day for a chance to win FREE registration to an upcoming AGA event or
2 walk the most steps in a day and win a gift card
READY SET WALK
Tips amp Information
Stop by the amp Social Media HubLOCATION CRYSTAL FOYER
Has your LinkedIn profile been neglected Itrsquos time for a profile makeover Enhance your online brand build your network and increase engagement on your LinkedIn profile Our experts can review your profiles in under 10 minutes and give you tips to take your LinkedIn profile to the next level Thatrsquos not all Learn how to tweet and use social media platforms for your personal and professional development
Attendee Conduct PolicyAGA is dedicated to providing a safe hospitable and productive environment for everyone attending our events regardless of ethnicity religion disability physical appearance gender or sexual orientation It is important to remember that a community where people feel unsafe or threatened is neither healthy nor productive AGA prohibits intimidating threatening or harassing conduct during our training events This policy applies to speakers staff exhibitors sponsors volunteers contractors and attendees PDT participants found to have violated this policy may be sanctioned including being removed from the PDT and barred from future events at the discretion of AGA
AGA PDT 2018 | ORLANDO 7
Play the PDT SCANvenger Quest for a Chance to Win Great PrizesPLAY SCAN WIN1 On the PDT 2018 app menu
tap ldquoLoginrdquo and enter your Badge Number You must login to play the game
2 Complete fun and simple tasks Scan QR codes using the built-in QR reader in the PDT app
3 Top 10 points earners will win gift cards and Top 3 will each receive $100 gift card Check the Leaderboard in the PDT app at 1200 p m on Wednesday July 25 to see if yoursquore a winner and collect your winnings at the PDT registration Badge identification required
Scan this QR code now and earn 25 points instantly
See flyer in your PDT bag for more information
MEET YOUR MATCH
PDT 2018W
IN G
REAT PRIZES
WINSee y
our attendee bag fo
r deta
ils
TIME EVENT LOCATION
SU
ND
AY
JU
LY 2
2 8 am ndash 6 pm Registration Open Palms Foyer
815 ndash 11 am National Board of Directors (NBD) Meeting Canary 3-4
1030 am ndash 1 pm Intergovernmental Partnership Steering Committee Meeting (invitation only)
New Orleans
1110 am ndash noon Bonus Session Dorsquos amp Donrsquots of Social Networking
Crystal H
1130 am ndash 1 pm AGA Past National President Luncheon New York
1130 am ndash 230 pm AGA Past National Treasurer Luncheon Washington
1245 ndash 4 pm AGA Executive Session (invitation only) Grand 9-11
1 ndash 215 pm Concurrent Sessions See page 10
230 ndash 345 pm Concurrent Sessions See page 11
4 ndash 450 pm Concurrent Sessions See page 12
5 ndash 7 pm Welcome Event with Exhibitors RoyalSabalSago
MO
ND
AY
JU
LY 2
3 6 ndash 630 am Early Morning Stretch amp Exercise Grand 8B
630 am ndash 4 pm Registration Open Palms Foyer
7 ndash 8 am Continental Breakfast with Exhibitors RoyalSabalSago
7 am ndash 630 pm Exhibit Hall Open (closed noon ndash 1 pm) RoyalSabalSago
8 ndash 830 am Opening Ceremony Cypress Ballroom
830 ndash 945 am Plenary Session Cypress Ballroom
930 am ndash 5 pm LinkedIn amp Social Media Hub Open Crystal Foyer
945 ndash 1030 am Coffee Break with Exhibitors RoyalSabalSago
1030 ndash 1145 am Concurrent Sessions See page 14
1145 am ndash 1 pm Luncheon and Awards Ceremony Cypress Ballroom
1 ndash 150 pm Plenary Session Cypress Ballroom
205 ndash 320 pm Concurrent Sessions See page 16
320 ndash 4 pm Coffee Break with Exhibitors RoyalSabalSago
4 ndash 515 pm Concurrent Sessions See page 19
515 ndash 630 pm Monday Event with Exhibitors RoyalSabalSago
All sessions in Crystal H Crystal C-F and Cypress Ballroom are live streamingAll sessions in Crystal H Crystal C-F and Cypress Ballroom are live streaming
8 AGACGFM | PDT18
Schedule at-a-Glance
TIME EVENT LOCATION
TU
ES
DA
Y J
ULY
24 6 ndash 630 am Early Morning Stretch amp Exercise Grand 8B
630 am ndash 4 pm Registration Open Palms Foyer
7 ndash 8 am Continental Breakfast with Exhibitors RoyalSabalSago
7 am ndash 405 pm Exhibit Hall Open (closed noon ndash 1 pm) RoyalSabalSago
8 ndash 915 am Plenary Session Cypress Ballroom
930 ndash 1020 am Concurrent Sessions See page 22
930 ndash 11 am Professional Ethics Board Meeting Washington
930 am ndash 5 pm LinkedIn amp Social Media Hub Open Crystal Foyer
1020 ndash 11 am Coffee Break with Exhibitors RoyalSabalSago
11 ndash 1150 am Concurrent Sessions See page 24
1150 am ndash 1250 pm Luncheon and Awards Ceremony Cypress Ballroom
105 ndash 220 pm Concurrent Sessions See page 26
105 ndash 325 pm AGA Digital Executive Session (invitation only) Grand 9-11
235 ndash 325 pm Concurrent Sessions See page 28
325 ndash 405 pm Coffee Break with Exhibitors RoyalSabalSago
330 ndash 545 pm Young Professionals Roundtable Miami
405 ndash 455 pm Concurrent Sessions See page 30
405 ndash 530 pm CPAG Meeting New Orleans
8 ndash 10 pm AGA Networking Reception Marriott Hotel Lobby Bar
WE
DN
ES
DA
Y J
ULY
25 6 ndash 630 am Early Morning Stretch amp Exercise Grand 8B
630 am ndash 4 pm Registration Open Palms Foyer
715 ndash 815 am National Awards Breakfast Cypress Ballroom
820 ndash 10 am Plenary Sessions Cypress Ballroom
10 ndash 1030 am Coffee Break Crystal Foyer
10 am ndash 4 pm LinkedIn amp Social Media Hub Open Crystal Foyer
1030 ndash 1145 am Concurrent Sessions See page 33
1145 am ndash 1245 pm National Awards Luncheon Cypress Ballroom
1 ndash 2 pm FMSB Meeting Washington
1 ndash 215 pm Concurrent Sessions See page 35
230 ndash 3 pm AGA National President Gavel Exchange Cypress Ballroom
3 ndash 4 pm Closing Plenary Session Cypress Ballroom
6 ndash 11 pm Presidentrsquos Appreciation Event RoyalSabalSago
All sessions in Crystal H Crystal C-F and Cypress Ballroom are live streamingAll sessions in Crystal H Crystal C-F and Cypress Ballroom are live streaming
AGA PDT 2018 | ORLANDO 9
8 am ndash 6 pm
Registration Open
815 ndash 11 am
National Board of Directors (NBD) MeetingCANARY 3-4
AGA national officers will report to the NBD on the 2017ndash2018 program year results and discuss plans for the 2018ndash2019 program year All members are welcome
1030 am ndash 1 pm
Intergovernmental Partnership Steering Committee Meeting (invitation only)NEW ORLEANS
1110 am ndash noon
Bonus Session Dorsquos amp Donrsquots of Social NetworkingCRYSTAL H | FOS COMS
Wersquove come a long way from the time of MySpace mdash the social network landscape is constantly changing Learn which social networks deserve your attention and how to use them to enhance your professional brand and voice
M Lyndsay McKeown Marketing amp Graphics Manager AGA
1130 am ndash 1 pm
AGA Past National President LuncheonNEW YORK
1130 am ndash 230 pm
AGA Past National Treasurer LuncheonWASHINGTON
1245 ndash 4 pm
EXEC1 Executive Session Building the CFO Organization of the Future (invitation only)GRAND 9-11 | FOS HR
Innovation is in the driverrsquos seat and data analytics and robotics are the engine Do federal CFOs have the team they need Wersquoll focus on this challenge in a creative and innovative way by looking at three major levers for success Determining the skills needed in this ldquonew normalrdquo attracting the right talent and retaining and developing your current staff who have demonstrated their commitment to your agency
M Michael Herrinton Partner EY
1 ndash 215 pm
S100 Conduct and Ethics Guidance in a Gray WorldCRYSTAL H | FOS MGMT
Every accountant and auditor knows that at any point an ethical challenge can present itself Learn how to manage situations that can lead to your honor being compromised mdash such as clients facing jail time managing large amounts of money and innocent-seeming requests
M Charles Hester InstructorConsultant AGA RVPndashWest Coast Region
10 AGACGFM | PDT18
Agenda mdash Sunday ModeratorM
Check PDT app for speakers
S101 Governmental Accounting in Academia mdash Where Have You GoneCRYSTAL A-B | FOS HR
In recent years the number of governmental accounting courses offered at colleges and universities has decreased This session will explore how this trend affects the field and how to find and train future government accountants
M Barbara Bail Staff Accountant DLA
S102 Successful Improper Payment Programs Connecting Technology and ERMCRYSTAL C-F | FOS MGMT
Learn how improper payment programs can be effective by incorporating the ERM profile of each payment site location and identified strong control objectives of the business processes
M Mike Wetklow Dep CFO and Div Dir NSF
S103 Powering Excellence and Accountability with RPACRYSTAL M-Q | FOS IT
Do you have the important time-sensitive information needed to be captured from diverse sources then converted to a standard format and transmitted on an hourly basis 247 Automating manual tasks increases productivity and reduces human error resulting in improved processing time and a strong ROI for your agency Transform financial management and help other agencies employ digital workers
M Thomas Spann Head of Fed Sales amp GM Automation Anywhere
230 ndash 345 pm
S104 Managing ChangeCRYSTAL A-B | FOS HR
Managing change is critical for maintaining your workforce and ensuring a pleasant and positive work environment for your organization and clients This session will explore how to use change mdash like changing budgets requirements and new regulations mdash to make a more stable workforce and environment
M Melinda Miguel Dep IG AOC
S105 Blockchain Itrsquos Not Just BitcoinCRYSTAL M-Q | FOS IT
With the rising popularity of Bitcoin do you know what to expect This session will explore critical details of Bitcoin such as distributed ledger technology and Blockchain This session will also explore the reasons behind this trend and if it is the next dot-com bubble
M George Fallon Mgr RMA Associates LLC
S106 Can Grant Managers Meet the New Compliance RequirementsCRYSTAL K-L | FOS MGMT
Grants managers must work to ensure grantees are prepared to effectively and compliantly accomplish grant goals and ensure granteesrsquo systems are compliant with complex data standards and new requirements This session will feature grants program managers as they discuss how they assess and address their various program risks
M Roger Von Elm Principal CliftonLarsonAllen LLP
AGA PDT 2018 | ORLANDO 11
Sunday mdash AgendaGlossary on page 54Check PDT app for speakers
S107 The New Tax Reform is HereCRYSTAL C-F | FOS TAX
The new tax reform brings many new changes to both businesses and individuals This session will explore how tax reform will affect governments your workplace and your taxes
M John Roland Jr VP MIL Corporation
S108 Getting Through the Report Writing and Review Process Without Losing Your SanityCRYSTAL H | FOS AUD
Yoursquove completed the audit and found resultshellip if you could just get it out the door Join us in discussing how auditors communications analysts and senior managers can work together to maximize a reportrsquos readability and effectiveness mdash while remaining collegial
M Mark Bell AIG Audits NSF
4 ndash 450 pm
S109 Managementrsquos Discussion and Analysis Bridging the lsquoGAAPrsquoCRYSTAL C-F | FOS ACC
Managementrsquos discussion and analysis is a key component of financial reporting It tells the reporting entityrsquos story regarding operations service levels successes challenges and future expectations This session will discuss the challenges in concisely achieving GAAP requirements with todayrsquos abundance of data
M Wendy Morton-Huddleston Principal Grant Thornton LLP
S110 Effective Audit and Audit Resolution PracticesCRYSTAL M-Q | FOS AUD
This session will examine both the roles of the auditor and auditee using the Cooperative Audit Resolution and Oversight Initiative (CAROI) The session will highlight resolving audit findings successfully using the viewpoints and evidence from both aspects It will also emphasize the engagement of the proper stakeholders and responsible parties
M Dave LeBlanc SVP-at-Large AGA
S111 Hot Off the Press The New and Improved Yellow BookCRYSTAL H | FOS AUDG
The 2017 Yellow Book represents a modernized version of the standards and helps auditors hold the organizations they audit accountable Panelists will explore the new requirements included in the book such as those related to auditor ethics independence and professional judgment and competence
M Berri Davis Dir GAO
S112 IgniteCANARY 1-2 | FOS PD
During this fast-paced fun and entertaining session each presenter has 20 slides mdash which auto-advance every 15 seconds mdash to tell their personal story This might be bold and possibly brash but it wonrsquot be boring
M Susan Fritzlen COO AGA
5 ndash 7 pm
Welcome Event with ExhibitorsROYALSABALSAGO
12 AGACGFM | PDT18
Agenda mdash Sunday ModeratorM
Check PDT app for speakers
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
AGA PDT 2018 | ORLANDO 13
Sunday mdash AgendaGlossary on page 54Check PDT app for speakers
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
PiYotrade LIVE mdash sweat and burn calories with fusion-style movements inspired by yoga and Pilates This class incorporates dynamic balance strength flexibility and functional training with upbeat music All levels welcome and no equipment is needed Prizes will be given daily plus a grand prize
630 am ndash 4 pm
Registration Open
7 ndash 8 am
Continental Breakfast with ExhibitorsROYALSABALSAGO
8 ndash 830 am
Opening CeremonyCYPRESS BALLROOM
830 ndash 945 am
M100 Plenary Session Monday MorningCYPRESS BALLROOM | FOS ACCG
Hear GAOrsquos comptroller general discuss changes from last yearrsquos US government financial position progress on key GAO initiatives and what GAO and auditors might look forward to in the future
Gene Dodaro Comptroller General GAO
M Ann Ebberts CEO AGA
945 ndash 1030 am
Coffee Break with ExhibitorsROYALSABALSAGO
1030 ndash 1145 am
M101 Wersquove Got the Data Now WhatGRAND 12-14 | FOS ACC
With the DATA Act data is becoming more consistent and reliable Agencies have a plethora of interesting federal obligation and spending data at its fingertips While some agencies see it only as an exercise in compliance others are starting to realize there is a lot of potential with this data Join this session to explore these points hellip and more
M Dave Mader Chief Strategy Officer Deloitte Consulting
14 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
M103 Natural Disasters and Accountability Related to Government FundingCRYSTAL C-F | FOS AUDG
Congress has allocated tens of billions of dollars in disaster-related aid to help communities recover from the devastating hurricanes and wildfires of 2017 States and local governments are also supporting this recovery During this session hear what agencies are doing to ensure government accountability for such aid
M Berri Davis Dir GAO
M104 Building the Future Workforce for StateLocal GovernmentsCRYSTAL H | FOS BMO
How are state and local government leaders recruiting and attracting the next generation of accountants Join the roundtable to see how different offices are fighting back against the ldquosilver tsunamirdquo
M Lealan Miller AGA FMSB Chair
M105 Driving Competitive Advantage with TBMCRYSTAL K-L | FOS BMO
Like any new method process or automation tool Technology Business Management (TBM) will impact federal agencies their technology management and business teams Join this session to learn more about how TBM is creating standards and business views that are meaningful to CIOs and CFOs
M Kevin Greer VP CGI Federal
M106 Accelerating Shared Services for Finance and Accounting OperationsGRAND 9-11 | FOS BMO
For nearly 20 years the federal government has been considering the use of shared services Progress has been slow especially in the area of consolidating duplication and overlap in areas such as finance and accounting This panel examines approaches to accelerate shared services in operations
M Rowan Miranda CFO Advisory Practice Leader Accenture Federal Services
M107 Advanced Process Automation Increasing Productivity with RoboticsCANARY 3-4 | FOS IT
The Fiscal Service and other federal agencies are testing robotic process automation to minimize repeatable manual operations in core financial management processes Learn about future trends in the financial industry along with potential applications that will transform the financial management community Senior leaders across agencies will share trends and discuss the priorities ahead This session will be of interest to the federal state and private sectors
M Craig Fischer Program Mgr Fiscal Service
AGA PDT 2018 | ORLANDO 15
Monday mdash AgendaGlossary on page 54Check PDT app for speakers
M108 OCFO of the Future mdash What Does It Look LikeCRYSTAL M-Q | FOS MGMT
What does the OCFO look like in the age of robotics Blockchain data analytics and cloud computing Attend this session to hear from an expert panel to learn what CFOs are doing to integrate new technology into their organizations and their roles
M Joe Kull Dir Guidehouse
M109 Taking Care of CustomersCRYTAL A-B | FOS PD
Customers are people too hellip and the reason you exist But when has anyone ever trained you to deal with them Take a moment to learn some elements of what it means to take care of customers with more stories and more energy thatrsquoll give you something to think about
M Mary Peterman Dep Chief Finance and Procurement AOUSC
1145 am ndash 1 pm
Luncheon and Awards CeremonyCYPRESS BALLROOM
1 ndash 150 pm
M110 Plenary Session Curing Adultitis mdash Your Prescription for Less Stress and More SuccessCYPRESS BALLROOM | FOS PD
Adultitis is an epidemic that is coming hard after us every day It infiltrates even the best environments producing stress and burnout Learn practical tips for reclaiming your passion bringing more fun and less stress to the job at hand
Jason Kotecki Artist Author Founder of Escape Adulthood
M Mark Easton Dep CFO ndash Comptroller DoD
205 ndash 320 pm
M111 Itrsquos a Disaster Before During and AfterCRYSTAL A-B | FOS ACC
Is your agency equipped for a disaster Hear from federal state and local officials about the challenges and best practices when preparing for responding to and accounting for disasters
M Mary Peterman Dep Chief Finance and Procurement AOUSC
M112 Governance Over Financial Statements IT Control RiskGRAND 9-11 | FOS ACCG
Join a panel of experts as they discuss key resources in the federal space In particular the experts will take a closer look at a management assessment framework for IT general controls in support of the annual assurance process and conclusions
M Scoey Alexander Sr Mgr Kearney amp Company
CGFMs donrsquot forget to wear red or apparel with the CGFM logo
on Tuesday to celebrate CGFM Day
16 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
M113 Lessons Learned from Real-life FraudsCRYSTAL C-F | FOS AUDG
This session will feature presentations of frauds committed by state and local governments Panelists will also discuss how the perpetrators circumvented controls or took advantage of the absence of controls
M Maribeth McCarthy Dir Bus Dev Mastercard
M114 Conducting Audits in Challenging EnvironmentsCRYSTAL K-L | FOS AUDG
Conducting audits in unique environments presents challenges Whether itrsquos in a remote village on the other side of the world in the middle of a disaster or at an unexpected location here at home mdash this session highlights some of these challenges and discusses strategies for overcoming them
M Sal Ercolano Sr Advisor Williams Adley
Follow us guidehouse_us linkedincomcompanyguidehouse-us
Introducing Guidehouse formerly PwC Public Sector oering the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected We invite you to learn more at guidehousecom
copy 2018 Guidehouse
Hi wersquore (not so) new here
AGA PDT 2018 | ORLANDO 17
Monday mdash AgendaGlossary on page 54Check PDT app for speakers
M115 DATA Act Opportunities to Become More Data-DrivenGRAND 12-14 | FOS FIN
Hear about steps Treasury and other federal agencies have taken to improve the quality of the data published on USAspendinggov and explore opportunities for federal state and local governments to use the data to improve performance and outcomes
M Aileen Burgman Sr Policy Analyst Treasury
M116 ldquoKnock Knock rdquo ldquoWhorsquos ThererdquoCRYSTAL H | FOS IT
New innovations in cognitive technology and authentication give government officials a better understanding of who is ldquoknockingrdquo at the door Through cognitive technology digital identity will not only allow government to more effectively and efficiently police access but it will enable citizens to safely electronically engage with government This session will explore digital identity and the new role it can serve as it moves from policing to enabling access
M Tony Hubbard Principal KPMG
M117 Governmentrsquos Blockchain Journey mdash Lessons LearnedCANARY 1-2 | FOS IT
Blockchain has potential to bring security efficiency and speed to a range of services and processes How should agencies look to incorporate Blockchain into the way they function today Panelists will share successes pain points and lessons learned from standing up solutions from Blockchain technology
M Christina Canavan Dir Deloitte
M118 CFO and CIOs 2018 Models for Synergy and SuccessCANARY 3-4 | FOS MGMT
CFO and CIO experts discuss the intersection of policies and management issues that impact them The session will also discuss how these leaders can work together to improve efficiency and transparency reduce risk and strengthen the workforce offering models for success
M Daniel Meers Natrsquol Leader Transformation RSM LLP
M119 The Art of Tinkering Tiny Ways to Transform EverythingCRYSTAL M-Q | FOS PD
Drive innovation achieve new levels of happiness and uncover hidden opportunities by learning the art of tinkering In times of uncertainty and change the small things really do make the biggest difference
M Lisa Casias Dep Asst Secrsquoy for Administration Commerce
320 ndash 4 pm
Coffee Break with ExhibitorsROYALSABALSAGO
More than one concurrent session you want to attend
Donrsquot forget recorded sessions will be archived and available for one year
18 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
4 ndash 515 pm
M120 Audit Tips for Federal Disaster Response EffortsCANARY 3-4 | FOS AUDG
Hear about lessons learned and advice for auditing federal disasters The panel will discuss prior audit findings recom-mendations and tips from previous audits Attendees will also learn insights from Emergency Management Oversight Teams
M Steve Rickrode Dep Asst IG for Audit USDAndashOIG
M121 Financial Audits or Performance AuditsCANARY 1-2 | FOS AUDG
Financial audits have been the backbone of audit shops in state and local government Recently though some of these organi-zations have redirected their efforts into performance audits to give legislators more information on how agencies are meeting their missions This session will explore the differences and similarities between these two audit models and which one could best serve your organization
M Gerry Boaz Tech Mgr TN Div of State Audit
M122 March of the Robots mdash Join the ParadeCRYSTAL H | FOS IT
Software robots or ldquobotsrdquo operate like humans and our understanding of them continue to rapidly evolve During this session the panel will explore experiences of three organizations now implementing intelligent automation solutions
M Kirke Everson Managing Dir KPMG
M123 Moving Federal Financials to the Cloud Two Case StudiesROOM CRYSTAL K-L | FOS IT
Remaining status quo when it comes to financial management systems can cost your agency time and money Join this session to hear from agencies who have eliminated barriers towards growth and moved their agencyrsquos financial management systems to a secure compliant agile and forward-thinking model
M John Nemoto VP Hybrid IT CGI Federal
M124 Swamped and Overwhelmed How to Cope with Data Overload CRYSTAL A-B | FOS MGMT
Agencies have amassed large volumes of data about business operations services and customers Few agencies though have fully tapped this resource to measure and improve performance This panel describes how data can better support federal agency performance management efforts
M Kris Naleszkiewicz Sr MgrndashFinance Analytics Lead Accenture Federal Services
M125 Leadership Gold NuggetsCRYSTAL M-Q | FOS PD
Participants will learn ldquogold nuggetsrdquo of leadership wisdom accumulated during decades of studying practicing and teaching leadership This session will include a panel discussion of these leadership fundamentals and their application in a variety of professional accountability careers
M Paul Barrett Professor Longwood Univ
AGA PDT 2018 | ORLANDO 19
Monday mdash AgendaGlossary on page 54Check PDT app for speakers
M126 What Caused My Risk GRAND 12-14 | FOS STAT
Root cause analysis is often a forgotten element of resolving issues because the focus tends to be more on correcting the issue than evaluating the cause This session will feature this proactive approach to problem resolution to help prevent issues from happening in the future
M Kenneth Donohue Former HUD IG
M127 Ethics in the WorkplaceCRYSTAL C-F | FOS BETH
This session will cover the components of ethical behavior as well as the need to maintain an ethical environment in the workplace Participants will learn tips and techniques to create and maintain an environment that is ethical and conducive to the mission of the organization
M Marsi Woody Financial Exec Officer Idaho State Police
M128 Citizen-Centric Reporting mdash Turning Data Into InformationGRAND 9-11 | FOS ACCG
Hear how AGArsquos Citizen-Centric Reporting (CCR) can be used as an electronic portal to an agency See examples of how agencies have taken enormous amounts of data found on government websites and turned it into pages of focused and easy to read information for the consumer and citizen
M John Lynskey Controller NSF
515 ndash 630 pm
Monday Event with ExhibitorsROYALSABALSAGO
20 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
Health and Dental benefits designed exclusively for federal employees retirees and their families
We stand by you
gehahealth
gehacom
8008216136
OR-ADS-0318-004
Health and Dental benefits designed exclusively for federal employees retirees and their families
We stand by you
gehahealth
gehacom
8008216136
OR-ADS-0318-004
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
See description on page 14
630 am ndash 4 pm
Registration Open
7 ndash 8 am
Continental Breakfast with ExhibitorsROYALSABALSAGO
8 ndash 915 am
T100 Plenary Session Leading from Any SeatCYPRESS BALLROOM | FOS PD
With real-world stories and insights from in and out of the cockpit Shannon Huffman Polson offers tangible leadership lessons for you to seek out your own targets and incorporate them into your own profession By examining leadership and situational challenges Shannon empowers others to lead and thrive in any dynamic environment
Shannon Huffman Polson Former US Army Captain and Pilot
M Doug Glenn AGA Immediate PNP
930 ndash 1020 am
T101 A Future Financial Reporting ModelCRYSTAL M-Q | FOS ACCG
Data and tools exist to provide consumable financial data to internal and external users by providing multiple ways of finding answers What if the data and tools were integrated into a digital model Join this session to learn how digitized data can reinvigorate the way we communicate and interact with financial information
M Tasha Austin Sr Mgr Deloitte
T102 Emerging Issues in State Government AccountabilityCRYSTAL C-F | FOS FIN
States often face many demands on their operation mdash coming from both a local and federal level This session will explore how two states are dealing with these pressures and what the future balancing act of demands looks like for them
M Melinda Miguel Dep IG AOC
T103 Leveraging Data Analytics Transforming Data Into Better DecisionsCRYSTAL H | FOS AUD
As data analytics become more commonplace in government agencies can leverage analytics tools to make better decisions and improve the effectiveness and efficiency of their programs This session will explore how analytics can be used to enhance decision-making
M Shivendra Verma Principal Grant Thornton LLP
PDT18 Follow us
AGACGFM
22 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T104 Implementing the Revised OMB Circular A-123 Appendix ACANARY 1-2 | FOS AUDG
This session will focus on the newly released revision to OMB Circular A-123 Appendix A Hear about the renewed focus on data quality planning as well as flexibilities provided around agency control activities
M David Zavada Sr Partner Kearney amp Company
T105 What Are Subrecipients Doing with Your MoneyGRAND 9-11 | FOS BMO
During this session attendees will hear what a subrecipient monitoring program should include
M Nasr Fahmy Asst Dir for Financial Assistance Oversight DHSOCFOFinancial Assistance Policy and Oversight
T106 Letrsquos Get Uncomfortable and Talk About Sexual HarassmentCANARY 3-4 | FOS HR
Victims of sexual harassment are speaking up and the alleged harassers are being exposed Join this important and timely session to learn what you can do to prevent sexual harassment in your workplace and create a safer work environment
M Karen Wilson Principal Public Sector Practice Guidehouse
T107 Hey Bot mdash What Can You Do for MeCRYSTAL K-L | FOS IT
Robotic Process Automation (RPA) has found its way into the government This session will discuss how federal agencies are currently using RPA and the potential for leveraging cognitive automation and artificial intelligence as the next steps in the intelligent automation process
M Adam Goldberg Exec Architect Fiscal Service
T108 Next Generation ERP Systems for Federal AgenciesGRAND 12-14 | FOS MGMT
This panel will examine ldquowhatrsquos nextrdquo for ERP systems at a time when many federal agencies need to modernize their financial systems This session will debate on-premise vs cloud single vendor vs best of breed agency owned and maintained vs shared services and outsourced support
M James Harris Finance and Enterprise Performance ndash Sr Mgr Accenture Federal Services
T109 Managing Large Complex Federally Funded Grants and ContractsCRYSTAL A-B | FOS SK
Increased scrutiny of large complex grants and contracts require agencies better assess their project risks develop mitigation strategies and monitor outcomes This session covers approaches to manage civilian and military construction projects measure earned-value and improve outcomes
M Bert Nuehring Partner Crowe LLP
AGA PDT 2018 | ORLANDO 23
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
930 ndash 11 am
Professional Ethics Board MeetingWASHINGTON
1020 ndash 11 am
Coffee Break with ExhibitorsROYALSABALSAGO
11 ndash 1150 am
T110 Innovations in Public PerformanceCRYSTAL K-L | FOS ACCG
Not surprisingly citizens want to know what they are getting for their tax dollars Panelists will discuss the performance measures and innovative techniques for engaging citizens developed by governments to help inform taxpayers
M Shivendra Verma Principal Grant Thornton LLP
T111 Setting the Foundation for TransparencyCRYSTAL A-B | FOS ACCG
This is a discussion of lessons learned from the first year of the DATA Act and next steps to improving transparency This session will discuss one agencyrsquos approach to successfully implementing the Act and next steps to improving its results
M Robert Shope Partner EY
T112 Federal Financial Audit Approach AlternativesGRAND 12-14 | FOS AUD
This session will share ideas identified by a federal CFO council workgroup to improve the nexus of costs benefits risks and burdens of the Agency Financial Report audit process
M Scott Bell Sr Staff Accountant Treasury
T113 How to Integrate Non-financial and Financial ReportingCRYSTAL M-Q | FOS AUDG
Explore how agencies leverage internal control over financial reporting organization structure knowledge and tools to address non-financial internal control requirements
M Jon Rymer Dir Lynch Consultants LLC
T114 Go Green From Overhead to Higher Training BudgetsCANARY 1-2 | FOS FIN
This session will discuss ways a department agency or business can decrease costs and allocate more resources towards employee training and professional development
M Chidilim Okonkno Systems Accountant NASA
T115 Where Did My Data Go and Why Should I CareCRYSTAL C-F | FOS IT
How have breaches and data disclosure incidents affected organizations from an economic and reputational perspective This session will discuss the impact of ransomware and other malicious attacks that restrict access to modify or delete your data
M Sarah Mirzakhani IT Principal CliftonLarsonAllen LLP
24 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T116 Application of Emotional IntelligenceCRYSTAL H | FOS PD
Everyone has dealt with ldquodifficultrdquo co-workers and individuals This session will explore how to handle different types of personalities by growing your own emotional intelligence
M Megan Gaillard Dir of Audit Palm Beach Co ndash OIG
T117 CFO SurveyGRAND 9-11 | FOS ACCG
This yearrsquos AGA CFO survey focuses on the tools and processes needed to help agencies address current budgetary challenges and mandates Join this session to hear the results of the online and in-person survey and discuss the findings with a panel of current and former CFOs
M Jim Taylor Managing Dir Grant Thornton LLP
copy 2018 Becker Professional Education Corporation All rights reserved
The knowledge you need to help prepare you for the next level of success
Becker Continuing Professional Education
Whether yoursquore a CPA CGFM CDFM DoD FMCIA CFE CMA or need GAGAS Becker offers Continuing Professional Education (CPE) tohelp meet your needs
With Becker CPE your accounting audit and fi nance professionals receive the timelyand relevant knowledge needed to help themstay ahead
Take advantage of our Subscription Program for unlimited use of Beckerrsquos CPE
+ Special rate forGovernment Agencies
+ Live Webcast and OnDemand formats(24x7 access)
+ Includes streaming videoand video courses
For more details on this program please visit agacgfmorgonlineCPE or contact John Gioeli at jgioelibeckercom
AGA PDT 2018 | ORLANDO 25
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T118 Letrsquos Get Uncomfortable and Talk About Sexual Harassment (repeat session)CANARY 3-4 | FOS HR
See description on page 23
M Karen Wilson Principal Public Sector Practice Guidehouse
1150 am ndash 1250 pm
Luncheon and Awards CeremonyCYPRESS BALLROOM See page 41
105 ndash 220 pm
T119 Certified Government Financial Manager (CGFM)CRYSTAL A-B | FOS PD
Discover the value of the CGFM designation Participants will hear from colleagues on why they pursued this certification and how it has helped advance their careers and distinguish them from others in their field You will also learn tips for preparing for the three CGFM exams
M Katya Silver Dir of Professional Certification AGA
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
T120 Leadership Ethics and Decision Making in Early AuditsCRYSTAL K-L | FOS BETH
Everyone is faced with various levels of ethical dilemmas at work and leadership can often create a culture that promotes unethical behavior without realizing the consequences Join this session to explore how ethics are integral to the behavior of employees and the impact of the behavior on early audits
M Robert Hart Sr Mgr EY
T121 Disrupting Improper PaymentsCRYSTAL H | FOS IT
Preventing improper payments is a government-wide challenge Join this session to learn how to make significant improvements and leverage disruptive technology to promote data sharing recipient authentication and encourage stakeholder collaboration Panelists will share best practices and explore ways to address root causes
M Steven Bernstein Exec Dir Electronic Payments Product Exec JP Morgan Treasury Svcs
T122 Fraud in Federal Assistance ProgramsCRYSTAL C-F | FOS AUDG
This session will give attendees an in-depth look at how fraud in federal programs was handled by state agencies federal grantors and state prosecutors This topic will explore case studies on the Summer Food Service Program and the Child and Adult Care Food Program
M Jeff Hart AGA PNP
Like us on
26 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T123 AGArsquos Grant Survey Improving Grantee ComplianceGRAND 12-14 | FOS MGMT
Recognizing challenges with grantee compliance AGA conducted a nationwide survey of federal grant recipients on implementation issues related to the Uniform Guidance (2 CFR 200) This session will focus on strategies and activities to address the most troubling areas identified by respondents
M James McKay Principal SME Grants Management Line of Business KGS
T124 Agency Risk Profile Lessons Learned and ValueCANARY 1-2 | FOS MGMT
This session will focus on agenciesrsquo experience from their A-123 Risk Profile definition process This session will include discussion of lessons learned outcomes achieved and value created
M Daniella Datskovska Dir ERM and Internal Control TFC Consulting Inc
Helping you succeed is ours Learn more at KPMGcomusfederal
Anticipate tomorrow Deliver today
copy 2017 KPMG LLP a Delaware limited liability partnership and the US member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (ldquoKPMG Internationalrdquo) a Swiss entity Some of the services or offerings provided by KPMG LLP are not permissible for its audit clients or affiliates NDPPS 677263
Your business is serving the public
AGA PDT 2018 | ORLANDO 27
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T125 Conflict in the Workplace Surviving and ResolvingCRYSTAL M-Q | FOS PD
Explore the types and causes of conflict in the workplace Participants will learn how to handle and manage conflict in the workplace Experts will share techniques for dealing with co-workers supervisors and staff in various situations involving both positive and negative conflicts
M Peggy Javery Acting Assoc CFO USDA
T126 FASAB Update Leases and More to ComeCANARY 3-4 | FOS ACCG
Hear from FASAB staff about recently-issued standards open proposals and proposals under development FASAB staff will discuss implementation of the new standards Additionally insights regarding new developments will be shared along with tips to help you prepare
M Wendy Payne Exec Dir FASAB
105 ndash 325 pm
EXEC2 AGA Digital Executive Session (invitation only)GRAND 9-11 | FOS IT
Learn about emerging technologies that may soon change the way you support your organizationrsquos mission Understand priorities challenges issues and opportunities from government leaders Engage in a highly interactive and engaging discussion on the latest strategies for digital transformation and exchange ideas and solutions with colleagues that you can bring back to your organization
M Kevin Greer VP CGI Federal
235 ndash 325 pm
T127 Medicaid The Elephant in the RoomCANARY 3-4 | FOS ACCG
Medicaid is a critical service in the lives of millions of Americans It is also a major expense for both federal and state entities This session will explore the ways that federal managers and state auditors are collaborating to make sure that these allocated dollars are spent wisely
M Kinney Poynter Exec Dir NASACT
T128 Path to Auditability Implementing New FASAB StandardsCANARY 1-2 | FOS ACCG
This session will provide an understanding of SFFAS 48 Opening Balances for Inventory Operating Materials and Supplies Stockpile and SFFAS 50 Establishing Open Balances for General Property Plant and Equipment and discuss tips for successful implementation Additionally participants will hear about implementing the standards mdash including the pitfalls and best practices for success
M Eveka Rodriguez Partner Grant Thornton LLP
T129 Data Analytics for FraudCRYSTAL A-B | FOS AUDG
Proactive data monitoring and use of data analytics can prevent your entity from being subject to a public fraud This session will show attendees how proactive data analysis techniques and tools can save money prevent bad publicity and detect fraud faster with fewer resources
M Sarah Hays Programming Dir Data Coalition
28 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T130 Planning for Federal Funding DecreasesCRYSTAL C-F | FOS FIN
State and local governments federal funding sources are always in flux This session will feature a panel of state and local government leaders discussing what plans they have in place in the event of a reduction of federal funds
M Lealan Miller AGA FMSB Chair
T131 My Data Was Just BreachedCRYSTAL K-L | FOS IT
Access to data is key to effective analytics However with recent data breaches security standards around data transfer and storage have tightened This session discusses steps to follow to ensure secure handling of data in analytics programs
M Phil Magrogan COO Immersion Consulting
MAKES A DIFFERENCE
Find the six dierences in the two photos Present at booth 202 for your prize
2677 Prosperity Avenue Suite 100 Fairfax Virginia 22031 wwwkforcegovcom Kforce_govKGS
RISKMANAGEMENT
COMPLIANCE ampAUDIT SERVICES
GRANTSMANAGEMENT
FINANCIALIMPROVEMENT
FINANCIALTECHNOLOGY
AGA PDT 2018 | ORLANDO 29
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T132 Communicating Effectively Skills and TechniquesCRYSTAL M-Q | FOS COMS
Improve your communication skills with colleagues customers supervisors and staff mdash and learn how to adjust styles based on with whom you communicate verbally vocally and visually This interactive session will address the needs concerns and frustrations of communicating effectively in todayrsquos workplace
M Dave LeBlanc SVP-at-Large AGA
T133 The Presidentrsquos Management Agenda and the Uniform GuidanceCRYSTAL C-F | FOS MGMT
The Presidentrsquos Management Agenda (PMA) was released in March 2018 This session will discuss the PMA Cross Agency Priority (CAP) Goal 8 Results-Oriented Accountability for Grants This session will also discuss the connectivity between OMBrsquos Uniform Guidance the PMA and the future vision for the world of grants
M Charles Hester InstructorConsultant AGA RVPndashWest Coast Region
325 ndash 405 pm
Coffee Break with ExhibitorsROYALSABALSAGO
330 ndash 545 pm
Young Professionals RoundtableMIAMI | FOS PD
Hear what accomplished leaders deem essential success factors for young professionals in todayrsquos ever-changing and challenging government financial management environment Interactive QampA will focus on leadership networking communication mentorship advancement and change management Speed networking session immediately follows for participants
405 ndash 455 pm
T134 Uniform Guidance Year Three mdash What You Still Donrsquot KnowCANARY 1-2 | FOS AUDG
The Uniform Guidance has been in effect for more than three years yet there are still several aspects to implement This presentation will explore those topics as well as best practices identified over the past three years
M Lealan Miller AGA FMSB Chair
T135 Protect Taxpayer DollarsGRAND 12-14 | FOS AUDG
Government vendors have larger and more contractual requirements which can lead to greater need for vendor audits Join this session to explore how vendors are audited to make sure they provide the government with the full set of contracted services and ultimately protect taxpayer dollars
M Kim Farington CFO FirstNetHave session ideas
for PDT 2019Join the PDT technical
committee email meetingsagacgfmorg
30 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
ARE YOU READY
cohnreznickcomindustriespublic-sector
CohnReznick helps forward-thinking public sector organizations address stringent regulatory requirements strengthen risk managementand achieve their business goals
Visit Us at Booth 302
T136 Improving Federal Government Employee MoraleCRYSTAL M-Q | FOS HR
What resources are available in the federal government structure to keep employees engaged and satisfied Are there things that the finance community can and should be doing to support employee morale in their agencies This session will explore how government offices can make changes that can result in higher productivity and employee engagement
M Anthony Scardino Dep Under Secrsquoy and Dep Dir USPTO
T137 Process Robotics Building Finance Bots LIVECRYSTAL A-B | FOS IT
Hear from digital labor experts about how operations improvements with robotics and cognitive solutions can drive greater efficiency cost management and employee morale This session will also feature a live demo of digital labor currently in action at a federal agency
M Chris Huff US Public Sector RPA Lead Deloitte Consulting LLP
AGA PDT 2018 | ORLANDO 31
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T138 Be Our Guest Magical Service for Finance CustomersCRYSTAL C-F | FOS MGMT
Disney has legendary customer service Hear about the practices taught by the Disney Institute and learn how you can deliver world-class financial accounting and audit services in your own organization
M Reed Waller Asst Dir Financial Management Initiatives Group DOJ
T139 Next Generation Leaders New Skills and New NeedsCRYSTAL H | FOS PD
Much has been discussed about millennials in the workplace but what are the keys to building the younger generation into effective leaders This session will explore how their immersion in technology gives them strengths and challenges when taking on new responsibilities as leaders in the federal workplace
M Doreen Shute Managing Principal CliftonLarsonAllen LLP
T140 Program Evaluation mdash Letrsquos Tell the TruthCRYSTAL K-L | FOS MGMT
This session will discuss the benefits of conducting program evaluations to determine program effectiveness support data analyses and make informed budget decisions Hear from federal state and local representatives who have conducted program evaluations and learn how the results were used
M Robert Tuccillo CFO Federal Transit Administration
T141 Look No Further Intergovernmental Job Aids to the RescueGRAND 9-11 | FOS ACCG
Learn about available tools guides and job aids for all levels of government developed by AGArsquos Intergovernmental Partnership (IP) program During this session government leaders will showcase tools and other resources available on AGArsquos website (wwwagacgfmorgtools-resources)
M Clark Partridge State Controller AZ
405 ndash 530 pm
Corporate Partner Advisory Group (CPAG) MeetingNEW ORLEANS
CPAG representatives and those from organizations interested in joining the program are invited to participate in this annual business meeting This meeting is an excellent opportunity to network with other corporate partner representatives and learn how to maximize your organizationrsquos partnership with AGA
8 ndash 10 pm
AGA Networking ReceptionMARRIOTT HOTEL LOBBY BAR
Join us for some after-dinner networking and socializing
32 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
See description on page 14
630 am ndash 4 pm
Registration Open
715 ndash 815 am
National Awards BreakfastCYPRESS BALLROOM
820 ndash 910 am
W100 Plenary Session OMBTreasuryDoD UpdateCYPRESS BALLROOM | FOS ACCG
David Lebryk Fiscal Asst Secrsquoy Treasury
David Norquist Under Secrsquoy of Defense (Comptroller) CFO DoD
Tim Soltis Dep Controller OMB
M Ann Ebberts CEO AGA
910 ndash 10 am
W101 Plenary Session Innovate the Way You InnovateCYPRESS BALLROOM | FOS PD
Learn how to create a culture of innovation within your organization Mr Shapiro will highlight how to use a challenge-centered approach to measure innovation the process of experimentation and how to maximize return on investments
Stephen Shapiro Innovation Expert
10 ndash 1030 am
Coffee BreakCRYSTAL FOYER
1030 ndash 1145 am
W102 One on One with GASB mdash An UpdateGRAND 9-11 | FOS ACCG
Meet with members of the GASB to receive the most up-to-date information regarding GASB standards exposure drafts and other projects that affect governments and their auditors
M Lealan Miller AGA FMSB Chair
W103 DoD Audit UpdateCANARY 1-2 | FOS AUD
This session will focus on the major audit and financial improvement activities underway across DoD
M Bryan Nelms Principal Kearney amp Company
W104 Understanding and Using the New Service Organization Control ReportsCANARY 3-4 | FOS AUDG
This session will discuss the significant changes underlying the new service organization control reports issued under AT-C 320 (formerly SSAE 16)
M Asif Khan Dir FM and Assurance GAO
W105 Managing in the Changing Workplace EnvironmentCRYSTAL A-B | FOS HR
Hear about the techniques and tools available to managers to maintain a team-building environment with a significant number of employees teleworking
M Thalia Melendez Dir of Audit Svcs NY State Educ Dept
AGA PDT 2018 | ORLANDO 33
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W106 Data All Around Us mdash CFOrsquos Move to a New NormalCRYSTAL M-Q | FOS IT
Advanced data analytics have turned data into powerful insights to manage programs and enhance the citizen experience as never before This session will explore how the availability of data is changing the role of the CFO
M Jorge Asef-Sargent Partner KPMG LLP
W107 How Emerging Technologies Will Transform Payments and CollectionsCRYSTAL K-L | FOS IT
Payments and collections are fertile ground for emerging technologies Artificial intelligence robotics Blockchain big data and the continued digitization of commerce will continue to transform payments and collections Panelists will share their futurist views of the payments and collections landscape
M Joe Hussey Managing Dir JP Morgan Treasury Services
W108 Cloud Enterprise Reporting mdash The FIRST FrontierCRYSTAL C-F | FOS IT
This session will explore cloud enterprise reporting Attendees will learn how to utilize the cloud to streamline external reporting by ingestion data centrally and then maximizing the utility of data to enhance integrity and inform management decisions
M Demek Adams Principal Grant Thornton LLP
W109 Annual Womenrsquos Forum Leading in Life and CareerCRYSTAL H | FOS PD
Empowered women are a cornerstone of effective government and a more competitive federal state and local workforce of the future Join this powerful annual convening of women leaders in accounting finance and technology as they discuss their journey and careers with high-impact and meaning
M Tracey Walker Natrsquol Dir Govt Affairs Culture Diversity and Inclusion RSM US LLP
W110 Federal Financial Standards Will We Get ThereGRAND 12-14 | FOS ACCG
Department of the Treasuryrsquos Office of Financial Innovation and Transformation (FIT) is defining federal financial standard references to promote innovation a common knowledge base and processes to improve interoperability of federal systems Join this session for an update on FITrsquos work and the expected benefits of this initiative
M Marshall Henry FM Program Manager Treasury Fiscal Service
1145 am ndash 1245 pm
National Awards LuncheonCYPRESS BALLROOM
1 ndash 2 pm
Financial Management Standards Board MeetingWASHINGTON
34 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1 ndash 215 pm
W111 Conducting Effective Assessments of Internal ControlsCRYSTAL K-L | FOS ACCG
This session will introduce participants to key concepts issues and standards necessary to design and implement policies to achieve the organizationrsquos objectives
M Sefton Boyars ConsultantTrainer Sefton Boyars CGFM CPA
W112 New Fraud Fighters Cryptocurrencies Blockchain and Secure TransactionsCRYSTAL C-F | FOS AUD
Government is inherently a transactional business From deeds to disbursements the quantity of documents governments maintain on paper and digital image continues to grow Criminals are abusing the current processes to commit fraud at an increasing rate Learn how you can use Blockchain to disrupt and combat fraud
M Jay Schulman Principal RSM US LLP
W113 Data Visualization mdash Using Geographic Information Systems as an Audit ToolGRAND 9-11 | FOS AUDG
Geographic Information Systems (GIS) are increasingly being utilized as a tool to present audit information Learn from experts on how recipients of government services using GIS provides a wealth of audit opportunities
M Gwendolyn Sewell Chief Mission Compliance and Audit ReadinessAccounting Air Force
W114 Finance 2020 Embracing the Changes to ComeCRYSTAL A-B | FOS MGMT
What is the role of CFOs and senior finance staff in this rapidly changing digital world This session will explore the evolution in the field from an expense control spreadsheet-driven and retrospective reporting center into a predictive analytics powerhouse
M Scott Quehl Sr Principal Accenture Federal Services
W115 Quality Management ConfrontationGRAND 12-14 | FOS MGMT
How do you optimize resources and maximize efficiency Join our panel of experts as they discuss various topics in performance management and answer questions such as ldquoHow is quality management implemented throughout an organizationrdquo and ldquoHow do you view and plan around resource allocationrdquo
M Wayne Ference Partner Castro amp Company LLC
W116 Enterprise Risk Management Stories from the Front LinesCRYSTAL H | FOS MGMT
For the past two years agencies have been working to implement the changes made to OMB A-123 This session will feature feedback from agency risk officers on whether ERM is living up to expectations
M Tom Carroll CFO AOC
AGA PDT 2018 | ORLANDO 35
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W117 Leadership Keys to SuccessCRYSTAL M-Q | FOS PD
Gain perspective from a senior leader in government about how you can make a difference in your organization This entertaining session will cover how to develop people build trust cultivate relationships and communicate more effectively Leadership is possible at any level of government
M Mary Peterman Dep Chief Finance and Procurement AOUSC
W118 Building an Optimal Analytics-Driven Program Integrity OfficeCANARY 1-2 | FOS MGMT
With the passage of the Fraud Reduction and DATA Act agencies are under increased pressure to have effective program integrity offices that leverage data analytics and focus on outcomes Hear best practices found from a comprehensive pilot project conducted at the VA
M Linda Miller Dir Grant Thornton LLP
W119 Competencies The Thread that BindsCANARY 3-4 | FOS HR
DoD like other agencies is required by law to develop functional competencies to use in strategic workforce planning The DoD FM community developed 24 enterprise-wide FM competencies Learn how these competencies serve as the thread which binds the FM workforce development portfolio into a coherent strategic plan which guides career development
M Jansen Sauvageau SVP PNC Bank
230 ndash 3 pm
AGA National President Gavel ExchangeCYPRESS BALLROOM
3 ndash 4 pm
W120 Closing Plenary Session Shift Your Brilliance Leading Amidst UncertaintyCYPRESS BALLROOM | FOS PD
This session will teach participants how to solve problems get out of the past and think like a leader of the future You will develop an enhanced sense of perspective understand where you shine and learn how to lead without a title to create effective change
Simon Bailey Author amp Inspirational Coach
M John Lynskey AGA 2018ndash2019 National President
6 ndash 11 pm
Presidentrsquos Appreciation ReceptionROYALSABALSAGO
Join us as we celebrate and thank 2017ndash2018 AGA National President Jim Arnette for his service and contributions to AGA and the financial management community
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
36 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
AGA PDT 2018 | ORLANDO 37
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
Please join us in thanking our sponsors for their generous support of AGArsquos 2018 Professional Development Training
PLATINUM SPONSORS
Accenture Federal ServicesVIRTUAL EXPERIENCE
Rowan MirandaManaging Dir CFO Advisory Practice Leadrowanamirandaaccenturefederalcomwwwaccenturefederalcom
Accenture Federal Services a wholly owned subsidiary of Accenture LLP is a US company with offices in Arlington Va Accenturersquos federal business has served every cabinet-level department and 30 of the largest federal organizations Accenture Federal Services transforms bold ideas into breakthrough outcomes for clients at defense intelligence public safety civilian and military health organizations
Grant Thornton LLPTOTE BAGS
Robert SheaPrincipal Global Public Sectorrobertsheausgtcomwwwgranthorntoncompublicsector
Grant Thornton LLP the US member firm of Grant Thornton International is one of six global accounting tax and business advisory organizations Our Global Public Sector based in Alexandria Va is a management consulting business providing responsive and innovative financial performance management and systems solutions to governments and international organizations
GOLD SPONSORS
CGIDIGITAL EXECUTIVE SESSION
Kevin GreerVP Mgmt Consulting KevinGreercgifederalcomwwwcgifederalcomusfederal
A global leader in IT business process and professional services CGI partners with federal agencies to provide end-to-end solutions for defense civilian and intelligence missions Since 1976 we have delivered quality services to help clients achieve results at every stage of the program product and business lifecycle
38 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CliftonLarsonAllenBADGE HOLDERS
Doreen ShuteManaging Principal Fed Govt SvcsDoreenShuteCLAconnectcomwwwCLAconnectcom
CLA is a professional services firm delivering integrated advisory outsourcing and public accounting capabilities to help clients succeed professionally and personally Our practice group members are recognized industry experts and established leaders in the government community We focus on active engagement in the industry a sentiment beyond meeting requirements and standards
DeloitteWATER BOTTLESHYDRATION STATIONS
Colin Duncan Managing Dircoduncandeloittecom wwwdeloittecomusfederal
Deloittersquos Government and Public Services practice consists of more than 12000 professionals across the country serving federal state and local government and higher education clients across consulting and advisory functions bring fresh perspective mdash from inside and outside government mdash to help solve our nationrsquos biggest challenges We bring insights from our client experience and research to drive bold and lasting results People Ideas Technology and Outcomes mdash all Designed for Impact
EYAGA EXECUTIVE SESSION
Bill ColbertPartner PI Financebillcolberteycomwwweycomgovpublicsector
The Government and Public Sector practice of Ernst amp Young LLP provides a full range of consulting and audit services leveraging our experience with both government and commercial clients We deliver real change and measurable results through our diverse high-performing teams operational know-how from across our global organization and bold ideas tailored to each clientrsquos unique mission
AGA PDT 2018 | ORLANDO 39
GOLD SPONSORS (continued)
GuidehouseMONDAY LUNCHEON
Christina VanecekMarketing Mgrcvanecekguidehousecomwwwguidehousecom
Guidehouse formerly PwC Public Sector provides management technology and risk consulting to clients around the world through more than 1600 professionals in 20 locations Now as Guidehouse we offer the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected
Kearney amp CompanyPHOTO BOOTH
Erika SteiningerPartneresteiningerkearneycocomwwwkearneycocom
Kearney amp Company a CPA and consulting firm exclusively serving the Federal Government takes pride in its ability to assist agencies in meeting business objectives and complying with complex requirements Practice areas include Financial Reporting and Accounting Support Internal ControlsA-123 Financial Services Financial Healthcare Services Advisory Services and Program Management
KPMG LLPHOST COMMITTEE SHIRTS MONDAY BREAKFAST
Diane DudleyPartner-in-Charge Fed Auditddudleykpmgcomwwwkpmgcom
For more than 100 years KPMG LLP has assisted the government in the civilian defense and intelligence sectors Today we help these organizations adapt to new environments by working with them to transform business models leverage data protect information assets and provide assurance services while focusing on their mission
40 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
CPAG Small Business CommitteeTUESDAY LUNCHEON
Dedicated members of AGArsquos Small Business Committee are proud to sponsor the 2018 PDT Tuesday Awards Luncheon Thank you to 2nd Wave Castro amp Co Immersion RMA Associates TFC Consulting Trilogy Federal and Watkins Government Services
Get Inspired During PDTthen submit your best practices to the Journal of Government Financial Management by Sept 1 2018
Learn more and view the 2018ndash2019 editorial calendar at wwwagacgfmorgjournal
SILVER SPONSORS
JP MorganTUESDAY BREAKFAST
Denise PetittaExec DirDenisePetittajpmorgancomwwwjpmorgancom
JP Morgan is a premier corporate and investment bank with a full suite of global financial services and capabilities Our clients include the worldrsquos most important corporations governments financial institutions pensions sovereign wealth organizations states and municipalities we offer strategic advice and deliver banking services in more than 100 countries
AGA PDT 2018 | ORLANDO 41
SILVER SPONSORS (continued)
RSM US LLPPDT APP amp WIFI
Mary GoldsmithFed Bus Dev Dirmarygoldsmithrsmuscomwwwrsmuscom
RSM US LLP provides risk financial and technology management consulting services to the public sector We are an inclusive enterprise and support AGA CPAG and Womenrsquos forum We help federal state and local entities improve performance through a comprehensive understanding of their business models internal processes objectives and daily realities
BRASS SPONSORS
Automation AnywhereSTANDING SIGN
Sharon OrsquoNeillHead of Americas Field Marketingsharononeillautomationanywherecom wwwautomationanywherecom
Automation Anywhere is the global leader in enterprise-grade comprehensive Robotic Process Automation software including Cognitive and real-time analytics Over 1000 of the worldrsquos largest brands use our platform to create and manage their Digital Workforce and scale their business processes faster with near-zero error rates while dramatically reducing operational costs
Crowe LLPTUESDAY AM COFFEE BREAK
Bert NeuhringRisk Consulting Partnerbertnuehringcrowecomwwwcrowecom
Crowe LLP is a public accounting consulting and technology firm with offices around the world Crowe uses its deep industry expertise to provide audit services to public and private entities The firm and its subsidiaries also help clients make smart decisions that lead to lasting value with its tax advisory risk and performance services
42 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
BRASS SPONSORS (continued)
MastercardMONDAY AFTERNOON COFFEE BREAK
MariBeth McCarthyVP Bus Leadermaribeth_mccarthymastercardcomwwwmastercardcom
Mastercard (NYSE MA) is a technology company in the global payments industry We operate the worldrsquos fastest payments-processing network connecting consumers financial institutions merchants governments and businesses in more than 210 countries and territories Mastercardrsquos products and solutions make everyday commerce activities easier more secure and more efficient for everyone
PNC BankDIRECTIONAL SIGNAGE
Lauren GradwellAccount MgrLaurengradwellpnccomwwwpnccomideas
PNC is one of the nationrsquos largest financial services organizations providing retail and business banking residential mortgage banking specialized services for corporations and government entities including corporate banking treasury management real estate finance asset-based lending wealth management and asset management We are focused on delivering ideas insight and solutions to our clients to help them maximize the value of their business
Williams AdleyMONDAY MORNING COFFEE BREAK
Melinda BuckBus Dev Leadmbuckwilliamsadleycomwwwwilliamsadleycom
Williams Adley is one of the countryrsquos premier certified public accounting and management consulting firms Our diverse knowledge backgrounds and subject-matter expertise help a wide variety of government agencies and businesses achieve their financial program and information technology goals
AGA PDT 2018 | ORLANDO 43
MEDIA SPONSORS
Government Matters
John Meyer Managing DirjmeyerGovMatterstv wwwGovMatterstv
Government Matters is a television news program dedicated to providing non-partisan information and analysis to federal managers contractors and those supporting the federal marketplace The program airs weeknights in Washington DC on NewsChannel 8 Sunday Mornings on ABC 7 and worldwide on the American Forces Network (AFN)
GOVERNING
Meg Keller Dir of Marketingmkellergoverningcomwwwgoverningcom
For 25 years GOVERNING has been the only publication dedicated to providing the information insight and inspiration state and local leaders need to govern effectively Subscriptions for most state and local government professionals are free as is attendance at most GOVERNING events
Route Fifty
Hilery Sirpis Publisherhsirpisgovexeccomwwwroutefiftycom
Route Fifty a new digital publication and events brand from Atlantic Mediarsquos Government Executive Media Group connects leaders and ideas advancing state and local governments with news insight and resources It facilitates sharing of best practices and ideas among those creating government programs policies and institutions for the 21st century
44 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Play AGArsquos Exhibitor Hunt and win big prizes
including FREE registration to an
upcoming AGA training event
View CPEs Earned
Visit httpsessions ats-leads comagapdt2018 and enter your badge number to view CPEs earned during PDT
Note Only CPEs earned from previous day(s) can be viewed
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VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
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MAIN
VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
MAINENTRANCE
Stop by PDT 2019 Booth 102
Relax RechargeGet a free massage
46 AGACGFM | PDT18
Exhibit Hall Floor Plan
Exhibitors by Booth Number
Company Name Booth
Infor 100 Bureau of the Fiscal Service 101Audimation Services 104American Society of Military Comptrollers 106Kearney Photo Booth 107Graduate School 108 Sehlke Consulting LLC 200Guidehouse 201Kforce Government Solutions Inc 202mLINQS LLC 203RSM US LLP 207GrantSolutions 209ACL Services Ltd 300Williams Adley 301CohnReznick Government 302AOC Solutions 303CGI Federal 306Virtual Experience with Accenture 307Savantage Solutions 308TeraThink Corporation 400Lynch Consultants LLC 401Interior Business Center 402GEHA 403
Company Name Booth
IFAS LLC 407TFC Consulting Inc 409Grant Thornton LLP 500RMA Associates LLC 501Castro amp Company LLC 503KPMG LLP 506AGA Community Service amp Silent Auction 507Kearney amp Company 600EY 601AGA 607J P Morgan 701FI Consulting 703CliftonLarsonAllen LLP 706MorganFranklin Consulting 707Becker Professional Education 709Management Concepts 800Qlik Tech Inc 801U S Army Financial Management Command 802The MIL Corporation 805Immersion Consulting 806Automation Anywhere 809
ACL Services LtdBOOTH 300wwwaclcom
ACL is a global software company with innovative solutions for public sector professionals to keep processes in check and provide higher levels of assurance through team-based analytic approaches ACLrsquos platform has helped over 250 government offices globally to bolster compliance manage risks and assure effective governance Learn more at our booth and wwwaclcom
AGABOOTH 607wwwagacgfmorg
AGA is the member organization for government financial management professionals We lead and encourage change that benefits our field and all citizens Our networking events professional certification publications and ongoing education help members build skills and advance their careers Learn about our thought-leadership library online tools CGFM designation and more
AGA PDT 2018 | ORLANDO 47
Exhibitor Appreciation AGA Corporate Partner
AGA Community Service amp Silent AuctionBOOTH 507
Buy tickets and bid for great prizes in our silent auction including gift certificates gift baskets sports memorabilia vacations and more Proceeds support AGArsquos National Community Service Fund the American Cancer Society the American Heart Association the Humane Society and Habitat for Humanity Winners posted daily present the winning ticket to claim your prize
AGA New Orleans ChapterBACK OF EXHIBIT HALLwwwagacgfmorgneworleans
Stop by our booth to learn more about New Orleans and plan your trip to PDT 2019 scheduled for July 21ndash24 2019 You might win a free PDT 2019 registration
American Society of Military Comptrollers BOOTH 106wwwasmconlineorg
ASMC is the non-profit educational and professional organization for persons military and civilian in the overall field of military comptrollership ASMC promotes the education and training of its members and supports the development and advancement of the military comptrollership profession The society provides professional programs to keep members abreast of current issues and encour-ages the exchange of information techniques and approaches
AOC SolutionsBOOTH 303wwwaocfederalsolutionscom
AOC Solutions Inc is a Service-Disabled Veteran-Owned Business providing financial management federal accounting audit readiness support and technology services AOC thought leaders are dedicated to helping agencies identify better ways to analyze accounting and financial data for cost reduction and increased efficiency
Audimation ServicesBOOTH 104wwwaudimationcom
Audimation Services Inc is the US distributor of CaseWare IDEAreg a powerful user-friendly data analytics software tool designed to help profes-sionals extend auditing capabilities detect fraud and meet documentation standards We specialize in helping organizations streamline audits simplify data acquisition and improve business processes
Automation Anywhere BOOTH 809
See write-up on page 42
Becker Professional EducationBOOTH 709wwwbeckercom
Do you need CPE for CGFMreg CPA or the new DoD FM Certification Come ask about our Government Family Offer Nearly half a million professionals have advanced their careers through our CPE programs including CPA Exam Review PMPreg Exam Review Cybersecurity Six Sigma and more And be sure to check out our new program for Certified Anti-Money Laundering Specialists (CAMS)
Bureau of the Fiscal ServiceBOOTH 101wwwfiscaltreasurygov
The Bureau of the Fiscal Service serves as a catalyst for transforming the way the federal government manages finances and delivers shared services Our passion is improving financial management and shared service delivery through efficient and effective operations and through guidance and assistance to others
48 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Castro amp Company LLCBOOTH 503www castroco com
Headquartered in Washington DC Castro amp Company is an audit advisory and accounting services CPA firm with a strong federal customer focus We are a Minority-Owned Small Business offering the personalized services of a small firm with the full resources and quality expected from a larger CPA firm
CGI FederalBOOTH 306
See write-up on page 38
CliftonLarsonAllen LLPBOOTH 706
See write-up on page 39
CohnReznick GovernmentBOOTH 302www cohnreznick com
CohnReznick Government provides audit accounting and financial management compliance risk and integrity monitoring program and project management and disaster response and recovery Our comprehensive project management approach provides clients with reliable processes and delivers accounting insights to help government organizations improve communication administer fiscal and operational strategies and meet compliance requirements
EYBOOTH 601
See write-up on page 39
FI ConsultingBOOTH 703www ficonsulting com
FI Consulting develops effective practical solutions to help federal agencies achieve their missions while operating efficiently managing risk and adapting to a changing policy environment We apply our core strengths in Data Analytics Modeling and Technology to gain program performance insight manage risk improve operations and better deliver mission
GEHABOOTH 403www geha com
GEHA provides medical and dental plans through the FEHB and FEDVIP programs for more than 18 million federal employees retirees and their families GEHA members receive year-round vision and hearing benefits plus other discounts For more information please stop by our booth or visit gehacom and gehadentalcom
Graduate SchoolBOOTH 108www graduateschool edu
Graduate School USA provides a wide range of learning opportunities in formats accessible to adult learners everywhere through training continuing education courses executive and leadership development and credit offerings For professionals in the government auditing and financial management community we offer a comprehensive curriculum taught by leading practitioners
Grant Thornton LLPBOOTH 500
See write-up on page 38
AGA PDT 2018 | ORLANDO 49
GrantSolutionsBOOTH 209www grantsolutions gov
GrantSolutions supports Federal agencies throughout the grants lifecycle mdash from pre-award planning through application award and closeout Our service finds solutions for shared mission needs across agencies while incorporating unique business and regulatory processes for grant programs GrantSolutions is an OMB-selected grants business leader providing end-to-end innovative grants management services dedicated to advancing the mission of Federal agencies
GuidehouseBOOTH 201
See write-up on page 40
IFAS LLCBOOTH 407www ifas-llc com
IFAS is an 8(a) Service-Disabled Veteran-Owned Small Business Woman-Owned Small Disadvan-taged Business providing Program Management Business and Finance Operations Integrated Logistics and IT Support Services to meet specific needs of our clients We provide geographically dispersed support available when and where you need us
Immersion ConsultingBOOTH 806www immersioninc com
Immersion Consulting a Service-Disabled Veteran-Owned Small Business headquartered in Annapolis Md provides business management and technology consulting to government nonprofit and commercial clients Founded in 2004 we specialize in program management financial management technology services and training Our mission provide clients with actionable business solutions that yield sustainable results
InforBOOTH 100www infor com
Infor Public Sector solutions streamline financial management across multiple systems With more than 25 years of public sector experience Infor helps you meet organization demands including budget and audit readiness performance management and financial control with flexible solution deployment options to help you operate more quickly and efficiently
Interior Business CenterBOOTH 402www doi govibc
The Interior Business Center one of several OMB-approved interagency shared-service providers offers acquisition financial manage-ment and HR under a fee-for-service full cost recovery business model By assisting multiple federal organizations IBC can leverage resources to share economies and efficiencies with external customers and our parent agency the US Department of the Interior
JP MorganBOOTH 701
See write-up on page 41
Kearney amp CompanyBOOTH 600
See write-up on page 40
Kforce Governnment Solutions IncBOOTH 202www kforcegov com
Kforce Government Solutions Inc (KGS) provides management and technology solutions to Federal Government and State and local agencies We deliver customized solutions across financial management organizational transformation and IT to solve our clientsrsquo most complex mission and business challenges KGS also offers the innovative TraumaFXreg line of medical training manikins
50 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
KPMG LLPBOOTH 506
See write-up on page 40
Lynch Consultants LLCBOOTH 401www lynchconsultants com
Lynch Consultants provides strategic financial and program advisory and assistance services to the federal government We partner with clients to deliver project management services financial and business support and strategic policy solutions for complex government programs Clients include numerous federal departments including DoD Navy Army VA HHS and HUD
Management ConceptsBOOTH 800www managementconcepts com
Management Concepts is a leading provider of professional development performance improve-ment and talent management solutions for the public sector Since 1973 we have collaborated with the federal government state and local offices non-profit organizations universities and corporations to enhance the performance of teams and organizations Follow us on Twitter Mgmt_Concepts
The MIL CorporationBOOTH 805www milcorp com
The MIL Corporation has grown steadily for 36 years and remains dedicated to excellence service and support across our four major service areas financial management and systems support information technology cyber security and systems and C4 engineering For more information please visit us at wwwmilcorpcom or on Facebook at httptinyurlcomFacebookMIL
mLINQS LLCBOOTH 203www mLINQS net
mLINQS a Service-Disabled Veteran-Owned Small Business founded in 2003 provides the govern-mentrsquos leading employee relocation management system and E-Gov travel (ETS2) consulting services Since 2004 mLINQS relocation system has automated relocations and tracked expenses for more than 30 agencies
MorganFranklin ConsultingBOOTH 707www morganfranklin com
MorganFranklin Consulting headquartered in McLean Va provides business consulting and technology solutions to public companies fast-growing private companies and US govern-ment agencies Third-party customer satisfaction surveys highlight the companyrsquos reputation for being hands-on flexible and skilled at bringing diverse groups together to complete projects on time and within budget
Qlik Tech IncBOOTH 801www qlik com
Qlikreg is the leading data analytics platform and the pioneer of user-driven business intelligence Its portfolio of cloud-based and on-premise solutions meets customersrsquo growing needs from reporting and self-service visual analysis to guided embedded and custom analytics regardless of where data is located
RMA Associates LLCBOOTH 501www rmafed com
RMA an SBA Certified 8(a) Small Business located in the Washington DC metropolitan area specializes in audit consulting and advisory
AGA PDT 2018 | ORLANDO 51
RSM US LLPBOOTH 207
See write-up on page 42
Savantage SolutionsBOOTH 308www savantage net
Savantage Solutions a CMMIreg Level 3 Rated and ISO 90012008 certified company is a leading provider of software development business consulting and program management support services One of only five vendors of financial management systems certified for federal use Savantage takes pride in its service excellence
Sehlke Consulting LLCBOOTH 200www sehlkeconsulting com
Founded in 2011 Sehlke Consulting is a Service-Disabled Veteran-Owned Small Business and Historically Underutilized Business Zone (HUBZone) firm based in Arlington Va We provide comprehensive leading solutions in Financial Management Acquisition Management Logistics and Supply Chain Management and National Security amp Defense Programs
TeraThink CorporationBOOTH 400www terathink com
TeraThink takes pride in the outstanding reputation we have earned over the past 15 years for delivering superior results to federal customers With expertise in agile development enterprise application technologies financial services and cloud solutions our delivery platform brings exceptional scale and value to support customersrsquo transformation business automation and mission-related goals Visit our booth and wwwTeraThinkcom for more information
TFC Consulting IncBOOTH 409www tfcci net
A licensed CPA firm Small Disadvantaged Business and ISO 9001_2015-certified enterprise TFC is the trusted partner of federal agencies facing complex financial management challenges Now celebrating 15 years of success and excellence in assisting clients TFC develops and implements comprehensive solutions to improve financial management environments and achieve operational efficiency
US Army Financial Management CommandBOOTH 802www facebook comUSAFMCOM
US Army Financial Management Command is responsible for the delivery of Army-wide Financial Management (FM) functions including Enterprise Resource Planning systems support audit and compliance support financial operations support and ERP business process standardization support and for providing operational oversight of Army field FM activities
Williams AdleyBOOTH 301
See write-up on page 43
Note The contents of this exhibitor list were compiled from information supplied by exhibitors While every effort has been made to ensure contents are correct AGA is unable to accept liability for errors or omissions or for any claims made by exhibitors
52 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AGA PDT 2018 | ORLANDO 53
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AIG Assistant Inspector GeneralAssoc AssociateAsst AssistantBus BusinessCEO Chief Executive OfficerCFO Chief Financial OfficerCIO Chief Information OfficerCo CountyComm CommitteeCOO Chief Operating OfficerCPAG Corporate Partner Advisory GroupDep DeputyDept DepartmentDev DevelopmentDir DirectorDiv DivisionEduc EducationERM Enterprise Risk ManagementExec ExecutiveFed FederalFM Financial ManagementGM General Manager Govt Government
Fields of Study See page 4 for list of Fields of Study
AOC Architect of the CapitolAOUSC Administrative Office of the
US CourtsCommerce US Department of CommerceDHHS US Department of Health
and Human ServicesDHS US Department of
Homeland SecurityDLA Defense Logistics AgencyDoD US Department of DefenseDoE US Department of EnergyDOI US Department of the InteriorDOJ US Department of JusticeDoS US Department of StateFASAB Federal Accounting Standards
Advisory BoardFiscal Service Bureau of the Fiscal ServiceFIT Office of Financial Innovation
and TransformationFMSB Financial Management Standards
BoardFTA Federal Transit Administration
HR Human ResourcesIG Inspector GeneralIT Information TechnologyMgmt ManagementMgr ManagerNatrsquol NationalOfc OfficePNP AGA Past National
PresidentPNT AGA Past National
TreasurerRPA Robotic Process
AutomationRVP Regional Vice PresidentSecrsquoy SecretarySME Subject Matter Expert Sr SeniorSvc ServiceSVP Senior Vice PresidentTech TechnicalUniv UniversityVP Vice President
GAO Government Accountability OfficeGASB Government Accounting Standards
BoardGSA US General Services
AdministrationHUD US Department of Housing
and Urban DevelopmentIRS Internal Revenue ServiceNASA National Aeronautics and Space
AdministrationNSF National Science FoundationOCFO Office of the Chief Financial OfficerOIG Office of Inspector GeneralOMB Office of Management and BudgetSBA Small Business AdministrationTreasury US Department of the TreasuryUSAID US Agency for International
DevelopmentUSDA US Department of AgricultureUSPTO US Patent and Trademark OfficeVA US Department of
Veteran Affairs
54 AGACGFM | PDT18
Glossary
MAIN CONVENTION CENTERSINGLE-LEVEL
REGISTRATION
CYBER LOUNGE
EX
HIB
IT H
ALL
PLENARY S
ESSIO
NS
AGA PDT 2018 | ORLANDO 55
Convention Center Floor Plans
圀䔀 䰀䤀匀吀䔀一 簀 圀䔀 䤀一一伀嘀䄀吀䔀 簀 圀䔀 䐀䔀䰀䤀嘀䔀刀
吀愀猀栀甀 吀爀椀瘀攀搀椀Ⰰ 倀爀攀猀椀搀攀渀琀䌀䔀伀 㜀㤀㐀 漀爀 琀琀爀椀瘀攀搀椀䀀琀昀挀挀椀渀攀琀
嘀椀猀椀琀 漀甀爀 眀攀戀猀椀琀攀 愀琀 眀眀眀琀昀挀挀椀渀攀琀
䘀漀爀 洀漀爀攀 椀渀昀漀爀洀愀琀椀漀渀 挀漀渀琀愀挀琀 吀䘀䌀
椀猀 琀栀攀 琀爀甀猀琀攀搀 瀀愀爀琀渀攀爀 昀漀爀 昀攀搀攀爀愀氀 愀最攀渀挀椀攀猀 琀栀愀琀愀爀攀 昀愀挀椀渀最 挀漀洀瀀氀攀砀 ǻ渀愀渀挀椀愀氀 洀愀渀愀最攀洀攀渀琀 挀栀愀氀氀攀渀最攀猀
吀䘀䌀 䌀漀渀猀甀氀琀椀渀最 䤀渀挀
뜀뜀
뜀뜀뜀뜀
䔀渀琀攀爀瀀爀椀猀攀 刀椀猀欀 䤀渀琀攀爀渀愀氀䌀漀渀琀爀漀氀猀 䄀搀瘀椀猀漀爀礀䤀洀瀀爀漀瀀攀爀 倀愀礀洀攀渀琀猀䴀攀愀猀甀爀攀洀攀渀琀 刀攀洀攀搀椀愀琀椀漀渀䘀椀渀愀渀挀椀愀氀 刀攀瀀漀爀琀椀渀最 䄀䄀挀挀漀甀渀琀椀渀最 伀瀀攀爀愀琀椀漀渀猀䘀椀渀愀渀挀椀愀氀 匀琀愀琀攀洀攀渀琀 䌀漀洀瀀氀椀愀渀挀攀 䄀甀搀椀琀䐀愀琀愀 䄀渀愀氀礀琀椀挀猀 伀瀀琀椀洀椀稀愀琀椀漀渀䤀吀 匀攀挀甀爀椀琀礀 刀攀瘀椀攀眀 䄀猀猀攀猀猀洀攀渀琀
伀甀爀 瘀愀氀甀攀ⴀ愀搀搀攀搀 猀攀爀瘀椀挀攀猀㨀
圀栀愀琀猀 礀漀甀爀 渀攀砀琀 洀漀瘀攀㼀
䴀愀渀礀 瀀愀琀栀猀Ⰰ 漀渀攀 挀漀爀爀攀挀琀 爀漀甀琀攀 䘀漀氀氀漀眀 吀䘀䌀 愀氀漀渀最 琀栀攀 爀漀甀琀攀 琀漀 猀甀挀挀攀猀猀 䘀椀爀猀琀 琀栀愀琀 挀漀爀爀攀挀琀氀礀
挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀
Dear Friends and Colleagues
Welcome to AGArsquos 2018 Professional Development Training (PDT) I hope you are as excited as I am to explore sessions on accounting auditing business management finance ethics and more
The theme of my presidential year was ldquoAccountants and Accountability Professionals Working Together to Make Government Work Betterrdquo AGA training events such as
PDT can make that objective a reality PDT is the event for government financial management professionals
PDT is always my favorite training and networking opportunity of the year So while you are in Orlando be sure to take advantage of our robust schedule Attend and participate in as many sessions and networking events as possible and take the time to visit our exciting exhibit hall to learn about the new developments in the field When you see me around be sure to say ldquohellordquo
I would like to take a moment to recognize and thank our PDT technical committee Without their tireless efforts talents and time this event would not be successful
Thank you for attending this yearrsquos PDT and supporting AGA on our mission to advance accountability transparency and leadership across all levels of government
Sincerely
James R Arnette Jr 2017ndash2018 AGA National President
ContentsContinuing Professional Education (CPE) 4
Tips amp Information 5
Schedule at-a-Glance 8
Agenda 10
Sponsors 38
Exhibitors 46
Glossary 54
Convention Center Floor Plans 55
Welcome
AGA PDT 2018 | ORLANDO 3
FREE
WiFiIN CONVENTION
CENTER Network PDT2018 Password RSMUS
CPE Tracking ProcessPer requirements set forth by NASBA AGA tracks attendance for effective and efficient reporting
Your name badge is imprinted with a unique barcode Name badges will be scanned at random times for each session as you enter or exit AGA will use the process to tally your attendance and create your continuing professional education (CPE) certificate CPE certificates will be available online to print two weeks after the training Only registrants who are paid in full will be eligible for CPE hours Questions Contact 800 AGA 7211 ext 322 or educationagacgfm org
CPE RecognitionCheck your certification programs for recognition of CPEs earned during AGArsquos national educational events
CPEs earned can be used to fulfill CGFM
CPE requirements Learn more wwwagacgfmorgcgfm
NASBA RegistryAGA is registered with the National Association of State Boards of Accountancy (NASBA)
as a sponsor of CPE on the National Registry of CPE Sponsors State boards of accountancy have final authority on the acceptance of individual courses for CPE credit Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website wwwnasbaregistryorg National Registry of CPE Sponsor ID 104201
CPE Fields of StudyEach sessionrsquos Field of Study (FOS) is indicated within the agenda
ACC Accounting
ACCG Accounting (Governmental)
AUD Auditing
AUDG Auditing (Governmental)
BETH Behavioral Ethics
BMO Business Management and Organization
COMS Communications and Marketing
FIN Finance
HR Human ResourcesPersonnel
IT Information Technology
MGMT Management Services
PD Personal Development
SK Specialized Knowledge
STAT Statistics
TAX Taxes
4 AGACGFM | PDT18
Continuing Professional Education
Name Badge PolicyYour badge is proof of registration and allows you access to sessions post-training events and the exhibit hall Please wear it
The exhibit hall is only open to registered attendees
Spouses and guests may accompany you to the Presidentrsquos Appreciation Event on Wednesday evening
Medical Emergencies Personal Safety and Special AssistanceThe emergency contact information you provided is on the back of your name badge Please verify the information mark any changes and add any medical conditions or allergies Any information regarding a disability will remain confidential
If you require special assistance please let AGA staff know or stop by the Registration Desk Because many arrangements require pre-planning requests received on-site cannot be guaranteed In the event of an emergency please contact the Emergency Life Line (x55555) from any house phone
Photography DisclosureBy participating in this training event you grant AGA the right to use your name and photograph for promotional materials
AllergiesDietary RestrictionsAttendees who notified us about food allergies or dietary restrictions that prevent them from eating the standard entreacutee selection are provided with a vegetariangluten-free meal
Substitutions may not be possible Please make alternative meal arrange-ments if you have severe food allergies or specific dietary restrictions
Lead Retrieval DisclosureExhibitors can rent a lead-retrieval system to track visitors to their booth Allowing an exhibitor to scan your badge indicates your consent for the exhibitor to obtain your contact information and correspond with you
QuestionsCommentsConcernsFor information regarding AGArsquos administrative policies including refunds and cancellations email meetingsagacgfmorg
AGA PDT 2018 | ORLANDO 5
Tips amp Information
National Award CeremoniesThroughout the PDT AGA
recognizes individuals who have made outstanding contributions to
the association and the government financial management profession it serves See the Awards Program for
more information and schedule
Attendee ResourcesSPEAKER BIOS amp PRESENTATIONSAny bios and presentations made available to AGA are posted in the online agenda or the mobile app
RECORDED SESSIONSAttendees receive free
access to the recorded sessions in the online library
See flyer in your attendee bag for instructions on how to access free online recorded sessions
Note Recordings will be available 14 business days post-PDT Recorded sessions are not eligible for CPE credits
Be part of the discussionVisit the App store or Google Play and search for ldquoAGA PDT 2018rdquo to download the app Then access sessions exhibitors and floor plans view speaker information and connect with fellow attendees and more from your mobile device
1 Open the PDT 2018 app click the ldquoEngagerdquo icon and select the session you want to join
2 Click the ldquoAskrdquo button to submit a question
3 Read questions fellow attendees ask Up-vote a question by clicking the arrow on the left-hand side of the question the most popular questions rise to the top
4 You can also respond to polls and evaluate sessions
6 AGACGFM | PDT18
AGA PDT
2018
Check the PDT app or visit www agacgfm orgpdtsteps to log your steps
Two ways to win
1 walk 10000+ steps per day for a chance to win FREE registration to an upcoming AGA event or
2 walk the most steps in a day and win a gift card
READY SET WALK
Tips amp Information
Stop by the amp Social Media HubLOCATION CRYSTAL FOYER
Has your LinkedIn profile been neglected Itrsquos time for a profile makeover Enhance your online brand build your network and increase engagement on your LinkedIn profile Our experts can review your profiles in under 10 minutes and give you tips to take your LinkedIn profile to the next level Thatrsquos not all Learn how to tweet and use social media platforms for your personal and professional development
Attendee Conduct PolicyAGA is dedicated to providing a safe hospitable and productive environment for everyone attending our events regardless of ethnicity religion disability physical appearance gender or sexual orientation It is important to remember that a community where people feel unsafe or threatened is neither healthy nor productive AGA prohibits intimidating threatening or harassing conduct during our training events This policy applies to speakers staff exhibitors sponsors volunteers contractors and attendees PDT participants found to have violated this policy may be sanctioned including being removed from the PDT and barred from future events at the discretion of AGA
AGA PDT 2018 | ORLANDO 7
Play the PDT SCANvenger Quest for a Chance to Win Great PrizesPLAY SCAN WIN1 On the PDT 2018 app menu
tap ldquoLoginrdquo and enter your Badge Number You must login to play the game
2 Complete fun and simple tasks Scan QR codes using the built-in QR reader in the PDT app
3 Top 10 points earners will win gift cards and Top 3 will each receive $100 gift card Check the Leaderboard in the PDT app at 1200 p m on Wednesday July 25 to see if yoursquore a winner and collect your winnings at the PDT registration Badge identification required
Scan this QR code now and earn 25 points instantly
See flyer in your PDT bag for more information
MEET YOUR MATCH
PDT 2018W
IN G
REAT PRIZES
WINSee y
our attendee bag fo
r deta
ils
TIME EVENT LOCATION
SU
ND
AY
JU
LY 2
2 8 am ndash 6 pm Registration Open Palms Foyer
815 ndash 11 am National Board of Directors (NBD) Meeting Canary 3-4
1030 am ndash 1 pm Intergovernmental Partnership Steering Committee Meeting (invitation only)
New Orleans
1110 am ndash noon Bonus Session Dorsquos amp Donrsquots of Social Networking
Crystal H
1130 am ndash 1 pm AGA Past National President Luncheon New York
1130 am ndash 230 pm AGA Past National Treasurer Luncheon Washington
1245 ndash 4 pm AGA Executive Session (invitation only) Grand 9-11
1 ndash 215 pm Concurrent Sessions See page 10
230 ndash 345 pm Concurrent Sessions See page 11
4 ndash 450 pm Concurrent Sessions See page 12
5 ndash 7 pm Welcome Event with Exhibitors RoyalSabalSago
MO
ND
AY
JU
LY 2
3 6 ndash 630 am Early Morning Stretch amp Exercise Grand 8B
630 am ndash 4 pm Registration Open Palms Foyer
7 ndash 8 am Continental Breakfast with Exhibitors RoyalSabalSago
7 am ndash 630 pm Exhibit Hall Open (closed noon ndash 1 pm) RoyalSabalSago
8 ndash 830 am Opening Ceremony Cypress Ballroom
830 ndash 945 am Plenary Session Cypress Ballroom
930 am ndash 5 pm LinkedIn amp Social Media Hub Open Crystal Foyer
945 ndash 1030 am Coffee Break with Exhibitors RoyalSabalSago
1030 ndash 1145 am Concurrent Sessions See page 14
1145 am ndash 1 pm Luncheon and Awards Ceremony Cypress Ballroom
1 ndash 150 pm Plenary Session Cypress Ballroom
205 ndash 320 pm Concurrent Sessions See page 16
320 ndash 4 pm Coffee Break with Exhibitors RoyalSabalSago
4 ndash 515 pm Concurrent Sessions See page 19
515 ndash 630 pm Monday Event with Exhibitors RoyalSabalSago
All sessions in Crystal H Crystal C-F and Cypress Ballroom are live streamingAll sessions in Crystal H Crystal C-F and Cypress Ballroom are live streaming
8 AGACGFM | PDT18
Schedule at-a-Glance
TIME EVENT LOCATION
TU
ES
DA
Y J
ULY
24 6 ndash 630 am Early Morning Stretch amp Exercise Grand 8B
630 am ndash 4 pm Registration Open Palms Foyer
7 ndash 8 am Continental Breakfast with Exhibitors RoyalSabalSago
7 am ndash 405 pm Exhibit Hall Open (closed noon ndash 1 pm) RoyalSabalSago
8 ndash 915 am Plenary Session Cypress Ballroom
930 ndash 1020 am Concurrent Sessions See page 22
930 ndash 11 am Professional Ethics Board Meeting Washington
930 am ndash 5 pm LinkedIn amp Social Media Hub Open Crystal Foyer
1020 ndash 11 am Coffee Break with Exhibitors RoyalSabalSago
11 ndash 1150 am Concurrent Sessions See page 24
1150 am ndash 1250 pm Luncheon and Awards Ceremony Cypress Ballroom
105 ndash 220 pm Concurrent Sessions See page 26
105 ndash 325 pm AGA Digital Executive Session (invitation only) Grand 9-11
235 ndash 325 pm Concurrent Sessions See page 28
325 ndash 405 pm Coffee Break with Exhibitors RoyalSabalSago
330 ndash 545 pm Young Professionals Roundtable Miami
405 ndash 455 pm Concurrent Sessions See page 30
405 ndash 530 pm CPAG Meeting New Orleans
8 ndash 10 pm AGA Networking Reception Marriott Hotel Lobby Bar
WE
DN
ES
DA
Y J
ULY
25 6 ndash 630 am Early Morning Stretch amp Exercise Grand 8B
630 am ndash 4 pm Registration Open Palms Foyer
715 ndash 815 am National Awards Breakfast Cypress Ballroom
820 ndash 10 am Plenary Sessions Cypress Ballroom
10 ndash 1030 am Coffee Break Crystal Foyer
10 am ndash 4 pm LinkedIn amp Social Media Hub Open Crystal Foyer
1030 ndash 1145 am Concurrent Sessions See page 33
1145 am ndash 1245 pm National Awards Luncheon Cypress Ballroom
1 ndash 2 pm FMSB Meeting Washington
1 ndash 215 pm Concurrent Sessions See page 35
230 ndash 3 pm AGA National President Gavel Exchange Cypress Ballroom
3 ndash 4 pm Closing Plenary Session Cypress Ballroom
6 ndash 11 pm Presidentrsquos Appreciation Event RoyalSabalSago
All sessions in Crystal H Crystal C-F and Cypress Ballroom are live streamingAll sessions in Crystal H Crystal C-F and Cypress Ballroom are live streaming
AGA PDT 2018 | ORLANDO 9
8 am ndash 6 pm
Registration Open
815 ndash 11 am
National Board of Directors (NBD) MeetingCANARY 3-4
AGA national officers will report to the NBD on the 2017ndash2018 program year results and discuss plans for the 2018ndash2019 program year All members are welcome
1030 am ndash 1 pm
Intergovernmental Partnership Steering Committee Meeting (invitation only)NEW ORLEANS
1110 am ndash noon
Bonus Session Dorsquos amp Donrsquots of Social NetworkingCRYSTAL H | FOS COMS
Wersquove come a long way from the time of MySpace mdash the social network landscape is constantly changing Learn which social networks deserve your attention and how to use them to enhance your professional brand and voice
M Lyndsay McKeown Marketing amp Graphics Manager AGA
1130 am ndash 1 pm
AGA Past National President LuncheonNEW YORK
1130 am ndash 230 pm
AGA Past National Treasurer LuncheonWASHINGTON
1245 ndash 4 pm
EXEC1 Executive Session Building the CFO Organization of the Future (invitation only)GRAND 9-11 | FOS HR
Innovation is in the driverrsquos seat and data analytics and robotics are the engine Do federal CFOs have the team they need Wersquoll focus on this challenge in a creative and innovative way by looking at three major levers for success Determining the skills needed in this ldquonew normalrdquo attracting the right talent and retaining and developing your current staff who have demonstrated their commitment to your agency
M Michael Herrinton Partner EY
1 ndash 215 pm
S100 Conduct and Ethics Guidance in a Gray WorldCRYSTAL H | FOS MGMT
Every accountant and auditor knows that at any point an ethical challenge can present itself Learn how to manage situations that can lead to your honor being compromised mdash such as clients facing jail time managing large amounts of money and innocent-seeming requests
M Charles Hester InstructorConsultant AGA RVPndashWest Coast Region
10 AGACGFM | PDT18
Agenda mdash Sunday ModeratorM
Check PDT app for speakers
S101 Governmental Accounting in Academia mdash Where Have You GoneCRYSTAL A-B | FOS HR
In recent years the number of governmental accounting courses offered at colleges and universities has decreased This session will explore how this trend affects the field and how to find and train future government accountants
M Barbara Bail Staff Accountant DLA
S102 Successful Improper Payment Programs Connecting Technology and ERMCRYSTAL C-F | FOS MGMT
Learn how improper payment programs can be effective by incorporating the ERM profile of each payment site location and identified strong control objectives of the business processes
M Mike Wetklow Dep CFO and Div Dir NSF
S103 Powering Excellence and Accountability with RPACRYSTAL M-Q | FOS IT
Do you have the important time-sensitive information needed to be captured from diverse sources then converted to a standard format and transmitted on an hourly basis 247 Automating manual tasks increases productivity and reduces human error resulting in improved processing time and a strong ROI for your agency Transform financial management and help other agencies employ digital workers
M Thomas Spann Head of Fed Sales amp GM Automation Anywhere
230 ndash 345 pm
S104 Managing ChangeCRYSTAL A-B | FOS HR
Managing change is critical for maintaining your workforce and ensuring a pleasant and positive work environment for your organization and clients This session will explore how to use change mdash like changing budgets requirements and new regulations mdash to make a more stable workforce and environment
M Melinda Miguel Dep IG AOC
S105 Blockchain Itrsquos Not Just BitcoinCRYSTAL M-Q | FOS IT
With the rising popularity of Bitcoin do you know what to expect This session will explore critical details of Bitcoin such as distributed ledger technology and Blockchain This session will also explore the reasons behind this trend and if it is the next dot-com bubble
M George Fallon Mgr RMA Associates LLC
S106 Can Grant Managers Meet the New Compliance RequirementsCRYSTAL K-L | FOS MGMT
Grants managers must work to ensure grantees are prepared to effectively and compliantly accomplish grant goals and ensure granteesrsquo systems are compliant with complex data standards and new requirements This session will feature grants program managers as they discuss how they assess and address their various program risks
M Roger Von Elm Principal CliftonLarsonAllen LLP
AGA PDT 2018 | ORLANDO 11
Sunday mdash AgendaGlossary on page 54Check PDT app for speakers
S107 The New Tax Reform is HereCRYSTAL C-F | FOS TAX
The new tax reform brings many new changes to both businesses and individuals This session will explore how tax reform will affect governments your workplace and your taxes
M John Roland Jr VP MIL Corporation
S108 Getting Through the Report Writing and Review Process Without Losing Your SanityCRYSTAL H | FOS AUD
Yoursquove completed the audit and found resultshellip if you could just get it out the door Join us in discussing how auditors communications analysts and senior managers can work together to maximize a reportrsquos readability and effectiveness mdash while remaining collegial
M Mark Bell AIG Audits NSF
4 ndash 450 pm
S109 Managementrsquos Discussion and Analysis Bridging the lsquoGAAPrsquoCRYSTAL C-F | FOS ACC
Managementrsquos discussion and analysis is a key component of financial reporting It tells the reporting entityrsquos story regarding operations service levels successes challenges and future expectations This session will discuss the challenges in concisely achieving GAAP requirements with todayrsquos abundance of data
M Wendy Morton-Huddleston Principal Grant Thornton LLP
S110 Effective Audit and Audit Resolution PracticesCRYSTAL M-Q | FOS AUD
This session will examine both the roles of the auditor and auditee using the Cooperative Audit Resolution and Oversight Initiative (CAROI) The session will highlight resolving audit findings successfully using the viewpoints and evidence from both aspects It will also emphasize the engagement of the proper stakeholders and responsible parties
M Dave LeBlanc SVP-at-Large AGA
S111 Hot Off the Press The New and Improved Yellow BookCRYSTAL H | FOS AUDG
The 2017 Yellow Book represents a modernized version of the standards and helps auditors hold the organizations they audit accountable Panelists will explore the new requirements included in the book such as those related to auditor ethics independence and professional judgment and competence
M Berri Davis Dir GAO
S112 IgniteCANARY 1-2 | FOS PD
During this fast-paced fun and entertaining session each presenter has 20 slides mdash which auto-advance every 15 seconds mdash to tell their personal story This might be bold and possibly brash but it wonrsquot be boring
M Susan Fritzlen COO AGA
5 ndash 7 pm
Welcome Event with ExhibitorsROYALSABALSAGO
12 AGACGFM | PDT18
Agenda mdash Sunday ModeratorM
Check PDT app for speakers
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
AGA PDT 2018 | ORLANDO 13
Sunday mdash AgendaGlossary on page 54Check PDT app for speakers
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
PiYotrade LIVE mdash sweat and burn calories with fusion-style movements inspired by yoga and Pilates This class incorporates dynamic balance strength flexibility and functional training with upbeat music All levels welcome and no equipment is needed Prizes will be given daily plus a grand prize
630 am ndash 4 pm
Registration Open
7 ndash 8 am
Continental Breakfast with ExhibitorsROYALSABALSAGO
8 ndash 830 am
Opening CeremonyCYPRESS BALLROOM
830 ndash 945 am
M100 Plenary Session Monday MorningCYPRESS BALLROOM | FOS ACCG
Hear GAOrsquos comptroller general discuss changes from last yearrsquos US government financial position progress on key GAO initiatives and what GAO and auditors might look forward to in the future
Gene Dodaro Comptroller General GAO
M Ann Ebberts CEO AGA
945 ndash 1030 am
Coffee Break with ExhibitorsROYALSABALSAGO
1030 ndash 1145 am
M101 Wersquove Got the Data Now WhatGRAND 12-14 | FOS ACC
With the DATA Act data is becoming more consistent and reliable Agencies have a plethora of interesting federal obligation and spending data at its fingertips While some agencies see it only as an exercise in compliance others are starting to realize there is a lot of potential with this data Join this session to explore these points hellip and more
M Dave Mader Chief Strategy Officer Deloitte Consulting
14 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
M103 Natural Disasters and Accountability Related to Government FundingCRYSTAL C-F | FOS AUDG
Congress has allocated tens of billions of dollars in disaster-related aid to help communities recover from the devastating hurricanes and wildfires of 2017 States and local governments are also supporting this recovery During this session hear what agencies are doing to ensure government accountability for such aid
M Berri Davis Dir GAO
M104 Building the Future Workforce for StateLocal GovernmentsCRYSTAL H | FOS BMO
How are state and local government leaders recruiting and attracting the next generation of accountants Join the roundtable to see how different offices are fighting back against the ldquosilver tsunamirdquo
M Lealan Miller AGA FMSB Chair
M105 Driving Competitive Advantage with TBMCRYSTAL K-L | FOS BMO
Like any new method process or automation tool Technology Business Management (TBM) will impact federal agencies their technology management and business teams Join this session to learn more about how TBM is creating standards and business views that are meaningful to CIOs and CFOs
M Kevin Greer VP CGI Federal
M106 Accelerating Shared Services for Finance and Accounting OperationsGRAND 9-11 | FOS BMO
For nearly 20 years the federal government has been considering the use of shared services Progress has been slow especially in the area of consolidating duplication and overlap in areas such as finance and accounting This panel examines approaches to accelerate shared services in operations
M Rowan Miranda CFO Advisory Practice Leader Accenture Federal Services
M107 Advanced Process Automation Increasing Productivity with RoboticsCANARY 3-4 | FOS IT
The Fiscal Service and other federal agencies are testing robotic process automation to minimize repeatable manual operations in core financial management processes Learn about future trends in the financial industry along with potential applications that will transform the financial management community Senior leaders across agencies will share trends and discuss the priorities ahead This session will be of interest to the federal state and private sectors
M Craig Fischer Program Mgr Fiscal Service
AGA PDT 2018 | ORLANDO 15
Monday mdash AgendaGlossary on page 54Check PDT app for speakers
M108 OCFO of the Future mdash What Does It Look LikeCRYSTAL M-Q | FOS MGMT
What does the OCFO look like in the age of robotics Blockchain data analytics and cloud computing Attend this session to hear from an expert panel to learn what CFOs are doing to integrate new technology into their organizations and their roles
M Joe Kull Dir Guidehouse
M109 Taking Care of CustomersCRYTAL A-B | FOS PD
Customers are people too hellip and the reason you exist But when has anyone ever trained you to deal with them Take a moment to learn some elements of what it means to take care of customers with more stories and more energy thatrsquoll give you something to think about
M Mary Peterman Dep Chief Finance and Procurement AOUSC
1145 am ndash 1 pm
Luncheon and Awards CeremonyCYPRESS BALLROOM
1 ndash 150 pm
M110 Plenary Session Curing Adultitis mdash Your Prescription for Less Stress and More SuccessCYPRESS BALLROOM | FOS PD
Adultitis is an epidemic that is coming hard after us every day It infiltrates even the best environments producing stress and burnout Learn practical tips for reclaiming your passion bringing more fun and less stress to the job at hand
Jason Kotecki Artist Author Founder of Escape Adulthood
M Mark Easton Dep CFO ndash Comptroller DoD
205 ndash 320 pm
M111 Itrsquos a Disaster Before During and AfterCRYSTAL A-B | FOS ACC
Is your agency equipped for a disaster Hear from federal state and local officials about the challenges and best practices when preparing for responding to and accounting for disasters
M Mary Peterman Dep Chief Finance and Procurement AOUSC
M112 Governance Over Financial Statements IT Control RiskGRAND 9-11 | FOS ACCG
Join a panel of experts as they discuss key resources in the federal space In particular the experts will take a closer look at a management assessment framework for IT general controls in support of the annual assurance process and conclusions
M Scoey Alexander Sr Mgr Kearney amp Company
CGFMs donrsquot forget to wear red or apparel with the CGFM logo
on Tuesday to celebrate CGFM Day
16 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
M113 Lessons Learned from Real-life FraudsCRYSTAL C-F | FOS AUDG
This session will feature presentations of frauds committed by state and local governments Panelists will also discuss how the perpetrators circumvented controls or took advantage of the absence of controls
M Maribeth McCarthy Dir Bus Dev Mastercard
M114 Conducting Audits in Challenging EnvironmentsCRYSTAL K-L | FOS AUDG
Conducting audits in unique environments presents challenges Whether itrsquos in a remote village on the other side of the world in the middle of a disaster or at an unexpected location here at home mdash this session highlights some of these challenges and discusses strategies for overcoming them
M Sal Ercolano Sr Advisor Williams Adley
Follow us guidehouse_us linkedincomcompanyguidehouse-us
Introducing Guidehouse formerly PwC Public Sector oering the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected We invite you to learn more at guidehousecom
copy 2018 Guidehouse
Hi wersquore (not so) new here
AGA PDT 2018 | ORLANDO 17
Monday mdash AgendaGlossary on page 54Check PDT app for speakers
M115 DATA Act Opportunities to Become More Data-DrivenGRAND 12-14 | FOS FIN
Hear about steps Treasury and other federal agencies have taken to improve the quality of the data published on USAspendinggov and explore opportunities for federal state and local governments to use the data to improve performance and outcomes
M Aileen Burgman Sr Policy Analyst Treasury
M116 ldquoKnock Knock rdquo ldquoWhorsquos ThererdquoCRYSTAL H | FOS IT
New innovations in cognitive technology and authentication give government officials a better understanding of who is ldquoknockingrdquo at the door Through cognitive technology digital identity will not only allow government to more effectively and efficiently police access but it will enable citizens to safely electronically engage with government This session will explore digital identity and the new role it can serve as it moves from policing to enabling access
M Tony Hubbard Principal KPMG
M117 Governmentrsquos Blockchain Journey mdash Lessons LearnedCANARY 1-2 | FOS IT
Blockchain has potential to bring security efficiency and speed to a range of services and processes How should agencies look to incorporate Blockchain into the way they function today Panelists will share successes pain points and lessons learned from standing up solutions from Blockchain technology
M Christina Canavan Dir Deloitte
M118 CFO and CIOs 2018 Models for Synergy and SuccessCANARY 3-4 | FOS MGMT
CFO and CIO experts discuss the intersection of policies and management issues that impact them The session will also discuss how these leaders can work together to improve efficiency and transparency reduce risk and strengthen the workforce offering models for success
M Daniel Meers Natrsquol Leader Transformation RSM LLP
M119 The Art of Tinkering Tiny Ways to Transform EverythingCRYSTAL M-Q | FOS PD
Drive innovation achieve new levels of happiness and uncover hidden opportunities by learning the art of tinkering In times of uncertainty and change the small things really do make the biggest difference
M Lisa Casias Dep Asst Secrsquoy for Administration Commerce
320 ndash 4 pm
Coffee Break with ExhibitorsROYALSABALSAGO
More than one concurrent session you want to attend
Donrsquot forget recorded sessions will be archived and available for one year
18 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
4 ndash 515 pm
M120 Audit Tips for Federal Disaster Response EffortsCANARY 3-4 | FOS AUDG
Hear about lessons learned and advice for auditing federal disasters The panel will discuss prior audit findings recom-mendations and tips from previous audits Attendees will also learn insights from Emergency Management Oversight Teams
M Steve Rickrode Dep Asst IG for Audit USDAndashOIG
M121 Financial Audits or Performance AuditsCANARY 1-2 | FOS AUDG
Financial audits have been the backbone of audit shops in state and local government Recently though some of these organi-zations have redirected their efforts into performance audits to give legislators more information on how agencies are meeting their missions This session will explore the differences and similarities between these two audit models and which one could best serve your organization
M Gerry Boaz Tech Mgr TN Div of State Audit
M122 March of the Robots mdash Join the ParadeCRYSTAL H | FOS IT
Software robots or ldquobotsrdquo operate like humans and our understanding of them continue to rapidly evolve During this session the panel will explore experiences of three organizations now implementing intelligent automation solutions
M Kirke Everson Managing Dir KPMG
M123 Moving Federal Financials to the Cloud Two Case StudiesROOM CRYSTAL K-L | FOS IT
Remaining status quo when it comes to financial management systems can cost your agency time and money Join this session to hear from agencies who have eliminated barriers towards growth and moved their agencyrsquos financial management systems to a secure compliant agile and forward-thinking model
M John Nemoto VP Hybrid IT CGI Federal
M124 Swamped and Overwhelmed How to Cope with Data Overload CRYSTAL A-B | FOS MGMT
Agencies have amassed large volumes of data about business operations services and customers Few agencies though have fully tapped this resource to measure and improve performance This panel describes how data can better support federal agency performance management efforts
M Kris Naleszkiewicz Sr MgrndashFinance Analytics Lead Accenture Federal Services
M125 Leadership Gold NuggetsCRYSTAL M-Q | FOS PD
Participants will learn ldquogold nuggetsrdquo of leadership wisdom accumulated during decades of studying practicing and teaching leadership This session will include a panel discussion of these leadership fundamentals and their application in a variety of professional accountability careers
M Paul Barrett Professor Longwood Univ
AGA PDT 2018 | ORLANDO 19
Monday mdash AgendaGlossary on page 54Check PDT app for speakers
M126 What Caused My Risk GRAND 12-14 | FOS STAT
Root cause analysis is often a forgotten element of resolving issues because the focus tends to be more on correcting the issue than evaluating the cause This session will feature this proactive approach to problem resolution to help prevent issues from happening in the future
M Kenneth Donohue Former HUD IG
M127 Ethics in the WorkplaceCRYSTAL C-F | FOS BETH
This session will cover the components of ethical behavior as well as the need to maintain an ethical environment in the workplace Participants will learn tips and techniques to create and maintain an environment that is ethical and conducive to the mission of the organization
M Marsi Woody Financial Exec Officer Idaho State Police
M128 Citizen-Centric Reporting mdash Turning Data Into InformationGRAND 9-11 | FOS ACCG
Hear how AGArsquos Citizen-Centric Reporting (CCR) can be used as an electronic portal to an agency See examples of how agencies have taken enormous amounts of data found on government websites and turned it into pages of focused and easy to read information for the consumer and citizen
M John Lynskey Controller NSF
515 ndash 630 pm
Monday Event with ExhibitorsROYALSABALSAGO
20 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
Health and Dental benefits designed exclusively for federal employees retirees and their families
We stand by you
gehahealth
gehacom
8008216136
OR-ADS-0318-004
Health and Dental benefits designed exclusively for federal employees retirees and their families
We stand by you
gehahealth
gehacom
8008216136
OR-ADS-0318-004
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
See description on page 14
630 am ndash 4 pm
Registration Open
7 ndash 8 am
Continental Breakfast with ExhibitorsROYALSABALSAGO
8 ndash 915 am
T100 Plenary Session Leading from Any SeatCYPRESS BALLROOM | FOS PD
With real-world stories and insights from in and out of the cockpit Shannon Huffman Polson offers tangible leadership lessons for you to seek out your own targets and incorporate them into your own profession By examining leadership and situational challenges Shannon empowers others to lead and thrive in any dynamic environment
Shannon Huffman Polson Former US Army Captain and Pilot
M Doug Glenn AGA Immediate PNP
930 ndash 1020 am
T101 A Future Financial Reporting ModelCRYSTAL M-Q | FOS ACCG
Data and tools exist to provide consumable financial data to internal and external users by providing multiple ways of finding answers What if the data and tools were integrated into a digital model Join this session to learn how digitized data can reinvigorate the way we communicate and interact with financial information
M Tasha Austin Sr Mgr Deloitte
T102 Emerging Issues in State Government AccountabilityCRYSTAL C-F | FOS FIN
States often face many demands on their operation mdash coming from both a local and federal level This session will explore how two states are dealing with these pressures and what the future balancing act of demands looks like for them
M Melinda Miguel Dep IG AOC
T103 Leveraging Data Analytics Transforming Data Into Better DecisionsCRYSTAL H | FOS AUD
As data analytics become more commonplace in government agencies can leverage analytics tools to make better decisions and improve the effectiveness and efficiency of their programs This session will explore how analytics can be used to enhance decision-making
M Shivendra Verma Principal Grant Thornton LLP
PDT18 Follow us
AGACGFM
22 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T104 Implementing the Revised OMB Circular A-123 Appendix ACANARY 1-2 | FOS AUDG
This session will focus on the newly released revision to OMB Circular A-123 Appendix A Hear about the renewed focus on data quality planning as well as flexibilities provided around agency control activities
M David Zavada Sr Partner Kearney amp Company
T105 What Are Subrecipients Doing with Your MoneyGRAND 9-11 | FOS BMO
During this session attendees will hear what a subrecipient monitoring program should include
M Nasr Fahmy Asst Dir for Financial Assistance Oversight DHSOCFOFinancial Assistance Policy and Oversight
T106 Letrsquos Get Uncomfortable and Talk About Sexual HarassmentCANARY 3-4 | FOS HR
Victims of sexual harassment are speaking up and the alleged harassers are being exposed Join this important and timely session to learn what you can do to prevent sexual harassment in your workplace and create a safer work environment
M Karen Wilson Principal Public Sector Practice Guidehouse
T107 Hey Bot mdash What Can You Do for MeCRYSTAL K-L | FOS IT
Robotic Process Automation (RPA) has found its way into the government This session will discuss how federal agencies are currently using RPA and the potential for leveraging cognitive automation and artificial intelligence as the next steps in the intelligent automation process
M Adam Goldberg Exec Architect Fiscal Service
T108 Next Generation ERP Systems for Federal AgenciesGRAND 12-14 | FOS MGMT
This panel will examine ldquowhatrsquos nextrdquo for ERP systems at a time when many federal agencies need to modernize their financial systems This session will debate on-premise vs cloud single vendor vs best of breed agency owned and maintained vs shared services and outsourced support
M James Harris Finance and Enterprise Performance ndash Sr Mgr Accenture Federal Services
T109 Managing Large Complex Federally Funded Grants and ContractsCRYSTAL A-B | FOS SK
Increased scrutiny of large complex grants and contracts require agencies better assess their project risks develop mitigation strategies and monitor outcomes This session covers approaches to manage civilian and military construction projects measure earned-value and improve outcomes
M Bert Nuehring Partner Crowe LLP
AGA PDT 2018 | ORLANDO 23
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
930 ndash 11 am
Professional Ethics Board MeetingWASHINGTON
1020 ndash 11 am
Coffee Break with ExhibitorsROYALSABALSAGO
11 ndash 1150 am
T110 Innovations in Public PerformanceCRYSTAL K-L | FOS ACCG
Not surprisingly citizens want to know what they are getting for their tax dollars Panelists will discuss the performance measures and innovative techniques for engaging citizens developed by governments to help inform taxpayers
M Shivendra Verma Principal Grant Thornton LLP
T111 Setting the Foundation for TransparencyCRYSTAL A-B | FOS ACCG
This is a discussion of lessons learned from the first year of the DATA Act and next steps to improving transparency This session will discuss one agencyrsquos approach to successfully implementing the Act and next steps to improving its results
M Robert Shope Partner EY
T112 Federal Financial Audit Approach AlternativesGRAND 12-14 | FOS AUD
This session will share ideas identified by a federal CFO council workgroup to improve the nexus of costs benefits risks and burdens of the Agency Financial Report audit process
M Scott Bell Sr Staff Accountant Treasury
T113 How to Integrate Non-financial and Financial ReportingCRYSTAL M-Q | FOS AUDG
Explore how agencies leverage internal control over financial reporting organization structure knowledge and tools to address non-financial internal control requirements
M Jon Rymer Dir Lynch Consultants LLC
T114 Go Green From Overhead to Higher Training BudgetsCANARY 1-2 | FOS FIN
This session will discuss ways a department agency or business can decrease costs and allocate more resources towards employee training and professional development
M Chidilim Okonkno Systems Accountant NASA
T115 Where Did My Data Go and Why Should I CareCRYSTAL C-F | FOS IT
How have breaches and data disclosure incidents affected organizations from an economic and reputational perspective This session will discuss the impact of ransomware and other malicious attacks that restrict access to modify or delete your data
M Sarah Mirzakhani IT Principal CliftonLarsonAllen LLP
24 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T116 Application of Emotional IntelligenceCRYSTAL H | FOS PD
Everyone has dealt with ldquodifficultrdquo co-workers and individuals This session will explore how to handle different types of personalities by growing your own emotional intelligence
M Megan Gaillard Dir of Audit Palm Beach Co ndash OIG
T117 CFO SurveyGRAND 9-11 | FOS ACCG
This yearrsquos AGA CFO survey focuses on the tools and processes needed to help agencies address current budgetary challenges and mandates Join this session to hear the results of the online and in-person survey and discuss the findings with a panel of current and former CFOs
M Jim Taylor Managing Dir Grant Thornton LLP
copy 2018 Becker Professional Education Corporation All rights reserved
The knowledge you need to help prepare you for the next level of success
Becker Continuing Professional Education
Whether yoursquore a CPA CGFM CDFM DoD FMCIA CFE CMA or need GAGAS Becker offers Continuing Professional Education (CPE) tohelp meet your needs
With Becker CPE your accounting audit and fi nance professionals receive the timelyand relevant knowledge needed to help themstay ahead
Take advantage of our Subscription Program for unlimited use of Beckerrsquos CPE
+ Special rate forGovernment Agencies
+ Live Webcast and OnDemand formats(24x7 access)
+ Includes streaming videoand video courses
For more details on this program please visit agacgfmorgonlineCPE or contact John Gioeli at jgioelibeckercom
AGA PDT 2018 | ORLANDO 25
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T118 Letrsquos Get Uncomfortable and Talk About Sexual Harassment (repeat session)CANARY 3-4 | FOS HR
See description on page 23
M Karen Wilson Principal Public Sector Practice Guidehouse
1150 am ndash 1250 pm
Luncheon and Awards CeremonyCYPRESS BALLROOM See page 41
105 ndash 220 pm
T119 Certified Government Financial Manager (CGFM)CRYSTAL A-B | FOS PD
Discover the value of the CGFM designation Participants will hear from colleagues on why they pursued this certification and how it has helped advance their careers and distinguish them from others in their field You will also learn tips for preparing for the three CGFM exams
M Katya Silver Dir of Professional Certification AGA
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
T120 Leadership Ethics and Decision Making in Early AuditsCRYSTAL K-L | FOS BETH
Everyone is faced with various levels of ethical dilemmas at work and leadership can often create a culture that promotes unethical behavior without realizing the consequences Join this session to explore how ethics are integral to the behavior of employees and the impact of the behavior on early audits
M Robert Hart Sr Mgr EY
T121 Disrupting Improper PaymentsCRYSTAL H | FOS IT
Preventing improper payments is a government-wide challenge Join this session to learn how to make significant improvements and leverage disruptive technology to promote data sharing recipient authentication and encourage stakeholder collaboration Panelists will share best practices and explore ways to address root causes
M Steven Bernstein Exec Dir Electronic Payments Product Exec JP Morgan Treasury Svcs
T122 Fraud in Federal Assistance ProgramsCRYSTAL C-F | FOS AUDG
This session will give attendees an in-depth look at how fraud in federal programs was handled by state agencies federal grantors and state prosecutors This topic will explore case studies on the Summer Food Service Program and the Child and Adult Care Food Program
M Jeff Hart AGA PNP
Like us on
26 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T123 AGArsquos Grant Survey Improving Grantee ComplianceGRAND 12-14 | FOS MGMT
Recognizing challenges with grantee compliance AGA conducted a nationwide survey of federal grant recipients on implementation issues related to the Uniform Guidance (2 CFR 200) This session will focus on strategies and activities to address the most troubling areas identified by respondents
M James McKay Principal SME Grants Management Line of Business KGS
T124 Agency Risk Profile Lessons Learned and ValueCANARY 1-2 | FOS MGMT
This session will focus on agenciesrsquo experience from their A-123 Risk Profile definition process This session will include discussion of lessons learned outcomes achieved and value created
M Daniella Datskovska Dir ERM and Internal Control TFC Consulting Inc
Helping you succeed is ours Learn more at KPMGcomusfederal
Anticipate tomorrow Deliver today
copy 2017 KPMG LLP a Delaware limited liability partnership and the US member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (ldquoKPMG Internationalrdquo) a Swiss entity Some of the services or offerings provided by KPMG LLP are not permissible for its audit clients or affiliates NDPPS 677263
Your business is serving the public
AGA PDT 2018 | ORLANDO 27
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T125 Conflict in the Workplace Surviving and ResolvingCRYSTAL M-Q | FOS PD
Explore the types and causes of conflict in the workplace Participants will learn how to handle and manage conflict in the workplace Experts will share techniques for dealing with co-workers supervisors and staff in various situations involving both positive and negative conflicts
M Peggy Javery Acting Assoc CFO USDA
T126 FASAB Update Leases and More to ComeCANARY 3-4 | FOS ACCG
Hear from FASAB staff about recently-issued standards open proposals and proposals under development FASAB staff will discuss implementation of the new standards Additionally insights regarding new developments will be shared along with tips to help you prepare
M Wendy Payne Exec Dir FASAB
105 ndash 325 pm
EXEC2 AGA Digital Executive Session (invitation only)GRAND 9-11 | FOS IT
Learn about emerging technologies that may soon change the way you support your organizationrsquos mission Understand priorities challenges issues and opportunities from government leaders Engage in a highly interactive and engaging discussion on the latest strategies for digital transformation and exchange ideas and solutions with colleagues that you can bring back to your organization
M Kevin Greer VP CGI Federal
235 ndash 325 pm
T127 Medicaid The Elephant in the RoomCANARY 3-4 | FOS ACCG
Medicaid is a critical service in the lives of millions of Americans It is also a major expense for both federal and state entities This session will explore the ways that federal managers and state auditors are collaborating to make sure that these allocated dollars are spent wisely
M Kinney Poynter Exec Dir NASACT
T128 Path to Auditability Implementing New FASAB StandardsCANARY 1-2 | FOS ACCG
This session will provide an understanding of SFFAS 48 Opening Balances for Inventory Operating Materials and Supplies Stockpile and SFFAS 50 Establishing Open Balances for General Property Plant and Equipment and discuss tips for successful implementation Additionally participants will hear about implementing the standards mdash including the pitfalls and best practices for success
M Eveka Rodriguez Partner Grant Thornton LLP
T129 Data Analytics for FraudCRYSTAL A-B | FOS AUDG
Proactive data monitoring and use of data analytics can prevent your entity from being subject to a public fraud This session will show attendees how proactive data analysis techniques and tools can save money prevent bad publicity and detect fraud faster with fewer resources
M Sarah Hays Programming Dir Data Coalition
28 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T130 Planning for Federal Funding DecreasesCRYSTAL C-F | FOS FIN
State and local governments federal funding sources are always in flux This session will feature a panel of state and local government leaders discussing what plans they have in place in the event of a reduction of federal funds
M Lealan Miller AGA FMSB Chair
T131 My Data Was Just BreachedCRYSTAL K-L | FOS IT
Access to data is key to effective analytics However with recent data breaches security standards around data transfer and storage have tightened This session discusses steps to follow to ensure secure handling of data in analytics programs
M Phil Magrogan COO Immersion Consulting
MAKES A DIFFERENCE
Find the six dierences in the two photos Present at booth 202 for your prize
2677 Prosperity Avenue Suite 100 Fairfax Virginia 22031 wwwkforcegovcom Kforce_govKGS
RISKMANAGEMENT
COMPLIANCE ampAUDIT SERVICES
GRANTSMANAGEMENT
FINANCIALIMPROVEMENT
FINANCIALTECHNOLOGY
AGA PDT 2018 | ORLANDO 29
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T132 Communicating Effectively Skills and TechniquesCRYSTAL M-Q | FOS COMS
Improve your communication skills with colleagues customers supervisors and staff mdash and learn how to adjust styles based on with whom you communicate verbally vocally and visually This interactive session will address the needs concerns and frustrations of communicating effectively in todayrsquos workplace
M Dave LeBlanc SVP-at-Large AGA
T133 The Presidentrsquos Management Agenda and the Uniform GuidanceCRYSTAL C-F | FOS MGMT
The Presidentrsquos Management Agenda (PMA) was released in March 2018 This session will discuss the PMA Cross Agency Priority (CAP) Goal 8 Results-Oriented Accountability for Grants This session will also discuss the connectivity between OMBrsquos Uniform Guidance the PMA and the future vision for the world of grants
M Charles Hester InstructorConsultant AGA RVPndashWest Coast Region
325 ndash 405 pm
Coffee Break with ExhibitorsROYALSABALSAGO
330 ndash 545 pm
Young Professionals RoundtableMIAMI | FOS PD
Hear what accomplished leaders deem essential success factors for young professionals in todayrsquos ever-changing and challenging government financial management environment Interactive QampA will focus on leadership networking communication mentorship advancement and change management Speed networking session immediately follows for participants
405 ndash 455 pm
T134 Uniform Guidance Year Three mdash What You Still Donrsquot KnowCANARY 1-2 | FOS AUDG
The Uniform Guidance has been in effect for more than three years yet there are still several aspects to implement This presentation will explore those topics as well as best practices identified over the past three years
M Lealan Miller AGA FMSB Chair
T135 Protect Taxpayer DollarsGRAND 12-14 | FOS AUDG
Government vendors have larger and more contractual requirements which can lead to greater need for vendor audits Join this session to explore how vendors are audited to make sure they provide the government with the full set of contracted services and ultimately protect taxpayer dollars
M Kim Farington CFO FirstNetHave session ideas
for PDT 2019Join the PDT technical
committee email meetingsagacgfmorg
30 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
ARE YOU READY
cohnreznickcomindustriespublic-sector
CohnReznick helps forward-thinking public sector organizations address stringent regulatory requirements strengthen risk managementand achieve their business goals
Visit Us at Booth 302
T136 Improving Federal Government Employee MoraleCRYSTAL M-Q | FOS HR
What resources are available in the federal government structure to keep employees engaged and satisfied Are there things that the finance community can and should be doing to support employee morale in their agencies This session will explore how government offices can make changes that can result in higher productivity and employee engagement
M Anthony Scardino Dep Under Secrsquoy and Dep Dir USPTO
T137 Process Robotics Building Finance Bots LIVECRYSTAL A-B | FOS IT
Hear from digital labor experts about how operations improvements with robotics and cognitive solutions can drive greater efficiency cost management and employee morale This session will also feature a live demo of digital labor currently in action at a federal agency
M Chris Huff US Public Sector RPA Lead Deloitte Consulting LLP
AGA PDT 2018 | ORLANDO 31
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T138 Be Our Guest Magical Service for Finance CustomersCRYSTAL C-F | FOS MGMT
Disney has legendary customer service Hear about the practices taught by the Disney Institute and learn how you can deliver world-class financial accounting and audit services in your own organization
M Reed Waller Asst Dir Financial Management Initiatives Group DOJ
T139 Next Generation Leaders New Skills and New NeedsCRYSTAL H | FOS PD
Much has been discussed about millennials in the workplace but what are the keys to building the younger generation into effective leaders This session will explore how their immersion in technology gives them strengths and challenges when taking on new responsibilities as leaders in the federal workplace
M Doreen Shute Managing Principal CliftonLarsonAllen LLP
T140 Program Evaluation mdash Letrsquos Tell the TruthCRYSTAL K-L | FOS MGMT
This session will discuss the benefits of conducting program evaluations to determine program effectiveness support data analyses and make informed budget decisions Hear from federal state and local representatives who have conducted program evaluations and learn how the results were used
M Robert Tuccillo CFO Federal Transit Administration
T141 Look No Further Intergovernmental Job Aids to the RescueGRAND 9-11 | FOS ACCG
Learn about available tools guides and job aids for all levels of government developed by AGArsquos Intergovernmental Partnership (IP) program During this session government leaders will showcase tools and other resources available on AGArsquos website (wwwagacgfmorgtools-resources)
M Clark Partridge State Controller AZ
405 ndash 530 pm
Corporate Partner Advisory Group (CPAG) MeetingNEW ORLEANS
CPAG representatives and those from organizations interested in joining the program are invited to participate in this annual business meeting This meeting is an excellent opportunity to network with other corporate partner representatives and learn how to maximize your organizationrsquos partnership with AGA
8 ndash 10 pm
AGA Networking ReceptionMARRIOTT HOTEL LOBBY BAR
Join us for some after-dinner networking and socializing
32 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
See description on page 14
630 am ndash 4 pm
Registration Open
715 ndash 815 am
National Awards BreakfastCYPRESS BALLROOM
820 ndash 910 am
W100 Plenary Session OMBTreasuryDoD UpdateCYPRESS BALLROOM | FOS ACCG
David Lebryk Fiscal Asst Secrsquoy Treasury
David Norquist Under Secrsquoy of Defense (Comptroller) CFO DoD
Tim Soltis Dep Controller OMB
M Ann Ebberts CEO AGA
910 ndash 10 am
W101 Plenary Session Innovate the Way You InnovateCYPRESS BALLROOM | FOS PD
Learn how to create a culture of innovation within your organization Mr Shapiro will highlight how to use a challenge-centered approach to measure innovation the process of experimentation and how to maximize return on investments
Stephen Shapiro Innovation Expert
10 ndash 1030 am
Coffee BreakCRYSTAL FOYER
1030 ndash 1145 am
W102 One on One with GASB mdash An UpdateGRAND 9-11 | FOS ACCG
Meet with members of the GASB to receive the most up-to-date information regarding GASB standards exposure drafts and other projects that affect governments and their auditors
M Lealan Miller AGA FMSB Chair
W103 DoD Audit UpdateCANARY 1-2 | FOS AUD
This session will focus on the major audit and financial improvement activities underway across DoD
M Bryan Nelms Principal Kearney amp Company
W104 Understanding and Using the New Service Organization Control ReportsCANARY 3-4 | FOS AUDG
This session will discuss the significant changes underlying the new service organization control reports issued under AT-C 320 (formerly SSAE 16)
M Asif Khan Dir FM and Assurance GAO
W105 Managing in the Changing Workplace EnvironmentCRYSTAL A-B | FOS HR
Hear about the techniques and tools available to managers to maintain a team-building environment with a significant number of employees teleworking
M Thalia Melendez Dir of Audit Svcs NY State Educ Dept
AGA PDT 2018 | ORLANDO 33
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W106 Data All Around Us mdash CFOrsquos Move to a New NormalCRYSTAL M-Q | FOS IT
Advanced data analytics have turned data into powerful insights to manage programs and enhance the citizen experience as never before This session will explore how the availability of data is changing the role of the CFO
M Jorge Asef-Sargent Partner KPMG LLP
W107 How Emerging Technologies Will Transform Payments and CollectionsCRYSTAL K-L | FOS IT
Payments and collections are fertile ground for emerging technologies Artificial intelligence robotics Blockchain big data and the continued digitization of commerce will continue to transform payments and collections Panelists will share their futurist views of the payments and collections landscape
M Joe Hussey Managing Dir JP Morgan Treasury Services
W108 Cloud Enterprise Reporting mdash The FIRST FrontierCRYSTAL C-F | FOS IT
This session will explore cloud enterprise reporting Attendees will learn how to utilize the cloud to streamline external reporting by ingestion data centrally and then maximizing the utility of data to enhance integrity and inform management decisions
M Demek Adams Principal Grant Thornton LLP
W109 Annual Womenrsquos Forum Leading in Life and CareerCRYSTAL H | FOS PD
Empowered women are a cornerstone of effective government and a more competitive federal state and local workforce of the future Join this powerful annual convening of women leaders in accounting finance and technology as they discuss their journey and careers with high-impact and meaning
M Tracey Walker Natrsquol Dir Govt Affairs Culture Diversity and Inclusion RSM US LLP
W110 Federal Financial Standards Will We Get ThereGRAND 12-14 | FOS ACCG
Department of the Treasuryrsquos Office of Financial Innovation and Transformation (FIT) is defining federal financial standard references to promote innovation a common knowledge base and processes to improve interoperability of federal systems Join this session for an update on FITrsquos work and the expected benefits of this initiative
M Marshall Henry FM Program Manager Treasury Fiscal Service
1145 am ndash 1245 pm
National Awards LuncheonCYPRESS BALLROOM
1 ndash 2 pm
Financial Management Standards Board MeetingWASHINGTON
34 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1 ndash 215 pm
W111 Conducting Effective Assessments of Internal ControlsCRYSTAL K-L | FOS ACCG
This session will introduce participants to key concepts issues and standards necessary to design and implement policies to achieve the organizationrsquos objectives
M Sefton Boyars ConsultantTrainer Sefton Boyars CGFM CPA
W112 New Fraud Fighters Cryptocurrencies Blockchain and Secure TransactionsCRYSTAL C-F | FOS AUD
Government is inherently a transactional business From deeds to disbursements the quantity of documents governments maintain on paper and digital image continues to grow Criminals are abusing the current processes to commit fraud at an increasing rate Learn how you can use Blockchain to disrupt and combat fraud
M Jay Schulman Principal RSM US LLP
W113 Data Visualization mdash Using Geographic Information Systems as an Audit ToolGRAND 9-11 | FOS AUDG
Geographic Information Systems (GIS) are increasingly being utilized as a tool to present audit information Learn from experts on how recipients of government services using GIS provides a wealth of audit opportunities
M Gwendolyn Sewell Chief Mission Compliance and Audit ReadinessAccounting Air Force
W114 Finance 2020 Embracing the Changes to ComeCRYSTAL A-B | FOS MGMT
What is the role of CFOs and senior finance staff in this rapidly changing digital world This session will explore the evolution in the field from an expense control spreadsheet-driven and retrospective reporting center into a predictive analytics powerhouse
M Scott Quehl Sr Principal Accenture Federal Services
W115 Quality Management ConfrontationGRAND 12-14 | FOS MGMT
How do you optimize resources and maximize efficiency Join our panel of experts as they discuss various topics in performance management and answer questions such as ldquoHow is quality management implemented throughout an organizationrdquo and ldquoHow do you view and plan around resource allocationrdquo
M Wayne Ference Partner Castro amp Company LLC
W116 Enterprise Risk Management Stories from the Front LinesCRYSTAL H | FOS MGMT
For the past two years agencies have been working to implement the changes made to OMB A-123 This session will feature feedback from agency risk officers on whether ERM is living up to expectations
M Tom Carroll CFO AOC
AGA PDT 2018 | ORLANDO 35
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W117 Leadership Keys to SuccessCRYSTAL M-Q | FOS PD
Gain perspective from a senior leader in government about how you can make a difference in your organization This entertaining session will cover how to develop people build trust cultivate relationships and communicate more effectively Leadership is possible at any level of government
M Mary Peterman Dep Chief Finance and Procurement AOUSC
W118 Building an Optimal Analytics-Driven Program Integrity OfficeCANARY 1-2 | FOS MGMT
With the passage of the Fraud Reduction and DATA Act agencies are under increased pressure to have effective program integrity offices that leverage data analytics and focus on outcomes Hear best practices found from a comprehensive pilot project conducted at the VA
M Linda Miller Dir Grant Thornton LLP
W119 Competencies The Thread that BindsCANARY 3-4 | FOS HR
DoD like other agencies is required by law to develop functional competencies to use in strategic workforce planning The DoD FM community developed 24 enterprise-wide FM competencies Learn how these competencies serve as the thread which binds the FM workforce development portfolio into a coherent strategic plan which guides career development
M Jansen Sauvageau SVP PNC Bank
230 ndash 3 pm
AGA National President Gavel ExchangeCYPRESS BALLROOM
3 ndash 4 pm
W120 Closing Plenary Session Shift Your Brilliance Leading Amidst UncertaintyCYPRESS BALLROOM | FOS PD
This session will teach participants how to solve problems get out of the past and think like a leader of the future You will develop an enhanced sense of perspective understand where you shine and learn how to lead without a title to create effective change
Simon Bailey Author amp Inspirational Coach
M John Lynskey AGA 2018ndash2019 National President
6 ndash 11 pm
Presidentrsquos Appreciation ReceptionROYALSABALSAGO
Join us as we celebrate and thank 2017ndash2018 AGA National President Jim Arnette for his service and contributions to AGA and the financial management community
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
36 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
AGA PDT 2018 | ORLANDO 37
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
Please join us in thanking our sponsors for their generous support of AGArsquos 2018 Professional Development Training
PLATINUM SPONSORS
Accenture Federal ServicesVIRTUAL EXPERIENCE
Rowan MirandaManaging Dir CFO Advisory Practice Leadrowanamirandaaccenturefederalcomwwwaccenturefederalcom
Accenture Federal Services a wholly owned subsidiary of Accenture LLP is a US company with offices in Arlington Va Accenturersquos federal business has served every cabinet-level department and 30 of the largest federal organizations Accenture Federal Services transforms bold ideas into breakthrough outcomes for clients at defense intelligence public safety civilian and military health organizations
Grant Thornton LLPTOTE BAGS
Robert SheaPrincipal Global Public Sectorrobertsheausgtcomwwwgranthorntoncompublicsector
Grant Thornton LLP the US member firm of Grant Thornton International is one of six global accounting tax and business advisory organizations Our Global Public Sector based in Alexandria Va is a management consulting business providing responsive and innovative financial performance management and systems solutions to governments and international organizations
GOLD SPONSORS
CGIDIGITAL EXECUTIVE SESSION
Kevin GreerVP Mgmt Consulting KevinGreercgifederalcomwwwcgifederalcomusfederal
A global leader in IT business process and professional services CGI partners with federal agencies to provide end-to-end solutions for defense civilian and intelligence missions Since 1976 we have delivered quality services to help clients achieve results at every stage of the program product and business lifecycle
38 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CliftonLarsonAllenBADGE HOLDERS
Doreen ShuteManaging Principal Fed Govt SvcsDoreenShuteCLAconnectcomwwwCLAconnectcom
CLA is a professional services firm delivering integrated advisory outsourcing and public accounting capabilities to help clients succeed professionally and personally Our practice group members are recognized industry experts and established leaders in the government community We focus on active engagement in the industry a sentiment beyond meeting requirements and standards
DeloitteWATER BOTTLESHYDRATION STATIONS
Colin Duncan Managing Dircoduncandeloittecom wwwdeloittecomusfederal
Deloittersquos Government and Public Services practice consists of more than 12000 professionals across the country serving federal state and local government and higher education clients across consulting and advisory functions bring fresh perspective mdash from inside and outside government mdash to help solve our nationrsquos biggest challenges We bring insights from our client experience and research to drive bold and lasting results People Ideas Technology and Outcomes mdash all Designed for Impact
EYAGA EXECUTIVE SESSION
Bill ColbertPartner PI Financebillcolberteycomwwweycomgovpublicsector
The Government and Public Sector practice of Ernst amp Young LLP provides a full range of consulting and audit services leveraging our experience with both government and commercial clients We deliver real change and measurable results through our diverse high-performing teams operational know-how from across our global organization and bold ideas tailored to each clientrsquos unique mission
AGA PDT 2018 | ORLANDO 39
GOLD SPONSORS (continued)
GuidehouseMONDAY LUNCHEON
Christina VanecekMarketing Mgrcvanecekguidehousecomwwwguidehousecom
Guidehouse formerly PwC Public Sector provides management technology and risk consulting to clients around the world through more than 1600 professionals in 20 locations Now as Guidehouse we offer the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected
Kearney amp CompanyPHOTO BOOTH
Erika SteiningerPartneresteiningerkearneycocomwwwkearneycocom
Kearney amp Company a CPA and consulting firm exclusively serving the Federal Government takes pride in its ability to assist agencies in meeting business objectives and complying with complex requirements Practice areas include Financial Reporting and Accounting Support Internal ControlsA-123 Financial Services Financial Healthcare Services Advisory Services and Program Management
KPMG LLPHOST COMMITTEE SHIRTS MONDAY BREAKFAST
Diane DudleyPartner-in-Charge Fed Auditddudleykpmgcomwwwkpmgcom
For more than 100 years KPMG LLP has assisted the government in the civilian defense and intelligence sectors Today we help these organizations adapt to new environments by working with them to transform business models leverage data protect information assets and provide assurance services while focusing on their mission
40 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
CPAG Small Business CommitteeTUESDAY LUNCHEON
Dedicated members of AGArsquos Small Business Committee are proud to sponsor the 2018 PDT Tuesday Awards Luncheon Thank you to 2nd Wave Castro amp Co Immersion RMA Associates TFC Consulting Trilogy Federal and Watkins Government Services
Get Inspired During PDTthen submit your best practices to the Journal of Government Financial Management by Sept 1 2018
Learn more and view the 2018ndash2019 editorial calendar at wwwagacgfmorgjournal
SILVER SPONSORS
JP MorganTUESDAY BREAKFAST
Denise PetittaExec DirDenisePetittajpmorgancomwwwjpmorgancom
JP Morgan is a premier corporate and investment bank with a full suite of global financial services and capabilities Our clients include the worldrsquos most important corporations governments financial institutions pensions sovereign wealth organizations states and municipalities we offer strategic advice and deliver banking services in more than 100 countries
AGA PDT 2018 | ORLANDO 41
SILVER SPONSORS (continued)
RSM US LLPPDT APP amp WIFI
Mary GoldsmithFed Bus Dev Dirmarygoldsmithrsmuscomwwwrsmuscom
RSM US LLP provides risk financial and technology management consulting services to the public sector We are an inclusive enterprise and support AGA CPAG and Womenrsquos forum We help federal state and local entities improve performance through a comprehensive understanding of their business models internal processes objectives and daily realities
BRASS SPONSORS
Automation AnywhereSTANDING SIGN
Sharon OrsquoNeillHead of Americas Field Marketingsharononeillautomationanywherecom wwwautomationanywherecom
Automation Anywhere is the global leader in enterprise-grade comprehensive Robotic Process Automation software including Cognitive and real-time analytics Over 1000 of the worldrsquos largest brands use our platform to create and manage their Digital Workforce and scale their business processes faster with near-zero error rates while dramatically reducing operational costs
Crowe LLPTUESDAY AM COFFEE BREAK
Bert NeuhringRisk Consulting Partnerbertnuehringcrowecomwwwcrowecom
Crowe LLP is a public accounting consulting and technology firm with offices around the world Crowe uses its deep industry expertise to provide audit services to public and private entities The firm and its subsidiaries also help clients make smart decisions that lead to lasting value with its tax advisory risk and performance services
42 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
BRASS SPONSORS (continued)
MastercardMONDAY AFTERNOON COFFEE BREAK
MariBeth McCarthyVP Bus Leadermaribeth_mccarthymastercardcomwwwmastercardcom
Mastercard (NYSE MA) is a technology company in the global payments industry We operate the worldrsquos fastest payments-processing network connecting consumers financial institutions merchants governments and businesses in more than 210 countries and territories Mastercardrsquos products and solutions make everyday commerce activities easier more secure and more efficient for everyone
PNC BankDIRECTIONAL SIGNAGE
Lauren GradwellAccount MgrLaurengradwellpnccomwwwpnccomideas
PNC is one of the nationrsquos largest financial services organizations providing retail and business banking residential mortgage banking specialized services for corporations and government entities including corporate banking treasury management real estate finance asset-based lending wealth management and asset management We are focused on delivering ideas insight and solutions to our clients to help them maximize the value of their business
Williams AdleyMONDAY MORNING COFFEE BREAK
Melinda BuckBus Dev Leadmbuckwilliamsadleycomwwwwilliamsadleycom
Williams Adley is one of the countryrsquos premier certified public accounting and management consulting firms Our diverse knowledge backgrounds and subject-matter expertise help a wide variety of government agencies and businesses achieve their financial program and information technology goals
AGA PDT 2018 | ORLANDO 43
MEDIA SPONSORS
Government Matters
John Meyer Managing DirjmeyerGovMatterstv wwwGovMatterstv
Government Matters is a television news program dedicated to providing non-partisan information and analysis to federal managers contractors and those supporting the federal marketplace The program airs weeknights in Washington DC on NewsChannel 8 Sunday Mornings on ABC 7 and worldwide on the American Forces Network (AFN)
GOVERNING
Meg Keller Dir of Marketingmkellergoverningcomwwwgoverningcom
For 25 years GOVERNING has been the only publication dedicated to providing the information insight and inspiration state and local leaders need to govern effectively Subscriptions for most state and local government professionals are free as is attendance at most GOVERNING events
Route Fifty
Hilery Sirpis Publisherhsirpisgovexeccomwwwroutefiftycom
Route Fifty a new digital publication and events brand from Atlantic Mediarsquos Government Executive Media Group connects leaders and ideas advancing state and local governments with news insight and resources It facilitates sharing of best practices and ideas among those creating government programs policies and institutions for the 21st century
44 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Play AGArsquos Exhibitor Hunt and win big prizes
including FREE registration to an
upcoming AGA training event
View CPEs Earned
Visit httpsessions ats-leads comagapdt2018 and enter your badge number to view CPEs earned during PDT
Note Only CPEs earned from previous day(s) can be viewed
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VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
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MAIN
VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
MAINENTRANCE
Stop by PDT 2019 Booth 102
Relax RechargeGet a free massage
46 AGACGFM | PDT18
Exhibit Hall Floor Plan
Exhibitors by Booth Number
Company Name Booth
Infor 100 Bureau of the Fiscal Service 101Audimation Services 104American Society of Military Comptrollers 106Kearney Photo Booth 107Graduate School 108 Sehlke Consulting LLC 200Guidehouse 201Kforce Government Solutions Inc 202mLINQS LLC 203RSM US LLP 207GrantSolutions 209ACL Services Ltd 300Williams Adley 301CohnReznick Government 302AOC Solutions 303CGI Federal 306Virtual Experience with Accenture 307Savantage Solutions 308TeraThink Corporation 400Lynch Consultants LLC 401Interior Business Center 402GEHA 403
Company Name Booth
IFAS LLC 407TFC Consulting Inc 409Grant Thornton LLP 500RMA Associates LLC 501Castro amp Company LLC 503KPMG LLP 506AGA Community Service amp Silent Auction 507Kearney amp Company 600EY 601AGA 607J P Morgan 701FI Consulting 703CliftonLarsonAllen LLP 706MorganFranklin Consulting 707Becker Professional Education 709Management Concepts 800Qlik Tech Inc 801U S Army Financial Management Command 802The MIL Corporation 805Immersion Consulting 806Automation Anywhere 809
ACL Services LtdBOOTH 300wwwaclcom
ACL is a global software company with innovative solutions for public sector professionals to keep processes in check and provide higher levels of assurance through team-based analytic approaches ACLrsquos platform has helped over 250 government offices globally to bolster compliance manage risks and assure effective governance Learn more at our booth and wwwaclcom
AGABOOTH 607wwwagacgfmorg
AGA is the member organization for government financial management professionals We lead and encourage change that benefits our field and all citizens Our networking events professional certification publications and ongoing education help members build skills and advance their careers Learn about our thought-leadership library online tools CGFM designation and more
AGA PDT 2018 | ORLANDO 47
Exhibitor Appreciation AGA Corporate Partner
AGA Community Service amp Silent AuctionBOOTH 507
Buy tickets and bid for great prizes in our silent auction including gift certificates gift baskets sports memorabilia vacations and more Proceeds support AGArsquos National Community Service Fund the American Cancer Society the American Heart Association the Humane Society and Habitat for Humanity Winners posted daily present the winning ticket to claim your prize
AGA New Orleans ChapterBACK OF EXHIBIT HALLwwwagacgfmorgneworleans
Stop by our booth to learn more about New Orleans and plan your trip to PDT 2019 scheduled for July 21ndash24 2019 You might win a free PDT 2019 registration
American Society of Military Comptrollers BOOTH 106wwwasmconlineorg
ASMC is the non-profit educational and professional organization for persons military and civilian in the overall field of military comptrollership ASMC promotes the education and training of its members and supports the development and advancement of the military comptrollership profession The society provides professional programs to keep members abreast of current issues and encour-ages the exchange of information techniques and approaches
AOC SolutionsBOOTH 303wwwaocfederalsolutionscom
AOC Solutions Inc is a Service-Disabled Veteran-Owned Business providing financial management federal accounting audit readiness support and technology services AOC thought leaders are dedicated to helping agencies identify better ways to analyze accounting and financial data for cost reduction and increased efficiency
Audimation ServicesBOOTH 104wwwaudimationcom
Audimation Services Inc is the US distributor of CaseWare IDEAreg a powerful user-friendly data analytics software tool designed to help profes-sionals extend auditing capabilities detect fraud and meet documentation standards We specialize in helping organizations streamline audits simplify data acquisition and improve business processes
Automation Anywhere BOOTH 809
See write-up on page 42
Becker Professional EducationBOOTH 709wwwbeckercom
Do you need CPE for CGFMreg CPA or the new DoD FM Certification Come ask about our Government Family Offer Nearly half a million professionals have advanced their careers through our CPE programs including CPA Exam Review PMPreg Exam Review Cybersecurity Six Sigma and more And be sure to check out our new program for Certified Anti-Money Laundering Specialists (CAMS)
Bureau of the Fiscal ServiceBOOTH 101wwwfiscaltreasurygov
The Bureau of the Fiscal Service serves as a catalyst for transforming the way the federal government manages finances and delivers shared services Our passion is improving financial management and shared service delivery through efficient and effective operations and through guidance and assistance to others
48 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Castro amp Company LLCBOOTH 503www castroco com
Headquartered in Washington DC Castro amp Company is an audit advisory and accounting services CPA firm with a strong federal customer focus We are a Minority-Owned Small Business offering the personalized services of a small firm with the full resources and quality expected from a larger CPA firm
CGI FederalBOOTH 306
See write-up on page 38
CliftonLarsonAllen LLPBOOTH 706
See write-up on page 39
CohnReznick GovernmentBOOTH 302www cohnreznick com
CohnReznick Government provides audit accounting and financial management compliance risk and integrity monitoring program and project management and disaster response and recovery Our comprehensive project management approach provides clients with reliable processes and delivers accounting insights to help government organizations improve communication administer fiscal and operational strategies and meet compliance requirements
EYBOOTH 601
See write-up on page 39
FI ConsultingBOOTH 703www ficonsulting com
FI Consulting develops effective practical solutions to help federal agencies achieve their missions while operating efficiently managing risk and adapting to a changing policy environment We apply our core strengths in Data Analytics Modeling and Technology to gain program performance insight manage risk improve operations and better deliver mission
GEHABOOTH 403www geha com
GEHA provides medical and dental plans through the FEHB and FEDVIP programs for more than 18 million federal employees retirees and their families GEHA members receive year-round vision and hearing benefits plus other discounts For more information please stop by our booth or visit gehacom and gehadentalcom
Graduate SchoolBOOTH 108www graduateschool edu
Graduate School USA provides a wide range of learning opportunities in formats accessible to adult learners everywhere through training continuing education courses executive and leadership development and credit offerings For professionals in the government auditing and financial management community we offer a comprehensive curriculum taught by leading practitioners
Grant Thornton LLPBOOTH 500
See write-up on page 38
AGA PDT 2018 | ORLANDO 49
GrantSolutionsBOOTH 209www grantsolutions gov
GrantSolutions supports Federal agencies throughout the grants lifecycle mdash from pre-award planning through application award and closeout Our service finds solutions for shared mission needs across agencies while incorporating unique business and regulatory processes for grant programs GrantSolutions is an OMB-selected grants business leader providing end-to-end innovative grants management services dedicated to advancing the mission of Federal agencies
GuidehouseBOOTH 201
See write-up on page 40
IFAS LLCBOOTH 407www ifas-llc com
IFAS is an 8(a) Service-Disabled Veteran-Owned Small Business Woman-Owned Small Disadvan-taged Business providing Program Management Business and Finance Operations Integrated Logistics and IT Support Services to meet specific needs of our clients We provide geographically dispersed support available when and where you need us
Immersion ConsultingBOOTH 806www immersioninc com
Immersion Consulting a Service-Disabled Veteran-Owned Small Business headquartered in Annapolis Md provides business management and technology consulting to government nonprofit and commercial clients Founded in 2004 we specialize in program management financial management technology services and training Our mission provide clients with actionable business solutions that yield sustainable results
InforBOOTH 100www infor com
Infor Public Sector solutions streamline financial management across multiple systems With more than 25 years of public sector experience Infor helps you meet organization demands including budget and audit readiness performance management and financial control with flexible solution deployment options to help you operate more quickly and efficiently
Interior Business CenterBOOTH 402www doi govibc
The Interior Business Center one of several OMB-approved interagency shared-service providers offers acquisition financial manage-ment and HR under a fee-for-service full cost recovery business model By assisting multiple federal organizations IBC can leverage resources to share economies and efficiencies with external customers and our parent agency the US Department of the Interior
JP MorganBOOTH 701
See write-up on page 41
Kearney amp CompanyBOOTH 600
See write-up on page 40
Kforce Governnment Solutions IncBOOTH 202www kforcegov com
Kforce Government Solutions Inc (KGS) provides management and technology solutions to Federal Government and State and local agencies We deliver customized solutions across financial management organizational transformation and IT to solve our clientsrsquo most complex mission and business challenges KGS also offers the innovative TraumaFXreg line of medical training manikins
50 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
KPMG LLPBOOTH 506
See write-up on page 40
Lynch Consultants LLCBOOTH 401www lynchconsultants com
Lynch Consultants provides strategic financial and program advisory and assistance services to the federal government We partner with clients to deliver project management services financial and business support and strategic policy solutions for complex government programs Clients include numerous federal departments including DoD Navy Army VA HHS and HUD
Management ConceptsBOOTH 800www managementconcepts com
Management Concepts is a leading provider of professional development performance improve-ment and talent management solutions for the public sector Since 1973 we have collaborated with the federal government state and local offices non-profit organizations universities and corporations to enhance the performance of teams and organizations Follow us on Twitter Mgmt_Concepts
The MIL CorporationBOOTH 805www milcorp com
The MIL Corporation has grown steadily for 36 years and remains dedicated to excellence service and support across our four major service areas financial management and systems support information technology cyber security and systems and C4 engineering For more information please visit us at wwwmilcorpcom or on Facebook at httptinyurlcomFacebookMIL
mLINQS LLCBOOTH 203www mLINQS net
mLINQS a Service-Disabled Veteran-Owned Small Business founded in 2003 provides the govern-mentrsquos leading employee relocation management system and E-Gov travel (ETS2) consulting services Since 2004 mLINQS relocation system has automated relocations and tracked expenses for more than 30 agencies
MorganFranklin ConsultingBOOTH 707www morganfranklin com
MorganFranklin Consulting headquartered in McLean Va provides business consulting and technology solutions to public companies fast-growing private companies and US govern-ment agencies Third-party customer satisfaction surveys highlight the companyrsquos reputation for being hands-on flexible and skilled at bringing diverse groups together to complete projects on time and within budget
Qlik Tech IncBOOTH 801www qlik com
Qlikreg is the leading data analytics platform and the pioneer of user-driven business intelligence Its portfolio of cloud-based and on-premise solutions meets customersrsquo growing needs from reporting and self-service visual analysis to guided embedded and custom analytics regardless of where data is located
RMA Associates LLCBOOTH 501www rmafed com
RMA an SBA Certified 8(a) Small Business located in the Washington DC metropolitan area specializes in audit consulting and advisory
AGA PDT 2018 | ORLANDO 51
RSM US LLPBOOTH 207
See write-up on page 42
Savantage SolutionsBOOTH 308www savantage net
Savantage Solutions a CMMIreg Level 3 Rated and ISO 90012008 certified company is a leading provider of software development business consulting and program management support services One of only five vendors of financial management systems certified for federal use Savantage takes pride in its service excellence
Sehlke Consulting LLCBOOTH 200www sehlkeconsulting com
Founded in 2011 Sehlke Consulting is a Service-Disabled Veteran-Owned Small Business and Historically Underutilized Business Zone (HUBZone) firm based in Arlington Va We provide comprehensive leading solutions in Financial Management Acquisition Management Logistics and Supply Chain Management and National Security amp Defense Programs
TeraThink CorporationBOOTH 400www terathink com
TeraThink takes pride in the outstanding reputation we have earned over the past 15 years for delivering superior results to federal customers With expertise in agile development enterprise application technologies financial services and cloud solutions our delivery platform brings exceptional scale and value to support customersrsquo transformation business automation and mission-related goals Visit our booth and wwwTeraThinkcom for more information
TFC Consulting IncBOOTH 409www tfcci net
A licensed CPA firm Small Disadvantaged Business and ISO 9001_2015-certified enterprise TFC is the trusted partner of federal agencies facing complex financial management challenges Now celebrating 15 years of success and excellence in assisting clients TFC develops and implements comprehensive solutions to improve financial management environments and achieve operational efficiency
US Army Financial Management CommandBOOTH 802www facebook comUSAFMCOM
US Army Financial Management Command is responsible for the delivery of Army-wide Financial Management (FM) functions including Enterprise Resource Planning systems support audit and compliance support financial operations support and ERP business process standardization support and for providing operational oversight of Army field FM activities
Williams AdleyBOOTH 301
See write-up on page 43
Note The contents of this exhibitor list were compiled from information supplied by exhibitors While every effort has been made to ensure contents are correct AGA is unable to accept liability for errors or omissions or for any claims made by exhibitors
52 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AGA PDT 2018 | ORLANDO 53
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AIG Assistant Inspector GeneralAssoc AssociateAsst AssistantBus BusinessCEO Chief Executive OfficerCFO Chief Financial OfficerCIO Chief Information OfficerCo CountyComm CommitteeCOO Chief Operating OfficerCPAG Corporate Partner Advisory GroupDep DeputyDept DepartmentDev DevelopmentDir DirectorDiv DivisionEduc EducationERM Enterprise Risk ManagementExec ExecutiveFed FederalFM Financial ManagementGM General Manager Govt Government
Fields of Study See page 4 for list of Fields of Study
AOC Architect of the CapitolAOUSC Administrative Office of the
US CourtsCommerce US Department of CommerceDHHS US Department of Health
and Human ServicesDHS US Department of
Homeland SecurityDLA Defense Logistics AgencyDoD US Department of DefenseDoE US Department of EnergyDOI US Department of the InteriorDOJ US Department of JusticeDoS US Department of StateFASAB Federal Accounting Standards
Advisory BoardFiscal Service Bureau of the Fiscal ServiceFIT Office of Financial Innovation
and TransformationFMSB Financial Management Standards
BoardFTA Federal Transit Administration
HR Human ResourcesIG Inspector GeneralIT Information TechnologyMgmt ManagementMgr ManagerNatrsquol NationalOfc OfficePNP AGA Past National
PresidentPNT AGA Past National
TreasurerRPA Robotic Process
AutomationRVP Regional Vice PresidentSecrsquoy SecretarySME Subject Matter Expert Sr SeniorSvc ServiceSVP Senior Vice PresidentTech TechnicalUniv UniversityVP Vice President
GAO Government Accountability OfficeGASB Government Accounting Standards
BoardGSA US General Services
AdministrationHUD US Department of Housing
and Urban DevelopmentIRS Internal Revenue ServiceNASA National Aeronautics and Space
AdministrationNSF National Science FoundationOCFO Office of the Chief Financial OfficerOIG Office of Inspector GeneralOMB Office of Management and BudgetSBA Small Business AdministrationTreasury US Department of the TreasuryUSAID US Agency for International
DevelopmentUSDA US Department of AgricultureUSPTO US Patent and Trademark OfficeVA US Department of
Veteran Affairs
54 AGACGFM | PDT18
Glossary
MAIN CONVENTION CENTERSINGLE-LEVEL
REGISTRATION
CYBER LOUNGE
EX
HIB
IT H
ALL
PLENARY S
ESSIO
NS
AGA PDT 2018 | ORLANDO 55
Convention Center Floor Plans
圀䔀 䰀䤀匀吀䔀一 簀 圀䔀 䤀一一伀嘀䄀吀䔀 簀 圀䔀 䐀䔀䰀䤀嘀䔀刀
吀愀猀栀甀 吀爀椀瘀攀搀椀Ⰰ 倀爀攀猀椀搀攀渀琀䌀䔀伀 㜀㤀㐀 漀爀 琀琀爀椀瘀攀搀椀䀀琀昀挀挀椀渀攀琀
嘀椀猀椀琀 漀甀爀 眀攀戀猀椀琀攀 愀琀 眀眀眀琀昀挀挀椀渀攀琀
䘀漀爀 洀漀爀攀 椀渀昀漀爀洀愀琀椀漀渀 挀漀渀琀愀挀琀 吀䘀䌀
椀猀 琀栀攀 琀爀甀猀琀攀搀 瀀愀爀琀渀攀爀 昀漀爀 昀攀搀攀爀愀氀 愀最攀渀挀椀攀猀 琀栀愀琀愀爀攀 昀愀挀椀渀最 挀漀洀瀀氀攀砀 ǻ渀愀渀挀椀愀氀 洀愀渀愀最攀洀攀渀琀 挀栀愀氀氀攀渀最攀猀
吀䘀䌀 䌀漀渀猀甀氀琀椀渀最 䤀渀挀
뜀뜀
뜀뜀뜀뜀
䔀渀琀攀爀瀀爀椀猀攀 刀椀猀欀 䤀渀琀攀爀渀愀氀䌀漀渀琀爀漀氀猀 䄀搀瘀椀猀漀爀礀䤀洀瀀爀漀瀀攀爀 倀愀礀洀攀渀琀猀䴀攀愀猀甀爀攀洀攀渀琀 刀攀洀攀搀椀愀琀椀漀渀䘀椀渀愀渀挀椀愀氀 刀攀瀀漀爀琀椀渀最 䄀䄀挀挀漀甀渀琀椀渀最 伀瀀攀爀愀琀椀漀渀猀䘀椀渀愀渀挀椀愀氀 匀琀愀琀攀洀攀渀琀 䌀漀洀瀀氀椀愀渀挀攀 䄀甀搀椀琀䐀愀琀愀 䄀渀愀氀礀琀椀挀猀 伀瀀琀椀洀椀稀愀琀椀漀渀䤀吀 匀攀挀甀爀椀琀礀 刀攀瘀椀攀眀 䄀猀猀攀猀猀洀攀渀琀
伀甀爀 瘀愀氀甀攀ⴀ愀搀搀攀搀 猀攀爀瘀椀挀攀猀㨀
圀栀愀琀猀 礀漀甀爀 渀攀砀琀 洀漀瘀攀㼀
䴀愀渀礀 瀀愀琀栀猀Ⰰ 漀渀攀 挀漀爀爀攀挀琀 爀漀甀琀攀 䘀漀氀氀漀眀 吀䘀䌀 愀氀漀渀最 琀栀攀 爀漀甀琀攀 琀漀 猀甀挀挀攀猀猀 䘀椀爀猀琀 琀栀愀琀 挀漀爀爀攀挀琀氀礀
挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀
CPE Tracking ProcessPer requirements set forth by NASBA AGA tracks attendance for effective and efficient reporting
Your name badge is imprinted with a unique barcode Name badges will be scanned at random times for each session as you enter or exit AGA will use the process to tally your attendance and create your continuing professional education (CPE) certificate CPE certificates will be available online to print two weeks after the training Only registrants who are paid in full will be eligible for CPE hours Questions Contact 800 AGA 7211 ext 322 or educationagacgfm org
CPE RecognitionCheck your certification programs for recognition of CPEs earned during AGArsquos national educational events
CPEs earned can be used to fulfill CGFM
CPE requirements Learn more wwwagacgfmorgcgfm
NASBA RegistryAGA is registered with the National Association of State Boards of Accountancy (NASBA)
as a sponsor of CPE on the National Registry of CPE Sponsors State boards of accountancy have final authority on the acceptance of individual courses for CPE credit Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website wwwnasbaregistryorg National Registry of CPE Sponsor ID 104201
CPE Fields of StudyEach sessionrsquos Field of Study (FOS) is indicated within the agenda
ACC Accounting
ACCG Accounting (Governmental)
AUD Auditing
AUDG Auditing (Governmental)
BETH Behavioral Ethics
BMO Business Management and Organization
COMS Communications and Marketing
FIN Finance
HR Human ResourcesPersonnel
IT Information Technology
MGMT Management Services
PD Personal Development
SK Specialized Knowledge
STAT Statistics
TAX Taxes
4 AGACGFM | PDT18
Continuing Professional Education
Name Badge PolicyYour badge is proof of registration and allows you access to sessions post-training events and the exhibit hall Please wear it
The exhibit hall is only open to registered attendees
Spouses and guests may accompany you to the Presidentrsquos Appreciation Event on Wednesday evening
Medical Emergencies Personal Safety and Special AssistanceThe emergency contact information you provided is on the back of your name badge Please verify the information mark any changes and add any medical conditions or allergies Any information regarding a disability will remain confidential
If you require special assistance please let AGA staff know or stop by the Registration Desk Because many arrangements require pre-planning requests received on-site cannot be guaranteed In the event of an emergency please contact the Emergency Life Line (x55555) from any house phone
Photography DisclosureBy participating in this training event you grant AGA the right to use your name and photograph for promotional materials
AllergiesDietary RestrictionsAttendees who notified us about food allergies or dietary restrictions that prevent them from eating the standard entreacutee selection are provided with a vegetariangluten-free meal
Substitutions may not be possible Please make alternative meal arrange-ments if you have severe food allergies or specific dietary restrictions
Lead Retrieval DisclosureExhibitors can rent a lead-retrieval system to track visitors to their booth Allowing an exhibitor to scan your badge indicates your consent for the exhibitor to obtain your contact information and correspond with you
QuestionsCommentsConcernsFor information regarding AGArsquos administrative policies including refunds and cancellations email meetingsagacgfmorg
AGA PDT 2018 | ORLANDO 5
Tips amp Information
National Award CeremoniesThroughout the PDT AGA
recognizes individuals who have made outstanding contributions to
the association and the government financial management profession it serves See the Awards Program for
more information and schedule
Attendee ResourcesSPEAKER BIOS amp PRESENTATIONSAny bios and presentations made available to AGA are posted in the online agenda or the mobile app
RECORDED SESSIONSAttendees receive free
access to the recorded sessions in the online library
See flyer in your attendee bag for instructions on how to access free online recorded sessions
Note Recordings will be available 14 business days post-PDT Recorded sessions are not eligible for CPE credits
Be part of the discussionVisit the App store or Google Play and search for ldquoAGA PDT 2018rdquo to download the app Then access sessions exhibitors and floor plans view speaker information and connect with fellow attendees and more from your mobile device
1 Open the PDT 2018 app click the ldquoEngagerdquo icon and select the session you want to join
2 Click the ldquoAskrdquo button to submit a question
3 Read questions fellow attendees ask Up-vote a question by clicking the arrow on the left-hand side of the question the most popular questions rise to the top
4 You can also respond to polls and evaluate sessions
6 AGACGFM | PDT18
AGA PDT
2018
Check the PDT app or visit www agacgfm orgpdtsteps to log your steps
Two ways to win
1 walk 10000+ steps per day for a chance to win FREE registration to an upcoming AGA event or
2 walk the most steps in a day and win a gift card
READY SET WALK
Tips amp Information
Stop by the amp Social Media HubLOCATION CRYSTAL FOYER
Has your LinkedIn profile been neglected Itrsquos time for a profile makeover Enhance your online brand build your network and increase engagement on your LinkedIn profile Our experts can review your profiles in under 10 minutes and give you tips to take your LinkedIn profile to the next level Thatrsquos not all Learn how to tweet and use social media platforms for your personal and professional development
Attendee Conduct PolicyAGA is dedicated to providing a safe hospitable and productive environment for everyone attending our events regardless of ethnicity religion disability physical appearance gender or sexual orientation It is important to remember that a community where people feel unsafe or threatened is neither healthy nor productive AGA prohibits intimidating threatening or harassing conduct during our training events This policy applies to speakers staff exhibitors sponsors volunteers contractors and attendees PDT participants found to have violated this policy may be sanctioned including being removed from the PDT and barred from future events at the discretion of AGA
AGA PDT 2018 | ORLANDO 7
Play the PDT SCANvenger Quest for a Chance to Win Great PrizesPLAY SCAN WIN1 On the PDT 2018 app menu
tap ldquoLoginrdquo and enter your Badge Number You must login to play the game
2 Complete fun and simple tasks Scan QR codes using the built-in QR reader in the PDT app
3 Top 10 points earners will win gift cards and Top 3 will each receive $100 gift card Check the Leaderboard in the PDT app at 1200 p m on Wednesday July 25 to see if yoursquore a winner and collect your winnings at the PDT registration Badge identification required
Scan this QR code now and earn 25 points instantly
See flyer in your PDT bag for more information
MEET YOUR MATCH
PDT 2018W
IN G
REAT PRIZES
WINSee y
our attendee bag fo
r deta
ils
TIME EVENT LOCATION
SU
ND
AY
JU
LY 2
2 8 am ndash 6 pm Registration Open Palms Foyer
815 ndash 11 am National Board of Directors (NBD) Meeting Canary 3-4
1030 am ndash 1 pm Intergovernmental Partnership Steering Committee Meeting (invitation only)
New Orleans
1110 am ndash noon Bonus Session Dorsquos amp Donrsquots of Social Networking
Crystal H
1130 am ndash 1 pm AGA Past National President Luncheon New York
1130 am ndash 230 pm AGA Past National Treasurer Luncheon Washington
1245 ndash 4 pm AGA Executive Session (invitation only) Grand 9-11
1 ndash 215 pm Concurrent Sessions See page 10
230 ndash 345 pm Concurrent Sessions See page 11
4 ndash 450 pm Concurrent Sessions See page 12
5 ndash 7 pm Welcome Event with Exhibitors RoyalSabalSago
MO
ND
AY
JU
LY 2
3 6 ndash 630 am Early Morning Stretch amp Exercise Grand 8B
630 am ndash 4 pm Registration Open Palms Foyer
7 ndash 8 am Continental Breakfast with Exhibitors RoyalSabalSago
7 am ndash 630 pm Exhibit Hall Open (closed noon ndash 1 pm) RoyalSabalSago
8 ndash 830 am Opening Ceremony Cypress Ballroom
830 ndash 945 am Plenary Session Cypress Ballroom
930 am ndash 5 pm LinkedIn amp Social Media Hub Open Crystal Foyer
945 ndash 1030 am Coffee Break with Exhibitors RoyalSabalSago
1030 ndash 1145 am Concurrent Sessions See page 14
1145 am ndash 1 pm Luncheon and Awards Ceremony Cypress Ballroom
1 ndash 150 pm Plenary Session Cypress Ballroom
205 ndash 320 pm Concurrent Sessions See page 16
320 ndash 4 pm Coffee Break with Exhibitors RoyalSabalSago
4 ndash 515 pm Concurrent Sessions See page 19
515 ndash 630 pm Monday Event with Exhibitors RoyalSabalSago
All sessions in Crystal H Crystal C-F and Cypress Ballroom are live streamingAll sessions in Crystal H Crystal C-F and Cypress Ballroom are live streaming
8 AGACGFM | PDT18
Schedule at-a-Glance
TIME EVENT LOCATION
TU
ES
DA
Y J
ULY
24 6 ndash 630 am Early Morning Stretch amp Exercise Grand 8B
630 am ndash 4 pm Registration Open Palms Foyer
7 ndash 8 am Continental Breakfast with Exhibitors RoyalSabalSago
7 am ndash 405 pm Exhibit Hall Open (closed noon ndash 1 pm) RoyalSabalSago
8 ndash 915 am Plenary Session Cypress Ballroom
930 ndash 1020 am Concurrent Sessions See page 22
930 ndash 11 am Professional Ethics Board Meeting Washington
930 am ndash 5 pm LinkedIn amp Social Media Hub Open Crystal Foyer
1020 ndash 11 am Coffee Break with Exhibitors RoyalSabalSago
11 ndash 1150 am Concurrent Sessions See page 24
1150 am ndash 1250 pm Luncheon and Awards Ceremony Cypress Ballroom
105 ndash 220 pm Concurrent Sessions See page 26
105 ndash 325 pm AGA Digital Executive Session (invitation only) Grand 9-11
235 ndash 325 pm Concurrent Sessions See page 28
325 ndash 405 pm Coffee Break with Exhibitors RoyalSabalSago
330 ndash 545 pm Young Professionals Roundtable Miami
405 ndash 455 pm Concurrent Sessions See page 30
405 ndash 530 pm CPAG Meeting New Orleans
8 ndash 10 pm AGA Networking Reception Marriott Hotel Lobby Bar
WE
DN
ES
DA
Y J
ULY
25 6 ndash 630 am Early Morning Stretch amp Exercise Grand 8B
630 am ndash 4 pm Registration Open Palms Foyer
715 ndash 815 am National Awards Breakfast Cypress Ballroom
820 ndash 10 am Plenary Sessions Cypress Ballroom
10 ndash 1030 am Coffee Break Crystal Foyer
10 am ndash 4 pm LinkedIn amp Social Media Hub Open Crystal Foyer
1030 ndash 1145 am Concurrent Sessions See page 33
1145 am ndash 1245 pm National Awards Luncheon Cypress Ballroom
1 ndash 2 pm FMSB Meeting Washington
1 ndash 215 pm Concurrent Sessions See page 35
230 ndash 3 pm AGA National President Gavel Exchange Cypress Ballroom
3 ndash 4 pm Closing Plenary Session Cypress Ballroom
6 ndash 11 pm Presidentrsquos Appreciation Event RoyalSabalSago
All sessions in Crystal H Crystal C-F and Cypress Ballroom are live streamingAll sessions in Crystal H Crystal C-F and Cypress Ballroom are live streaming
AGA PDT 2018 | ORLANDO 9
8 am ndash 6 pm
Registration Open
815 ndash 11 am
National Board of Directors (NBD) MeetingCANARY 3-4
AGA national officers will report to the NBD on the 2017ndash2018 program year results and discuss plans for the 2018ndash2019 program year All members are welcome
1030 am ndash 1 pm
Intergovernmental Partnership Steering Committee Meeting (invitation only)NEW ORLEANS
1110 am ndash noon
Bonus Session Dorsquos amp Donrsquots of Social NetworkingCRYSTAL H | FOS COMS
Wersquove come a long way from the time of MySpace mdash the social network landscape is constantly changing Learn which social networks deserve your attention and how to use them to enhance your professional brand and voice
M Lyndsay McKeown Marketing amp Graphics Manager AGA
1130 am ndash 1 pm
AGA Past National President LuncheonNEW YORK
1130 am ndash 230 pm
AGA Past National Treasurer LuncheonWASHINGTON
1245 ndash 4 pm
EXEC1 Executive Session Building the CFO Organization of the Future (invitation only)GRAND 9-11 | FOS HR
Innovation is in the driverrsquos seat and data analytics and robotics are the engine Do federal CFOs have the team they need Wersquoll focus on this challenge in a creative and innovative way by looking at three major levers for success Determining the skills needed in this ldquonew normalrdquo attracting the right talent and retaining and developing your current staff who have demonstrated their commitment to your agency
M Michael Herrinton Partner EY
1 ndash 215 pm
S100 Conduct and Ethics Guidance in a Gray WorldCRYSTAL H | FOS MGMT
Every accountant and auditor knows that at any point an ethical challenge can present itself Learn how to manage situations that can lead to your honor being compromised mdash such as clients facing jail time managing large amounts of money and innocent-seeming requests
M Charles Hester InstructorConsultant AGA RVPndashWest Coast Region
10 AGACGFM | PDT18
Agenda mdash Sunday ModeratorM
Check PDT app for speakers
S101 Governmental Accounting in Academia mdash Where Have You GoneCRYSTAL A-B | FOS HR
In recent years the number of governmental accounting courses offered at colleges and universities has decreased This session will explore how this trend affects the field and how to find and train future government accountants
M Barbara Bail Staff Accountant DLA
S102 Successful Improper Payment Programs Connecting Technology and ERMCRYSTAL C-F | FOS MGMT
Learn how improper payment programs can be effective by incorporating the ERM profile of each payment site location and identified strong control objectives of the business processes
M Mike Wetklow Dep CFO and Div Dir NSF
S103 Powering Excellence and Accountability with RPACRYSTAL M-Q | FOS IT
Do you have the important time-sensitive information needed to be captured from diverse sources then converted to a standard format and transmitted on an hourly basis 247 Automating manual tasks increases productivity and reduces human error resulting in improved processing time and a strong ROI for your agency Transform financial management and help other agencies employ digital workers
M Thomas Spann Head of Fed Sales amp GM Automation Anywhere
230 ndash 345 pm
S104 Managing ChangeCRYSTAL A-B | FOS HR
Managing change is critical for maintaining your workforce and ensuring a pleasant and positive work environment for your organization and clients This session will explore how to use change mdash like changing budgets requirements and new regulations mdash to make a more stable workforce and environment
M Melinda Miguel Dep IG AOC
S105 Blockchain Itrsquos Not Just BitcoinCRYSTAL M-Q | FOS IT
With the rising popularity of Bitcoin do you know what to expect This session will explore critical details of Bitcoin such as distributed ledger technology and Blockchain This session will also explore the reasons behind this trend and if it is the next dot-com bubble
M George Fallon Mgr RMA Associates LLC
S106 Can Grant Managers Meet the New Compliance RequirementsCRYSTAL K-L | FOS MGMT
Grants managers must work to ensure grantees are prepared to effectively and compliantly accomplish grant goals and ensure granteesrsquo systems are compliant with complex data standards and new requirements This session will feature grants program managers as they discuss how they assess and address their various program risks
M Roger Von Elm Principal CliftonLarsonAllen LLP
AGA PDT 2018 | ORLANDO 11
Sunday mdash AgendaGlossary on page 54Check PDT app for speakers
S107 The New Tax Reform is HereCRYSTAL C-F | FOS TAX
The new tax reform brings many new changes to both businesses and individuals This session will explore how tax reform will affect governments your workplace and your taxes
M John Roland Jr VP MIL Corporation
S108 Getting Through the Report Writing and Review Process Without Losing Your SanityCRYSTAL H | FOS AUD
Yoursquove completed the audit and found resultshellip if you could just get it out the door Join us in discussing how auditors communications analysts and senior managers can work together to maximize a reportrsquos readability and effectiveness mdash while remaining collegial
M Mark Bell AIG Audits NSF
4 ndash 450 pm
S109 Managementrsquos Discussion and Analysis Bridging the lsquoGAAPrsquoCRYSTAL C-F | FOS ACC
Managementrsquos discussion and analysis is a key component of financial reporting It tells the reporting entityrsquos story regarding operations service levels successes challenges and future expectations This session will discuss the challenges in concisely achieving GAAP requirements with todayrsquos abundance of data
M Wendy Morton-Huddleston Principal Grant Thornton LLP
S110 Effective Audit and Audit Resolution PracticesCRYSTAL M-Q | FOS AUD
This session will examine both the roles of the auditor and auditee using the Cooperative Audit Resolution and Oversight Initiative (CAROI) The session will highlight resolving audit findings successfully using the viewpoints and evidence from both aspects It will also emphasize the engagement of the proper stakeholders and responsible parties
M Dave LeBlanc SVP-at-Large AGA
S111 Hot Off the Press The New and Improved Yellow BookCRYSTAL H | FOS AUDG
The 2017 Yellow Book represents a modernized version of the standards and helps auditors hold the organizations they audit accountable Panelists will explore the new requirements included in the book such as those related to auditor ethics independence and professional judgment and competence
M Berri Davis Dir GAO
S112 IgniteCANARY 1-2 | FOS PD
During this fast-paced fun and entertaining session each presenter has 20 slides mdash which auto-advance every 15 seconds mdash to tell their personal story This might be bold and possibly brash but it wonrsquot be boring
M Susan Fritzlen COO AGA
5 ndash 7 pm
Welcome Event with ExhibitorsROYALSABALSAGO
12 AGACGFM | PDT18
Agenda mdash Sunday ModeratorM
Check PDT app for speakers
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
AGA PDT 2018 | ORLANDO 13
Sunday mdash AgendaGlossary on page 54Check PDT app for speakers
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
PiYotrade LIVE mdash sweat and burn calories with fusion-style movements inspired by yoga and Pilates This class incorporates dynamic balance strength flexibility and functional training with upbeat music All levels welcome and no equipment is needed Prizes will be given daily plus a grand prize
630 am ndash 4 pm
Registration Open
7 ndash 8 am
Continental Breakfast with ExhibitorsROYALSABALSAGO
8 ndash 830 am
Opening CeremonyCYPRESS BALLROOM
830 ndash 945 am
M100 Plenary Session Monday MorningCYPRESS BALLROOM | FOS ACCG
Hear GAOrsquos comptroller general discuss changes from last yearrsquos US government financial position progress on key GAO initiatives and what GAO and auditors might look forward to in the future
Gene Dodaro Comptroller General GAO
M Ann Ebberts CEO AGA
945 ndash 1030 am
Coffee Break with ExhibitorsROYALSABALSAGO
1030 ndash 1145 am
M101 Wersquove Got the Data Now WhatGRAND 12-14 | FOS ACC
With the DATA Act data is becoming more consistent and reliable Agencies have a plethora of interesting federal obligation and spending data at its fingertips While some agencies see it only as an exercise in compliance others are starting to realize there is a lot of potential with this data Join this session to explore these points hellip and more
M Dave Mader Chief Strategy Officer Deloitte Consulting
14 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
M103 Natural Disasters and Accountability Related to Government FundingCRYSTAL C-F | FOS AUDG
Congress has allocated tens of billions of dollars in disaster-related aid to help communities recover from the devastating hurricanes and wildfires of 2017 States and local governments are also supporting this recovery During this session hear what agencies are doing to ensure government accountability for such aid
M Berri Davis Dir GAO
M104 Building the Future Workforce for StateLocal GovernmentsCRYSTAL H | FOS BMO
How are state and local government leaders recruiting and attracting the next generation of accountants Join the roundtable to see how different offices are fighting back against the ldquosilver tsunamirdquo
M Lealan Miller AGA FMSB Chair
M105 Driving Competitive Advantage with TBMCRYSTAL K-L | FOS BMO
Like any new method process or automation tool Technology Business Management (TBM) will impact federal agencies their technology management and business teams Join this session to learn more about how TBM is creating standards and business views that are meaningful to CIOs and CFOs
M Kevin Greer VP CGI Federal
M106 Accelerating Shared Services for Finance and Accounting OperationsGRAND 9-11 | FOS BMO
For nearly 20 years the federal government has been considering the use of shared services Progress has been slow especially in the area of consolidating duplication and overlap in areas such as finance and accounting This panel examines approaches to accelerate shared services in operations
M Rowan Miranda CFO Advisory Practice Leader Accenture Federal Services
M107 Advanced Process Automation Increasing Productivity with RoboticsCANARY 3-4 | FOS IT
The Fiscal Service and other federal agencies are testing robotic process automation to minimize repeatable manual operations in core financial management processes Learn about future trends in the financial industry along with potential applications that will transform the financial management community Senior leaders across agencies will share trends and discuss the priorities ahead This session will be of interest to the federal state and private sectors
M Craig Fischer Program Mgr Fiscal Service
AGA PDT 2018 | ORLANDO 15
Monday mdash AgendaGlossary on page 54Check PDT app for speakers
M108 OCFO of the Future mdash What Does It Look LikeCRYSTAL M-Q | FOS MGMT
What does the OCFO look like in the age of robotics Blockchain data analytics and cloud computing Attend this session to hear from an expert panel to learn what CFOs are doing to integrate new technology into their organizations and their roles
M Joe Kull Dir Guidehouse
M109 Taking Care of CustomersCRYTAL A-B | FOS PD
Customers are people too hellip and the reason you exist But when has anyone ever trained you to deal with them Take a moment to learn some elements of what it means to take care of customers with more stories and more energy thatrsquoll give you something to think about
M Mary Peterman Dep Chief Finance and Procurement AOUSC
1145 am ndash 1 pm
Luncheon and Awards CeremonyCYPRESS BALLROOM
1 ndash 150 pm
M110 Plenary Session Curing Adultitis mdash Your Prescription for Less Stress and More SuccessCYPRESS BALLROOM | FOS PD
Adultitis is an epidemic that is coming hard after us every day It infiltrates even the best environments producing stress and burnout Learn practical tips for reclaiming your passion bringing more fun and less stress to the job at hand
Jason Kotecki Artist Author Founder of Escape Adulthood
M Mark Easton Dep CFO ndash Comptroller DoD
205 ndash 320 pm
M111 Itrsquos a Disaster Before During and AfterCRYSTAL A-B | FOS ACC
Is your agency equipped for a disaster Hear from federal state and local officials about the challenges and best practices when preparing for responding to and accounting for disasters
M Mary Peterman Dep Chief Finance and Procurement AOUSC
M112 Governance Over Financial Statements IT Control RiskGRAND 9-11 | FOS ACCG
Join a panel of experts as they discuss key resources in the federal space In particular the experts will take a closer look at a management assessment framework for IT general controls in support of the annual assurance process and conclusions
M Scoey Alexander Sr Mgr Kearney amp Company
CGFMs donrsquot forget to wear red or apparel with the CGFM logo
on Tuesday to celebrate CGFM Day
16 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
M113 Lessons Learned from Real-life FraudsCRYSTAL C-F | FOS AUDG
This session will feature presentations of frauds committed by state and local governments Panelists will also discuss how the perpetrators circumvented controls or took advantage of the absence of controls
M Maribeth McCarthy Dir Bus Dev Mastercard
M114 Conducting Audits in Challenging EnvironmentsCRYSTAL K-L | FOS AUDG
Conducting audits in unique environments presents challenges Whether itrsquos in a remote village on the other side of the world in the middle of a disaster or at an unexpected location here at home mdash this session highlights some of these challenges and discusses strategies for overcoming them
M Sal Ercolano Sr Advisor Williams Adley
Follow us guidehouse_us linkedincomcompanyguidehouse-us
Introducing Guidehouse formerly PwC Public Sector oering the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected We invite you to learn more at guidehousecom
copy 2018 Guidehouse
Hi wersquore (not so) new here
AGA PDT 2018 | ORLANDO 17
Monday mdash AgendaGlossary on page 54Check PDT app for speakers
M115 DATA Act Opportunities to Become More Data-DrivenGRAND 12-14 | FOS FIN
Hear about steps Treasury and other federal agencies have taken to improve the quality of the data published on USAspendinggov and explore opportunities for federal state and local governments to use the data to improve performance and outcomes
M Aileen Burgman Sr Policy Analyst Treasury
M116 ldquoKnock Knock rdquo ldquoWhorsquos ThererdquoCRYSTAL H | FOS IT
New innovations in cognitive technology and authentication give government officials a better understanding of who is ldquoknockingrdquo at the door Through cognitive technology digital identity will not only allow government to more effectively and efficiently police access but it will enable citizens to safely electronically engage with government This session will explore digital identity and the new role it can serve as it moves from policing to enabling access
M Tony Hubbard Principal KPMG
M117 Governmentrsquos Blockchain Journey mdash Lessons LearnedCANARY 1-2 | FOS IT
Blockchain has potential to bring security efficiency and speed to a range of services and processes How should agencies look to incorporate Blockchain into the way they function today Panelists will share successes pain points and lessons learned from standing up solutions from Blockchain technology
M Christina Canavan Dir Deloitte
M118 CFO and CIOs 2018 Models for Synergy and SuccessCANARY 3-4 | FOS MGMT
CFO and CIO experts discuss the intersection of policies and management issues that impact them The session will also discuss how these leaders can work together to improve efficiency and transparency reduce risk and strengthen the workforce offering models for success
M Daniel Meers Natrsquol Leader Transformation RSM LLP
M119 The Art of Tinkering Tiny Ways to Transform EverythingCRYSTAL M-Q | FOS PD
Drive innovation achieve new levels of happiness and uncover hidden opportunities by learning the art of tinkering In times of uncertainty and change the small things really do make the biggest difference
M Lisa Casias Dep Asst Secrsquoy for Administration Commerce
320 ndash 4 pm
Coffee Break with ExhibitorsROYALSABALSAGO
More than one concurrent session you want to attend
Donrsquot forget recorded sessions will be archived and available for one year
18 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
4 ndash 515 pm
M120 Audit Tips for Federal Disaster Response EffortsCANARY 3-4 | FOS AUDG
Hear about lessons learned and advice for auditing federal disasters The panel will discuss prior audit findings recom-mendations and tips from previous audits Attendees will also learn insights from Emergency Management Oversight Teams
M Steve Rickrode Dep Asst IG for Audit USDAndashOIG
M121 Financial Audits or Performance AuditsCANARY 1-2 | FOS AUDG
Financial audits have been the backbone of audit shops in state and local government Recently though some of these organi-zations have redirected their efforts into performance audits to give legislators more information on how agencies are meeting their missions This session will explore the differences and similarities between these two audit models and which one could best serve your organization
M Gerry Boaz Tech Mgr TN Div of State Audit
M122 March of the Robots mdash Join the ParadeCRYSTAL H | FOS IT
Software robots or ldquobotsrdquo operate like humans and our understanding of them continue to rapidly evolve During this session the panel will explore experiences of three organizations now implementing intelligent automation solutions
M Kirke Everson Managing Dir KPMG
M123 Moving Federal Financials to the Cloud Two Case StudiesROOM CRYSTAL K-L | FOS IT
Remaining status quo when it comes to financial management systems can cost your agency time and money Join this session to hear from agencies who have eliminated barriers towards growth and moved their agencyrsquos financial management systems to a secure compliant agile and forward-thinking model
M John Nemoto VP Hybrid IT CGI Federal
M124 Swamped and Overwhelmed How to Cope with Data Overload CRYSTAL A-B | FOS MGMT
Agencies have amassed large volumes of data about business operations services and customers Few agencies though have fully tapped this resource to measure and improve performance This panel describes how data can better support federal agency performance management efforts
M Kris Naleszkiewicz Sr MgrndashFinance Analytics Lead Accenture Federal Services
M125 Leadership Gold NuggetsCRYSTAL M-Q | FOS PD
Participants will learn ldquogold nuggetsrdquo of leadership wisdom accumulated during decades of studying practicing and teaching leadership This session will include a panel discussion of these leadership fundamentals and their application in a variety of professional accountability careers
M Paul Barrett Professor Longwood Univ
AGA PDT 2018 | ORLANDO 19
Monday mdash AgendaGlossary on page 54Check PDT app for speakers
M126 What Caused My Risk GRAND 12-14 | FOS STAT
Root cause analysis is often a forgotten element of resolving issues because the focus tends to be more on correcting the issue than evaluating the cause This session will feature this proactive approach to problem resolution to help prevent issues from happening in the future
M Kenneth Donohue Former HUD IG
M127 Ethics in the WorkplaceCRYSTAL C-F | FOS BETH
This session will cover the components of ethical behavior as well as the need to maintain an ethical environment in the workplace Participants will learn tips and techniques to create and maintain an environment that is ethical and conducive to the mission of the organization
M Marsi Woody Financial Exec Officer Idaho State Police
M128 Citizen-Centric Reporting mdash Turning Data Into InformationGRAND 9-11 | FOS ACCG
Hear how AGArsquos Citizen-Centric Reporting (CCR) can be used as an electronic portal to an agency See examples of how agencies have taken enormous amounts of data found on government websites and turned it into pages of focused and easy to read information for the consumer and citizen
M John Lynskey Controller NSF
515 ndash 630 pm
Monday Event with ExhibitorsROYALSABALSAGO
20 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
Health and Dental benefits designed exclusively for federal employees retirees and their families
We stand by you
gehahealth
gehacom
8008216136
OR-ADS-0318-004
Health and Dental benefits designed exclusively for federal employees retirees and their families
We stand by you
gehahealth
gehacom
8008216136
OR-ADS-0318-004
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
See description on page 14
630 am ndash 4 pm
Registration Open
7 ndash 8 am
Continental Breakfast with ExhibitorsROYALSABALSAGO
8 ndash 915 am
T100 Plenary Session Leading from Any SeatCYPRESS BALLROOM | FOS PD
With real-world stories and insights from in and out of the cockpit Shannon Huffman Polson offers tangible leadership lessons for you to seek out your own targets and incorporate them into your own profession By examining leadership and situational challenges Shannon empowers others to lead and thrive in any dynamic environment
Shannon Huffman Polson Former US Army Captain and Pilot
M Doug Glenn AGA Immediate PNP
930 ndash 1020 am
T101 A Future Financial Reporting ModelCRYSTAL M-Q | FOS ACCG
Data and tools exist to provide consumable financial data to internal and external users by providing multiple ways of finding answers What if the data and tools were integrated into a digital model Join this session to learn how digitized data can reinvigorate the way we communicate and interact with financial information
M Tasha Austin Sr Mgr Deloitte
T102 Emerging Issues in State Government AccountabilityCRYSTAL C-F | FOS FIN
States often face many demands on their operation mdash coming from both a local and federal level This session will explore how two states are dealing with these pressures and what the future balancing act of demands looks like for them
M Melinda Miguel Dep IG AOC
T103 Leveraging Data Analytics Transforming Data Into Better DecisionsCRYSTAL H | FOS AUD
As data analytics become more commonplace in government agencies can leverage analytics tools to make better decisions and improve the effectiveness and efficiency of their programs This session will explore how analytics can be used to enhance decision-making
M Shivendra Verma Principal Grant Thornton LLP
PDT18 Follow us
AGACGFM
22 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T104 Implementing the Revised OMB Circular A-123 Appendix ACANARY 1-2 | FOS AUDG
This session will focus on the newly released revision to OMB Circular A-123 Appendix A Hear about the renewed focus on data quality planning as well as flexibilities provided around agency control activities
M David Zavada Sr Partner Kearney amp Company
T105 What Are Subrecipients Doing with Your MoneyGRAND 9-11 | FOS BMO
During this session attendees will hear what a subrecipient monitoring program should include
M Nasr Fahmy Asst Dir for Financial Assistance Oversight DHSOCFOFinancial Assistance Policy and Oversight
T106 Letrsquos Get Uncomfortable and Talk About Sexual HarassmentCANARY 3-4 | FOS HR
Victims of sexual harassment are speaking up and the alleged harassers are being exposed Join this important and timely session to learn what you can do to prevent sexual harassment in your workplace and create a safer work environment
M Karen Wilson Principal Public Sector Practice Guidehouse
T107 Hey Bot mdash What Can You Do for MeCRYSTAL K-L | FOS IT
Robotic Process Automation (RPA) has found its way into the government This session will discuss how federal agencies are currently using RPA and the potential for leveraging cognitive automation and artificial intelligence as the next steps in the intelligent automation process
M Adam Goldberg Exec Architect Fiscal Service
T108 Next Generation ERP Systems for Federal AgenciesGRAND 12-14 | FOS MGMT
This panel will examine ldquowhatrsquos nextrdquo for ERP systems at a time when many federal agencies need to modernize their financial systems This session will debate on-premise vs cloud single vendor vs best of breed agency owned and maintained vs shared services and outsourced support
M James Harris Finance and Enterprise Performance ndash Sr Mgr Accenture Federal Services
T109 Managing Large Complex Federally Funded Grants and ContractsCRYSTAL A-B | FOS SK
Increased scrutiny of large complex grants and contracts require agencies better assess their project risks develop mitigation strategies and monitor outcomes This session covers approaches to manage civilian and military construction projects measure earned-value and improve outcomes
M Bert Nuehring Partner Crowe LLP
AGA PDT 2018 | ORLANDO 23
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
930 ndash 11 am
Professional Ethics Board MeetingWASHINGTON
1020 ndash 11 am
Coffee Break with ExhibitorsROYALSABALSAGO
11 ndash 1150 am
T110 Innovations in Public PerformanceCRYSTAL K-L | FOS ACCG
Not surprisingly citizens want to know what they are getting for their tax dollars Panelists will discuss the performance measures and innovative techniques for engaging citizens developed by governments to help inform taxpayers
M Shivendra Verma Principal Grant Thornton LLP
T111 Setting the Foundation for TransparencyCRYSTAL A-B | FOS ACCG
This is a discussion of lessons learned from the first year of the DATA Act and next steps to improving transparency This session will discuss one agencyrsquos approach to successfully implementing the Act and next steps to improving its results
M Robert Shope Partner EY
T112 Federal Financial Audit Approach AlternativesGRAND 12-14 | FOS AUD
This session will share ideas identified by a federal CFO council workgroup to improve the nexus of costs benefits risks and burdens of the Agency Financial Report audit process
M Scott Bell Sr Staff Accountant Treasury
T113 How to Integrate Non-financial and Financial ReportingCRYSTAL M-Q | FOS AUDG
Explore how agencies leverage internal control over financial reporting organization structure knowledge and tools to address non-financial internal control requirements
M Jon Rymer Dir Lynch Consultants LLC
T114 Go Green From Overhead to Higher Training BudgetsCANARY 1-2 | FOS FIN
This session will discuss ways a department agency or business can decrease costs and allocate more resources towards employee training and professional development
M Chidilim Okonkno Systems Accountant NASA
T115 Where Did My Data Go and Why Should I CareCRYSTAL C-F | FOS IT
How have breaches and data disclosure incidents affected organizations from an economic and reputational perspective This session will discuss the impact of ransomware and other malicious attacks that restrict access to modify or delete your data
M Sarah Mirzakhani IT Principal CliftonLarsonAllen LLP
24 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T116 Application of Emotional IntelligenceCRYSTAL H | FOS PD
Everyone has dealt with ldquodifficultrdquo co-workers and individuals This session will explore how to handle different types of personalities by growing your own emotional intelligence
M Megan Gaillard Dir of Audit Palm Beach Co ndash OIG
T117 CFO SurveyGRAND 9-11 | FOS ACCG
This yearrsquos AGA CFO survey focuses on the tools and processes needed to help agencies address current budgetary challenges and mandates Join this session to hear the results of the online and in-person survey and discuss the findings with a panel of current and former CFOs
M Jim Taylor Managing Dir Grant Thornton LLP
copy 2018 Becker Professional Education Corporation All rights reserved
The knowledge you need to help prepare you for the next level of success
Becker Continuing Professional Education
Whether yoursquore a CPA CGFM CDFM DoD FMCIA CFE CMA or need GAGAS Becker offers Continuing Professional Education (CPE) tohelp meet your needs
With Becker CPE your accounting audit and fi nance professionals receive the timelyand relevant knowledge needed to help themstay ahead
Take advantage of our Subscription Program for unlimited use of Beckerrsquos CPE
+ Special rate forGovernment Agencies
+ Live Webcast and OnDemand formats(24x7 access)
+ Includes streaming videoand video courses
For more details on this program please visit agacgfmorgonlineCPE or contact John Gioeli at jgioelibeckercom
AGA PDT 2018 | ORLANDO 25
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T118 Letrsquos Get Uncomfortable and Talk About Sexual Harassment (repeat session)CANARY 3-4 | FOS HR
See description on page 23
M Karen Wilson Principal Public Sector Practice Guidehouse
1150 am ndash 1250 pm
Luncheon and Awards CeremonyCYPRESS BALLROOM See page 41
105 ndash 220 pm
T119 Certified Government Financial Manager (CGFM)CRYSTAL A-B | FOS PD
Discover the value of the CGFM designation Participants will hear from colleagues on why they pursued this certification and how it has helped advance their careers and distinguish them from others in their field You will also learn tips for preparing for the three CGFM exams
M Katya Silver Dir of Professional Certification AGA
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
T120 Leadership Ethics and Decision Making in Early AuditsCRYSTAL K-L | FOS BETH
Everyone is faced with various levels of ethical dilemmas at work and leadership can often create a culture that promotes unethical behavior without realizing the consequences Join this session to explore how ethics are integral to the behavior of employees and the impact of the behavior on early audits
M Robert Hart Sr Mgr EY
T121 Disrupting Improper PaymentsCRYSTAL H | FOS IT
Preventing improper payments is a government-wide challenge Join this session to learn how to make significant improvements and leverage disruptive technology to promote data sharing recipient authentication and encourage stakeholder collaboration Panelists will share best practices and explore ways to address root causes
M Steven Bernstein Exec Dir Electronic Payments Product Exec JP Morgan Treasury Svcs
T122 Fraud in Federal Assistance ProgramsCRYSTAL C-F | FOS AUDG
This session will give attendees an in-depth look at how fraud in federal programs was handled by state agencies federal grantors and state prosecutors This topic will explore case studies on the Summer Food Service Program and the Child and Adult Care Food Program
M Jeff Hart AGA PNP
Like us on
26 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T123 AGArsquos Grant Survey Improving Grantee ComplianceGRAND 12-14 | FOS MGMT
Recognizing challenges with grantee compliance AGA conducted a nationwide survey of federal grant recipients on implementation issues related to the Uniform Guidance (2 CFR 200) This session will focus on strategies and activities to address the most troubling areas identified by respondents
M James McKay Principal SME Grants Management Line of Business KGS
T124 Agency Risk Profile Lessons Learned and ValueCANARY 1-2 | FOS MGMT
This session will focus on agenciesrsquo experience from their A-123 Risk Profile definition process This session will include discussion of lessons learned outcomes achieved and value created
M Daniella Datskovska Dir ERM and Internal Control TFC Consulting Inc
Helping you succeed is ours Learn more at KPMGcomusfederal
Anticipate tomorrow Deliver today
copy 2017 KPMG LLP a Delaware limited liability partnership and the US member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (ldquoKPMG Internationalrdquo) a Swiss entity Some of the services or offerings provided by KPMG LLP are not permissible for its audit clients or affiliates NDPPS 677263
Your business is serving the public
AGA PDT 2018 | ORLANDO 27
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T125 Conflict in the Workplace Surviving and ResolvingCRYSTAL M-Q | FOS PD
Explore the types and causes of conflict in the workplace Participants will learn how to handle and manage conflict in the workplace Experts will share techniques for dealing with co-workers supervisors and staff in various situations involving both positive and negative conflicts
M Peggy Javery Acting Assoc CFO USDA
T126 FASAB Update Leases and More to ComeCANARY 3-4 | FOS ACCG
Hear from FASAB staff about recently-issued standards open proposals and proposals under development FASAB staff will discuss implementation of the new standards Additionally insights regarding new developments will be shared along with tips to help you prepare
M Wendy Payne Exec Dir FASAB
105 ndash 325 pm
EXEC2 AGA Digital Executive Session (invitation only)GRAND 9-11 | FOS IT
Learn about emerging technologies that may soon change the way you support your organizationrsquos mission Understand priorities challenges issues and opportunities from government leaders Engage in a highly interactive and engaging discussion on the latest strategies for digital transformation and exchange ideas and solutions with colleagues that you can bring back to your organization
M Kevin Greer VP CGI Federal
235 ndash 325 pm
T127 Medicaid The Elephant in the RoomCANARY 3-4 | FOS ACCG
Medicaid is a critical service in the lives of millions of Americans It is also a major expense for both federal and state entities This session will explore the ways that federal managers and state auditors are collaborating to make sure that these allocated dollars are spent wisely
M Kinney Poynter Exec Dir NASACT
T128 Path to Auditability Implementing New FASAB StandardsCANARY 1-2 | FOS ACCG
This session will provide an understanding of SFFAS 48 Opening Balances for Inventory Operating Materials and Supplies Stockpile and SFFAS 50 Establishing Open Balances for General Property Plant and Equipment and discuss tips for successful implementation Additionally participants will hear about implementing the standards mdash including the pitfalls and best practices for success
M Eveka Rodriguez Partner Grant Thornton LLP
T129 Data Analytics for FraudCRYSTAL A-B | FOS AUDG
Proactive data monitoring and use of data analytics can prevent your entity from being subject to a public fraud This session will show attendees how proactive data analysis techniques and tools can save money prevent bad publicity and detect fraud faster with fewer resources
M Sarah Hays Programming Dir Data Coalition
28 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T130 Planning for Federal Funding DecreasesCRYSTAL C-F | FOS FIN
State and local governments federal funding sources are always in flux This session will feature a panel of state and local government leaders discussing what plans they have in place in the event of a reduction of federal funds
M Lealan Miller AGA FMSB Chair
T131 My Data Was Just BreachedCRYSTAL K-L | FOS IT
Access to data is key to effective analytics However with recent data breaches security standards around data transfer and storage have tightened This session discusses steps to follow to ensure secure handling of data in analytics programs
M Phil Magrogan COO Immersion Consulting
MAKES A DIFFERENCE
Find the six dierences in the two photos Present at booth 202 for your prize
2677 Prosperity Avenue Suite 100 Fairfax Virginia 22031 wwwkforcegovcom Kforce_govKGS
RISKMANAGEMENT
COMPLIANCE ampAUDIT SERVICES
GRANTSMANAGEMENT
FINANCIALIMPROVEMENT
FINANCIALTECHNOLOGY
AGA PDT 2018 | ORLANDO 29
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T132 Communicating Effectively Skills and TechniquesCRYSTAL M-Q | FOS COMS
Improve your communication skills with colleagues customers supervisors and staff mdash and learn how to adjust styles based on with whom you communicate verbally vocally and visually This interactive session will address the needs concerns and frustrations of communicating effectively in todayrsquos workplace
M Dave LeBlanc SVP-at-Large AGA
T133 The Presidentrsquos Management Agenda and the Uniform GuidanceCRYSTAL C-F | FOS MGMT
The Presidentrsquos Management Agenda (PMA) was released in March 2018 This session will discuss the PMA Cross Agency Priority (CAP) Goal 8 Results-Oriented Accountability for Grants This session will also discuss the connectivity between OMBrsquos Uniform Guidance the PMA and the future vision for the world of grants
M Charles Hester InstructorConsultant AGA RVPndashWest Coast Region
325 ndash 405 pm
Coffee Break with ExhibitorsROYALSABALSAGO
330 ndash 545 pm
Young Professionals RoundtableMIAMI | FOS PD
Hear what accomplished leaders deem essential success factors for young professionals in todayrsquos ever-changing and challenging government financial management environment Interactive QampA will focus on leadership networking communication mentorship advancement and change management Speed networking session immediately follows for participants
405 ndash 455 pm
T134 Uniform Guidance Year Three mdash What You Still Donrsquot KnowCANARY 1-2 | FOS AUDG
The Uniform Guidance has been in effect for more than three years yet there are still several aspects to implement This presentation will explore those topics as well as best practices identified over the past three years
M Lealan Miller AGA FMSB Chair
T135 Protect Taxpayer DollarsGRAND 12-14 | FOS AUDG
Government vendors have larger and more contractual requirements which can lead to greater need for vendor audits Join this session to explore how vendors are audited to make sure they provide the government with the full set of contracted services and ultimately protect taxpayer dollars
M Kim Farington CFO FirstNetHave session ideas
for PDT 2019Join the PDT technical
committee email meetingsagacgfmorg
30 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
ARE YOU READY
cohnreznickcomindustriespublic-sector
CohnReznick helps forward-thinking public sector organizations address stringent regulatory requirements strengthen risk managementand achieve their business goals
Visit Us at Booth 302
T136 Improving Federal Government Employee MoraleCRYSTAL M-Q | FOS HR
What resources are available in the federal government structure to keep employees engaged and satisfied Are there things that the finance community can and should be doing to support employee morale in their agencies This session will explore how government offices can make changes that can result in higher productivity and employee engagement
M Anthony Scardino Dep Under Secrsquoy and Dep Dir USPTO
T137 Process Robotics Building Finance Bots LIVECRYSTAL A-B | FOS IT
Hear from digital labor experts about how operations improvements with robotics and cognitive solutions can drive greater efficiency cost management and employee morale This session will also feature a live demo of digital labor currently in action at a federal agency
M Chris Huff US Public Sector RPA Lead Deloitte Consulting LLP
AGA PDT 2018 | ORLANDO 31
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T138 Be Our Guest Magical Service for Finance CustomersCRYSTAL C-F | FOS MGMT
Disney has legendary customer service Hear about the practices taught by the Disney Institute and learn how you can deliver world-class financial accounting and audit services in your own organization
M Reed Waller Asst Dir Financial Management Initiatives Group DOJ
T139 Next Generation Leaders New Skills and New NeedsCRYSTAL H | FOS PD
Much has been discussed about millennials in the workplace but what are the keys to building the younger generation into effective leaders This session will explore how their immersion in technology gives them strengths and challenges when taking on new responsibilities as leaders in the federal workplace
M Doreen Shute Managing Principal CliftonLarsonAllen LLP
T140 Program Evaluation mdash Letrsquos Tell the TruthCRYSTAL K-L | FOS MGMT
This session will discuss the benefits of conducting program evaluations to determine program effectiveness support data analyses and make informed budget decisions Hear from federal state and local representatives who have conducted program evaluations and learn how the results were used
M Robert Tuccillo CFO Federal Transit Administration
T141 Look No Further Intergovernmental Job Aids to the RescueGRAND 9-11 | FOS ACCG
Learn about available tools guides and job aids for all levels of government developed by AGArsquos Intergovernmental Partnership (IP) program During this session government leaders will showcase tools and other resources available on AGArsquos website (wwwagacgfmorgtools-resources)
M Clark Partridge State Controller AZ
405 ndash 530 pm
Corporate Partner Advisory Group (CPAG) MeetingNEW ORLEANS
CPAG representatives and those from organizations interested in joining the program are invited to participate in this annual business meeting This meeting is an excellent opportunity to network with other corporate partner representatives and learn how to maximize your organizationrsquos partnership with AGA
8 ndash 10 pm
AGA Networking ReceptionMARRIOTT HOTEL LOBBY BAR
Join us for some after-dinner networking and socializing
32 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
See description on page 14
630 am ndash 4 pm
Registration Open
715 ndash 815 am
National Awards BreakfastCYPRESS BALLROOM
820 ndash 910 am
W100 Plenary Session OMBTreasuryDoD UpdateCYPRESS BALLROOM | FOS ACCG
David Lebryk Fiscal Asst Secrsquoy Treasury
David Norquist Under Secrsquoy of Defense (Comptroller) CFO DoD
Tim Soltis Dep Controller OMB
M Ann Ebberts CEO AGA
910 ndash 10 am
W101 Plenary Session Innovate the Way You InnovateCYPRESS BALLROOM | FOS PD
Learn how to create a culture of innovation within your organization Mr Shapiro will highlight how to use a challenge-centered approach to measure innovation the process of experimentation and how to maximize return on investments
Stephen Shapiro Innovation Expert
10 ndash 1030 am
Coffee BreakCRYSTAL FOYER
1030 ndash 1145 am
W102 One on One with GASB mdash An UpdateGRAND 9-11 | FOS ACCG
Meet with members of the GASB to receive the most up-to-date information regarding GASB standards exposure drafts and other projects that affect governments and their auditors
M Lealan Miller AGA FMSB Chair
W103 DoD Audit UpdateCANARY 1-2 | FOS AUD
This session will focus on the major audit and financial improvement activities underway across DoD
M Bryan Nelms Principal Kearney amp Company
W104 Understanding and Using the New Service Organization Control ReportsCANARY 3-4 | FOS AUDG
This session will discuss the significant changes underlying the new service organization control reports issued under AT-C 320 (formerly SSAE 16)
M Asif Khan Dir FM and Assurance GAO
W105 Managing in the Changing Workplace EnvironmentCRYSTAL A-B | FOS HR
Hear about the techniques and tools available to managers to maintain a team-building environment with a significant number of employees teleworking
M Thalia Melendez Dir of Audit Svcs NY State Educ Dept
AGA PDT 2018 | ORLANDO 33
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W106 Data All Around Us mdash CFOrsquos Move to a New NormalCRYSTAL M-Q | FOS IT
Advanced data analytics have turned data into powerful insights to manage programs and enhance the citizen experience as never before This session will explore how the availability of data is changing the role of the CFO
M Jorge Asef-Sargent Partner KPMG LLP
W107 How Emerging Technologies Will Transform Payments and CollectionsCRYSTAL K-L | FOS IT
Payments and collections are fertile ground for emerging technologies Artificial intelligence robotics Blockchain big data and the continued digitization of commerce will continue to transform payments and collections Panelists will share their futurist views of the payments and collections landscape
M Joe Hussey Managing Dir JP Morgan Treasury Services
W108 Cloud Enterprise Reporting mdash The FIRST FrontierCRYSTAL C-F | FOS IT
This session will explore cloud enterprise reporting Attendees will learn how to utilize the cloud to streamline external reporting by ingestion data centrally and then maximizing the utility of data to enhance integrity and inform management decisions
M Demek Adams Principal Grant Thornton LLP
W109 Annual Womenrsquos Forum Leading in Life and CareerCRYSTAL H | FOS PD
Empowered women are a cornerstone of effective government and a more competitive federal state and local workforce of the future Join this powerful annual convening of women leaders in accounting finance and technology as they discuss their journey and careers with high-impact and meaning
M Tracey Walker Natrsquol Dir Govt Affairs Culture Diversity and Inclusion RSM US LLP
W110 Federal Financial Standards Will We Get ThereGRAND 12-14 | FOS ACCG
Department of the Treasuryrsquos Office of Financial Innovation and Transformation (FIT) is defining federal financial standard references to promote innovation a common knowledge base and processes to improve interoperability of federal systems Join this session for an update on FITrsquos work and the expected benefits of this initiative
M Marshall Henry FM Program Manager Treasury Fiscal Service
1145 am ndash 1245 pm
National Awards LuncheonCYPRESS BALLROOM
1 ndash 2 pm
Financial Management Standards Board MeetingWASHINGTON
34 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1 ndash 215 pm
W111 Conducting Effective Assessments of Internal ControlsCRYSTAL K-L | FOS ACCG
This session will introduce participants to key concepts issues and standards necessary to design and implement policies to achieve the organizationrsquos objectives
M Sefton Boyars ConsultantTrainer Sefton Boyars CGFM CPA
W112 New Fraud Fighters Cryptocurrencies Blockchain and Secure TransactionsCRYSTAL C-F | FOS AUD
Government is inherently a transactional business From deeds to disbursements the quantity of documents governments maintain on paper and digital image continues to grow Criminals are abusing the current processes to commit fraud at an increasing rate Learn how you can use Blockchain to disrupt and combat fraud
M Jay Schulman Principal RSM US LLP
W113 Data Visualization mdash Using Geographic Information Systems as an Audit ToolGRAND 9-11 | FOS AUDG
Geographic Information Systems (GIS) are increasingly being utilized as a tool to present audit information Learn from experts on how recipients of government services using GIS provides a wealth of audit opportunities
M Gwendolyn Sewell Chief Mission Compliance and Audit ReadinessAccounting Air Force
W114 Finance 2020 Embracing the Changes to ComeCRYSTAL A-B | FOS MGMT
What is the role of CFOs and senior finance staff in this rapidly changing digital world This session will explore the evolution in the field from an expense control spreadsheet-driven and retrospective reporting center into a predictive analytics powerhouse
M Scott Quehl Sr Principal Accenture Federal Services
W115 Quality Management ConfrontationGRAND 12-14 | FOS MGMT
How do you optimize resources and maximize efficiency Join our panel of experts as they discuss various topics in performance management and answer questions such as ldquoHow is quality management implemented throughout an organizationrdquo and ldquoHow do you view and plan around resource allocationrdquo
M Wayne Ference Partner Castro amp Company LLC
W116 Enterprise Risk Management Stories from the Front LinesCRYSTAL H | FOS MGMT
For the past two years agencies have been working to implement the changes made to OMB A-123 This session will feature feedback from agency risk officers on whether ERM is living up to expectations
M Tom Carroll CFO AOC
AGA PDT 2018 | ORLANDO 35
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W117 Leadership Keys to SuccessCRYSTAL M-Q | FOS PD
Gain perspective from a senior leader in government about how you can make a difference in your organization This entertaining session will cover how to develop people build trust cultivate relationships and communicate more effectively Leadership is possible at any level of government
M Mary Peterman Dep Chief Finance and Procurement AOUSC
W118 Building an Optimal Analytics-Driven Program Integrity OfficeCANARY 1-2 | FOS MGMT
With the passage of the Fraud Reduction and DATA Act agencies are under increased pressure to have effective program integrity offices that leverage data analytics and focus on outcomes Hear best practices found from a comprehensive pilot project conducted at the VA
M Linda Miller Dir Grant Thornton LLP
W119 Competencies The Thread that BindsCANARY 3-4 | FOS HR
DoD like other agencies is required by law to develop functional competencies to use in strategic workforce planning The DoD FM community developed 24 enterprise-wide FM competencies Learn how these competencies serve as the thread which binds the FM workforce development portfolio into a coherent strategic plan which guides career development
M Jansen Sauvageau SVP PNC Bank
230 ndash 3 pm
AGA National President Gavel ExchangeCYPRESS BALLROOM
3 ndash 4 pm
W120 Closing Plenary Session Shift Your Brilliance Leading Amidst UncertaintyCYPRESS BALLROOM | FOS PD
This session will teach participants how to solve problems get out of the past and think like a leader of the future You will develop an enhanced sense of perspective understand where you shine and learn how to lead without a title to create effective change
Simon Bailey Author amp Inspirational Coach
M John Lynskey AGA 2018ndash2019 National President
6 ndash 11 pm
Presidentrsquos Appreciation ReceptionROYALSABALSAGO
Join us as we celebrate and thank 2017ndash2018 AGA National President Jim Arnette for his service and contributions to AGA and the financial management community
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
36 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
AGA PDT 2018 | ORLANDO 37
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
Please join us in thanking our sponsors for their generous support of AGArsquos 2018 Professional Development Training
PLATINUM SPONSORS
Accenture Federal ServicesVIRTUAL EXPERIENCE
Rowan MirandaManaging Dir CFO Advisory Practice Leadrowanamirandaaccenturefederalcomwwwaccenturefederalcom
Accenture Federal Services a wholly owned subsidiary of Accenture LLP is a US company with offices in Arlington Va Accenturersquos federal business has served every cabinet-level department and 30 of the largest federal organizations Accenture Federal Services transforms bold ideas into breakthrough outcomes for clients at defense intelligence public safety civilian and military health organizations
Grant Thornton LLPTOTE BAGS
Robert SheaPrincipal Global Public Sectorrobertsheausgtcomwwwgranthorntoncompublicsector
Grant Thornton LLP the US member firm of Grant Thornton International is one of six global accounting tax and business advisory organizations Our Global Public Sector based in Alexandria Va is a management consulting business providing responsive and innovative financial performance management and systems solutions to governments and international organizations
GOLD SPONSORS
CGIDIGITAL EXECUTIVE SESSION
Kevin GreerVP Mgmt Consulting KevinGreercgifederalcomwwwcgifederalcomusfederal
A global leader in IT business process and professional services CGI partners with federal agencies to provide end-to-end solutions for defense civilian and intelligence missions Since 1976 we have delivered quality services to help clients achieve results at every stage of the program product and business lifecycle
38 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CliftonLarsonAllenBADGE HOLDERS
Doreen ShuteManaging Principal Fed Govt SvcsDoreenShuteCLAconnectcomwwwCLAconnectcom
CLA is a professional services firm delivering integrated advisory outsourcing and public accounting capabilities to help clients succeed professionally and personally Our practice group members are recognized industry experts and established leaders in the government community We focus on active engagement in the industry a sentiment beyond meeting requirements and standards
DeloitteWATER BOTTLESHYDRATION STATIONS
Colin Duncan Managing Dircoduncandeloittecom wwwdeloittecomusfederal
Deloittersquos Government and Public Services practice consists of more than 12000 professionals across the country serving federal state and local government and higher education clients across consulting and advisory functions bring fresh perspective mdash from inside and outside government mdash to help solve our nationrsquos biggest challenges We bring insights from our client experience and research to drive bold and lasting results People Ideas Technology and Outcomes mdash all Designed for Impact
EYAGA EXECUTIVE SESSION
Bill ColbertPartner PI Financebillcolberteycomwwweycomgovpublicsector
The Government and Public Sector practice of Ernst amp Young LLP provides a full range of consulting and audit services leveraging our experience with both government and commercial clients We deliver real change and measurable results through our diverse high-performing teams operational know-how from across our global organization and bold ideas tailored to each clientrsquos unique mission
AGA PDT 2018 | ORLANDO 39
GOLD SPONSORS (continued)
GuidehouseMONDAY LUNCHEON
Christina VanecekMarketing Mgrcvanecekguidehousecomwwwguidehousecom
Guidehouse formerly PwC Public Sector provides management technology and risk consulting to clients around the world through more than 1600 professionals in 20 locations Now as Guidehouse we offer the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected
Kearney amp CompanyPHOTO BOOTH
Erika SteiningerPartneresteiningerkearneycocomwwwkearneycocom
Kearney amp Company a CPA and consulting firm exclusively serving the Federal Government takes pride in its ability to assist agencies in meeting business objectives and complying with complex requirements Practice areas include Financial Reporting and Accounting Support Internal ControlsA-123 Financial Services Financial Healthcare Services Advisory Services and Program Management
KPMG LLPHOST COMMITTEE SHIRTS MONDAY BREAKFAST
Diane DudleyPartner-in-Charge Fed Auditddudleykpmgcomwwwkpmgcom
For more than 100 years KPMG LLP has assisted the government in the civilian defense and intelligence sectors Today we help these organizations adapt to new environments by working with them to transform business models leverage data protect information assets and provide assurance services while focusing on their mission
40 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
CPAG Small Business CommitteeTUESDAY LUNCHEON
Dedicated members of AGArsquos Small Business Committee are proud to sponsor the 2018 PDT Tuesday Awards Luncheon Thank you to 2nd Wave Castro amp Co Immersion RMA Associates TFC Consulting Trilogy Federal and Watkins Government Services
Get Inspired During PDTthen submit your best practices to the Journal of Government Financial Management by Sept 1 2018
Learn more and view the 2018ndash2019 editorial calendar at wwwagacgfmorgjournal
SILVER SPONSORS
JP MorganTUESDAY BREAKFAST
Denise PetittaExec DirDenisePetittajpmorgancomwwwjpmorgancom
JP Morgan is a premier corporate and investment bank with a full suite of global financial services and capabilities Our clients include the worldrsquos most important corporations governments financial institutions pensions sovereign wealth organizations states and municipalities we offer strategic advice and deliver banking services in more than 100 countries
AGA PDT 2018 | ORLANDO 41
SILVER SPONSORS (continued)
RSM US LLPPDT APP amp WIFI
Mary GoldsmithFed Bus Dev Dirmarygoldsmithrsmuscomwwwrsmuscom
RSM US LLP provides risk financial and technology management consulting services to the public sector We are an inclusive enterprise and support AGA CPAG and Womenrsquos forum We help federal state and local entities improve performance through a comprehensive understanding of their business models internal processes objectives and daily realities
BRASS SPONSORS
Automation AnywhereSTANDING SIGN
Sharon OrsquoNeillHead of Americas Field Marketingsharononeillautomationanywherecom wwwautomationanywherecom
Automation Anywhere is the global leader in enterprise-grade comprehensive Robotic Process Automation software including Cognitive and real-time analytics Over 1000 of the worldrsquos largest brands use our platform to create and manage their Digital Workforce and scale their business processes faster with near-zero error rates while dramatically reducing operational costs
Crowe LLPTUESDAY AM COFFEE BREAK
Bert NeuhringRisk Consulting Partnerbertnuehringcrowecomwwwcrowecom
Crowe LLP is a public accounting consulting and technology firm with offices around the world Crowe uses its deep industry expertise to provide audit services to public and private entities The firm and its subsidiaries also help clients make smart decisions that lead to lasting value with its tax advisory risk and performance services
42 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
BRASS SPONSORS (continued)
MastercardMONDAY AFTERNOON COFFEE BREAK
MariBeth McCarthyVP Bus Leadermaribeth_mccarthymastercardcomwwwmastercardcom
Mastercard (NYSE MA) is a technology company in the global payments industry We operate the worldrsquos fastest payments-processing network connecting consumers financial institutions merchants governments and businesses in more than 210 countries and territories Mastercardrsquos products and solutions make everyday commerce activities easier more secure and more efficient for everyone
PNC BankDIRECTIONAL SIGNAGE
Lauren GradwellAccount MgrLaurengradwellpnccomwwwpnccomideas
PNC is one of the nationrsquos largest financial services organizations providing retail and business banking residential mortgage banking specialized services for corporations and government entities including corporate banking treasury management real estate finance asset-based lending wealth management and asset management We are focused on delivering ideas insight and solutions to our clients to help them maximize the value of their business
Williams AdleyMONDAY MORNING COFFEE BREAK
Melinda BuckBus Dev Leadmbuckwilliamsadleycomwwwwilliamsadleycom
Williams Adley is one of the countryrsquos premier certified public accounting and management consulting firms Our diverse knowledge backgrounds and subject-matter expertise help a wide variety of government agencies and businesses achieve their financial program and information technology goals
AGA PDT 2018 | ORLANDO 43
MEDIA SPONSORS
Government Matters
John Meyer Managing DirjmeyerGovMatterstv wwwGovMatterstv
Government Matters is a television news program dedicated to providing non-partisan information and analysis to federal managers contractors and those supporting the federal marketplace The program airs weeknights in Washington DC on NewsChannel 8 Sunday Mornings on ABC 7 and worldwide on the American Forces Network (AFN)
GOVERNING
Meg Keller Dir of Marketingmkellergoverningcomwwwgoverningcom
For 25 years GOVERNING has been the only publication dedicated to providing the information insight and inspiration state and local leaders need to govern effectively Subscriptions for most state and local government professionals are free as is attendance at most GOVERNING events
Route Fifty
Hilery Sirpis Publisherhsirpisgovexeccomwwwroutefiftycom
Route Fifty a new digital publication and events brand from Atlantic Mediarsquos Government Executive Media Group connects leaders and ideas advancing state and local governments with news insight and resources It facilitates sharing of best practices and ideas among those creating government programs policies and institutions for the 21st century
44 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Play AGArsquos Exhibitor Hunt and win big prizes
including FREE registration to an
upcoming AGA training event
View CPEs Earned
Visit httpsessions ats-leads comagapdt2018 and enter your badge number to view CPEs earned during PDT
Note Only CPEs earned from previous day(s) can be viewed
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VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
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MAIN
VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
MAINENTRANCE
Stop by PDT 2019 Booth 102
Relax RechargeGet a free massage
46 AGACGFM | PDT18
Exhibit Hall Floor Plan
Exhibitors by Booth Number
Company Name Booth
Infor 100 Bureau of the Fiscal Service 101Audimation Services 104American Society of Military Comptrollers 106Kearney Photo Booth 107Graduate School 108 Sehlke Consulting LLC 200Guidehouse 201Kforce Government Solutions Inc 202mLINQS LLC 203RSM US LLP 207GrantSolutions 209ACL Services Ltd 300Williams Adley 301CohnReznick Government 302AOC Solutions 303CGI Federal 306Virtual Experience with Accenture 307Savantage Solutions 308TeraThink Corporation 400Lynch Consultants LLC 401Interior Business Center 402GEHA 403
Company Name Booth
IFAS LLC 407TFC Consulting Inc 409Grant Thornton LLP 500RMA Associates LLC 501Castro amp Company LLC 503KPMG LLP 506AGA Community Service amp Silent Auction 507Kearney amp Company 600EY 601AGA 607J P Morgan 701FI Consulting 703CliftonLarsonAllen LLP 706MorganFranklin Consulting 707Becker Professional Education 709Management Concepts 800Qlik Tech Inc 801U S Army Financial Management Command 802The MIL Corporation 805Immersion Consulting 806Automation Anywhere 809
ACL Services LtdBOOTH 300wwwaclcom
ACL is a global software company with innovative solutions for public sector professionals to keep processes in check and provide higher levels of assurance through team-based analytic approaches ACLrsquos platform has helped over 250 government offices globally to bolster compliance manage risks and assure effective governance Learn more at our booth and wwwaclcom
AGABOOTH 607wwwagacgfmorg
AGA is the member organization for government financial management professionals We lead and encourage change that benefits our field and all citizens Our networking events professional certification publications and ongoing education help members build skills and advance their careers Learn about our thought-leadership library online tools CGFM designation and more
AGA PDT 2018 | ORLANDO 47
Exhibitor Appreciation AGA Corporate Partner
AGA Community Service amp Silent AuctionBOOTH 507
Buy tickets and bid for great prizes in our silent auction including gift certificates gift baskets sports memorabilia vacations and more Proceeds support AGArsquos National Community Service Fund the American Cancer Society the American Heart Association the Humane Society and Habitat for Humanity Winners posted daily present the winning ticket to claim your prize
AGA New Orleans ChapterBACK OF EXHIBIT HALLwwwagacgfmorgneworleans
Stop by our booth to learn more about New Orleans and plan your trip to PDT 2019 scheduled for July 21ndash24 2019 You might win a free PDT 2019 registration
American Society of Military Comptrollers BOOTH 106wwwasmconlineorg
ASMC is the non-profit educational and professional organization for persons military and civilian in the overall field of military comptrollership ASMC promotes the education and training of its members and supports the development and advancement of the military comptrollership profession The society provides professional programs to keep members abreast of current issues and encour-ages the exchange of information techniques and approaches
AOC SolutionsBOOTH 303wwwaocfederalsolutionscom
AOC Solutions Inc is a Service-Disabled Veteran-Owned Business providing financial management federal accounting audit readiness support and technology services AOC thought leaders are dedicated to helping agencies identify better ways to analyze accounting and financial data for cost reduction and increased efficiency
Audimation ServicesBOOTH 104wwwaudimationcom
Audimation Services Inc is the US distributor of CaseWare IDEAreg a powerful user-friendly data analytics software tool designed to help profes-sionals extend auditing capabilities detect fraud and meet documentation standards We specialize in helping organizations streamline audits simplify data acquisition and improve business processes
Automation Anywhere BOOTH 809
See write-up on page 42
Becker Professional EducationBOOTH 709wwwbeckercom
Do you need CPE for CGFMreg CPA or the new DoD FM Certification Come ask about our Government Family Offer Nearly half a million professionals have advanced their careers through our CPE programs including CPA Exam Review PMPreg Exam Review Cybersecurity Six Sigma and more And be sure to check out our new program for Certified Anti-Money Laundering Specialists (CAMS)
Bureau of the Fiscal ServiceBOOTH 101wwwfiscaltreasurygov
The Bureau of the Fiscal Service serves as a catalyst for transforming the way the federal government manages finances and delivers shared services Our passion is improving financial management and shared service delivery through efficient and effective operations and through guidance and assistance to others
48 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Castro amp Company LLCBOOTH 503www castroco com
Headquartered in Washington DC Castro amp Company is an audit advisory and accounting services CPA firm with a strong federal customer focus We are a Minority-Owned Small Business offering the personalized services of a small firm with the full resources and quality expected from a larger CPA firm
CGI FederalBOOTH 306
See write-up on page 38
CliftonLarsonAllen LLPBOOTH 706
See write-up on page 39
CohnReznick GovernmentBOOTH 302www cohnreznick com
CohnReznick Government provides audit accounting and financial management compliance risk and integrity monitoring program and project management and disaster response and recovery Our comprehensive project management approach provides clients with reliable processes and delivers accounting insights to help government organizations improve communication administer fiscal and operational strategies and meet compliance requirements
EYBOOTH 601
See write-up on page 39
FI ConsultingBOOTH 703www ficonsulting com
FI Consulting develops effective practical solutions to help federal agencies achieve their missions while operating efficiently managing risk and adapting to a changing policy environment We apply our core strengths in Data Analytics Modeling and Technology to gain program performance insight manage risk improve operations and better deliver mission
GEHABOOTH 403www geha com
GEHA provides medical and dental plans through the FEHB and FEDVIP programs for more than 18 million federal employees retirees and their families GEHA members receive year-round vision and hearing benefits plus other discounts For more information please stop by our booth or visit gehacom and gehadentalcom
Graduate SchoolBOOTH 108www graduateschool edu
Graduate School USA provides a wide range of learning opportunities in formats accessible to adult learners everywhere through training continuing education courses executive and leadership development and credit offerings For professionals in the government auditing and financial management community we offer a comprehensive curriculum taught by leading practitioners
Grant Thornton LLPBOOTH 500
See write-up on page 38
AGA PDT 2018 | ORLANDO 49
GrantSolutionsBOOTH 209www grantsolutions gov
GrantSolutions supports Federal agencies throughout the grants lifecycle mdash from pre-award planning through application award and closeout Our service finds solutions for shared mission needs across agencies while incorporating unique business and regulatory processes for grant programs GrantSolutions is an OMB-selected grants business leader providing end-to-end innovative grants management services dedicated to advancing the mission of Federal agencies
GuidehouseBOOTH 201
See write-up on page 40
IFAS LLCBOOTH 407www ifas-llc com
IFAS is an 8(a) Service-Disabled Veteran-Owned Small Business Woman-Owned Small Disadvan-taged Business providing Program Management Business and Finance Operations Integrated Logistics and IT Support Services to meet specific needs of our clients We provide geographically dispersed support available when and where you need us
Immersion ConsultingBOOTH 806www immersioninc com
Immersion Consulting a Service-Disabled Veteran-Owned Small Business headquartered in Annapolis Md provides business management and technology consulting to government nonprofit and commercial clients Founded in 2004 we specialize in program management financial management technology services and training Our mission provide clients with actionable business solutions that yield sustainable results
InforBOOTH 100www infor com
Infor Public Sector solutions streamline financial management across multiple systems With more than 25 years of public sector experience Infor helps you meet organization demands including budget and audit readiness performance management and financial control with flexible solution deployment options to help you operate more quickly and efficiently
Interior Business CenterBOOTH 402www doi govibc
The Interior Business Center one of several OMB-approved interagency shared-service providers offers acquisition financial manage-ment and HR under a fee-for-service full cost recovery business model By assisting multiple federal organizations IBC can leverage resources to share economies and efficiencies with external customers and our parent agency the US Department of the Interior
JP MorganBOOTH 701
See write-up on page 41
Kearney amp CompanyBOOTH 600
See write-up on page 40
Kforce Governnment Solutions IncBOOTH 202www kforcegov com
Kforce Government Solutions Inc (KGS) provides management and technology solutions to Federal Government and State and local agencies We deliver customized solutions across financial management organizational transformation and IT to solve our clientsrsquo most complex mission and business challenges KGS also offers the innovative TraumaFXreg line of medical training manikins
50 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
KPMG LLPBOOTH 506
See write-up on page 40
Lynch Consultants LLCBOOTH 401www lynchconsultants com
Lynch Consultants provides strategic financial and program advisory and assistance services to the federal government We partner with clients to deliver project management services financial and business support and strategic policy solutions for complex government programs Clients include numerous federal departments including DoD Navy Army VA HHS and HUD
Management ConceptsBOOTH 800www managementconcepts com
Management Concepts is a leading provider of professional development performance improve-ment and talent management solutions for the public sector Since 1973 we have collaborated with the federal government state and local offices non-profit organizations universities and corporations to enhance the performance of teams and organizations Follow us on Twitter Mgmt_Concepts
The MIL CorporationBOOTH 805www milcorp com
The MIL Corporation has grown steadily for 36 years and remains dedicated to excellence service and support across our four major service areas financial management and systems support information technology cyber security and systems and C4 engineering For more information please visit us at wwwmilcorpcom or on Facebook at httptinyurlcomFacebookMIL
mLINQS LLCBOOTH 203www mLINQS net
mLINQS a Service-Disabled Veteran-Owned Small Business founded in 2003 provides the govern-mentrsquos leading employee relocation management system and E-Gov travel (ETS2) consulting services Since 2004 mLINQS relocation system has automated relocations and tracked expenses for more than 30 agencies
MorganFranklin ConsultingBOOTH 707www morganfranklin com
MorganFranklin Consulting headquartered in McLean Va provides business consulting and technology solutions to public companies fast-growing private companies and US govern-ment agencies Third-party customer satisfaction surveys highlight the companyrsquos reputation for being hands-on flexible and skilled at bringing diverse groups together to complete projects on time and within budget
Qlik Tech IncBOOTH 801www qlik com
Qlikreg is the leading data analytics platform and the pioneer of user-driven business intelligence Its portfolio of cloud-based and on-premise solutions meets customersrsquo growing needs from reporting and self-service visual analysis to guided embedded and custom analytics regardless of where data is located
RMA Associates LLCBOOTH 501www rmafed com
RMA an SBA Certified 8(a) Small Business located in the Washington DC metropolitan area specializes in audit consulting and advisory
AGA PDT 2018 | ORLANDO 51
RSM US LLPBOOTH 207
See write-up on page 42
Savantage SolutionsBOOTH 308www savantage net
Savantage Solutions a CMMIreg Level 3 Rated and ISO 90012008 certified company is a leading provider of software development business consulting and program management support services One of only five vendors of financial management systems certified for federal use Savantage takes pride in its service excellence
Sehlke Consulting LLCBOOTH 200www sehlkeconsulting com
Founded in 2011 Sehlke Consulting is a Service-Disabled Veteran-Owned Small Business and Historically Underutilized Business Zone (HUBZone) firm based in Arlington Va We provide comprehensive leading solutions in Financial Management Acquisition Management Logistics and Supply Chain Management and National Security amp Defense Programs
TeraThink CorporationBOOTH 400www terathink com
TeraThink takes pride in the outstanding reputation we have earned over the past 15 years for delivering superior results to federal customers With expertise in agile development enterprise application technologies financial services and cloud solutions our delivery platform brings exceptional scale and value to support customersrsquo transformation business automation and mission-related goals Visit our booth and wwwTeraThinkcom for more information
TFC Consulting IncBOOTH 409www tfcci net
A licensed CPA firm Small Disadvantaged Business and ISO 9001_2015-certified enterprise TFC is the trusted partner of federal agencies facing complex financial management challenges Now celebrating 15 years of success and excellence in assisting clients TFC develops and implements comprehensive solutions to improve financial management environments and achieve operational efficiency
US Army Financial Management CommandBOOTH 802www facebook comUSAFMCOM
US Army Financial Management Command is responsible for the delivery of Army-wide Financial Management (FM) functions including Enterprise Resource Planning systems support audit and compliance support financial operations support and ERP business process standardization support and for providing operational oversight of Army field FM activities
Williams AdleyBOOTH 301
See write-up on page 43
Note The contents of this exhibitor list were compiled from information supplied by exhibitors While every effort has been made to ensure contents are correct AGA is unable to accept liability for errors or omissions or for any claims made by exhibitors
52 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AGA PDT 2018 | ORLANDO 53
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AIG Assistant Inspector GeneralAssoc AssociateAsst AssistantBus BusinessCEO Chief Executive OfficerCFO Chief Financial OfficerCIO Chief Information OfficerCo CountyComm CommitteeCOO Chief Operating OfficerCPAG Corporate Partner Advisory GroupDep DeputyDept DepartmentDev DevelopmentDir DirectorDiv DivisionEduc EducationERM Enterprise Risk ManagementExec ExecutiveFed FederalFM Financial ManagementGM General Manager Govt Government
Fields of Study See page 4 for list of Fields of Study
AOC Architect of the CapitolAOUSC Administrative Office of the
US CourtsCommerce US Department of CommerceDHHS US Department of Health
and Human ServicesDHS US Department of
Homeland SecurityDLA Defense Logistics AgencyDoD US Department of DefenseDoE US Department of EnergyDOI US Department of the InteriorDOJ US Department of JusticeDoS US Department of StateFASAB Federal Accounting Standards
Advisory BoardFiscal Service Bureau of the Fiscal ServiceFIT Office of Financial Innovation
and TransformationFMSB Financial Management Standards
BoardFTA Federal Transit Administration
HR Human ResourcesIG Inspector GeneralIT Information TechnologyMgmt ManagementMgr ManagerNatrsquol NationalOfc OfficePNP AGA Past National
PresidentPNT AGA Past National
TreasurerRPA Robotic Process
AutomationRVP Regional Vice PresidentSecrsquoy SecretarySME Subject Matter Expert Sr SeniorSvc ServiceSVP Senior Vice PresidentTech TechnicalUniv UniversityVP Vice President
GAO Government Accountability OfficeGASB Government Accounting Standards
BoardGSA US General Services
AdministrationHUD US Department of Housing
and Urban DevelopmentIRS Internal Revenue ServiceNASA National Aeronautics and Space
AdministrationNSF National Science FoundationOCFO Office of the Chief Financial OfficerOIG Office of Inspector GeneralOMB Office of Management and BudgetSBA Small Business AdministrationTreasury US Department of the TreasuryUSAID US Agency for International
DevelopmentUSDA US Department of AgricultureUSPTO US Patent and Trademark OfficeVA US Department of
Veteran Affairs
54 AGACGFM | PDT18
Glossary
MAIN CONVENTION CENTERSINGLE-LEVEL
REGISTRATION
CYBER LOUNGE
EX
HIB
IT H
ALL
PLENARY S
ESSIO
NS
AGA PDT 2018 | ORLANDO 55
Convention Center Floor Plans
圀䔀 䰀䤀匀吀䔀一 簀 圀䔀 䤀一一伀嘀䄀吀䔀 簀 圀䔀 䐀䔀䰀䤀嘀䔀刀
吀愀猀栀甀 吀爀椀瘀攀搀椀Ⰰ 倀爀攀猀椀搀攀渀琀䌀䔀伀 㜀㤀㐀 漀爀 琀琀爀椀瘀攀搀椀䀀琀昀挀挀椀渀攀琀
嘀椀猀椀琀 漀甀爀 眀攀戀猀椀琀攀 愀琀 眀眀眀琀昀挀挀椀渀攀琀
䘀漀爀 洀漀爀攀 椀渀昀漀爀洀愀琀椀漀渀 挀漀渀琀愀挀琀 吀䘀䌀
椀猀 琀栀攀 琀爀甀猀琀攀搀 瀀愀爀琀渀攀爀 昀漀爀 昀攀搀攀爀愀氀 愀最攀渀挀椀攀猀 琀栀愀琀愀爀攀 昀愀挀椀渀最 挀漀洀瀀氀攀砀 ǻ渀愀渀挀椀愀氀 洀愀渀愀最攀洀攀渀琀 挀栀愀氀氀攀渀最攀猀
吀䘀䌀 䌀漀渀猀甀氀琀椀渀最 䤀渀挀
뜀뜀
뜀뜀뜀뜀
䔀渀琀攀爀瀀爀椀猀攀 刀椀猀欀 䤀渀琀攀爀渀愀氀䌀漀渀琀爀漀氀猀 䄀搀瘀椀猀漀爀礀䤀洀瀀爀漀瀀攀爀 倀愀礀洀攀渀琀猀䴀攀愀猀甀爀攀洀攀渀琀 刀攀洀攀搀椀愀琀椀漀渀䘀椀渀愀渀挀椀愀氀 刀攀瀀漀爀琀椀渀最 䄀䄀挀挀漀甀渀琀椀渀最 伀瀀攀爀愀琀椀漀渀猀䘀椀渀愀渀挀椀愀氀 匀琀愀琀攀洀攀渀琀 䌀漀洀瀀氀椀愀渀挀攀 䄀甀搀椀琀䐀愀琀愀 䄀渀愀氀礀琀椀挀猀 伀瀀琀椀洀椀稀愀琀椀漀渀䤀吀 匀攀挀甀爀椀琀礀 刀攀瘀椀攀眀 䄀猀猀攀猀猀洀攀渀琀
伀甀爀 瘀愀氀甀攀ⴀ愀搀搀攀搀 猀攀爀瘀椀挀攀猀㨀
圀栀愀琀猀 礀漀甀爀 渀攀砀琀 洀漀瘀攀㼀
䴀愀渀礀 瀀愀琀栀猀Ⰰ 漀渀攀 挀漀爀爀攀挀琀 爀漀甀琀攀 䘀漀氀氀漀眀 吀䘀䌀 愀氀漀渀最 琀栀攀 爀漀甀琀攀 琀漀 猀甀挀挀攀猀猀 䘀椀爀猀琀 琀栀愀琀 挀漀爀爀攀挀琀氀礀
挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀
Name Badge PolicyYour badge is proof of registration and allows you access to sessions post-training events and the exhibit hall Please wear it
The exhibit hall is only open to registered attendees
Spouses and guests may accompany you to the Presidentrsquos Appreciation Event on Wednesday evening
Medical Emergencies Personal Safety and Special AssistanceThe emergency contact information you provided is on the back of your name badge Please verify the information mark any changes and add any medical conditions or allergies Any information regarding a disability will remain confidential
If you require special assistance please let AGA staff know or stop by the Registration Desk Because many arrangements require pre-planning requests received on-site cannot be guaranteed In the event of an emergency please contact the Emergency Life Line (x55555) from any house phone
Photography DisclosureBy participating in this training event you grant AGA the right to use your name and photograph for promotional materials
AllergiesDietary RestrictionsAttendees who notified us about food allergies or dietary restrictions that prevent them from eating the standard entreacutee selection are provided with a vegetariangluten-free meal
Substitutions may not be possible Please make alternative meal arrange-ments if you have severe food allergies or specific dietary restrictions
Lead Retrieval DisclosureExhibitors can rent a lead-retrieval system to track visitors to their booth Allowing an exhibitor to scan your badge indicates your consent for the exhibitor to obtain your contact information and correspond with you
QuestionsCommentsConcernsFor information regarding AGArsquos administrative policies including refunds and cancellations email meetingsagacgfmorg
AGA PDT 2018 | ORLANDO 5
Tips amp Information
National Award CeremoniesThroughout the PDT AGA
recognizes individuals who have made outstanding contributions to
the association and the government financial management profession it serves See the Awards Program for
more information and schedule
Attendee ResourcesSPEAKER BIOS amp PRESENTATIONSAny bios and presentations made available to AGA are posted in the online agenda or the mobile app
RECORDED SESSIONSAttendees receive free
access to the recorded sessions in the online library
See flyer in your attendee bag for instructions on how to access free online recorded sessions
Note Recordings will be available 14 business days post-PDT Recorded sessions are not eligible for CPE credits
Be part of the discussionVisit the App store or Google Play and search for ldquoAGA PDT 2018rdquo to download the app Then access sessions exhibitors and floor plans view speaker information and connect with fellow attendees and more from your mobile device
1 Open the PDT 2018 app click the ldquoEngagerdquo icon and select the session you want to join
2 Click the ldquoAskrdquo button to submit a question
3 Read questions fellow attendees ask Up-vote a question by clicking the arrow on the left-hand side of the question the most popular questions rise to the top
4 You can also respond to polls and evaluate sessions
6 AGACGFM | PDT18
AGA PDT
2018
Check the PDT app or visit www agacgfm orgpdtsteps to log your steps
Two ways to win
1 walk 10000+ steps per day for a chance to win FREE registration to an upcoming AGA event or
2 walk the most steps in a day and win a gift card
READY SET WALK
Tips amp Information
Stop by the amp Social Media HubLOCATION CRYSTAL FOYER
Has your LinkedIn profile been neglected Itrsquos time for a profile makeover Enhance your online brand build your network and increase engagement on your LinkedIn profile Our experts can review your profiles in under 10 minutes and give you tips to take your LinkedIn profile to the next level Thatrsquos not all Learn how to tweet and use social media platforms for your personal and professional development
Attendee Conduct PolicyAGA is dedicated to providing a safe hospitable and productive environment for everyone attending our events regardless of ethnicity religion disability physical appearance gender or sexual orientation It is important to remember that a community where people feel unsafe or threatened is neither healthy nor productive AGA prohibits intimidating threatening or harassing conduct during our training events This policy applies to speakers staff exhibitors sponsors volunteers contractors and attendees PDT participants found to have violated this policy may be sanctioned including being removed from the PDT and barred from future events at the discretion of AGA
AGA PDT 2018 | ORLANDO 7
Play the PDT SCANvenger Quest for a Chance to Win Great PrizesPLAY SCAN WIN1 On the PDT 2018 app menu
tap ldquoLoginrdquo and enter your Badge Number You must login to play the game
2 Complete fun and simple tasks Scan QR codes using the built-in QR reader in the PDT app
3 Top 10 points earners will win gift cards and Top 3 will each receive $100 gift card Check the Leaderboard in the PDT app at 1200 p m on Wednesday July 25 to see if yoursquore a winner and collect your winnings at the PDT registration Badge identification required
Scan this QR code now and earn 25 points instantly
See flyer in your PDT bag for more information
MEET YOUR MATCH
PDT 2018W
IN G
REAT PRIZES
WINSee y
our attendee bag fo
r deta
ils
TIME EVENT LOCATION
SU
ND
AY
JU
LY 2
2 8 am ndash 6 pm Registration Open Palms Foyer
815 ndash 11 am National Board of Directors (NBD) Meeting Canary 3-4
1030 am ndash 1 pm Intergovernmental Partnership Steering Committee Meeting (invitation only)
New Orleans
1110 am ndash noon Bonus Session Dorsquos amp Donrsquots of Social Networking
Crystal H
1130 am ndash 1 pm AGA Past National President Luncheon New York
1130 am ndash 230 pm AGA Past National Treasurer Luncheon Washington
1245 ndash 4 pm AGA Executive Session (invitation only) Grand 9-11
1 ndash 215 pm Concurrent Sessions See page 10
230 ndash 345 pm Concurrent Sessions See page 11
4 ndash 450 pm Concurrent Sessions See page 12
5 ndash 7 pm Welcome Event with Exhibitors RoyalSabalSago
MO
ND
AY
JU
LY 2
3 6 ndash 630 am Early Morning Stretch amp Exercise Grand 8B
630 am ndash 4 pm Registration Open Palms Foyer
7 ndash 8 am Continental Breakfast with Exhibitors RoyalSabalSago
7 am ndash 630 pm Exhibit Hall Open (closed noon ndash 1 pm) RoyalSabalSago
8 ndash 830 am Opening Ceremony Cypress Ballroom
830 ndash 945 am Plenary Session Cypress Ballroom
930 am ndash 5 pm LinkedIn amp Social Media Hub Open Crystal Foyer
945 ndash 1030 am Coffee Break with Exhibitors RoyalSabalSago
1030 ndash 1145 am Concurrent Sessions See page 14
1145 am ndash 1 pm Luncheon and Awards Ceremony Cypress Ballroom
1 ndash 150 pm Plenary Session Cypress Ballroom
205 ndash 320 pm Concurrent Sessions See page 16
320 ndash 4 pm Coffee Break with Exhibitors RoyalSabalSago
4 ndash 515 pm Concurrent Sessions See page 19
515 ndash 630 pm Monday Event with Exhibitors RoyalSabalSago
All sessions in Crystal H Crystal C-F and Cypress Ballroom are live streamingAll sessions in Crystal H Crystal C-F and Cypress Ballroom are live streaming
8 AGACGFM | PDT18
Schedule at-a-Glance
TIME EVENT LOCATION
TU
ES
DA
Y J
ULY
24 6 ndash 630 am Early Morning Stretch amp Exercise Grand 8B
630 am ndash 4 pm Registration Open Palms Foyer
7 ndash 8 am Continental Breakfast with Exhibitors RoyalSabalSago
7 am ndash 405 pm Exhibit Hall Open (closed noon ndash 1 pm) RoyalSabalSago
8 ndash 915 am Plenary Session Cypress Ballroom
930 ndash 1020 am Concurrent Sessions See page 22
930 ndash 11 am Professional Ethics Board Meeting Washington
930 am ndash 5 pm LinkedIn amp Social Media Hub Open Crystal Foyer
1020 ndash 11 am Coffee Break with Exhibitors RoyalSabalSago
11 ndash 1150 am Concurrent Sessions See page 24
1150 am ndash 1250 pm Luncheon and Awards Ceremony Cypress Ballroom
105 ndash 220 pm Concurrent Sessions See page 26
105 ndash 325 pm AGA Digital Executive Session (invitation only) Grand 9-11
235 ndash 325 pm Concurrent Sessions See page 28
325 ndash 405 pm Coffee Break with Exhibitors RoyalSabalSago
330 ndash 545 pm Young Professionals Roundtable Miami
405 ndash 455 pm Concurrent Sessions See page 30
405 ndash 530 pm CPAG Meeting New Orleans
8 ndash 10 pm AGA Networking Reception Marriott Hotel Lobby Bar
WE
DN
ES
DA
Y J
ULY
25 6 ndash 630 am Early Morning Stretch amp Exercise Grand 8B
630 am ndash 4 pm Registration Open Palms Foyer
715 ndash 815 am National Awards Breakfast Cypress Ballroom
820 ndash 10 am Plenary Sessions Cypress Ballroom
10 ndash 1030 am Coffee Break Crystal Foyer
10 am ndash 4 pm LinkedIn amp Social Media Hub Open Crystal Foyer
1030 ndash 1145 am Concurrent Sessions See page 33
1145 am ndash 1245 pm National Awards Luncheon Cypress Ballroom
1 ndash 2 pm FMSB Meeting Washington
1 ndash 215 pm Concurrent Sessions See page 35
230 ndash 3 pm AGA National President Gavel Exchange Cypress Ballroom
3 ndash 4 pm Closing Plenary Session Cypress Ballroom
6 ndash 11 pm Presidentrsquos Appreciation Event RoyalSabalSago
All sessions in Crystal H Crystal C-F and Cypress Ballroom are live streamingAll sessions in Crystal H Crystal C-F and Cypress Ballroom are live streaming
AGA PDT 2018 | ORLANDO 9
8 am ndash 6 pm
Registration Open
815 ndash 11 am
National Board of Directors (NBD) MeetingCANARY 3-4
AGA national officers will report to the NBD on the 2017ndash2018 program year results and discuss plans for the 2018ndash2019 program year All members are welcome
1030 am ndash 1 pm
Intergovernmental Partnership Steering Committee Meeting (invitation only)NEW ORLEANS
1110 am ndash noon
Bonus Session Dorsquos amp Donrsquots of Social NetworkingCRYSTAL H | FOS COMS
Wersquove come a long way from the time of MySpace mdash the social network landscape is constantly changing Learn which social networks deserve your attention and how to use them to enhance your professional brand and voice
M Lyndsay McKeown Marketing amp Graphics Manager AGA
1130 am ndash 1 pm
AGA Past National President LuncheonNEW YORK
1130 am ndash 230 pm
AGA Past National Treasurer LuncheonWASHINGTON
1245 ndash 4 pm
EXEC1 Executive Session Building the CFO Organization of the Future (invitation only)GRAND 9-11 | FOS HR
Innovation is in the driverrsquos seat and data analytics and robotics are the engine Do federal CFOs have the team they need Wersquoll focus on this challenge in a creative and innovative way by looking at three major levers for success Determining the skills needed in this ldquonew normalrdquo attracting the right talent and retaining and developing your current staff who have demonstrated their commitment to your agency
M Michael Herrinton Partner EY
1 ndash 215 pm
S100 Conduct and Ethics Guidance in a Gray WorldCRYSTAL H | FOS MGMT
Every accountant and auditor knows that at any point an ethical challenge can present itself Learn how to manage situations that can lead to your honor being compromised mdash such as clients facing jail time managing large amounts of money and innocent-seeming requests
M Charles Hester InstructorConsultant AGA RVPndashWest Coast Region
10 AGACGFM | PDT18
Agenda mdash Sunday ModeratorM
Check PDT app for speakers
S101 Governmental Accounting in Academia mdash Where Have You GoneCRYSTAL A-B | FOS HR
In recent years the number of governmental accounting courses offered at colleges and universities has decreased This session will explore how this trend affects the field and how to find and train future government accountants
M Barbara Bail Staff Accountant DLA
S102 Successful Improper Payment Programs Connecting Technology and ERMCRYSTAL C-F | FOS MGMT
Learn how improper payment programs can be effective by incorporating the ERM profile of each payment site location and identified strong control objectives of the business processes
M Mike Wetklow Dep CFO and Div Dir NSF
S103 Powering Excellence and Accountability with RPACRYSTAL M-Q | FOS IT
Do you have the important time-sensitive information needed to be captured from diverse sources then converted to a standard format and transmitted on an hourly basis 247 Automating manual tasks increases productivity and reduces human error resulting in improved processing time and a strong ROI for your agency Transform financial management and help other agencies employ digital workers
M Thomas Spann Head of Fed Sales amp GM Automation Anywhere
230 ndash 345 pm
S104 Managing ChangeCRYSTAL A-B | FOS HR
Managing change is critical for maintaining your workforce and ensuring a pleasant and positive work environment for your organization and clients This session will explore how to use change mdash like changing budgets requirements and new regulations mdash to make a more stable workforce and environment
M Melinda Miguel Dep IG AOC
S105 Blockchain Itrsquos Not Just BitcoinCRYSTAL M-Q | FOS IT
With the rising popularity of Bitcoin do you know what to expect This session will explore critical details of Bitcoin such as distributed ledger technology and Blockchain This session will also explore the reasons behind this trend and if it is the next dot-com bubble
M George Fallon Mgr RMA Associates LLC
S106 Can Grant Managers Meet the New Compliance RequirementsCRYSTAL K-L | FOS MGMT
Grants managers must work to ensure grantees are prepared to effectively and compliantly accomplish grant goals and ensure granteesrsquo systems are compliant with complex data standards and new requirements This session will feature grants program managers as they discuss how they assess and address their various program risks
M Roger Von Elm Principal CliftonLarsonAllen LLP
AGA PDT 2018 | ORLANDO 11
Sunday mdash AgendaGlossary on page 54Check PDT app for speakers
S107 The New Tax Reform is HereCRYSTAL C-F | FOS TAX
The new tax reform brings many new changes to both businesses and individuals This session will explore how tax reform will affect governments your workplace and your taxes
M John Roland Jr VP MIL Corporation
S108 Getting Through the Report Writing and Review Process Without Losing Your SanityCRYSTAL H | FOS AUD
Yoursquove completed the audit and found resultshellip if you could just get it out the door Join us in discussing how auditors communications analysts and senior managers can work together to maximize a reportrsquos readability and effectiveness mdash while remaining collegial
M Mark Bell AIG Audits NSF
4 ndash 450 pm
S109 Managementrsquos Discussion and Analysis Bridging the lsquoGAAPrsquoCRYSTAL C-F | FOS ACC
Managementrsquos discussion and analysis is a key component of financial reporting It tells the reporting entityrsquos story regarding operations service levels successes challenges and future expectations This session will discuss the challenges in concisely achieving GAAP requirements with todayrsquos abundance of data
M Wendy Morton-Huddleston Principal Grant Thornton LLP
S110 Effective Audit and Audit Resolution PracticesCRYSTAL M-Q | FOS AUD
This session will examine both the roles of the auditor and auditee using the Cooperative Audit Resolution and Oversight Initiative (CAROI) The session will highlight resolving audit findings successfully using the viewpoints and evidence from both aspects It will also emphasize the engagement of the proper stakeholders and responsible parties
M Dave LeBlanc SVP-at-Large AGA
S111 Hot Off the Press The New and Improved Yellow BookCRYSTAL H | FOS AUDG
The 2017 Yellow Book represents a modernized version of the standards and helps auditors hold the organizations they audit accountable Panelists will explore the new requirements included in the book such as those related to auditor ethics independence and professional judgment and competence
M Berri Davis Dir GAO
S112 IgniteCANARY 1-2 | FOS PD
During this fast-paced fun and entertaining session each presenter has 20 slides mdash which auto-advance every 15 seconds mdash to tell their personal story This might be bold and possibly brash but it wonrsquot be boring
M Susan Fritzlen COO AGA
5 ndash 7 pm
Welcome Event with ExhibitorsROYALSABALSAGO
12 AGACGFM | PDT18
Agenda mdash Sunday ModeratorM
Check PDT app for speakers
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
AGA PDT 2018 | ORLANDO 13
Sunday mdash AgendaGlossary on page 54Check PDT app for speakers
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
PiYotrade LIVE mdash sweat and burn calories with fusion-style movements inspired by yoga and Pilates This class incorporates dynamic balance strength flexibility and functional training with upbeat music All levels welcome and no equipment is needed Prizes will be given daily plus a grand prize
630 am ndash 4 pm
Registration Open
7 ndash 8 am
Continental Breakfast with ExhibitorsROYALSABALSAGO
8 ndash 830 am
Opening CeremonyCYPRESS BALLROOM
830 ndash 945 am
M100 Plenary Session Monday MorningCYPRESS BALLROOM | FOS ACCG
Hear GAOrsquos comptroller general discuss changes from last yearrsquos US government financial position progress on key GAO initiatives and what GAO and auditors might look forward to in the future
Gene Dodaro Comptroller General GAO
M Ann Ebberts CEO AGA
945 ndash 1030 am
Coffee Break with ExhibitorsROYALSABALSAGO
1030 ndash 1145 am
M101 Wersquove Got the Data Now WhatGRAND 12-14 | FOS ACC
With the DATA Act data is becoming more consistent and reliable Agencies have a plethora of interesting federal obligation and spending data at its fingertips While some agencies see it only as an exercise in compliance others are starting to realize there is a lot of potential with this data Join this session to explore these points hellip and more
M Dave Mader Chief Strategy Officer Deloitte Consulting
14 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
M103 Natural Disasters and Accountability Related to Government FundingCRYSTAL C-F | FOS AUDG
Congress has allocated tens of billions of dollars in disaster-related aid to help communities recover from the devastating hurricanes and wildfires of 2017 States and local governments are also supporting this recovery During this session hear what agencies are doing to ensure government accountability for such aid
M Berri Davis Dir GAO
M104 Building the Future Workforce for StateLocal GovernmentsCRYSTAL H | FOS BMO
How are state and local government leaders recruiting and attracting the next generation of accountants Join the roundtable to see how different offices are fighting back against the ldquosilver tsunamirdquo
M Lealan Miller AGA FMSB Chair
M105 Driving Competitive Advantage with TBMCRYSTAL K-L | FOS BMO
Like any new method process or automation tool Technology Business Management (TBM) will impact federal agencies their technology management and business teams Join this session to learn more about how TBM is creating standards and business views that are meaningful to CIOs and CFOs
M Kevin Greer VP CGI Federal
M106 Accelerating Shared Services for Finance and Accounting OperationsGRAND 9-11 | FOS BMO
For nearly 20 years the federal government has been considering the use of shared services Progress has been slow especially in the area of consolidating duplication and overlap in areas such as finance and accounting This panel examines approaches to accelerate shared services in operations
M Rowan Miranda CFO Advisory Practice Leader Accenture Federal Services
M107 Advanced Process Automation Increasing Productivity with RoboticsCANARY 3-4 | FOS IT
The Fiscal Service and other federal agencies are testing robotic process automation to minimize repeatable manual operations in core financial management processes Learn about future trends in the financial industry along with potential applications that will transform the financial management community Senior leaders across agencies will share trends and discuss the priorities ahead This session will be of interest to the federal state and private sectors
M Craig Fischer Program Mgr Fiscal Service
AGA PDT 2018 | ORLANDO 15
Monday mdash AgendaGlossary on page 54Check PDT app for speakers
M108 OCFO of the Future mdash What Does It Look LikeCRYSTAL M-Q | FOS MGMT
What does the OCFO look like in the age of robotics Blockchain data analytics and cloud computing Attend this session to hear from an expert panel to learn what CFOs are doing to integrate new technology into their organizations and their roles
M Joe Kull Dir Guidehouse
M109 Taking Care of CustomersCRYTAL A-B | FOS PD
Customers are people too hellip and the reason you exist But when has anyone ever trained you to deal with them Take a moment to learn some elements of what it means to take care of customers with more stories and more energy thatrsquoll give you something to think about
M Mary Peterman Dep Chief Finance and Procurement AOUSC
1145 am ndash 1 pm
Luncheon and Awards CeremonyCYPRESS BALLROOM
1 ndash 150 pm
M110 Plenary Session Curing Adultitis mdash Your Prescription for Less Stress and More SuccessCYPRESS BALLROOM | FOS PD
Adultitis is an epidemic that is coming hard after us every day It infiltrates even the best environments producing stress and burnout Learn practical tips for reclaiming your passion bringing more fun and less stress to the job at hand
Jason Kotecki Artist Author Founder of Escape Adulthood
M Mark Easton Dep CFO ndash Comptroller DoD
205 ndash 320 pm
M111 Itrsquos a Disaster Before During and AfterCRYSTAL A-B | FOS ACC
Is your agency equipped for a disaster Hear from federal state and local officials about the challenges and best practices when preparing for responding to and accounting for disasters
M Mary Peterman Dep Chief Finance and Procurement AOUSC
M112 Governance Over Financial Statements IT Control RiskGRAND 9-11 | FOS ACCG
Join a panel of experts as they discuss key resources in the federal space In particular the experts will take a closer look at a management assessment framework for IT general controls in support of the annual assurance process and conclusions
M Scoey Alexander Sr Mgr Kearney amp Company
CGFMs donrsquot forget to wear red or apparel with the CGFM logo
on Tuesday to celebrate CGFM Day
16 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
M113 Lessons Learned from Real-life FraudsCRYSTAL C-F | FOS AUDG
This session will feature presentations of frauds committed by state and local governments Panelists will also discuss how the perpetrators circumvented controls or took advantage of the absence of controls
M Maribeth McCarthy Dir Bus Dev Mastercard
M114 Conducting Audits in Challenging EnvironmentsCRYSTAL K-L | FOS AUDG
Conducting audits in unique environments presents challenges Whether itrsquos in a remote village on the other side of the world in the middle of a disaster or at an unexpected location here at home mdash this session highlights some of these challenges and discusses strategies for overcoming them
M Sal Ercolano Sr Advisor Williams Adley
Follow us guidehouse_us linkedincomcompanyguidehouse-us
Introducing Guidehouse formerly PwC Public Sector oering the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected We invite you to learn more at guidehousecom
copy 2018 Guidehouse
Hi wersquore (not so) new here
AGA PDT 2018 | ORLANDO 17
Monday mdash AgendaGlossary on page 54Check PDT app for speakers
M115 DATA Act Opportunities to Become More Data-DrivenGRAND 12-14 | FOS FIN
Hear about steps Treasury and other federal agencies have taken to improve the quality of the data published on USAspendinggov and explore opportunities for federal state and local governments to use the data to improve performance and outcomes
M Aileen Burgman Sr Policy Analyst Treasury
M116 ldquoKnock Knock rdquo ldquoWhorsquos ThererdquoCRYSTAL H | FOS IT
New innovations in cognitive technology and authentication give government officials a better understanding of who is ldquoknockingrdquo at the door Through cognitive technology digital identity will not only allow government to more effectively and efficiently police access but it will enable citizens to safely electronically engage with government This session will explore digital identity and the new role it can serve as it moves from policing to enabling access
M Tony Hubbard Principal KPMG
M117 Governmentrsquos Blockchain Journey mdash Lessons LearnedCANARY 1-2 | FOS IT
Blockchain has potential to bring security efficiency and speed to a range of services and processes How should agencies look to incorporate Blockchain into the way they function today Panelists will share successes pain points and lessons learned from standing up solutions from Blockchain technology
M Christina Canavan Dir Deloitte
M118 CFO and CIOs 2018 Models for Synergy and SuccessCANARY 3-4 | FOS MGMT
CFO and CIO experts discuss the intersection of policies and management issues that impact them The session will also discuss how these leaders can work together to improve efficiency and transparency reduce risk and strengthen the workforce offering models for success
M Daniel Meers Natrsquol Leader Transformation RSM LLP
M119 The Art of Tinkering Tiny Ways to Transform EverythingCRYSTAL M-Q | FOS PD
Drive innovation achieve new levels of happiness and uncover hidden opportunities by learning the art of tinkering In times of uncertainty and change the small things really do make the biggest difference
M Lisa Casias Dep Asst Secrsquoy for Administration Commerce
320 ndash 4 pm
Coffee Break with ExhibitorsROYALSABALSAGO
More than one concurrent session you want to attend
Donrsquot forget recorded sessions will be archived and available for one year
18 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
4 ndash 515 pm
M120 Audit Tips for Federal Disaster Response EffortsCANARY 3-4 | FOS AUDG
Hear about lessons learned and advice for auditing federal disasters The panel will discuss prior audit findings recom-mendations and tips from previous audits Attendees will also learn insights from Emergency Management Oversight Teams
M Steve Rickrode Dep Asst IG for Audit USDAndashOIG
M121 Financial Audits or Performance AuditsCANARY 1-2 | FOS AUDG
Financial audits have been the backbone of audit shops in state and local government Recently though some of these organi-zations have redirected their efforts into performance audits to give legislators more information on how agencies are meeting their missions This session will explore the differences and similarities between these two audit models and which one could best serve your organization
M Gerry Boaz Tech Mgr TN Div of State Audit
M122 March of the Robots mdash Join the ParadeCRYSTAL H | FOS IT
Software robots or ldquobotsrdquo operate like humans and our understanding of them continue to rapidly evolve During this session the panel will explore experiences of three organizations now implementing intelligent automation solutions
M Kirke Everson Managing Dir KPMG
M123 Moving Federal Financials to the Cloud Two Case StudiesROOM CRYSTAL K-L | FOS IT
Remaining status quo when it comes to financial management systems can cost your agency time and money Join this session to hear from agencies who have eliminated barriers towards growth and moved their agencyrsquos financial management systems to a secure compliant agile and forward-thinking model
M John Nemoto VP Hybrid IT CGI Federal
M124 Swamped and Overwhelmed How to Cope with Data Overload CRYSTAL A-B | FOS MGMT
Agencies have amassed large volumes of data about business operations services and customers Few agencies though have fully tapped this resource to measure and improve performance This panel describes how data can better support federal agency performance management efforts
M Kris Naleszkiewicz Sr MgrndashFinance Analytics Lead Accenture Federal Services
M125 Leadership Gold NuggetsCRYSTAL M-Q | FOS PD
Participants will learn ldquogold nuggetsrdquo of leadership wisdom accumulated during decades of studying practicing and teaching leadership This session will include a panel discussion of these leadership fundamentals and their application in a variety of professional accountability careers
M Paul Barrett Professor Longwood Univ
AGA PDT 2018 | ORLANDO 19
Monday mdash AgendaGlossary on page 54Check PDT app for speakers
M126 What Caused My Risk GRAND 12-14 | FOS STAT
Root cause analysis is often a forgotten element of resolving issues because the focus tends to be more on correcting the issue than evaluating the cause This session will feature this proactive approach to problem resolution to help prevent issues from happening in the future
M Kenneth Donohue Former HUD IG
M127 Ethics in the WorkplaceCRYSTAL C-F | FOS BETH
This session will cover the components of ethical behavior as well as the need to maintain an ethical environment in the workplace Participants will learn tips and techniques to create and maintain an environment that is ethical and conducive to the mission of the organization
M Marsi Woody Financial Exec Officer Idaho State Police
M128 Citizen-Centric Reporting mdash Turning Data Into InformationGRAND 9-11 | FOS ACCG
Hear how AGArsquos Citizen-Centric Reporting (CCR) can be used as an electronic portal to an agency See examples of how agencies have taken enormous amounts of data found on government websites and turned it into pages of focused and easy to read information for the consumer and citizen
M John Lynskey Controller NSF
515 ndash 630 pm
Monday Event with ExhibitorsROYALSABALSAGO
20 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
Health and Dental benefits designed exclusively for federal employees retirees and their families
We stand by you
gehahealth
gehacom
8008216136
OR-ADS-0318-004
Health and Dental benefits designed exclusively for federal employees retirees and their families
We stand by you
gehahealth
gehacom
8008216136
OR-ADS-0318-004
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
See description on page 14
630 am ndash 4 pm
Registration Open
7 ndash 8 am
Continental Breakfast with ExhibitorsROYALSABALSAGO
8 ndash 915 am
T100 Plenary Session Leading from Any SeatCYPRESS BALLROOM | FOS PD
With real-world stories and insights from in and out of the cockpit Shannon Huffman Polson offers tangible leadership lessons for you to seek out your own targets and incorporate them into your own profession By examining leadership and situational challenges Shannon empowers others to lead and thrive in any dynamic environment
Shannon Huffman Polson Former US Army Captain and Pilot
M Doug Glenn AGA Immediate PNP
930 ndash 1020 am
T101 A Future Financial Reporting ModelCRYSTAL M-Q | FOS ACCG
Data and tools exist to provide consumable financial data to internal and external users by providing multiple ways of finding answers What if the data and tools were integrated into a digital model Join this session to learn how digitized data can reinvigorate the way we communicate and interact with financial information
M Tasha Austin Sr Mgr Deloitte
T102 Emerging Issues in State Government AccountabilityCRYSTAL C-F | FOS FIN
States often face many demands on their operation mdash coming from both a local and federal level This session will explore how two states are dealing with these pressures and what the future balancing act of demands looks like for them
M Melinda Miguel Dep IG AOC
T103 Leveraging Data Analytics Transforming Data Into Better DecisionsCRYSTAL H | FOS AUD
As data analytics become more commonplace in government agencies can leverage analytics tools to make better decisions and improve the effectiveness and efficiency of their programs This session will explore how analytics can be used to enhance decision-making
M Shivendra Verma Principal Grant Thornton LLP
PDT18 Follow us
AGACGFM
22 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T104 Implementing the Revised OMB Circular A-123 Appendix ACANARY 1-2 | FOS AUDG
This session will focus on the newly released revision to OMB Circular A-123 Appendix A Hear about the renewed focus on data quality planning as well as flexibilities provided around agency control activities
M David Zavada Sr Partner Kearney amp Company
T105 What Are Subrecipients Doing with Your MoneyGRAND 9-11 | FOS BMO
During this session attendees will hear what a subrecipient monitoring program should include
M Nasr Fahmy Asst Dir for Financial Assistance Oversight DHSOCFOFinancial Assistance Policy and Oversight
T106 Letrsquos Get Uncomfortable and Talk About Sexual HarassmentCANARY 3-4 | FOS HR
Victims of sexual harassment are speaking up and the alleged harassers are being exposed Join this important and timely session to learn what you can do to prevent sexual harassment in your workplace and create a safer work environment
M Karen Wilson Principal Public Sector Practice Guidehouse
T107 Hey Bot mdash What Can You Do for MeCRYSTAL K-L | FOS IT
Robotic Process Automation (RPA) has found its way into the government This session will discuss how federal agencies are currently using RPA and the potential for leveraging cognitive automation and artificial intelligence as the next steps in the intelligent automation process
M Adam Goldberg Exec Architect Fiscal Service
T108 Next Generation ERP Systems for Federal AgenciesGRAND 12-14 | FOS MGMT
This panel will examine ldquowhatrsquos nextrdquo for ERP systems at a time when many federal agencies need to modernize their financial systems This session will debate on-premise vs cloud single vendor vs best of breed agency owned and maintained vs shared services and outsourced support
M James Harris Finance and Enterprise Performance ndash Sr Mgr Accenture Federal Services
T109 Managing Large Complex Federally Funded Grants and ContractsCRYSTAL A-B | FOS SK
Increased scrutiny of large complex grants and contracts require agencies better assess their project risks develop mitigation strategies and monitor outcomes This session covers approaches to manage civilian and military construction projects measure earned-value and improve outcomes
M Bert Nuehring Partner Crowe LLP
AGA PDT 2018 | ORLANDO 23
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
930 ndash 11 am
Professional Ethics Board MeetingWASHINGTON
1020 ndash 11 am
Coffee Break with ExhibitorsROYALSABALSAGO
11 ndash 1150 am
T110 Innovations in Public PerformanceCRYSTAL K-L | FOS ACCG
Not surprisingly citizens want to know what they are getting for their tax dollars Panelists will discuss the performance measures and innovative techniques for engaging citizens developed by governments to help inform taxpayers
M Shivendra Verma Principal Grant Thornton LLP
T111 Setting the Foundation for TransparencyCRYSTAL A-B | FOS ACCG
This is a discussion of lessons learned from the first year of the DATA Act and next steps to improving transparency This session will discuss one agencyrsquos approach to successfully implementing the Act and next steps to improving its results
M Robert Shope Partner EY
T112 Federal Financial Audit Approach AlternativesGRAND 12-14 | FOS AUD
This session will share ideas identified by a federal CFO council workgroup to improve the nexus of costs benefits risks and burdens of the Agency Financial Report audit process
M Scott Bell Sr Staff Accountant Treasury
T113 How to Integrate Non-financial and Financial ReportingCRYSTAL M-Q | FOS AUDG
Explore how agencies leverage internal control over financial reporting organization structure knowledge and tools to address non-financial internal control requirements
M Jon Rymer Dir Lynch Consultants LLC
T114 Go Green From Overhead to Higher Training BudgetsCANARY 1-2 | FOS FIN
This session will discuss ways a department agency or business can decrease costs and allocate more resources towards employee training and professional development
M Chidilim Okonkno Systems Accountant NASA
T115 Where Did My Data Go and Why Should I CareCRYSTAL C-F | FOS IT
How have breaches and data disclosure incidents affected organizations from an economic and reputational perspective This session will discuss the impact of ransomware and other malicious attacks that restrict access to modify or delete your data
M Sarah Mirzakhani IT Principal CliftonLarsonAllen LLP
24 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T116 Application of Emotional IntelligenceCRYSTAL H | FOS PD
Everyone has dealt with ldquodifficultrdquo co-workers and individuals This session will explore how to handle different types of personalities by growing your own emotional intelligence
M Megan Gaillard Dir of Audit Palm Beach Co ndash OIG
T117 CFO SurveyGRAND 9-11 | FOS ACCG
This yearrsquos AGA CFO survey focuses on the tools and processes needed to help agencies address current budgetary challenges and mandates Join this session to hear the results of the online and in-person survey and discuss the findings with a panel of current and former CFOs
M Jim Taylor Managing Dir Grant Thornton LLP
copy 2018 Becker Professional Education Corporation All rights reserved
The knowledge you need to help prepare you for the next level of success
Becker Continuing Professional Education
Whether yoursquore a CPA CGFM CDFM DoD FMCIA CFE CMA or need GAGAS Becker offers Continuing Professional Education (CPE) tohelp meet your needs
With Becker CPE your accounting audit and fi nance professionals receive the timelyand relevant knowledge needed to help themstay ahead
Take advantage of our Subscription Program for unlimited use of Beckerrsquos CPE
+ Special rate forGovernment Agencies
+ Live Webcast and OnDemand formats(24x7 access)
+ Includes streaming videoand video courses
For more details on this program please visit agacgfmorgonlineCPE or contact John Gioeli at jgioelibeckercom
AGA PDT 2018 | ORLANDO 25
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T118 Letrsquos Get Uncomfortable and Talk About Sexual Harassment (repeat session)CANARY 3-4 | FOS HR
See description on page 23
M Karen Wilson Principal Public Sector Practice Guidehouse
1150 am ndash 1250 pm
Luncheon and Awards CeremonyCYPRESS BALLROOM See page 41
105 ndash 220 pm
T119 Certified Government Financial Manager (CGFM)CRYSTAL A-B | FOS PD
Discover the value of the CGFM designation Participants will hear from colleagues on why they pursued this certification and how it has helped advance their careers and distinguish them from others in their field You will also learn tips for preparing for the three CGFM exams
M Katya Silver Dir of Professional Certification AGA
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
T120 Leadership Ethics and Decision Making in Early AuditsCRYSTAL K-L | FOS BETH
Everyone is faced with various levels of ethical dilemmas at work and leadership can often create a culture that promotes unethical behavior without realizing the consequences Join this session to explore how ethics are integral to the behavior of employees and the impact of the behavior on early audits
M Robert Hart Sr Mgr EY
T121 Disrupting Improper PaymentsCRYSTAL H | FOS IT
Preventing improper payments is a government-wide challenge Join this session to learn how to make significant improvements and leverage disruptive technology to promote data sharing recipient authentication and encourage stakeholder collaboration Panelists will share best practices and explore ways to address root causes
M Steven Bernstein Exec Dir Electronic Payments Product Exec JP Morgan Treasury Svcs
T122 Fraud in Federal Assistance ProgramsCRYSTAL C-F | FOS AUDG
This session will give attendees an in-depth look at how fraud in federal programs was handled by state agencies federal grantors and state prosecutors This topic will explore case studies on the Summer Food Service Program and the Child and Adult Care Food Program
M Jeff Hart AGA PNP
Like us on
26 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T123 AGArsquos Grant Survey Improving Grantee ComplianceGRAND 12-14 | FOS MGMT
Recognizing challenges with grantee compliance AGA conducted a nationwide survey of federal grant recipients on implementation issues related to the Uniform Guidance (2 CFR 200) This session will focus on strategies and activities to address the most troubling areas identified by respondents
M James McKay Principal SME Grants Management Line of Business KGS
T124 Agency Risk Profile Lessons Learned and ValueCANARY 1-2 | FOS MGMT
This session will focus on agenciesrsquo experience from their A-123 Risk Profile definition process This session will include discussion of lessons learned outcomes achieved and value created
M Daniella Datskovska Dir ERM and Internal Control TFC Consulting Inc
Helping you succeed is ours Learn more at KPMGcomusfederal
Anticipate tomorrow Deliver today
copy 2017 KPMG LLP a Delaware limited liability partnership and the US member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (ldquoKPMG Internationalrdquo) a Swiss entity Some of the services or offerings provided by KPMG LLP are not permissible for its audit clients or affiliates NDPPS 677263
Your business is serving the public
AGA PDT 2018 | ORLANDO 27
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T125 Conflict in the Workplace Surviving and ResolvingCRYSTAL M-Q | FOS PD
Explore the types and causes of conflict in the workplace Participants will learn how to handle and manage conflict in the workplace Experts will share techniques for dealing with co-workers supervisors and staff in various situations involving both positive and negative conflicts
M Peggy Javery Acting Assoc CFO USDA
T126 FASAB Update Leases and More to ComeCANARY 3-4 | FOS ACCG
Hear from FASAB staff about recently-issued standards open proposals and proposals under development FASAB staff will discuss implementation of the new standards Additionally insights regarding new developments will be shared along with tips to help you prepare
M Wendy Payne Exec Dir FASAB
105 ndash 325 pm
EXEC2 AGA Digital Executive Session (invitation only)GRAND 9-11 | FOS IT
Learn about emerging technologies that may soon change the way you support your organizationrsquos mission Understand priorities challenges issues and opportunities from government leaders Engage in a highly interactive and engaging discussion on the latest strategies for digital transformation and exchange ideas and solutions with colleagues that you can bring back to your organization
M Kevin Greer VP CGI Federal
235 ndash 325 pm
T127 Medicaid The Elephant in the RoomCANARY 3-4 | FOS ACCG
Medicaid is a critical service in the lives of millions of Americans It is also a major expense for both federal and state entities This session will explore the ways that federal managers and state auditors are collaborating to make sure that these allocated dollars are spent wisely
M Kinney Poynter Exec Dir NASACT
T128 Path to Auditability Implementing New FASAB StandardsCANARY 1-2 | FOS ACCG
This session will provide an understanding of SFFAS 48 Opening Balances for Inventory Operating Materials and Supplies Stockpile and SFFAS 50 Establishing Open Balances for General Property Plant and Equipment and discuss tips for successful implementation Additionally participants will hear about implementing the standards mdash including the pitfalls and best practices for success
M Eveka Rodriguez Partner Grant Thornton LLP
T129 Data Analytics for FraudCRYSTAL A-B | FOS AUDG
Proactive data monitoring and use of data analytics can prevent your entity from being subject to a public fraud This session will show attendees how proactive data analysis techniques and tools can save money prevent bad publicity and detect fraud faster with fewer resources
M Sarah Hays Programming Dir Data Coalition
28 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T130 Planning for Federal Funding DecreasesCRYSTAL C-F | FOS FIN
State and local governments federal funding sources are always in flux This session will feature a panel of state and local government leaders discussing what plans they have in place in the event of a reduction of federal funds
M Lealan Miller AGA FMSB Chair
T131 My Data Was Just BreachedCRYSTAL K-L | FOS IT
Access to data is key to effective analytics However with recent data breaches security standards around data transfer and storage have tightened This session discusses steps to follow to ensure secure handling of data in analytics programs
M Phil Magrogan COO Immersion Consulting
MAKES A DIFFERENCE
Find the six dierences in the two photos Present at booth 202 for your prize
2677 Prosperity Avenue Suite 100 Fairfax Virginia 22031 wwwkforcegovcom Kforce_govKGS
RISKMANAGEMENT
COMPLIANCE ampAUDIT SERVICES
GRANTSMANAGEMENT
FINANCIALIMPROVEMENT
FINANCIALTECHNOLOGY
AGA PDT 2018 | ORLANDO 29
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T132 Communicating Effectively Skills and TechniquesCRYSTAL M-Q | FOS COMS
Improve your communication skills with colleagues customers supervisors and staff mdash and learn how to adjust styles based on with whom you communicate verbally vocally and visually This interactive session will address the needs concerns and frustrations of communicating effectively in todayrsquos workplace
M Dave LeBlanc SVP-at-Large AGA
T133 The Presidentrsquos Management Agenda and the Uniform GuidanceCRYSTAL C-F | FOS MGMT
The Presidentrsquos Management Agenda (PMA) was released in March 2018 This session will discuss the PMA Cross Agency Priority (CAP) Goal 8 Results-Oriented Accountability for Grants This session will also discuss the connectivity between OMBrsquos Uniform Guidance the PMA and the future vision for the world of grants
M Charles Hester InstructorConsultant AGA RVPndashWest Coast Region
325 ndash 405 pm
Coffee Break with ExhibitorsROYALSABALSAGO
330 ndash 545 pm
Young Professionals RoundtableMIAMI | FOS PD
Hear what accomplished leaders deem essential success factors for young professionals in todayrsquos ever-changing and challenging government financial management environment Interactive QampA will focus on leadership networking communication mentorship advancement and change management Speed networking session immediately follows for participants
405 ndash 455 pm
T134 Uniform Guidance Year Three mdash What You Still Donrsquot KnowCANARY 1-2 | FOS AUDG
The Uniform Guidance has been in effect for more than three years yet there are still several aspects to implement This presentation will explore those topics as well as best practices identified over the past three years
M Lealan Miller AGA FMSB Chair
T135 Protect Taxpayer DollarsGRAND 12-14 | FOS AUDG
Government vendors have larger and more contractual requirements which can lead to greater need for vendor audits Join this session to explore how vendors are audited to make sure they provide the government with the full set of contracted services and ultimately protect taxpayer dollars
M Kim Farington CFO FirstNetHave session ideas
for PDT 2019Join the PDT technical
committee email meetingsagacgfmorg
30 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
ARE YOU READY
cohnreznickcomindustriespublic-sector
CohnReznick helps forward-thinking public sector organizations address stringent regulatory requirements strengthen risk managementand achieve their business goals
Visit Us at Booth 302
T136 Improving Federal Government Employee MoraleCRYSTAL M-Q | FOS HR
What resources are available in the federal government structure to keep employees engaged and satisfied Are there things that the finance community can and should be doing to support employee morale in their agencies This session will explore how government offices can make changes that can result in higher productivity and employee engagement
M Anthony Scardino Dep Under Secrsquoy and Dep Dir USPTO
T137 Process Robotics Building Finance Bots LIVECRYSTAL A-B | FOS IT
Hear from digital labor experts about how operations improvements with robotics and cognitive solutions can drive greater efficiency cost management and employee morale This session will also feature a live demo of digital labor currently in action at a federal agency
M Chris Huff US Public Sector RPA Lead Deloitte Consulting LLP
AGA PDT 2018 | ORLANDO 31
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T138 Be Our Guest Magical Service for Finance CustomersCRYSTAL C-F | FOS MGMT
Disney has legendary customer service Hear about the practices taught by the Disney Institute and learn how you can deliver world-class financial accounting and audit services in your own organization
M Reed Waller Asst Dir Financial Management Initiatives Group DOJ
T139 Next Generation Leaders New Skills and New NeedsCRYSTAL H | FOS PD
Much has been discussed about millennials in the workplace but what are the keys to building the younger generation into effective leaders This session will explore how their immersion in technology gives them strengths and challenges when taking on new responsibilities as leaders in the federal workplace
M Doreen Shute Managing Principal CliftonLarsonAllen LLP
T140 Program Evaluation mdash Letrsquos Tell the TruthCRYSTAL K-L | FOS MGMT
This session will discuss the benefits of conducting program evaluations to determine program effectiveness support data analyses and make informed budget decisions Hear from federal state and local representatives who have conducted program evaluations and learn how the results were used
M Robert Tuccillo CFO Federal Transit Administration
T141 Look No Further Intergovernmental Job Aids to the RescueGRAND 9-11 | FOS ACCG
Learn about available tools guides and job aids for all levels of government developed by AGArsquos Intergovernmental Partnership (IP) program During this session government leaders will showcase tools and other resources available on AGArsquos website (wwwagacgfmorgtools-resources)
M Clark Partridge State Controller AZ
405 ndash 530 pm
Corporate Partner Advisory Group (CPAG) MeetingNEW ORLEANS
CPAG representatives and those from organizations interested in joining the program are invited to participate in this annual business meeting This meeting is an excellent opportunity to network with other corporate partner representatives and learn how to maximize your organizationrsquos partnership with AGA
8 ndash 10 pm
AGA Networking ReceptionMARRIOTT HOTEL LOBBY BAR
Join us for some after-dinner networking and socializing
32 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
See description on page 14
630 am ndash 4 pm
Registration Open
715 ndash 815 am
National Awards BreakfastCYPRESS BALLROOM
820 ndash 910 am
W100 Plenary Session OMBTreasuryDoD UpdateCYPRESS BALLROOM | FOS ACCG
David Lebryk Fiscal Asst Secrsquoy Treasury
David Norquist Under Secrsquoy of Defense (Comptroller) CFO DoD
Tim Soltis Dep Controller OMB
M Ann Ebberts CEO AGA
910 ndash 10 am
W101 Plenary Session Innovate the Way You InnovateCYPRESS BALLROOM | FOS PD
Learn how to create a culture of innovation within your organization Mr Shapiro will highlight how to use a challenge-centered approach to measure innovation the process of experimentation and how to maximize return on investments
Stephen Shapiro Innovation Expert
10 ndash 1030 am
Coffee BreakCRYSTAL FOYER
1030 ndash 1145 am
W102 One on One with GASB mdash An UpdateGRAND 9-11 | FOS ACCG
Meet with members of the GASB to receive the most up-to-date information regarding GASB standards exposure drafts and other projects that affect governments and their auditors
M Lealan Miller AGA FMSB Chair
W103 DoD Audit UpdateCANARY 1-2 | FOS AUD
This session will focus on the major audit and financial improvement activities underway across DoD
M Bryan Nelms Principal Kearney amp Company
W104 Understanding and Using the New Service Organization Control ReportsCANARY 3-4 | FOS AUDG
This session will discuss the significant changes underlying the new service organization control reports issued under AT-C 320 (formerly SSAE 16)
M Asif Khan Dir FM and Assurance GAO
W105 Managing in the Changing Workplace EnvironmentCRYSTAL A-B | FOS HR
Hear about the techniques and tools available to managers to maintain a team-building environment with a significant number of employees teleworking
M Thalia Melendez Dir of Audit Svcs NY State Educ Dept
AGA PDT 2018 | ORLANDO 33
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W106 Data All Around Us mdash CFOrsquos Move to a New NormalCRYSTAL M-Q | FOS IT
Advanced data analytics have turned data into powerful insights to manage programs and enhance the citizen experience as never before This session will explore how the availability of data is changing the role of the CFO
M Jorge Asef-Sargent Partner KPMG LLP
W107 How Emerging Technologies Will Transform Payments and CollectionsCRYSTAL K-L | FOS IT
Payments and collections are fertile ground for emerging technologies Artificial intelligence robotics Blockchain big data and the continued digitization of commerce will continue to transform payments and collections Panelists will share their futurist views of the payments and collections landscape
M Joe Hussey Managing Dir JP Morgan Treasury Services
W108 Cloud Enterprise Reporting mdash The FIRST FrontierCRYSTAL C-F | FOS IT
This session will explore cloud enterprise reporting Attendees will learn how to utilize the cloud to streamline external reporting by ingestion data centrally and then maximizing the utility of data to enhance integrity and inform management decisions
M Demek Adams Principal Grant Thornton LLP
W109 Annual Womenrsquos Forum Leading in Life and CareerCRYSTAL H | FOS PD
Empowered women are a cornerstone of effective government and a more competitive federal state and local workforce of the future Join this powerful annual convening of women leaders in accounting finance and technology as they discuss their journey and careers with high-impact and meaning
M Tracey Walker Natrsquol Dir Govt Affairs Culture Diversity and Inclusion RSM US LLP
W110 Federal Financial Standards Will We Get ThereGRAND 12-14 | FOS ACCG
Department of the Treasuryrsquos Office of Financial Innovation and Transformation (FIT) is defining federal financial standard references to promote innovation a common knowledge base and processes to improve interoperability of federal systems Join this session for an update on FITrsquos work and the expected benefits of this initiative
M Marshall Henry FM Program Manager Treasury Fiscal Service
1145 am ndash 1245 pm
National Awards LuncheonCYPRESS BALLROOM
1 ndash 2 pm
Financial Management Standards Board MeetingWASHINGTON
34 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1 ndash 215 pm
W111 Conducting Effective Assessments of Internal ControlsCRYSTAL K-L | FOS ACCG
This session will introduce participants to key concepts issues and standards necessary to design and implement policies to achieve the organizationrsquos objectives
M Sefton Boyars ConsultantTrainer Sefton Boyars CGFM CPA
W112 New Fraud Fighters Cryptocurrencies Blockchain and Secure TransactionsCRYSTAL C-F | FOS AUD
Government is inherently a transactional business From deeds to disbursements the quantity of documents governments maintain on paper and digital image continues to grow Criminals are abusing the current processes to commit fraud at an increasing rate Learn how you can use Blockchain to disrupt and combat fraud
M Jay Schulman Principal RSM US LLP
W113 Data Visualization mdash Using Geographic Information Systems as an Audit ToolGRAND 9-11 | FOS AUDG
Geographic Information Systems (GIS) are increasingly being utilized as a tool to present audit information Learn from experts on how recipients of government services using GIS provides a wealth of audit opportunities
M Gwendolyn Sewell Chief Mission Compliance and Audit ReadinessAccounting Air Force
W114 Finance 2020 Embracing the Changes to ComeCRYSTAL A-B | FOS MGMT
What is the role of CFOs and senior finance staff in this rapidly changing digital world This session will explore the evolution in the field from an expense control spreadsheet-driven and retrospective reporting center into a predictive analytics powerhouse
M Scott Quehl Sr Principal Accenture Federal Services
W115 Quality Management ConfrontationGRAND 12-14 | FOS MGMT
How do you optimize resources and maximize efficiency Join our panel of experts as they discuss various topics in performance management and answer questions such as ldquoHow is quality management implemented throughout an organizationrdquo and ldquoHow do you view and plan around resource allocationrdquo
M Wayne Ference Partner Castro amp Company LLC
W116 Enterprise Risk Management Stories from the Front LinesCRYSTAL H | FOS MGMT
For the past two years agencies have been working to implement the changes made to OMB A-123 This session will feature feedback from agency risk officers on whether ERM is living up to expectations
M Tom Carroll CFO AOC
AGA PDT 2018 | ORLANDO 35
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W117 Leadership Keys to SuccessCRYSTAL M-Q | FOS PD
Gain perspective from a senior leader in government about how you can make a difference in your organization This entertaining session will cover how to develop people build trust cultivate relationships and communicate more effectively Leadership is possible at any level of government
M Mary Peterman Dep Chief Finance and Procurement AOUSC
W118 Building an Optimal Analytics-Driven Program Integrity OfficeCANARY 1-2 | FOS MGMT
With the passage of the Fraud Reduction and DATA Act agencies are under increased pressure to have effective program integrity offices that leverage data analytics and focus on outcomes Hear best practices found from a comprehensive pilot project conducted at the VA
M Linda Miller Dir Grant Thornton LLP
W119 Competencies The Thread that BindsCANARY 3-4 | FOS HR
DoD like other agencies is required by law to develop functional competencies to use in strategic workforce planning The DoD FM community developed 24 enterprise-wide FM competencies Learn how these competencies serve as the thread which binds the FM workforce development portfolio into a coherent strategic plan which guides career development
M Jansen Sauvageau SVP PNC Bank
230 ndash 3 pm
AGA National President Gavel ExchangeCYPRESS BALLROOM
3 ndash 4 pm
W120 Closing Plenary Session Shift Your Brilliance Leading Amidst UncertaintyCYPRESS BALLROOM | FOS PD
This session will teach participants how to solve problems get out of the past and think like a leader of the future You will develop an enhanced sense of perspective understand where you shine and learn how to lead without a title to create effective change
Simon Bailey Author amp Inspirational Coach
M John Lynskey AGA 2018ndash2019 National President
6 ndash 11 pm
Presidentrsquos Appreciation ReceptionROYALSABALSAGO
Join us as we celebrate and thank 2017ndash2018 AGA National President Jim Arnette for his service and contributions to AGA and the financial management community
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
36 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
C
M
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CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
AGA PDT 2018 | ORLANDO 37
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
Please join us in thanking our sponsors for their generous support of AGArsquos 2018 Professional Development Training
PLATINUM SPONSORS
Accenture Federal ServicesVIRTUAL EXPERIENCE
Rowan MirandaManaging Dir CFO Advisory Practice Leadrowanamirandaaccenturefederalcomwwwaccenturefederalcom
Accenture Federal Services a wholly owned subsidiary of Accenture LLP is a US company with offices in Arlington Va Accenturersquos federal business has served every cabinet-level department and 30 of the largest federal organizations Accenture Federal Services transforms bold ideas into breakthrough outcomes for clients at defense intelligence public safety civilian and military health organizations
Grant Thornton LLPTOTE BAGS
Robert SheaPrincipal Global Public Sectorrobertsheausgtcomwwwgranthorntoncompublicsector
Grant Thornton LLP the US member firm of Grant Thornton International is one of six global accounting tax and business advisory organizations Our Global Public Sector based in Alexandria Va is a management consulting business providing responsive and innovative financial performance management and systems solutions to governments and international organizations
GOLD SPONSORS
CGIDIGITAL EXECUTIVE SESSION
Kevin GreerVP Mgmt Consulting KevinGreercgifederalcomwwwcgifederalcomusfederal
A global leader in IT business process and professional services CGI partners with federal agencies to provide end-to-end solutions for defense civilian and intelligence missions Since 1976 we have delivered quality services to help clients achieve results at every stage of the program product and business lifecycle
38 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CliftonLarsonAllenBADGE HOLDERS
Doreen ShuteManaging Principal Fed Govt SvcsDoreenShuteCLAconnectcomwwwCLAconnectcom
CLA is a professional services firm delivering integrated advisory outsourcing and public accounting capabilities to help clients succeed professionally and personally Our practice group members are recognized industry experts and established leaders in the government community We focus on active engagement in the industry a sentiment beyond meeting requirements and standards
DeloitteWATER BOTTLESHYDRATION STATIONS
Colin Duncan Managing Dircoduncandeloittecom wwwdeloittecomusfederal
Deloittersquos Government and Public Services practice consists of more than 12000 professionals across the country serving federal state and local government and higher education clients across consulting and advisory functions bring fresh perspective mdash from inside and outside government mdash to help solve our nationrsquos biggest challenges We bring insights from our client experience and research to drive bold and lasting results People Ideas Technology and Outcomes mdash all Designed for Impact
EYAGA EXECUTIVE SESSION
Bill ColbertPartner PI Financebillcolberteycomwwweycomgovpublicsector
The Government and Public Sector practice of Ernst amp Young LLP provides a full range of consulting and audit services leveraging our experience with both government and commercial clients We deliver real change and measurable results through our diverse high-performing teams operational know-how from across our global organization and bold ideas tailored to each clientrsquos unique mission
AGA PDT 2018 | ORLANDO 39
GOLD SPONSORS (continued)
GuidehouseMONDAY LUNCHEON
Christina VanecekMarketing Mgrcvanecekguidehousecomwwwguidehousecom
Guidehouse formerly PwC Public Sector provides management technology and risk consulting to clients around the world through more than 1600 professionals in 20 locations Now as Guidehouse we offer the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected
Kearney amp CompanyPHOTO BOOTH
Erika SteiningerPartneresteiningerkearneycocomwwwkearneycocom
Kearney amp Company a CPA and consulting firm exclusively serving the Federal Government takes pride in its ability to assist agencies in meeting business objectives and complying with complex requirements Practice areas include Financial Reporting and Accounting Support Internal ControlsA-123 Financial Services Financial Healthcare Services Advisory Services and Program Management
KPMG LLPHOST COMMITTEE SHIRTS MONDAY BREAKFAST
Diane DudleyPartner-in-Charge Fed Auditddudleykpmgcomwwwkpmgcom
For more than 100 years KPMG LLP has assisted the government in the civilian defense and intelligence sectors Today we help these organizations adapt to new environments by working with them to transform business models leverage data protect information assets and provide assurance services while focusing on their mission
40 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
CPAG Small Business CommitteeTUESDAY LUNCHEON
Dedicated members of AGArsquos Small Business Committee are proud to sponsor the 2018 PDT Tuesday Awards Luncheon Thank you to 2nd Wave Castro amp Co Immersion RMA Associates TFC Consulting Trilogy Federal and Watkins Government Services
Get Inspired During PDTthen submit your best practices to the Journal of Government Financial Management by Sept 1 2018
Learn more and view the 2018ndash2019 editorial calendar at wwwagacgfmorgjournal
SILVER SPONSORS
JP MorganTUESDAY BREAKFAST
Denise PetittaExec DirDenisePetittajpmorgancomwwwjpmorgancom
JP Morgan is a premier corporate and investment bank with a full suite of global financial services and capabilities Our clients include the worldrsquos most important corporations governments financial institutions pensions sovereign wealth organizations states and municipalities we offer strategic advice and deliver banking services in more than 100 countries
AGA PDT 2018 | ORLANDO 41
SILVER SPONSORS (continued)
RSM US LLPPDT APP amp WIFI
Mary GoldsmithFed Bus Dev Dirmarygoldsmithrsmuscomwwwrsmuscom
RSM US LLP provides risk financial and technology management consulting services to the public sector We are an inclusive enterprise and support AGA CPAG and Womenrsquos forum We help federal state and local entities improve performance through a comprehensive understanding of their business models internal processes objectives and daily realities
BRASS SPONSORS
Automation AnywhereSTANDING SIGN
Sharon OrsquoNeillHead of Americas Field Marketingsharononeillautomationanywherecom wwwautomationanywherecom
Automation Anywhere is the global leader in enterprise-grade comprehensive Robotic Process Automation software including Cognitive and real-time analytics Over 1000 of the worldrsquos largest brands use our platform to create and manage their Digital Workforce and scale their business processes faster with near-zero error rates while dramatically reducing operational costs
Crowe LLPTUESDAY AM COFFEE BREAK
Bert NeuhringRisk Consulting Partnerbertnuehringcrowecomwwwcrowecom
Crowe LLP is a public accounting consulting and technology firm with offices around the world Crowe uses its deep industry expertise to provide audit services to public and private entities The firm and its subsidiaries also help clients make smart decisions that lead to lasting value with its tax advisory risk and performance services
42 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
BRASS SPONSORS (continued)
MastercardMONDAY AFTERNOON COFFEE BREAK
MariBeth McCarthyVP Bus Leadermaribeth_mccarthymastercardcomwwwmastercardcom
Mastercard (NYSE MA) is a technology company in the global payments industry We operate the worldrsquos fastest payments-processing network connecting consumers financial institutions merchants governments and businesses in more than 210 countries and territories Mastercardrsquos products and solutions make everyday commerce activities easier more secure and more efficient for everyone
PNC BankDIRECTIONAL SIGNAGE
Lauren GradwellAccount MgrLaurengradwellpnccomwwwpnccomideas
PNC is one of the nationrsquos largest financial services organizations providing retail and business banking residential mortgage banking specialized services for corporations and government entities including corporate banking treasury management real estate finance asset-based lending wealth management and asset management We are focused on delivering ideas insight and solutions to our clients to help them maximize the value of their business
Williams AdleyMONDAY MORNING COFFEE BREAK
Melinda BuckBus Dev Leadmbuckwilliamsadleycomwwwwilliamsadleycom
Williams Adley is one of the countryrsquos premier certified public accounting and management consulting firms Our diverse knowledge backgrounds and subject-matter expertise help a wide variety of government agencies and businesses achieve their financial program and information technology goals
AGA PDT 2018 | ORLANDO 43
MEDIA SPONSORS
Government Matters
John Meyer Managing DirjmeyerGovMatterstv wwwGovMatterstv
Government Matters is a television news program dedicated to providing non-partisan information and analysis to federal managers contractors and those supporting the federal marketplace The program airs weeknights in Washington DC on NewsChannel 8 Sunday Mornings on ABC 7 and worldwide on the American Forces Network (AFN)
GOVERNING
Meg Keller Dir of Marketingmkellergoverningcomwwwgoverningcom
For 25 years GOVERNING has been the only publication dedicated to providing the information insight and inspiration state and local leaders need to govern effectively Subscriptions for most state and local government professionals are free as is attendance at most GOVERNING events
Route Fifty
Hilery Sirpis Publisherhsirpisgovexeccomwwwroutefiftycom
Route Fifty a new digital publication and events brand from Atlantic Mediarsquos Government Executive Media Group connects leaders and ideas advancing state and local governments with news insight and resources It facilitates sharing of best practices and ideas among those creating government programs policies and institutions for the 21st century
44 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Play AGArsquos Exhibitor Hunt and win big prizes
including FREE registration to an
upcoming AGA training event
View CPEs Earned
Visit httpsessions ats-leads comagapdt2018 and enter your badge number to view CPEs earned during PDT
Note Only CPEs earned from previous day(s) can be viewed
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VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
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MAIN
VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
MAINENTRANCE
Stop by PDT 2019 Booth 102
Relax RechargeGet a free massage
46 AGACGFM | PDT18
Exhibit Hall Floor Plan
Exhibitors by Booth Number
Company Name Booth
Infor 100 Bureau of the Fiscal Service 101Audimation Services 104American Society of Military Comptrollers 106Kearney Photo Booth 107Graduate School 108 Sehlke Consulting LLC 200Guidehouse 201Kforce Government Solutions Inc 202mLINQS LLC 203RSM US LLP 207GrantSolutions 209ACL Services Ltd 300Williams Adley 301CohnReznick Government 302AOC Solutions 303CGI Federal 306Virtual Experience with Accenture 307Savantage Solutions 308TeraThink Corporation 400Lynch Consultants LLC 401Interior Business Center 402GEHA 403
Company Name Booth
IFAS LLC 407TFC Consulting Inc 409Grant Thornton LLP 500RMA Associates LLC 501Castro amp Company LLC 503KPMG LLP 506AGA Community Service amp Silent Auction 507Kearney amp Company 600EY 601AGA 607J P Morgan 701FI Consulting 703CliftonLarsonAllen LLP 706MorganFranklin Consulting 707Becker Professional Education 709Management Concepts 800Qlik Tech Inc 801U S Army Financial Management Command 802The MIL Corporation 805Immersion Consulting 806Automation Anywhere 809
ACL Services LtdBOOTH 300wwwaclcom
ACL is a global software company with innovative solutions for public sector professionals to keep processes in check and provide higher levels of assurance through team-based analytic approaches ACLrsquos platform has helped over 250 government offices globally to bolster compliance manage risks and assure effective governance Learn more at our booth and wwwaclcom
AGABOOTH 607wwwagacgfmorg
AGA is the member organization for government financial management professionals We lead and encourage change that benefits our field and all citizens Our networking events professional certification publications and ongoing education help members build skills and advance their careers Learn about our thought-leadership library online tools CGFM designation and more
AGA PDT 2018 | ORLANDO 47
Exhibitor Appreciation AGA Corporate Partner
AGA Community Service amp Silent AuctionBOOTH 507
Buy tickets and bid for great prizes in our silent auction including gift certificates gift baskets sports memorabilia vacations and more Proceeds support AGArsquos National Community Service Fund the American Cancer Society the American Heart Association the Humane Society and Habitat for Humanity Winners posted daily present the winning ticket to claim your prize
AGA New Orleans ChapterBACK OF EXHIBIT HALLwwwagacgfmorgneworleans
Stop by our booth to learn more about New Orleans and plan your trip to PDT 2019 scheduled for July 21ndash24 2019 You might win a free PDT 2019 registration
American Society of Military Comptrollers BOOTH 106wwwasmconlineorg
ASMC is the non-profit educational and professional organization for persons military and civilian in the overall field of military comptrollership ASMC promotes the education and training of its members and supports the development and advancement of the military comptrollership profession The society provides professional programs to keep members abreast of current issues and encour-ages the exchange of information techniques and approaches
AOC SolutionsBOOTH 303wwwaocfederalsolutionscom
AOC Solutions Inc is a Service-Disabled Veteran-Owned Business providing financial management federal accounting audit readiness support and technology services AOC thought leaders are dedicated to helping agencies identify better ways to analyze accounting and financial data for cost reduction and increased efficiency
Audimation ServicesBOOTH 104wwwaudimationcom
Audimation Services Inc is the US distributor of CaseWare IDEAreg a powerful user-friendly data analytics software tool designed to help profes-sionals extend auditing capabilities detect fraud and meet documentation standards We specialize in helping organizations streamline audits simplify data acquisition and improve business processes
Automation Anywhere BOOTH 809
See write-up on page 42
Becker Professional EducationBOOTH 709wwwbeckercom
Do you need CPE for CGFMreg CPA or the new DoD FM Certification Come ask about our Government Family Offer Nearly half a million professionals have advanced their careers through our CPE programs including CPA Exam Review PMPreg Exam Review Cybersecurity Six Sigma and more And be sure to check out our new program for Certified Anti-Money Laundering Specialists (CAMS)
Bureau of the Fiscal ServiceBOOTH 101wwwfiscaltreasurygov
The Bureau of the Fiscal Service serves as a catalyst for transforming the way the federal government manages finances and delivers shared services Our passion is improving financial management and shared service delivery through efficient and effective operations and through guidance and assistance to others
48 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Castro amp Company LLCBOOTH 503www castroco com
Headquartered in Washington DC Castro amp Company is an audit advisory and accounting services CPA firm with a strong federal customer focus We are a Minority-Owned Small Business offering the personalized services of a small firm with the full resources and quality expected from a larger CPA firm
CGI FederalBOOTH 306
See write-up on page 38
CliftonLarsonAllen LLPBOOTH 706
See write-up on page 39
CohnReznick GovernmentBOOTH 302www cohnreznick com
CohnReznick Government provides audit accounting and financial management compliance risk and integrity monitoring program and project management and disaster response and recovery Our comprehensive project management approach provides clients with reliable processes and delivers accounting insights to help government organizations improve communication administer fiscal and operational strategies and meet compliance requirements
EYBOOTH 601
See write-up on page 39
FI ConsultingBOOTH 703www ficonsulting com
FI Consulting develops effective practical solutions to help federal agencies achieve their missions while operating efficiently managing risk and adapting to a changing policy environment We apply our core strengths in Data Analytics Modeling and Technology to gain program performance insight manage risk improve operations and better deliver mission
GEHABOOTH 403www geha com
GEHA provides medical and dental plans through the FEHB and FEDVIP programs for more than 18 million federal employees retirees and their families GEHA members receive year-round vision and hearing benefits plus other discounts For more information please stop by our booth or visit gehacom and gehadentalcom
Graduate SchoolBOOTH 108www graduateschool edu
Graduate School USA provides a wide range of learning opportunities in formats accessible to adult learners everywhere through training continuing education courses executive and leadership development and credit offerings For professionals in the government auditing and financial management community we offer a comprehensive curriculum taught by leading practitioners
Grant Thornton LLPBOOTH 500
See write-up on page 38
AGA PDT 2018 | ORLANDO 49
GrantSolutionsBOOTH 209www grantsolutions gov
GrantSolutions supports Federal agencies throughout the grants lifecycle mdash from pre-award planning through application award and closeout Our service finds solutions for shared mission needs across agencies while incorporating unique business and regulatory processes for grant programs GrantSolutions is an OMB-selected grants business leader providing end-to-end innovative grants management services dedicated to advancing the mission of Federal agencies
GuidehouseBOOTH 201
See write-up on page 40
IFAS LLCBOOTH 407www ifas-llc com
IFAS is an 8(a) Service-Disabled Veteran-Owned Small Business Woman-Owned Small Disadvan-taged Business providing Program Management Business and Finance Operations Integrated Logistics and IT Support Services to meet specific needs of our clients We provide geographically dispersed support available when and where you need us
Immersion ConsultingBOOTH 806www immersioninc com
Immersion Consulting a Service-Disabled Veteran-Owned Small Business headquartered in Annapolis Md provides business management and technology consulting to government nonprofit and commercial clients Founded in 2004 we specialize in program management financial management technology services and training Our mission provide clients with actionable business solutions that yield sustainable results
InforBOOTH 100www infor com
Infor Public Sector solutions streamline financial management across multiple systems With more than 25 years of public sector experience Infor helps you meet organization demands including budget and audit readiness performance management and financial control with flexible solution deployment options to help you operate more quickly and efficiently
Interior Business CenterBOOTH 402www doi govibc
The Interior Business Center one of several OMB-approved interagency shared-service providers offers acquisition financial manage-ment and HR under a fee-for-service full cost recovery business model By assisting multiple federal organizations IBC can leverage resources to share economies and efficiencies with external customers and our parent agency the US Department of the Interior
JP MorganBOOTH 701
See write-up on page 41
Kearney amp CompanyBOOTH 600
See write-up on page 40
Kforce Governnment Solutions IncBOOTH 202www kforcegov com
Kforce Government Solutions Inc (KGS) provides management and technology solutions to Federal Government and State and local agencies We deliver customized solutions across financial management organizational transformation and IT to solve our clientsrsquo most complex mission and business challenges KGS also offers the innovative TraumaFXreg line of medical training manikins
50 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
KPMG LLPBOOTH 506
See write-up on page 40
Lynch Consultants LLCBOOTH 401www lynchconsultants com
Lynch Consultants provides strategic financial and program advisory and assistance services to the federal government We partner with clients to deliver project management services financial and business support and strategic policy solutions for complex government programs Clients include numerous federal departments including DoD Navy Army VA HHS and HUD
Management ConceptsBOOTH 800www managementconcepts com
Management Concepts is a leading provider of professional development performance improve-ment and talent management solutions for the public sector Since 1973 we have collaborated with the federal government state and local offices non-profit organizations universities and corporations to enhance the performance of teams and organizations Follow us on Twitter Mgmt_Concepts
The MIL CorporationBOOTH 805www milcorp com
The MIL Corporation has grown steadily for 36 years and remains dedicated to excellence service and support across our four major service areas financial management and systems support information technology cyber security and systems and C4 engineering For more information please visit us at wwwmilcorpcom or on Facebook at httptinyurlcomFacebookMIL
mLINQS LLCBOOTH 203www mLINQS net
mLINQS a Service-Disabled Veteran-Owned Small Business founded in 2003 provides the govern-mentrsquos leading employee relocation management system and E-Gov travel (ETS2) consulting services Since 2004 mLINQS relocation system has automated relocations and tracked expenses for more than 30 agencies
MorganFranklin ConsultingBOOTH 707www morganfranklin com
MorganFranklin Consulting headquartered in McLean Va provides business consulting and technology solutions to public companies fast-growing private companies and US govern-ment agencies Third-party customer satisfaction surveys highlight the companyrsquos reputation for being hands-on flexible and skilled at bringing diverse groups together to complete projects on time and within budget
Qlik Tech IncBOOTH 801www qlik com
Qlikreg is the leading data analytics platform and the pioneer of user-driven business intelligence Its portfolio of cloud-based and on-premise solutions meets customersrsquo growing needs from reporting and self-service visual analysis to guided embedded and custom analytics regardless of where data is located
RMA Associates LLCBOOTH 501www rmafed com
RMA an SBA Certified 8(a) Small Business located in the Washington DC metropolitan area specializes in audit consulting and advisory
AGA PDT 2018 | ORLANDO 51
RSM US LLPBOOTH 207
See write-up on page 42
Savantage SolutionsBOOTH 308www savantage net
Savantage Solutions a CMMIreg Level 3 Rated and ISO 90012008 certified company is a leading provider of software development business consulting and program management support services One of only five vendors of financial management systems certified for federal use Savantage takes pride in its service excellence
Sehlke Consulting LLCBOOTH 200www sehlkeconsulting com
Founded in 2011 Sehlke Consulting is a Service-Disabled Veteran-Owned Small Business and Historically Underutilized Business Zone (HUBZone) firm based in Arlington Va We provide comprehensive leading solutions in Financial Management Acquisition Management Logistics and Supply Chain Management and National Security amp Defense Programs
TeraThink CorporationBOOTH 400www terathink com
TeraThink takes pride in the outstanding reputation we have earned over the past 15 years for delivering superior results to federal customers With expertise in agile development enterprise application technologies financial services and cloud solutions our delivery platform brings exceptional scale and value to support customersrsquo transformation business automation and mission-related goals Visit our booth and wwwTeraThinkcom for more information
TFC Consulting IncBOOTH 409www tfcci net
A licensed CPA firm Small Disadvantaged Business and ISO 9001_2015-certified enterprise TFC is the trusted partner of federal agencies facing complex financial management challenges Now celebrating 15 years of success and excellence in assisting clients TFC develops and implements comprehensive solutions to improve financial management environments and achieve operational efficiency
US Army Financial Management CommandBOOTH 802www facebook comUSAFMCOM
US Army Financial Management Command is responsible for the delivery of Army-wide Financial Management (FM) functions including Enterprise Resource Planning systems support audit and compliance support financial operations support and ERP business process standardization support and for providing operational oversight of Army field FM activities
Williams AdleyBOOTH 301
See write-up on page 43
Note The contents of this exhibitor list were compiled from information supplied by exhibitors While every effort has been made to ensure contents are correct AGA is unable to accept liability for errors or omissions or for any claims made by exhibitors
52 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AGA PDT 2018 | ORLANDO 53
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AIG Assistant Inspector GeneralAssoc AssociateAsst AssistantBus BusinessCEO Chief Executive OfficerCFO Chief Financial OfficerCIO Chief Information OfficerCo CountyComm CommitteeCOO Chief Operating OfficerCPAG Corporate Partner Advisory GroupDep DeputyDept DepartmentDev DevelopmentDir DirectorDiv DivisionEduc EducationERM Enterprise Risk ManagementExec ExecutiveFed FederalFM Financial ManagementGM General Manager Govt Government
Fields of Study See page 4 for list of Fields of Study
AOC Architect of the CapitolAOUSC Administrative Office of the
US CourtsCommerce US Department of CommerceDHHS US Department of Health
and Human ServicesDHS US Department of
Homeland SecurityDLA Defense Logistics AgencyDoD US Department of DefenseDoE US Department of EnergyDOI US Department of the InteriorDOJ US Department of JusticeDoS US Department of StateFASAB Federal Accounting Standards
Advisory BoardFiscal Service Bureau of the Fiscal ServiceFIT Office of Financial Innovation
and TransformationFMSB Financial Management Standards
BoardFTA Federal Transit Administration
HR Human ResourcesIG Inspector GeneralIT Information TechnologyMgmt ManagementMgr ManagerNatrsquol NationalOfc OfficePNP AGA Past National
PresidentPNT AGA Past National
TreasurerRPA Robotic Process
AutomationRVP Regional Vice PresidentSecrsquoy SecretarySME Subject Matter Expert Sr SeniorSvc ServiceSVP Senior Vice PresidentTech TechnicalUniv UniversityVP Vice President
GAO Government Accountability OfficeGASB Government Accounting Standards
BoardGSA US General Services
AdministrationHUD US Department of Housing
and Urban DevelopmentIRS Internal Revenue ServiceNASA National Aeronautics and Space
AdministrationNSF National Science FoundationOCFO Office of the Chief Financial OfficerOIG Office of Inspector GeneralOMB Office of Management and BudgetSBA Small Business AdministrationTreasury US Department of the TreasuryUSAID US Agency for International
DevelopmentUSDA US Department of AgricultureUSPTO US Patent and Trademark OfficeVA US Department of
Veteran Affairs
54 AGACGFM | PDT18
Glossary
MAIN CONVENTION CENTERSINGLE-LEVEL
REGISTRATION
CYBER LOUNGE
EX
HIB
IT H
ALL
PLENARY S
ESSIO
NS
AGA PDT 2018 | ORLANDO 55
Convention Center Floor Plans
圀䔀 䰀䤀匀吀䔀一 簀 圀䔀 䤀一一伀嘀䄀吀䔀 簀 圀䔀 䐀䔀䰀䤀嘀䔀刀
吀愀猀栀甀 吀爀椀瘀攀搀椀Ⰰ 倀爀攀猀椀搀攀渀琀䌀䔀伀 㜀㤀㐀 漀爀 琀琀爀椀瘀攀搀椀䀀琀昀挀挀椀渀攀琀
嘀椀猀椀琀 漀甀爀 眀攀戀猀椀琀攀 愀琀 眀眀眀琀昀挀挀椀渀攀琀
䘀漀爀 洀漀爀攀 椀渀昀漀爀洀愀琀椀漀渀 挀漀渀琀愀挀琀 吀䘀䌀
椀猀 琀栀攀 琀爀甀猀琀攀搀 瀀愀爀琀渀攀爀 昀漀爀 昀攀搀攀爀愀氀 愀最攀渀挀椀攀猀 琀栀愀琀愀爀攀 昀愀挀椀渀最 挀漀洀瀀氀攀砀 ǻ渀愀渀挀椀愀氀 洀愀渀愀最攀洀攀渀琀 挀栀愀氀氀攀渀最攀猀
吀䘀䌀 䌀漀渀猀甀氀琀椀渀最 䤀渀挀
뜀뜀
뜀뜀뜀뜀
䔀渀琀攀爀瀀爀椀猀攀 刀椀猀欀 䤀渀琀攀爀渀愀氀䌀漀渀琀爀漀氀猀 䄀搀瘀椀猀漀爀礀䤀洀瀀爀漀瀀攀爀 倀愀礀洀攀渀琀猀䴀攀愀猀甀爀攀洀攀渀琀 刀攀洀攀搀椀愀琀椀漀渀䘀椀渀愀渀挀椀愀氀 刀攀瀀漀爀琀椀渀最 䄀䄀挀挀漀甀渀琀椀渀最 伀瀀攀爀愀琀椀漀渀猀䘀椀渀愀渀挀椀愀氀 匀琀愀琀攀洀攀渀琀 䌀漀洀瀀氀椀愀渀挀攀 䄀甀搀椀琀䐀愀琀愀 䄀渀愀氀礀琀椀挀猀 伀瀀琀椀洀椀稀愀琀椀漀渀䤀吀 匀攀挀甀爀椀琀礀 刀攀瘀椀攀眀 䄀猀猀攀猀猀洀攀渀琀
伀甀爀 瘀愀氀甀攀ⴀ愀搀搀攀搀 猀攀爀瘀椀挀攀猀㨀
圀栀愀琀猀 礀漀甀爀 渀攀砀琀 洀漀瘀攀㼀
䴀愀渀礀 瀀愀琀栀猀Ⰰ 漀渀攀 挀漀爀爀攀挀琀 爀漀甀琀攀 䘀漀氀氀漀眀 吀䘀䌀 愀氀漀渀最 琀栀攀 爀漀甀琀攀 琀漀 猀甀挀挀攀猀猀 䘀椀爀猀琀 琀栀愀琀 挀漀爀爀攀挀琀氀礀
挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀
Attendee ResourcesSPEAKER BIOS amp PRESENTATIONSAny bios and presentations made available to AGA are posted in the online agenda or the mobile app
RECORDED SESSIONSAttendees receive free
access to the recorded sessions in the online library
See flyer in your attendee bag for instructions on how to access free online recorded sessions
Note Recordings will be available 14 business days post-PDT Recorded sessions are not eligible for CPE credits
Be part of the discussionVisit the App store or Google Play and search for ldquoAGA PDT 2018rdquo to download the app Then access sessions exhibitors and floor plans view speaker information and connect with fellow attendees and more from your mobile device
1 Open the PDT 2018 app click the ldquoEngagerdquo icon and select the session you want to join
2 Click the ldquoAskrdquo button to submit a question
3 Read questions fellow attendees ask Up-vote a question by clicking the arrow on the left-hand side of the question the most popular questions rise to the top
4 You can also respond to polls and evaluate sessions
6 AGACGFM | PDT18
AGA PDT
2018
Check the PDT app or visit www agacgfm orgpdtsteps to log your steps
Two ways to win
1 walk 10000+ steps per day for a chance to win FREE registration to an upcoming AGA event or
2 walk the most steps in a day and win a gift card
READY SET WALK
Tips amp Information
Stop by the amp Social Media HubLOCATION CRYSTAL FOYER
Has your LinkedIn profile been neglected Itrsquos time for a profile makeover Enhance your online brand build your network and increase engagement on your LinkedIn profile Our experts can review your profiles in under 10 minutes and give you tips to take your LinkedIn profile to the next level Thatrsquos not all Learn how to tweet and use social media platforms for your personal and professional development
Attendee Conduct PolicyAGA is dedicated to providing a safe hospitable and productive environment for everyone attending our events regardless of ethnicity religion disability physical appearance gender or sexual orientation It is important to remember that a community where people feel unsafe or threatened is neither healthy nor productive AGA prohibits intimidating threatening or harassing conduct during our training events This policy applies to speakers staff exhibitors sponsors volunteers contractors and attendees PDT participants found to have violated this policy may be sanctioned including being removed from the PDT and barred from future events at the discretion of AGA
AGA PDT 2018 | ORLANDO 7
Play the PDT SCANvenger Quest for a Chance to Win Great PrizesPLAY SCAN WIN1 On the PDT 2018 app menu
tap ldquoLoginrdquo and enter your Badge Number You must login to play the game
2 Complete fun and simple tasks Scan QR codes using the built-in QR reader in the PDT app
3 Top 10 points earners will win gift cards and Top 3 will each receive $100 gift card Check the Leaderboard in the PDT app at 1200 p m on Wednesday July 25 to see if yoursquore a winner and collect your winnings at the PDT registration Badge identification required
Scan this QR code now and earn 25 points instantly
See flyer in your PDT bag for more information
MEET YOUR MATCH
PDT 2018W
IN G
REAT PRIZES
WINSee y
our attendee bag fo
r deta
ils
TIME EVENT LOCATION
SU
ND
AY
JU
LY 2
2 8 am ndash 6 pm Registration Open Palms Foyer
815 ndash 11 am National Board of Directors (NBD) Meeting Canary 3-4
1030 am ndash 1 pm Intergovernmental Partnership Steering Committee Meeting (invitation only)
New Orleans
1110 am ndash noon Bonus Session Dorsquos amp Donrsquots of Social Networking
Crystal H
1130 am ndash 1 pm AGA Past National President Luncheon New York
1130 am ndash 230 pm AGA Past National Treasurer Luncheon Washington
1245 ndash 4 pm AGA Executive Session (invitation only) Grand 9-11
1 ndash 215 pm Concurrent Sessions See page 10
230 ndash 345 pm Concurrent Sessions See page 11
4 ndash 450 pm Concurrent Sessions See page 12
5 ndash 7 pm Welcome Event with Exhibitors RoyalSabalSago
MO
ND
AY
JU
LY 2
3 6 ndash 630 am Early Morning Stretch amp Exercise Grand 8B
630 am ndash 4 pm Registration Open Palms Foyer
7 ndash 8 am Continental Breakfast with Exhibitors RoyalSabalSago
7 am ndash 630 pm Exhibit Hall Open (closed noon ndash 1 pm) RoyalSabalSago
8 ndash 830 am Opening Ceremony Cypress Ballroom
830 ndash 945 am Plenary Session Cypress Ballroom
930 am ndash 5 pm LinkedIn amp Social Media Hub Open Crystal Foyer
945 ndash 1030 am Coffee Break with Exhibitors RoyalSabalSago
1030 ndash 1145 am Concurrent Sessions See page 14
1145 am ndash 1 pm Luncheon and Awards Ceremony Cypress Ballroom
1 ndash 150 pm Plenary Session Cypress Ballroom
205 ndash 320 pm Concurrent Sessions See page 16
320 ndash 4 pm Coffee Break with Exhibitors RoyalSabalSago
4 ndash 515 pm Concurrent Sessions See page 19
515 ndash 630 pm Monday Event with Exhibitors RoyalSabalSago
All sessions in Crystal H Crystal C-F and Cypress Ballroom are live streamingAll sessions in Crystal H Crystal C-F and Cypress Ballroom are live streaming
8 AGACGFM | PDT18
Schedule at-a-Glance
TIME EVENT LOCATION
TU
ES
DA
Y J
ULY
24 6 ndash 630 am Early Morning Stretch amp Exercise Grand 8B
630 am ndash 4 pm Registration Open Palms Foyer
7 ndash 8 am Continental Breakfast with Exhibitors RoyalSabalSago
7 am ndash 405 pm Exhibit Hall Open (closed noon ndash 1 pm) RoyalSabalSago
8 ndash 915 am Plenary Session Cypress Ballroom
930 ndash 1020 am Concurrent Sessions See page 22
930 ndash 11 am Professional Ethics Board Meeting Washington
930 am ndash 5 pm LinkedIn amp Social Media Hub Open Crystal Foyer
1020 ndash 11 am Coffee Break with Exhibitors RoyalSabalSago
11 ndash 1150 am Concurrent Sessions See page 24
1150 am ndash 1250 pm Luncheon and Awards Ceremony Cypress Ballroom
105 ndash 220 pm Concurrent Sessions See page 26
105 ndash 325 pm AGA Digital Executive Session (invitation only) Grand 9-11
235 ndash 325 pm Concurrent Sessions See page 28
325 ndash 405 pm Coffee Break with Exhibitors RoyalSabalSago
330 ndash 545 pm Young Professionals Roundtable Miami
405 ndash 455 pm Concurrent Sessions See page 30
405 ndash 530 pm CPAG Meeting New Orleans
8 ndash 10 pm AGA Networking Reception Marriott Hotel Lobby Bar
WE
DN
ES
DA
Y J
ULY
25 6 ndash 630 am Early Morning Stretch amp Exercise Grand 8B
630 am ndash 4 pm Registration Open Palms Foyer
715 ndash 815 am National Awards Breakfast Cypress Ballroom
820 ndash 10 am Plenary Sessions Cypress Ballroom
10 ndash 1030 am Coffee Break Crystal Foyer
10 am ndash 4 pm LinkedIn amp Social Media Hub Open Crystal Foyer
1030 ndash 1145 am Concurrent Sessions See page 33
1145 am ndash 1245 pm National Awards Luncheon Cypress Ballroom
1 ndash 2 pm FMSB Meeting Washington
1 ndash 215 pm Concurrent Sessions See page 35
230 ndash 3 pm AGA National President Gavel Exchange Cypress Ballroom
3 ndash 4 pm Closing Plenary Session Cypress Ballroom
6 ndash 11 pm Presidentrsquos Appreciation Event RoyalSabalSago
All sessions in Crystal H Crystal C-F and Cypress Ballroom are live streamingAll sessions in Crystal H Crystal C-F and Cypress Ballroom are live streaming
AGA PDT 2018 | ORLANDO 9
8 am ndash 6 pm
Registration Open
815 ndash 11 am
National Board of Directors (NBD) MeetingCANARY 3-4
AGA national officers will report to the NBD on the 2017ndash2018 program year results and discuss plans for the 2018ndash2019 program year All members are welcome
1030 am ndash 1 pm
Intergovernmental Partnership Steering Committee Meeting (invitation only)NEW ORLEANS
1110 am ndash noon
Bonus Session Dorsquos amp Donrsquots of Social NetworkingCRYSTAL H | FOS COMS
Wersquove come a long way from the time of MySpace mdash the social network landscape is constantly changing Learn which social networks deserve your attention and how to use them to enhance your professional brand and voice
M Lyndsay McKeown Marketing amp Graphics Manager AGA
1130 am ndash 1 pm
AGA Past National President LuncheonNEW YORK
1130 am ndash 230 pm
AGA Past National Treasurer LuncheonWASHINGTON
1245 ndash 4 pm
EXEC1 Executive Session Building the CFO Organization of the Future (invitation only)GRAND 9-11 | FOS HR
Innovation is in the driverrsquos seat and data analytics and robotics are the engine Do federal CFOs have the team they need Wersquoll focus on this challenge in a creative and innovative way by looking at three major levers for success Determining the skills needed in this ldquonew normalrdquo attracting the right talent and retaining and developing your current staff who have demonstrated their commitment to your agency
M Michael Herrinton Partner EY
1 ndash 215 pm
S100 Conduct and Ethics Guidance in a Gray WorldCRYSTAL H | FOS MGMT
Every accountant and auditor knows that at any point an ethical challenge can present itself Learn how to manage situations that can lead to your honor being compromised mdash such as clients facing jail time managing large amounts of money and innocent-seeming requests
M Charles Hester InstructorConsultant AGA RVPndashWest Coast Region
10 AGACGFM | PDT18
Agenda mdash Sunday ModeratorM
Check PDT app for speakers
S101 Governmental Accounting in Academia mdash Where Have You GoneCRYSTAL A-B | FOS HR
In recent years the number of governmental accounting courses offered at colleges and universities has decreased This session will explore how this trend affects the field and how to find and train future government accountants
M Barbara Bail Staff Accountant DLA
S102 Successful Improper Payment Programs Connecting Technology and ERMCRYSTAL C-F | FOS MGMT
Learn how improper payment programs can be effective by incorporating the ERM profile of each payment site location and identified strong control objectives of the business processes
M Mike Wetklow Dep CFO and Div Dir NSF
S103 Powering Excellence and Accountability with RPACRYSTAL M-Q | FOS IT
Do you have the important time-sensitive information needed to be captured from diverse sources then converted to a standard format and transmitted on an hourly basis 247 Automating manual tasks increases productivity and reduces human error resulting in improved processing time and a strong ROI for your agency Transform financial management and help other agencies employ digital workers
M Thomas Spann Head of Fed Sales amp GM Automation Anywhere
230 ndash 345 pm
S104 Managing ChangeCRYSTAL A-B | FOS HR
Managing change is critical for maintaining your workforce and ensuring a pleasant and positive work environment for your organization and clients This session will explore how to use change mdash like changing budgets requirements and new regulations mdash to make a more stable workforce and environment
M Melinda Miguel Dep IG AOC
S105 Blockchain Itrsquos Not Just BitcoinCRYSTAL M-Q | FOS IT
With the rising popularity of Bitcoin do you know what to expect This session will explore critical details of Bitcoin such as distributed ledger technology and Blockchain This session will also explore the reasons behind this trend and if it is the next dot-com bubble
M George Fallon Mgr RMA Associates LLC
S106 Can Grant Managers Meet the New Compliance RequirementsCRYSTAL K-L | FOS MGMT
Grants managers must work to ensure grantees are prepared to effectively and compliantly accomplish grant goals and ensure granteesrsquo systems are compliant with complex data standards and new requirements This session will feature grants program managers as they discuss how they assess and address their various program risks
M Roger Von Elm Principal CliftonLarsonAllen LLP
AGA PDT 2018 | ORLANDO 11
Sunday mdash AgendaGlossary on page 54Check PDT app for speakers
S107 The New Tax Reform is HereCRYSTAL C-F | FOS TAX
The new tax reform brings many new changes to both businesses and individuals This session will explore how tax reform will affect governments your workplace and your taxes
M John Roland Jr VP MIL Corporation
S108 Getting Through the Report Writing and Review Process Without Losing Your SanityCRYSTAL H | FOS AUD
Yoursquove completed the audit and found resultshellip if you could just get it out the door Join us in discussing how auditors communications analysts and senior managers can work together to maximize a reportrsquos readability and effectiveness mdash while remaining collegial
M Mark Bell AIG Audits NSF
4 ndash 450 pm
S109 Managementrsquos Discussion and Analysis Bridging the lsquoGAAPrsquoCRYSTAL C-F | FOS ACC
Managementrsquos discussion and analysis is a key component of financial reporting It tells the reporting entityrsquos story regarding operations service levels successes challenges and future expectations This session will discuss the challenges in concisely achieving GAAP requirements with todayrsquos abundance of data
M Wendy Morton-Huddleston Principal Grant Thornton LLP
S110 Effective Audit and Audit Resolution PracticesCRYSTAL M-Q | FOS AUD
This session will examine both the roles of the auditor and auditee using the Cooperative Audit Resolution and Oversight Initiative (CAROI) The session will highlight resolving audit findings successfully using the viewpoints and evidence from both aspects It will also emphasize the engagement of the proper stakeholders and responsible parties
M Dave LeBlanc SVP-at-Large AGA
S111 Hot Off the Press The New and Improved Yellow BookCRYSTAL H | FOS AUDG
The 2017 Yellow Book represents a modernized version of the standards and helps auditors hold the organizations they audit accountable Panelists will explore the new requirements included in the book such as those related to auditor ethics independence and professional judgment and competence
M Berri Davis Dir GAO
S112 IgniteCANARY 1-2 | FOS PD
During this fast-paced fun and entertaining session each presenter has 20 slides mdash which auto-advance every 15 seconds mdash to tell their personal story This might be bold and possibly brash but it wonrsquot be boring
M Susan Fritzlen COO AGA
5 ndash 7 pm
Welcome Event with ExhibitorsROYALSABALSAGO
12 AGACGFM | PDT18
Agenda mdash Sunday ModeratorM
Check PDT app for speakers
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
AGA PDT 2018 | ORLANDO 13
Sunday mdash AgendaGlossary on page 54Check PDT app for speakers
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
PiYotrade LIVE mdash sweat and burn calories with fusion-style movements inspired by yoga and Pilates This class incorporates dynamic balance strength flexibility and functional training with upbeat music All levels welcome and no equipment is needed Prizes will be given daily plus a grand prize
630 am ndash 4 pm
Registration Open
7 ndash 8 am
Continental Breakfast with ExhibitorsROYALSABALSAGO
8 ndash 830 am
Opening CeremonyCYPRESS BALLROOM
830 ndash 945 am
M100 Plenary Session Monday MorningCYPRESS BALLROOM | FOS ACCG
Hear GAOrsquos comptroller general discuss changes from last yearrsquos US government financial position progress on key GAO initiatives and what GAO and auditors might look forward to in the future
Gene Dodaro Comptroller General GAO
M Ann Ebberts CEO AGA
945 ndash 1030 am
Coffee Break with ExhibitorsROYALSABALSAGO
1030 ndash 1145 am
M101 Wersquove Got the Data Now WhatGRAND 12-14 | FOS ACC
With the DATA Act data is becoming more consistent and reliable Agencies have a plethora of interesting federal obligation and spending data at its fingertips While some agencies see it only as an exercise in compliance others are starting to realize there is a lot of potential with this data Join this session to explore these points hellip and more
M Dave Mader Chief Strategy Officer Deloitte Consulting
14 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
M103 Natural Disasters and Accountability Related to Government FundingCRYSTAL C-F | FOS AUDG
Congress has allocated tens of billions of dollars in disaster-related aid to help communities recover from the devastating hurricanes and wildfires of 2017 States and local governments are also supporting this recovery During this session hear what agencies are doing to ensure government accountability for such aid
M Berri Davis Dir GAO
M104 Building the Future Workforce for StateLocal GovernmentsCRYSTAL H | FOS BMO
How are state and local government leaders recruiting and attracting the next generation of accountants Join the roundtable to see how different offices are fighting back against the ldquosilver tsunamirdquo
M Lealan Miller AGA FMSB Chair
M105 Driving Competitive Advantage with TBMCRYSTAL K-L | FOS BMO
Like any new method process or automation tool Technology Business Management (TBM) will impact federal agencies their technology management and business teams Join this session to learn more about how TBM is creating standards and business views that are meaningful to CIOs and CFOs
M Kevin Greer VP CGI Federal
M106 Accelerating Shared Services for Finance and Accounting OperationsGRAND 9-11 | FOS BMO
For nearly 20 years the federal government has been considering the use of shared services Progress has been slow especially in the area of consolidating duplication and overlap in areas such as finance and accounting This panel examines approaches to accelerate shared services in operations
M Rowan Miranda CFO Advisory Practice Leader Accenture Federal Services
M107 Advanced Process Automation Increasing Productivity with RoboticsCANARY 3-4 | FOS IT
The Fiscal Service and other federal agencies are testing robotic process automation to minimize repeatable manual operations in core financial management processes Learn about future trends in the financial industry along with potential applications that will transform the financial management community Senior leaders across agencies will share trends and discuss the priorities ahead This session will be of interest to the federal state and private sectors
M Craig Fischer Program Mgr Fiscal Service
AGA PDT 2018 | ORLANDO 15
Monday mdash AgendaGlossary on page 54Check PDT app for speakers
M108 OCFO of the Future mdash What Does It Look LikeCRYSTAL M-Q | FOS MGMT
What does the OCFO look like in the age of robotics Blockchain data analytics and cloud computing Attend this session to hear from an expert panel to learn what CFOs are doing to integrate new technology into their organizations and their roles
M Joe Kull Dir Guidehouse
M109 Taking Care of CustomersCRYTAL A-B | FOS PD
Customers are people too hellip and the reason you exist But when has anyone ever trained you to deal with them Take a moment to learn some elements of what it means to take care of customers with more stories and more energy thatrsquoll give you something to think about
M Mary Peterman Dep Chief Finance and Procurement AOUSC
1145 am ndash 1 pm
Luncheon and Awards CeremonyCYPRESS BALLROOM
1 ndash 150 pm
M110 Plenary Session Curing Adultitis mdash Your Prescription for Less Stress and More SuccessCYPRESS BALLROOM | FOS PD
Adultitis is an epidemic that is coming hard after us every day It infiltrates even the best environments producing stress and burnout Learn practical tips for reclaiming your passion bringing more fun and less stress to the job at hand
Jason Kotecki Artist Author Founder of Escape Adulthood
M Mark Easton Dep CFO ndash Comptroller DoD
205 ndash 320 pm
M111 Itrsquos a Disaster Before During and AfterCRYSTAL A-B | FOS ACC
Is your agency equipped for a disaster Hear from federal state and local officials about the challenges and best practices when preparing for responding to and accounting for disasters
M Mary Peterman Dep Chief Finance and Procurement AOUSC
M112 Governance Over Financial Statements IT Control RiskGRAND 9-11 | FOS ACCG
Join a panel of experts as they discuss key resources in the federal space In particular the experts will take a closer look at a management assessment framework for IT general controls in support of the annual assurance process and conclusions
M Scoey Alexander Sr Mgr Kearney amp Company
CGFMs donrsquot forget to wear red or apparel with the CGFM logo
on Tuesday to celebrate CGFM Day
16 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
M113 Lessons Learned from Real-life FraudsCRYSTAL C-F | FOS AUDG
This session will feature presentations of frauds committed by state and local governments Panelists will also discuss how the perpetrators circumvented controls or took advantage of the absence of controls
M Maribeth McCarthy Dir Bus Dev Mastercard
M114 Conducting Audits in Challenging EnvironmentsCRYSTAL K-L | FOS AUDG
Conducting audits in unique environments presents challenges Whether itrsquos in a remote village on the other side of the world in the middle of a disaster or at an unexpected location here at home mdash this session highlights some of these challenges and discusses strategies for overcoming them
M Sal Ercolano Sr Advisor Williams Adley
Follow us guidehouse_us linkedincomcompanyguidehouse-us
Introducing Guidehouse formerly PwC Public Sector oering the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected We invite you to learn more at guidehousecom
copy 2018 Guidehouse
Hi wersquore (not so) new here
AGA PDT 2018 | ORLANDO 17
Monday mdash AgendaGlossary on page 54Check PDT app for speakers
M115 DATA Act Opportunities to Become More Data-DrivenGRAND 12-14 | FOS FIN
Hear about steps Treasury and other federal agencies have taken to improve the quality of the data published on USAspendinggov and explore opportunities for federal state and local governments to use the data to improve performance and outcomes
M Aileen Burgman Sr Policy Analyst Treasury
M116 ldquoKnock Knock rdquo ldquoWhorsquos ThererdquoCRYSTAL H | FOS IT
New innovations in cognitive technology and authentication give government officials a better understanding of who is ldquoknockingrdquo at the door Through cognitive technology digital identity will not only allow government to more effectively and efficiently police access but it will enable citizens to safely electronically engage with government This session will explore digital identity and the new role it can serve as it moves from policing to enabling access
M Tony Hubbard Principal KPMG
M117 Governmentrsquos Blockchain Journey mdash Lessons LearnedCANARY 1-2 | FOS IT
Blockchain has potential to bring security efficiency and speed to a range of services and processes How should agencies look to incorporate Blockchain into the way they function today Panelists will share successes pain points and lessons learned from standing up solutions from Blockchain technology
M Christina Canavan Dir Deloitte
M118 CFO and CIOs 2018 Models for Synergy and SuccessCANARY 3-4 | FOS MGMT
CFO and CIO experts discuss the intersection of policies and management issues that impact them The session will also discuss how these leaders can work together to improve efficiency and transparency reduce risk and strengthen the workforce offering models for success
M Daniel Meers Natrsquol Leader Transformation RSM LLP
M119 The Art of Tinkering Tiny Ways to Transform EverythingCRYSTAL M-Q | FOS PD
Drive innovation achieve new levels of happiness and uncover hidden opportunities by learning the art of tinkering In times of uncertainty and change the small things really do make the biggest difference
M Lisa Casias Dep Asst Secrsquoy for Administration Commerce
320 ndash 4 pm
Coffee Break with ExhibitorsROYALSABALSAGO
More than one concurrent session you want to attend
Donrsquot forget recorded sessions will be archived and available for one year
18 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
4 ndash 515 pm
M120 Audit Tips for Federal Disaster Response EffortsCANARY 3-4 | FOS AUDG
Hear about lessons learned and advice for auditing federal disasters The panel will discuss prior audit findings recom-mendations and tips from previous audits Attendees will also learn insights from Emergency Management Oversight Teams
M Steve Rickrode Dep Asst IG for Audit USDAndashOIG
M121 Financial Audits or Performance AuditsCANARY 1-2 | FOS AUDG
Financial audits have been the backbone of audit shops in state and local government Recently though some of these organi-zations have redirected their efforts into performance audits to give legislators more information on how agencies are meeting their missions This session will explore the differences and similarities between these two audit models and which one could best serve your organization
M Gerry Boaz Tech Mgr TN Div of State Audit
M122 March of the Robots mdash Join the ParadeCRYSTAL H | FOS IT
Software robots or ldquobotsrdquo operate like humans and our understanding of them continue to rapidly evolve During this session the panel will explore experiences of three organizations now implementing intelligent automation solutions
M Kirke Everson Managing Dir KPMG
M123 Moving Federal Financials to the Cloud Two Case StudiesROOM CRYSTAL K-L | FOS IT
Remaining status quo when it comes to financial management systems can cost your agency time and money Join this session to hear from agencies who have eliminated barriers towards growth and moved their agencyrsquos financial management systems to a secure compliant agile and forward-thinking model
M John Nemoto VP Hybrid IT CGI Federal
M124 Swamped and Overwhelmed How to Cope with Data Overload CRYSTAL A-B | FOS MGMT
Agencies have amassed large volumes of data about business operations services and customers Few agencies though have fully tapped this resource to measure and improve performance This panel describes how data can better support federal agency performance management efforts
M Kris Naleszkiewicz Sr MgrndashFinance Analytics Lead Accenture Federal Services
M125 Leadership Gold NuggetsCRYSTAL M-Q | FOS PD
Participants will learn ldquogold nuggetsrdquo of leadership wisdom accumulated during decades of studying practicing and teaching leadership This session will include a panel discussion of these leadership fundamentals and their application in a variety of professional accountability careers
M Paul Barrett Professor Longwood Univ
AGA PDT 2018 | ORLANDO 19
Monday mdash AgendaGlossary on page 54Check PDT app for speakers
M126 What Caused My Risk GRAND 12-14 | FOS STAT
Root cause analysis is often a forgotten element of resolving issues because the focus tends to be more on correcting the issue than evaluating the cause This session will feature this proactive approach to problem resolution to help prevent issues from happening in the future
M Kenneth Donohue Former HUD IG
M127 Ethics in the WorkplaceCRYSTAL C-F | FOS BETH
This session will cover the components of ethical behavior as well as the need to maintain an ethical environment in the workplace Participants will learn tips and techniques to create and maintain an environment that is ethical and conducive to the mission of the organization
M Marsi Woody Financial Exec Officer Idaho State Police
M128 Citizen-Centric Reporting mdash Turning Data Into InformationGRAND 9-11 | FOS ACCG
Hear how AGArsquos Citizen-Centric Reporting (CCR) can be used as an electronic portal to an agency See examples of how agencies have taken enormous amounts of data found on government websites and turned it into pages of focused and easy to read information for the consumer and citizen
M John Lynskey Controller NSF
515 ndash 630 pm
Monday Event with ExhibitorsROYALSABALSAGO
20 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
Health and Dental benefits designed exclusively for federal employees retirees and their families
We stand by you
gehahealth
gehacom
8008216136
OR-ADS-0318-004
Health and Dental benefits designed exclusively for federal employees retirees and their families
We stand by you
gehahealth
gehacom
8008216136
OR-ADS-0318-004
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
See description on page 14
630 am ndash 4 pm
Registration Open
7 ndash 8 am
Continental Breakfast with ExhibitorsROYALSABALSAGO
8 ndash 915 am
T100 Plenary Session Leading from Any SeatCYPRESS BALLROOM | FOS PD
With real-world stories and insights from in and out of the cockpit Shannon Huffman Polson offers tangible leadership lessons for you to seek out your own targets and incorporate them into your own profession By examining leadership and situational challenges Shannon empowers others to lead and thrive in any dynamic environment
Shannon Huffman Polson Former US Army Captain and Pilot
M Doug Glenn AGA Immediate PNP
930 ndash 1020 am
T101 A Future Financial Reporting ModelCRYSTAL M-Q | FOS ACCG
Data and tools exist to provide consumable financial data to internal and external users by providing multiple ways of finding answers What if the data and tools were integrated into a digital model Join this session to learn how digitized data can reinvigorate the way we communicate and interact with financial information
M Tasha Austin Sr Mgr Deloitte
T102 Emerging Issues in State Government AccountabilityCRYSTAL C-F | FOS FIN
States often face many demands on their operation mdash coming from both a local and federal level This session will explore how two states are dealing with these pressures and what the future balancing act of demands looks like for them
M Melinda Miguel Dep IG AOC
T103 Leveraging Data Analytics Transforming Data Into Better DecisionsCRYSTAL H | FOS AUD
As data analytics become more commonplace in government agencies can leverage analytics tools to make better decisions and improve the effectiveness and efficiency of their programs This session will explore how analytics can be used to enhance decision-making
M Shivendra Verma Principal Grant Thornton LLP
PDT18 Follow us
AGACGFM
22 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T104 Implementing the Revised OMB Circular A-123 Appendix ACANARY 1-2 | FOS AUDG
This session will focus on the newly released revision to OMB Circular A-123 Appendix A Hear about the renewed focus on data quality planning as well as flexibilities provided around agency control activities
M David Zavada Sr Partner Kearney amp Company
T105 What Are Subrecipients Doing with Your MoneyGRAND 9-11 | FOS BMO
During this session attendees will hear what a subrecipient monitoring program should include
M Nasr Fahmy Asst Dir for Financial Assistance Oversight DHSOCFOFinancial Assistance Policy and Oversight
T106 Letrsquos Get Uncomfortable and Talk About Sexual HarassmentCANARY 3-4 | FOS HR
Victims of sexual harassment are speaking up and the alleged harassers are being exposed Join this important and timely session to learn what you can do to prevent sexual harassment in your workplace and create a safer work environment
M Karen Wilson Principal Public Sector Practice Guidehouse
T107 Hey Bot mdash What Can You Do for MeCRYSTAL K-L | FOS IT
Robotic Process Automation (RPA) has found its way into the government This session will discuss how federal agencies are currently using RPA and the potential for leveraging cognitive automation and artificial intelligence as the next steps in the intelligent automation process
M Adam Goldberg Exec Architect Fiscal Service
T108 Next Generation ERP Systems for Federal AgenciesGRAND 12-14 | FOS MGMT
This panel will examine ldquowhatrsquos nextrdquo for ERP systems at a time when many federal agencies need to modernize their financial systems This session will debate on-premise vs cloud single vendor vs best of breed agency owned and maintained vs shared services and outsourced support
M James Harris Finance and Enterprise Performance ndash Sr Mgr Accenture Federal Services
T109 Managing Large Complex Federally Funded Grants and ContractsCRYSTAL A-B | FOS SK
Increased scrutiny of large complex grants and contracts require agencies better assess their project risks develop mitigation strategies and monitor outcomes This session covers approaches to manage civilian and military construction projects measure earned-value and improve outcomes
M Bert Nuehring Partner Crowe LLP
AGA PDT 2018 | ORLANDO 23
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
930 ndash 11 am
Professional Ethics Board MeetingWASHINGTON
1020 ndash 11 am
Coffee Break with ExhibitorsROYALSABALSAGO
11 ndash 1150 am
T110 Innovations in Public PerformanceCRYSTAL K-L | FOS ACCG
Not surprisingly citizens want to know what they are getting for their tax dollars Panelists will discuss the performance measures and innovative techniques for engaging citizens developed by governments to help inform taxpayers
M Shivendra Verma Principal Grant Thornton LLP
T111 Setting the Foundation for TransparencyCRYSTAL A-B | FOS ACCG
This is a discussion of lessons learned from the first year of the DATA Act and next steps to improving transparency This session will discuss one agencyrsquos approach to successfully implementing the Act and next steps to improving its results
M Robert Shope Partner EY
T112 Federal Financial Audit Approach AlternativesGRAND 12-14 | FOS AUD
This session will share ideas identified by a federal CFO council workgroup to improve the nexus of costs benefits risks and burdens of the Agency Financial Report audit process
M Scott Bell Sr Staff Accountant Treasury
T113 How to Integrate Non-financial and Financial ReportingCRYSTAL M-Q | FOS AUDG
Explore how agencies leverage internal control over financial reporting organization structure knowledge and tools to address non-financial internal control requirements
M Jon Rymer Dir Lynch Consultants LLC
T114 Go Green From Overhead to Higher Training BudgetsCANARY 1-2 | FOS FIN
This session will discuss ways a department agency or business can decrease costs and allocate more resources towards employee training and professional development
M Chidilim Okonkno Systems Accountant NASA
T115 Where Did My Data Go and Why Should I CareCRYSTAL C-F | FOS IT
How have breaches and data disclosure incidents affected organizations from an economic and reputational perspective This session will discuss the impact of ransomware and other malicious attacks that restrict access to modify or delete your data
M Sarah Mirzakhani IT Principal CliftonLarsonAllen LLP
24 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T116 Application of Emotional IntelligenceCRYSTAL H | FOS PD
Everyone has dealt with ldquodifficultrdquo co-workers and individuals This session will explore how to handle different types of personalities by growing your own emotional intelligence
M Megan Gaillard Dir of Audit Palm Beach Co ndash OIG
T117 CFO SurveyGRAND 9-11 | FOS ACCG
This yearrsquos AGA CFO survey focuses on the tools and processes needed to help agencies address current budgetary challenges and mandates Join this session to hear the results of the online and in-person survey and discuss the findings with a panel of current and former CFOs
M Jim Taylor Managing Dir Grant Thornton LLP
copy 2018 Becker Professional Education Corporation All rights reserved
The knowledge you need to help prepare you for the next level of success
Becker Continuing Professional Education
Whether yoursquore a CPA CGFM CDFM DoD FMCIA CFE CMA or need GAGAS Becker offers Continuing Professional Education (CPE) tohelp meet your needs
With Becker CPE your accounting audit and fi nance professionals receive the timelyand relevant knowledge needed to help themstay ahead
Take advantage of our Subscription Program for unlimited use of Beckerrsquos CPE
+ Special rate forGovernment Agencies
+ Live Webcast and OnDemand formats(24x7 access)
+ Includes streaming videoand video courses
For more details on this program please visit agacgfmorgonlineCPE or contact John Gioeli at jgioelibeckercom
AGA PDT 2018 | ORLANDO 25
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T118 Letrsquos Get Uncomfortable and Talk About Sexual Harassment (repeat session)CANARY 3-4 | FOS HR
See description on page 23
M Karen Wilson Principal Public Sector Practice Guidehouse
1150 am ndash 1250 pm
Luncheon and Awards CeremonyCYPRESS BALLROOM See page 41
105 ndash 220 pm
T119 Certified Government Financial Manager (CGFM)CRYSTAL A-B | FOS PD
Discover the value of the CGFM designation Participants will hear from colleagues on why they pursued this certification and how it has helped advance their careers and distinguish them from others in their field You will also learn tips for preparing for the three CGFM exams
M Katya Silver Dir of Professional Certification AGA
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
T120 Leadership Ethics and Decision Making in Early AuditsCRYSTAL K-L | FOS BETH
Everyone is faced with various levels of ethical dilemmas at work and leadership can often create a culture that promotes unethical behavior without realizing the consequences Join this session to explore how ethics are integral to the behavior of employees and the impact of the behavior on early audits
M Robert Hart Sr Mgr EY
T121 Disrupting Improper PaymentsCRYSTAL H | FOS IT
Preventing improper payments is a government-wide challenge Join this session to learn how to make significant improvements and leverage disruptive technology to promote data sharing recipient authentication and encourage stakeholder collaboration Panelists will share best practices and explore ways to address root causes
M Steven Bernstein Exec Dir Electronic Payments Product Exec JP Morgan Treasury Svcs
T122 Fraud in Federal Assistance ProgramsCRYSTAL C-F | FOS AUDG
This session will give attendees an in-depth look at how fraud in federal programs was handled by state agencies federal grantors and state prosecutors This topic will explore case studies on the Summer Food Service Program and the Child and Adult Care Food Program
M Jeff Hart AGA PNP
Like us on
26 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T123 AGArsquos Grant Survey Improving Grantee ComplianceGRAND 12-14 | FOS MGMT
Recognizing challenges with grantee compliance AGA conducted a nationwide survey of federal grant recipients on implementation issues related to the Uniform Guidance (2 CFR 200) This session will focus on strategies and activities to address the most troubling areas identified by respondents
M James McKay Principal SME Grants Management Line of Business KGS
T124 Agency Risk Profile Lessons Learned and ValueCANARY 1-2 | FOS MGMT
This session will focus on agenciesrsquo experience from their A-123 Risk Profile definition process This session will include discussion of lessons learned outcomes achieved and value created
M Daniella Datskovska Dir ERM and Internal Control TFC Consulting Inc
Helping you succeed is ours Learn more at KPMGcomusfederal
Anticipate tomorrow Deliver today
copy 2017 KPMG LLP a Delaware limited liability partnership and the US member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (ldquoKPMG Internationalrdquo) a Swiss entity Some of the services or offerings provided by KPMG LLP are not permissible for its audit clients or affiliates NDPPS 677263
Your business is serving the public
AGA PDT 2018 | ORLANDO 27
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T125 Conflict in the Workplace Surviving and ResolvingCRYSTAL M-Q | FOS PD
Explore the types and causes of conflict in the workplace Participants will learn how to handle and manage conflict in the workplace Experts will share techniques for dealing with co-workers supervisors and staff in various situations involving both positive and negative conflicts
M Peggy Javery Acting Assoc CFO USDA
T126 FASAB Update Leases and More to ComeCANARY 3-4 | FOS ACCG
Hear from FASAB staff about recently-issued standards open proposals and proposals under development FASAB staff will discuss implementation of the new standards Additionally insights regarding new developments will be shared along with tips to help you prepare
M Wendy Payne Exec Dir FASAB
105 ndash 325 pm
EXEC2 AGA Digital Executive Session (invitation only)GRAND 9-11 | FOS IT
Learn about emerging technologies that may soon change the way you support your organizationrsquos mission Understand priorities challenges issues and opportunities from government leaders Engage in a highly interactive and engaging discussion on the latest strategies for digital transformation and exchange ideas and solutions with colleagues that you can bring back to your organization
M Kevin Greer VP CGI Federal
235 ndash 325 pm
T127 Medicaid The Elephant in the RoomCANARY 3-4 | FOS ACCG
Medicaid is a critical service in the lives of millions of Americans It is also a major expense for both federal and state entities This session will explore the ways that federal managers and state auditors are collaborating to make sure that these allocated dollars are spent wisely
M Kinney Poynter Exec Dir NASACT
T128 Path to Auditability Implementing New FASAB StandardsCANARY 1-2 | FOS ACCG
This session will provide an understanding of SFFAS 48 Opening Balances for Inventory Operating Materials and Supplies Stockpile and SFFAS 50 Establishing Open Balances for General Property Plant and Equipment and discuss tips for successful implementation Additionally participants will hear about implementing the standards mdash including the pitfalls and best practices for success
M Eveka Rodriguez Partner Grant Thornton LLP
T129 Data Analytics for FraudCRYSTAL A-B | FOS AUDG
Proactive data monitoring and use of data analytics can prevent your entity from being subject to a public fraud This session will show attendees how proactive data analysis techniques and tools can save money prevent bad publicity and detect fraud faster with fewer resources
M Sarah Hays Programming Dir Data Coalition
28 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T130 Planning for Federal Funding DecreasesCRYSTAL C-F | FOS FIN
State and local governments federal funding sources are always in flux This session will feature a panel of state and local government leaders discussing what plans they have in place in the event of a reduction of federal funds
M Lealan Miller AGA FMSB Chair
T131 My Data Was Just BreachedCRYSTAL K-L | FOS IT
Access to data is key to effective analytics However with recent data breaches security standards around data transfer and storage have tightened This session discusses steps to follow to ensure secure handling of data in analytics programs
M Phil Magrogan COO Immersion Consulting
MAKES A DIFFERENCE
Find the six dierences in the two photos Present at booth 202 for your prize
2677 Prosperity Avenue Suite 100 Fairfax Virginia 22031 wwwkforcegovcom Kforce_govKGS
RISKMANAGEMENT
COMPLIANCE ampAUDIT SERVICES
GRANTSMANAGEMENT
FINANCIALIMPROVEMENT
FINANCIALTECHNOLOGY
AGA PDT 2018 | ORLANDO 29
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T132 Communicating Effectively Skills and TechniquesCRYSTAL M-Q | FOS COMS
Improve your communication skills with colleagues customers supervisors and staff mdash and learn how to adjust styles based on with whom you communicate verbally vocally and visually This interactive session will address the needs concerns and frustrations of communicating effectively in todayrsquos workplace
M Dave LeBlanc SVP-at-Large AGA
T133 The Presidentrsquos Management Agenda and the Uniform GuidanceCRYSTAL C-F | FOS MGMT
The Presidentrsquos Management Agenda (PMA) was released in March 2018 This session will discuss the PMA Cross Agency Priority (CAP) Goal 8 Results-Oriented Accountability for Grants This session will also discuss the connectivity between OMBrsquos Uniform Guidance the PMA and the future vision for the world of grants
M Charles Hester InstructorConsultant AGA RVPndashWest Coast Region
325 ndash 405 pm
Coffee Break with ExhibitorsROYALSABALSAGO
330 ndash 545 pm
Young Professionals RoundtableMIAMI | FOS PD
Hear what accomplished leaders deem essential success factors for young professionals in todayrsquos ever-changing and challenging government financial management environment Interactive QampA will focus on leadership networking communication mentorship advancement and change management Speed networking session immediately follows for participants
405 ndash 455 pm
T134 Uniform Guidance Year Three mdash What You Still Donrsquot KnowCANARY 1-2 | FOS AUDG
The Uniform Guidance has been in effect for more than three years yet there are still several aspects to implement This presentation will explore those topics as well as best practices identified over the past three years
M Lealan Miller AGA FMSB Chair
T135 Protect Taxpayer DollarsGRAND 12-14 | FOS AUDG
Government vendors have larger and more contractual requirements which can lead to greater need for vendor audits Join this session to explore how vendors are audited to make sure they provide the government with the full set of contracted services and ultimately protect taxpayer dollars
M Kim Farington CFO FirstNetHave session ideas
for PDT 2019Join the PDT technical
committee email meetingsagacgfmorg
30 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
ARE YOU READY
cohnreznickcomindustriespublic-sector
CohnReznick helps forward-thinking public sector organizations address stringent regulatory requirements strengthen risk managementand achieve their business goals
Visit Us at Booth 302
T136 Improving Federal Government Employee MoraleCRYSTAL M-Q | FOS HR
What resources are available in the federal government structure to keep employees engaged and satisfied Are there things that the finance community can and should be doing to support employee morale in their agencies This session will explore how government offices can make changes that can result in higher productivity and employee engagement
M Anthony Scardino Dep Under Secrsquoy and Dep Dir USPTO
T137 Process Robotics Building Finance Bots LIVECRYSTAL A-B | FOS IT
Hear from digital labor experts about how operations improvements with robotics and cognitive solutions can drive greater efficiency cost management and employee morale This session will also feature a live demo of digital labor currently in action at a federal agency
M Chris Huff US Public Sector RPA Lead Deloitte Consulting LLP
AGA PDT 2018 | ORLANDO 31
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T138 Be Our Guest Magical Service for Finance CustomersCRYSTAL C-F | FOS MGMT
Disney has legendary customer service Hear about the practices taught by the Disney Institute and learn how you can deliver world-class financial accounting and audit services in your own organization
M Reed Waller Asst Dir Financial Management Initiatives Group DOJ
T139 Next Generation Leaders New Skills and New NeedsCRYSTAL H | FOS PD
Much has been discussed about millennials in the workplace but what are the keys to building the younger generation into effective leaders This session will explore how their immersion in technology gives them strengths and challenges when taking on new responsibilities as leaders in the federal workplace
M Doreen Shute Managing Principal CliftonLarsonAllen LLP
T140 Program Evaluation mdash Letrsquos Tell the TruthCRYSTAL K-L | FOS MGMT
This session will discuss the benefits of conducting program evaluations to determine program effectiveness support data analyses and make informed budget decisions Hear from federal state and local representatives who have conducted program evaluations and learn how the results were used
M Robert Tuccillo CFO Federal Transit Administration
T141 Look No Further Intergovernmental Job Aids to the RescueGRAND 9-11 | FOS ACCG
Learn about available tools guides and job aids for all levels of government developed by AGArsquos Intergovernmental Partnership (IP) program During this session government leaders will showcase tools and other resources available on AGArsquos website (wwwagacgfmorgtools-resources)
M Clark Partridge State Controller AZ
405 ndash 530 pm
Corporate Partner Advisory Group (CPAG) MeetingNEW ORLEANS
CPAG representatives and those from organizations interested in joining the program are invited to participate in this annual business meeting This meeting is an excellent opportunity to network with other corporate partner representatives and learn how to maximize your organizationrsquos partnership with AGA
8 ndash 10 pm
AGA Networking ReceptionMARRIOTT HOTEL LOBBY BAR
Join us for some after-dinner networking and socializing
32 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
See description on page 14
630 am ndash 4 pm
Registration Open
715 ndash 815 am
National Awards BreakfastCYPRESS BALLROOM
820 ndash 910 am
W100 Plenary Session OMBTreasuryDoD UpdateCYPRESS BALLROOM | FOS ACCG
David Lebryk Fiscal Asst Secrsquoy Treasury
David Norquist Under Secrsquoy of Defense (Comptroller) CFO DoD
Tim Soltis Dep Controller OMB
M Ann Ebberts CEO AGA
910 ndash 10 am
W101 Plenary Session Innovate the Way You InnovateCYPRESS BALLROOM | FOS PD
Learn how to create a culture of innovation within your organization Mr Shapiro will highlight how to use a challenge-centered approach to measure innovation the process of experimentation and how to maximize return on investments
Stephen Shapiro Innovation Expert
10 ndash 1030 am
Coffee BreakCRYSTAL FOYER
1030 ndash 1145 am
W102 One on One with GASB mdash An UpdateGRAND 9-11 | FOS ACCG
Meet with members of the GASB to receive the most up-to-date information regarding GASB standards exposure drafts and other projects that affect governments and their auditors
M Lealan Miller AGA FMSB Chair
W103 DoD Audit UpdateCANARY 1-2 | FOS AUD
This session will focus on the major audit and financial improvement activities underway across DoD
M Bryan Nelms Principal Kearney amp Company
W104 Understanding and Using the New Service Organization Control ReportsCANARY 3-4 | FOS AUDG
This session will discuss the significant changes underlying the new service organization control reports issued under AT-C 320 (formerly SSAE 16)
M Asif Khan Dir FM and Assurance GAO
W105 Managing in the Changing Workplace EnvironmentCRYSTAL A-B | FOS HR
Hear about the techniques and tools available to managers to maintain a team-building environment with a significant number of employees teleworking
M Thalia Melendez Dir of Audit Svcs NY State Educ Dept
AGA PDT 2018 | ORLANDO 33
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W106 Data All Around Us mdash CFOrsquos Move to a New NormalCRYSTAL M-Q | FOS IT
Advanced data analytics have turned data into powerful insights to manage programs and enhance the citizen experience as never before This session will explore how the availability of data is changing the role of the CFO
M Jorge Asef-Sargent Partner KPMG LLP
W107 How Emerging Technologies Will Transform Payments and CollectionsCRYSTAL K-L | FOS IT
Payments and collections are fertile ground for emerging technologies Artificial intelligence robotics Blockchain big data and the continued digitization of commerce will continue to transform payments and collections Panelists will share their futurist views of the payments and collections landscape
M Joe Hussey Managing Dir JP Morgan Treasury Services
W108 Cloud Enterprise Reporting mdash The FIRST FrontierCRYSTAL C-F | FOS IT
This session will explore cloud enterprise reporting Attendees will learn how to utilize the cloud to streamline external reporting by ingestion data centrally and then maximizing the utility of data to enhance integrity and inform management decisions
M Demek Adams Principal Grant Thornton LLP
W109 Annual Womenrsquos Forum Leading in Life and CareerCRYSTAL H | FOS PD
Empowered women are a cornerstone of effective government and a more competitive federal state and local workforce of the future Join this powerful annual convening of women leaders in accounting finance and technology as they discuss their journey and careers with high-impact and meaning
M Tracey Walker Natrsquol Dir Govt Affairs Culture Diversity and Inclusion RSM US LLP
W110 Federal Financial Standards Will We Get ThereGRAND 12-14 | FOS ACCG
Department of the Treasuryrsquos Office of Financial Innovation and Transformation (FIT) is defining federal financial standard references to promote innovation a common knowledge base and processes to improve interoperability of federal systems Join this session for an update on FITrsquos work and the expected benefits of this initiative
M Marshall Henry FM Program Manager Treasury Fiscal Service
1145 am ndash 1245 pm
National Awards LuncheonCYPRESS BALLROOM
1 ndash 2 pm
Financial Management Standards Board MeetingWASHINGTON
34 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1 ndash 215 pm
W111 Conducting Effective Assessments of Internal ControlsCRYSTAL K-L | FOS ACCG
This session will introduce participants to key concepts issues and standards necessary to design and implement policies to achieve the organizationrsquos objectives
M Sefton Boyars ConsultantTrainer Sefton Boyars CGFM CPA
W112 New Fraud Fighters Cryptocurrencies Blockchain and Secure TransactionsCRYSTAL C-F | FOS AUD
Government is inherently a transactional business From deeds to disbursements the quantity of documents governments maintain on paper and digital image continues to grow Criminals are abusing the current processes to commit fraud at an increasing rate Learn how you can use Blockchain to disrupt and combat fraud
M Jay Schulman Principal RSM US LLP
W113 Data Visualization mdash Using Geographic Information Systems as an Audit ToolGRAND 9-11 | FOS AUDG
Geographic Information Systems (GIS) are increasingly being utilized as a tool to present audit information Learn from experts on how recipients of government services using GIS provides a wealth of audit opportunities
M Gwendolyn Sewell Chief Mission Compliance and Audit ReadinessAccounting Air Force
W114 Finance 2020 Embracing the Changes to ComeCRYSTAL A-B | FOS MGMT
What is the role of CFOs and senior finance staff in this rapidly changing digital world This session will explore the evolution in the field from an expense control spreadsheet-driven and retrospective reporting center into a predictive analytics powerhouse
M Scott Quehl Sr Principal Accenture Federal Services
W115 Quality Management ConfrontationGRAND 12-14 | FOS MGMT
How do you optimize resources and maximize efficiency Join our panel of experts as they discuss various topics in performance management and answer questions such as ldquoHow is quality management implemented throughout an organizationrdquo and ldquoHow do you view and plan around resource allocationrdquo
M Wayne Ference Partner Castro amp Company LLC
W116 Enterprise Risk Management Stories from the Front LinesCRYSTAL H | FOS MGMT
For the past two years agencies have been working to implement the changes made to OMB A-123 This session will feature feedback from agency risk officers on whether ERM is living up to expectations
M Tom Carroll CFO AOC
AGA PDT 2018 | ORLANDO 35
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W117 Leadership Keys to SuccessCRYSTAL M-Q | FOS PD
Gain perspective from a senior leader in government about how you can make a difference in your organization This entertaining session will cover how to develop people build trust cultivate relationships and communicate more effectively Leadership is possible at any level of government
M Mary Peterman Dep Chief Finance and Procurement AOUSC
W118 Building an Optimal Analytics-Driven Program Integrity OfficeCANARY 1-2 | FOS MGMT
With the passage of the Fraud Reduction and DATA Act agencies are under increased pressure to have effective program integrity offices that leverage data analytics and focus on outcomes Hear best practices found from a comprehensive pilot project conducted at the VA
M Linda Miller Dir Grant Thornton LLP
W119 Competencies The Thread that BindsCANARY 3-4 | FOS HR
DoD like other agencies is required by law to develop functional competencies to use in strategic workforce planning The DoD FM community developed 24 enterprise-wide FM competencies Learn how these competencies serve as the thread which binds the FM workforce development portfolio into a coherent strategic plan which guides career development
M Jansen Sauvageau SVP PNC Bank
230 ndash 3 pm
AGA National President Gavel ExchangeCYPRESS BALLROOM
3 ndash 4 pm
W120 Closing Plenary Session Shift Your Brilliance Leading Amidst UncertaintyCYPRESS BALLROOM | FOS PD
This session will teach participants how to solve problems get out of the past and think like a leader of the future You will develop an enhanced sense of perspective understand where you shine and learn how to lead without a title to create effective change
Simon Bailey Author amp Inspirational Coach
M John Lynskey AGA 2018ndash2019 National President
6 ndash 11 pm
Presidentrsquos Appreciation ReceptionROYALSABALSAGO
Join us as we celebrate and thank 2017ndash2018 AGA National President Jim Arnette for his service and contributions to AGA and the financial management community
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CMY
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PDT AD Brain 2018pdf 1 51618 217 PM
36 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
C
M
Y
CM
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CMY
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PDT AD Brain 2018pdf 1 51618 217 PM
AGA PDT 2018 | ORLANDO 37
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
Please join us in thanking our sponsors for their generous support of AGArsquos 2018 Professional Development Training
PLATINUM SPONSORS
Accenture Federal ServicesVIRTUAL EXPERIENCE
Rowan MirandaManaging Dir CFO Advisory Practice Leadrowanamirandaaccenturefederalcomwwwaccenturefederalcom
Accenture Federal Services a wholly owned subsidiary of Accenture LLP is a US company with offices in Arlington Va Accenturersquos federal business has served every cabinet-level department and 30 of the largest federal organizations Accenture Federal Services transforms bold ideas into breakthrough outcomes for clients at defense intelligence public safety civilian and military health organizations
Grant Thornton LLPTOTE BAGS
Robert SheaPrincipal Global Public Sectorrobertsheausgtcomwwwgranthorntoncompublicsector
Grant Thornton LLP the US member firm of Grant Thornton International is one of six global accounting tax and business advisory organizations Our Global Public Sector based in Alexandria Va is a management consulting business providing responsive and innovative financial performance management and systems solutions to governments and international organizations
GOLD SPONSORS
CGIDIGITAL EXECUTIVE SESSION
Kevin GreerVP Mgmt Consulting KevinGreercgifederalcomwwwcgifederalcomusfederal
A global leader in IT business process and professional services CGI partners with federal agencies to provide end-to-end solutions for defense civilian and intelligence missions Since 1976 we have delivered quality services to help clients achieve results at every stage of the program product and business lifecycle
38 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CliftonLarsonAllenBADGE HOLDERS
Doreen ShuteManaging Principal Fed Govt SvcsDoreenShuteCLAconnectcomwwwCLAconnectcom
CLA is a professional services firm delivering integrated advisory outsourcing and public accounting capabilities to help clients succeed professionally and personally Our practice group members are recognized industry experts and established leaders in the government community We focus on active engagement in the industry a sentiment beyond meeting requirements and standards
DeloitteWATER BOTTLESHYDRATION STATIONS
Colin Duncan Managing Dircoduncandeloittecom wwwdeloittecomusfederal
Deloittersquos Government and Public Services practice consists of more than 12000 professionals across the country serving federal state and local government and higher education clients across consulting and advisory functions bring fresh perspective mdash from inside and outside government mdash to help solve our nationrsquos biggest challenges We bring insights from our client experience and research to drive bold and lasting results People Ideas Technology and Outcomes mdash all Designed for Impact
EYAGA EXECUTIVE SESSION
Bill ColbertPartner PI Financebillcolberteycomwwweycomgovpublicsector
The Government and Public Sector practice of Ernst amp Young LLP provides a full range of consulting and audit services leveraging our experience with both government and commercial clients We deliver real change and measurable results through our diverse high-performing teams operational know-how from across our global organization and bold ideas tailored to each clientrsquos unique mission
AGA PDT 2018 | ORLANDO 39
GOLD SPONSORS (continued)
GuidehouseMONDAY LUNCHEON
Christina VanecekMarketing Mgrcvanecekguidehousecomwwwguidehousecom
Guidehouse formerly PwC Public Sector provides management technology and risk consulting to clients around the world through more than 1600 professionals in 20 locations Now as Guidehouse we offer the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected
Kearney amp CompanyPHOTO BOOTH
Erika SteiningerPartneresteiningerkearneycocomwwwkearneycocom
Kearney amp Company a CPA and consulting firm exclusively serving the Federal Government takes pride in its ability to assist agencies in meeting business objectives and complying with complex requirements Practice areas include Financial Reporting and Accounting Support Internal ControlsA-123 Financial Services Financial Healthcare Services Advisory Services and Program Management
KPMG LLPHOST COMMITTEE SHIRTS MONDAY BREAKFAST
Diane DudleyPartner-in-Charge Fed Auditddudleykpmgcomwwwkpmgcom
For more than 100 years KPMG LLP has assisted the government in the civilian defense and intelligence sectors Today we help these organizations adapt to new environments by working with them to transform business models leverage data protect information assets and provide assurance services while focusing on their mission
40 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
CPAG Small Business CommitteeTUESDAY LUNCHEON
Dedicated members of AGArsquos Small Business Committee are proud to sponsor the 2018 PDT Tuesday Awards Luncheon Thank you to 2nd Wave Castro amp Co Immersion RMA Associates TFC Consulting Trilogy Federal and Watkins Government Services
Get Inspired During PDTthen submit your best practices to the Journal of Government Financial Management by Sept 1 2018
Learn more and view the 2018ndash2019 editorial calendar at wwwagacgfmorgjournal
SILVER SPONSORS
JP MorganTUESDAY BREAKFAST
Denise PetittaExec DirDenisePetittajpmorgancomwwwjpmorgancom
JP Morgan is a premier corporate and investment bank with a full suite of global financial services and capabilities Our clients include the worldrsquos most important corporations governments financial institutions pensions sovereign wealth organizations states and municipalities we offer strategic advice and deliver banking services in more than 100 countries
AGA PDT 2018 | ORLANDO 41
SILVER SPONSORS (continued)
RSM US LLPPDT APP amp WIFI
Mary GoldsmithFed Bus Dev Dirmarygoldsmithrsmuscomwwwrsmuscom
RSM US LLP provides risk financial and technology management consulting services to the public sector We are an inclusive enterprise and support AGA CPAG and Womenrsquos forum We help federal state and local entities improve performance through a comprehensive understanding of their business models internal processes objectives and daily realities
BRASS SPONSORS
Automation AnywhereSTANDING SIGN
Sharon OrsquoNeillHead of Americas Field Marketingsharononeillautomationanywherecom wwwautomationanywherecom
Automation Anywhere is the global leader in enterprise-grade comprehensive Robotic Process Automation software including Cognitive and real-time analytics Over 1000 of the worldrsquos largest brands use our platform to create and manage their Digital Workforce and scale their business processes faster with near-zero error rates while dramatically reducing operational costs
Crowe LLPTUESDAY AM COFFEE BREAK
Bert NeuhringRisk Consulting Partnerbertnuehringcrowecomwwwcrowecom
Crowe LLP is a public accounting consulting and technology firm with offices around the world Crowe uses its deep industry expertise to provide audit services to public and private entities The firm and its subsidiaries also help clients make smart decisions that lead to lasting value with its tax advisory risk and performance services
42 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
BRASS SPONSORS (continued)
MastercardMONDAY AFTERNOON COFFEE BREAK
MariBeth McCarthyVP Bus Leadermaribeth_mccarthymastercardcomwwwmastercardcom
Mastercard (NYSE MA) is a technology company in the global payments industry We operate the worldrsquos fastest payments-processing network connecting consumers financial institutions merchants governments and businesses in more than 210 countries and territories Mastercardrsquos products and solutions make everyday commerce activities easier more secure and more efficient for everyone
PNC BankDIRECTIONAL SIGNAGE
Lauren GradwellAccount MgrLaurengradwellpnccomwwwpnccomideas
PNC is one of the nationrsquos largest financial services organizations providing retail and business banking residential mortgage banking specialized services for corporations and government entities including corporate banking treasury management real estate finance asset-based lending wealth management and asset management We are focused on delivering ideas insight and solutions to our clients to help them maximize the value of their business
Williams AdleyMONDAY MORNING COFFEE BREAK
Melinda BuckBus Dev Leadmbuckwilliamsadleycomwwwwilliamsadleycom
Williams Adley is one of the countryrsquos premier certified public accounting and management consulting firms Our diverse knowledge backgrounds and subject-matter expertise help a wide variety of government agencies and businesses achieve their financial program and information technology goals
AGA PDT 2018 | ORLANDO 43
MEDIA SPONSORS
Government Matters
John Meyer Managing DirjmeyerGovMatterstv wwwGovMatterstv
Government Matters is a television news program dedicated to providing non-partisan information and analysis to federal managers contractors and those supporting the federal marketplace The program airs weeknights in Washington DC on NewsChannel 8 Sunday Mornings on ABC 7 and worldwide on the American Forces Network (AFN)
GOVERNING
Meg Keller Dir of Marketingmkellergoverningcomwwwgoverningcom
For 25 years GOVERNING has been the only publication dedicated to providing the information insight and inspiration state and local leaders need to govern effectively Subscriptions for most state and local government professionals are free as is attendance at most GOVERNING events
Route Fifty
Hilery Sirpis Publisherhsirpisgovexeccomwwwroutefiftycom
Route Fifty a new digital publication and events brand from Atlantic Mediarsquos Government Executive Media Group connects leaders and ideas advancing state and local governments with news insight and resources It facilitates sharing of best practices and ideas among those creating government programs policies and institutions for the 21st century
44 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Play AGArsquos Exhibitor Hunt and win big prizes
including FREE registration to an
upcoming AGA training event
View CPEs Earned
Visit httpsessions ats-leads comagapdt2018 and enter your badge number to view CPEs earned during PDT
Note Only CPEs earned from previous day(s) can be viewed
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VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
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MAIN
VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
MAINENTRANCE
Stop by PDT 2019 Booth 102
Relax RechargeGet a free massage
46 AGACGFM | PDT18
Exhibit Hall Floor Plan
Exhibitors by Booth Number
Company Name Booth
Infor 100 Bureau of the Fiscal Service 101Audimation Services 104American Society of Military Comptrollers 106Kearney Photo Booth 107Graduate School 108 Sehlke Consulting LLC 200Guidehouse 201Kforce Government Solutions Inc 202mLINQS LLC 203RSM US LLP 207GrantSolutions 209ACL Services Ltd 300Williams Adley 301CohnReznick Government 302AOC Solutions 303CGI Federal 306Virtual Experience with Accenture 307Savantage Solutions 308TeraThink Corporation 400Lynch Consultants LLC 401Interior Business Center 402GEHA 403
Company Name Booth
IFAS LLC 407TFC Consulting Inc 409Grant Thornton LLP 500RMA Associates LLC 501Castro amp Company LLC 503KPMG LLP 506AGA Community Service amp Silent Auction 507Kearney amp Company 600EY 601AGA 607J P Morgan 701FI Consulting 703CliftonLarsonAllen LLP 706MorganFranklin Consulting 707Becker Professional Education 709Management Concepts 800Qlik Tech Inc 801U S Army Financial Management Command 802The MIL Corporation 805Immersion Consulting 806Automation Anywhere 809
ACL Services LtdBOOTH 300wwwaclcom
ACL is a global software company with innovative solutions for public sector professionals to keep processes in check and provide higher levels of assurance through team-based analytic approaches ACLrsquos platform has helped over 250 government offices globally to bolster compliance manage risks and assure effective governance Learn more at our booth and wwwaclcom
AGABOOTH 607wwwagacgfmorg
AGA is the member organization for government financial management professionals We lead and encourage change that benefits our field and all citizens Our networking events professional certification publications and ongoing education help members build skills and advance their careers Learn about our thought-leadership library online tools CGFM designation and more
AGA PDT 2018 | ORLANDO 47
Exhibitor Appreciation AGA Corporate Partner
AGA Community Service amp Silent AuctionBOOTH 507
Buy tickets and bid for great prizes in our silent auction including gift certificates gift baskets sports memorabilia vacations and more Proceeds support AGArsquos National Community Service Fund the American Cancer Society the American Heart Association the Humane Society and Habitat for Humanity Winners posted daily present the winning ticket to claim your prize
AGA New Orleans ChapterBACK OF EXHIBIT HALLwwwagacgfmorgneworleans
Stop by our booth to learn more about New Orleans and plan your trip to PDT 2019 scheduled for July 21ndash24 2019 You might win a free PDT 2019 registration
American Society of Military Comptrollers BOOTH 106wwwasmconlineorg
ASMC is the non-profit educational and professional organization for persons military and civilian in the overall field of military comptrollership ASMC promotes the education and training of its members and supports the development and advancement of the military comptrollership profession The society provides professional programs to keep members abreast of current issues and encour-ages the exchange of information techniques and approaches
AOC SolutionsBOOTH 303wwwaocfederalsolutionscom
AOC Solutions Inc is a Service-Disabled Veteran-Owned Business providing financial management federal accounting audit readiness support and technology services AOC thought leaders are dedicated to helping agencies identify better ways to analyze accounting and financial data for cost reduction and increased efficiency
Audimation ServicesBOOTH 104wwwaudimationcom
Audimation Services Inc is the US distributor of CaseWare IDEAreg a powerful user-friendly data analytics software tool designed to help profes-sionals extend auditing capabilities detect fraud and meet documentation standards We specialize in helping organizations streamline audits simplify data acquisition and improve business processes
Automation Anywhere BOOTH 809
See write-up on page 42
Becker Professional EducationBOOTH 709wwwbeckercom
Do you need CPE for CGFMreg CPA or the new DoD FM Certification Come ask about our Government Family Offer Nearly half a million professionals have advanced their careers through our CPE programs including CPA Exam Review PMPreg Exam Review Cybersecurity Six Sigma and more And be sure to check out our new program for Certified Anti-Money Laundering Specialists (CAMS)
Bureau of the Fiscal ServiceBOOTH 101wwwfiscaltreasurygov
The Bureau of the Fiscal Service serves as a catalyst for transforming the way the federal government manages finances and delivers shared services Our passion is improving financial management and shared service delivery through efficient and effective operations and through guidance and assistance to others
48 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Castro amp Company LLCBOOTH 503www castroco com
Headquartered in Washington DC Castro amp Company is an audit advisory and accounting services CPA firm with a strong federal customer focus We are a Minority-Owned Small Business offering the personalized services of a small firm with the full resources and quality expected from a larger CPA firm
CGI FederalBOOTH 306
See write-up on page 38
CliftonLarsonAllen LLPBOOTH 706
See write-up on page 39
CohnReznick GovernmentBOOTH 302www cohnreznick com
CohnReznick Government provides audit accounting and financial management compliance risk and integrity monitoring program and project management and disaster response and recovery Our comprehensive project management approach provides clients with reliable processes and delivers accounting insights to help government organizations improve communication administer fiscal and operational strategies and meet compliance requirements
EYBOOTH 601
See write-up on page 39
FI ConsultingBOOTH 703www ficonsulting com
FI Consulting develops effective practical solutions to help federal agencies achieve their missions while operating efficiently managing risk and adapting to a changing policy environment We apply our core strengths in Data Analytics Modeling and Technology to gain program performance insight manage risk improve operations and better deliver mission
GEHABOOTH 403www geha com
GEHA provides medical and dental plans through the FEHB and FEDVIP programs for more than 18 million federal employees retirees and their families GEHA members receive year-round vision and hearing benefits plus other discounts For more information please stop by our booth or visit gehacom and gehadentalcom
Graduate SchoolBOOTH 108www graduateschool edu
Graduate School USA provides a wide range of learning opportunities in formats accessible to adult learners everywhere through training continuing education courses executive and leadership development and credit offerings For professionals in the government auditing and financial management community we offer a comprehensive curriculum taught by leading practitioners
Grant Thornton LLPBOOTH 500
See write-up on page 38
AGA PDT 2018 | ORLANDO 49
GrantSolutionsBOOTH 209www grantsolutions gov
GrantSolutions supports Federal agencies throughout the grants lifecycle mdash from pre-award planning through application award and closeout Our service finds solutions for shared mission needs across agencies while incorporating unique business and regulatory processes for grant programs GrantSolutions is an OMB-selected grants business leader providing end-to-end innovative grants management services dedicated to advancing the mission of Federal agencies
GuidehouseBOOTH 201
See write-up on page 40
IFAS LLCBOOTH 407www ifas-llc com
IFAS is an 8(a) Service-Disabled Veteran-Owned Small Business Woman-Owned Small Disadvan-taged Business providing Program Management Business and Finance Operations Integrated Logistics and IT Support Services to meet specific needs of our clients We provide geographically dispersed support available when and where you need us
Immersion ConsultingBOOTH 806www immersioninc com
Immersion Consulting a Service-Disabled Veteran-Owned Small Business headquartered in Annapolis Md provides business management and technology consulting to government nonprofit and commercial clients Founded in 2004 we specialize in program management financial management technology services and training Our mission provide clients with actionable business solutions that yield sustainable results
InforBOOTH 100www infor com
Infor Public Sector solutions streamline financial management across multiple systems With more than 25 years of public sector experience Infor helps you meet organization demands including budget and audit readiness performance management and financial control with flexible solution deployment options to help you operate more quickly and efficiently
Interior Business CenterBOOTH 402www doi govibc
The Interior Business Center one of several OMB-approved interagency shared-service providers offers acquisition financial manage-ment and HR under a fee-for-service full cost recovery business model By assisting multiple federal organizations IBC can leverage resources to share economies and efficiencies with external customers and our parent agency the US Department of the Interior
JP MorganBOOTH 701
See write-up on page 41
Kearney amp CompanyBOOTH 600
See write-up on page 40
Kforce Governnment Solutions IncBOOTH 202www kforcegov com
Kforce Government Solutions Inc (KGS) provides management and technology solutions to Federal Government and State and local agencies We deliver customized solutions across financial management organizational transformation and IT to solve our clientsrsquo most complex mission and business challenges KGS also offers the innovative TraumaFXreg line of medical training manikins
50 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
KPMG LLPBOOTH 506
See write-up on page 40
Lynch Consultants LLCBOOTH 401www lynchconsultants com
Lynch Consultants provides strategic financial and program advisory and assistance services to the federal government We partner with clients to deliver project management services financial and business support and strategic policy solutions for complex government programs Clients include numerous federal departments including DoD Navy Army VA HHS and HUD
Management ConceptsBOOTH 800www managementconcepts com
Management Concepts is a leading provider of professional development performance improve-ment and talent management solutions for the public sector Since 1973 we have collaborated with the federal government state and local offices non-profit organizations universities and corporations to enhance the performance of teams and organizations Follow us on Twitter Mgmt_Concepts
The MIL CorporationBOOTH 805www milcorp com
The MIL Corporation has grown steadily for 36 years and remains dedicated to excellence service and support across our four major service areas financial management and systems support information technology cyber security and systems and C4 engineering For more information please visit us at wwwmilcorpcom or on Facebook at httptinyurlcomFacebookMIL
mLINQS LLCBOOTH 203www mLINQS net
mLINQS a Service-Disabled Veteran-Owned Small Business founded in 2003 provides the govern-mentrsquos leading employee relocation management system and E-Gov travel (ETS2) consulting services Since 2004 mLINQS relocation system has automated relocations and tracked expenses for more than 30 agencies
MorganFranklin ConsultingBOOTH 707www morganfranklin com
MorganFranklin Consulting headquartered in McLean Va provides business consulting and technology solutions to public companies fast-growing private companies and US govern-ment agencies Third-party customer satisfaction surveys highlight the companyrsquos reputation for being hands-on flexible and skilled at bringing diverse groups together to complete projects on time and within budget
Qlik Tech IncBOOTH 801www qlik com
Qlikreg is the leading data analytics platform and the pioneer of user-driven business intelligence Its portfolio of cloud-based and on-premise solutions meets customersrsquo growing needs from reporting and self-service visual analysis to guided embedded and custom analytics regardless of where data is located
RMA Associates LLCBOOTH 501www rmafed com
RMA an SBA Certified 8(a) Small Business located in the Washington DC metropolitan area specializes in audit consulting and advisory
AGA PDT 2018 | ORLANDO 51
RSM US LLPBOOTH 207
See write-up on page 42
Savantage SolutionsBOOTH 308www savantage net
Savantage Solutions a CMMIreg Level 3 Rated and ISO 90012008 certified company is a leading provider of software development business consulting and program management support services One of only five vendors of financial management systems certified for federal use Savantage takes pride in its service excellence
Sehlke Consulting LLCBOOTH 200www sehlkeconsulting com
Founded in 2011 Sehlke Consulting is a Service-Disabled Veteran-Owned Small Business and Historically Underutilized Business Zone (HUBZone) firm based in Arlington Va We provide comprehensive leading solutions in Financial Management Acquisition Management Logistics and Supply Chain Management and National Security amp Defense Programs
TeraThink CorporationBOOTH 400www terathink com
TeraThink takes pride in the outstanding reputation we have earned over the past 15 years for delivering superior results to federal customers With expertise in agile development enterprise application technologies financial services and cloud solutions our delivery platform brings exceptional scale and value to support customersrsquo transformation business automation and mission-related goals Visit our booth and wwwTeraThinkcom for more information
TFC Consulting IncBOOTH 409www tfcci net
A licensed CPA firm Small Disadvantaged Business and ISO 9001_2015-certified enterprise TFC is the trusted partner of federal agencies facing complex financial management challenges Now celebrating 15 years of success and excellence in assisting clients TFC develops and implements comprehensive solutions to improve financial management environments and achieve operational efficiency
US Army Financial Management CommandBOOTH 802www facebook comUSAFMCOM
US Army Financial Management Command is responsible for the delivery of Army-wide Financial Management (FM) functions including Enterprise Resource Planning systems support audit and compliance support financial operations support and ERP business process standardization support and for providing operational oversight of Army field FM activities
Williams AdleyBOOTH 301
See write-up on page 43
Note The contents of this exhibitor list were compiled from information supplied by exhibitors While every effort has been made to ensure contents are correct AGA is unable to accept liability for errors or omissions or for any claims made by exhibitors
52 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AGA PDT 2018 | ORLANDO 53
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AIG Assistant Inspector GeneralAssoc AssociateAsst AssistantBus BusinessCEO Chief Executive OfficerCFO Chief Financial OfficerCIO Chief Information OfficerCo CountyComm CommitteeCOO Chief Operating OfficerCPAG Corporate Partner Advisory GroupDep DeputyDept DepartmentDev DevelopmentDir DirectorDiv DivisionEduc EducationERM Enterprise Risk ManagementExec ExecutiveFed FederalFM Financial ManagementGM General Manager Govt Government
Fields of Study See page 4 for list of Fields of Study
AOC Architect of the CapitolAOUSC Administrative Office of the
US CourtsCommerce US Department of CommerceDHHS US Department of Health
and Human ServicesDHS US Department of
Homeland SecurityDLA Defense Logistics AgencyDoD US Department of DefenseDoE US Department of EnergyDOI US Department of the InteriorDOJ US Department of JusticeDoS US Department of StateFASAB Federal Accounting Standards
Advisory BoardFiscal Service Bureau of the Fiscal ServiceFIT Office of Financial Innovation
and TransformationFMSB Financial Management Standards
BoardFTA Federal Transit Administration
HR Human ResourcesIG Inspector GeneralIT Information TechnologyMgmt ManagementMgr ManagerNatrsquol NationalOfc OfficePNP AGA Past National
PresidentPNT AGA Past National
TreasurerRPA Robotic Process
AutomationRVP Regional Vice PresidentSecrsquoy SecretarySME Subject Matter Expert Sr SeniorSvc ServiceSVP Senior Vice PresidentTech TechnicalUniv UniversityVP Vice President
GAO Government Accountability OfficeGASB Government Accounting Standards
BoardGSA US General Services
AdministrationHUD US Department of Housing
and Urban DevelopmentIRS Internal Revenue ServiceNASA National Aeronautics and Space
AdministrationNSF National Science FoundationOCFO Office of the Chief Financial OfficerOIG Office of Inspector GeneralOMB Office of Management and BudgetSBA Small Business AdministrationTreasury US Department of the TreasuryUSAID US Agency for International
DevelopmentUSDA US Department of AgricultureUSPTO US Patent and Trademark OfficeVA US Department of
Veteran Affairs
54 AGACGFM | PDT18
Glossary
MAIN CONVENTION CENTERSINGLE-LEVEL
REGISTRATION
CYBER LOUNGE
EX
HIB
IT H
ALL
PLENARY S
ESSIO
NS
AGA PDT 2018 | ORLANDO 55
Convention Center Floor Plans
圀䔀 䰀䤀匀吀䔀一 簀 圀䔀 䤀一一伀嘀䄀吀䔀 簀 圀䔀 䐀䔀䰀䤀嘀䔀刀
吀愀猀栀甀 吀爀椀瘀攀搀椀Ⰰ 倀爀攀猀椀搀攀渀琀䌀䔀伀 㜀㤀㐀 漀爀 琀琀爀椀瘀攀搀椀䀀琀昀挀挀椀渀攀琀
嘀椀猀椀琀 漀甀爀 眀攀戀猀椀琀攀 愀琀 眀眀眀琀昀挀挀椀渀攀琀
䘀漀爀 洀漀爀攀 椀渀昀漀爀洀愀琀椀漀渀 挀漀渀琀愀挀琀 吀䘀䌀
椀猀 琀栀攀 琀爀甀猀琀攀搀 瀀愀爀琀渀攀爀 昀漀爀 昀攀搀攀爀愀氀 愀最攀渀挀椀攀猀 琀栀愀琀愀爀攀 昀愀挀椀渀最 挀漀洀瀀氀攀砀 ǻ渀愀渀挀椀愀氀 洀愀渀愀最攀洀攀渀琀 挀栀愀氀氀攀渀最攀猀
吀䘀䌀 䌀漀渀猀甀氀琀椀渀最 䤀渀挀
뜀뜀
뜀뜀뜀뜀
䔀渀琀攀爀瀀爀椀猀攀 刀椀猀欀 䤀渀琀攀爀渀愀氀䌀漀渀琀爀漀氀猀 䄀搀瘀椀猀漀爀礀䤀洀瀀爀漀瀀攀爀 倀愀礀洀攀渀琀猀䴀攀愀猀甀爀攀洀攀渀琀 刀攀洀攀搀椀愀琀椀漀渀䘀椀渀愀渀挀椀愀氀 刀攀瀀漀爀琀椀渀最 䄀䄀挀挀漀甀渀琀椀渀最 伀瀀攀爀愀琀椀漀渀猀䘀椀渀愀渀挀椀愀氀 匀琀愀琀攀洀攀渀琀 䌀漀洀瀀氀椀愀渀挀攀 䄀甀搀椀琀䐀愀琀愀 䄀渀愀氀礀琀椀挀猀 伀瀀琀椀洀椀稀愀琀椀漀渀䤀吀 匀攀挀甀爀椀琀礀 刀攀瘀椀攀眀 䄀猀猀攀猀猀洀攀渀琀
伀甀爀 瘀愀氀甀攀ⴀ愀搀搀攀搀 猀攀爀瘀椀挀攀猀㨀
圀栀愀琀猀 礀漀甀爀 渀攀砀琀 洀漀瘀攀㼀
䴀愀渀礀 瀀愀琀栀猀Ⰰ 漀渀攀 挀漀爀爀攀挀琀 爀漀甀琀攀 䘀漀氀氀漀眀 吀䘀䌀 愀氀漀渀最 琀栀攀 爀漀甀琀攀 琀漀 猀甀挀挀攀猀猀 䘀椀爀猀琀 琀栀愀琀 挀漀爀爀攀挀琀氀礀
挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀
Stop by the amp Social Media HubLOCATION CRYSTAL FOYER
Has your LinkedIn profile been neglected Itrsquos time for a profile makeover Enhance your online brand build your network and increase engagement on your LinkedIn profile Our experts can review your profiles in under 10 minutes and give you tips to take your LinkedIn profile to the next level Thatrsquos not all Learn how to tweet and use social media platforms for your personal and professional development
Attendee Conduct PolicyAGA is dedicated to providing a safe hospitable and productive environment for everyone attending our events regardless of ethnicity religion disability physical appearance gender or sexual orientation It is important to remember that a community where people feel unsafe or threatened is neither healthy nor productive AGA prohibits intimidating threatening or harassing conduct during our training events This policy applies to speakers staff exhibitors sponsors volunteers contractors and attendees PDT participants found to have violated this policy may be sanctioned including being removed from the PDT and barred from future events at the discretion of AGA
AGA PDT 2018 | ORLANDO 7
Play the PDT SCANvenger Quest for a Chance to Win Great PrizesPLAY SCAN WIN1 On the PDT 2018 app menu
tap ldquoLoginrdquo and enter your Badge Number You must login to play the game
2 Complete fun and simple tasks Scan QR codes using the built-in QR reader in the PDT app
3 Top 10 points earners will win gift cards and Top 3 will each receive $100 gift card Check the Leaderboard in the PDT app at 1200 p m on Wednesday July 25 to see if yoursquore a winner and collect your winnings at the PDT registration Badge identification required
Scan this QR code now and earn 25 points instantly
See flyer in your PDT bag for more information
MEET YOUR MATCH
PDT 2018W
IN G
REAT PRIZES
WINSee y
our attendee bag fo
r deta
ils
TIME EVENT LOCATION
SU
ND
AY
JU
LY 2
2 8 am ndash 6 pm Registration Open Palms Foyer
815 ndash 11 am National Board of Directors (NBD) Meeting Canary 3-4
1030 am ndash 1 pm Intergovernmental Partnership Steering Committee Meeting (invitation only)
New Orleans
1110 am ndash noon Bonus Session Dorsquos amp Donrsquots of Social Networking
Crystal H
1130 am ndash 1 pm AGA Past National President Luncheon New York
1130 am ndash 230 pm AGA Past National Treasurer Luncheon Washington
1245 ndash 4 pm AGA Executive Session (invitation only) Grand 9-11
1 ndash 215 pm Concurrent Sessions See page 10
230 ndash 345 pm Concurrent Sessions See page 11
4 ndash 450 pm Concurrent Sessions See page 12
5 ndash 7 pm Welcome Event with Exhibitors RoyalSabalSago
MO
ND
AY
JU
LY 2
3 6 ndash 630 am Early Morning Stretch amp Exercise Grand 8B
630 am ndash 4 pm Registration Open Palms Foyer
7 ndash 8 am Continental Breakfast with Exhibitors RoyalSabalSago
7 am ndash 630 pm Exhibit Hall Open (closed noon ndash 1 pm) RoyalSabalSago
8 ndash 830 am Opening Ceremony Cypress Ballroom
830 ndash 945 am Plenary Session Cypress Ballroom
930 am ndash 5 pm LinkedIn amp Social Media Hub Open Crystal Foyer
945 ndash 1030 am Coffee Break with Exhibitors RoyalSabalSago
1030 ndash 1145 am Concurrent Sessions See page 14
1145 am ndash 1 pm Luncheon and Awards Ceremony Cypress Ballroom
1 ndash 150 pm Plenary Session Cypress Ballroom
205 ndash 320 pm Concurrent Sessions See page 16
320 ndash 4 pm Coffee Break with Exhibitors RoyalSabalSago
4 ndash 515 pm Concurrent Sessions See page 19
515 ndash 630 pm Monday Event with Exhibitors RoyalSabalSago
All sessions in Crystal H Crystal C-F and Cypress Ballroom are live streamingAll sessions in Crystal H Crystal C-F and Cypress Ballroom are live streaming
8 AGACGFM | PDT18
Schedule at-a-Glance
TIME EVENT LOCATION
TU
ES
DA
Y J
ULY
24 6 ndash 630 am Early Morning Stretch amp Exercise Grand 8B
630 am ndash 4 pm Registration Open Palms Foyer
7 ndash 8 am Continental Breakfast with Exhibitors RoyalSabalSago
7 am ndash 405 pm Exhibit Hall Open (closed noon ndash 1 pm) RoyalSabalSago
8 ndash 915 am Plenary Session Cypress Ballroom
930 ndash 1020 am Concurrent Sessions See page 22
930 ndash 11 am Professional Ethics Board Meeting Washington
930 am ndash 5 pm LinkedIn amp Social Media Hub Open Crystal Foyer
1020 ndash 11 am Coffee Break with Exhibitors RoyalSabalSago
11 ndash 1150 am Concurrent Sessions See page 24
1150 am ndash 1250 pm Luncheon and Awards Ceremony Cypress Ballroom
105 ndash 220 pm Concurrent Sessions See page 26
105 ndash 325 pm AGA Digital Executive Session (invitation only) Grand 9-11
235 ndash 325 pm Concurrent Sessions See page 28
325 ndash 405 pm Coffee Break with Exhibitors RoyalSabalSago
330 ndash 545 pm Young Professionals Roundtable Miami
405 ndash 455 pm Concurrent Sessions See page 30
405 ndash 530 pm CPAG Meeting New Orleans
8 ndash 10 pm AGA Networking Reception Marriott Hotel Lobby Bar
WE
DN
ES
DA
Y J
ULY
25 6 ndash 630 am Early Morning Stretch amp Exercise Grand 8B
630 am ndash 4 pm Registration Open Palms Foyer
715 ndash 815 am National Awards Breakfast Cypress Ballroom
820 ndash 10 am Plenary Sessions Cypress Ballroom
10 ndash 1030 am Coffee Break Crystal Foyer
10 am ndash 4 pm LinkedIn amp Social Media Hub Open Crystal Foyer
1030 ndash 1145 am Concurrent Sessions See page 33
1145 am ndash 1245 pm National Awards Luncheon Cypress Ballroom
1 ndash 2 pm FMSB Meeting Washington
1 ndash 215 pm Concurrent Sessions See page 35
230 ndash 3 pm AGA National President Gavel Exchange Cypress Ballroom
3 ndash 4 pm Closing Plenary Session Cypress Ballroom
6 ndash 11 pm Presidentrsquos Appreciation Event RoyalSabalSago
All sessions in Crystal H Crystal C-F and Cypress Ballroom are live streamingAll sessions in Crystal H Crystal C-F and Cypress Ballroom are live streaming
AGA PDT 2018 | ORLANDO 9
8 am ndash 6 pm
Registration Open
815 ndash 11 am
National Board of Directors (NBD) MeetingCANARY 3-4
AGA national officers will report to the NBD on the 2017ndash2018 program year results and discuss plans for the 2018ndash2019 program year All members are welcome
1030 am ndash 1 pm
Intergovernmental Partnership Steering Committee Meeting (invitation only)NEW ORLEANS
1110 am ndash noon
Bonus Session Dorsquos amp Donrsquots of Social NetworkingCRYSTAL H | FOS COMS
Wersquove come a long way from the time of MySpace mdash the social network landscape is constantly changing Learn which social networks deserve your attention and how to use them to enhance your professional brand and voice
M Lyndsay McKeown Marketing amp Graphics Manager AGA
1130 am ndash 1 pm
AGA Past National President LuncheonNEW YORK
1130 am ndash 230 pm
AGA Past National Treasurer LuncheonWASHINGTON
1245 ndash 4 pm
EXEC1 Executive Session Building the CFO Organization of the Future (invitation only)GRAND 9-11 | FOS HR
Innovation is in the driverrsquos seat and data analytics and robotics are the engine Do federal CFOs have the team they need Wersquoll focus on this challenge in a creative and innovative way by looking at three major levers for success Determining the skills needed in this ldquonew normalrdquo attracting the right talent and retaining and developing your current staff who have demonstrated their commitment to your agency
M Michael Herrinton Partner EY
1 ndash 215 pm
S100 Conduct and Ethics Guidance in a Gray WorldCRYSTAL H | FOS MGMT
Every accountant and auditor knows that at any point an ethical challenge can present itself Learn how to manage situations that can lead to your honor being compromised mdash such as clients facing jail time managing large amounts of money and innocent-seeming requests
M Charles Hester InstructorConsultant AGA RVPndashWest Coast Region
10 AGACGFM | PDT18
Agenda mdash Sunday ModeratorM
Check PDT app for speakers
S101 Governmental Accounting in Academia mdash Where Have You GoneCRYSTAL A-B | FOS HR
In recent years the number of governmental accounting courses offered at colleges and universities has decreased This session will explore how this trend affects the field and how to find and train future government accountants
M Barbara Bail Staff Accountant DLA
S102 Successful Improper Payment Programs Connecting Technology and ERMCRYSTAL C-F | FOS MGMT
Learn how improper payment programs can be effective by incorporating the ERM profile of each payment site location and identified strong control objectives of the business processes
M Mike Wetklow Dep CFO and Div Dir NSF
S103 Powering Excellence and Accountability with RPACRYSTAL M-Q | FOS IT
Do you have the important time-sensitive information needed to be captured from diverse sources then converted to a standard format and transmitted on an hourly basis 247 Automating manual tasks increases productivity and reduces human error resulting in improved processing time and a strong ROI for your agency Transform financial management and help other agencies employ digital workers
M Thomas Spann Head of Fed Sales amp GM Automation Anywhere
230 ndash 345 pm
S104 Managing ChangeCRYSTAL A-B | FOS HR
Managing change is critical for maintaining your workforce and ensuring a pleasant and positive work environment for your organization and clients This session will explore how to use change mdash like changing budgets requirements and new regulations mdash to make a more stable workforce and environment
M Melinda Miguel Dep IG AOC
S105 Blockchain Itrsquos Not Just BitcoinCRYSTAL M-Q | FOS IT
With the rising popularity of Bitcoin do you know what to expect This session will explore critical details of Bitcoin such as distributed ledger technology and Blockchain This session will also explore the reasons behind this trend and if it is the next dot-com bubble
M George Fallon Mgr RMA Associates LLC
S106 Can Grant Managers Meet the New Compliance RequirementsCRYSTAL K-L | FOS MGMT
Grants managers must work to ensure grantees are prepared to effectively and compliantly accomplish grant goals and ensure granteesrsquo systems are compliant with complex data standards and new requirements This session will feature grants program managers as they discuss how they assess and address their various program risks
M Roger Von Elm Principal CliftonLarsonAllen LLP
AGA PDT 2018 | ORLANDO 11
Sunday mdash AgendaGlossary on page 54Check PDT app for speakers
S107 The New Tax Reform is HereCRYSTAL C-F | FOS TAX
The new tax reform brings many new changes to both businesses and individuals This session will explore how tax reform will affect governments your workplace and your taxes
M John Roland Jr VP MIL Corporation
S108 Getting Through the Report Writing and Review Process Without Losing Your SanityCRYSTAL H | FOS AUD
Yoursquove completed the audit and found resultshellip if you could just get it out the door Join us in discussing how auditors communications analysts and senior managers can work together to maximize a reportrsquos readability and effectiveness mdash while remaining collegial
M Mark Bell AIG Audits NSF
4 ndash 450 pm
S109 Managementrsquos Discussion and Analysis Bridging the lsquoGAAPrsquoCRYSTAL C-F | FOS ACC
Managementrsquos discussion and analysis is a key component of financial reporting It tells the reporting entityrsquos story regarding operations service levels successes challenges and future expectations This session will discuss the challenges in concisely achieving GAAP requirements with todayrsquos abundance of data
M Wendy Morton-Huddleston Principal Grant Thornton LLP
S110 Effective Audit and Audit Resolution PracticesCRYSTAL M-Q | FOS AUD
This session will examine both the roles of the auditor and auditee using the Cooperative Audit Resolution and Oversight Initiative (CAROI) The session will highlight resolving audit findings successfully using the viewpoints and evidence from both aspects It will also emphasize the engagement of the proper stakeholders and responsible parties
M Dave LeBlanc SVP-at-Large AGA
S111 Hot Off the Press The New and Improved Yellow BookCRYSTAL H | FOS AUDG
The 2017 Yellow Book represents a modernized version of the standards and helps auditors hold the organizations they audit accountable Panelists will explore the new requirements included in the book such as those related to auditor ethics independence and professional judgment and competence
M Berri Davis Dir GAO
S112 IgniteCANARY 1-2 | FOS PD
During this fast-paced fun and entertaining session each presenter has 20 slides mdash which auto-advance every 15 seconds mdash to tell their personal story This might be bold and possibly brash but it wonrsquot be boring
M Susan Fritzlen COO AGA
5 ndash 7 pm
Welcome Event with ExhibitorsROYALSABALSAGO
12 AGACGFM | PDT18
Agenda mdash Sunday ModeratorM
Check PDT app for speakers
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
AGA PDT 2018 | ORLANDO 13
Sunday mdash AgendaGlossary on page 54Check PDT app for speakers
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
PiYotrade LIVE mdash sweat and burn calories with fusion-style movements inspired by yoga and Pilates This class incorporates dynamic balance strength flexibility and functional training with upbeat music All levels welcome and no equipment is needed Prizes will be given daily plus a grand prize
630 am ndash 4 pm
Registration Open
7 ndash 8 am
Continental Breakfast with ExhibitorsROYALSABALSAGO
8 ndash 830 am
Opening CeremonyCYPRESS BALLROOM
830 ndash 945 am
M100 Plenary Session Monday MorningCYPRESS BALLROOM | FOS ACCG
Hear GAOrsquos comptroller general discuss changes from last yearrsquos US government financial position progress on key GAO initiatives and what GAO and auditors might look forward to in the future
Gene Dodaro Comptroller General GAO
M Ann Ebberts CEO AGA
945 ndash 1030 am
Coffee Break with ExhibitorsROYALSABALSAGO
1030 ndash 1145 am
M101 Wersquove Got the Data Now WhatGRAND 12-14 | FOS ACC
With the DATA Act data is becoming more consistent and reliable Agencies have a plethora of interesting federal obligation and spending data at its fingertips While some agencies see it only as an exercise in compliance others are starting to realize there is a lot of potential with this data Join this session to explore these points hellip and more
M Dave Mader Chief Strategy Officer Deloitte Consulting
14 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
M103 Natural Disasters and Accountability Related to Government FundingCRYSTAL C-F | FOS AUDG
Congress has allocated tens of billions of dollars in disaster-related aid to help communities recover from the devastating hurricanes and wildfires of 2017 States and local governments are also supporting this recovery During this session hear what agencies are doing to ensure government accountability for such aid
M Berri Davis Dir GAO
M104 Building the Future Workforce for StateLocal GovernmentsCRYSTAL H | FOS BMO
How are state and local government leaders recruiting and attracting the next generation of accountants Join the roundtable to see how different offices are fighting back against the ldquosilver tsunamirdquo
M Lealan Miller AGA FMSB Chair
M105 Driving Competitive Advantage with TBMCRYSTAL K-L | FOS BMO
Like any new method process or automation tool Technology Business Management (TBM) will impact federal agencies their technology management and business teams Join this session to learn more about how TBM is creating standards and business views that are meaningful to CIOs and CFOs
M Kevin Greer VP CGI Federal
M106 Accelerating Shared Services for Finance and Accounting OperationsGRAND 9-11 | FOS BMO
For nearly 20 years the federal government has been considering the use of shared services Progress has been slow especially in the area of consolidating duplication and overlap in areas such as finance and accounting This panel examines approaches to accelerate shared services in operations
M Rowan Miranda CFO Advisory Practice Leader Accenture Federal Services
M107 Advanced Process Automation Increasing Productivity with RoboticsCANARY 3-4 | FOS IT
The Fiscal Service and other federal agencies are testing robotic process automation to minimize repeatable manual operations in core financial management processes Learn about future trends in the financial industry along with potential applications that will transform the financial management community Senior leaders across agencies will share trends and discuss the priorities ahead This session will be of interest to the federal state and private sectors
M Craig Fischer Program Mgr Fiscal Service
AGA PDT 2018 | ORLANDO 15
Monday mdash AgendaGlossary on page 54Check PDT app for speakers
M108 OCFO of the Future mdash What Does It Look LikeCRYSTAL M-Q | FOS MGMT
What does the OCFO look like in the age of robotics Blockchain data analytics and cloud computing Attend this session to hear from an expert panel to learn what CFOs are doing to integrate new technology into their organizations and their roles
M Joe Kull Dir Guidehouse
M109 Taking Care of CustomersCRYTAL A-B | FOS PD
Customers are people too hellip and the reason you exist But when has anyone ever trained you to deal with them Take a moment to learn some elements of what it means to take care of customers with more stories and more energy thatrsquoll give you something to think about
M Mary Peterman Dep Chief Finance and Procurement AOUSC
1145 am ndash 1 pm
Luncheon and Awards CeremonyCYPRESS BALLROOM
1 ndash 150 pm
M110 Plenary Session Curing Adultitis mdash Your Prescription for Less Stress and More SuccessCYPRESS BALLROOM | FOS PD
Adultitis is an epidemic that is coming hard after us every day It infiltrates even the best environments producing stress and burnout Learn practical tips for reclaiming your passion bringing more fun and less stress to the job at hand
Jason Kotecki Artist Author Founder of Escape Adulthood
M Mark Easton Dep CFO ndash Comptroller DoD
205 ndash 320 pm
M111 Itrsquos a Disaster Before During and AfterCRYSTAL A-B | FOS ACC
Is your agency equipped for a disaster Hear from federal state and local officials about the challenges and best practices when preparing for responding to and accounting for disasters
M Mary Peterman Dep Chief Finance and Procurement AOUSC
M112 Governance Over Financial Statements IT Control RiskGRAND 9-11 | FOS ACCG
Join a panel of experts as they discuss key resources in the federal space In particular the experts will take a closer look at a management assessment framework for IT general controls in support of the annual assurance process and conclusions
M Scoey Alexander Sr Mgr Kearney amp Company
CGFMs donrsquot forget to wear red or apparel with the CGFM logo
on Tuesday to celebrate CGFM Day
16 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
M113 Lessons Learned from Real-life FraudsCRYSTAL C-F | FOS AUDG
This session will feature presentations of frauds committed by state and local governments Panelists will also discuss how the perpetrators circumvented controls or took advantage of the absence of controls
M Maribeth McCarthy Dir Bus Dev Mastercard
M114 Conducting Audits in Challenging EnvironmentsCRYSTAL K-L | FOS AUDG
Conducting audits in unique environments presents challenges Whether itrsquos in a remote village on the other side of the world in the middle of a disaster or at an unexpected location here at home mdash this session highlights some of these challenges and discusses strategies for overcoming them
M Sal Ercolano Sr Advisor Williams Adley
Follow us guidehouse_us linkedincomcompanyguidehouse-us
Introducing Guidehouse formerly PwC Public Sector oering the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected We invite you to learn more at guidehousecom
copy 2018 Guidehouse
Hi wersquore (not so) new here
AGA PDT 2018 | ORLANDO 17
Monday mdash AgendaGlossary on page 54Check PDT app for speakers
M115 DATA Act Opportunities to Become More Data-DrivenGRAND 12-14 | FOS FIN
Hear about steps Treasury and other federal agencies have taken to improve the quality of the data published on USAspendinggov and explore opportunities for federal state and local governments to use the data to improve performance and outcomes
M Aileen Burgman Sr Policy Analyst Treasury
M116 ldquoKnock Knock rdquo ldquoWhorsquos ThererdquoCRYSTAL H | FOS IT
New innovations in cognitive technology and authentication give government officials a better understanding of who is ldquoknockingrdquo at the door Through cognitive technology digital identity will not only allow government to more effectively and efficiently police access but it will enable citizens to safely electronically engage with government This session will explore digital identity and the new role it can serve as it moves from policing to enabling access
M Tony Hubbard Principal KPMG
M117 Governmentrsquos Blockchain Journey mdash Lessons LearnedCANARY 1-2 | FOS IT
Blockchain has potential to bring security efficiency and speed to a range of services and processes How should agencies look to incorporate Blockchain into the way they function today Panelists will share successes pain points and lessons learned from standing up solutions from Blockchain technology
M Christina Canavan Dir Deloitte
M118 CFO and CIOs 2018 Models for Synergy and SuccessCANARY 3-4 | FOS MGMT
CFO and CIO experts discuss the intersection of policies and management issues that impact them The session will also discuss how these leaders can work together to improve efficiency and transparency reduce risk and strengthen the workforce offering models for success
M Daniel Meers Natrsquol Leader Transformation RSM LLP
M119 The Art of Tinkering Tiny Ways to Transform EverythingCRYSTAL M-Q | FOS PD
Drive innovation achieve new levels of happiness and uncover hidden opportunities by learning the art of tinkering In times of uncertainty and change the small things really do make the biggest difference
M Lisa Casias Dep Asst Secrsquoy for Administration Commerce
320 ndash 4 pm
Coffee Break with ExhibitorsROYALSABALSAGO
More than one concurrent session you want to attend
Donrsquot forget recorded sessions will be archived and available for one year
18 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
4 ndash 515 pm
M120 Audit Tips for Federal Disaster Response EffortsCANARY 3-4 | FOS AUDG
Hear about lessons learned and advice for auditing federal disasters The panel will discuss prior audit findings recom-mendations and tips from previous audits Attendees will also learn insights from Emergency Management Oversight Teams
M Steve Rickrode Dep Asst IG for Audit USDAndashOIG
M121 Financial Audits or Performance AuditsCANARY 1-2 | FOS AUDG
Financial audits have been the backbone of audit shops in state and local government Recently though some of these organi-zations have redirected their efforts into performance audits to give legislators more information on how agencies are meeting their missions This session will explore the differences and similarities between these two audit models and which one could best serve your organization
M Gerry Boaz Tech Mgr TN Div of State Audit
M122 March of the Robots mdash Join the ParadeCRYSTAL H | FOS IT
Software robots or ldquobotsrdquo operate like humans and our understanding of them continue to rapidly evolve During this session the panel will explore experiences of three organizations now implementing intelligent automation solutions
M Kirke Everson Managing Dir KPMG
M123 Moving Federal Financials to the Cloud Two Case StudiesROOM CRYSTAL K-L | FOS IT
Remaining status quo when it comes to financial management systems can cost your agency time and money Join this session to hear from agencies who have eliminated barriers towards growth and moved their agencyrsquos financial management systems to a secure compliant agile and forward-thinking model
M John Nemoto VP Hybrid IT CGI Federal
M124 Swamped and Overwhelmed How to Cope with Data Overload CRYSTAL A-B | FOS MGMT
Agencies have amassed large volumes of data about business operations services and customers Few agencies though have fully tapped this resource to measure and improve performance This panel describes how data can better support federal agency performance management efforts
M Kris Naleszkiewicz Sr MgrndashFinance Analytics Lead Accenture Federal Services
M125 Leadership Gold NuggetsCRYSTAL M-Q | FOS PD
Participants will learn ldquogold nuggetsrdquo of leadership wisdom accumulated during decades of studying practicing and teaching leadership This session will include a panel discussion of these leadership fundamentals and their application in a variety of professional accountability careers
M Paul Barrett Professor Longwood Univ
AGA PDT 2018 | ORLANDO 19
Monday mdash AgendaGlossary on page 54Check PDT app for speakers
M126 What Caused My Risk GRAND 12-14 | FOS STAT
Root cause analysis is often a forgotten element of resolving issues because the focus tends to be more on correcting the issue than evaluating the cause This session will feature this proactive approach to problem resolution to help prevent issues from happening in the future
M Kenneth Donohue Former HUD IG
M127 Ethics in the WorkplaceCRYSTAL C-F | FOS BETH
This session will cover the components of ethical behavior as well as the need to maintain an ethical environment in the workplace Participants will learn tips and techniques to create and maintain an environment that is ethical and conducive to the mission of the organization
M Marsi Woody Financial Exec Officer Idaho State Police
M128 Citizen-Centric Reporting mdash Turning Data Into InformationGRAND 9-11 | FOS ACCG
Hear how AGArsquos Citizen-Centric Reporting (CCR) can be used as an electronic portal to an agency See examples of how agencies have taken enormous amounts of data found on government websites and turned it into pages of focused and easy to read information for the consumer and citizen
M John Lynskey Controller NSF
515 ndash 630 pm
Monday Event with ExhibitorsROYALSABALSAGO
20 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
Health and Dental benefits designed exclusively for federal employees retirees and their families
We stand by you
gehahealth
gehacom
8008216136
OR-ADS-0318-004
Health and Dental benefits designed exclusively for federal employees retirees and their families
We stand by you
gehahealth
gehacom
8008216136
OR-ADS-0318-004
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
See description on page 14
630 am ndash 4 pm
Registration Open
7 ndash 8 am
Continental Breakfast with ExhibitorsROYALSABALSAGO
8 ndash 915 am
T100 Plenary Session Leading from Any SeatCYPRESS BALLROOM | FOS PD
With real-world stories and insights from in and out of the cockpit Shannon Huffman Polson offers tangible leadership lessons for you to seek out your own targets and incorporate them into your own profession By examining leadership and situational challenges Shannon empowers others to lead and thrive in any dynamic environment
Shannon Huffman Polson Former US Army Captain and Pilot
M Doug Glenn AGA Immediate PNP
930 ndash 1020 am
T101 A Future Financial Reporting ModelCRYSTAL M-Q | FOS ACCG
Data and tools exist to provide consumable financial data to internal and external users by providing multiple ways of finding answers What if the data and tools were integrated into a digital model Join this session to learn how digitized data can reinvigorate the way we communicate and interact with financial information
M Tasha Austin Sr Mgr Deloitte
T102 Emerging Issues in State Government AccountabilityCRYSTAL C-F | FOS FIN
States often face many demands on their operation mdash coming from both a local and federal level This session will explore how two states are dealing with these pressures and what the future balancing act of demands looks like for them
M Melinda Miguel Dep IG AOC
T103 Leveraging Data Analytics Transforming Data Into Better DecisionsCRYSTAL H | FOS AUD
As data analytics become more commonplace in government agencies can leverage analytics tools to make better decisions and improve the effectiveness and efficiency of their programs This session will explore how analytics can be used to enhance decision-making
M Shivendra Verma Principal Grant Thornton LLP
PDT18 Follow us
AGACGFM
22 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T104 Implementing the Revised OMB Circular A-123 Appendix ACANARY 1-2 | FOS AUDG
This session will focus on the newly released revision to OMB Circular A-123 Appendix A Hear about the renewed focus on data quality planning as well as flexibilities provided around agency control activities
M David Zavada Sr Partner Kearney amp Company
T105 What Are Subrecipients Doing with Your MoneyGRAND 9-11 | FOS BMO
During this session attendees will hear what a subrecipient monitoring program should include
M Nasr Fahmy Asst Dir for Financial Assistance Oversight DHSOCFOFinancial Assistance Policy and Oversight
T106 Letrsquos Get Uncomfortable and Talk About Sexual HarassmentCANARY 3-4 | FOS HR
Victims of sexual harassment are speaking up and the alleged harassers are being exposed Join this important and timely session to learn what you can do to prevent sexual harassment in your workplace and create a safer work environment
M Karen Wilson Principal Public Sector Practice Guidehouse
T107 Hey Bot mdash What Can You Do for MeCRYSTAL K-L | FOS IT
Robotic Process Automation (RPA) has found its way into the government This session will discuss how federal agencies are currently using RPA and the potential for leveraging cognitive automation and artificial intelligence as the next steps in the intelligent automation process
M Adam Goldberg Exec Architect Fiscal Service
T108 Next Generation ERP Systems for Federal AgenciesGRAND 12-14 | FOS MGMT
This panel will examine ldquowhatrsquos nextrdquo for ERP systems at a time when many federal agencies need to modernize their financial systems This session will debate on-premise vs cloud single vendor vs best of breed agency owned and maintained vs shared services and outsourced support
M James Harris Finance and Enterprise Performance ndash Sr Mgr Accenture Federal Services
T109 Managing Large Complex Federally Funded Grants and ContractsCRYSTAL A-B | FOS SK
Increased scrutiny of large complex grants and contracts require agencies better assess their project risks develop mitigation strategies and monitor outcomes This session covers approaches to manage civilian and military construction projects measure earned-value and improve outcomes
M Bert Nuehring Partner Crowe LLP
AGA PDT 2018 | ORLANDO 23
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
930 ndash 11 am
Professional Ethics Board MeetingWASHINGTON
1020 ndash 11 am
Coffee Break with ExhibitorsROYALSABALSAGO
11 ndash 1150 am
T110 Innovations in Public PerformanceCRYSTAL K-L | FOS ACCG
Not surprisingly citizens want to know what they are getting for their tax dollars Panelists will discuss the performance measures and innovative techniques for engaging citizens developed by governments to help inform taxpayers
M Shivendra Verma Principal Grant Thornton LLP
T111 Setting the Foundation for TransparencyCRYSTAL A-B | FOS ACCG
This is a discussion of lessons learned from the first year of the DATA Act and next steps to improving transparency This session will discuss one agencyrsquos approach to successfully implementing the Act and next steps to improving its results
M Robert Shope Partner EY
T112 Federal Financial Audit Approach AlternativesGRAND 12-14 | FOS AUD
This session will share ideas identified by a federal CFO council workgroup to improve the nexus of costs benefits risks and burdens of the Agency Financial Report audit process
M Scott Bell Sr Staff Accountant Treasury
T113 How to Integrate Non-financial and Financial ReportingCRYSTAL M-Q | FOS AUDG
Explore how agencies leverage internal control over financial reporting organization structure knowledge and tools to address non-financial internal control requirements
M Jon Rymer Dir Lynch Consultants LLC
T114 Go Green From Overhead to Higher Training BudgetsCANARY 1-2 | FOS FIN
This session will discuss ways a department agency or business can decrease costs and allocate more resources towards employee training and professional development
M Chidilim Okonkno Systems Accountant NASA
T115 Where Did My Data Go and Why Should I CareCRYSTAL C-F | FOS IT
How have breaches and data disclosure incidents affected organizations from an economic and reputational perspective This session will discuss the impact of ransomware and other malicious attacks that restrict access to modify or delete your data
M Sarah Mirzakhani IT Principal CliftonLarsonAllen LLP
24 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T116 Application of Emotional IntelligenceCRYSTAL H | FOS PD
Everyone has dealt with ldquodifficultrdquo co-workers and individuals This session will explore how to handle different types of personalities by growing your own emotional intelligence
M Megan Gaillard Dir of Audit Palm Beach Co ndash OIG
T117 CFO SurveyGRAND 9-11 | FOS ACCG
This yearrsquos AGA CFO survey focuses on the tools and processes needed to help agencies address current budgetary challenges and mandates Join this session to hear the results of the online and in-person survey and discuss the findings with a panel of current and former CFOs
M Jim Taylor Managing Dir Grant Thornton LLP
copy 2018 Becker Professional Education Corporation All rights reserved
The knowledge you need to help prepare you for the next level of success
Becker Continuing Professional Education
Whether yoursquore a CPA CGFM CDFM DoD FMCIA CFE CMA or need GAGAS Becker offers Continuing Professional Education (CPE) tohelp meet your needs
With Becker CPE your accounting audit and fi nance professionals receive the timelyand relevant knowledge needed to help themstay ahead
Take advantage of our Subscription Program for unlimited use of Beckerrsquos CPE
+ Special rate forGovernment Agencies
+ Live Webcast and OnDemand formats(24x7 access)
+ Includes streaming videoand video courses
For more details on this program please visit agacgfmorgonlineCPE or contact John Gioeli at jgioelibeckercom
AGA PDT 2018 | ORLANDO 25
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T118 Letrsquos Get Uncomfortable and Talk About Sexual Harassment (repeat session)CANARY 3-4 | FOS HR
See description on page 23
M Karen Wilson Principal Public Sector Practice Guidehouse
1150 am ndash 1250 pm
Luncheon and Awards CeremonyCYPRESS BALLROOM See page 41
105 ndash 220 pm
T119 Certified Government Financial Manager (CGFM)CRYSTAL A-B | FOS PD
Discover the value of the CGFM designation Participants will hear from colleagues on why they pursued this certification and how it has helped advance their careers and distinguish them from others in their field You will also learn tips for preparing for the three CGFM exams
M Katya Silver Dir of Professional Certification AGA
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
T120 Leadership Ethics and Decision Making in Early AuditsCRYSTAL K-L | FOS BETH
Everyone is faced with various levels of ethical dilemmas at work and leadership can often create a culture that promotes unethical behavior without realizing the consequences Join this session to explore how ethics are integral to the behavior of employees and the impact of the behavior on early audits
M Robert Hart Sr Mgr EY
T121 Disrupting Improper PaymentsCRYSTAL H | FOS IT
Preventing improper payments is a government-wide challenge Join this session to learn how to make significant improvements and leverage disruptive technology to promote data sharing recipient authentication and encourage stakeholder collaboration Panelists will share best practices and explore ways to address root causes
M Steven Bernstein Exec Dir Electronic Payments Product Exec JP Morgan Treasury Svcs
T122 Fraud in Federal Assistance ProgramsCRYSTAL C-F | FOS AUDG
This session will give attendees an in-depth look at how fraud in federal programs was handled by state agencies federal grantors and state prosecutors This topic will explore case studies on the Summer Food Service Program and the Child and Adult Care Food Program
M Jeff Hart AGA PNP
Like us on
26 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T123 AGArsquos Grant Survey Improving Grantee ComplianceGRAND 12-14 | FOS MGMT
Recognizing challenges with grantee compliance AGA conducted a nationwide survey of federal grant recipients on implementation issues related to the Uniform Guidance (2 CFR 200) This session will focus on strategies and activities to address the most troubling areas identified by respondents
M James McKay Principal SME Grants Management Line of Business KGS
T124 Agency Risk Profile Lessons Learned and ValueCANARY 1-2 | FOS MGMT
This session will focus on agenciesrsquo experience from their A-123 Risk Profile definition process This session will include discussion of lessons learned outcomes achieved and value created
M Daniella Datskovska Dir ERM and Internal Control TFC Consulting Inc
Helping you succeed is ours Learn more at KPMGcomusfederal
Anticipate tomorrow Deliver today
copy 2017 KPMG LLP a Delaware limited liability partnership and the US member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (ldquoKPMG Internationalrdquo) a Swiss entity Some of the services or offerings provided by KPMG LLP are not permissible for its audit clients or affiliates NDPPS 677263
Your business is serving the public
AGA PDT 2018 | ORLANDO 27
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T125 Conflict in the Workplace Surviving and ResolvingCRYSTAL M-Q | FOS PD
Explore the types and causes of conflict in the workplace Participants will learn how to handle and manage conflict in the workplace Experts will share techniques for dealing with co-workers supervisors and staff in various situations involving both positive and negative conflicts
M Peggy Javery Acting Assoc CFO USDA
T126 FASAB Update Leases and More to ComeCANARY 3-4 | FOS ACCG
Hear from FASAB staff about recently-issued standards open proposals and proposals under development FASAB staff will discuss implementation of the new standards Additionally insights regarding new developments will be shared along with tips to help you prepare
M Wendy Payne Exec Dir FASAB
105 ndash 325 pm
EXEC2 AGA Digital Executive Session (invitation only)GRAND 9-11 | FOS IT
Learn about emerging technologies that may soon change the way you support your organizationrsquos mission Understand priorities challenges issues and opportunities from government leaders Engage in a highly interactive and engaging discussion on the latest strategies for digital transformation and exchange ideas and solutions with colleagues that you can bring back to your organization
M Kevin Greer VP CGI Federal
235 ndash 325 pm
T127 Medicaid The Elephant in the RoomCANARY 3-4 | FOS ACCG
Medicaid is a critical service in the lives of millions of Americans It is also a major expense for both federal and state entities This session will explore the ways that federal managers and state auditors are collaborating to make sure that these allocated dollars are spent wisely
M Kinney Poynter Exec Dir NASACT
T128 Path to Auditability Implementing New FASAB StandardsCANARY 1-2 | FOS ACCG
This session will provide an understanding of SFFAS 48 Opening Balances for Inventory Operating Materials and Supplies Stockpile and SFFAS 50 Establishing Open Balances for General Property Plant and Equipment and discuss tips for successful implementation Additionally participants will hear about implementing the standards mdash including the pitfalls and best practices for success
M Eveka Rodriguez Partner Grant Thornton LLP
T129 Data Analytics for FraudCRYSTAL A-B | FOS AUDG
Proactive data monitoring and use of data analytics can prevent your entity from being subject to a public fraud This session will show attendees how proactive data analysis techniques and tools can save money prevent bad publicity and detect fraud faster with fewer resources
M Sarah Hays Programming Dir Data Coalition
28 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T130 Planning for Federal Funding DecreasesCRYSTAL C-F | FOS FIN
State and local governments federal funding sources are always in flux This session will feature a panel of state and local government leaders discussing what plans they have in place in the event of a reduction of federal funds
M Lealan Miller AGA FMSB Chair
T131 My Data Was Just BreachedCRYSTAL K-L | FOS IT
Access to data is key to effective analytics However with recent data breaches security standards around data transfer and storage have tightened This session discusses steps to follow to ensure secure handling of data in analytics programs
M Phil Magrogan COO Immersion Consulting
MAKES A DIFFERENCE
Find the six dierences in the two photos Present at booth 202 for your prize
2677 Prosperity Avenue Suite 100 Fairfax Virginia 22031 wwwkforcegovcom Kforce_govKGS
RISKMANAGEMENT
COMPLIANCE ampAUDIT SERVICES
GRANTSMANAGEMENT
FINANCIALIMPROVEMENT
FINANCIALTECHNOLOGY
AGA PDT 2018 | ORLANDO 29
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T132 Communicating Effectively Skills and TechniquesCRYSTAL M-Q | FOS COMS
Improve your communication skills with colleagues customers supervisors and staff mdash and learn how to adjust styles based on with whom you communicate verbally vocally and visually This interactive session will address the needs concerns and frustrations of communicating effectively in todayrsquos workplace
M Dave LeBlanc SVP-at-Large AGA
T133 The Presidentrsquos Management Agenda and the Uniform GuidanceCRYSTAL C-F | FOS MGMT
The Presidentrsquos Management Agenda (PMA) was released in March 2018 This session will discuss the PMA Cross Agency Priority (CAP) Goal 8 Results-Oriented Accountability for Grants This session will also discuss the connectivity between OMBrsquos Uniform Guidance the PMA and the future vision for the world of grants
M Charles Hester InstructorConsultant AGA RVPndashWest Coast Region
325 ndash 405 pm
Coffee Break with ExhibitorsROYALSABALSAGO
330 ndash 545 pm
Young Professionals RoundtableMIAMI | FOS PD
Hear what accomplished leaders deem essential success factors for young professionals in todayrsquos ever-changing and challenging government financial management environment Interactive QampA will focus on leadership networking communication mentorship advancement and change management Speed networking session immediately follows for participants
405 ndash 455 pm
T134 Uniform Guidance Year Three mdash What You Still Donrsquot KnowCANARY 1-2 | FOS AUDG
The Uniform Guidance has been in effect for more than three years yet there are still several aspects to implement This presentation will explore those topics as well as best practices identified over the past three years
M Lealan Miller AGA FMSB Chair
T135 Protect Taxpayer DollarsGRAND 12-14 | FOS AUDG
Government vendors have larger and more contractual requirements which can lead to greater need for vendor audits Join this session to explore how vendors are audited to make sure they provide the government with the full set of contracted services and ultimately protect taxpayer dollars
M Kim Farington CFO FirstNetHave session ideas
for PDT 2019Join the PDT technical
committee email meetingsagacgfmorg
30 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
ARE YOU READY
cohnreznickcomindustriespublic-sector
CohnReznick helps forward-thinking public sector organizations address stringent regulatory requirements strengthen risk managementand achieve their business goals
Visit Us at Booth 302
T136 Improving Federal Government Employee MoraleCRYSTAL M-Q | FOS HR
What resources are available in the federal government structure to keep employees engaged and satisfied Are there things that the finance community can and should be doing to support employee morale in their agencies This session will explore how government offices can make changes that can result in higher productivity and employee engagement
M Anthony Scardino Dep Under Secrsquoy and Dep Dir USPTO
T137 Process Robotics Building Finance Bots LIVECRYSTAL A-B | FOS IT
Hear from digital labor experts about how operations improvements with robotics and cognitive solutions can drive greater efficiency cost management and employee morale This session will also feature a live demo of digital labor currently in action at a federal agency
M Chris Huff US Public Sector RPA Lead Deloitte Consulting LLP
AGA PDT 2018 | ORLANDO 31
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T138 Be Our Guest Magical Service for Finance CustomersCRYSTAL C-F | FOS MGMT
Disney has legendary customer service Hear about the practices taught by the Disney Institute and learn how you can deliver world-class financial accounting and audit services in your own organization
M Reed Waller Asst Dir Financial Management Initiatives Group DOJ
T139 Next Generation Leaders New Skills and New NeedsCRYSTAL H | FOS PD
Much has been discussed about millennials in the workplace but what are the keys to building the younger generation into effective leaders This session will explore how their immersion in technology gives them strengths and challenges when taking on new responsibilities as leaders in the federal workplace
M Doreen Shute Managing Principal CliftonLarsonAllen LLP
T140 Program Evaluation mdash Letrsquos Tell the TruthCRYSTAL K-L | FOS MGMT
This session will discuss the benefits of conducting program evaluations to determine program effectiveness support data analyses and make informed budget decisions Hear from federal state and local representatives who have conducted program evaluations and learn how the results were used
M Robert Tuccillo CFO Federal Transit Administration
T141 Look No Further Intergovernmental Job Aids to the RescueGRAND 9-11 | FOS ACCG
Learn about available tools guides and job aids for all levels of government developed by AGArsquos Intergovernmental Partnership (IP) program During this session government leaders will showcase tools and other resources available on AGArsquos website (wwwagacgfmorgtools-resources)
M Clark Partridge State Controller AZ
405 ndash 530 pm
Corporate Partner Advisory Group (CPAG) MeetingNEW ORLEANS
CPAG representatives and those from organizations interested in joining the program are invited to participate in this annual business meeting This meeting is an excellent opportunity to network with other corporate partner representatives and learn how to maximize your organizationrsquos partnership with AGA
8 ndash 10 pm
AGA Networking ReceptionMARRIOTT HOTEL LOBBY BAR
Join us for some after-dinner networking and socializing
32 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
See description on page 14
630 am ndash 4 pm
Registration Open
715 ndash 815 am
National Awards BreakfastCYPRESS BALLROOM
820 ndash 910 am
W100 Plenary Session OMBTreasuryDoD UpdateCYPRESS BALLROOM | FOS ACCG
David Lebryk Fiscal Asst Secrsquoy Treasury
David Norquist Under Secrsquoy of Defense (Comptroller) CFO DoD
Tim Soltis Dep Controller OMB
M Ann Ebberts CEO AGA
910 ndash 10 am
W101 Plenary Session Innovate the Way You InnovateCYPRESS BALLROOM | FOS PD
Learn how to create a culture of innovation within your organization Mr Shapiro will highlight how to use a challenge-centered approach to measure innovation the process of experimentation and how to maximize return on investments
Stephen Shapiro Innovation Expert
10 ndash 1030 am
Coffee BreakCRYSTAL FOYER
1030 ndash 1145 am
W102 One on One with GASB mdash An UpdateGRAND 9-11 | FOS ACCG
Meet with members of the GASB to receive the most up-to-date information regarding GASB standards exposure drafts and other projects that affect governments and their auditors
M Lealan Miller AGA FMSB Chair
W103 DoD Audit UpdateCANARY 1-2 | FOS AUD
This session will focus on the major audit and financial improvement activities underway across DoD
M Bryan Nelms Principal Kearney amp Company
W104 Understanding and Using the New Service Organization Control ReportsCANARY 3-4 | FOS AUDG
This session will discuss the significant changes underlying the new service organization control reports issued under AT-C 320 (formerly SSAE 16)
M Asif Khan Dir FM and Assurance GAO
W105 Managing in the Changing Workplace EnvironmentCRYSTAL A-B | FOS HR
Hear about the techniques and tools available to managers to maintain a team-building environment with a significant number of employees teleworking
M Thalia Melendez Dir of Audit Svcs NY State Educ Dept
AGA PDT 2018 | ORLANDO 33
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W106 Data All Around Us mdash CFOrsquos Move to a New NormalCRYSTAL M-Q | FOS IT
Advanced data analytics have turned data into powerful insights to manage programs and enhance the citizen experience as never before This session will explore how the availability of data is changing the role of the CFO
M Jorge Asef-Sargent Partner KPMG LLP
W107 How Emerging Technologies Will Transform Payments and CollectionsCRYSTAL K-L | FOS IT
Payments and collections are fertile ground for emerging technologies Artificial intelligence robotics Blockchain big data and the continued digitization of commerce will continue to transform payments and collections Panelists will share their futurist views of the payments and collections landscape
M Joe Hussey Managing Dir JP Morgan Treasury Services
W108 Cloud Enterprise Reporting mdash The FIRST FrontierCRYSTAL C-F | FOS IT
This session will explore cloud enterprise reporting Attendees will learn how to utilize the cloud to streamline external reporting by ingestion data centrally and then maximizing the utility of data to enhance integrity and inform management decisions
M Demek Adams Principal Grant Thornton LLP
W109 Annual Womenrsquos Forum Leading in Life and CareerCRYSTAL H | FOS PD
Empowered women are a cornerstone of effective government and a more competitive federal state and local workforce of the future Join this powerful annual convening of women leaders in accounting finance and technology as they discuss their journey and careers with high-impact and meaning
M Tracey Walker Natrsquol Dir Govt Affairs Culture Diversity and Inclusion RSM US LLP
W110 Federal Financial Standards Will We Get ThereGRAND 12-14 | FOS ACCG
Department of the Treasuryrsquos Office of Financial Innovation and Transformation (FIT) is defining federal financial standard references to promote innovation a common knowledge base and processes to improve interoperability of federal systems Join this session for an update on FITrsquos work and the expected benefits of this initiative
M Marshall Henry FM Program Manager Treasury Fiscal Service
1145 am ndash 1245 pm
National Awards LuncheonCYPRESS BALLROOM
1 ndash 2 pm
Financial Management Standards Board MeetingWASHINGTON
34 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1 ndash 215 pm
W111 Conducting Effective Assessments of Internal ControlsCRYSTAL K-L | FOS ACCG
This session will introduce participants to key concepts issues and standards necessary to design and implement policies to achieve the organizationrsquos objectives
M Sefton Boyars ConsultantTrainer Sefton Boyars CGFM CPA
W112 New Fraud Fighters Cryptocurrencies Blockchain and Secure TransactionsCRYSTAL C-F | FOS AUD
Government is inherently a transactional business From deeds to disbursements the quantity of documents governments maintain on paper and digital image continues to grow Criminals are abusing the current processes to commit fraud at an increasing rate Learn how you can use Blockchain to disrupt and combat fraud
M Jay Schulman Principal RSM US LLP
W113 Data Visualization mdash Using Geographic Information Systems as an Audit ToolGRAND 9-11 | FOS AUDG
Geographic Information Systems (GIS) are increasingly being utilized as a tool to present audit information Learn from experts on how recipients of government services using GIS provides a wealth of audit opportunities
M Gwendolyn Sewell Chief Mission Compliance and Audit ReadinessAccounting Air Force
W114 Finance 2020 Embracing the Changes to ComeCRYSTAL A-B | FOS MGMT
What is the role of CFOs and senior finance staff in this rapidly changing digital world This session will explore the evolution in the field from an expense control spreadsheet-driven and retrospective reporting center into a predictive analytics powerhouse
M Scott Quehl Sr Principal Accenture Federal Services
W115 Quality Management ConfrontationGRAND 12-14 | FOS MGMT
How do you optimize resources and maximize efficiency Join our panel of experts as they discuss various topics in performance management and answer questions such as ldquoHow is quality management implemented throughout an organizationrdquo and ldquoHow do you view and plan around resource allocationrdquo
M Wayne Ference Partner Castro amp Company LLC
W116 Enterprise Risk Management Stories from the Front LinesCRYSTAL H | FOS MGMT
For the past two years agencies have been working to implement the changes made to OMB A-123 This session will feature feedback from agency risk officers on whether ERM is living up to expectations
M Tom Carroll CFO AOC
AGA PDT 2018 | ORLANDO 35
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W117 Leadership Keys to SuccessCRYSTAL M-Q | FOS PD
Gain perspective from a senior leader in government about how you can make a difference in your organization This entertaining session will cover how to develop people build trust cultivate relationships and communicate more effectively Leadership is possible at any level of government
M Mary Peterman Dep Chief Finance and Procurement AOUSC
W118 Building an Optimal Analytics-Driven Program Integrity OfficeCANARY 1-2 | FOS MGMT
With the passage of the Fraud Reduction and DATA Act agencies are under increased pressure to have effective program integrity offices that leverage data analytics and focus on outcomes Hear best practices found from a comprehensive pilot project conducted at the VA
M Linda Miller Dir Grant Thornton LLP
W119 Competencies The Thread that BindsCANARY 3-4 | FOS HR
DoD like other agencies is required by law to develop functional competencies to use in strategic workforce planning The DoD FM community developed 24 enterprise-wide FM competencies Learn how these competencies serve as the thread which binds the FM workforce development portfolio into a coherent strategic plan which guides career development
M Jansen Sauvageau SVP PNC Bank
230 ndash 3 pm
AGA National President Gavel ExchangeCYPRESS BALLROOM
3 ndash 4 pm
W120 Closing Plenary Session Shift Your Brilliance Leading Amidst UncertaintyCYPRESS BALLROOM | FOS PD
This session will teach participants how to solve problems get out of the past and think like a leader of the future You will develop an enhanced sense of perspective understand where you shine and learn how to lead without a title to create effective change
Simon Bailey Author amp Inspirational Coach
M John Lynskey AGA 2018ndash2019 National President
6 ndash 11 pm
Presidentrsquos Appreciation ReceptionROYALSABALSAGO
Join us as we celebrate and thank 2017ndash2018 AGA National President Jim Arnette for his service and contributions to AGA and the financial management community
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
36 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
AGA PDT 2018 | ORLANDO 37
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
Please join us in thanking our sponsors for their generous support of AGArsquos 2018 Professional Development Training
PLATINUM SPONSORS
Accenture Federal ServicesVIRTUAL EXPERIENCE
Rowan MirandaManaging Dir CFO Advisory Practice Leadrowanamirandaaccenturefederalcomwwwaccenturefederalcom
Accenture Federal Services a wholly owned subsidiary of Accenture LLP is a US company with offices in Arlington Va Accenturersquos federal business has served every cabinet-level department and 30 of the largest federal organizations Accenture Federal Services transforms bold ideas into breakthrough outcomes for clients at defense intelligence public safety civilian and military health organizations
Grant Thornton LLPTOTE BAGS
Robert SheaPrincipal Global Public Sectorrobertsheausgtcomwwwgranthorntoncompublicsector
Grant Thornton LLP the US member firm of Grant Thornton International is one of six global accounting tax and business advisory organizations Our Global Public Sector based in Alexandria Va is a management consulting business providing responsive and innovative financial performance management and systems solutions to governments and international organizations
GOLD SPONSORS
CGIDIGITAL EXECUTIVE SESSION
Kevin GreerVP Mgmt Consulting KevinGreercgifederalcomwwwcgifederalcomusfederal
A global leader in IT business process and professional services CGI partners with federal agencies to provide end-to-end solutions for defense civilian and intelligence missions Since 1976 we have delivered quality services to help clients achieve results at every stage of the program product and business lifecycle
38 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CliftonLarsonAllenBADGE HOLDERS
Doreen ShuteManaging Principal Fed Govt SvcsDoreenShuteCLAconnectcomwwwCLAconnectcom
CLA is a professional services firm delivering integrated advisory outsourcing and public accounting capabilities to help clients succeed professionally and personally Our practice group members are recognized industry experts and established leaders in the government community We focus on active engagement in the industry a sentiment beyond meeting requirements and standards
DeloitteWATER BOTTLESHYDRATION STATIONS
Colin Duncan Managing Dircoduncandeloittecom wwwdeloittecomusfederal
Deloittersquos Government and Public Services practice consists of more than 12000 professionals across the country serving federal state and local government and higher education clients across consulting and advisory functions bring fresh perspective mdash from inside and outside government mdash to help solve our nationrsquos biggest challenges We bring insights from our client experience and research to drive bold and lasting results People Ideas Technology and Outcomes mdash all Designed for Impact
EYAGA EXECUTIVE SESSION
Bill ColbertPartner PI Financebillcolberteycomwwweycomgovpublicsector
The Government and Public Sector practice of Ernst amp Young LLP provides a full range of consulting and audit services leveraging our experience with both government and commercial clients We deliver real change and measurable results through our diverse high-performing teams operational know-how from across our global organization and bold ideas tailored to each clientrsquos unique mission
AGA PDT 2018 | ORLANDO 39
GOLD SPONSORS (continued)
GuidehouseMONDAY LUNCHEON
Christina VanecekMarketing Mgrcvanecekguidehousecomwwwguidehousecom
Guidehouse formerly PwC Public Sector provides management technology and risk consulting to clients around the world through more than 1600 professionals in 20 locations Now as Guidehouse we offer the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected
Kearney amp CompanyPHOTO BOOTH
Erika SteiningerPartneresteiningerkearneycocomwwwkearneycocom
Kearney amp Company a CPA and consulting firm exclusively serving the Federal Government takes pride in its ability to assist agencies in meeting business objectives and complying with complex requirements Practice areas include Financial Reporting and Accounting Support Internal ControlsA-123 Financial Services Financial Healthcare Services Advisory Services and Program Management
KPMG LLPHOST COMMITTEE SHIRTS MONDAY BREAKFAST
Diane DudleyPartner-in-Charge Fed Auditddudleykpmgcomwwwkpmgcom
For more than 100 years KPMG LLP has assisted the government in the civilian defense and intelligence sectors Today we help these organizations adapt to new environments by working with them to transform business models leverage data protect information assets and provide assurance services while focusing on their mission
40 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
CPAG Small Business CommitteeTUESDAY LUNCHEON
Dedicated members of AGArsquos Small Business Committee are proud to sponsor the 2018 PDT Tuesday Awards Luncheon Thank you to 2nd Wave Castro amp Co Immersion RMA Associates TFC Consulting Trilogy Federal and Watkins Government Services
Get Inspired During PDTthen submit your best practices to the Journal of Government Financial Management by Sept 1 2018
Learn more and view the 2018ndash2019 editorial calendar at wwwagacgfmorgjournal
SILVER SPONSORS
JP MorganTUESDAY BREAKFAST
Denise PetittaExec DirDenisePetittajpmorgancomwwwjpmorgancom
JP Morgan is a premier corporate and investment bank with a full suite of global financial services and capabilities Our clients include the worldrsquos most important corporations governments financial institutions pensions sovereign wealth organizations states and municipalities we offer strategic advice and deliver banking services in more than 100 countries
AGA PDT 2018 | ORLANDO 41
SILVER SPONSORS (continued)
RSM US LLPPDT APP amp WIFI
Mary GoldsmithFed Bus Dev Dirmarygoldsmithrsmuscomwwwrsmuscom
RSM US LLP provides risk financial and technology management consulting services to the public sector We are an inclusive enterprise and support AGA CPAG and Womenrsquos forum We help federal state and local entities improve performance through a comprehensive understanding of their business models internal processes objectives and daily realities
BRASS SPONSORS
Automation AnywhereSTANDING SIGN
Sharon OrsquoNeillHead of Americas Field Marketingsharononeillautomationanywherecom wwwautomationanywherecom
Automation Anywhere is the global leader in enterprise-grade comprehensive Robotic Process Automation software including Cognitive and real-time analytics Over 1000 of the worldrsquos largest brands use our platform to create and manage their Digital Workforce and scale their business processes faster with near-zero error rates while dramatically reducing operational costs
Crowe LLPTUESDAY AM COFFEE BREAK
Bert NeuhringRisk Consulting Partnerbertnuehringcrowecomwwwcrowecom
Crowe LLP is a public accounting consulting and technology firm with offices around the world Crowe uses its deep industry expertise to provide audit services to public and private entities The firm and its subsidiaries also help clients make smart decisions that lead to lasting value with its tax advisory risk and performance services
42 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
BRASS SPONSORS (continued)
MastercardMONDAY AFTERNOON COFFEE BREAK
MariBeth McCarthyVP Bus Leadermaribeth_mccarthymastercardcomwwwmastercardcom
Mastercard (NYSE MA) is a technology company in the global payments industry We operate the worldrsquos fastest payments-processing network connecting consumers financial institutions merchants governments and businesses in more than 210 countries and territories Mastercardrsquos products and solutions make everyday commerce activities easier more secure and more efficient for everyone
PNC BankDIRECTIONAL SIGNAGE
Lauren GradwellAccount MgrLaurengradwellpnccomwwwpnccomideas
PNC is one of the nationrsquos largest financial services organizations providing retail and business banking residential mortgage banking specialized services for corporations and government entities including corporate banking treasury management real estate finance asset-based lending wealth management and asset management We are focused on delivering ideas insight and solutions to our clients to help them maximize the value of their business
Williams AdleyMONDAY MORNING COFFEE BREAK
Melinda BuckBus Dev Leadmbuckwilliamsadleycomwwwwilliamsadleycom
Williams Adley is one of the countryrsquos premier certified public accounting and management consulting firms Our diverse knowledge backgrounds and subject-matter expertise help a wide variety of government agencies and businesses achieve their financial program and information technology goals
AGA PDT 2018 | ORLANDO 43
MEDIA SPONSORS
Government Matters
John Meyer Managing DirjmeyerGovMatterstv wwwGovMatterstv
Government Matters is a television news program dedicated to providing non-partisan information and analysis to federal managers contractors and those supporting the federal marketplace The program airs weeknights in Washington DC on NewsChannel 8 Sunday Mornings on ABC 7 and worldwide on the American Forces Network (AFN)
GOVERNING
Meg Keller Dir of Marketingmkellergoverningcomwwwgoverningcom
For 25 years GOVERNING has been the only publication dedicated to providing the information insight and inspiration state and local leaders need to govern effectively Subscriptions for most state and local government professionals are free as is attendance at most GOVERNING events
Route Fifty
Hilery Sirpis Publisherhsirpisgovexeccomwwwroutefiftycom
Route Fifty a new digital publication and events brand from Atlantic Mediarsquos Government Executive Media Group connects leaders and ideas advancing state and local governments with news insight and resources It facilitates sharing of best practices and ideas among those creating government programs policies and institutions for the 21st century
44 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Play AGArsquos Exhibitor Hunt and win big prizes
including FREE registration to an
upcoming AGA training event
View CPEs Earned
Visit httpsessions ats-leads comagapdt2018 and enter your badge number to view CPEs earned during PDT
Note Only CPEs earned from previous day(s) can be viewed
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VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
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MAIN
VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
MAINENTRANCE
Stop by PDT 2019 Booth 102
Relax RechargeGet a free massage
46 AGACGFM | PDT18
Exhibit Hall Floor Plan
Exhibitors by Booth Number
Company Name Booth
Infor 100 Bureau of the Fiscal Service 101Audimation Services 104American Society of Military Comptrollers 106Kearney Photo Booth 107Graduate School 108 Sehlke Consulting LLC 200Guidehouse 201Kforce Government Solutions Inc 202mLINQS LLC 203RSM US LLP 207GrantSolutions 209ACL Services Ltd 300Williams Adley 301CohnReznick Government 302AOC Solutions 303CGI Federal 306Virtual Experience with Accenture 307Savantage Solutions 308TeraThink Corporation 400Lynch Consultants LLC 401Interior Business Center 402GEHA 403
Company Name Booth
IFAS LLC 407TFC Consulting Inc 409Grant Thornton LLP 500RMA Associates LLC 501Castro amp Company LLC 503KPMG LLP 506AGA Community Service amp Silent Auction 507Kearney amp Company 600EY 601AGA 607J P Morgan 701FI Consulting 703CliftonLarsonAllen LLP 706MorganFranklin Consulting 707Becker Professional Education 709Management Concepts 800Qlik Tech Inc 801U S Army Financial Management Command 802The MIL Corporation 805Immersion Consulting 806Automation Anywhere 809
ACL Services LtdBOOTH 300wwwaclcom
ACL is a global software company with innovative solutions for public sector professionals to keep processes in check and provide higher levels of assurance through team-based analytic approaches ACLrsquos platform has helped over 250 government offices globally to bolster compliance manage risks and assure effective governance Learn more at our booth and wwwaclcom
AGABOOTH 607wwwagacgfmorg
AGA is the member organization for government financial management professionals We lead and encourage change that benefits our field and all citizens Our networking events professional certification publications and ongoing education help members build skills and advance their careers Learn about our thought-leadership library online tools CGFM designation and more
AGA PDT 2018 | ORLANDO 47
Exhibitor Appreciation AGA Corporate Partner
AGA Community Service amp Silent AuctionBOOTH 507
Buy tickets and bid for great prizes in our silent auction including gift certificates gift baskets sports memorabilia vacations and more Proceeds support AGArsquos National Community Service Fund the American Cancer Society the American Heart Association the Humane Society and Habitat for Humanity Winners posted daily present the winning ticket to claim your prize
AGA New Orleans ChapterBACK OF EXHIBIT HALLwwwagacgfmorgneworleans
Stop by our booth to learn more about New Orleans and plan your trip to PDT 2019 scheduled for July 21ndash24 2019 You might win a free PDT 2019 registration
American Society of Military Comptrollers BOOTH 106wwwasmconlineorg
ASMC is the non-profit educational and professional organization for persons military and civilian in the overall field of military comptrollership ASMC promotes the education and training of its members and supports the development and advancement of the military comptrollership profession The society provides professional programs to keep members abreast of current issues and encour-ages the exchange of information techniques and approaches
AOC SolutionsBOOTH 303wwwaocfederalsolutionscom
AOC Solutions Inc is a Service-Disabled Veteran-Owned Business providing financial management federal accounting audit readiness support and technology services AOC thought leaders are dedicated to helping agencies identify better ways to analyze accounting and financial data for cost reduction and increased efficiency
Audimation ServicesBOOTH 104wwwaudimationcom
Audimation Services Inc is the US distributor of CaseWare IDEAreg a powerful user-friendly data analytics software tool designed to help profes-sionals extend auditing capabilities detect fraud and meet documentation standards We specialize in helping organizations streamline audits simplify data acquisition and improve business processes
Automation Anywhere BOOTH 809
See write-up on page 42
Becker Professional EducationBOOTH 709wwwbeckercom
Do you need CPE for CGFMreg CPA or the new DoD FM Certification Come ask about our Government Family Offer Nearly half a million professionals have advanced their careers through our CPE programs including CPA Exam Review PMPreg Exam Review Cybersecurity Six Sigma and more And be sure to check out our new program for Certified Anti-Money Laundering Specialists (CAMS)
Bureau of the Fiscal ServiceBOOTH 101wwwfiscaltreasurygov
The Bureau of the Fiscal Service serves as a catalyst for transforming the way the federal government manages finances and delivers shared services Our passion is improving financial management and shared service delivery through efficient and effective operations and through guidance and assistance to others
48 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Castro amp Company LLCBOOTH 503www castroco com
Headquartered in Washington DC Castro amp Company is an audit advisory and accounting services CPA firm with a strong federal customer focus We are a Minority-Owned Small Business offering the personalized services of a small firm with the full resources and quality expected from a larger CPA firm
CGI FederalBOOTH 306
See write-up on page 38
CliftonLarsonAllen LLPBOOTH 706
See write-up on page 39
CohnReznick GovernmentBOOTH 302www cohnreznick com
CohnReznick Government provides audit accounting and financial management compliance risk and integrity monitoring program and project management and disaster response and recovery Our comprehensive project management approach provides clients with reliable processes and delivers accounting insights to help government organizations improve communication administer fiscal and operational strategies and meet compliance requirements
EYBOOTH 601
See write-up on page 39
FI ConsultingBOOTH 703www ficonsulting com
FI Consulting develops effective practical solutions to help federal agencies achieve their missions while operating efficiently managing risk and adapting to a changing policy environment We apply our core strengths in Data Analytics Modeling and Technology to gain program performance insight manage risk improve operations and better deliver mission
GEHABOOTH 403www geha com
GEHA provides medical and dental plans through the FEHB and FEDVIP programs for more than 18 million federal employees retirees and their families GEHA members receive year-round vision and hearing benefits plus other discounts For more information please stop by our booth or visit gehacom and gehadentalcom
Graduate SchoolBOOTH 108www graduateschool edu
Graduate School USA provides a wide range of learning opportunities in formats accessible to adult learners everywhere through training continuing education courses executive and leadership development and credit offerings For professionals in the government auditing and financial management community we offer a comprehensive curriculum taught by leading practitioners
Grant Thornton LLPBOOTH 500
See write-up on page 38
AGA PDT 2018 | ORLANDO 49
GrantSolutionsBOOTH 209www grantsolutions gov
GrantSolutions supports Federal agencies throughout the grants lifecycle mdash from pre-award planning through application award and closeout Our service finds solutions for shared mission needs across agencies while incorporating unique business and regulatory processes for grant programs GrantSolutions is an OMB-selected grants business leader providing end-to-end innovative grants management services dedicated to advancing the mission of Federal agencies
GuidehouseBOOTH 201
See write-up on page 40
IFAS LLCBOOTH 407www ifas-llc com
IFAS is an 8(a) Service-Disabled Veteran-Owned Small Business Woman-Owned Small Disadvan-taged Business providing Program Management Business and Finance Operations Integrated Logistics and IT Support Services to meet specific needs of our clients We provide geographically dispersed support available when and where you need us
Immersion ConsultingBOOTH 806www immersioninc com
Immersion Consulting a Service-Disabled Veteran-Owned Small Business headquartered in Annapolis Md provides business management and technology consulting to government nonprofit and commercial clients Founded in 2004 we specialize in program management financial management technology services and training Our mission provide clients with actionable business solutions that yield sustainable results
InforBOOTH 100www infor com
Infor Public Sector solutions streamline financial management across multiple systems With more than 25 years of public sector experience Infor helps you meet organization demands including budget and audit readiness performance management and financial control with flexible solution deployment options to help you operate more quickly and efficiently
Interior Business CenterBOOTH 402www doi govibc
The Interior Business Center one of several OMB-approved interagency shared-service providers offers acquisition financial manage-ment and HR under a fee-for-service full cost recovery business model By assisting multiple federal organizations IBC can leverage resources to share economies and efficiencies with external customers and our parent agency the US Department of the Interior
JP MorganBOOTH 701
See write-up on page 41
Kearney amp CompanyBOOTH 600
See write-up on page 40
Kforce Governnment Solutions IncBOOTH 202www kforcegov com
Kforce Government Solutions Inc (KGS) provides management and technology solutions to Federal Government and State and local agencies We deliver customized solutions across financial management organizational transformation and IT to solve our clientsrsquo most complex mission and business challenges KGS also offers the innovative TraumaFXreg line of medical training manikins
50 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
KPMG LLPBOOTH 506
See write-up on page 40
Lynch Consultants LLCBOOTH 401www lynchconsultants com
Lynch Consultants provides strategic financial and program advisory and assistance services to the federal government We partner with clients to deliver project management services financial and business support and strategic policy solutions for complex government programs Clients include numerous federal departments including DoD Navy Army VA HHS and HUD
Management ConceptsBOOTH 800www managementconcepts com
Management Concepts is a leading provider of professional development performance improve-ment and talent management solutions for the public sector Since 1973 we have collaborated with the federal government state and local offices non-profit organizations universities and corporations to enhance the performance of teams and organizations Follow us on Twitter Mgmt_Concepts
The MIL CorporationBOOTH 805www milcorp com
The MIL Corporation has grown steadily for 36 years and remains dedicated to excellence service and support across our four major service areas financial management and systems support information technology cyber security and systems and C4 engineering For more information please visit us at wwwmilcorpcom or on Facebook at httptinyurlcomFacebookMIL
mLINQS LLCBOOTH 203www mLINQS net
mLINQS a Service-Disabled Veteran-Owned Small Business founded in 2003 provides the govern-mentrsquos leading employee relocation management system and E-Gov travel (ETS2) consulting services Since 2004 mLINQS relocation system has automated relocations and tracked expenses for more than 30 agencies
MorganFranklin ConsultingBOOTH 707www morganfranklin com
MorganFranklin Consulting headquartered in McLean Va provides business consulting and technology solutions to public companies fast-growing private companies and US govern-ment agencies Third-party customer satisfaction surveys highlight the companyrsquos reputation for being hands-on flexible and skilled at bringing diverse groups together to complete projects on time and within budget
Qlik Tech IncBOOTH 801www qlik com
Qlikreg is the leading data analytics platform and the pioneer of user-driven business intelligence Its portfolio of cloud-based and on-premise solutions meets customersrsquo growing needs from reporting and self-service visual analysis to guided embedded and custom analytics regardless of where data is located
RMA Associates LLCBOOTH 501www rmafed com
RMA an SBA Certified 8(a) Small Business located in the Washington DC metropolitan area specializes in audit consulting and advisory
AGA PDT 2018 | ORLANDO 51
RSM US LLPBOOTH 207
See write-up on page 42
Savantage SolutionsBOOTH 308www savantage net
Savantage Solutions a CMMIreg Level 3 Rated and ISO 90012008 certified company is a leading provider of software development business consulting and program management support services One of only five vendors of financial management systems certified for federal use Savantage takes pride in its service excellence
Sehlke Consulting LLCBOOTH 200www sehlkeconsulting com
Founded in 2011 Sehlke Consulting is a Service-Disabled Veteran-Owned Small Business and Historically Underutilized Business Zone (HUBZone) firm based in Arlington Va We provide comprehensive leading solutions in Financial Management Acquisition Management Logistics and Supply Chain Management and National Security amp Defense Programs
TeraThink CorporationBOOTH 400www terathink com
TeraThink takes pride in the outstanding reputation we have earned over the past 15 years for delivering superior results to federal customers With expertise in agile development enterprise application technologies financial services and cloud solutions our delivery platform brings exceptional scale and value to support customersrsquo transformation business automation and mission-related goals Visit our booth and wwwTeraThinkcom for more information
TFC Consulting IncBOOTH 409www tfcci net
A licensed CPA firm Small Disadvantaged Business and ISO 9001_2015-certified enterprise TFC is the trusted partner of federal agencies facing complex financial management challenges Now celebrating 15 years of success and excellence in assisting clients TFC develops and implements comprehensive solutions to improve financial management environments and achieve operational efficiency
US Army Financial Management CommandBOOTH 802www facebook comUSAFMCOM
US Army Financial Management Command is responsible for the delivery of Army-wide Financial Management (FM) functions including Enterprise Resource Planning systems support audit and compliance support financial operations support and ERP business process standardization support and for providing operational oversight of Army field FM activities
Williams AdleyBOOTH 301
See write-up on page 43
Note The contents of this exhibitor list were compiled from information supplied by exhibitors While every effort has been made to ensure contents are correct AGA is unable to accept liability for errors or omissions or for any claims made by exhibitors
52 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AGA PDT 2018 | ORLANDO 53
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AIG Assistant Inspector GeneralAssoc AssociateAsst AssistantBus BusinessCEO Chief Executive OfficerCFO Chief Financial OfficerCIO Chief Information OfficerCo CountyComm CommitteeCOO Chief Operating OfficerCPAG Corporate Partner Advisory GroupDep DeputyDept DepartmentDev DevelopmentDir DirectorDiv DivisionEduc EducationERM Enterprise Risk ManagementExec ExecutiveFed FederalFM Financial ManagementGM General Manager Govt Government
Fields of Study See page 4 for list of Fields of Study
AOC Architect of the CapitolAOUSC Administrative Office of the
US CourtsCommerce US Department of CommerceDHHS US Department of Health
and Human ServicesDHS US Department of
Homeland SecurityDLA Defense Logistics AgencyDoD US Department of DefenseDoE US Department of EnergyDOI US Department of the InteriorDOJ US Department of JusticeDoS US Department of StateFASAB Federal Accounting Standards
Advisory BoardFiscal Service Bureau of the Fiscal ServiceFIT Office of Financial Innovation
and TransformationFMSB Financial Management Standards
BoardFTA Federal Transit Administration
HR Human ResourcesIG Inspector GeneralIT Information TechnologyMgmt ManagementMgr ManagerNatrsquol NationalOfc OfficePNP AGA Past National
PresidentPNT AGA Past National
TreasurerRPA Robotic Process
AutomationRVP Regional Vice PresidentSecrsquoy SecretarySME Subject Matter Expert Sr SeniorSvc ServiceSVP Senior Vice PresidentTech TechnicalUniv UniversityVP Vice President
GAO Government Accountability OfficeGASB Government Accounting Standards
BoardGSA US General Services
AdministrationHUD US Department of Housing
and Urban DevelopmentIRS Internal Revenue ServiceNASA National Aeronautics and Space
AdministrationNSF National Science FoundationOCFO Office of the Chief Financial OfficerOIG Office of Inspector GeneralOMB Office of Management and BudgetSBA Small Business AdministrationTreasury US Department of the TreasuryUSAID US Agency for International
DevelopmentUSDA US Department of AgricultureUSPTO US Patent and Trademark OfficeVA US Department of
Veteran Affairs
54 AGACGFM | PDT18
Glossary
MAIN CONVENTION CENTERSINGLE-LEVEL
REGISTRATION
CYBER LOUNGE
EX
HIB
IT H
ALL
PLENARY S
ESSIO
NS
AGA PDT 2018 | ORLANDO 55
Convention Center Floor Plans
圀䔀 䰀䤀匀吀䔀一 簀 圀䔀 䤀一一伀嘀䄀吀䔀 簀 圀䔀 䐀䔀䰀䤀嘀䔀刀
吀愀猀栀甀 吀爀椀瘀攀搀椀Ⰰ 倀爀攀猀椀搀攀渀琀䌀䔀伀 㜀㤀㐀 漀爀 琀琀爀椀瘀攀搀椀䀀琀昀挀挀椀渀攀琀
嘀椀猀椀琀 漀甀爀 眀攀戀猀椀琀攀 愀琀 眀眀眀琀昀挀挀椀渀攀琀
䘀漀爀 洀漀爀攀 椀渀昀漀爀洀愀琀椀漀渀 挀漀渀琀愀挀琀 吀䘀䌀
椀猀 琀栀攀 琀爀甀猀琀攀搀 瀀愀爀琀渀攀爀 昀漀爀 昀攀搀攀爀愀氀 愀最攀渀挀椀攀猀 琀栀愀琀愀爀攀 昀愀挀椀渀最 挀漀洀瀀氀攀砀 ǻ渀愀渀挀椀愀氀 洀愀渀愀最攀洀攀渀琀 挀栀愀氀氀攀渀最攀猀
吀䘀䌀 䌀漀渀猀甀氀琀椀渀最 䤀渀挀
뜀뜀
뜀뜀뜀뜀
䔀渀琀攀爀瀀爀椀猀攀 刀椀猀欀 䤀渀琀攀爀渀愀氀䌀漀渀琀爀漀氀猀 䄀搀瘀椀猀漀爀礀䤀洀瀀爀漀瀀攀爀 倀愀礀洀攀渀琀猀䴀攀愀猀甀爀攀洀攀渀琀 刀攀洀攀搀椀愀琀椀漀渀䘀椀渀愀渀挀椀愀氀 刀攀瀀漀爀琀椀渀最 䄀䄀挀挀漀甀渀琀椀渀最 伀瀀攀爀愀琀椀漀渀猀䘀椀渀愀渀挀椀愀氀 匀琀愀琀攀洀攀渀琀 䌀漀洀瀀氀椀愀渀挀攀 䄀甀搀椀琀䐀愀琀愀 䄀渀愀氀礀琀椀挀猀 伀瀀琀椀洀椀稀愀琀椀漀渀䤀吀 匀攀挀甀爀椀琀礀 刀攀瘀椀攀眀 䄀猀猀攀猀猀洀攀渀琀
伀甀爀 瘀愀氀甀攀ⴀ愀搀搀攀搀 猀攀爀瘀椀挀攀猀㨀
圀栀愀琀猀 礀漀甀爀 渀攀砀琀 洀漀瘀攀㼀
䴀愀渀礀 瀀愀琀栀猀Ⰰ 漀渀攀 挀漀爀爀攀挀琀 爀漀甀琀攀 䘀漀氀氀漀眀 吀䘀䌀 愀氀漀渀最 琀栀攀 爀漀甀琀攀 琀漀 猀甀挀挀攀猀猀 䘀椀爀猀琀 琀栀愀琀 挀漀爀爀攀挀琀氀礀
挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀
TIME EVENT LOCATION
SU
ND
AY
JU
LY 2
2 8 am ndash 6 pm Registration Open Palms Foyer
815 ndash 11 am National Board of Directors (NBD) Meeting Canary 3-4
1030 am ndash 1 pm Intergovernmental Partnership Steering Committee Meeting (invitation only)
New Orleans
1110 am ndash noon Bonus Session Dorsquos amp Donrsquots of Social Networking
Crystal H
1130 am ndash 1 pm AGA Past National President Luncheon New York
1130 am ndash 230 pm AGA Past National Treasurer Luncheon Washington
1245 ndash 4 pm AGA Executive Session (invitation only) Grand 9-11
1 ndash 215 pm Concurrent Sessions See page 10
230 ndash 345 pm Concurrent Sessions See page 11
4 ndash 450 pm Concurrent Sessions See page 12
5 ndash 7 pm Welcome Event with Exhibitors RoyalSabalSago
MO
ND
AY
JU
LY 2
3 6 ndash 630 am Early Morning Stretch amp Exercise Grand 8B
630 am ndash 4 pm Registration Open Palms Foyer
7 ndash 8 am Continental Breakfast with Exhibitors RoyalSabalSago
7 am ndash 630 pm Exhibit Hall Open (closed noon ndash 1 pm) RoyalSabalSago
8 ndash 830 am Opening Ceremony Cypress Ballroom
830 ndash 945 am Plenary Session Cypress Ballroom
930 am ndash 5 pm LinkedIn amp Social Media Hub Open Crystal Foyer
945 ndash 1030 am Coffee Break with Exhibitors RoyalSabalSago
1030 ndash 1145 am Concurrent Sessions See page 14
1145 am ndash 1 pm Luncheon and Awards Ceremony Cypress Ballroom
1 ndash 150 pm Plenary Session Cypress Ballroom
205 ndash 320 pm Concurrent Sessions See page 16
320 ndash 4 pm Coffee Break with Exhibitors RoyalSabalSago
4 ndash 515 pm Concurrent Sessions See page 19
515 ndash 630 pm Monday Event with Exhibitors RoyalSabalSago
All sessions in Crystal H Crystal C-F and Cypress Ballroom are live streamingAll sessions in Crystal H Crystal C-F and Cypress Ballroom are live streaming
8 AGACGFM | PDT18
Schedule at-a-Glance
TIME EVENT LOCATION
TU
ES
DA
Y J
ULY
24 6 ndash 630 am Early Morning Stretch amp Exercise Grand 8B
630 am ndash 4 pm Registration Open Palms Foyer
7 ndash 8 am Continental Breakfast with Exhibitors RoyalSabalSago
7 am ndash 405 pm Exhibit Hall Open (closed noon ndash 1 pm) RoyalSabalSago
8 ndash 915 am Plenary Session Cypress Ballroom
930 ndash 1020 am Concurrent Sessions See page 22
930 ndash 11 am Professional Ethics Board Meeting Washington
930 am ndash 5 pm LinkedIn amp Social Media Hub Open Crystal Foyer
1020 ndash 11 am Coffee Break with Exhibitors RoyalSabalSago
11 ndash 1150 am Concurrent Sessions See page 24
1150 am ndash 1250 pm Luncheon and Awards Ceremony Cypress Ballroom
105 ndash 220 pm Concurrent Sessions See page 26
105 ndash 325 pm AGA Digital Executive Session (invitation only) Grand 9-11
235 ndash 325 pm Concurrent Sessions See page 28
325 ndash 405 pm Coffee Break with Exhibitors RoyalSabalSago
330 ndash 545 pm Young Professionals Roundtable Miami
405 ndash 455 pm Concurrent Sessions See page 30
405 ndash 530 pm CPAG Meeting New Orleans
8 ndash 10 pm AGA Networking Reception Marriott Hotel Lobby Bar
WE
DN
ES
DA
Y J
ULY
25 6 ndash 630 am Early Morning Stretch amp Exercise Grand 8B
630 am ndash 4 pm Registration Open Palms Foyer
715 ndash 815 am National Awards Breakfast Cypress Ballroom
820 ndash 10 am Plenary Sessions Cypress Ballroom
10 ndash 1030 am Coffee Break Crystal Foyer
10 am ndash 4 pm LinkedIn amp Social Media Hub Open Crystal Foyer
1030 ndash 1145 am Concurrent Sessions See page 33
1145 am ndash 1245 pm National Awards Luncheon Cypress Ballroom
1 ndash 2 pm FMSB Meeting Washington
1 ndash 215 pm Concurrent Sessions See page 35
230 ndash 3 pm AGA National President Gavel Exchange Cypress Ballroom
3 ndash 4 pm Closing Plenary Session Cypress Ballroom
6 ndash 11 pm Presidentrsquos Appreciation Event RoyalSabalSago
All sessions in Crystal H Crystal C-F and Cypress Ballroom are live streamingAll sessions in Crystal H Crystal C-F and Cypress Ballroom are live streaming
AGA PDT 2018 | ORLANDO 9
8 am ndash 6 pm
Registration Open
815 ndash 11 am
National Board of Directors (NBD) MeetingCANARY 3-4
AGA national officers will report to the NBD on the 2017ndash2018 program year results and discuss plans for the 2018ndash2019 program year All members are welcome
1030 am ndash 1 pm
Intergovernmental Partnership Steering Committee Meeting (invitation only)NEW ORLEANS
1110 am ndash noon
Bonus Session Dorsquos amp Donrsquots of Social NetworkingCRYSTAL H | FOS COMS
Wersquove come a long way from the time of MySpace mdash the social network landscape is constantly changing Learn which social networks deserve your attention and how to use them to enhance your professional brand and voice
M Lyndsay McKeown Marketing amp Graphics Manager AGA
1130 am ndash 1 pm
AGA Past National President LuncheonNEW YORK
1130 am ndash 230 pm
AGA Past National Treasurer LuncheonWASHINGTON
1245 ndash 4 pm
EXEC1 Executive Session Building the CFO Organization of the Future (invitation only)GRAND 9-11 | FOS HR
Innovation is in the driverrsquos seat and data analytics and robotics are the engine Do federal CFOs have the team they need Wersquoll focus on this challenge in a creative and innovative way by looking at three major levers for success Determining the skills needed in this ldquonew normalrdquo attracting the right talent and retaining and developing your current staff who have demonstrated their commitment to your agency
M Michael Herrinton Partner EY
1 ndash 215 pm
S100 Conduct and Ethics Guidance in a Gray WorldCRYSTAL H | FOS MGMT
Every accountant and auditor knows that at any point an ethical challenge can present itself Learn how to manage situations that can lead to your honor being compromised mdash such as clients facing jail time managing large amounts of money and innocent-seeming requests
M Charles Hester InstructorConsultant AGA RVPndashWest Coast Region
10 AGACGFM | PDT18
Agenda mdash Sunday ModeratorM
Check PDT app for speakers
S101 Governmental Accounting in Academia mdash Where Have You GoneCRYSTAL A-B | FOS HR
In recent years the number of governmental accounting courses offered at colleges and universities has decreased This session will explore how this trend affects the field and how to find and train future government accountants
M Barbara Bail Staff Accountant DLA
S102 Successful Improper Payment Programs Connecting Technology and ERMCRYSTAL C-F | FOS MGMT
Learn how improper payment programs can be effective by incorporating the ERM profile of each payment site location and identified strong control objectives of the business processes
M Mike Wetklow Dep CFO and Div Dir NSF
S103 Powering Excellence and Accountability with RPACRYSTAL M-Q | FOS IT
Do you have the important time-sensitive information needed to be captured from diverse sources then converted to a standard format and transmitted on an hourly basis 247 Automating manual tasks increases productivity and reduces human error resulting in improved processing time and a strong ROI for your agency Transform financial management and help other agencies employ digital workers
M Thomas Spann Head of Fed Sales amp GM Automation Anywhere
230 ndash 345 pm
S104 Managing ChangeCRYSTAL A-B | FOS HR
Managing change is critical for maintaining your workforce and ensuring a pleasant and positive work environment for your organization and clients This session will explore how to use change mdash like changing budgets requirements and new regulations mdash to make a more stable workforce and environment
M Melinda Miguel Dep IG AOC
S105 Blockchain Itrsquos Not Just BitcoinCRYSTAL M-Q | FOS IT
With the rising popularity of Bitcoin do you know what to expect This session will explore critical details of Bitcoin such as distributed ledger technology and Blockchain This session will also explore the reasons behind this trend and if it is the next dot-com bubble
M George Fallon Mgr RMA Associates LLC
S106 Can Grant Managers Meet the New Compliance RequirementsCRYSTAL K-L | FOS MGMT
Grants managers must work to ensure grantees are prepared to effectively and compliantly accomplish grant goals and ensure granteesrsquo systems are compliant with complex data standards and new requirements This session will feature grants program managers as they discuss how they assess and address their various program risks
M Roger Von Elm Principal CliftonLarsonAllen LLP
AGA PDT 2018 | ORLANDO 11
Sunday mdash AgendaGlossary on page 54Check PDT app for speakers
S107 The New Tax Reform is HereCRYSTAL C-F | FOS TAX
The new tax reform brings many new changes to both businesses and individuals This session will explore how tax reform will affect governments your workplace and your taxes
M John Roland Jr VP MIL Corporation
S108 Getting Through the Report Writing and Review Process Without Losing Your SanityCRYSTAL H | FOS AUD
Yoursquove completed the audit and found resultshellip if you could just get it out the door Join us in discussing how auditors communications analysts and senior managers can work together to maximize a reportrsquos readability and effectiveness mdash while remaining collegial
M Mark Bell AIG Audits NSF
4 ndash 450 pm
S109 Managementrsquos Discussion and Analysis Bridging the lsquoGAAPrsquoCRYSTAL C-F | FOS ACC
Managementrsquos discussion and analysis is a key component of financial reporting It tells the reporting entityrsquos story regarding operations service levels successes challenges and future expectations This session will discuss the challenges in concisely achieving GAAP requirements with todayrsquos abundance of data
M Wendy Morton-Huddleston Principal Grant Thornton LLP
S110 Effective Audit and Audit Resolution PracticesCRYSTAL M-Q | FOS AUD
This session will examine both the roles of the auditor and auditee using the Cooperative Audit Resolution and Oversight Initiative (CAROI) The session will highlight resolving audit findings successfully using the viewpoints and evidence from both aspects It will also emphasize the engagement of the proper stakeholders and responsible parties
M Dave LeBlanc SVP-at-Large AGA
S111 Hot Off the Press The New and Improved Yellow BookCRYSTAL H | FOS AUDG
The 2017 Yellow Book represents a modernized version of the standards and helps auditors hold the organizations they audit accountable Panelists will explore the new requirements included in the book such as those related to auditor ethics independence and professional judgment and competence
M Berri Davis Dir GAO
S112 IgniteCANARY 1-2 | FOS PD
During this fast-paced fun and entertaining session each presenter has 20 slides mdash which auto-advance every 15 seconds mdash to tell their personal story This might be bold and possibly brash but it wonrsquot be boring
M Susan Fritzlen COO AGA
5 ndash 7 pm
Welcome Event with ExhibitorsROYALSABALSAGO
12 AGACGFM | PDT18
Agenda mdash Sunday ModeratorM
Check PDT app for speakers
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
AGA PDT 2018 | ORLANDO 13
Sunday mdash AgendaGlossary on page 54Check PDT app for speakers
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
PiYotrade LIVE mdash sweat and burn calories with fusion-style movements inspired by yoga and Pilates This class incorporates dynamic balance strength flexibility and functional training with upbeat music All levels welcome and no equipment is needed Prizes will be given daily plus a grand prize
630 am ndash 4 pm
Registration Open
7 ndash 8 am
Continental Breakfast with ExhibitorsROYALSABALSAGO
8 ndash 830 am
Opening CeremonyCYPRESS BALLROOM
830 ndash 945 am
M100 Plenary Session Monday MorningCYPRESS BALLROOM | FOS ACCG
Hear GAOrsquos comptroller general discuss changes from last yearrsquos US government financial position progress on key GAO initiatives and what GAO and auditors might look forward to in the future
Gene Dodaro Comptroller General GAO
M Ann Ebberts CEO AGA
945 ndash 1030 am
Coffee Break with ExhibitorsROYALSABALSAGO
1030 ndash 1145 am
M101 Wersquove Got the Data Now WhatGRAND 12-14 | FOS ACC
With the DATA Act data is becoming more consistent and reliable Agencies have a plethora of interesting federal obligation and spending data at its fingertips While some agencies see it only as an exercise in compliance others are starting to realize there is a lot of potential with this data Join this session to explore these points hellip and more
M Dave Mader Chief Strategy Officer Deloitte Consulting
14 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
M103 Natural Disasters and Accountability Related to Government FundingCRYSTAL C-F | FOS AUDG
Congress has allocated tens of billions of dollars in disaster-related aid to help communities recover from the devastating hurricanes and wildfires of 2017 States and local governments are also supporting this recovery During this session hear what agencies are doing to ensure government accountability for such aid
M Berri Davis Dir GAO
M104 Building the Future Workforce for StateLocal GovernmentsCRYSTAL H | FOS BMO
How are state and local government leaders recruiting and attracting the next generation of accountants Join the roundtable to see how different offices are fighting back against the ldquosilver tsunamirdquo
M Lealan Miller AGA FMSB Chair
M105 Driving Competitive Advantage with TBMCRYSTAL K-L | FOS BMO
Like any new method process or automation tool Technology Business Management (TBM) will impact federal agencies their technology management and business teams Join this session to learn more about how TBM is creating standards and business views that are meaningful to CIOs and CFOs
M Kevin Greer VP CGI Federal
M106 Accelerating Shared Services for Finance and Accounting OperationsGRAND 9-11 | FOS BMO
For nearly 20 years the federal government has been considering the use of shared services Progress has been slow especially in the area of consolidating duplication and overlap in areas such as finance and accounting This panel examines approaches to accelerate shared services in operations
M Rowan Miranda CFO Advisory Practice Leader Accenture Federal Services
M107 Advanced Process Automation Increasing Productivity with RoboticsCANARY 3-4 | FOS IT
The Fiscal Service and other federal agencies are testing robotic process automation to minimize repeatable manual operations in core financial management processes Learn about future trends in the financial industry along with potential applications that will transform the financial management community Senior leaders across agencies will share trends and discuss the priorities ahead This session will be of interest to the federal state and private sectors
M Craig Fischer Program Mgr Fiscal Service
AGA PDT 2018 | ORLANDO 15
Monday mdash AgendaGlossary on page 54Check PDT app for speakers
M108 OCFO of the Future mdash What Does It Look LikeCRYSTAL M-Q | FOS MGMT
What does the OCFO look like in the age of robotics Blockchain data analytics and cloud computing Attend this session to hear from an expert panel to learn what CFOs are doing to integrate new technology into their organizations and their roles
M Joe Kull Dir Guidehouse
M109 Taking Care of CustomersCRYTAL A-B | FOS PD
Customers are people too hellip and the reason you exist But when has anyone ever trained you to deal with them Take a moment to learn some elements of what it means to take care of customers with more stories and more energy thatrsquoll give you something to think about
M Mary Peterman Dep Chief Finance and Procurement AOUSC
1145 am ndash 1 pm
Luncheon and Awards CeremonyCYPRESS BALLROOM
1 ndash 150 pm
M110 Plenary Session Curing Adultitis mdash Your Prescription for Less Stress and More SuccessCYPRESS BALLROOM | FOS PD
Adultitis is an epidemic that is coming hard after us every day It infiltrates even the best environments producing stress and burnout Learn practical tips for reclaiming your passion bringing more fun and less stress to the job at hand
Jason Kotecki Artist Author Founder of Escape Adulthood
M Mark Easton Dep CFO ndash Comptroller DoD
205 ndash 320 pm
M111 Itrsquos a Disaster Before During and AfterCRYSTAL A-B | FOS ACC
Is your agency equipped for a disaster Hear from federal state and local officials about the challenges and best practices when preparing for responding to and accounting for disasters
M Mary Peterman Dep Chief Finance and Procurement AOUSC
M112 Governance Over Financial Statements IT Control RiskGRAND 9-11 | FOS ACCG
Join a panel of experts as they discuss key resources in the federal space In particular the experts will take a closer look at a management assessment framework for IT general controls in support of the annual assurance process and conclusions
M Scoey Alexander Sr Mgr Kearney amp Company
CGFMs donrsquot forget to wear red or apparel with the CGFM logo
on Tuesday to celebrate CGFM Day
16 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
M113 Lessons Learned from Real-life FraudsCRYSTAL C-F | FOS AUDG
This session will feature presentations of frauds committed by state and local governments Panelists will also discuss how the perpetrators circumvented controls or took advantage of the absence of controls
M Maribeth McCarthy Dir Bus Dev Mastercard
M114 Conducting Audits in Challenging EnvironmentsCRYSTAL K-L | FOS AUDG
Conducting audits in unique environments presents challenges Whether itrsquos in a remote village on the other side of the world in the middle of a disaster or at an unexpected location here at home mdash this session highlights some of these challenges and discusses strategies for overcoming them
M Sal Ercolano Sr Advisor Williams Adley
Follow us guidehouse_us linkedincomcompanyguidehouse-us
Introducing Guidehouse formerly PwC Public Sector oering the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected We invite you to learn more at guidehousecom
copy 2018 Guidehouse
Hi wersquore (not so) new here
AGA PDT 2018 | ORLANDO 17
Monday mdash AgendaGlossary on page 54Check PDT app for speakers
M115 DATA Act Opportunities to Become More Data-DrivenGRAND 12-14 | FOS FIN
Hear about steps Treasury and other federal agencies have taken to improve the quality of the data published on USAspendinggov and explore opportunities for federal state and local governments to use the data to improve performance and outcomes
M Aileen Burgman Sr Policy Analyst Treasury
M116 ldquoKnock Knock rdquo ldquoWhorsquos ThererdquoCRYSTAL H | FOS IT
New innovations in cognitive technology and authentication give government officials a better understanding of who is ldquoknockingrdquo at the door Through cognitive technology digital identity will not only allow government to more effectively and efficiently police access but it will enable citizens to safely electronically engage with government This session will explore digital identity and the new role it can serve as it moves from policing to enabling access
M Tony Hubbard Principal KPMG
M117 Governmentrsquos Blockchain Journey mdash Lessons LearnedCANARY 1-2 | FOS IT
Blockchain has potential to bring security efficiency and speed to a range of services and processes How should agencies look to incorporate Blockchain into the way they function today Panelists will share successes pain points and lessons learned from standing up solutions from Blockchain technology
M Christina Canavan Dir Deloitte
M118 CFO and CIOs 2018 Models for Synergy and SuccessCANARY 3-4 | FOS MGMT
CFO and CIO experts discuss the intersection of policies and management issues that impact them The session will also discuss how these leaders can work together to improve efficiency and transparency reduce risk and strengthen the workforce offering models for success
M Daniel Meers Natrsquol Leader Transformation RSM LLP
M119 The Art of Tinkering Tiny Ways to Transform EverythingCRYSTAL M-Q | FOS PD
Drive innovation achieve new levels of happiness and uncover hidden opportunities by learning the art of tinkering In times of uncertainty and change the small things really do make the biggest difference
M Lisa Casias Dep Asst Secrsquoy for Administration Commerce
320 ndash 4 pm
Coffee Break with ExhibitorsROYALSABALSAGO
More than one concurrent session you want to attend
Donrsquot forget recorded sessions will be archived and available for one year
18 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
4 ndash 515 pm
M120 Audit Tips for Federal Disaster Response EffortsCANARY 3-4 | FOS AUDG
Hear about lessons learned and advice for auditing federal disasters The panel will discuss prior audit findings recom-mendations and tips from previous audits Attendees will also learn insights from Emergency Management Oversight Teams
M Steve Rickrode Dep Asst IG for Audit USDAndashOIG
M121 Financial Audits or Performance AuditsCANARY 1-2 | FOS AUDG
Financial audits have been the backbone of audit shops in state and local government Recently though some of these organi-zations have redirected their efforts into performance audits to give legislators more information on how agencies are meeting their missions This session will explore the differences and similarities between these two audit models and which one could best serve your organization
M Gerry Boaz Tech Mgr TN Div of State Audit
M122 March of the Robots mdash Join the ParadeCRYSTAL H | FOS IT
Software robots or ldquobotsrdquo operate like humans and our understanding of them continue to rapidly evolve During this session the panel will explore experiences of three organizations now implementing intelligent automation solutions
M Kirke Everson Managing Dir KPMG
M123 Moving Federal Financials to the Cloud Two Case StudiesROOM CRYSTAL K-L | FOS IT
Remaining status quo when it comes to financial management systems can cost your agency time and money Join this session to hear from agencies who have eliminated barriers towards growth and moved their agencyrsquos financial management systems to a secure compliant agile and forward-thinking model
M John Nemoto VP Hybrid IT CGI Federal
M124 Swamped and Overwhelmed How to Cope with Data Overload CRYSTAL A-B | FOS MGMT
Agencies have amassed large volumes of data about business operations services and customers Few agencies though have fully tapped this resource to measure and improve performance This panel describes how data can better support federal agency performance management efforts
M Kris Naleszkiewicz Sr MgrndashFinance Analytics Lead Accenture Federal Services
M125 Leadership Gold NuggetsCRYSTAL M-Q | FOS PD
Participants will learn ldquogold nuggetsrdquo of leadership wisdom accumulated during decades of studying practicing and teaching leadership This session will include a panel discussion of these leadership fundamentals and their application in a variety of professional accountability careers
M Paul Barrett Professor Longwood Univ
AGA PDT 2018 | ORLANDO 19
Monday mdash AgendaGlossary on page 54Check PDT app for speakers
M126 What Caused My Risk GRAND 12-14 | FOS STAT
Root cause analysis is often a forgotten element of resolving issues because the focus tends to be more on correcting the issue than evaluating the cause This session will feature this proactive approach to problem resolution to help prevent issues from happening in the future
M Kenneth Donohue Former HUD IG
M127 Ethics in the WorkplaceCRYSTAL C-F | FOS BETH
This session will cover the components of ethical behavior as well as the need to maintain an ethical environment in the workplace Participants will learn tips and techniques to create and maintain an environment that is ethical and conducive to the mission of the organization
M Marsi Woody Financial Exec Officer Idaho State Police
M128 Citizen-Centric Reporting mdash Turning Data Into InformationGRAND 9-11 | FOS ACCG
Hear how AGArsquos Citizen-Centric Reporting (CCR) can be used as an electronic portal to an agency See examples of how agencies have taken enormous amounts of data found on government websites and turned it into pages of focused and easy to read information for the consumer and citizen
M John Lynskey Controller NSF
515 ndash 630 pm
Monday Event with ExhibitorsROYALSABALSAGO
20 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
Health and Dental benefits designed exclusively for federal employees retirees and their families
We stand by you
gehahealth
gehacom
8008216136
OR-ADS-0318-004
Health and Dental benefits designed exclusively for federal employees retirees and their families
We stand by you
gehahealth
gehacom
8008216136
OR-ADS-0318-004
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
See description on page 14
630 am ndash 4 pm
Registration Open
7 ndash 8 am
Continental Breakfast with ExhibitorsROYALSABALSAGO
8 ndash 915 am
T100 Plenary Session Leading from Any SeatCYPRESS BALLROOM | FOS PD
With real-world stories and insights from in and out of the cockpit Shannon Huffman Polson offers tangible leadership lessons for you to seek out your own targets and incorporate them into your own profession By examining leadership and situational challenges Shannon empowers others to lead and thrive in any dynamic environment
Shannon Huffman Polson Former US Army Captain and Pilot
M Doug Glenn AGA Immediate PNP
930 ndash 1020 am
T101 A Future Financial Reporting ModelCRYSTAL M-Q | FOS ACCG
Data and tools exist to provide consumable financial data to internal and external users by providing multiple ways of finding answers What if the data and tools were integrated into a digital model Join this session to learn how digitized data can reinvigorate the way we communicate and interact with financial information
M Tasha Austin Sr Mgr Deloitte
T102 Emerging Issues in State Government AccountabilityCRYSTAL C-F | FOS FIN
States often face many demands on their operation mdash coming from both a local and federal level This session will explore how two states are dealing with these pressures and what the future balancing act of demands looks like for them
M Melinda Miguel Dep IG AOC
T103 Leveraging Data Analytics Transforming Data Into Better DecisionsCRYSTAL H | FOS AUD
As data analytics become more commonplace in government agencies can leverage analytics tools to make better decisions and improve the effectiveness and efficiency of their programs This session will explore how analytics can be used to enhance decision-making
M Shivendra Verma Principal Grant Thornton LLP
PDT18 Follow us
AGACGFM
22 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T104 Implementing the Revised OMB Circular A-123 Appendix ACANARY 1-2 | FOS AUDG
This session will focus on the newly released revision to OMB Circular A-123 Appendix A Hear about the renewed focus on data quality planning as well as flexibilities provided around agency control activities
M David Zavada Sr Partner Kearney amp Company
T105 What Are Subrecipients Doing with Your MoneyGRAND 9-11 | FOS BMO
During this session attendees will hear what a subrecipient monitoring program should include
M Nasr Fahmy Asst Dir for Financial Assistance Oversight DHSOCFOFinancial Assistance Policy and Oversight
T106 Letrsquos Get Uncomfortable and Talk About Sexual HarassmentCANARY 3-4 | FOS HR
Victims of sexual harassment are speaking up and the alleged harassers are being exposed Join this important and timely session to learn what you can do to prevent sexual harassment in your workplace and create a safer work environment
M Karen Wilson Principal Public Sector Practice Guidehouse
T107 Hey Bot mdash What Can You Do for MeCRYSTAL K-L | FOS IT
Robotic Process Automation (RPA) has found its way into the government This session will discuss how federal agencies are currently using RPA and the potential for leveraging cognitive automation and artificial intelligence as the next steps in the intelligent automation process
M Adam Goldberg Exec Architect Fiscal Service
T108 Next Generation ERP Systems for Federal AgenciesGRAND 12-14 | FOS MGMT
This panel will examine ldquowhatrsquos nextrdquo for ERP systems at a time when many federal agencies need to modernize their financial systems This session will debate on-premise vs cloud single vendor vs best of breed agency owned and maintained vs shared services and outsourced support
M James Harris Finance and Enterprise Performance ndash Sr Mgr Accenture Federal Services
T109 Managing Large Complex Federally Funded Grants and ContractsCRYSTAL A-B | FOS SK
Increased scrutiny of large complex grants and contracts require agencies better assess their project risks develop mitigation strategies and monitor outcomes This session covers approaches to manage civilian and military construction projects measure earned-value and improve outcomes
M Bert Nuehring Partner Crowe LLP
AGA PDT 2018 | ORLANDO 23
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
930 ndash 11 am
Professional Ethics Board MeetingWASHINGTON
1020 ndash 11 am
Coffee Break with ExhibitorsROYALSABALSAGO
11 ndash 1150 am
T110 Innovations in Public PerformanceCRYSTAL K-L | FOS ACCG
Not surprisingly citizens want to know what they are getting for their tax dollars Panelists will discuss the performance measures and innovative techniques for engaging citizens developed by governments to help inform taxpayers
M Shivendra Verma Principal Grant Thornton LLP
T111 Setting the Foundation for TransparencyCRYSTAL A-B | FOS ACCG
This is a discussion of lessons learned from the first year of the DATA Act and next steps to improving transparency This session will discuss one agencyrsquos approach to successfully implementing the Act and next steps to improving its results
M Robert Shope Partner EY
T112 Federal Financial Audit Approach AlternativesGRAND 12-14 | FOS AUD
This session will share ideas identified by a federal CFO council workgroup to improve the nexus of costs benefits risks and burdens of the Agency Financial Report audit process
M Scott Bell Sr Staff Accountant Treasury
T113 How to Integrate Non-financial and Financial ReportingCRYSTAL M-Q | FOS AUDG
Explore how agencies leverage internal control over financial reporting organization structure knowledge and tools to address non-financial internal control requirements
M Jon Rymer Dir Lynch Consultants LLC
T114 Go Green From Overhead to Higher Training BudgetsCANARY 1-2 | FOS FIN
This session will discuss ways a department agency or business can decrease costs and allocate more resources towards employee training and professional development
M Chidilim Okonkno Systems Accountant NASA
T115 Where Did My Data Go and Why Should I CareCRYSTAL C-F | FOS IT
How have breaches and data disclosure incidents affected organizations from an economic and reputational perspective This session will discuss the impact of ransomware and other malicious attacks that restrict access to modify or delete your data
M Sarah Mirzakhani IT Principal CliftonLarsonAllen LLP
24 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T116 Application of Emotional IntelligenceCRYSTAL H | FOS PD
Everyone has dealt with ldquodifficultrdquo co-workers and individuals This session will explore how to handle different types of personalities by growing your own emotional intelligence
M Megan Gaillard Dir of Audit Palm Beach Co ndash OIG
T117 CFO SurveyGRAND 9-11 | FOS ACCG
This yearrsquos AGA CFO survey focuses on the tools and processes needed to help agencies address current budgetary challenges and mandates Join this session to hear the results of the online and in-person survey and discuss the findings with a panel of current and former CFOs
M Jim Taylor Managing Dir Grant Thornton LLP
copy 2018 Becker Professional Education Corporation All rights reserved
The knowledge you need to help prepare you for the next level of success
Becker Continuing Professional Education
Whether yoursquore a CPA CGFM CDFM DoD FMCIA CFE CMA or need GAGAS Becker offers Continuing Professional Education (CPE) tohelp meet your needs
With Becker CPE your accounting audit and fi nance professionals receive the timelyand relevant knowledge needed to help themstay ahead
Take advantage of our Subscription Program for unlimited use of Beckerrsquos CPE
+ Special rate forGovernment Agencies
+ Live Webcast and OnDemand formats(24x7 access)
+ Includes streaming videoand video courses
For more details on this program please visit agacgfmorgonlineCPE or contact John Gioeli at jgioelibeckercom
AGA PDT 2018 | ORLANDO 25
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T118 Letrsquos Get Uncomfortable and Talk About Sexual Harassment (repeat session)CANARY 3-4 | FOS HR
See description on page 23
M Karen Wilson Principal Public Sector Practice Guidehouse
1150 am ndash 1250 pm
Luncheon and Awards CeremonyCYPRESS BALLROOM See page 41
105 ndash 220 pm
T119 Certified Government Financial Manager (CGFM)CRYSTAL A-B | FOS PD
Discover the value of the CGFM designation Participants will hear from colleagues on why they pursued this certification and how it has helped advance their careers and distinguish them from others in their field You will also learn tips for preparing for the three CGFM exams
M Katya Silver Dir of Professional Certification AGA
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
T120 Leadership Ethics and Decision Making in Early AuditsCRYSTAL K-L | FOS BETH
Everyone is faced with various levels of ethical dilemmas at work and leadership can often create a culture that promotes unethical behavior without realizing the consequences Join this session to explore how ethics are integral to the behavior of employees and the impact of the behavior on early audits
M Robert Hart Sr Mgr EY
T121 Disrupting Improper PaymentsCRYSTAL H | FOS IT
Preventing improper payments is a government-wide challenge Join this session to learn how to make significant improvements and leverage disruptive technology to promote data sharing recipient authentication and encourage stakeholder collaboration Panelists will share best practices and explore ways to address root causes
M Steven Bernstein Exec Dir Electronic Payments Product Exec JP Morgan Treasury Svcs
T122 Fraud in Federal Assistance ProgramsCRYSTAL C-F | FOS AUDG
This session will give attendees an in-depth look at how fraud in federal programs was handled by state agencies federal grantors and state prosecutors This topic will explore case studies on the Summer Food Service Program and the Child and Adult Care Food Program
M Jeff Hart AGA PNP
Like us on
26 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T123 AGArsquos Grant Survey Improving Grantee ComplianceGRAND 12-14 | FOS MGMT
Recognizing challenges with grantee compliance AGA conducted a nationwide survey of federal grant recipients on implementation issues related to the Uniform Guidance (2 CFR 200) This session will focus on strategies and activities to address the most troubling areas identified by respondents
M James McKay Principal SME Grants Management Line of Business KGS
T124 Agency Risk Profile Lessons Learned and ValueCANARY 1-2 | FOS MGMT
This session will focus on agenciesrsquo experience from their A-123 Risk Profile definition process This session will include discussion of lessons learned outcomes achieved and value created
M Daniella Datskovska Dir ERM and Internal Control TFC Consulting Inc
Helping you succeed is ours Learn more at KPMGcomusfederal
Anticipate tomorrow Deliver today
copy 2017 KPMG LLP a Delaware limited liability partnership and the US member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (ldquoKPMG Internationalrdquo) a Swiss entity Some of the services or offerings provided by KPMG LLP are not permissible for its audit clients or affiliates NDPPS 677263
Your business is serving the public
AGA PDT 2018 | ORLANDO 27
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T125 Conflict in the Workplace Surviving and ResolvingCRYSTAL M-Q | FOS PD
Explore the types and causes of conflict in the workplace Participants will learn how to handle and manage conflict in the workplace Experts will share techniques for dealing with co-workers supervisors and staff in various situations involving both positive and negative conflicts
M Peggy Javery Acting Assoc CFO USDA
T126 FASAB Update Leases and More to ComeCANARY 3-4 | FOS ACCG
Hear from FASAB staff about recently-issued standards open proposals and proposals under development FASAB staff will discuss implementation of the new standards Additionally insights regarding new developments will be shared along with tips to help you prepare
M Wendy Payne Exec Dir FASAB
105 ndash 325 pm
EXEC2 AGA Digital Executive Session (invitation only)GRAND 9-11 | FOS IT
Learn about emerging technologies that may soon change the way you support your organizationrsquos mission Understand priorities challenges issues and opportunities from government leaders Engage in a highly interactive and engaging discussion on the latest strategies for digital transformation and exchange ideas and solutions with colleagues that you can bring back to your organization
M Kevin Greer VP CGI Federal
235 ndash 325 pm
T127 Medicaid The Elephant in the RoomCANARY 3-4 | FOS ACCG
Medicaid is a critical service in the lives of millions of Americans It is also a major expense for both federal and state entities This session will explore the ways that federal managers and state auditors are collaborating to make sure that these allocated dollars are spent wisely
M Kinney Poynter Exec Dir NASACT
T128 Path to Auditability Implementing New FASAB StandardsCANARY 1-2 | FOS ACCG
This session will provide an understanding of SFFAS 48 Opening Balances for Inventory Operating Materials and Supplies Stockpile and SFFAS 50 Establishing Open Balances for General Property Plant and Equipment and discuss tips for successful implementation Additionally participants will hear about implementing the standards mdash including the pitfalls and best practices for success
M Eveka Rodriguez Partner Grant Thornton LLP
T129 Data Analytics for FraudCRYSTAL A-B | FOS AUDG
Proactive data monitoring and use of data analytics can prevent your entity from being subject to a public fraud This session will show attendees how proactive data analysis techniques and tools can save money prevent bad publicity and detect fraud faster with fewer resources
M Sarah Hays Programming Dir Data Coalition
28 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T130 Planning for Federal Funding DecreasesCRYSTAL C-F | FOS FIN
State and local governments federal funding sources are always in flux This session will feature a panel of state and local government leaders discussing what plans they have in place in the event of a reduction of federal funds
M Lealan Miller AGA FMSB Chair
T131 My Data Was Just BreachedCRYSTAL K-L | FOS IT
Access to data is key to effective analytics However with recent data breaches security standards around data transfer and storage have tightened This session discusses steps to follow to ensure secure handling of data in analytics programs
M Phil Magrogan COO Immersion Consulting
MAKES A DIFFERENCE
Find the six dierences in the two photos Present at booth 202 for your prize
2677 Prosperity Avenue Suite 100 Fairfax Virginia 22031 wwwkforcegovcom Kforce_govKGS
RISKMANAGEMENT
COMPLIANCE ampAUDIT SERVICES
GRANTSMANAGEMENT
FINANCIALIMPROVEMENT
FINANCIALTECHNOLOGY
AGA PDT 2018 | ORLANDO 29
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T132 Communicating Effectively Skills and TechniquesCRYSTAL M-Q | FOS COMS
Improve your communication skills with colleagues customers supervisors and staff mdash and learn how to adjust styles based on with whom you communicate verbally vocally and visually This interactive session will address the needs concerns and frustrations of communicating effectively in todayrsquos workplace
M Dave LeBlanc SVP-at-Large AGA
T133 The Presidentrsquos Management Agenda and the Uniform GuidanceCRYSTAL C-F | FOS MGMT
The Presidentrsquos Management Agenda (PMA) was released in March 2018 This session will discuss the PMA Cross Agency Priority (CAP) Goal 8 Results-Oriented Accountability for Grants This session will also discuss the connectivity between OMBrsquos Uniform Guidance the PMA and the future vision for the world of grants
M Charles Hester InstructorConsultant AGA RVPndashWest Coast Region
325 ndash 405 pm
Coffee Break with ExhibitorsROYALSABALSAGO
330 ndash 545 pm
Young Professionals RoundtableMIAMI | FOS PD
Hear what accomplished leaders deem essential success factors for young professionals in todayrsquos ever-changing and challenging government financial management environment Interactive QampA will focus on leadership networking communication mentorship advancement and change management Speed networking session immediately follows for participants
405 ndash 455 pm
T134 Uniform Guidance Year Three mdash What You Still Donrsquot KnowCANARY 1-2 | FOS AUDG
The Uniform Guidance has been in effect for more than three years yet there are still several aspects to implement This presentation will explore those topics as well as best practices identified over the past three years
M Lealan Miller AGA FMSB Chair
T135 Protect Taxpayer DollarsGRAND 12-14 | FOS AUDG
Government vendors have larger and more contractual requirements which can lead to greater need for vendor audits Join this session to explore how vendors are audited to make sure they provide the government with the full set of contracted services and ultimately protect taxpayer dollars
M Kim Farington CFO FirstNetHave session ideas
for PDT 2019Join the PDT technical
committee email meetingsagacgfmorg
30 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
ARE YOU READY
cohnreznickcomindustriespublic-sector
CohnReznick helps forward-thinking public sector organizations address stringent regulatory requirements strengthen risk managementand achieve their business goals
Visit Us at Booth 302
T136 Improving Federal Government Employee MoraleCRYSTAL M-Q | FOS HR
What resources are available in the federal government structure to keep employees engaged and satisfied Are there things that the finance community can and should be doing to support employee morale in their agencies This session will explore how government offices can make changes that can result in higher productivity and employee engagement
M Anthony Scardino Dep Under Secrsquoy and Dep Dir USPTO
T137 Process Robotics Building Finance Bots LIVECRYSTAL A-B | FOS IT
Hear from digital labor experts about how operations improvements with robotics and cognitive solutions can drive greater efficiency cost management and employee morale This session will also feature a live demo of digital labor currently in action at a federal agency
M Chris Huff US Public Sector RPA Lead Deloitte Consulting LLP
AGA PDT 2018 | ORLANDO 31
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T138 Be Our Guest Magical Service for Finance CustomersCRYSTAL C-F | FOS MGMT
Disney has legendary customer service Hear about the practices taught by the Disney Institute and learn how you can deliver world-class financial accounting and audit services in your own organization
M Reed Waller Asst Dir Financial Management Initiatives Group DOJ
T139 Next Generation Leaders New Skills and New NeedsCRYSTAL H | FOS PD
Much has been discussed about millennials in the workplace but what are the keys to building the younger generation into effective leaders This session will explore how their immersion in technology gives them strengths and challenges when taking on new responsibilities as leaders in the federal workplace
M Doreen Shute Managing Principal CliftonLarsonAllen LLP
T140 Program Evaluation mdash Letrsquos Tell the TruthCRYSTAL K-L | FOS MGMT
This session will discuss the benefits of conducting program evaluations to determine program effectiveness support data analyses and make informed budget decisions Hear from federal state and local representatives who have conducted program evaluations and learn how the results were used
M Robert Tuccillo CFO Federal Transit Administration
T141 Look No Further Intergovernmental Job Aids to the RescueGRAND 9-11 | FOS ACCG
Learn about available tools guides and job aids for all levels of government developed by AGArsquos Intergovernmental Partnership (IP) program During this session government leaders will showcase tools and other resources available on AGArsquos website (wwwagacgfmorgtools-resources)
M Clark Partridge State Controller AZ
405 ndash 530 pm
Corporate Partner Advisory Group (CPAG) MeetingNEW ORLEANS
CPAG representatives and those from organizations interested in joining the program are invited to participate in this annual business meeting This meeting is an excellent opportunity to network with other corporate partner representatives and learn how to maximize your organizationrsquos partnership with AGA
8 ndash 10 pm
AGA Networking ReceptionMARRIOTT HOTEL LOBBY BAR
Join us for some after-dinner networking and socializing
32 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
See description on page 14
630 am ndash 4 pm
Registration Open
715 ndash 815 am
National Awards BreakfastCYPRESS BALLROOM
820 ndash 910 am
W100 Plenary Session OMBTreasuryDoD UpdateCYPRESS BALLROOM | FOS ACCG
David Lebryk Fiscal Asst Secrsquoy Treasury
David Norquist Under Secrsquoy of Defense (Comptroller) CFO DoD
Tim Soltis Dep Controller OMB
M Ann Ebberts CEO AGA
910 ndash 10 am
W101 Plenary Session Innovate the Way You InnovateCYPRESS BALLROOM | FOS PD
Learn how to create a culture of innovation within your organization Mr Shapiro will highlight how to use a challenge-centered approach to measure innovation the process of experimentation and how to maximize return on investments
Stephen Shapiro Innovation Expert
10 ndash 1030 am
Coffee BreakCRYSTAL FOYER
1030 ndash 1145 am
W102 One on One with GASB mdash An UpdateGRAND 9-11 | FOS ACCG
Meet with members of the GASB to receive the most up-to-date information regarding GASB standards exposure drafts and other projects that affect governments and their auditors
M Lealan Miller AGA FMSB Chair
W103 DoD Audit UpdateCANARY 1-2 | FOS AUD
This session will focus on the major audit and financial improvement activities underway across DoD
M Bryan Nelms Principal Kearney amp Company
W104 Understanding and Using the New Service Organization Control ReportsCANARY 3-4 | FOS AUDG
This session will discuss the significant changes underlying the new service organization control reports issued under AT-C 320 (formerly SSAE 16)
M Asif Khan Dir FM and Assurance GAO
W105 Managing in the Changing Workplace EnvironmentCRYSTAL A-B | FOS HR
Hear about the techniques and tools available to managers to maintain a team-building environment with a significant number of employees teleworking
M Thalia Melendez Dir of Audit Svcs NY State Educ Dept
AGA PDT 2018 | ORLANDO 33
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W106 Data All Around Us mdash CFOrsquos Move to a New NormalCRYSTAL M-Q | FOS IT
Advanced data analytics have turned data into powerful insights to manage programs and enhance the citizen experience as never before This session will explore how the availability of data is changing the role of the CFO
M Jorge Asef-Sargent Partner KPMG LLP
W107 How Emerging Technologies Will Transform Payments and CollectionsCRYSTAL K-L | FOS IT
Payments and collections are fertile ground for emerging technologies Artificial intelligence robotics Blockchain big data and the continued digitization of commerce will continue to transform payments and collections Panelists will share their futurist views of the payments and collections landscape
M Joe Hussey Managing Dir JP Morgan Treasury Services
W108 Cloud Enterprise Reporting mdash The FIRST FrontierCRYSTAL C-F | FOS IT
This session will explore cloud enterprise reporting Attendees will learn how to utilize the cloud to streamline external reporting by ingestion data centrally and then maximizing the utility of data to enhance integrity and inform management decisions
M Demek Adams Principal Grant Thornton LLP
W109 Annual Womenrsquos Forum Leading in Life and CareerCRYSTAL H | FOS PD
Empowered women are a cornerstone of effective government and a more competitive federal state and local workforce of the future Join this powerful annual convening of women leaders in accounting finance and technology as they discuss their journey and careers with high-impact and meaning
M Tracey Walker Natrsquol Dir Govt Affairs Culture Diversity and Inclusion RSM US LLP
W110 Federal Financial Standards Will We Get ThereGRAND 12-14 | FOS ACCG
Department of the Treasuryrsquos Office of Financial Innovation and Transformation (FIT) is defining federal financial standard references to promote innovation a common knowledge base and processes to improve interoperability of federal systems Join this session for an update on FITrsquos work and the expected benefits of this initiative
M Marshall Henry FM Program Manager Treasury Fiscal Service
1145 am ndash 1245 pm
National Awards LuncheonCYPRESS BALLROOM
1 ndash 2 pm
Financial Management Standards Board MeetingWASHINGTON
34 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1 ndash 215 pm
W111 Conducting Effective Assessments of Internal ControlsCRYSTAL K-L | FOS ACCG
This session will introduce participants to key concepts issues and standards necessary to design and implement policies to achieve the organizationrsquos objectives
M Sefton Boyars ConsultantTrainer Sefton Boyars CGFM CPA
W112 New Fraud Fighters Cryptocurrencies Blockchain and Secure TransactionsCRYSTAL C-F | FOS AUD
Government is inherently a transactional business From deeds to disbursements the quantity of documents governments maintain on paper and digital image continues to grow Criminals are abusing the current processes to commit fraud at an increasing rate Learn how you can use Blockchain to disrupt and combat fraud
M Jay Schulman Principal RSM US LLP
W113 Data Visualization mdash Using Geographic Information Systems as an Audit ToolGRAND 9-11 | FOS AUDG
Geographic Information Systems (GIS) are increasingly being utilized as a tool to present audit information Learn from experts on how recipients of government services using GIS provides a wealth of audit opportunities
M Gwendolyn Sewell Chief Mission Compliance and Audit ReadinessAccounting Air Force
W114 Finance 2020 Embracing the Changes to ComeCRYSTAL A-B | FOS MGMT
What is the role of CFOs and senior finance staff in this rapidly changing digital world This session will explore the evolution in the field from an expense control spreadsheet-driven and retrospective reporting center into a predictive analytics powerhouse
M Scott Quehl Sr Principal Accenture Federal Services
W115 Quality Management ConfrontationGRAND 12-14 | FOS MGMT
How do you optimize resources and maximize efficiency Join our panel of experts as they discuss various topics in performance management and answer questions such as ldquoHow is quality management implemented throughout an organizationrdquo and ldquoHow do you view and plan around resource allocationrdquo
M Wayne Ference Partner Castro amp Company LLC
W116 Enterprise Risk Management Stories from the Front LinesCRYSTAL H | FOS MGMT
For the past two years agencies have been working to implement the changes made to OMB A-123 This session will feature feedback from agency risk officers on whether ERM is living up to expectations
M Tom Carroll CFO AOC
AGA PDT 2018 | ORLANDO 35
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W117 Leadership Keys to SuccessCRYSTAL M-Q | FOS PD
Gain perspective from a senior leader in government about how you can make a difference in your organization This entertaining session will cover how to develop people build trust cultivate relationships and communicate more effectively Leadership is possible at any level of government
M Mary Peterman Dep Chief Finance and Procurement AOUSC
W118 Building an Optimal Analytics-Driven Program Integrity OfficeCANARY 1-2 | FOS MGMT
With the passage of the Fraud Reduction and DATA Act agencies are under increased pressure to have effective program integrity offices that leverage data analytics and focus on outcomes Hear best practices found from a comprehensive pilot project conducted at the VA
M Linda Miller Dir Grant Thornton LLP
W119 Competencies The Thread that BindsCANARY 3-4 | FOS HR
DoD like other agencies is required by law to develop functional competencies to use in strategic workforce planning The DoD FM community developed 24 enterprise-wide FM competencies Learn how these competencies serve as the thread which binds the FM workforce development portfolio into a coherent strategic plan which guides career development
M Jansen Sauvageau SVP PNC Bank
230 ndash 3 pm
AGA National President Gavel ExchangeCYPRESS BALLROOM
3 ndash 4 pm
W120 Closing Plenary Session Shift Your Brilliance Leading Amidst UncertaintyCYPRESS BALLROOM | FOS PD
This session will teach participants how to solve problems get out of the past and think like a leader of the future You will develop an enhanced sense of perspective understand where you shine and learn how to lead without a title to create effective change
Simon Bailey Author amp Inspirational Coach
M John Lynskey AGA 2018ndash2019 National President
6 ndash 11 pm
Presidentrsquos Appreciation ReceptionROYALSABALSAGO
Join us as we celebrate and thank 2017ndash2018 AGA National President Jim Arnette for his service and contributions to AGA and the financial management community
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
36 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
AGA PDT 2018 | ORLANDO 37
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
Please join us in thanking our sponsors for their generous support of AGArsquos 2018 Professional Development Training
PLATINUM SPONSORS
Accenture Federal ServicesVIRTUAL EXPERIENCE
Rowan MirandaManaging Dir CFO Advisory Practice Leadrowanamirandaaccenturefederalcomwwwaccenturefederalcom
Accenture Federal Services a wholly owned subsidiary of Accenture LLP is a US company with offices in Arlington Va Accenturersquos federal business has served every cabinet-level department and 30 of the largest federal organizations Accenture Federal Services transforms bold ideas into breakthrough outcomes for clients at defense intelligence public safety civilian and military health organizations
Grant Thornton LLPTOTE BAGS
Robert SheaPrincipal Global Public Sectorrobertsheausgtcomwwwgranthorntoncompublicsector
Grant Thornton LLP the US member firm of Grant Thornton International is one of six global accounting tax and business advisory organizations Our Global Public Sector based in Alexandria Va is a management consulting business providing responsive and innovative financial performance management and systems solutions to governments and international organizations
GOLD SPONSORS
CGIDIGITAL EXECUTIVE SESSION
Kevin GreerVP Mgmt Consulting KevinGreercgifederalcomwwwcgifederalcomusfederal
A global leader in IT business process and professional services CGI partners with federal agencies to provide end-to-end solutions for defense civilian and intelligence missions Since 1976 we have delivered quality services to help clients achieve results at every stage of the program product and business lifecycle
38 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CliftonLarsonAllenBADGE HOLDERS
Doreen ShuteManaging Principal Fed Govt SvcsDoreenShuteCLAconnectcomwwwCLAconnectcom
CLA is a professional services firm delivering integrated advisory outsourcing and public accounting capabilities to help clients succeed professionally and personally Our practice group members are recognized industry experts and established leaders in the government community We focus on active engagement in the industry a sentiment beyond meeting requirements and standards
DeloitteWATER BOTTLESHYDRATION STATIONS
Colin Duncan Managing Dircoduncandeloittecom wwwdeloittecomusfederal
Deloittersquos Government and Public Services practice consists of more than 12000 professionals across the country serving federal state and local government and higher education clients across consulting and advisory functions bring fresh perspective mdash from inside and outside government mdash to help solve our nationrsquos biggest challenges We bring insights from our client experience and research to drive bold and lasting results People Ideas Technology and Outcomes mdash all Designed for Impact
EYAGA EXECUTIVE SESSION
Bill ColbertPartner PI Financebillcolberteycomwwweycomgovpublicsector
The Government and Public Sector practice of Ernst amp Young LLP provides a full range of consulting and audit services leveraging our experience with both government and commercial clients We deliver real change and measurable results through our diverse high-performing teams operational know-how from across our global organization and bold ideas tailored to each clientrsquos unique mission
AGA PDT 2018 | ORLANDO 39
GOLD SPONSORS (continued)
GuidehouseMONDAY LUNCHEON
Christina VanecekMarketing Mgrcvanecekguidehousecomwwwguidehousecom
Guidehouse formerly PwC Public Sector provides management technology and risk consulting to clients around the world through more than 1600 professionals in 20 locations Now as Guidehouse we offer the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected
Kearney amp CompanyPHOTO BOOTH
Erika SteiningerPartneresteiningerkearneycocomwwwkearneycocom
Kearney amp Company a CPA and consulting firm exclusively serving the Federal Government takes pride in its ability to assist agencies in meeting business objectives and complying with complex requirements Practice areas include Financial Reporting and Accounting Support Internal ControlsA-123 Financial Services Financial Healthcare Services Advisory Services and Program Management
KPMG LLPHOST COMMITTEE SHIRTS MONDAY BREAKFAST
Diane DudleyPartner-in-Charge Fed Auditddudleykpmgcomwwwkpmgcom
For more than 100 years KPMG LLP has assisted the government in the civilian defense and intelligence sectors Today we help these organizations adapt to new environments by working with them to transform business models leverage data protect information assets and provide assurance services while focusing on their mission
40 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
CPAG Small Business CommitteeTUESDAY LUNCHEON
Dedicated members of AGArsquos Small Business Committee are proud to sponsor the 2018 PDT Tuesday Awards Luncheon Thank you to 2nd Wave Castro amp Co Immersion RMA Associates TFC Consulting Trilogy Federal and Watkins Government Services
Get Inspired During PDTthen submit your best practices to the Journal of Government Financial Management by Sept 1 2018
Learn more and view the 2018ndash2019 editorial calendar at wwwagacgfmorgjournal
SILVER SPONSORS
JP MorganTUESDAY BREAKFAST
Denise PetittaExec DirDenisePetittajpmorgancomwwwjpmorgancom
JP Morgan is a premier corporate and investment bank with a full suite of global financial services and capabilities Our clients include the worldrsquos most important corporations governments financial institutions pensions sovereign wealth organizations states and municipalities we offer strategic advice and deliver banking services in more than 100 countries
AGA PDT 2018 | ORLANDO 41
SILVER SPONSORS (continued)
RSM US LLPPDT APP amp WIFI
Mary GoldsmithFed Bus Dev Dirmarygoldsmithrsmuscomwwwrsmuscom
RSM US LLP provides risk financial and technology management consulting services to the public sector We are an inclusive enterprise and support AGA CPAG and Womenrsquos forum We help federal state and local entities improve performance through a comprehensive understanding of their business models internal processes objectives and daily realities
BRASS SPONSORS
Automation AnywhereSTANDING SIGN
Sharon OrsquoNeillHead of Americas Field Marketingsharononeillautomationanywherecom wwwautomationanywherecom
Automation Anywhere is the global leader in enterprise-grade comprehensive Robotic Process Automation software including Cognitive and real-time analytics Over 1000 of the worldrsquos largest brands use our platform to create and manage their Digital Workforce and scale their business processes faster with near-zero error rates while dramatically reducing operational costs
Crowe LLPTUESDAY AM COFFEE BREAK
Bert NeuhringRisk Consulting Partnerbertnuehringcrowecomwwwcrowecom
Crowe LLP is a public accounting consulting and technology firm with offices around the world Crowe uses its deep industry expertise to provide audit services to public and private entities The firm and its subsidiaries also help clients make smart decisions that lead to lasting value with its tax advisory risk and performance services
42 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
BRASS SPONSORS (continued)
MastercardMONDAY AFTERNOON COFFEE BREAK
MariBeth McCarthyVP Bus Leadermaribeth_mccarthymastercardcomwwwmastercardcom
Mastercard (NYSE MA) is a technology company in the global payments industry We operate the worldrsquos fastest payments-processing network connecting consumers financial institutions merchants governments and businesses in more than 210 countries and territories Mastercardrsquos products and solutions make everyday commerce activities easier more secure and more efficient for everyone
PNC BankDIRECTIONAL SIGNAGE
Lauren GradwellAccount MgrLaurengradwellpnccomwwwpnccomideas
PNC is one of the nationrsquos largest financial services organizations providing retail and business banking residential mortgage banking specialized services for corporations and government entities including corporate banking treasury management real estate finance asset-based lending wealth management and asset management We are focused on delivering ideas insight and solutions to our clients to help them maximize the value of their business
Williams AdleyMONDAY MORNING COFFEE BREAK
Melinda BuckBus Dev Leadmbuckwilliamsadleycomwwwwilliamsadleycom
Williams Adley is one of the countryrsquos premier certified public accounting and management consulting firms Our diverse knowledge backgrounds and subject-matter expertise help a wide variety of government agencies and businesses achieve their financial program and information technology goals
AGA PDT 2018 | ORLANDO 43
MEDIA SPONSORS
Government Matters
John Meyer Managing DirjmeyerGovMatterstv wwwGovMatterstv
Government Matters is a television news program dedicated to providing non-partisan information and analysis to federal managers contractors and those supporting the federal marketplace The program airs weeknights in Washington DC on NewsChannel 8 Sunday Mornings on ABC 7 and worldwide on the American Forces Network (AFN)
GOVERNING
Meg Keller Dir of Marketingmkellergoverningcomwwwgoverningcom
For 25 years GOVERNING has been the only publication dedicated to providing the information insight and inspiration state and local leaders need to govern effectively Subscriptions for most state and local government professionals are free as is attendance at most GOVERNING events
Route Fifty
Hilery Sirpis Publisherhsirpisgovexeccomwwwroutefiftycom
Route Fifty a new digital publication and events brand from Atlantic Mediarsquos Government Executive Media Group connects leaders and ideas advancing state and local governments with news insight and resources It facilitates sharing of best practices and ideas among those creating government programs policies and institutions for the 21st century
44 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Play AGArsquos Exhibitor Hunt and win big prizes
including FREE registration to an
upcoming AGA training event
View CPEs Earned
Visit httpsessions ats-leads comagapdt2018 and enter your badge number to view CPEs earned during PDT
Note Only CPEs earned from previous day(s) can be viewed
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VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
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MAIN
VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
MAINENTRANCE
Stop by PDT 2019 Booth 102
Relax RechargeGet a free massage
46 AGACGFM | PDT18
Exhibit Hall Floor Plan
Exhibitors by Booth Number
Company Name Booth
Infor 100 Bureau of the Fiscal Service 101Audimation Services 104American Society of Military Comptrollers 106Kearney Photo Booth 107Graduate School 108 Sehlke Consulting LLC 200Guidehouse 201Kforce Government Solutions Inc 202mLINQS LLC 203RSM US LLP 207GrantSolutions 209ACL Services Ltd 300Williams Adley 301CohnReznick Government 302AOC Solutions 303CGI Federal 306Virtual Experience with Accenture 307Savantage Solutions 308TeraThink Corporation 400Lynch Consultants LLC 401Interior Business Center 402GEHA 403
Company Name Booth
IFAS LLC 407TFC Consulting Inc 409Grant Thornton LLP 500RMA Associates LLC 501Castro amp Company LLC 503KPMG LLP 506AGA Community Service amp Silent Auction 507Kearney amp Company 600EY 601AGA 607J P Morgan 701FI Consulting 703CliftonLarsonAllen LLP 706MorganFranklin Consulting 707Becker Professional Education 709Management Concepts 800Qlik Tech Inc 801U S Army Financial Management Command 802The MIL Corporation 805Immersion Consulting 806Automation Anywhere 809
ACL Services LtdBOOTH 300wwwaclcom
ACL is a global software company with innovative solutions for public sector professionals to keep processes in check and provide higher levels of assurance through team-based analytic approaches ACLrsquos platform has helped over 250 government offices globally to bolster compliance manage risks and assure effective governance Learn more at our booth and wwwaclcom
AGABOOTH 607wwwagacgfmorg
AGA is the member organization for government financial management professionals We lead and encourage change that benefits our field and all citizens Our networking events professional certification publications and ongoing education help members build skills and advance their careers Learn about our thought-leadership library online tools CGFM designation and more
AGA PDT 2018 | ORLANDO 47
Exhibitor Appreciation AGA Corporate Partner
AGA Community Service amp Silent AuctionBOOTH 507
Buy tickets and bid for great prizes in our silent auction including gift certificates gift baskets sports memorabilia vacations and more Proceeds support AGArsquos National Community Service Fund the American Cancer Society the American Heart Association the Humane Society and Habitat for Humanity Winners posted daily present the winning ticket to claim your prize
AGA New Orleans ChapterBACK OF EXHIBIT HALLwwwagacgfmorgneworleans
Stop by our booth to learn more about New Orleans and plan your trip to PDT 2019 scheduled for July 21ndash24 2019 You might win a free PDT 2019 registration
American Society of Military Comptrollers BOOTH 106wwwasmconlineorg
ASMC is the non-profit educational and professional organization for persons military and civilian in the overall field of military comptrollership ASMC promotes the education and training of its members and supports the development and advancement of the military comptrollership profession The society provides professional programs to keep members abreast of current issues and encour-ages the exchange of information techniques and approaches
AOC SolutionsBOOTH 303wwwaocfederalsolutionscom
AOC Solutions Inc is a Service-Disabled Veteran-Owned Business providing financial management federal accounting audit readiness support and technology services AOC thought leaders are dedicated to helping agencies identify better ways to analyze accounting and financial data for cost reduction and increased efficiency
Audimation ServicesBOOTH 104wwwaudimationcom
Audimation Services Inc is the US distributor of CaseWare IDEAreg a powerful user-friendly data analytics software tool designed to help profes-sionals extend auditing capabilities detect fraud and meet documentation standards We specialize in helping organizations streamline audits simplify data acquisition and improve business processes
Automation Anywhere BOOTH 809
See write-up on page 42
Becker Professional EducationBOOTH 709wwwbeckercom
Do you need CPE for CGFMreg CPA or the new DoD FM Certification Come ask about our Government Family Offer Nearly half a million professionals have advanced their careers through our CPE programs including CPA Exam Review PMPreg Exam Review Cybersecurity Six Sigma and more And be sure to check out our new program for Certified Anti-Money Laundering Specialists (CAMS)
Bureau of the Fiscal ServiceBOOTH 101wwwfiscaltreasurygov
The Bureau of the Fiscal Service serves as a catalyst for transforming the way the federal government manages finances and delivers shared services Our passion is improving financial management and shared service delivery through efficient and effective operations and through guidance and assistance to others
48 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Castro amp Company LLCBOOTH 503www castroco com
Headquartered in Washington DC Castro amp Company is an audit advisory and accounting services CPA firm with a strong federal customer focus We are a Minority-Owned Small Business offering the personalized services of a small firm with the full resources and quality expected from a larger CPA firm
CGI FederalBOOTH 306
See write-up on page 38
CliftonLarsonAllen LLPBOOTH 706
See write-up on page 39
CohnReznick GovernmentBOOTH 302www cohnreznick com
CohnReznick Government provides audit accounting and financial management compliance risk and integrity monitoring program and project management and disaster response and recovery Our comprehensive project management approach provides clients with reliable processes and delivers accounting insights to help government organizations improve communication administer fiscal and operational strategies and meet compliance requirements
EYBOOTH 601
See write-up on page 39
FI ConsultingBOOTH 703www ficonsulting com
FI Consulting develops effective practical solutions to help federal agencies achieve their missions while operating efficiently managing risk and adapting to a changing policy environment We apply our core strengths in Data Analytics Modeling and Technology to gain program performance insight manage risk improve operations and better deliver mission
GEHABOOTH 403www geha com
GEHA provides medical and dental plans through the FEHB and FEDVIP programs for more than 18 million federal employees retirees and their families GEHA members receive year-round vision and hearing benefits plus other discounts For more information please stop by our booth or visit gehacom and gehadentalcom
Graduate SchoolBOOTH 108www graduateschool edu
Graduate School USA provides a wide range of learning opportunities in formats accessible to adult learners everywhere through training continuing education courses executive and leadership development and credit offerings For professionals in the government auditing and financial management community we offer a comprehensive curriculum taught by leading practitioners
Grant Thornton LLPBOOTH 500
See write-up on page 38
AGA PDT 2018 | ORLANDO 49
GrantSolutionsBOOTH 209www grantsolutions gov
GrantSolutions supports Federal agencies throughout the grants lifecycle mdash from pre-award planning through application award and closeout Our service finds solutions for shared mission needs across agencies while incorporating unique business and regulatory processes for grant programs GrantSolutions is an OMB-selected grants business leader providing end-to-end innovative grants management services dedicated to advancing the mission of Federal agencies
GuidehouseBOOTH 201
See write-up on page 40
IFAS LLCBOOTH 407www ifas-llc com
IFAS is an 8(a) Service-Disabled Veteran-Owned Small Business Woman-Owned Small Disadvan-taged Business providing Program Management Business and Finance Operations Integrated Logistics and IT Support Services to meet specific needs of our clients We provide geographically dispersed support available when and where you need us
Immersion ConsultingBOOTH 806www immersioninc com
Immersion Consulting a Service-Disabled Veteran-Owned Small Business headquartered in Annapolis Md provides business management and technology consulting to government nonprofit and commercial clients Founded in 2004 we specialize in program management financial management technology services and training Our mission provide clients with actionable business solutions that yield sustainable results
InforBOOTH 100www infor com
Infor Public Sector solutions streamline financial management across multiple systems With more than 25 years of public sector experience Infor helps you meet organization demands including budget and audit readiness performance management and financial control with flexible solution deployment options to help you operate more quickly and efficiently
Interior Business CenterBOOTH 402www doi govibc
The Interior Business Center one of several OMB-approved interagency shared-service providers offers acquisition financial manage-ment and HR under a fee-for-service full cost recovery business model By assisting multiple federal organizations IBC can leverage resources to share economies and efficiencies with external customers and our parent agency the US Department of the Interior
JP MorganBOOTH 701
See write-up on page 41
Kearney amp CompanyBOOTH 600
See write-up on page 40
Kforce Governnment Solutions IncBOOTH 202www kforcegov com
Kforce Government Solutions Inc (KGS) provides management and technology solutions to Federal Government and State and local agencies We deliver customized solutions across financial management organizational transformation and IT to solve our clientsrsquo most complex mission and business challenges KGS also offers the innovative TraumaFXreg line of medical training manikins
50 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
KPMG LLPBOOTH 506
See write-up on page 40
Lynch Consultants LLCBOOTH 401www lynchconsultants com
Lynch Consultants provides strategic financial and program advisory and assistance services to the federal government We partner with clients to deliver project management services financial and business support and strategic policy solutions for complex government programs Clients include numerous federal departments including DoD Navy Army VA HHS and HUD
Management ConceptsBOOTH 800www managementconcepts com
Management Concepts is a leading provider of professional development performance improve-ment and talent management solutions for the public sector Since 1973 we have collaborated with the federal government state and local offices non-profit organizations universities and corporations to enhance the performance of teams and organizations Follow us on Twitter Mgmt_Concepts
The MIL CorporationBOOTH 805www milcorp com
The MIL Corporation has grown steadily for 36 years and remains dedicated to excellence service and support across our four major service areas financial management and systems support information technology cyber security and systems and C4 engineering For more information please visit us at wwwmilcorpcom or on Facebook at httptinyurlcomFacebookMIL
mLINQS LLCBOOTH 203www mLINQS net
mLINQS a Service-Disabled Veteran-Owned Small Business founded in 2003 provides the govern-mentrsquos leading employee relocation management system and E-Gov travel (ETS2) consulting services Since 2004 mLINQS relocation system has automated relocations and tracked expenses for more than 30 agencies
MorganFranklin ConsultingBOOTH 707www morganfranklin com
MorganFranklin Consulting headquartered in McLean Va provides business consulting and technology solutions to public companies fast-growing private companies and US govern-ment agencies Third-party customer satisfaction surveys highlight the companyrsquos reputation for being hands-on flexible and skilled at bringing diverse groups together to complete projects on time and within budget
Qlik Tech IncBOOTH 801www qlik com
Qlikreg is the leading data analytics platform and the pioneer of user-driven business intelligence Its portfolio of cloud-based and on-premise solutions meets customersrsquo growing needs from reporting and self-service visual analysis to guided embedded and custom analytics regardless of where data is located
RMA Associates LLCBOOTH 501www rmafed com
RMA an SBA Certified 8(a) Small Business located in the Washington DC metropolitan area specializes in audit consulting and advisory
AGA PDT 2018 | ORLANDO 51
RSM US LLPBOOTH 207
See write-up on page 42
Savantage SolutionsBOOTH 308www savantage net
Savantage Solutions a CMMIreg Level 3 Rated and ISO 90012008 certified company is a leading provider of software development business consulting and program management support services One of only five vendors of financial management systems certified for federal use Savantage takes pride in its service excellence
Sehlke Consulting LLCBOOTH 200www sehlkeconsulting com
Founded in 2011 Sehlke Consulting is a Service-Disabled Veteran-Owned Small Business and Historically Underutilized Business Zone (HUBZone) firm based in Arlington Va We provide comprehensive leading solutions in Financial Management Acquisition Management Logistics and Supply Chain Management and National Security amp Defense Programs
TeraThink CorporationBOOTH 400www terathink com
TeraThink takes pride in the outstanding reputation we have earned over the past 15 years for delivering superior results to federal customers With expertise in agile development enterprise application technologies financial services and cloud solutions our delivery platform brings exceptional scale and value to support customersrsquo transformation business automation and mission-related goals Visit our booth and wwwTeraThinkcom for more information
TFC Consulting IncBOOTH 409www tfcci net
A licensed CPA firm Small Disadvantaged Business and ISO 9001_2015-certified enterprise TFC is the trusted partner of federal agencies facing complex financial management challenges Now celebrating 15 years of success and excellence in assisting clients TFC develops and implements comprehensive solutions to improve financial management environments and achieve operational efficiency
US Army Financial Management CommandBOOTH 802www facebook comUSAFMCOM
US Army Financial Management Command is responsible for the delivery of Army-wide Financial Management (FM) functions including Enterprise Resource Planning systems support audit and compliance support financial operations support and ERP business process standardization support and for providing operational oversight of Army field FM activities
Williams AdleyBOOTH 301
See write-up on page 43
Note The contents of this exhibitor list were compiled from information supplied by exhibitors While every effort has been made to ensure contents are correct AGA is unable to accept liability for errors or omissions or for any claims made by exhibitors
52 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AGA PDT 2018 | ORLANDO 53
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AIG Assistant Inspector GeneralAssoc AssociateAsst AssistantBus BusinessCEO Chief Executive OfficerCFO Chief Financial OfficerCIO Chief Information OfficerCo CountyComm CommitteeCOO Chief Operating OfficerCPAG Corporate Partner Advisory GroupDep DeputyDept DepartmentDev DevelopmentDir DirectorDiv DivisionEduc EducationERM Enterprise Risk ManagementExec ExecutiveFed FederalFM Financial ManagementGM General Manager Govt Government
Fields of Study See page 4 for list of Fields of Study
AOC Architect of the CapitolAOUSC Administrative Office of the
US CourtsCommerce US Department of CommerceDHHS US Department of Health
and Human ServicesDHS US Department of
Homeland SecurityDLA Defense Logistics AgencyDoD US Department of DefenseDoE US Department of EnergyDOI US Department of the InteriorDOJ US Department of JusticeDoS US Department of StateFASAB Federal Accounting Standards
Advisory BoardFiscal Service Bureau of the Fiscal ServiceFIT Office of Financial Innovation
and TransformationFMSB Financial Management Standards
BoardFTA Federal Transit Administration
HR Human ResourcesIG Inspector GeneralIT Information TechnologyMgmt ManagementMgr ManagerNatrsquol NationalOfc OfficePNP AGA Past National
PresidentPNT AGA Past National
TreasurerRPA Robotic Process
AutomationRVP Regional Vice PresidentSecrsquoy SecretarySME Subject Matter Expert Sr SeniorSvc ServiceSVP Senior Vice PresidentTech TechnicalUniv UniversityVP Vice President
GAO Government Accountability OfficeGASB Government Accounting Standards
BoardGSA US General Services
AdministrationHUD US Department of Housing
and Urban DevelopmentIRS Internal Revenue ServiceNASA National Aeronautics and Space
AdministrationNSF National Science FoundationOCFO Office of the Chief Financial OfficerOIG Office of Inspector GeneralOMB Office of Management and BudgetSBA Small Business AdministrationTreasury US Department of the TreasuryUSAID US Agency for International
DevelopmentUSDA US Department of AgricultureUSPTO US Patent and Trademark OfficeVA US Department of
Veteran Affairs
54 AGACGFM | PDT18
Glossary
MAIN CONVENTION CENTERSINGLE-LEVEL
REGISTRATION
CYBER LOUNGE
EX
HIB
IT H
ALL
PLENARY S
ESSIO
NS
AGA PDT 2018 | ORLANDO 55
Convention Center Floor Plans
圀䔀 䰀䤀匀吀䔀一 簀 圀䔀 䤀一一伀嘀䄀吀䔀 簀 圀䔀 䐀䔀䰀䤀嘀䔀刀
吀愀猀栀甀 吀爀椀瘀攀搀椀Ⰰ 倀爀攀猀椀搀攀渀琀䌀䔀伀 㜀㤀㐀 漀爀 琀琀爀椀瘀攀搀椀䀀琀昀挀挀椀渀攀琀
嘀椀猀椀琀 漀甀爀 眀攀戀猀椀琀攀 愀琀 眀眀眀琀昀挀挀椀渀攀琀
䘀漀爀 洀漀爀攀 椀渀昀漀爀洀愀琀椀漀渀 挀漀渀琀愀挀琀 吀䘀䌀
椀猀 琀栀攀 琀爀甀猀琀攀搀 瀀愀爀琀渀攀爀 昀漀爀 昀攀搀攀爀愀氀 愀最攀渀挀椀攀猀 琀栀愀琀愀爀攀 昀愀挀椀渀最 挀漀洀瀀氀攀砀 ǻ渀愀渀挀椀愀氀 洀愀渀愀最攀洀攀渀琀 挀栀愀氀氀攀渀最攀猀
吀䘀䌀 䌀漀渀猀甀氀琀椀渀最 䤀渀挀
뜀뜀
뜀뜀뜀뜀
䔀渀琀攀爀瀀爀椀猀攀 刀椀猀欀 䤀渀琀攀爀渀愀氀䌀漀渀琀爀漀氀猀 䄀搀瘀椀猀漀爀礀䤀洀瀀爀漀瀀攀爀 倀愀礀洀攀渀琀猀䴀攀愀猀甀爀攀洀攀渀琀 刀攀洀攀搀椀愀琀椀漀渀䘀椀渀愀渀挀椀愀氀 刀攀瀀漀爀琀椀渀最 䄀䄀挀挀漀甀渀琀椀渀最 伀瀀攀爀愀琀椀漀渀猀䘀椀渀愀渀挀椀愀氀 匀琀愀琀攀洀攀渀琀 䌀漀洀瀀氀椀愀渀挀攀 䄀甀搀椀琀䐀愀琀愀 䄀渀愀氀礀琀椀挀猀 伀瀀琀椀洀椀稀愀琀椀漀渀䤀吀 匀攀挀甀爀椀琀礀 刀攀瘀椀攀眀 䄀猀猀攀猀猀洀攀渀琀
伀甀爀 瘀愀氀甀攀ⴀ愀搀搀攀搀 猀攀爀瘀椀挀攀猀㨀
圀栀愀琀猀 礀漀甀爀 渀攀砀琀 洀漀瘀攀㼀
䴀愀渀礀 瀀愀琀栀猀Ⰰ 漀渀攀 挀漀爀爀攀挀琀 爀漀甀琀攀 䘀漀氀氀漀眀 吀䘀䌀 愀氀漀渀最 琀栀攀 爀漀甀琀攀 琀漀 猀甀挀挀攀猀猀 䘀椀爀猀琀 琀栀愀琀 挀漀爀爀攀挀琀氀礀
挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀
TIME EVENT LOCATION
TU
ES
DA
Y J
ULY
24 6 ndash 630 am Early Morning Stretch amp Exercise Grand 8B
630 am ndash 4 pm Registration Open Palms Foyer
7 ndash 8 am Continental Breakfast with Exhibitors RoyalSabalSago
7 am ndash 405 pm Exhibit Hall Open (closed noon ndash 1 pm) RoyalSabalSago
8 ndash 915 am Plenary Session Cypress Ballroom
930 ndash 1020 am Concurrent Sessions See page 22
930 ndash 11 am Professional Ethics Board Meeting Washington
930 am ndash 5 pm LinkedIn amp Social Media Hub Open Crystal Foyer
1020 ndash 11 am Coffee Break with Exhibitors RoyalSabalSago
11 ndash 1150 am Concurrent Sessions See page 24
1150 am ndash 1250 pm Luncheon and Awards Ceremony Cypress Ballroom
105 ndash 220 pm Concurrent Sessions See page 26
105 ndash 325 pm AGA Digital Executive Session (invitation only) Grand 9-11
235 ndash 325 pm Concurrent Sessions See page 28
325 ndash 405 pm Coffee Break with Exhibitors RoyalSabalSago
330 ndash 545 pm Young Professionals Roundtable Miami
405 ndash 455 pm Concurrent Sessions See page 30
405 ndash 530 pm CPAG Meeting New Orleans
8 ndash 10 pm AGA Networking Reception Marriott Hotel Lobby Bar
WE
DN
ES
DA
Y J
ULY
25 6 ndash 630 am Early Morning Stretch amp Exercise Grand 8B
630 am ndash 4 pm Registration Open Palms Foyer
715 ndash 815 am National Awards Breakfast Cypress Ballroom
820 ndash 10 am Plenary Sessions Cypress Ballroom
10 ndash 1030 am Coffee Break Crystal Foyer
10 am ndash 4 pm LinkedIn amp Social Media Hub Open Crystal Foyer
1030 ndash 1145 am Concurrent Sessions See page 33
1145 am ndash 1245 pm National Awards Luncheon Cypress Ballroom
1 ndash 2 pm FMSB Meeting Washington
1 ndash 215 pm Concurrent Sessions See page 35
230 ndash 3 pm AGA National President Gavel Exchange Cypress Ballroom
3 ndash 4 pm Closing Plenary Session Cypress Ballroom
6 ndash 11 pm Presidentrsquos Appreciation Event RoyalSabalSago
All sessions in Crystal H Crystal C-F and Cypress Ballroom are live streamingAll sessions in Crystal H Crystal C-F and Cypress Ballroom are live streaming
AGA PDT 2018 | ORLANDO 9
8 am ndash 6 pm
Registration Open
815 ndash 11 am
National Board of Directors (NBD) MeetingCANARY 3-4
AGA national officers will report to the NBD on the 2017ndash2018 program year results and discuss plans for the 2018ndash2019 program year All members are welcome
1030 am ndash 1 pm
Intergovernmental Partnership Steering Committee Meeting (invitation only)NEW ORLEANS
1110 am ndash noon
Bonus Session Dorsquos amp Donrsquots of Social NetworkingCRYSTAL H | FOS COMS
Wersquove come a long way from the time of MySpace mdash the social network landscape is constantly changing Learn which social networks deserve your attention and how to use them to enhance your professional brand and voice
M Lyndsay McKeown Marketing amp Graphics Manager AGA
1130 am ndash 1 pm
AGA Past National President LuncheonNEW YORK
1130 am ndash 230 pm
AGA Past National Treasurer LuncheonWASHINGTON
1245 ndash 4 pm
EXEC1 Executive Session Building the CFO Organization of the Future (invitation only)GRAND 9-11 | FOS HR
Innovation is in the driverrsquos seat and data analytics and robotics are the engine Do federal CFOs have the team they need Wersquoll focus on this challenge in a creative and innovative way by looking at three major levers for success Determining the skills needed in this ldquonew normalrdquo attracting the right talent and retaining and developing your current staff who have demonstrated their commitment to your agency
M Michael Herrinton Partner EY
1 ndash 215 pm
S100 Conduct and Ethics Guidance in a Gray WorldCRYSTAL H | FOS MGMT
Every accountant and auditor knows that at any point an ethical challenge can present itself Learn how to manage situations that can lead to your honor being compromised mdash such as clients facing jail time managing large amounts of money and innocent-seeming requests
M Charles Hester InstructorConsultant AGA RVPndashWest Coast Region
10 AGACGFM | PDT18
Agenda mdash Sunday ModeratorM
Check PDT app for speakers
S101 Governmental Accounting in Academia mdash Where Have You GoneCRYSTAL A-B | FOS HR
In recent years the number of governmental accounting courses offered at colleges and universities has decreased This session will explore how this trend affects the field and how to find and train future government accountants
M Barbara Bail Staff Accountant DLA
S102 Successful Improper Payment Programs Connecting Technology and ERMCRYSTAL C-F | FOS MGMT
Learn how improper payment programs can be effective by incorporating the ERM profile of each payment site location and identified strong control objectives of the business processes
M Mike Wetklow Dep CFO and Div Dir NSF
S103 Powering Excellence and Accountability with RPACRYSTAL M-Q | FOS IT
Do you have the important time-sensitive information needed to be captured from diverse sources then converted to a standard format and transmitted on an hourly basis 247 Automating manual tasks increases productivity and reduces human error resulting in improved processing time and a strong ROI for your agency Transform financial management and help other agencies employ digital workers
M Thomas Spann Head of Fed Sales amp GM Automation Anywhere
230 ndash 345 pm
S104 Managing ChangeCRYSTAL A-B | FOS HR
Managing change is critical for maintaining your workforce and ensuring a pleasant and positive work environment for your organization and clients This session will explore how to use change mdash like changing budgets requirements and new regulations mdash to make a more stable workforce and environment
M Melinda Miguel Dep IG AOC
S105 Blockchain Itrsquos Not Just BitcoinCRYSTAL M-Q | FOS IT
With the rising popularity of Bitcoin do you know what to expect This session will explore critical details of Bitcoin such as distributed ledger technology and Blockchain This session will also explore the reasons behind this trend and if it is the next dot-com bubble
M George Fallon Mgr RMA Associates LLC
S106 Can Grant Managers Meet the New Compliance RequirementsCRYSTAL K-L | FOS MGMT
Grants managers must work to ensure grantees are prepared to effectively and compliantly accomplish grant goals and ensure granteesrsquo systems are compliant with complex data standards and new requirements This session will feature grants program managers as they discuss how they assess and address their various program risks
M Roger Von Elm Principal CliftonLarsonAllen LLP
AGA PDT 2018 | ORLANDO 11
Sunday mdash AgendaGlossary on page 54Check PDT app for speakers
S107 The New Tax Reform is HereCRYSTAL C-F | FOS TAX
The new tax reform brings many new changes to both businesses and individuals This session will explore how tax reform will affect governments your workplace and your taxes
M John Roland Jr VP MIL Corporation
S108 Getting Through the Report Writing and Review Process Without Losing Your SanityCRYSTAL H | FOS AUD
Yoursquove completed the audit and found resultshellip if you could just get it out the door Join us in discussing how auditors communications analysts and senior managers can work together to maximize a reportrsquos readability and effectiveness mdash while remaining collegial
M Mark Bell AIG Audits NSF
4 ndash 450 pm
S109 Managementrsquos Discussion and Analysis Bridging the lsquoGAAPrsquoCRYSTAL C-F | FOS ACC
Managementrsquos discussion and analysis is a key component of financial reporting It tells the reporting entityrsquos story regarding operations service levels successes challenges and future expectations This session will discuss the challenges in concisely achieving GAAP requirements with todayrsquos abundance of data
M Wendy Morton-Huddleston Principal Grant Thornton LLP
S110 Effective Audit and Audit Resolution PracticesCRYSTAL M-Q | FOS AUD
This session will examine both the roles of the auditor and auditee using the Cooperative Audit Resolution and Oversight Initiative (CAROI) The session will highlight resolving audit findings successfully using the viewpoints and evidence from both aspects It will also emphasize the engagement of the proper stakeholders and responsible parties
M Dave LeBlanc SVP-at-Large AGA
S111 Hot Off the Press The New and Improved Yellow BookCRYSTAL H | FOS AUDG
The 2017 Yellow Book represents a modernized version of the standards and helps auditors hold the organizations they audit accountable Panelists will explore the new requirements included in the book such as those related to auditor ethics independence and professional judgment and competence
M Berri Davis Dir GAO
S112 IgniteCANARY 1-2 | FOS PD
During this fast-paced fun and entertaining session each presenter has 20 slides mdash which auto-advance every 15 seconds mdash to tell their personal story This might be bold and possibly brash but it wonrsquot be boring
M Susan Fritzlen COO AGA
5 ndash 7 pm
Welcome Event with ExhibitorsROYALSABALSAGO
12 AGACGFM | PDT18
Agenda mdash Sunday ModeratorM
Check PDT app for speakers
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
AGA PDT 2018 | ORLANDO 13
Sunday mdash AgendaGlossary on page 54Check PDT app for speakers
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
PiYotrade LIVE mdash sweat and burn calories with fusion-style movements inspired by yoga and Pilates This class incorporates dynamic balance strength flexibility and functional training with upbeat music All levels welcome and no equipment is needed Prizes will be given daily plus a grand prize
630 am ndash 4 pm
Registration Open
7 ndash 8 am
Continental Breakfast with ExhibitorsROYALSABALSAGO
8 ndash 830 am
Opening CeremonyCYPRESS BALLROOM
830 ndash 945 am
M100 Plenary Session Monday MorningCYPRESS BALLROOM | FOS ACCG
Hear GAOrsquos comptroller general discuss changes from last yearrsquos US government financial position progress on key GAO initiatives and what GAO and auditors might look forward to in the future
Gene Dodaro Comptroller General GAO
M Ann Ebberts CEO AGA
945 ndash 1030 am
Coffee Break with ExhibitorsROYALSABALSAGO
1030 ndash 1145 am
M101 Wersquove Got the Data Now WhatGRAND 12-14 | FOS ACC
With the DATA Act data is becoming more consistent and reliable Agencies have a plethora of interesting federal obligation and spending data at its fingertips While some agencies see it only as an exercise in compliance others are starting to realize there is a lot of potential with this data Join this session to explore these points hellip and more
M Dave Mader Chief Strategy Officer Deloitte Consulting
14 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
M103 Natural Disasters and Accountability Related to Government FundingCRYSTAL C-F | FOS AUDG
Congress has allocated tens of billions of dollars in disaster-related aid to help communities recover from the devastating hurricanes and wildfires of 2017 States and local governments are also supporting this recovery During this session hear what agencies are doing to ensure government accountability for such aid
M Berri Davis Dir GAO
M104 Building the Future Workforce for StateLocal GovernmentsCRYSTAL H | FOS BMO
How are state and local government leaders recruiting and attracting the next generation of accountants Join the roundtable to see how different offices are fighting back against the ldquosilver tsunamirdquo
M Lealan Miller AGA FMSB Chair
M105 Driving Competitive Advantage with TBMCRYSTAL K-L | FOS BMO
Like any new method process or automation tool Technology Business Management (TBM) will impact federal agencies their technology management and business teams Join this session to learn more about how TBM is creating standards and business views that are meaningful to CIOs and CFOs
M Kevin Greer VP CGI Federal
M106 Accelerating Shared Services for Finance and Accounting OperationsGRAND 9-11 | FOS BMO
For nearly 20 years the federal government has been considering the use of shared services Progress has been slow especially in the area of consolidating duplication and overlap in areas such as finance and accounting This panel examines approaches to accelerate shared services in operations
M Rowan Miranda CFO Advisory Practice Leader Accenture Federal Services
M107 Advanced Process Automation Increasing Productivity with RoboticsCANARY 3-4 | FOS IT
The Fiscal Service and other federal agencies are testing robotic process automation to minimize repeatable manual operations in core financial management processes Learn about future trends in the financial industry along with potential applications that will transform the financial management community Senior leaders across agencies will share trends and discuss the priorities ahead This session will be of interest to the federal state and private sectors
M Craig Fischer Program Mgr Fiscal Service
AGA PDT 2018 | ORLANDO 15
Monday mdash AgendaGlossary on page 54Check PDT app for speakers
M108 OCFO of the Future mdash What Does It Look LikeCRYSTAL M-Q | FOS MGMT
What does the OCFO look like in the age of robotics Blockchain data analytics and cloud computing Attend this session to hear from an expert panel to learn what CFOs are doing to integrate new technology into their organizations and their roles
M Joe Kull Dir Guidehouse
M109 Taking Care of CustomersCRYTAL A-B | FOS PD
Customers are people too hellip and the reason you exist But when has anyone ever trained you to deal with them Take a moment to learn some elements of what it means to take care of customers with more stories and more energy thatrsquoll give you something to think about
M Mary Peterman Dep Chief Finance and Procurement AOUSC
1145 am ndash 1 pm
Luncheon and Awards CeremonyCYPRESS BALLROOM
1 ndash 150 pm
M110 Plenary Session Curing Adultitis mdash Your Prescription for Less Stress and More SuccessCYPRESS BALLROOM | FOS PD
Adultitis is an epidemic that is coming hard after us every day It infiltrates even the best environments producing stress and burnout Learn practical tips for reclaiming your passion bringing more fun and less stress to the job at hand
Jason Kotecki Artist Author Founder of Escape Adulthood
M Mark Easton Dep CFO ndash Comptroller DoD
205 ndash 320 pm
M111 Itrsquos a Disaster Before During and AfterCRYSTAL A-B | FOS ACC
Is your agency equipped for a disaster Hear from federal state and local officials about the challenges and best practices when preparing for responding to and accounting for disasters
M Mary Peterman Dep Chief Finance and Procurement AOUSC
M112 Governance Over Financial Statements IT Control RiskGRAND 9-11 | FOS ACCG
Join a panel of experts as they discuss key resources in the federal space In particular the experts will take a closer look at a management assessment framework for IT general controls in support of the annual assurance process and conclusions
M Scoey Alexander Sr Mgr Kearney amp Company
CGFMs donrsquot forget to wear red or apparel with the CGFM logo
on Tuesday to celebrate CGFM Day
16 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
M113 Lessons Learned from Real-life FraudsCRYSTAL C-F | FOS AUDG
This session will feature presentations of frauds committed by state and local governments Panelists will also discuss how the perpetrators circumvented controls or took advantage of the absence of controls
M Maribeth McCarthy Dir Bus Dev Mastercard
M114 Conducting Audits in Challenging EnvironmentsCRYSTAL K-L | FOS AUDG
Conducting audits in unique environments presents challenges Whether itrsquos in a remote village on the other side of the world in the middle of a disaster or at an unexpected location here at home mdash this session highlights some of these challenges and discusses strategies for overcoming them
M Sal Ercolano Sr Advisor Williams Adley
Follow us guidehouse_us linkedincomcompanyguidehouse-us
Introducing Guidehouse formerly PwC Public Sector oering the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected We invite you to learn more at guidehousecom
copy 2018 Guidehouse
Hi wersquore (not so) new here
AGA PDT 2018 | ORLANDO 17
Monday mdash AgendaGlossary on page 54Check PDT app for speakers
M115 DATA Act Opportunities to Become More Data-DrivenGRAND 12-14 | FOS FIN
Hear about steps Treasury and other federal agencies have taken to improve the quality of the data published on USAspendinggov and explore opportunities for federal state and local governments to use the data to improve performance and outcomes
M Aileen Burgman Sr Policy Analyst Treasury
M116 ldquoKnock Knock rdquo ldquoWhorsquos ThererdquoCRYSTAL H | FOS IT
New innovations in cognitive technology and authentication give government officials a better understanding of who is ldquoknockingrdquo at the door Through cognitive technology digital identity will not only allow government to more effectively and efficiently police access but it will enable citizens to safely electronically engage with government This session will explore digital identity and the new role it can serve as it moves from policing to enabling access
M Tony Hubbard Principal KPMG
M117 Governmentrsquos Blockchain Journey mdash Lessons LearnedCANARY 1-2 | FOS IT
Blockchain has potential to bring security efficiency and speed to a range of services and processes How should agencies look to incorporate Blockchain into the way they function today Panelists will share successes pain points and lessons learned from standing up solutions from Blockchain technology
M Christina Canavan Dir Deloitte
M118 CFO and CIOs 2018 Models for Synergy and SuccessCANARY 3-4 | FOS MGMT
CFO and CIO experts discuss the intersection of policies and management issues that impact them The session will also discuss how these leaders can work together to improve efficiency and transparency reduce risk and strengthen the workforce offering models for success
M Daniel Meers Natrsquol Leader Transformation RSM LLP
M119 The Art of Tinkering Tiny Ways to Transform EverythingCRYSTAL M-Q | FOS PD
Drive innovation achieve new levels of happiness and uncover hidden opportunities by learning the art of tinkering In times of uncertainty and change the small things really do make the biggest difference
M Lisa Casias Dep Asst Secrsquoy for Administration Commerce
320 ndash 4 pm
Coffee Break with ExhibitorsROYALSABALSAGO
More than one concurrent session you want to attend
Donrsquot forget recorded sessions will be archived and available for one year
18 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
4 ndash 515 pm
M120 Audit Tips for Federal Disaster Response EffortsCANARY 3-4 | FOS AUDG
Hear about lessons learned and advice for auditing federal disasters The panel will discuss prior audit findings recom-mendations and tips from previous audits Attendees will also learn insights from Emergency Management Oversight Teams
M Steve Rickrode Dep Asst IG for Audit USDAndashOIG
M121 Financial Audits or Performance AuditsCANARY 1-2 | FOS AUDG
Financial audits have been the backbone of audit shops in state and local government Recently though some of these organi-zations have redirected their efforts into performance audits to give legislators more information on how agencies are meeting their missions This session will explore the differences and similarities between these two audit models and which one could best serve your organization
M Gerry Boaz Tech Mgr TN Div of State Audit
M122 March of the Robots mdash Join the ParadeCRYSTAL H | FOS IT
Software robots or ldquobotsrdquo operate like humans and our understanding of them continue to rapidly evolve During this session the panel will explore experiences of three organizations now implementing intelligent automation solutions
M Kirke Everson Managing Dir KPMG
M123 Moving Federal Financials to the Cloud Two Case StudiesROOM CRYSTAL K-L | FOS IT
Remaining status quo when it comes to financial management systems can cost your agency time and money Join this session to hear from agencies who have eliminated barriers towards growth and moved their agencyrsquos financial management systems to a secure compliant agile and forward-thinking model
M John Nemoto VP Hybrid IT CGI Federal
M124 Swamped and Overwhelmed How to Cope with Data Overload CRYSTAL A-B | FOS MGMT
Agencies have amassed large volumes of data about business operations services and customers Few agencies though have fully tapped this resource to measure and improve performance This panel describes how data can better support federal agency performance management efforts
M Kris Naleszkiewicz Sr MgrndashFinance Analytics Lead Accenture Federal Services
M125 Leadership Gold NuggetsCRYSTAL M-Q | FOS PD
Participants will learn ldquogold nuggetsrdquo of leadership wisdom accumulated during decades of studying practicing and teaching leadership This session will include a panel discussion of these leadership fundamentals and their application in a variety of professional accountability careers
M Paul Barrett Professor Longwood Univ
AGA PDT 2018 | ORLANDO 19
Monday mdash AgendaGlossary on page 54Check PDT app for speakers
M126 What Caused My Risk GRAND 12-14 | FOS STAT
Root cause analysis is often a forgotten element of resolving issues because the focus tends to be more on correcting the issue than evaluating the cause This session will feature this proactive approach to problem resolution to help prevent issues from happening in the future
M Kenneth Donohue Former HUD IG
M127 Ethics in the WorkplaceCRYSTAL C-F | FOS BETH
This session will cover the components of ethical behavior as well as the need to maintain an ethical environment in the workplace Participants will learn tips and techniques to create and maintain an environment that is ethical and conducive to the mission of the organization
M Marsi Woody Financial Exec Officer Idaho State Police
M128 Citizen-Centric Reporting mdash Turning Data Into InformationGRAND 9-11 | FOS ACCG
Hear how AGArsquos Citizen-Centric Reporting (CCR) can be used as an electronic portal to an agency See examples of how agencies have taken enormous amounts of data found on government websites and turned it into pages of focused and easy to read information for the consumer and citizen
M John Lynskey Controller NSF
515 ndash 630 pm
Monday Event with ExhibitorsROYALSABALSAGO
20 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
Health and Dental benefits designed exclusively for federal employees retirees and their families
We stand by you
gehahealth
gehacom
8008216136
OR-ADS-0318-004
Health and Dental benefits designed exclusively for federal employees retirees and their families
We stand by you
gehahealth
gehacom
8008216136
OR-ADS-0318-004
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
See description on page 14
630 am ndash 4 pm
Registration Open
7 ndash 8 am
Continental Breakfast with ExhibitorsROYALSABALSAGO
8 ndash 915 am
T100 Plenary Session Leading from Any SeatCYPRESS BALLROOM | FOS PD
With real-world stories and insights from in and out of the cockpit Shannon Huffman Polson offers tangible leadership lessons for you to seek out your own targets and incorporate them into your own profession By examining leadership and situational challenges Shannon empowers others to lead and thrive in any dynamic environment
Shannon Huffman Polson Former US Army Captain and Pilot
M Doug Glenn AGA Immediate PNP
930 ndash 1020 am
T101 A Future Financial Reporting ModelCRYSTAL M-Q | FOS ACCG
Data and tools exist to provide consumable financial data to internal and external users by providing multiple ways of finding answers What if the data and tools were integrated into a digital model Join this session to learn how digitized data can reinvigorate the way we communicate and interact with financial information
M Tasha Austin Sr Mgr Deloitte
T102 Emerging Issues in State Government AccountabilityCRYSTAL C-F | FOS FIN
States often face many demands on their operation mdash coming from both a local and federal level This session will explore how two states are dealing with these pressures and what the future balancing act of demands looks like for them
M Melinda Miguel Dep IG AOC
T103 Leveraging Data Analytics Transforming Data Into Better DecisionsCRYSTAL H | FOS AUD
As data analytics become more commonplace in government agencies can leverage analytics tools to make better decisions and improve the effectiveness and efficiency of their programs This session will explore how analytics can be used to enhance decision-making
M Shivendra Verma Principal Grant Thornton LLP
PDT18 Follow us
AGACGFM
22 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T104 Implementing the Revised OMB Circular A-123 Appendix ACANARY 1-2 | FOS AUDG
This session will focus on the newly released revision to OMB Circular A-123 Appendix A Hear about the renewed focus on data quality planning as well as flexibilities provided around agency control activities
M David Zavada Sr Partner Kearney amp Company
T105 What Are Subrecipients Doing with Your MoneyGRAND 9-11 | FOS BMO
During this session attendees will hear what a subrecipient monitoring program should include
M Nasr Fahmy Asst Dir for Financial Assistance Oversight DHSOCFOFinancial Assistance Policy and Oversight
T106 Letrsquos Get Uncomfortable and Talk About Sexual HarassmentCANARY 3-4 | FOS HR
Victims of sexual harassment are speaking up and the alleged harassers are being exposed Join this important and timely session to learn what you can do to prevent sexual harassment in your workplace and create a safer work environment
M Karen Wilson Principal Public Sector Practice Guidehouse
T107 Hey Bot mdash What Can You Do for MeCRYSTAL K-L | FOS IT
Robotic Process Automation (RPA) has found its way into the government This session will discuss how federal agencies are currently using RPA and the potential for leveraging cognitive automation and artificial intelligence as the next steps in the intelligent automation process
M Adam Goldberg Exec Architect Fiscal Service
T108 Next Generation ERP Systems for Federal AgenciesGRAND 12-14 | FOS MGMT
This panel will examine ldquowhatrsquos nextrdquo for ERP systems at a time when many federal agencies need to modernize their financial systems This session will debate on-premise vs cloud single vendor vs best of breed agency owned and maintained vs shared services and outsourced support
M James Harris Finance and Enterprise Performance ndash Sr Mgr Accenture Federal Services
T109 Managing Large Complex Federally Funded Grants and ContractsCRYSTAL A-B | FOS SK
Increased scrutiny of large complex grants and contracts require agencies better assess their project risks develop mitigation strategies and monitor outcomes This session covers approaches to manage civilian and military construction projects measure earned-value and improve outcomes
M Bert Nuehring Partner Crowe LLP
AGA PDT 2018 | ORLANDO 23
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
930 ndash 11 am
Professional Ethics Board MeetingWASHINGTON
1020 ndash 11 am
Coffee Break with ExhibitorsROYALSABALSAGO
11 ndash 1150 am
T110 Innovations in Public PerformanceCRYSTAL K-L | FOS ACCG
Not surprisingly citizens want to know what they are getting for their tax dollars Panelists will discuss the performance measures and innovative techniques for engaging citizens developed by governments to help inform taxpayers
M Shivendra Verma Principal Grant Thornton LLP
T111 Setting the Foundation for TransparencyCRYSTAL A-B | FOS ACCG
This is a discussion of lessons learned from the first year of the DATA Act and next steps to improving transparency This session will discuss one agencyrsquos approach to successfully implementing the Act and next steps to improving its results
M Robert Shope Partner EY
T112 Federal Financial Audit Approach AlternativesGRAND 12-14 | FOS AUD
This session will share ideas identified by a federal CFO council workgroup to improve the nexus of costs benefits risks and burdens of the Agency Financial Report audit process
M Scott Bell Sr Staff Accountant Treasury
T113 How to Integrate Non-financial and Financial ReportingCRYSTAL M-Q | FOS AUDG
Explore how agencies leverage internal control over financial reporting organization structure knowledge and tools to address non-financial internal control requirements
M Jon Rymer Dir Lynch Consultants LLC
T114 Go Green From Overhead to Higher Training BudgetsCANARY 1-2 | FOS FIN
This session will discuss ways a department agency or business can decrease costs and allocate more resources towards employee training and professional development
M Chidilim Okonkno Systems Accountant NASA
T115 Where Did My Data Go and Why Should I CareCRYSTAL C-F | FOS IT
How have breaches and data disclosure incidents affected organizations from an economic and reputational perspective This session will discuss the impact of ransomware and other malicious attacks that restrict access to modify or delete your data
M Sarah Mirzakhani IT Principal CliftonLarsonAllen LLP
24 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T116 Application of Emotional IntelligenceCRYSTAL H | FOS PD
Everyone has dealt with ldquodifficultrdquo co-workers and individuals This session will explore how to handle different types of personalities by growing your own emotional intelligence
M Megan Gaillard Dir of Audit Palm Beach Co ndash OIG
T117 CFO SurveyGRAND 9-11 | FOS ACCG
This yearrsquos AGA CFO survey focuses on the tools and processes needed to help agencies address current budgetary challenges and mandates Join this session to hear the results of the online and in-person survey and discuss the findings with a panel of current and former CFOs
M Jim Taylor Managing Dir Grant Thornton LLP
copy 2018 Becker Professional Education Corporation All rights reserved
The knowledge you need to help prepare you for the next level of success
Becker Continuing Professional Education
Whether yoursquore a CPA CGFM CDFM DoD FMCIA CFE CMA or need GAGAS Becker offers Continuing Professional Education (CPE) tohelp meet your needs
With Becker CPE your accounting audit and fi nance professionals receive the timelyand relevant knowledge needed to help themstay ahead
Take advantage of our Subscription Program for unlimited use of Beckerrsquos CPE
+ Special rate forGovernment Agencies
+ Live Webcast and OnDemand formats(24x7 access)
+ Includes streaming videoand video courses
For more details on this program please visit agacgfmorgonlineCPE or contact John Gioeli at jgioelibeckercom
AGA PDT 2018 | ORLANDO 25
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T118 Letrsquos Get Uncomfortable and Talk About Sexual Harassment (repeat session)CANARY 3-4 | FOS HR
See description on page 23
M Karen Wilson Principal Public Sector Practice Guidehouse
1150 am ndash 1250 pm
Luncheon and Awards CeremonyCYPRESS BALLROOM See page 41
105 ndash 220 pm
T119 Certified Government Financial Manager (CGFM)CRYSTAL A-B | FOS PD
Discover the value of the CGFM designation Participants will hear from colleagues on why they pursued this certification and how it has helped advance their careers and distinguish them from others in their field You will also learn tips for preparing for the three CGFM exams
M Katya Silver Dir of Professional Certification AGA
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
T120 Leadership Ethics and Decision Making in Early AuditsCRYSTAL K-L | FOS BETH
Everyone is faced with various levels of ethical dilemmas at work and leadership can often create a culture that promotes unethical behavior without realizing the consequences Join this session to explore how ethics are integral to the behavior of employees and the impact of the behavior on early audits
M Robert Hart Sr Mgr EY
T121 Disrupting Improper PaymentsCRYSTAL H | FOS IT
Preventing improper payments is a government-wide challenge Join this session to learn how to make significant improvements and leverage disruptive technology to promote data sharing recipient authentication and encourage stakeholder collaboration Panelists will share best practices and explore ways to address root causes
M Steven Bernstein Exec Dir Electronic Payments Product Exec JP Morgan Treasury Svcs
T122 Fraud in Federal Assistance ProgramsCRYSTAL C-F | FOS AUDG
This session will give attendees an in-depth look at how fraud in federal programs was handled by state agencies federal grantors and state prosecutors This topic will explore case studies on the Summer Food Service Program and the Child and Adult Care Food Program
M Jeff Hart AGA PNP
Like us on
26 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T123 AGArsquos Grant Survey Improving Grantee ComplianceGRAND 12-14 | FOS MGMT
Recognizing challenges with grantee compliance AGA conducted a nationwide survey of federal grant recipients on implementation issues related to the Uniform Guidance (2 CFR 200) This session will focus on strategies and activities to address the most troubling areas identified by respondents
M James McKay Principal SME Grants Management Line of Business KGS
T124 Agency Risk Profile Lessons Learned and ValueCANARY 1-2 | FOS MGMT
This session will focus on agenciesrsquo experience from their A-123 Risk Profile definition process This session will include discussion of lessons learned outcomes achieved and value created
M Daniella Datskovska Dir ERM and Internal Control TFC Consulting Inc
Helping you succeed is ours Learn more at KPMGcomusfederal
Anticipate tomorrow Deliver today
copy 2017 KPMG LLP a Delaware limited liability partnership and the US member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (ldquoKPMG Internationalrdquo) a Swiss entity Some of the services or offerings provided by KPMG LLP are not permissible for its audit clients or affiliates NDPPS 677263
Your business is serving the public
AGA PDT 2018 | ORLANDO 27
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T125 Conflict in the Workplace Surviving and ResolvingCRYSTAL M-Q | FOS PD
Explore the types and causes of conflict in the workplace Participants will learn how to handle and manage conflict in the workplace Experts will share techniques for dealing with co-workers supervisors and staff in various situations involving both positive and negative conflicts
M Peggy Javery Acting Assoc CFO USDA
T126 FASAB Update Leases and More to ComeCANARY 3-4 | FOS ACCG
Hear from FASAB staff about recently-issued standards open proposals and proposals under development FASAB staff will discuss implementation of the new standards Additionally insights regarding new developments will be shared along with tips to help you prepare
M Wendy Payne Exec Dir FASAB
105 ndash 325 pm
EXEC2 AGA Digital Executive Session (invitation only)GRAND 9-11 | FOS IT
Learn about emerging technologies that may soon change the way you support your organizationrsquos mission Understand priorities challenges issues and opportunities from government leaders Engage in a highly interactive and engaging discussion on the latest strategies for digital transformation and exchange ideas and solutions with colleagues that you can bring back to your organization
M Kevin Greer VP CGI Federal
235 ndash 325 pm
T127 Medicaid The Elephant in the RoomCANARY 3-4 | FOS ACCG
Medicaid is a critical service in the lives of millions of Americans It is also a major expense for both federal and state entities This session will explore the ways that federal managers and state auditors are collaborating to make sure that these allocated dollars are spent wisely
M Kinney Poynter Exec Dir NASACT
T128 Path to Auditability Implementing New FASAB StandardsCANARY 1-2 | FOS ACCG
This session will provide an understanding of SFFAS 48 Opening Balances for Inventory Operating Materials and Supplies Stockpile and SFFAS 50 Establishing Open Balances for General Property Plant and Equipment and discuss tips for successful implementation Additionally participants will hear about implementing the standards mdash including the pitfalls and best practices for success
M Eveka Rodriguez Partner Grant Thornton LLP
T129 Data Analytics for FraudCRYSTAL A-B | FOS AUDG
Proactive data monitoring and use of data analytics can prevent your entity from being subject to a public fraud This session will show attendees how proactive data analysis techniques and tools can save money prevent bad publicity and detect fraud faster with fewer resources
M Sarah Hays Programming Dir Data Coalition
28 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T130 Planning for Federal Funding DecreasesCRYSTAL C-F | FOS FIN
State and local governments federal funding sources are always in flux This session will feature a panel of state and local government leaders discussing what plans they have in place in the event of a reduction of federal funds
M Lealan Miller AGA FMSB Chair
T131 My Data Was Just BreachedCRYSTAL K-L | FOS IT
Access to data is key to effective analytics However with recent data breaches security standards around data transfer and storage have tightened This session discusses steps to follow to ensure secure handling of data in analytics programs
M Phil Magrogan COO Immersion Consulting
MAKES A DIFFERENCE
Find the six dierences in the two photos Present at booth 202 for your prize
2677 Prosperity Avenue Suite 100 Fairfax Virginia 22031 wwwkforcegovcom Kforce_govKGS
RISKMANAGEMENT
COMPLIANCE ampAUDIT SERVICES
GRANTSMANAGEMENT
FINANCIALIMPROVEMENT
FINANCIALTECHNOLOGY
AGA PDT 2018 | ORLANDO 29
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T132 Communicating Effectively Skills and TechniquesCRYSTAL M-Q | FOS COMS
Improve your communication skills with colleagues customers supervisors and staff mdash and learn how to adjust styles based on with whom you communicate verbally vocally and visually This interactive session will address the needs concerns and frustrations of communicating effectively in todayrsquos workplace
M Dave LeBlanc SVP-at-Large AGA
T133 The Presidentrsquos Management Agenda and the Uniform GuidanceCRYSTAL C-F | FOS MGMT
The Presidentrsquos Management Agenda (PMA) was released in March 2018 This session will discuss the PMA Cross Agency Priority (CAP) Goal 8 Results-Oriented Accountability for Grants This session will also discuss the connectivity between OMBrsquos Uniform Guidance the PMA and the future vision for the world of grants
M Charles Hester InstructorConsultant AGA RVPndashWest Coast Region
325 ndash 405 pm
Coffee Break with ExhibitorsROYALSABALSAGO
330 ndash 545 pm
Young Professionals RoundtableMIAMI | FOS PD
Hear what accomplished leaders deem essential success factors for young professionals in todayrsquos ever-changing and challenging government financial management environment Interactive QampA will focus on leadership networking communication mentorship advancement and change management Speed networking session immediately follows for participants
405 ndash 455 pm
T134 Uniform Guidance Year Three mdash What You Still Donrsquot KnowCANARY 1-2 | FOS AUDG
The Uniform Guidance has been in effect for more than three years yet there are still several aspects to implement This presentation will explore those topics as well as best practices identified over the past three years
M Lealan Miller AGA FMSB Chair
T135 Protect Taxpayer DollarsGRAND 12-14 | FOS AUDG
Government vendors have larger and more contractual requirements which can lead to greater need for vendor audits Join this session to explore how vendors are audited to make sure they provide the government with the full set of contracted services and ultimately protect taxpayer dollars
M Kim Farington CFO FirstNetHave session ideas
for PDT 2019Join the PDT technical
committee email meetingsagacgfmorg
30 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
ARE YOU READY
cohnreznickcomindustriespublic-sector
CohnReznick helps forward-thinking public sector organizations address stringent regulatory requirements strengthen risk managementand achieve their business goals
Visit Us at Booth 302
T136 Improving Federal Government Employee MoraleCRYSTAL M-Q | FOS HR
What resources are available in the federal government structure to keep employees engaged and satisfied Are there things that the finance community can and should be doing to support employee morale in their agencies This session will explore how government offices can make changes that can result in higher productivity and employee engagement
M Anthony Scardino Dep Under Secrsquoy and Dep Dir USPTO
T137 Process Robotics Building Finance Bots LIVECRYSTAL A-B | FOS IT
Hear from digital labor experts about how operations improvements with robotics and cognitive solutions can drive greater efficiency cost management and employee morale This session will also feature a live demo of digital labor currently in action at a federal agency
M Chris Huff US Public Sector RPA Lead Deloitte Consulting LLP
AGA PDT 2018 | ORLANDO 31
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T138 Be Our Guest Magical Service for Finance CustomersCRYSTAL C-F | FOS MGMT
Disney has legendary customer service Hear about the practices taught by the Disney Institute and learn how you can deliver world-class financial accounting and audit services in your own organization
M Reed Waller Asst Dir Financial Management Initiatives Group DOJ
T139 Next Generation Leaders New Skills and New NeedsCRYSTAL H | FOS PD
Much has been discussed about millennials in the workplace but what are the keys to building the younger generation into effective leaders This session will explore how their immersion in technology gives them strengths and challenges when taking on new responsibilities as leaders in the federal workplace
M Doreen Shute Managing Principal CliftonLarsonAllen LLP
T140 Program Evaluation mdash Letrsquos Tell the TruthCRYSTAL K-L | FOS MGMT
This session will discuss the benefits of conducting program evaluations to determine program effectiveness support data analyses and make informed budget decisions Hear from federal state and local representatives who have conducted program evaluations and learn how the results were used
M Robert Tuccillo CFO Federal Transit Administration
T141 Look No Further Intergovernmental Job Aids to the RescueGRAND 9-11 | FOS ACCG
Learn about available tools guides and job aids for all levels of government developed by AGArsquos Intergovernmental Partnership (IP) program During this session government leaders will showcase tools and other resources available on AGArsquos website (wwwagacgfmorgtools-resources)
M Clark Partridge State Controller AZ
405 ndash 530 pm
Corporate Partner Advisory Group (CPAG) MeetingNEW ORLEANS
CPAG representatives and those from organizations interested in joining the program are invited to participate in this annual business meeting This meeting is an excellent opportunity to network with other corporate partner representatives and learn how to maximize your organizationrsquos partnership with AGA
8 ndash 10 pm
AGA Networking ReceptionMARRIOTT HOTEL LOBBY BAR
Join us for some after-dinner networking and socializing
32 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
See description on page 14
630 am ndash 4 pm
Registration Open
715 ndash 815 am
National Awards BreakfastCYPRESS BALLROOM
820 ndash 910 am
W100 Plenary Session OMBTreasuryDoD UpdateCYPRESS BALLROOM | FOS ACCG
David Lebryk Fiscal Asst Secrsquoy Treasury
David Norquist Under Secrsquoy of Defense (Comptroller) CFO DoD
Tim Soltis Dep Controller OMB
M Ann Ebberts CEO AGA
910 ndash 10 am
W101 Plenary Session Innovate the Way You InnovateCYPRESS BALLROOM | FOS PD
Learn how to create a culture of innovation within your organization Mr Shapiro will highlight how to use a challenge-centered approach to measure innovation the process of experimentation and how to maximize return on investments
Stephen Shapiro Innovation Expert
10 ndash 1030 am
Coffee BreakCRYSTAL FOYER
1030 ndash 1145 am
W102 One on One with GASB mdash An UpdateGRAND 9-11 | FOS ACCG
Meet with members of the GASB to receive the most up-to-date information regarding GASB standards exposure drafts and other projects that affect governments and their auditors
M Lealan Miller AGA FMSB Chair
W103 DoD Audit UpdateCANARY 1-2 | FOS AUD
This session will focus on the major audit and financial improvement activities underway across DoD
M Bryan Nelms Principal Kearney amp Company
W104 Understanding and Using the New Service Organization Control ReportsCANARY 3-4 | FOS AUDG
This session will discuss the significant changes underlying the new service organization control reports issued under AT-C 320 (formerly SSAE 16)
M Asif Khan Dir FM and Assurance GAO
W105 Managing in the Changing Workplace EnvironmentCRYSTAL A-B | FOS HR
Hear about the techniques and tools available to managers to maintain a team-building environment with a significant number of employees teleworking
M Thalia Melendez Dir of Audit Svcs NY State Educ Dept
AGA PDT 2018 | ORLANDO 33
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W106 Data All Around Us mdash CFOrsquos Move to a New NormalCRYSTAL M-Q | FOS IT
Advanced data analytics have turned data into powerful insights to manage programs and enhance the citizen experience as never before This session will explore how the availability of data is changing the role of the CFO
M Jorge Asef-Sargent Partner KPMG LLP
W107 How Emerging Technologies Will Transform Payments and CollectionsCRYSTAL K-L | FOS IT
Payments and collections are fertile ground for emerging technologies Artificial intelligence robotics Blockchain big data and the continued digitization of commerce will continue to transform payments and collections Panelists will share their futurist views of the payments and collections landscape
M Joe Hussey Managing Dir JP Morgan Treasury Services
W108 Cloud Enterprise Reporting mdash The FIRST FrontierCRYSTAL C-F | FOS IT
This session will explore cloud enterprise reporting Attendees will learn how to utilize the cloud to streamline external reporting by ingestion data centrally and then maximizing the utility of data to enhance integrity and inform management decisions
M Demek Adams Principal Grant Thornton LLP
W109 Annual Womenrsquos Forum Leading in Life and CareerCRYSTAL H | FOS PD
Empowered women are a cornerstone of effective government and a more competitive federal state and local workforce of the future Join this powerful annual convening of women leaders in accounting finance and technology as they discuss their journey and careers with high-impact and meaning
M Tracey Walker Natrsquol Dir Govt Affairs Culture Diversity and Inclusion RSM US LLP
W110 Federal Financial Standards Will We Get ThereGRAND 12-14 | FOS ACCG
Department of the Treasuryrsquos Office of Financial Innovation and Transformation (FIT) is defining federal financial standard references to promote innovation a common knowledge base and processes to improve interoperability of federal systems Join this session for an update on FITrsquos work and the expected benefits of this initiative
M Marshall Henry FM Program Manager Treasury Fiscal Service
1145 am ndash 1245 pm
National Awards LuncheonCYPRESS BALLROOM
1 ndash 2 pm
Financial Management Standards Board MeetingWASHINGTON
34 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1 ndash 215 pm
W111 Conducting Effective Assessments of Internal ControlsCRYSTAL K-L | FOS ACCG
This session will introduce participants to key concepts issues and standards necessary to design and implement policies to achieve the organizationrsquos objectives
M Sefton Boyars ConsultantTrainer Sefton Boyars CGFM CPA
W112 New Fraud Fighters Cryptocurrencies Blockchain and Secure TransactionsCRYSTAL C-F | FOS AUD
Government is inherently a transactional business From deeds to disbursements the quantity of documents governments maintain on paper and digital image continues to grow Criminals are abusing the current processes to commit fraud at an increasing rate Learn how you can use Blockchain to disrupt and combat fraud
M Jay Schulman Principal RSM US LLP
W113 Data Visualization mdash Using Geographic Information Systems as an Audit ToolGRAND 9-11 | FOS AUDG
Geographic Information Systems (GIS) are increasingly being utilized as a tool to present audit information Learn from experts on how recipients of government services using GIS provides a wealth of audit opportunities
M Gwendolyn Sewell Chief Mission Compliance and Audit ReadinessAccounting Air Force
W114 Finance 2020 Embracing the Changes to ComeCRYSTAL A-B | FOS MGMT
What is the role of CFOs and senior finance staff in this rapidly changing digital world This session will explore the evolution in the field from an expense control spreadsheet-driven and retrospective reporting center into a predictive analytics powerhouse
M Scott Quehl Sr Principal Accenture Federal Services
W115 Quality Management ConfrontationGRAND 12-14 | FOS MGMT
How do you optimize resources and maximize efficiency Join our panel of experts as they discuss various topics in performance management and answer questions such as ldquoHow is quality management implemented throughout an organizationrdquo and ldquoHow do you view and plan around resource allocationrdquo
M Wayne Ference Partner Castro amp Company LLC
W116 Enterprise Risk Management Stories from the Front LinesCRYSTAL H | FOS MGMT
For the past two years agencies have been working to implement the changes made to OMB A-123 This session will feature feedback from agency risk officers on whether ERM is living up to expectations
M Tom Carroll CFO AOC
AGA PDT 2018 | ORLANDO 35
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W117 Leadership Keys to SuccessCRYSTAL M-Q | FOS PD
Gain perspective from a senior leader in government about how you can make a difference in your organization This entertaining session will cover how to develop people build trust cultivate relationships and communicate more effectively Leadership is possible at any level of government
M Mary Peterman Dep Chief Finance and Procurement AOUSC
W118 Building an Optimal Analytics-Driven Program Integrity OfficeCANARY 1-2 | FOS MGMT
With the passage of the Fraud Reduction and DATA Act agencies are under increased pressure to have effective program integrity offices that leverage data analytics and focus on outcomes Hear best practices found from a comprehensive pilot project conducted at the VA
M Linda Miller Dir Grant Thornton LLP
W119 Competencies The Thread that BindsCANARY 3-4 | FOS HR
DoD like other agencies is required by law to develop functional competencies to use in strategic workforce planning The DoD FM community developed 24 enterprise-wide FM competencies Learn how these competencies serve as the thread which binds the FM workforce development portfolio into a coherent strategic plan which guides career development
M Jansen Sauvageau SVP PNC Bank
230 ndash 3 pm
AGA National President Gavel ExchangeCYPRESS BALLROOM
3 ndash 4 pm
W120 Closing Plenary Session Shift Your Brilliance Leading Amidst UncertaintyCYPRESS BALLROOM | FOS PD
This session will teach participants how to solve problems get out of the past and think like a leader of the future You will develop an enhanced sense of perspective understand where you shine and learn how to lead without a title to create effective change
Simon Bailey Author amp Inspirational Coach
M John Lynskey AGA 2018ndash2019 National President
6 ndash 11 pm
Presidentrsquos Appreciation ReceptionROYALSABALSAGO
Join us as we celebrate and thank 2017ndash2018 AGA National President Jim Arnette for his service and contributions to AGA and the financial management community
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PDT AD Brain 2018pdf 1 51618 217 PM
36 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
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PDT AD Brain 2018pdf 1 51618 217 PM
AGA PDT 2018 | ORLANDO 37
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
Please join us in thanking our sponsors for their generous support of AGArsquos 2018 Professional Development Training
PLATINUM SPONSORS
Accenture Federal ServicesVIRTUAL EXPERIENCE
Rowan MirandaManaging Dir CFO Advisory Practice Leadrowanamirandaaccenturefederalcomwwwaccenturefederalcom
Accenture Federal Services a wholly owned subsidiary of Accenture LLP is a US company with offices in Arlington Va Accenturersquos federal business has served every cabinet-level department and 30 of the largest federal organizations Accenture Federal Services transforms bold ideas into breakthrough outcomes for clients at defense intelligence public safety civilian and military health organizations
Grant Thornton LLPTOTE BAGS
Robert SheaPrincipal Global Public Sectorrobertsheausgtcomwwwgranthorntoncompublicsector
Grant Thornton LLP the US member firm of Grant Thornton International is one of six global accounting tax and business advisory organizations Our Global Public Sector based in Alexandria Va is a management consulting business providing responsive and innovative financial performance management and systems solutions to governments and international organizations
GOLD SPONSORS
CGIDIGITAL EXECUTIVE SESSION
Kevin GreerVP Mgmt Consulting KevinGreercgifederalcomwwwcgifederalcomusfederal
A global leader in IT business process and professional services CGI partners with federal agencies to provide end-to-end solutions for defense civilian and intelligence missions Since 1976 we have delivered quality services to help clients achieve results at every stage of the program product and business lifecycle
38 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CliftonLarsonAllenBADGE HOLDERS
Doreen ShuteManaging Principal Fed Govt SvcsDoreenShuteCLAconnectcomwwwCLAconnectcom
CLA is a professional services firm delivering integrated advisory outsourcing and public accounting capabilities to help clients succeed professionally and personally Our practice group members are recognized industry experts and established leaders in the government community We focus on active engagement in the industry a sentiment beyond meeting requirements and standards
DeloitteWATER BOTTLESHYDRATION STATIONS
Colin Duncan Managing Dircoduncandeloittecom wwwdeloittecomusfederal
Deloittersquos Government and Public Services practice consists of more than 12000 professionals across the country serving federal state and local government and higher education clients across consulting and advisory functions bring fresh perspective mdash from inside and outside government mdash to help solve our nationrsquos biggest challenges We bring insights from our client experience and research to drive bold and lasting results People Ideas Technology and Outcomes mdash all Designed for Impact
EYAGA EXECUTIVE SESSION
Bill ColbertPartner PI Financebillcolberteycomwwweycomgovpublicsector
The Government and Public Sector practice of Ernst amp Young LLP provides a full range of consulting and audit services leveraging our experience with both government and commercial clients We deliver real change and measurable results through our diverse high-performing teams operational know-how from across our global organization and bold ideas tailored to each clientrsquos unique mission
AGA PDT 2018 | ORLANDO 39
GOLD SPONSORS (continued)
GuidehouseMONDAY LUNCHEON
Christina VanecekMarketing Mgrcvanecekguidehousecomwwwguidehousecom
Guidehouse formerly PwC Public Sector provides management technology and risk consulting to clients around the world through more than 1600 professionals in 20 locations Now as Guidehouse we offer the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected
Kearney amp CompanyPHOTO BOOTH
Erika SteiningerPartneresteiningerkearneycocomwwwkearneycocom
Kearney amp Company a CPA and consulting firm exclusively serving the Federal Government takes pride in its ability to assist agencies in meeting business objectives and complying with complex requirements Practice areas include Financial Reporting and Accounting Support Internal ControlsA-123 Financial Services Financial Healthcare Services Advisory Services and Program Management
KPMG LLPHOST COMMITTEE SHIRTS MONDAY BREAKFAST
Diane DudleyPartner-in-Charge Fed Auditddudleykpmgcomwwwkpmgcom
For more than 100 years KPMG LLP has assisted the government in the civilian defense and intelligence sectors Today we help these organizations adapt to new environments by working with them to transform business models leverage data protect information assets and provide assurance services while focusing on their mission
40 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
CPAG Small Business CommitteeTUESDAY LUNCHEON
Dedicated members of AGArsquos Small Business Committee are proud to sponsor the 2018 PDT Tuesday Awards Luncheon Thank you to 2nd Wave Castro amp Co Immersion RMA Associates TFC Consulting Trilogy Federal and Watkins Government Services
Get Inspired During PDTthen submit your best practices to the Journal of Government Financial Management by Sept 1 2018
Learn more and view the 2018ndash2019 editorial calendar at wwwagacgfmorgjournal
SILVER SPONSORS
JP MorganTUESDAY BREAKFAST
Denise PetittaExec DirDenisePetittajpmorgancomwwwjpmorgancom
JP Morgan is a premier corporate and investment bank with a full suite of global financial services and capabilities Our clients include the worldrsquos most important corporations governments financial institutions pensions sovereign wealth organizations states and municipalities we offer strategic advice and deliver banking services in more than 100 countries
AGA PDT 2018 | ORLANDO 41
SILVER SPONSORS (continued)
RSM US LLPPDT APP amp WIFI
Mary GoldsmithFed Bus Dev Dirmarygoldsmithrsmuscomwwwrsmuscom
RSM US LLP provides risk financial and technology management consulting services to the public sector We are an inclusive enterprise and support AGA CPAG and Womenrsquos forum We help federal state and local entities improve performance through a comprehensive understanding of their business models internal processes objectives and daily realities
BRASS SPONSORS
Automation AnywhereSTANDING SIGN
Sharon OrsquoNeillHead of Americas Field Marketingsharononeillautomationanywherecom wwwautomationanywherecom
Automation Anywhere is the global leader in enterprise-grade comprehensive Robotic Process Automation software including Cognitive and real-time analytics Over 1000 of the worldrsquos largest brands use our platform to create and manage their Digital Workforce and scale their business processes faster with near-zero error rates while dramatically reducing operational costs
Crowe LLPTUESDAY AM COFFEE BREAK
Bert NeuhringRisk Consulting Partnerbertnuehringcrowecomwwwcrowecom
Crowe LLP is a public accounting consulting and technology firm with offices around the world Crowe uses its deep industry expertise to provide audit services to public and private entities The firm and its subsidiaries also help clients make smart decisions that lead to lasting value with its tax advisory risk and performance services
42 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
BRASS SPONSORS (continued)
MastercardMONDAY AFTERNOON COFFEE BREAK
MariBeth McCarthyVP Bus Leadermaribeth_mccarthymastercardcomwwwmastercardcom
Mastercard (NYSE MA) is a technology company in the global payments industry We operate the worldrsquos fastest payments-processing network connecting consumers financial institutions merchants governments and businesses in more than 210 countries and territories Mastercardrsquos products and solutions make everyday commerce activities easier more secure and more efficient for everyone
PNC BankDIRECTIONAL SIGNAGE
Lauren GradwellAccount MgrLaurengradwellpnccomwwwpnccomideas
PNC is one of the nationrsquos largest financial services organizations providing retail and business banking residential mortgage banking specialized services for corporations and government entities including corporate banking treasury management real estate finance asset-based lending wealth management and asset management We are focused on delivering ideas insight and solutions to our clients to help them maximize the value of their business
Williams AdleyMONDAY MORNING COFFEE BREAK
Melinda BuckBus Dev Leadmbuckwilliamsadleycomwwwwilliamsadleycom
Williams Adley is one of the countryrsquos premier certified public accounting and management consulting firms Our diverse knowledge backgrounds and subject-matter expertise help a wide variety of government agencies and businesses achieve their financial program and information technology goals
AGA PDT 2018 | ORLANDO 43
MEDIA SPONSORS
Government Matters
John Meyer Managing DirjmeyerGovMatterstv wwwGovMatterstv
Government Matters is a television news program dedicated to providing non-partisan information and analysis to federal managers contractors and those supporting the federal marketplace The program airs weeknights in Washington DC on NewsChannel 8 Sunday Mornings on ABC 7 and worldwide on the American Forces Network (AFN)
GOVERNING
Meg Keller Dir of Marketingmkellergoverningcomwwwgoverningcom
For 25 years GOVERNING has been the only publication dedicated to providing the information insight and inspiration state and local leaders need to govern effectively Subscriptions for most state and local government professionals are free as is attendance at most GOVERNING events
Route Fifty
Hilery Sirpis Publisherhsirpisgovexeccomwwwroutefiftycom
Route Fifty a new digital publication and events brand from Atlantic Mediarsquos Government Executive Media Group connects leaders and ideas advancing state and local governments with news insight and resources It facilitates sharing of best practices and ideas among those creating government programs policies and institutions for the 21st century
44 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Play AGArsquos Exhibitor Hunt and win big prizes
including FREE registration to an
upcoming AGA training event
View CPEs Earned
Visit httpsessions ats-leads comagapdt2018 and enter your badge number to view CPEs earned during PDT
Note Only CPEs earned from previous day(s) can be viewed
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with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
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RelaxationStation
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MAIN
VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
MAINENTRANCE
Stop by PDT 2019 Booth 102
Relax RechargeGet a free massage
46 AGACGFM | PDT18
Exhibit Hall Floor Plan
Exhibitors by Booth Number
Company Name Booth
Infor 100 Bureau of the Fiscal Service 101Audimation Services 104American Society of Military Comptrollers 106Kearney Photo Booth 107Graduate School 108 Sehlke Consulting LLC 200Guidehouse 201Kforce Government Solutions Inc 202mLINQS LLC 203RSM US LLP 207GrantSolutions 209ACL Services Ltd 300Williams Adley 301CohnReznick Government 302AOC Solutions 303CGI Federal 306Virtual Experience with Accenture 307Savantage Solutions 308TeraThink Corporation 400Lynch Consultants LLC 401Interior Business Center 402GEHA 403
Company Name Booth
IFAS LLC 407TFC Consulting Inc 409Grant Thornton LLP 500RMA Associates LLC 501Castro amp Company LLC 503KPMG LLP 506AGA Community Service amp Silent Auction 507Kearney amp Company 600EY 601AGA 607J P Morgan 701FI Consulting 703CliftonLarsonAllen LLP 706MorganFranklin Consulting 707Becker Professional Education 709Management Concepts 800Qlik Tech Inc 801U S Army Financial Management Command 802The MIL Corporation 805Immersion Consulting 806Automation Anywhere 809
ACL Services LtdBOOTH 300wwwaclcom
ACL is a global software company with innovative solutions for public sector professionals to keep processes in check and provide higher levels of assurance through team-based analytic approaches ACLrsquos platform has helped over 250 government offices globally to bolster compliance manage risks and assure effective governance Learn more at our booth and wwwaclcom
AGABOOTH 607wwwagacgfmorg
AGA is the member organization for government financial management professionals We lead and encourage change that benefits our field and all citizens Our networking events professional certification publications and ongoing education help members build skills and advance their careers Learn about our thought-leadership library online tools CGFM designation and more
AGA PDT 2018 | ORLANDO 47
Exhibitor Appreciation AGA Corporate Partner
AGA Community Service amp Silent AuctionBOOTH 507
Buy tickets and bid for great prizes in our silent auction including gift certificates gift baskets sports memorabilia vacations and more Proceeds support AGArsquos National Community Service Fund the American Cancer Society the American Heart Association the Humane Society and Habitat for Humanity Winners posted daily present the winning ticket to claim your prize
AGA New Orleans ChapterBACK OF EXHIBIT HALLwwwagacgfmorgneworleans
Stop by our booth to learn more about New Orleans and plan your trip to PDT 2019 scheduled for July 21ndash24 2019 You might win a free PDT 2019 registration
American Society of Military Comptrollers BOOTH 106wwwasmconlineorg
ASMC is the non-profit educational and professional organization for persons military and civilian in the overall field of military comptrollership ASMC promotes the education and training of its members and supports the development and advancement of the military comptrollership profession The society provides professional programs to keep members abreast of current issues and encour-ages the exchange of information techniques and approaches
AOC SolutionsBOOTH 303wwwaocfederalsolutionscom
AOC Solutions Inc is a Service-Disabled Veteran-Owned Business providing financial management federal accounting audit readiness support and technology services AOC thought leaders are dedicated to helping agencies identify better ways to analyze accounting and financial data for cost reduction and increased efficiency
Audimation ServicesBOOTH 104wwwaudimationcom
Audimation Services Inc is the US distributor of CaseWare IDEAreg a powerful user-friendly data analytics software tool designed to help profes-sionals extend auditing capabilities detect fraud and meet documentation standards We specialize in helping organizations streamline audits simplify data acquisition and improve business processes
Automation Anywhere BOOTH 809
See write-up on page 42
Becker Professional EducationBOOTH 709wwwbeckercom
Do you need CPE for CGFMreg CPA or the new DoD FM Certification Come ask about our Government Family Offer Nearly half a million professionals have advanced their careers through our CPE programs including CPA Exam Review PMPreg Exam Review Cybersecurity Six Sigma and more And be sure to check out our new program for Certified Anti-Money Laundering Specialists (CAMS)
Bureau of the Fiscal ServiceBOOTH 101wwwfiscaltreasurygov
The Bureau of the Fiscal Service serves as a catalyst for transforming the way the federal government manages finances and delivers shared services Our passion is improving financial management and shared service delivery through efficient and effective operations and through guidance and assistance to others
48 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Castro amp Company LLCBOOTH 503www castroco com
Headquartered in Washington DC Castro amp Company is an audit advisory and accounting services CPA firm with a strong federal customer focus We are a Minority-Owned Small Business offering the personalized services of a small firm with the full resources and quality expected from a larger CPA firm
CGI FederalBOOTH 306
See write-up on page 38
CliftonLarsonAllen LLPBOOTH 706
See write-up on page 39
CohnReznick GovernmentBOOTH 302www cohnreznick com
CohnReznick Government provides audit accounting and financial management compliance risk and integrity monitoring program and project management and disaster response and recovery Our comprehensive project management approach provides clients with reliable processes and delivers accounting insights to help government organizations improve communication administer fiscal and operational strategies and meet compliance requirements
EYBOOTH 601
See write-up on page 39
FI ConsultingBOOTH 703www ficonsulting com
FI Consulting develops effective practical solutions to help federal agencies achieve their missions while operating efficiently managing risk and adapting to a changing policy environment We apply our core strengths in Data Analytics Modeling and Technology to gain program performance insight manage risk improve operations and better deliver mission
GEHABOOTH 403www geha com
GEHA provides medical and dental plans through the FEHB and FEDVIP programs for more than 18 million federal employees retirees and their families GEHA members receive year-round vision and hearing benefits plus other discounts For more information please stop by our booth or visit gehacom and gehadentalcom
Graduate SchoolBOOTH 108www graduateschool edu
Graduate School USA provides a wide range of learning opportunities in formats accessible to adult learners everywhere through training continuing education courses executive and leadership development and credit offerings For professionals in the government auditing and financial management community we offer a comprehensive curriculum taught by leading practitioners
Grant Thornton LLPBOOTH 500
See write-up on page 38
AGA PDT 2018 | ORLANDO 49
GrantSolutionsBOOTH 209www grantsolutions gov
GrantSolutions supports Federal agencies throughout the grants lifecycle mdash from pre-award planning through application award and closeout Our service finds solutions for shared mission needs across agencies while incorporating unique business and regulatory processes for grant programs GrantSolutions is an OMB-selected grants business leader providing end-to-end innovative grants management services dedicated to advancing the mission of Federal agencies
GuidehouseBOOTH 201
See write-up on page 40
IFAS LLCBOOTH 407www ifas-llc com
IFAS is an 8(a) Service-Disabled Veteran-Owned Small Business Woman-Owned Small Disadvan-taged Business providing Program Management Business and Finance Operations Integrated Logistics and IT Support Services to meet specific needs of our clients We provide geographically dispersed support available when and where you need us
Immersion ConsultingBOOTH 806www immersioninc com
Immersion Consulting a Service-Disabled Veteran-Owned Small Business headquartered in Annapolis Md provides business management and technology consulting to government nonprofit and commercial clients Founded in 2004 we specialize in program management financial management technology services and training Our mission provide clients with actionable business solutions that yield sustainable results
InforBOOTH 100www infor com
Infor Public Sector solutions streamline financial management across multiple systems With more than 25 years of public sector experience Infor helps you meet organization demands including budget and audit readiness performance management and financial control with flexible solution deployment options to help you operate more quickly and efficiently
Interior Business CenterBOOTH 402www doi govibc
The Interior Business Center one of several OMB-approved interagency shared-service providers offers acquisition financial manage-ment and HR under a fee-for-service full cost recovery business model By assisting multiple federal organizations IBC can leverage resources to share economies and efficiencies with external customers and our parent agency the US Department of the Interior
JP MorganBOOTH 701
See write-up on page 41
Kearney amp CompanyBOOTH 600
See write-up on page 40
Kforce Governnment Solutions IncBOOTH 202www kforcegov com
Kforce Government Solutions Inc (KGS) provides management and technology solutions to Federal Government and State and local agencies We deliver customized solutions across financial management organizational transformation and IT to solve our clientsrsquo most complex mission and business challenges KGS also offers the innovative TraumaFXreg line of medical training manikins
50 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
KPMG LLPBOOTH 506
See write-up on page 40
Lynch Consultants LLCBOOTH 401www lynchconsultants com
Lynch Consultants provides strategic financial and program advisory and assistance services to the federal government We partner with clients to deliver project management services financial and business support and strategic policy solutions for complex government programs Clients include numerous federal departments including DoD Navy Army VA HHS and HUD
Management ConceptsBOOTH 800www managementconcepts com
Management Concepts is a leading provider of professional development performance improve-ment and talent management solutions for the public sector Since 1973 we have collaborated with the federal government state and local offices non-profit organizations universities and corporations to enhance the performance of teams and organizations Follow us on Twitter Mgmt_Concepts
The MIL CorporationBOOTH 805www milcorp com
The MIL Corporation has grown steadily for 36 years and remains dedicated to excellence service and support across our four major service areas financial management and systems support information technology cyber security and systems and C4 engineering For more information please visit us at wwwmilcorpcom or on Facebook at httptinyurlcomFacebookMIL
mLINQS LLCBOOTH 203www mLINQS net
mLINQS a Service-Disabled Veteran-Owned Small Business founded in 2003 provides the govern-mentrsquos leading employee relocation management system and E-Gov travel (ETS2) consulting services Since 2004 mLINQS relocation system has automated relocations and tracked expenses for more than 30 agencies
MorganFranklin ConsultingBOOTH 707www morganfranklin com
MorganFranklin Consulting headquartered in McLean Va provides business consulting and technology solutions to public companies fast-growing private companies and US govern-ment agencies Third-party customer satisfaction surveys highlight the companyrsquos reputation for being hands-on flexible and skilled at bringing diverse groups together to complete projects on time and within budget
Qlik Tech IncBOOTH 801www qlik com
Qlikreg is the leading data analytics platform and the pioneer of user-driven business intelligence Its portfolio of cloud-based and on-premise solutions meets customersrsquo growing needs from reporting and self-service visual analysis to guided embedded and custom analytics regardless of where data is located
RMA Associates LLCBOOTH 501www rmafed com
RMA an SBA Certified 8(a) Small Business located in the Washington DC metropolitan area specializes in audit consulting and advisory
AGA PDT 2018 | ORLANDO 51
RSM US LLPBOOTH 207
See write-up on page 42
Savantage SolutionsBOOTH 308www savantage net
Savantage Solutions a CMMIreg Level 3 Rated and ISO 90012008 certified company is a leading provider of software development business consulting and program management support services One of only five vendors of financial management systems certified for federal use Savantage takes pride in its service excellence
Sehlke Consulting LLCBOOTH 200www sehlkeconsulting com
Founded in 2011 Sehlke Consulting is a Service-Disabled Veteran-Owned Small Business and Historically Underutilized Business Zone (HUBZone) firm based in Arlington Va We provide comprehensive leading solutions in Financial Management Acquisition Management Logistics and Supply Chain Management and National Security amp Defense Programs
TeraThink CorporationBOOTH 400www terathink com
TeraThink takes pride in the outstanding reputation we have earned over the past 15 years for delivering superior results to federal customers With expertise in agile development enterprise application technologies financial services and cloud solutions our delivery platform brings exceptional scale and value to support customersrsquo transformation business automation and mission-related goals Visit our booth and wwwTeraThinkcom for more information
TFC Consulting IncBOOTH 409www tfcci net
A licensed CPA firm Small Disadvantaged Business and ISO 9001_2015-certified enterprise TFC is the trusted partner of federal agencies facing complex financial management challenges Now celebrating 15 years of success and excellence in assisting clients TFC develops and implements comprehensive solutions to improve financial management environments and achieve operational efficiency
US Army Financial Management CommandBOOTH 802www facebook comUSAFMCOM
US Army Financial Management Command is responsible for the delivery of Army-wide Financial Management (FM) functions including Enterprise Resource Planning systems support audit and compliance support financial operations support and ERP business process standardization support and for providing operational oversight of Army field FM activities
Williams AdleyBOOTH 301
See write-up on page 43
Note The contents of this exhibitor list were compiled from information supplied by exhibitors While every effort has been made to ensure contents are correct AGA is unable to accept liability for errors or omissions or for any claims made by exhibitors
52 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AGA PDT 2018 | ORLANDO 53
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AIG Assistant Inspector GeneralAssoc AssociateAsst AssistantBus BusinessCEO Chief Executive OfficerCFO Chief Financial OfficerCIO Chief Information OfficerCo CountyComm CommitteeCOO Chief Operating OfficerCPAG Corporate Partner Advisory GroupDep DeputyDept DepartmentDev DevelopmentDir DirectorDiv DivisionEduc EducationERM Enterprise Risk ManagementExec ExecutiveFed FederalFM Financial ManagementGM General Manager Govt Government
Fields of Study See page 4 for list of Fields of Study
AOC Architect of the CapitolAOUSC Administrative Office of the
US CourtsCommerce US Department of CommerceDHHS US Department of Health
and Human ServicesDHS US Department of
Homeland SecurityDLA Defense Logistics AgencyDoD US Department of DefenseDoE US Department of EnergyDOI US Department of the InteriorDOJ US Department of JusticeDoS US Department of StateFASAB Federal Accounting Standards
Advisory BoardFiscal Service Bureau of the Fiscal ServiceFIT Office of Financial Innovation
and TransformationFMSB Financial Management Standards
BoardFTA Federal Transit Administration
HR Human ResourcesIG Inspector GeneralIT Information TechnologyMgmt ManagementMgr ManagerNatrsquol NationalOfc OfficePNP AGA Past National
PresidentPNT AGA Past National
TreasurerRPA Robotic Process
AutomationRVP Regional Vice PresidentSecrsquoy SecretarySME Subject Matter Expert Sr SeniorSvc ServiceSVP Senior Vice PresidentTech TechnicalUniv UniversityVP Vice President
GAO Government Accountability OfficeGASB Government Accounting Standards
BoardGSA US General Services
AdministrationHUD US Department of Housing
and Urban DevelopmentIRS Internal Revenue ServiceNASA National Aeronautics and Space
AdministrationNSF National Science FoundationOCFO Office of the Chief Financial OfficerOIG Office of Inspector GeneralOMB Office of Management and BudgetSBA Small Business AdministrationTreasury US Department of the TreasuryUSAID US Agency for International
DevelopmentUSDA US Department of AgricultureUSPTO US Patent and Trademark OfficeVA US Department of
Veteran Affairs
54 AGACGFM | PDT18
Glossary
MAIN CONVENTION CENTERSINGLE-LEVEL
REGISTRATION
CYBER LOUNGE
EX
HIB
IT H
ALL
PLENARY S
ESSIO
NS
AGA PDT 2018 | ORLANDO 55
Convention Center Floor Plans
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䘀漀爀 洀漀爀攀 椀渀昀漀爀洀愀琀椀漀渀 挀漀渀琀愀挀琀 吀䘀䌀
椀猀 琀栀攀 琀爀甀猀琀攀搀 瀀愀爀琀渀攀爀 昀漀爀 昀攀搀攀爀愀氀 愀最攀渀挀椀攀猀 琀栀愀琀愀爀攀 昀愀挀椀渀最 挀漀洀瀀氀攀砀 ǻ渀愀渀挀椀愀氀 洀愀渀愀最攀洀攀渀琀 挀栀愀氀氀攀渀最攀猀
吀䘀䌀 䌀漀渀猀甀氀琀椀渀最 䤀渀挀
뜀뜀
뜀뜀뜀뜀
䔀渀琀攀爀瀀爀椀猀攀 刀椀猀欀 䤀渀琀攀爀渀愀氀䌀漀渀琀爀漀氀猀 䄀搀瘀椀猀漀爀礀䤀洀瀀爀漀瀀攀爀 倀愀礀洀攀渀琀猀䴀攀愀猀甀爀攀洀攀渀琀 刀攀洀攀搀椀愀琀椀漀渀䘀椀渀愀渀挀椀愀氀 刀攀瀀漀爀琀椀渀最 䄀䄀挀挀漀甀渀琀椀渀最 伀瀀攀爀愀琀椀漀渀猀䘀椀渀愀渀挀椀愀氀 匀琀愀琀攀洀攀渀琀 䌀漀洀瀀氀椀愀渀挀攀 䄀甀搀椀琀䐀愀琀愀 䄀渀愀氀礀琀椀挀猀 伀瀀琀椀洀椀稀愀琀椀漀渀䤀吀 匀攀挀甀爀椀琀礀 刀攀瘀椀攀眀 䄀猀猀攀猀猀洀攀渀琀
伀甀爀 瘀愀氀甀攀ⴀ愀搀搀攀搀 猀攀爀瘀椀挀攀猀㨀
圀栀愀琀猀 礀漀甀爀 渀攀砀琀 洀漀瘀攀㼀
䴀愀渀礀 瀀愀琀栀猀Ⰰ 漀渀攀 挀漀爀爀攀挀琀 爀漀甀琀攀 䘀漀氀氀漀眀 吀䘀䌀 愀氀漀渀最 琀栀攀 爀漀甀琀攀 琀漀 猀甀挀挀攀猀猀 䘀椀爀猀琀 琀栀愀琀 挀漀爀爀攀挀琀氀礀
挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀
8 am ndash 6 pm
Registration Open
815 ndash 11 am
National Board of Directors (NBD) MeetingCANARY 3-4
AGA national officers will report to the NBD on the 2017ndash2018 program year results and discuss plans for the 2018ndash2019 program year All members are welcome
1030 am ndash 1 pm
Intergovernmental Partnership Steering Committee Meeting (invitation only)NEW ORLEANS
1110 am ndash noon
Bonus Session Dorsquos amp Donrsquots of Social NetworkingCRYSTAL H | FOS COMS
Wersquove come a long way from the time of MySpace mdash the social network landscape is constantly changing Learn which social networks deserve your attention and how to use them to enhance your professional brand and voice
M Lyndsay McKeown Marketing amp Graphics Manager AGA
1130 am ndash 1 pm
AGA Past National President LuncheonNEW YORK
1130 am ndash 230 pm
AGA Past National Treasurer LuncheonWASHINGTON
1245 ndash 4 pm
EXEC1 Executive Session Building the CFO Organization of the Future (invitation only)GRAND 9-11 | FOS HR
Innovation is in the driverrsquos seat and data analytics and robotics are the engine Do federal CFOs have the team they need Wersquoll focus on this challenge in a creative and innovative way by looking at three major levers for success Determining the skills needed in this ldquonew normalrdquo attracting the right talent and retaining and developing your current staff who have demonstrated their commitment to your agency
M Michael Herrinton Partner EY
1 ndash 215 pm
S100 Conduct and Ethics Guidance in a Gray WorldCRYSTAL H | FOS MGMT
Every accountant and auditor knows that at any point an ethical challenge can present itself Learn how to manage situations that can lead to your honor being compromised mdash such as clients facing jail time managing large amounts of money and innocent-seeming requests
M Charles Hester InstructorConsultant AGA RVPndashWest Coast Region
10 AGACGFM | PDT18
Agenda mdash Sunday ModeratorM
Check PDT app for speakers
S101 Governmental Accounting in Academia mdash Where Have You GoneCRYSTAL A-B | FOS HR
In recent years the number of governmental accounting courses offered at colleges and universities has decreased This session will explore how this trend affects the field and how to find and train future government accountants
M Barbara Bail Staff Accountant DLA
S102 Successful Improper Payment Programs Connecting Technology and ERMCRYSTAL C-F | FOS MGMT
Learn how improper payment programs can be effective by incorporating the ERM profile of each payment site location and identified strong control objectives of the business processes
M Mike Wetklow Dep CFO and Div Dir NSF
S103 Powering Excellence and Accountability with RPACRYSTAL M-Q | FOS IT
Do you have the important time-sensitive information needed to be captured from diverse sources then converted to a standard format and transmitted on an hourly basis 247 Automating manual tasks increases productivity and reduces human error resulting in improved processing time and a strong ROI for your agency Transform financial management and help other agencies employ digital workers
M Thomas Spann Head of Fed Sales amp GM Automation Anywhere
230 ndash 345 pm
S104 Managing ChangeCRYSTAL A-B | FOS HR
Managing change is critical for maintaining your workforce and ensuring a pleasant and positive work environment for your organization and clients This session will explore how to use change mdash like changing budgets requirements and new regulations mdash to make a more stable workforce and environment
M Melinda Miguel Dep IG AOC
S105 Blockchain Itrsquos Not Just BitcoinCRYSTAL M-Q | FOS IT
With the rising popularity of Bitcoin do you know what to expect This session will explore critical details of Bitcoin such as distributed ledger technology and Blockchain This session will also explore the reasons behind this trend and if it is the next dot-com bubble
M George Fallon Mgr RMA Associates LLC
S106 Can Grant Managers Meet the New Compliance RequirementsCRYSTAL K-L | FOS MGMT
Grants managers must work to ensure grantees are prepared to effectively and compliantly accomplish grant goals and ensure granteesrsquo systems are compliant with complex data standards and new requirements This session will feature grants program managers as they discuss how they assess and address their various program risks
M Roger Von Elm Principal CliftonLarsonAllen LLP
AGA PDT 2018 | ORLANDO 11
Sunday mdash AgendaGlossary on page 54Check PDT app for speakers
S107 The New Tax Reform is HereCRYSTAL C-F | FOS TAX
The new tax reform brings many new changes to both businesses and individuals This session will explore how tax reform will affect governments your workplace and your taxes
M John Roland Jr VP MIL Corporation
S108 Getting Through the Report Writing and Review Process Without Losing Your SanityCRYSTAL H | FOS AUD
Yoursquove completed the audit and found resultshellip if you could just get it out the door Join us in discussing how auditors communications analysts and senior managers can work together to maximize a reportrsquos readability and effectiveness mdash while remaining collegial
M Mark Bell AIG Audits NSF
4 ndash 450 pm
S109 Managementrsquos Discussion and Analysis Bridging the lsquoGAAPrsquoCRYSTAL C-F | FOS ACC
Managementrsquos discussion and analysis is a key component of financial reporting It tells the reporting entityrsquos story regarding operations service levels successes challenges and future expectations This session will discuss the challenges in concisely achieving GAAP requirements with todayrsquos abundance of data
M Wendy Morton-Huddleston Principal Grant Thornton LLP
S110 Effective Audit and Audit Resolution PracticesCRYSTAL M-Q | FOS AUD
This session will examine both the roles of the auditor and auditee using the Cooperative Audit Resolution and Oversight Initiative (CAROI) The session will highlight resolving audit findings successfully using the viewpoints and evidence from both aspects It will also emphasize the engagement of the proper stakeholders and responsible parties
M Dave LeBlanc SVP-at-Large AGA
S111 Hot Off the Press The New and Improved Yellow BookCRYSTAL H | FOS AUDG
The 2017 Yellow Book represents a modernized version of the standards and helps auditors hold the organizations they audit accountable Panelists will explore the new requirements included in the book such as those related to auditor ethics independence and professional judgment and competence
M Berri Davis Dir GAO
S112 IgniteCANARY 1-2 | FOS PD
During this fast-paced fun and entertaining session each presenter has 20 slides mdash which auto-advance every 15 seconds mdash to tell their personal story This might be bold and possibly brash but it wonrsquot be boring
M Susan Fritzlen COO AGA
5 ndash 7 pm
Welcome Event with ExhibitorsROYALSABALSAGO
12 AGACGFM | PDT18
Agenda mdash Sunday ModeratorM
Check PDT app for speakers
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
AGA PDT 2018 | ORLANDO 13
Sunday mdash AgendaGlossary on page 54Check PDT app for speakers
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
PiYotrade LIVE mdash sweat and burn calories with fusion-style movements inspired by yoga and Pilates This class incorporates dynamic balance strength flexibility and functional training with upbeat music All levels welcome and no equipment is needed Prizes will be given daily plus a grand prize
630 am ndash 4 pm
Registration Open
7 ndash 8 am
Continental Breakfast with ExhibitorsROYALSABALSAGO
8 ndash 830 am
Opening CeremonyCYPRESS BALLROOM
830 ndash 945 am
M100 Plenary Session Monday MorningCYPRESS BALLROOM | FOS ACCG
Hear GAOrsquos comptroller general discuss changes from last yearrsquos US government financial position progress on key GAO initiatives and what GAO and auditors might look forward to in the future
Gene Dodaro Comptroller General GAO
M Ann Ebberts CEO AGA
945 ndash 1030 am
Coffee Break with ExhibitorsROYALSABALSAGO
1030 ndash 1145 am
M101 Wersquove Got the Data Now WhatGRAND 12-14 | FOS ACC
With the DATA Act data is becoming more consistent and reliable Agencies have a plethora of interesting federal obligation and spending data at its fingertips While some agencies see it only as an exercise in compliance others are starting to realize there is a lot of potential with this data Join this session to explore these points hellip and more
M Dave Mader Chief Strategy Officer Deloitte Consulting
14 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
M103 Natural Disasters and Accountability Related to Government FundingCRYSTAL C-F | FOS AUDG
Congress has allocated tens of billions of dollars in disaster-related aid to help communities recover from the devastating hurricanes and wildfires of 2017 States and local governments are also supporting this recovery During this session hear what agencies are doing to ensure government accountability for such aid
M Berri Davis Dir GAO
M104 Building the Future Workforce for StateLocal GovernmentsCRYSTAL H | FOS BMO
How are state and local government leaders recruiting and attracting the next generation of accountants Join the roundtable to see how different offices are fighting back against the ldquosilver tsunamirdquo
M Lealan Miller AGA FMSB Chair
M105 Driving Competitive Advantage with TBMCRYSTAL K-L | FOS BMO
Like any new method process or automation tool Technology Business Management (TBM) will impact federal agencies their technology management and business teams Join this session to learn more about how TBM is creating standards and business views that are meaningful to CIOs and CFOs
M Kevin Greer VP CGI Federal
M106 Accelerating Shared Services for Finance and Accounting OperationsGRAND 9-11 | FOS BMO
For nearly 20 years the federal government has been considering the use of shared services Progress has been slow especially in the area of consolidating duplication and overlap in areas such as finance and accounting This panel examines approaches to accelerate shared services in operations
M Rowan Miranda CFO Advisory Practice Leader Accenture Federal Services
M107 Advanced Process Automation Increasing Productivity with RoboticsCANARY 3-4 | FOS IT
The Fiscal Service and other federal agencies are testing robotic process automation to minimize repeatable manual operations in core financial management processes Learn about future trends in the financial industry along with potential applications that will transform the financial management community Senior leaders across agencies will share trends and discuss the priorities ahead This session will be of interest to the federal state and private sectors
M Craig Fischer Program Mgr Fiscal Service
AGA PDT 2018 | ORLANDO 15
Monday mdash AgendaGlossary on page 54Check PDT app for speakers
M108 OCFO of the Future mdash What Does It Look LikeCRYSTAL M-Q | FOS MGMT
What does the OCFO look like in the age of robotics Blockchain data analytics and cloud computing Attend this session to hear from an expert panel to learn what CFOs are doing to integrate new technology into their organizations and their roles
M Joe Kull Dir Guidehouse
M109 Taking Care of CustomersCRYTAL A-B | FOS PD
Customers are people too hellip and the reason you exist But when has anyone ever trained you to deal with them Take a moment to learn some elements of what it means to take care of customers with more stories and more energy thatrsquoll give you something to think about
M Mary Peterman Dep Chief Finance and Procurement AOUSC
1145 am ndash 1 pm
Luncheon and Awards CeremonyCYPRESS BALLROOM
1 ndash 150 pm
M110 Plenary Session Curing Adultitis mdash Your Prescription for Less Stress and More SuccessCYPRESS BALLROOM | FOS PD
Adultitis is an epidemic that is coming hard after us every day It infiltrates even the best environments producing stress and burnout Learn practical tips for reclaiming your passion bringing more fun and less stress to the job at hand
Jason Kotecki Artist Author Founder of Escape Adulthood
M Mark Easton Dep CFO ndash Comptroller DoD
205 ndash 320 pm
M111 Itrsquos a Disaster Before During and AfterCRYSTAL A-B | FOS ACC
Is your agency equipped for a disaster Hear from federal state and local officials about the challenges and best practices when preparing for responding to and accounting for disasters
M Mary Peterman Dep Chief Finance and Procurement AOUSC
M112 Governance Over Financial Statements IT Control RiskGRAND 9-11 | FOS ACCG
Join a panel of experts as they discuss key resources in the federal space In particular the experts will take a closer look at a management assessment framework for IT general controls in support of the annual assurance process and conclusions
M Scoey Alexander Sr Mgr Kearney amp Company
CGFMs donrsquot forget to wear red or apparel with the CGFM logo
on Tuesday to celebrate CGFM Day
16 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
M113 Lessons Learned from Real-life FraudsCRYSTAL C-F | FOS AUDG
This session will feature presentations of frauds committed by state and local governments Panelists will also discuss how the perpetrators circumvented controls or took advantage of the absence of controls
M Maribeth McCarthy Dir Bus Dev Mastercard
M114 Conducting Audits in Challenging EnvironmentsCRYSTAL K-L | FOS AUDG
Conducting audits in unique environments presents challenges Whether itrsquos in a remote village on the other side of the world in the middle of a disaster or at an unexpected location here at home mdash this session highlights some of these challenges and discusses strategies for overcoming them
M Sal Ercolano Sr Advisor Williams Adley
Follow us guidehouse_us linkedincomcompanyguidehouse-us
Introducing Guidehouse formerly PwC Public Sector oering the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected We invite you to learn more at guidehousecom
copy 2018 Guidehouse
Hi wersquore (not so) new here
AGA PDT 2018 | ORLANDO 17
Monday mdash AgendaGlossary on page 54Check PDT app for speakers
M115 DATA Act Opportunities to Become More Data-DrivenGRAND 12-14 | FOS FIN
Hear about steps Treasury and other federal agencies have taken to improve the quality of the data published on USAspendinggov and explore opportunities for federal state and local governments to use the data to improve performance and outcomes
M Aileen Burgman Sr Policy Analyst Treasury
M116 ldquoKnock Knock rdquo ldquoWhorsquos ThererdquoCRYSTAL H | FOS IT
New innovations in cognitive technology and authentication give government officials a better understanding of who is ldquoknockingrdquo at the door Through cognitive technology digital identity will not only allow government to more effectively and efficiently police access but it will enable citizens to safely electronically engage with government This session will explore digital identity and the new role it can serve as it moves from policing to enabling access
M Tony Hubbard Principal KPMG
M117 Governmentrsquos Blockchain Journey mdash Lessons LearnedCANARY 1-2 | FOS IT
Blockchain has potential to bring security efficiency and speed to a range of services and processes How should agencies look to incorporate Blockchain into the way they function today Panelists will share successes pain points and lessons learned from standing up solutions from Blockchain technology
M Christina Canavan Dir Deloitte
M118 CFO and CIOs 2018 Models for Synergy and SuccessCANARY 3-4 | FOS MGMT
CFO and CIO experts discuss the intersection of policies and management issues that impact them The session will also discuss how these leaders can work together to improve efficiency and transparency reduce risk and strengthen the workforce offering models for success
M Daniel Meers Natrsquol Leader Transformation RSM LLP
M119 The Art of Tinkering Tiny Ways to Transform EverythingCRYSTAL M-Q | FOS PD
Drive innovation achieve new levels of happiness and uncover hidden opportunities by learning the art of tinkering In times of uncertainty and change the small things really do make the biggest difference
M Lisa Casias Dep Asst Secrsquoy for Administration Commerce
320 ndash 4 pm
Coffee Break with ExhibitorsROYALSABALSAGO
More than one concurrent session you want to attend
Donrsquot forget recorded sessions will be archived and available for one year
18 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
4 ndash 515 pm
M120 Audit Tips for Federal Disaster Response EffortsCANARY 3-4 | FOS AUDG
Hear about lessons learned and advice for auditing federal disasters The panel will discuss prior audit findings recom-mendations and tips from previous audits Attendees will also learn insights from Emergency Management Oversight Teams
M Steve Rickrode Dep Asst IG for Audit USDAndashOIG
M121 Financial Audits or Performance AuditsCANARY 1-2 | FOS AUDG
Financial audits have been the backbone of audit shops in state and local government Recently though some of these organi-zations have redirected their efforts into performance audits to give legislators more information on how agencies are meeting their missions This session will explore the differences and similarities between these two audit models and which one could best serve your organization
M Gerry Boaz Tech Mgr TN Div of State Audit
M122 March of the Robots mdash Join the ParadeCRYSTAL H | FOS IT
Software robots or ldquobotsrdquo operate like humans and our understanding of them continue to rapidly evolve During this session the panel will explore experiences of three organizations now implementing intelligent automation solutions
M Kirke Everson Managing Dir KPMG
M123 Moving Federal Financials to the Cloud Two Case StudiesROOM CRYSTAL K-L | FOS IT
Remaining status quo when it comes to financial management systems can cost your agency time and money Join this session to hear from agencies who have eliminated barriers towards growth and moved their agencyrsquos financial management systems to a secure compliant agile and forward-thinking model
M John Nemoto VP Hybrid IT CGI Federal
M124 Swamped and Overwhelmed How to Cope with Data Overload CRYSTAL A-B | FOS MGMT
Agencies have amassed large volumes of data about business operations services and customers Few agencies though have fully tapped this resource to measure and improve performance This panel describes how data can better support federal agency performance management efforts
M Kris Naleszkiewicz Sr MgrndashFinance Analytics Lead Accenture Federal Services
M125 Leadership Gold NuggetsCRYSTAL M-Q | FOS PD
Participants will learn ldquogold nuggetsrdquo of leadership wisdom accumulated during decades of studying practicing and teaching leadership This session will include a panel discussion of these leadership fundamentals and their application in a variety of professional accountability careers
M Paul Barrett Professor Longwood Univ
AGA PDT 2018 | ORLANDO 19
Monday mdash AgendaGlossary on page 54Check PDT app for speakers
M126 What Caused My Risk GRAND 12-14 | FOS STAT
Root cause analysis is often a forgotten element of resolving issues because the focus tends to be more on correcting the issue than evaluating the cause This session will feature this proactive approach to problem resolution to help prevent issues from happening in the future
M Kenneth Donohue Former HUD IG
M127 Ethics in the WorkplaceCRYSTAL C-F | FOS BETH
This session will cover the components of ethical behavior as well as the need to maintain an ethical environment in the workplace Participants will learn tips and techniques to create and maintain an environment that is ethical and conducive to the mission of the organization
M Marsi Woody Financial Exec Officer Idaho State Police
M128 Citizen-Centric Reporting mdash Turning Data Into InformationGRAND 9-11 | FOS ACCG
Hear how AGArsquos Citizen-Centric Reporting (CCR) can be used as an electronic portal to an agency See examples of how agencies have taken enormous amounts of data found on government websites and turned it into pages of focused and easy to read information for the consumer and citizen
M John Lynskey Controller NSF
515 ndash 630 pm
Monday Event with ExhibitorsROYALSABALSAGO
20 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
Health and Dental benefits designed exclusively for federal employees retirees and their families
We stand by you
gehahealth
gehacom
8008216136
OR-ADS-0318-004
Health and Dental benefits designed exclusively for federal employees retirees and their families
We stand by you
gehahealth
gehacom
8008216136
OR-ADS-0318-004
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
See description on page 14
630 am ndash 4 pm
Registration Open
7 ndash 8 am
Continental Breakfast with ExhibitorsROYALSABALSAGO
8 ndash 915 am
T100 Plenary Session Leading from Any SeatCYPRESS BALLROOM | FOS PD
With real-world stories and insights from in and out of the cockpit Shannon Huffman Polson offers tangible leadership lessons for you to seek out your own targets and incorporate them into your own profession By examining leadership and situational challenges Shannon empowers others to lead and thrive in any dynamic environment
Shannon Huffman Polson Former US Army Captain and Pilot
M Doug Glenn AGA Immediate PNP
930 ndash 1020 am
T101 A Future Financial Reporting ModelCRYSTAL M-Q | FOS ACCG
Data and tools exist to provide consumable financial data to internal and external users by providing multiple ways of finding answers What if the data and tools were integrated into a digital model Join this session to learn how digitized data can reinvigorate the way we communicate and interact with financial information
M Tasha Austin Sr Mgr Deloitte
T102 Emerging Issues in State Government AccountabilityCRYSTAL C-F | FOS FIN
States often face many demands on their operation mdash coming from both a local and federal level This session will explore how two states are dealing with these pressures and what the future balancing act of demands looks like for them
M Melinda Miguel Dep IG AOC
T103 Leveraging Data Analytics Transforming Data Into Better DecisionsCRYSTAL H | FOS AUD
As data analytics become more commonplace in government agencies can leverage analytics tools to make better decisions and improve the effectiveness and efficiency of their programs This session will explore how analytics can be used to enhance decision-making
M Shivendra Verma Principal Grant Thornton LLP
PDT18 Follow us
AGACGFM
22 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T104 Implementing the Revised OMB Circular A-123 Appendix ACANARY 1-2 | FOS AUDG
This session will focus on the newly released revision to OMB Circular A-123 Appendix A Hear about the renewed focus on data quality planning as well as flexibilities provided around agency control activities
M David Zavada Sr Partner Kearney amp Company
T105 What Are Subrecipients Doing with Your MoneyGRAND 9-11 | FOS BMO
During this session attendees will hear what a subrecipient monitoring program should include
M Nasr Fahmy Asst Dir for Financial Assistance Oversight DHSOCFOFinancial Assistance Policy and Oversight
T106 Letrsquos Get Uncomfortable and Talk About Sexual HarassmentCANARY 3-4 | FOS HR
Victims of sexual harassment are speaking up and the alleged harassers are being exposed Join this important and timely session to learn what you can do to prevent sexual harassment in your workplace and create a safer work environment
M Karen Wilson Principal Public Sector Practice Guidehouse
T107 Hey Bot mdash What Can You Do for MeCRYSTAL K-L | FOS IT
Robotic Process Automation (RPA) has found its way into the government This session will discuss how federal agencies are currently using RPA and the potential for leveraging cognitive automation and artificial intelligence as the next steps in the intelligent automation process
M Adam Goldberg Exec Architect Fiscal Service
T108 Next Generation ERP Systems for Federal AgenciesGRAND 12-14 | FOS MGMT
This panel will examine ldquowhatrsquos nextrdquo for ERP systems at a time when many federal agencies need to modernize their financial systems This session will debate on-premise vs cloud single vendor vs best of breed agency owned and maintained vs shared services and outsourced support
M James Harris Finance and Enterprise Performance ndash Sr Mgr Accenture Federal Services
T109 Managing Large Complex Federally Funded Grants and ContractsCRYSTAL A-B | FOS SK
Increased scrutiny of large complex grants and contracts require agencies better assess their project risks develop mitigation strategies and monitor outcomes This session covers approaches to manage civilian and military construction projects measure earned-value and improve outcomes
M Bert Nuehring Partner Crowe LLP
AGA PDT 2018 | ORLANDO 23
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
930 ndash 11 am
Professional Ethics Board MeetingWASHINGTON
1020 ndash 11 am
Coffee Break with ExhibitorsROYALSABALSAGO
11 ndash 1150 am
T110 Innovations in Public PerformanceCRYSTAL K-L | FOS ACCG
Not surprisingly citizens want to know what they are getting for their tax dollars Panelists will discuss the performance measures and innovative techniques for engaging citizens developed by governments to help inform taxpayers
M Shivendra Verma Principal Grant Thornton LLP
T111 Setting the Foundation for TransparencyCRYSTAL A-B | FOS ACCG
This is a discussion of lessons learned from the first year of the DATA Act and next steps to improving transparency This session will discuss one agencyrsquos approach to successfully implementing the Act and next steps to improving its results
M Robert Shope Partner EY
T112 Federal Financial Audit Approach AlternativesGRAND 12-14 | FOS AUD
This session will share ideas identified by a federal CFO council workgroup to improve the nexus of costs benefits risks and burdens of the Agency Financial Report audit process
M Scott Bell Sr Staff Accountant Treasury
T113 How to Integrate Non-financial and Financial ReportingCRYSTAL M-Q | FOS AUDG
Explore how agencies leverage internal control over financial reporting organization structure knowledge and tools to address non-financial internal control requirements
M Jon Rymer Dir Lynch Consultants LLC
T114 Go Green From Overhead to Higher Training BudgetsCANARY 1-2 | FOS FIN
This session will discuss ways a department agency or business can decrease costs and allocate more resources towards employee training and professional development
M Chidilim Okonkno Systems Accountant NASA
T115 Where Did My Data Go and Why Should I CareCRYSTAL C-F | FOS IT
How have breaches and data disclosure incidents affected organizations from an economic and reputational perspective This session will discuss the impact of ransomware and other malicious attacks that restrict access to modify or delete your data
M Sarah Mirzakhani IT Principal CliftonLarsonAllen LLP
24 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T116 Application of Emotional IntelligenceCRYSTAL H | FOS PD
Everyone has dealt with ldquodifficultrdquo co-workers and individuals This session will explore how to handle different types of personalities by growing your own emotional intelligence
M Megan Gaillard Dir of Audit Palm Beach Co ndash OIG
T117 CFO SurveyGRAND 9-11 | FOS ACCG
This yearrsquos AGA CFO survey focuses on the tools and processes needed to help agencies address current budgetary challenges and mandates Join this session to hear the results of the online and in-person survey and discuss the findings with a panel of current and former CFOs
M Jim Taylor Managing Dir Grant Thornton LLP
copy 2018 Becker Professional Education Corporation All rights reserved
The knowledge you need to help prepare you for the next level of success
Becker Continuing Professional Education
Whether yoursquore a CPA CGFM CDFM DoD FMCIA CFE CMA or need GAGAS Becker offers Continuing Professional Education (CPE) tohelp meet your needs
With Becker CPE your accounting audit and fi nance professionals receive the timelyand relevant knowledge needed to help themstay ahead
Take advantage of our Subscription Program for unlimited use of Beckerrsquos CPE
+ Special rate forGovernment Agencies
+ Live Webcast and OnDemand formats(24x7 access)
+ Includes streaming videoand video courses
For more details on this program please visit agacgfmorgonlineCPE or contact John Gioeli at jgioelibeckercom
AGA PDT 2018 | ORLANDO 25
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T118 Letrsquos Get Uncomfortable and Talk About Sexual Harassment (repeat session)CANARY 3-4 | FOS HR
See description on page 23
M Karen Wilson Principal Public Sector Practice Guidehouse
1150 am ndash 1250 pm
Luncheon and Awards CeremonyCYPRESS BALLROOM See page 41
105 ndash 220 pm
T119 Certified Government Financial Manager (CGFM)CRYSTAL A-B | FOS PD
Discover the value of the CGFM designation Participants will hear from colleagues on why they pursued this certification and how it has helped advance their careers and distinguish them from others in their field You will also learn tips for preparing for the three CGFM exams
M Katya Silver Dir of Professional Certification AGA
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
T120 Leadership Ethics and Decision Making in Early AuditsCRYSTAL K-L | FOS BETH
Everyone is faced with various levels of ethical dilemmas at work and leadership can often create a culture that promotes unethical behavior without realizing the consequences Join this session to explore how ethics are integral to the behavior of employees and the impact of the behavior on early audits
M Robert Hart Sr Mgr EY
T121 Disrupting Improper PaymentsCRYSTAL H | FOS IT
Preventing improper payments is a government-wide challenge Join this session to learn how to make significant improvements and leverage disruptive technology to promote data sharing recipient authentication and encourage stakeholder collaboration Panelists will share best practices and explore ways to address root causes
M Steven Bernstein Exec Dir Electronic Payments Product Exec JP Morgan Treasury Svcs
T122 Fraud in Federal Assistance ProgramsCRYSTAL C-F | FOS AUDG
This session will give attendees an in-depth look at how fraud in federal programs was handled by state agencies federal grantors and state prosecutors This topic will explore case studies on the Summer Food Service Program and the Child and Adult Care Food Program
M Jeff Hart AGA PNP
Like us on
26 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T123 AGArsquos Grant Survey Improving Grantee ComplianceGRAND 12-14 | FOS MGMT
Recognizing challenges with grantee compliance AGA conducted a nationwide survey of federal grant recipients on implementation issues related to the Uniform Guidance (2 CFR 200) This session will focus on strategies and activities to address the most troubling areas identified by respondents
M James McKay Principal SME Grants Management Line of Business KGS
T124 Agency Risk Profile Lessons Learned and ValueCANARY 1-2 | FOS MGMT
This session will focus on agenciesrsquo experience from their A-123 Risk Profile definition process This session will include discussion of lessons learned outcomes achieved and value created
M Daniella Datskovska Dir ERM and Internal Control TFC Consulting Inc
Helping you succeed is ours Learn more at KPMGcomusfederal
Anticipate tomorrow Deliver today
copy 2017 KPMG LLP a Delaware limited liability partnership and the US member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (ldquoKPMG Internationalrdquo) a Swiss entity Some of the services or offerings provided by KPMG LLP are not permissible for its audit clients or affiliates NDPPS 677263
Your business is serving the public
AGA PDT 2018 | ORLANDO 27
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T125 Conflict in the Workplace Surviving and ResolvingCRYSTAL M-Q | FOS PD
Explore the types and causes of conflict in the workplace Participants will learn how to handle and manage conflict in the workplace Experts will share techniques for dealing with co-workers supervisors and staff in various situations involving both positive and negative conflicts
M Peggy Javery Acting Assoc CFO USDA
T126 FASAB Update Leases and More to ComeCANARY 3-4 | FOS ACCG
Hear from FASAB staff about recently-issued standards open proposals and proposals under development FASAB staff will discuss implementation of the new standards Additionally insights regarding new developments will be shared along with tips to help you prepare
M Wendy Payne Exec Dir FASAB
105 ndash 325 pm
EXEC2 AGA Digital Executive Session (invitation only)GRAND 9-11 | FOS IT
Learn about emerging technologies that may soon change the way you support your organizationrsquos mission Understand priorities challenges issues and opportunities from government leaders Engage in a highly interactive and engaging discussion on the latest strategies for digital transformation and exchange ideas and solutions with colleagues that you can bring back to your organization
M Kevin Greer VP CGI Federal
235 ndash 325 pm
T127 Medicaid The Elephant in the RoomCANARY 3-4 | FOS ACCG
Medicaid is a critical service in the lives of millions of Americans It is also a major expense for both federal and state entities This session will explore the ways that federal managers and state auditors are collaborating to make sure that these allocated dollars are spent wisely
M Kinney Poynter Exec Dir NASACT
T128 Path to Auditability Implementing New FASAB StandardsCANARY 1-2 | FOS ACCG
This session will provide an understanding of SFFAS 48 Opening Balances for Inventory Operating Materials and Supplies Stockpile and SFFAS 50 Establishing Open Balances for General Property Plant and Equipment and discuss tips for successful implementation Additionally participants will hear about implementing the standards mdash including the pitfalls and best practices for success
M Eveka Rodriguez Partner Grant Thornton LLP
T129 Data Analytics for FraudCRYSTAL A-B | FOS AUDG
Proactive data monitoring and use of data analytics can prevent your entity from being subject to a public fraud This session will show attendees how proactive data analysis techniques and tools can save money prevent bad publicity and detect fraud faster with fewer resources
M Sarah Hays Programming Dir Data Coalition
28 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T130 Planning for Federal Funding DecreasesCRYSTAL C-F | FOS FIN
State and local governments federal funding sources are always in flux This session will feature a panel of state and local government leaders discussing what plans they have in place in the event of a reduction of federal funds
M Lealan Miller AGA FMSB Chair
T131 My Data Was Just BreachedCRYSTAL K-L | FOS IT
Access to data is key to effective analytics However with recent data breaches security standards around data transfer and storage have tightened This session discusses steps to follow to ensure secure handling of data in analytics programs
M Phil Magrogan COO Immersion Consulting
MAKES A DIFFERENCE
Find the six dierences in the two photos Present at booth 202 for your prize
2677 Prosperity Avenue Suite 100 Fairfax Virginia 22031 wwwkforcegovcom Kforce_govKGS
RISKMANAGEMENT
COMPLIANCE ampAUDIT SERVICES
GRANTSMANAGEMENT
FINANCIALIMPROVEMENT
FINANCIALTECHNOLOGY
AGA PDT 2018 | ORLANDO 29
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T132 Communicating Effectively Skills and TechniquesCRYSTAL M-Q | FOS COMS
Improve your communication skills with colleagues customers supervisors and staff mdash and learn how to adjust styles based on with whom you communicate verbally vocally and visually This interactive session will address the needs concerns and frustrations of communicating effectively in todayrsquos workplace
M Dave LeBlanc SVP-at-Large AGA
T133 The Presidentrsquos Management Agenda and the Uniform GuidanceCRYSTAL C-F | FOS MGMT
The Presidentrsquos Management Agenda (PMA) was released in March 2018 This session will discuss the PMA Cross Agency Priority (CAP) Goal 8 Results-Oriented Accountability for Grants This session will also discuss the connectivity between OMBrsquos Uniform Guidance the PMA and the future vision for the world of grants
M Charles Hester InstructorConsultant AGA RVPndashWest Coast Region
325 ndash 405 pm
Coffee Break with ExhibitorsROYALSABALSAGO
330 ndash 545 pm
Young Professionals RoundtableMIAMI | FOS PD
Hear what accomplished leaders deem essential success factors for young professionals in todayrsquos ever-changing and challenging government financial management environment Interactive QampA will focus on leadership networking communication mentorship advancement and change management Speed networking session immediately follows for participants
405 ndash 455 pm
T134 Uniform Guidance Year Three mdash What You Still Donrsquot KnowCANARY 1-2 | FOS AUDG
The Uniform Guidance has been in effect for more than three years yet there are still several aspects to implement This presentation will explore those topics as well as best practices identified over the past three years
M Lealan Miller AGA FMSB Chair
T135 Protect Taxpayer DollarsGRAND 12-14 | FOS AUDG
Government vendors have larger and more contractual requirements which can lead to greater need for vendor audits Join this session to explore how vendors are audited to make sure they provide the government with the full set of contracted services and ultimately protect taxpayer dollars
M Kim Farington CFO FirstNetHave session ideas
for PDT 2019Join the PDT technical
committee email meetingsagacgfmorg
30 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
ARE YOU READY
cohnreznickcomindustriespublic-sector
CohnReznick helps forward-thinking public sector organizations address stringent regulatory requirements strengthen risk managementand achieve their business goals
Visit Us at Booth 302
T136 Improving Federal Government Employee MoraleCRYSTAL M-Q | FOS HR
What resources are available in the federal government structure to keep employees engaged and satisfied Are there things that the finance community can and should be doing to support employee morale in their agencies This session will explore how government offices can make changes that can result in higher productivity and employee engagement
M Anthony Scardino Dep Under Secrsquoy and Dep Dir USPTO
T137 Process Robotics Building Finance Bots LIVECRYSTAL A-B | FOS IT
Hear from digital labor experts about how operations improvements with robotics and cognitive solutions can drive greater efficiency cost management and employee morale This session will also feature a live demo of digital labor currently in action at a federal agency
M Chris Huff US Public Sector RPA Lead Deloitte Consulting LLP
AGA PDT 2018 | ORLANDO 31
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T138 Be Our Guest Magical Service for Finance CustomersCRYSTAL C-F | FOS MGMT
Disney has legendary customer service Hear about the practices taught by the Disney Institute and learn how you can deliver world-class financial accounting and audit services in your own organization
M Reed Waller Asst Dir Financial Management Initiatives Group DOJ
T139 Next Generation Leaders New Skills and New NeedsCRYSTAL H | FOS PD
Much has been discussed about millennials in the workplace but what are the keys to building the younger generation into effective leaders This session will explore how their immersion in technology gives them strengths and challenges when taking on new responsibilities as leaders in the federal workplace
M Doreen Shute Managing Principal CliftonLarsonAllen LLP
T140 Program Evaluation mdash Letrsquos Tell the TruthCRYSTAL K-L | FOS MGMT
This session will discuss the benefits of conducting program evaluations to determine program effectiveness support data analyses and make informed budget decisions Hear from federal state and local representatives who have conducted program evaluations and learn how the results were used
M Robert Tuccillo CFO Federal Transit Administration
T141 Look No Further Intergovernmental Job Aids to the RescueGRAND 9-11 | FOS ACCG
Learn about available tools guides and job aids for all levels of government developed by AGArsquos Intergovernmental Partnership (IP) program During this session government leaders will showcase tools and other resources available on AGArsquos website (wwwagacgfmorgtools-resources)
M Clark Partridge State Controller AZ
405 ndash 530 pm
Corporate Partner Advisory Group (CPAG) MeetingNEW ORLEANS
CPAG representatives and those from organizations interested in joining the program are invited to participate in this annual business meeting This meeting is an excellent opportunity to network with other corporate partner representatives and learn how to maximize your organizationrsquos partnership with AGA
8 ndash 10 pm
AGA Networking ReceptionMARRIOTT HOTEL LOBBY BAR
Join us for some after-dinner networking and socializing
32 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
See description on page 14
630 am ndash 4 pm
Registration Open
715 ndash 815 am
National Awards BreakfastCYPRESS BALLROOM
820 ndash 910 am
W100 Plenary Session OMBTreasuryDoD UpdateCYPRESS BALLROOM | FOS ACCG
David Lebryk Fiscal Asst Secrsquoy Treasury
David Norquist Under Secrsquoy of Defense (Comptroller) CFO DoD
Tim Soltis Dep Controller OMB
M Ann Ebberts CEO AGA
910 ndash 10 am
W101 Plenary Session Innovate the Way You InnovateCYPRESS BALLROOM | FOS PD
Learn how to create a culture of innovation within your organization Mr Shapiro will highlight how to use a challenge-centered approach to measure innovation the process of experimentation and how to maximize return on investments
Stephen Shapiro Innovation Expert
10 ndash 1030 am
Coffee BreakCRYSTAL FOYER
1030 ndash 1145 am
W102 One on One with GASB mdash An UpdateGRAND 9-11 | FOS ACCG
Meet with members of the GASB to receive the most up-to-date information regarding GASB standards exposure drafts and other projects that affect governments and their auditors
M Lealan Miller AGA FMSB Chair
W103 DoD Audit UpdateCANARY 1-2 | FOS AUD
This session will focus on the major audit and financial improvement activities underway across DoD
M Bryan Nelms Principal Kearney amp Company
W104 Understanding and Using the New Service Organization Control ReportsCANARY 3-4 | FOS AUDG
This session will discuss the significant changes underlying the new service organization control reports issued under AT-C 320 (formerly SSAE 16)
M Asif Khan Dir FM and Assurance GAO
W105 Managing in the Changing Workplace EnvironmentCRYSTAL A-B | FOS HR
Hear about the techniques and tools available to managers to maintain a team-building environment with a significant number of employees teleworking
M Thalia Melendez Dir of Audit Svcs NY State Educ Dept
AGA PDT 2018 | ORLANDO 33
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W106 Data All Around Us mdash CFOrsquos Move to a New NormalCRYSTAL M-Q | FOS IT
Advanced data analytics have turned data into powerful insights to manage programs and enhance the citizen experience as never before This session will explore how the availability of data is changing the role of the CFO
M Jorge Asef-Sargent Partner KPMG LLP
W107 How Emerging Technologies Will Transform Payments and CollectionsCRYSTAL K-L | FOS IT
Payments and collections are fertile ground for emerging technologies Artificial intelligence robotics Blockchain big data and the continued digitization of commerce will continue to transform payments and collections Panelists will share their futurist views of the payments and collections landscape
M Joe Hussey Managing Dir JP Morgan Treasury Services
W108 Cloud Enterprise Reporting mdash The FIRST FrontierCRYSTAL C-F | FOS IT
This session will explore cloud enterprise reporting Attendees will learn how to utilize the cloud to streamline external reporting by ingestion data centrally and then maximizing the utility of data to enhance integrity and inform management decisions
M Demek Adams Principal Grant Thornton LLP
W109 Annual Womenrsquos Forum Leading in Life and CareerCRYSTAL H | FOS PD
Empowered women are a cornerstone of effective government and a more competitive federal state and local workforce of the future Join this powerful annual convening of women leaders in accounting finance and technology as they discuss their journey and careers with high-impact and meaning
M Tracey Walker Natrsquol Dir Govt Affairs Culture Diversity and Inclusion RSM US LLP
W110 Federal Financial Standards Will We Get ThereGRAND 12-14 | FOS ACCG
Department of the Treasuryrsquos Office of Financial Innovation and Transformation (FIT) is defining federal financial standard references to promote innovation a common knowledge base and processes to improve interoperability of federal systems Join this session for an update on FITrsquos work and the expected benefits of this initiative
M Marshall Henry FM Program Manager Treasury Fiscal Service
1145 am ndash 1245 pm
National Awards LuncheonCYPRESS BALLROOM
1 ndash 2 pm
Financial Management Standards Board MeetingWASHINGTON
34 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1 ndash 215 pm
W111 Conducting Effective Assessments of Internal ControlsCRYSTAL K-L | FOS ACCG
This session will introduce participants to key concepts issues and standards necessary to design and implement policies to achieve the organizationrsquos objectives
M Sefton Boyars ConsultantTrainer Sefton Boyars CGFM CPA
W112 New Fraud Fighters Cryptocurrencies Blockchain and Secure TransactionsCRYSTAL C-F | FOS AUD
Government is inherently a transactional business From deeds to disbursements the quantity of documents governments maintain on paper and digital image continues to grow Criminals are abusing the current processes to commit fraud at an increasing rate Learn how you can use Blockchain to disrupt and combat fraud
M Jay Schulman Principal RSM US LLP
W113 Data Visualization mdash Using Geographic Information Systems as an Audit ToolGRAND 9-11 | FOS AUDG
Geographic Information Systems (GIS) are increasingly being utilized as a tool to present audit information Learn from experts on how recipients of government services using GIS provides a wealth of audit opportunities
M Gwendolyn Sewell Chief Mission Compliance and Audit ReadinessAccounting Air Force
W114 Finance 2020 Embracing the Changes to ComeCRYSTAL A-B | FOS MGMT
What is the role of CFOs and senior finance staff in this rapidly changing digital world This session will explore the evolution in the field from an expense control spreadsheet-driven and retrospective reporting center into a predictive analytics powerhouse
M Scott Quehl Sr Principal Accenture Federal Services
W115 Quality Management ConfrontationGRAND 12-14 | FOS MGMT
How do you optimize resources and maximize efficiency Join our panel of experts as they discuss various topics in performance management and answer questions such as ldquoHow is quality management implemented throughout an organizationrdquo and ldquoHow do you view and plan around resource allocationrdquo
M Wayne Ference Partner Castro amp Company LLC
W116 Enterprise Risk Management Stories from the Front LinesCRYSTAL H | FOS MGMT
For the past two years agencies have been working to implement the changes made to OMB A-123 This session will feature feedback from agency risk officers on whether ERM is living up to expectations
M Tom Carroll CFO AOC
AGA PDT 2018 | ORLANDO 35
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W117 Leadership Keys to SuccessCRYSTAL M-Q | FOS PD
Gain perspective from a senior leader in government about how you can make a difference in your organization This entertaining session will cover how to develop people build trust cultivate relationships and communicate more effectively Leadership is possible at any level of government
M Mary Peterman Dep Chief Finance and Procurement AOUSC
W118 Building an Optimal Analytics-Driven Program Integrity OfficeCANARY 1-2 | FOS MGMT
With the passage of the Fraud Reduction and DATA Act agencies are under increased pressure to have effective program integrity offices that leverage data analytics and focus on outcomes Hear best practices found from a comprehensive pilot project conducted at the VA
M Linda Miller Dir Grant Thornton LLP
W119 Competencies The Thread that BindsCANARY 3-4 | FOS HR
DoD like other agencies is required by law to develop functional competencies to use in strategic workforce planning The DoD FM community developed 24 enterprise-wide FM competencies Learn how these competencies serve as the thread which binds the FM workforce development portfolio into a coherent strategic plan which guides career development
M Jansen Sauvageau SVP PNC Bank
230 ndash 3 pm
AGA National President Gavel ExchangeCYPRESS BALLROOM
3 ndash 4 pm
W120 Closing Plenary Session Shift Your Brilliance Leading Amidst UncertaintyCYPRESS BALLROOM | FOS PD
This session will teach participants how to solve problems get out of the past and think like a leader of the future You will develop an enhanced sense of perspective understand where you shine and learn how to lead without a title to create effective change
Simon Bailey Author amp Inspirational Coach
M John Lynskey AGA 2018ndash2019 National President
6 ndash 11 pm
Presidentrsquos Appreciation ReceptionROYALSABALSAGO
Join us as we celebrate and thank 2017ndash2018 AGA National President Jim Arnette for his service and contributions to AGA and the financial management community
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
36 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
AGA PDT 2018 | ORLANDO 37
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
Please join us in thanking our sponsors for their generous support of AGArsquos 2018 Professional Development Training
PLATINUM SPONSORS
Accenture Federal ServicesVIRTUAL EXPERIENCE
Rowan MirandaManaging Dir CFO Advisory Practice Leadrowanamirandaaccenturefederalcomwwwaccenturefederalcom
Accenture Federal Services a wholly owned subsidiary of Accenture LLP is a US company with offices in Arlington Va Accenturersquos federal business has served every cabinet-level department and 30 of the largest federal organizations Accenture Federal Services transforms bold ideas into breakthrough outcomes for clients at defense intelligence public safety civilian and military health organizations
Grant Thornton LLPTOTE BAGS
Robert SheaPrincipal Global Public Sectorrobertsheausgtcomwwwgranthorntoncompublicsector
Grant Thornton LLP the US member firm of Grant Thornton International is one of six global accounting tax and business advisory organizations Our Global Public Sector based in Alexandria Va is a management consulting business providing responsive and innovative financial performance management and systems solutions to governments and international organizations
GOLD SPONSORS
CGIDIGITAL EXECUTIVE SESSION
Kevin GreerVP Mgmt Consulting KevinGreercgifederalcomwwwcgifederalcomusfederal
A global leader in IT business process and professional services CGI partners with federal agencies to provide end-to-end solutions for defense civilian and intelligence missions Since 1976 we have delivered quality services to help clients achieve results at every stage of the program product and business lifecycle
38 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CliftonLarsonAllenBADGE HOLDERS
Doreen ShuteManaging Principal Fed Govt SvcsDoreenShuteCLAconnectcomwwwCLAconnectcom
CLA is a professional services firm delivering integrated advisory outsourcing and public accounting capabilities to help clients succeed professionally and personally Our practice group members are recognized industry experts and established leaders in the government community We focus on active engagement in the industry a sentiment beyond meeting requirements and standards
DeloitteWATER BOTTLESHYDRATION STATIONS
Colin Duncan Managing Dircoduncandeloittecom wwwdeloittecomusfederal
Deloittersquos Government and Public Services practice consists of more than 12000 professionals across the country serving federal state and local government and higher education clients across consulting and advisory functions bring fresh perspective mdash from inside and outside government mdash to help solve our nationrsquos biggest challenges We bring insights from our client experience and research to drive bold and lasting results People Ideas Technology and Outcomes mdash all Designed for Impact
EYAGA EXECUTIVE SESSION
Bill ColbertPartner PI Financebillcolberteycomwwweycomgovpublicsector
The Government and Public Sector practice of Ernst amp Young LLP provides a full range of consulting and audit services leveraging our experience with both government and commercial clients We deliver real change and measurable results through our diverse high-performing teams operational know-how from across our global organization and bold ideas tailored to each clientrsquos unique mission
AGA PDT 2018 | ORLANDO 39
GOLD SPONSORS (continued)
GuidehouseMONDAY LUNCHEON
Christina VanecekMarketing Mgrcvanecekguidehousecomwwwguidehousecom
Guidehouse formerly PwC Public Sector provides management technology and risk consulting to clients around the world through more than 1600 professionals in 20 locations Now as Guidehouse we offer the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected
Kearney amp CompanyPHOTO BOOTH
Erika SteiningerPartneresteiningerkearneycocomwwwkearneycocom
Kearney amp Company a CPA and consulting firm exclusively serving the Federal Government takes pride in its ability to assist agencies in meeting business objectives and complying with complex requirements Practice areas include Financial Reporting and Accounting Support Internal ControlsA-123 Financial Services Financial Healthcare Services Advisory Services and Program Management
KPMG LLPHOST COMMITTEE SHIRTS MONDAY BREAKFAST
Diane DudleyPartner-in-Charge Fed Auditddudleykpmgcomwwwkpmgcom
For more than 100 years KPMG LLP has assisted the government in the civilian defense and intelligence sectors Today we help these organizations adapt to new environments by working with them to transform business models leverage data protect information assets and provide assurance services while focusing on their mission
40 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
CPAG Small Business CommitteeTUESDAY LUNCHEON
Dedicated members of AGArsquos Small Business Committee are proud to sponsor the 2018 PDT Tuesday Awards Luncheon Thank you to 2nd Wave Castro amp Co Immersion RMA Associates TFC Consulting Trilogy Federal and Watkins Government Services
Get Inspired During PDTthen submit your best practices to the Journal of Government Financial Management by Sept 1 2018
Learn more and view the 2018ndash2019 editorial calendar at wwwagacgfmorgjournal
SILVER SPONSORS
JP MorganTUESDAY BREAKFAST
Denise PetittaExec DirDenisePetittajpmorgancomwwwjpmorgancom
JP Morgan is a premier corporate and investment bank with a full suite of global financial services and capabilities Our clients include the worldrsquos most important corporations governments financial institutions pensions sovereign wealth organizations states and municipalities we offer strategic advice and deliver banking services in more than 100 countries
AGA PDT 2018 | ORLANDO 41
SILVER SPONSORS (continued)
RSM US LLPPDT APP amp WIFI
Mary GoldsmithFed Bus Dev Dirmarygoldsmithrsmuscomwwwrsmuscom
RSM US LLP provides risk financial and technology management consulting services to the public sector We are an inclusive enterprise and support AGA CPAG and Womenrsquos forum We help federal state and local entities improve performance through a comprehensive understanding of their business models internal processes objectives and daily realities
BRASS SPONSORS
Automation AnywhereSTANDING SIGN
Sharon OrsquoNeillHead of Americas Field Marketingsharononeillautomationanywherecom wwwautomationanywherecom
Automation Anywhere is the global leader in enterprise-grade comprehensive Robotic Process Automation software including Cognitive and real-time analytics Over 1000 of the worldrsquos largest brands use our platform to create and manage their Digital Workforce and scale their business processes faster with near-zero error rates while dramatically reducing operational costs
Crowe LLPTUESDAY AM COFFEE BREAK
Bert NeuhringRisk Consulting Partnerbertnuehringcrowecomwwwcrowecom
Crowe LLP is a public accounting consulting and technology firm with offices around the world Crowe uses its deep industry expertise to provide audit services to public and private entities The firm and its subsidiaries also help clients make smart decisions that lead to lasting value with its tax advisory risk and performance services
42 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
BRASS SPONSORS (continued)
MastercardMONDAY AFTERNOON COFFEE BREAK
MariBeth McCarthyVP Bus Leadermaribeth_mccarthymastercardcomwwwmastercardcom
Mastercard (NYSE MA) is a technology company in the global payments industry We operate the worldrsquos fastest payments-processing network connecting consumers financial institutions merchants governments and businesses in more than 210 countries and territories Mastercardrsquos products and solutions make everyday commerce activities easier more secure and more efficient for everyone
PNC BankDIRECTIONAL SIGNAGE
Lauren GradwellAccount MgrLaurengradwellpnccomwwwpnccomideas
PNC is one of the nationrsquos largest financial services organizations providing retail and business banking residential mortgage banking specialized services for corporations and government entities including corporate banking treasury management real estate finance asset-based lending wealth management and asset management We are focused on delivering ideas insight and solutions to our clients to help them maximize the value of their business
Williams AdleyMONDAY MORNING COFFEE BREAK
Melinda BuckBus Dev Leadmbuckwilliamsadleycomwwwwilliamsadleycom
Williams Adley is one of the countryrsquos premier certified public accounting and management consulting firms Our diverse knowledge backgrounds and subject-matter expertise help a wide variety of government agencies and businesses achieve their financial program and information technology goals
AGA PDT 2018 | ORLANDO 43
MEDIA SPONSORS
Government Matters
John Meyer Managing DirjmeyerGovMatterstv wwwGovMatterstv
Government Matters is a television news program dedicated to providing non-partisan information and analysis to federal managers contractors and those supporting the federal marketplace The program airs weeknights in Washington DC on NewsChannel 8 Sunday Mornings on ABC 7 and worldwide on the American Forces Network (AFN)
GOVERNING
Meg Keller Dir of Marketingmkellergoverningcomwwwgoverningcom
For 25 years GOVERNING has been the only publication dedicated to providing the information insight and inspiration state and local leaders need to govern effectively Subscriptions for most state and local government professionals are free as is attendance at most GOVERNING events
Route Fifty
Hilery Sirpis Publisherhsirpisgovexeccomwwwroutefiftycom
Route Fifty a new digital publication and events brand from Atlantic Mediarsquos Government Executive Media Group connects leaders and ideas advancing state and local governments with news insight and resources It facilitates sharing of best practices and ideas among those creating government programs policies and institutions for the 21st century
44 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Play AGArsquos Exhibitor Hunt and win big prizes
including FREE registration to an
upcoming AGA training event
View CPEs Earned
Visit httpsessions ats-leads comagapdt2018 and enter your badge number to view CPEs earned during PDT
Note Only CPEs earned from previous day(s) can be viewed
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VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
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MAIN
VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
MAINENTRANCE
Stop by PDT 2019 Booth 102
Relax RechargeGet a free massage
46 AGACGFM | PDT18
Exhibit Hall Floor Plan
Exhibitors by Booth Number
Company Name Booth
Infor 100 Bureau of the Fiscal Service 101Audimation Services 104American Society of Military Comptrollers 106Kearney Photo Booth 107Graduate School 108 Sehlke Consulting LLC 200Guidehouse 201Kforce Government Solutions Inc 202mLINQS LLC 203RSM US LLP 207GrantSolutions 209ACL Services Ltd 300Williams Adley 301CohnReznick Government 302AOC Solutions 303CGI Federal 306Virtual Experience with Accenture 307Savantage Solutions 308TeraThink Corporation 400Lynch Consultants LLC 401Interior Business Center 402GEHA 403
Company Name Booth
IFAS LLC 407TFC Consulting Inc 409Grant Thornton LLP 500RMA Associates LLC 501Castro amp Company LLC 503KPMG LLP 506AGA Community Service amp Silent Auction 507Kearney amp Company 600EY 601AGA 607J P Morgan 701FI Consulting 703CliftonLarsonAllen LLP 706MorganFranklin Consulting 707Becker Professional Education 709Management Concepts 800Qlik Tech Inc 801U S Army Financial Management Command 802The MIL Corporation 805Immersion Consulting 806Automation Anywhere 809
ACL Services LtdBOOTH 300wwwaclcom
ACL is a global software company with innovative solutions for public sector professionals to keep processes in check and provide higher levels of assurance through team-based analytic approaches ACLrsquos platform has helped over 250 government offices globally to bolster compliance manage risks and assure effective governance Learn more at our booth and wwwaclcom
AGABOOTH 607wwwagacgfmorg
AGA is the member organization for government financial management professionals We lead and encourage change that benefits our field and all citizens Our networking events professional certification publications and ongoing education help members build skills and advance their careers Learn about our thought-leadership library online tools CGFM designation and more
AGA PDT 2018 | ORLANDO 47
Exhibitor Appreciation AGA Corporate Partner
AGA Community Service amp Silent AuctionBOOTH 507
Buy tickets and bid for great prizes in our silent auction including gift certificates gift baskets sports memorabilia vacations and more Proceeds support AGArsquos National Community Service Fund the American Cancer Society the American Heart Association the Humane Society and Habitat for Humanity Winners posted daily present the winning ticket to claim your prize
AGA New Orleans ChapterBACK OF EXHIBIT HALLwwwagacgfmorgneworleans
Stop by our booth to learn more about New Orleans and plan your trip to PDT 2019 scheduled for July 21ndash24 2019 You might win a free PDT 2019 registration
American Society of Military Comptrollers BOOTH 106wwwasmconlineorg
ASMC is the non-profit educational and professional organization for persons military and civilian in the overall field of military comptrollership ASMC promotes the education and training of its members and supports the development and advancement of the military comptrollership profession The society provides professional programs to keep members abreast of current issues and encour-ages the exchange of information techniques and approaches
AOC SolutionsBOOTH 303wwwaocfederalsolutionscom
AOC Solutions Inc is a Service-Disabled Veteran-Owned Business providing financial management federal accounting audit readiness support and technology services AOC thought leaders are dedicated to helping agencies identify better ways to analyze accounting and financial data for cost reduction and increased efficiency
Audimation ServicesBOOTH 104wwwaudimationcom
Audimation Services Inc is the US distributor of CaseWare IDEAreg a powerful user-friendly data analytics software tool designed to help profes-sionals extend auditing capabilities detect fraud and meet documentation standards We specialize in helping organizations streamline audits simplify data acquisition and improve business processes
Automation Anywhere BOOTH 809
See write-up on page 42
Becker Professional EducationBOOTH 709wwwbeckercom
Do you need CPE for CGFMreg CPA or the new DoD FM Certification Come ask about our Government Family Offer Nearly half a million professionals have advanced their careers through our CPE programs including CPA Exam Review PMPreg Exam Review Cybersecurity Six Sigma and more And be sure to check out our new program for Certified Anti-Money Laundering Specialists (CAMS)
Bureau of the Fiscal ServiceBOOTH 101wwwfiscaltreasurygov
The Bureau of the Fiscal Service serves as a catalyst for transforming the way the federal government manages finances and delivers shared services Our passion is improving financial management and shared service delivery through efficient and effective operations and through guidance and assistance to others
48 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Castro amp Company LLCBOOTH 503www castroco com
Headquartered in Washington DC Castro amp Company is an audit advisory and accounting services CPA firm with a strong federal customer focus We are a Minority-Owned Small Business offering the personalized services of a small firm with the full resources and quality expected from a larger CPA firm
CGI FederalBOOTH 306
See write-up on page 38
CliftonLarsonAllen LLPBOOTH 706
See write-up on page 39
CohnReznick GovernmentBOOTH 302www cohnreznick com
CohnReznick Government provides audit accounting and financial management compliance risk and integrity monitoring program and project management and disaster response and recovery Our comprehensive project management approach provides clients with reliable processes and delivers accounting insights to help government organizations improve communication administer fiscal and operational strategies and meet compliance requirements
EYBOOTH 601
See write-up on page 39
FI ConsultingBOOTH 703www ficonsulting com
FI Consulting develops effective practical solutions to help federal agencies achieve their missions while operating efficiently managing risk and adapting to a changing policy environment We apply our core strengths in Data Analytics Modeling and Technology to gain program performance insight manage risk improve operations and better deliver mission
GEHABOOTH 403www geha com
GEHA provides medical and dental plans through the FEHB and FEDVIP programs for more than 18 million federal employees retirees and their families GEHA members receive year-round vision and hearing benefits plus other discounts For more information please stop by our booth or visit gehacom and gehadentalcom
Graduate SchoolBOOTH 108www graduateschool edu
Graduate School USA provides a wide range of learning opportunities in formats accessible to adult learners everywhere through training continuing education courses executive and leadership development and credit offerings For professionals in the government auditing and financial management community we offer a comprehensive curriculum taught by leading practitioners
Grant Thornton LLPBOOTH 500
See write-up on page 38
AGA PDT 2018 | ORLANDO 49
GrantSolutionsBOOTH 209www grantsolutions gov
GrantSolutions supports Federal agencies throughout the grants lifecycle mdash from pre-award planning through application award and closeout Our service finds solutions for shared mission needs across agencies while incorporating unique business and regulatory processes for grant programs GrantSolutions is an OMB-selected grants business leader providing end-to-end innovative grants management services dedicated to advancing the mission of Federal agencies
GuidehouseBOOTH 201
See write-up on page 40
IFAS LLCBOOTH 407www ifas-llc com
IFAS is an 8(a) Service-Disabled Veteran-Owned Small Business Woman-Owned Small Disadvan-taged Business providing Program Management Business and Finance Operations Integrated Logistics and IT Support Services to meet specific needs of our clients We provide geographically dispersed support available when and where you need us
Immersion ConsultingBOOTH 806www immersioninc com
Immersion Consulting a Service-Disabled Veteran-Owned Small Business headquartered in Annapolis Md provides business management and technology consulting to government nonprofit and commercial clients Founded in 2004 we specialize in program management financial management technology services and training Our mission provide clients with actionable business solutions that yield sustainable results
InforBOOTH 100www infor com
Infor Public Sector solutions streamline financial management across multiple systems With more than 25 years of public sector experience Infor helps you meet organization demands including budget and audit readiness performance management and financial control with flexible solution deployment options to help you operate more quickly and efficiently
Interior Business CenterBOOTH 402www doi govibc
The Interior Business Center one of several OMB-approved interagency shared-service providers offers acquisition financial manage-ment and HR under a fee-for-service full cost recovery business model By assisting multiple federal organizations IBC can leverage resources to share economies and efficiencies with external customers and our parent agency the US Department of the Interior
JP MorganBOOTH 701
See write-up on page 41
Kearney amp CompanyBOOTH 600
See write-up on page 40
Kforce Governnment Solutions IncBOOTH 202www kforcegov com
Kforce Government Solutions Inc (KGS) provides management and technology solutions to Federal Government and State and local agencies We deliver customized solutions across financial management organizational transformation and IT to solve our clientsrsquo most complex mission and business challenges KGS also offers the innovative TraumaFXreg line of medical training manikins
50 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
KPMG LLPBOOTH 506
See write-up on page 40
Lynch Consultants LLCBOOTH 401www lynchconsultants com
Lynch Consultants provides strategic financial and program advisory and assistance services to the federal government We partner with clients to deliver project management services financial and business support and strategic policy solutions for complex government programs Clients include numerous federal departments including DoD Navy Army VA HHS and HUD
Management ConceptsBOOTH 800www managementconcepts com
Management Concepts is a leading provider of professional development performance improve-ment and talent management solutions for the public sector Since 1973 we have collaborated with the federal government state and local offices non-profit organizations universities and corporations to enhance the performance of teams and organizations Follow us on Twitter Mgmt_Concepts
The MIL CorporationBOOTH 805www milcorp com
The MIL Corporation has grown steadily for 36 years and remains dedicated to excellence service and support across our four major service areas financial management and systems support information technology cyber security and systems and C4 engineering For more information please visit us at wwwmilcorpcom or on Facebook at httptinyurlcomFacebookMIL
mLINQS LLCBOOTH 203www mLINQS net
mLINQS a Service-Disabled Veteran-Owned Small Business founded in 2003 provides the govern-mentrsquos leading employee relocation management system and E-Gov travel (ETS2) consulting services Since 2004 mLINQS relocation system has automated relocations and tracked expenses for more than 30 agencies
MorganFranklin ConsultingBOOTH 707www morganfranklin com
MorganFranklin Consulting headquartered in McLean Va provides business consulting and technology solutions to public companies fast-growing private companies and US govern-ment agencies Third-party customer satisfaction surveys highlight the companyrsquos reputation for being hands-on flexible and skilled at bringing diverse groups together to complete projects on time and within budget
Qlik Tech IncBOOTH 801www qlik com
Qlikreg is the leading data analytics platform and the pioneer of user-driven business intelligence Its portfolio of cloud-based and on-premise solutions meets customersrsquo growing needs from reporting and self-service visual analysis to guided embedded and custom analytics regardless of where data is located
RMA Associates LLCBOOTH 501www rmafed com
RMA an SBA Certified 8(a) Small Business located in the Washington DC metropolitan area specializes in audit consulting and advisory
AGA PDT 2018 | ORLANDO 51
RSM US LLPBOOTH 207
See write-up on page 42
Savantage SolutionsBOOTH 308www savantage net
Savantage Solutions a CMMIreg Level 3 Rated and ISO 90012008 certified company is a leading provider of software development business consulting and program management support services One of only five vendors of financial management systems certified for federal use Savantage takes pride in its service excellence
Sehlke Consulting LLCBOOTH 200www sehlkeconsulting com
Founded in 2011 Sehlke Consulting is a Service-Disabled Veteran-Owned Small Business and Historically Underutilized Business Zone (HUBZone) firm based in Arlington Va We provide comprehensive leading solutions in Financial Management Acquisition Management Logistics and Supply Chain Management and National Security amp Defense Programs
TeraThink CorporationBOOTH 400www terathink com
TeraThink takes pride in the outstanding reputation we have earned over the past 15 years for delivering superior results to federal customers With expertise in agile development enterprise application technologies financial services and cloud solutions our delivery platform brings exceptional scale and value to support customersrsquo transformation business automation and mission-related goals Visit our booth and wwwTeraThinkcom for more information
TFC Consulting IncBOOTH 409www tfcci net
A licensed CPA firm Small Disadvantaged Business and ISO 9001_2015-certified enterprise TFC is the trusted partner of federal agencies facing complex financial management challenges Now celebrating 15 years of success and excellence in assisting clients TFC develops and implements comprehensive solutions to improve financial management environments and achieve operational efficiency
US Army Financial Management CommandBOOTH 802www facebook comUSAFMCOM
US Army Financial Management Command is responsible for the delivery of Army-wide Financial Management (FM) functions including Enterprise Resource Planning systems support audit and compliance support financial operations support and ERP business process standardization support and for providing operational oversight of Army field FM activities
Williams AdleyBOOTH 301
See write-up on page 43
Note The contents of this exhibitor list were compiled from information supplied by exhibitors While every effort has been made to ensure contents are correct AGA is unable to accept liability for errors or omissions or for any claims made by exhibitors
52 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AGA PDT 2018 | ORLANDO 53
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AIG Assistant Inspector GeneralAssoc AssociateAsst AssistantBus BusinessCEO Chief Executive OfficerCFO Chief Financial OfficerCIO Chief Information OfficerCo CountyComm CommitteeCOO Chief Operating OfficerCPAG Corporate Partner Advisory GroupDep DeputyDept DepartmentDev DevelopmentDir DirectorDiv DivisionEduc EducationERM Enterprise Risk ManagementExec ExecutiveFed FederalFM Financial ManagementGM General Manager Govt Government
Fields of Study See page 4 for list of Fields of Study
AOC Architect of the CapitolAOUSC Administrative Office of the
US CourtsCommerce US Department of CommerceDHHS US Department of Health
and Human ServicesDHS US Department of
Homeland SecurityDLA Defense Logistics AgencyDoD US Department of DefenseDoE US Department of EnergyDOI US Department of the InteriorDOJ US Department of JusticeDoS US Department of StateFASAB Federal Accounting Standards
Advisory BoardFiscal Service Bureau of the Fiscal ServiceFIT Office of Financial Innovation
and TransformationFMSB Financial Management Standards
BoardFTA Federal Transit Administration
HR Human ResourcesIG Inspector GeneralIT Information TechnologyMgmt ManagementMgr ManagerNatrsquol NationalOfc OfficePNP AGA Past National
PresidentPNT AGA Past National
TreasurerRPA Robotic Process
AutomationRVP Regional Vice PresidentSecrsquoy SecretarySME Subject Matter Expert Sr SeniorSvc ServiceSVP Senior Vice PresidentTech TechnicalUniv UniversityVP Vice President
GAO Government Accountability OfficeGASB Government Accounting Standards
BoardGSA US General Services
AdministrationHUD US Department of Housing
and Urban DevelopmentIRS Internal Revenue ServiceNASA National Aeronautics and Space
AdministrationNSF National Science FoundationOCFO Office of the Chief Financial OfficerOIG Office of Inspector GeneralOMB Office of Management and BudgetSBA Small Business AdministrationTreasury US Department of the TreasuryUSAID US Agency for International
DevelopmentUSDA US Department of AgricultureUSPTO US Patent and Trademark OfficeVA US Department of
Veteran Affairs
54 AGACGFM | PDT18
Glossary
MAIN CONVENTION CENTERSINGLE-LEVEL
REGISTRATION
CYBER LOUNGE
EX
HIB
IT H
ALL
PLENARY S
ESSIO
NS
AGA PDT 2018 | ORLANDO 55
Convention Center Floor Plans
圀䔀 䰀䤀匀吀䔀一 簀 圀䔀 䤀一一伀嘀䄀吀䔀 簀 圀䔀 䐀䔀䰀䤀嘀䔀刀
吀愀猀栀甀 吀爀椀瘀攀搀椀Ⰰ 倀爀攀猀椀搀攀渀琀䌀䔀伀 㜀㤀㐀 漀爀 琀琀爀椀瘀攀搀椀䀀琀昀挀挀椀渀攀琀
嘀椀猀椀琀 漀甀爀 眀攀戀猀椀琀攀 愀琀 眀眀眀琀昀挀挀椀渀攀琀
䘀漀爀 洀漀爀攀 椀渀昀漀爀洀愀琀椀漀渀 挀漀渀琀愀挀琀 吀䘀䌀
椀猀 琀栀攀 琀爀甀猀琀攀搀 瀀愀爀琀渀攀爀 昀漀爀 昀攀搀攀爀愀氀 愀最攀渀挀椀攀猀 琀栀愀琀愀爀攀 昀愀挀椀渀最 挀漀洀瀀氀攀砀 ǻ渀愀渀挀椀愀氀 洀愀渀愀最攀洀攀渀琀 挀栀愀氀氀攀渀最攀猀
吀䘀䌀 䌀漀渀猀甀氀琀椀渀最 䤀渀挀
뜀뜀
뜀뜀뜀뜀
䔀渀琀攀爀瀀爀椀猀攀 刀椀猀欀 䤀渀琀攀爀渀愀氀䌀漀渀琀爀漀氀猀 䄀搀瘀椀猀漀爀礀䤀洀瀀爀漀瀀攀爀 倀愀礀洀攀渀琀猀䴀攀愀猀甀爀攀洀攀渀琀 刀攀洀攀搀椀愀琀椀漀渀䘀椀渀愀渀挀椀愀氀 刀攀瀀漀爀琀椀渀最 䄀䄀挀挀漀甀渀琀椀渀最 伀瀀攀爀愀琀椀漀渀猀䘀椀渀愀渀挀椀愀氀 匀琀愀琀攀洀攀渀琀 䌀漀洀瀀氀椀愀渀挀攀 䄀甀搀椀琀䐀愀琀愀 䄀渀愀氀礀琀椀挀猀 伀瀀琀椀洀椀稀愀琀椀漀渀䤀吀 匀攀挀甀爀椀琀礀 刀攀瘀椀攀眀 䄀猀猀攀猀猀洀攀渀琀
伀甀爀 瘀愀氀甀攀ⴀ愀搀搀攀搀 猀攀爀瘀椀挀攀猀㨀
圀栀愀琀猀 礀漀甀爀 渀攀砀琀 洀漀瘀攀㼀
䴀愀渀礀 瀀愀琀栀猀Ⰰ 漀渀攀 挀漀爀爀攀挀琀 爀漀甀琀攀 䘀漀氀氀漀眀 吀䘀䌀 愀氀漀渀最 琀栀攀 爀漀甀琀攀 琀漀 猀甀挀挀攀猀猀 䘀椀爀猀琀 琀栀愀琀 挀漀爀爀攀挀琀氀礀
挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀
S101 Governmental Accounting in Academia mdash Where Have You GoneCRYSTAL A-B | FOS HR
In recent years the number of governmental accounting courses offered at colleges and universities has decreased This session will explore how this trend affects the field and how to find and train future government accountants
M Barbara Bail Staff Accountant DLA
S102 Successful Improper Payment Programs Connecting Technology and ERMCRYSTAL C-F | FOS MGMT
Learn how improper payment programs can be effective by incorporating the ERM profile of each payment site location and identified strong control objectives of the business processes
M Mike Wetklow Dep CFO and Div Dir NSF
S103 Powering Excellence and Accountability with RPACRYSTAL M-Q | FOS IT
Do you have the important time-sensitive information needed to be captured from diverse sources then converted to a standard format and transmitted on an hourly basis 247 Automating manual tasks increases productivity and reduces human error resulting in improved processing time and a strong ROI for your agency Transform financial management and help other agencies employ digital workers
M Thomas Spann Head of Fed Sales amp GM Automation Anywhere
230 ndash 345 pm
S104 Managing ChangeCRYSTAL A-B | FOS HR
Managing change is critical for maintaining your workforce and ensuring a pleasant and positive work environment for your organization and clients This session will explore how to use change mdash like changing budgets requirements and new regulations mdash to make a more stable workforce and environment
M Melinda Miguel Dep IG AOC
S105 Blockchain Itrsquos Not Just BitcoinCRYSTAL M-Q | FOS IT
With the rising popularity of Bitcoin do you know what to expect This session will explore critical details of Bitcoin such as distributed ledger technology and Blockchain This session will also explore the reasons behind this trend and if it is the next dot-com bubble
M George Fallon Mgr RMA Associates LLC
S106 Can Grant Managers Meet the New Compliance RequirementsCRYSTAL K-L | FOS MGMT
Grants managers must work to ensure grantees are prepared to effectively and compliantly accomplish grant goals and ensure granteesrsquo systems are compliant with complex data standards and new requirements This session will feature grants program managers as they discuss how they assess and address their various program risks
M Roger Von Elm Principal CliftonLarsonAllen LLP
AGA PDT 2018 | ORLANDO 11
Sunday mdash AgendaGlossary on page 54Check PDT app for speakers
S107 The New Tax Reform is HereCRYSTAL C-F | FOS TAX
The new tax reform brings many new changes to both businesses and individuals This session will explore how tax reform will affect governments your workplace and your taxes
M John Roland Jr VP MIL Corporation
S108 Getting Through the Report Writing and Review Process Without Losing Your SanityCRYSTAL H | FOS AUD
Yoursquove completed the audit and found resultshellip if you could just get it out the door Join us in discussing how auditors communications analysts and senior managers can work together to maximize a reportrsquos readability and effectiveness mdash while remaining collegial
M Mark Bell AIG Audits NSF
4 ndash 450 pm
S109 Managementrsquos Discussion and Analysis Bridging the lsquoGAAPrsquoCRYSTAL C-F | FOS ACC
Managementrsquos discussion and analysis is a key component of financial reporting It tells the reporting entityrsquos story regarding operations service levels successes challenges and future expectations This session will discuss the challenges in concisely achieving GAAP requirements with todayrsquos abundance of data
M Wendy Morton-Huddleston Principal Grant Thornton LLP
S110 Effective Audit and Audit Resolution PracticesCRYSTAL M-Q | FOS AUD
This session will examine both the roles of the auditor and auditee using the Cooperative Audit Resolution and Oversight Initiative (CAROI) The session will highlight resolving audit findings successfully using the viewpoints and evidence from both aspects It will also emphasize the engagement of the proper stakeholders and responsible parties
M Dave LeBlanc SVP-at-Large AGA
S111 Hot Off the Press The New and Improved Yellow BookCRYSTAL H | FOS AUDG
The 2017 Yellow Book represents a modernized version of the standards and helps auditors hold the organizations they audit accountable Panelists will explore the new requirements included in the book such as those related to auditor ethics independence and professional judgment and competence
M Berri Davis Dir GAO
S112 IgniteCANARY 1-2 | FOS PD
During this fast-paced fun and entertaining session each presenter has 20 slides mdash which auto-advance every 15 seconds mdash to tell their personal story This might be bold and possibly brash but it wonrsquot be boring
M Susan Fritzlen COO AGA
5 ndash 7 pm
Welcome Event with ExhibitorsROYALSABALSAGO
12 AGACGFM | PDT18
Agenda mdash Sunday ModeratorM
Check PDT app for speakers
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
AGA PDT 2018 | ORLANDO 13
Sunday mdash AgendaGlossary on page 54Check PDT app for speakers
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
PiYotrade LIVE mdash sweat and burn calories with fusion-style movements inspired by yoga and Pilates This class incorporates dynamic balance strength flexibility and functional training with upbeat music All levels welcome and no equipment is needed Prizes will be given daily plus a grand prize
630 am ndash 4 pm
Registration Open
7 ndash 8 am
Continental Breakfast with ExhibitorsROYALSABALSAGO
8 ndash 830 am
Opening CeremonyCYPRESS BALLROOM
830 ndash 945 am
M100 Plenary Session Monday MorningCYPRESS BALLROOM | FOS ACCG
Hear GAOrsquos comptroller general discuss changes from last yearrsquos US government financial position progress on key GAO initiatives and what GAO and auditors might look forward to in the future
Gene Dodaro Comptroller General GAO
M Ann Ebberts CEO AGA
945 ndash 1030 am
Coffee Break with ExhibitorsROYALSABALSAGO
1030 ndash 1145 am
M101 Wersquove Got the Data Now WhatGRAND 12-14 | FOS ACC
With the DATA Act data is becoming more consistent and reliable Agencies have a plethora of interesting federal obligation and spending data at its fingertips While some agencies see it only as an exercise in compliance others are starting to realize there is a lot of potential with this data Join this session to explore these points hellip and more
M Dave Mader Chief Strategy Officer Deloitte Consulting
14 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
M103 Natural Disasters and Accountability Related to Government FundingCRYSTAL C-F | FOS AUDG
Congress has allocated tens of billions of dollars in disaster-related aid to help communities recover from the devastating hurricanes and wildfires of 2017 States and local governments are also supporting this recovery During this session hear what agencies are doing to ensure government accountability for such aid
M Berri Davis Dir GAO
M104 Building the Future Workforce for StateLocal GovernmentsCRYSTAL H | FOS BMO
How are state and local government leaders recruiting and attracting the next generation of accountants Join the roundtable to see how different offices are fighting back against the ldquosilver tsunamirdquo
M Lealan Miller AGA FMSB Chair
M105 Driving Competitive Advantage with TBMCRYSTAL K-L | FOS BMO
Like any new method process or automation tool Technology Business Management (TBM) will impact federal agencies their technology management and business teams Join this session to learn more about how TBM is creating standards and business views that are meaningful to CIOs and CFOs
M Kevin Greer VP CGI Federal
M106 Accelerating Shared Services for Finance and Accounting OperationsGRAND 9-11 | FOS BMO
For nearly 20 years the federal government has been considering the use of shared services Progress has been slow especially in the area of consolidating duplication and overlap in areas such as finance and accounting This panel examines approaches to accelerate shared services in operations
M Rowan Miranda CFO Advisory Practice Leader Accenture Federal Services
M107 Advanced Process Automation Increasing Productivity with RoboticsCANARY 3-4 | FOS IT
The Fiscal Service and other federal agencies are testing robotic process automation to minimize repeatable manual operations in core financial management processes Learn about future trends in the financial industry along with potential applications that will transform the financial management community Senior leaders across agencies will share trends and discuss the priorities ahead This session will be of interest to the federal state and private sectors
M Craig Fischer Program Mgr Fiscal Service
AGA PDT 2018 | ORLANDO 15
Monday mdash AgendaGlossary on page 54Check PDT app for speakers
M108 OCFO of the Future mdash What Does It Look LikeCRYSTAL M-Q | FOS MGMT
What does the OCFO look like in the age of robotics Blockchain data analytics and cloud computing Attend this session to hear from an expert panel to learn what CFOs are doing to integrate new technology into their organizations and their roles
M Joe Kull Dir Guidehouse
M109 Taking Care of CustomersCRYTAL A-B | FOS PD
Customers are people too hellip and the reason you exist But when has anyone ever trained you to deal with them Take a moment to learn some elements of what it means to take care of customers with more stories and more energy thatrsquoll give you something to think about
M Mary Peterman Dep Chief Finance and Procurement AOUSC
1145 am ndash 1 pm
Luncheon and Awards CeremonyCYPRESS BALLROOM
1 ndash 150 pm
M110 Plenary Session Curing Adultitis mdash Your Prescription for Less Stress and More SuccessCYPRESS BALLROOM | FOS PD
Adultitis is an epidemic that is coming hard after us every day It infiltrates even the best environments producing stress and burnout Learn practical tips for reclaiming your passion bringing more fun and less stress to the job at hand
Jason Kotecki Artist Author Founder of Escape Adulthood
M Mark Easton Dep CFO ndash Comptroller DoD
205 ndash 320 pm
M111 Itrsquos a Disaster Before During and AfterCRYSTAL A-B | FOS ACC
Is your agency equipped for a disaster Hear from federal state and local officials about the challenges and best practices when preparing for responding to and accounting for disasters
M Mary Peterman Dep Chief Finance and Procurement AOUSC
M112 Governance Over Financial Statements IT Control RiskGRAND 9-11 | FOS ACCG
Join a panel of experts as they discuss key resources in the federal space In particular the experts will take a closer look at a management assessment framework for IT general controls in support of the annual assurance process and conclusions
M Scoey Alexander Sr Mgr Kearney amp Company
CGFMs donrsquot forget to wear red or apparel with the CGFM logo
on Tuesday to celebrate CGFM Day
16 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
M113 Lessons Learned from Real-life FraudsCRYSTAL C-F | FOS AUDG
This session will feature presentations of frauds committed by state and local governments Panelists will also discuss how the perpetrators circumvented controls or took advantage of the absence of controls
M Maribeth McCarthy Dir Bus Dev Mastercard
M114 Conducting Audits in Challenging EnvironmentsCRYSTAL K-L | FOS AUDG
Conducting audits in unique environments presents challenges Whether itrsquos in a remote village on the other side of the world in the middle of a disaster or at an unexpected location here at home mdash this session highlights some of these challenges and discusses strategies for overcoming them
M Sal Ercolano Sr Advisor Williams Adley
Follow us guidehouse_us linkedincomcompanyguidehouse-us
Introducing Guidehouse formerly PwC Public Sector oering the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected We invite you to learn more at guidehousecom
copy 2018 Guidehouse
Hi wersquore (not so) new here
AGA PDT 2018 | ORLANDO 17
Monday mdash AgendaGlossary on page 54Check PDT app for speakers
M115 DATA Act Opportunities to Become More Data-DrivenGRAND 12-14 | FOS FIN
Hear about steps Treasury and other federal agencies have taken to improve the quality of the data published on USAspendinggov and explore opportunities for federal state and local governments to use the data to improve performance and outcomes
M Aileen Burgman Sr Policy Analyst Treasury
M116 ldquoKnock Knock rdquo ldquoWhorsquos ThererdquoCRYSTAL H | FOS IT
New innovations in cognitive technology and authentication give government officials a better understanding of who is ldquoknockingrdquo at the door Through cognitive technology digital identity will not only allow government to more effectively and efficiently police access but it will enable citizens to safely electronically engage with government This session will explore digital identity and the new role it can serve as it moves from policing to enabling access
M Tony Hubbard Principal KPMG
M117 Governmentrsquos Blockchain Journey mdash Lessons LearnedCANARY 1-2 | FOS IT
Blockchain has potential to bring security efficiency and speed to a range of services and processes How should agencies look to incorporate Blockchain into the way they function today Panelists will share successes pain points and lessons learned from standing up solutions from Blockchain technology
M Christina Canavan Dir Deloitte
M118 CFO and CIOs 2018 Models for Synergy and SuccessCANARY 3-4 | FOS MGMT
CFO and CIO experts discuss the intersection of policies and management issues that impact them The session will also discuss how these leaders can work together to improve efficiency and transparency reduce risk and strengthen the workforce offering models for success
M Daniel Meers Natrsquol Leader Transformation RSM LLP
M119 The Art of Tinkering Tiny Ways to Transform EverythingCRYSTAL M-Q | FOS PD
Drive innovation achieve new levels of happiness and uncover hidden opportunities by learning the art of tinkering In times of uncertainty and change the small things really do make the biggest difference
M Lisa Casias Dep Asst Secrsquoy for Administration Commerce
320 ndash 4 pm
Coffee Break with ExhibitorsROYALSABALSAGO
More than one concurrent session you want to attend
Donrsquot forget recorded sessions will be archived and available for one year
18 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
4 ndash 515 pm
M120 Audit Tips for Federal Disaster Response EffortsCANARY 3-4 | FOS AUDG
Hear about lessons learned and advice for auditing federal disasters The panel will discuss prior audit findings recom-mendations and tips from previous audits Attendees will also learn insights from Emergency Management Oversight Teams
M Steve Rickrode Dep Asst IG for Audit USDAndashOIG
M121 Financial Audits or Performance AuditsCANARY 1-2 | FOS AUDG
Financial audits have been the backbone of audit shops in state and local government Recently though some of these organi-zations have redirected their efforts into performance audits to give legislators more information on how agencies are meeting their missions This session will explore the differences and similarities between these two audit models and which one could best serve your organization
M Gerry Boaz Tech Mgr TN Div of State Audit
M122 March of the Robots mdash Join the ParadeCRYSTAL H | FOS IT
Software robots or ldquobotsrdquo operate like humans and our understanding of them continue to rapidly evolve During this session the panel will explore experiences of three organizations now implementing intelligent automation solutions
M Kirke Everson Managing Dir KPMG
M123 Moving Federal Financials to the Cloud Two Case StudiesROOM CRYSTAL K-L | FOS IT
Remaining status quo when it comes to financial management systems can cost your agency time and money Join this session to hear from agencies who have eliminated barriers towards growth and moved their agencyrsquos financial management systems to a secure compliant agile and forward-thinking model
M John Nemoto VP Hybrid IT CGI Federal
M124 Swamped and Overwhelmed How to Cope with Data Overload CRYSTAL A-B | FOS MGMT
Agencies have amassed large volumes of data about business operations services and customers Few agencies though have fully tapped this resource to measure and improve performance This panel describes how data can better support federal agency performance management efforts
M Kris Naleszkiewicz Sr MgrndashFinance Analytics Lead Accenture Federal Services
M125 Leadership Gold NuggetsCRYSTAL M-Q | FOS PD
Participants will learn ldquogold nuggetsrdquo of leadership wisdom accumulated during decades of studying practicing and teaching leadership This session will include a panel discussion of these leadership fundamentals and their application in a variety of professional accountability careers
M Paul Barrett Professor Longwood Univ
AGA PDT 2018 | ORLANDO 19
Monday mdash AgendaGlossary on page 54Check PDT app for speakers
M126 What Caused My Risk GRAND 12-14 | FOS STAT
Root cause analysis is often a forgotten element of resolving issues because the focus tends to be more on correcting the issue than evaluating the cause This session will feature this proactive approach to problem resolution to help prevent issues from happening in the future
M Kenneth Donohue Former HUD IG
M127 Ethics in the WorkplaceCRYSTAL C-F | FOS BETH
This session will cover the components of ethical behavior as well as the need to maintain an ethical environment in the workplace Participants will learn tips and techniques to create and maintain an environment that is ethical and conducive to the mission of the organization
M Marsi Woody Financial Exec Officer Idaho State Police
M128 Citizen-Centric Reporting mdash Turning Data Into InformationGRAND 9-11 | FOS ACCG
Hear how AGArsquos Citizen-Centric Reporting (CCR) can be used as an electronic portal to an agency See examples of how agencies have taken enormous amounts of data found on government websites and turned it into pages of focused and easy to read information for the consumer and citizen
M John Lynskey Controller NSF
515 ndash 630 pm
Monday Event with ExhibitorsROYALSABALSAGO
20 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
Health and Dental benefits designed exclusively for federal employees retirees and their families
We stand by you
gehahealth
gehacom
8008216136
OR-ADS-0318-004
Health and Dental benefits designed exclusively for federal employees retirees and their families
We stand by you
gehahealth
gehacom
8008216136
OR-ADS-0318-004
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
See description on page 14
630 am ndash 4 pm
Registration Open
7 ndash 8 am
Continental Breakfast with ExhibitorsROYALSABALSAGO
8 ndash 915 am
T100 Plenary Session Leading from Any SeatCYPRESS BALLROOM | FOS PD
With real-world stories and insights from in and out of the cockpit Shannon Huffman Polson offers tangible leadership lessons for you to seek out your own targets and incorporate them into your own profession By examining leadership and situational challenges Shannon empowers others to lead and thrive in any dynamic environment
Shannon Huffman Polson Former US Army Captain and Pilot
M Doug Glenn AGA Immediate PNP
930 ndash 1020 am
T101 A Future Financial Reporting ModelCRYSTAL M-Q | FOS ACCG
Data and tools exist to provide consumable financial data to internal and external users by providing multiple ways of finding answers What if the data and tools were integrated into a digital model Join this session to learn how digitized data can reinvigorate the way we communicate and interact with financial information
M Tasha Austin Sr Mgr Deloitte
T102 Emerging Issues in State Government AccountabilityCRYSTAL C-F | FOS FIN
States often face many demands on their operation mdash coming from both a local and federal level This session will explore how two states are dealing with these pressures and what the future balancing act of demands looks like for them
M Melinda Miguel Dep IG AOC
T103 Leveraging Data Analytics Transforming Data Into Better DecisionsCRYSTAL H | FOS AUD
As data analytics become more commonplace in government agencies can leverage analytics tools to make better decisions and improve the effectiveness and efficiency of their programs This session will explore how analytics can be used to enhance decision-making
M Shivendra Verma Principal Grant Thornton LLP
PDT18 Follow us
AGACGFM
22 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T104 Implementing the Revised OMB Circular A-123 Appendix ACANARY 1-2 | FOS AUDG
This session will focus on the newly released revision to OMB Circular A-123 Appendix A Hear about the renewed focus on data quality planning as well as flexibilities provided around agency control activities
M David Zavada Sr Partner Kearney amp Company
T105 What Are Subrecipients Doing with Your MoneyGRAND 9-11 | FOS BMO
During this session attendees will hear what a subrecipient monitoring program should include
M Nasr Fahmy Asst Dir for Financial Assistance Oversight DHSOCFOFinancial Assistance Policy and Oversight
T106 Letrsquos Get Uncomfortable and Talk About Sexual HarassmentCANARY 3-4 | FOS HR
Victims of sexual harassment are speaking up and the alleged harassers are being exposed Join this important and timely session to learn what you can do to prevent sexual harassment in your workplace and create a safer work environment
M Karen Wilson Principal Public Sector Practice Guidehouse
T107 Hey Bot mdash What Can You Do for MeCRYSTAL K-L | FOS IT
Robotic Process Automation (RPA) has found its way into the government This session will discuss how federal agencies are currently using RPA and the potential for leveraging cognitive automation and artificial intelligence as the next steps in the intelligent automation process
M Adam Goldberg Exec Architect Fiscal Service
T108 Next Generation ERP Systems for Federal AgenciesGRAND 12-14 | FOS MGMT
This panel will examine ldquowhatrsquos nextrdquo for ERP systems at a time when many federal agencies need to modernize their financial systems This session will debate on-premise vs cloud single vendor vs best of breed agency owned and maintained vs shared services and outsourced support
M James Harris Finance and Enterprise Performance ndash Sr Mgr Accenture Federal Services
T109 Managing Large Complex Federally Funded Grants and ContractsCRYSTAL A-B | FOS SK
Increased scrutiny of large complex grants and contracts require agencies better assess their project risks develop mitigation strategies and monitor outcomes This session covers approaches to manage civilian and military construction projects measure earned-value and improve outcomes
M Bert Nuehring Partner Crowe LLP
AGA PDT 2018 | ORLANDO 23
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
930 ndash 11 am
Professional Ethics Board MeetingWASHINGTON
1020 ndash 11 am
Coffee Break with ExhibitorsROYALSABALSAGO
11 ndash 1150 am
T110 Innovations in Public PerformanceCRYSTAL K-L | FOS ACCG
Not surprisingly citizens want to know what they are getting for their tax dollars Panelists will discuss the performance measures and innovative techniques for engaging citizens developed by governments to help inform taxpayers
M Shivendra Verma Principal Grant Thornton LLP
T111 Setting the Foundation for TransparencyCRYSTAL A-B | FOS ACCG
This is a discussion of lessons learned from the first year of the DATA Act and next steps to improving transparency This session will discuss one agencyrsquos approach to successfully implementing the Act and next steps to improving its results
M Robert Shope Partner EY
T112 Federal Financial Audit Approach AlternativesGRAND 12-14 | FOS AUD
This session will share ideas identified by a federal CFO council workgroup to improve the nexus of costs benefits risks and burdens of the Agency Financial Report audit process
M Scott Bell Sr Staff Accountant Treasury
T113 How to Integrate Non-financial and Financial ReportingCRYSTAL M-Q | FOS AUDG
Explore how agencies leverage internal control over financial reporting organization structure knowledge and tools to address non-financial internal control requirements
M Jon Rymer Dir Lynch Consultants LLC
T114 Go Green From Overhead to Higher Training BudgetsCANARY 1-2 | FOS FIN
This session will discuss ways a department agency or business can decrease costs and allocate more resources towards employee training and professional development
M Chidilim Okonkno Systems Accountant NASA
T115 Where Did My Data Go and Why Should I CareCRYSTAL C-F | FOS IT
How have breaches and data disclosure incidents affected organizations from an economic and reputational perspective This session will discuss the impact of ransomware and other malicious attacks that restrict access to modify or delete your data
M Sarah Mirzakhani IT Principal CliftonLarsonAllen LLP
24 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T116 Application of Emotional IntelligenceCRYSTAL H | FOS PD
Everyone has dealt with ldquodifficultrdquo co-workers and individuals This session will explore how to handle different types of personalities by growing your own emotional intelligence
M Megan Gaillard Dir of Audit Palm Beach Co ndash OIG
T117 CFO SurveyGRAND 9-11 | FOS ACCG
This yearrsquos AGA CFO survey focuses on the tools and processes needed to help agencies address current budgetary challenges and mandates Join this session to hear the results of the online and in-person survey and discuss the findings with a panel of current and former CFOs
M Jim Taylor Managing Dir Grant Thornton LLP
copy 2018 Becker Professional Education Corporation All rights reserved
The knowledge you need to help prepare you for the next level of success
Becker Continuing Professional Education
Whether yoursquore a CPA CGFM CDFM DoD FMCIA CFE CMA or need GAGAS Becker offers Continuing Professional Education (CPE) tohelp meet your needs
With Becker CPE your accounting audit and fi nance professionals receive the timelyand relevant knowledge needed to help themstay ahead
Take advantage of our Subscription Program for unlimited use of Beckerrsquos CPE
+ Special rate forGovernment Agencies
+ Live Webcast and OnDemand formats(24x7 access)
+ Includes streaming videoand video courses
For more details on this program please visit agacgfmorgonlineCPE or contact John Gioeli at jgioelibeckercom
AGA PDT 2018 | ORLANDO 25
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T118 Letrsquos Get Uncomfortable and Talk About Sexual Harassment (repeat session)CANARY 3-4 | FOS HR
See description on page 23
M Karen Wilson Principal Public Sector Practice Guidehouse
1150 am ndash 1250 pm
Luncheon and Awards CeremonyCYPRESS BALLROOM See page 41
105 ndash 220 pm
T119 Certified Government Financial Manager (CGFM)CRYSTAL A-B | FOS PD
Discover the value of the CGFM designation Participants will hear from colleagues on why they pursued this certification and how it has helped advance their careers and distinguish them from others in their field You will also learn tips for preparing for the three CGFM exams
M Katya Silver Dir of Professional Certification AGA
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
T120 Leadership Ethics and Decision Making in Early AuditsCRYSTAL K-L | FOS BETH
Everyone is faced with various levels of ethical dilemmas at work and leadership can often create a culture that promotes unethical behavior without realizing the consequences Join this session to explore how ethics are integral to the behavior of employees and the impact of the behavior on early audits
M Robert Hart Sr Mgr EY
T121 Disrupting Improper PaymentsCRYSTAL H | FOS IT
Preventing improper payments is a government-wide challenge Join this session to learn how to make significant improvements and leverage disruptive technology to promote data sharing recipient authentication and encourage stakeholder collaboration Panelists will share best practices and explore ways to address root causes
M Steven Bernstein Exec Dir Electronic Payments Product Exec JP Morgan Treasury Svcs
T122 Fraud in Federal Assistance ProgramsCRYSTAL C-F | FOS AUDG
This session will give attendees an in-depth look at how fraud in federal programs was handled by state agencies federal grantors and state prosecutors This topic will explore case studies on the Summer Food Service Program and the Child and Adult Care Food Program
M Jeff Hart AGA PNP
Like us on
26 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T123 AGArsquos Grant Survey Improving Grantee ComplianceGRAND 12-14 | FOS MGMT
Recognizing challenges with grantee compliance AGA conducted a nationwide survey of federal grant recipients on implementation issues related to the Uniform Guidance (2 CFR 200) This session will focus on strategies and activities to address the most troubling areas identified by respondents
M James McKay Principal SME Grants Management Line of Business KGS
T124 Agency Risk Profile Lessons Learned and ValueCANARY 1-2 | FOS MGMT
This session will focus on agenciesrsquo experience from their A-123 Risk Profile definition process This session will include discussion of lessons learned outcomes achieved and value created
M Daniella Datskovska Dir ERM and Internal Control TFC Consulting Inc
Helping you succeed is ours Learn more at KPMGcomusfederal
Anticipate tomorrow Deliver today
copy 2017 KPMG LLP a Delaware limited liability partnership and the US member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (ldquoKPMG Internationalrdquo) a Swiss entity Some of the services or offerings provided by KPMG LLP are not permissible for its audit clients or affiliates NDPPS 677263
Your business is serving the public
AGA PDT 2018 | ORLANDO 27
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T125 Conflict in the Workplace Surviving and ResolvingCRYSTAL M-Q | FOS PD
Explore the types and causes of conflict in the workplace Participants will learn how to handle and manage conflict in the workplace Experts will share techniques for dealing with co-workers supervisors and staff in various situations involving both positive and negative conflicts
M Peggy Javery Acting Assoc CFO USDA
T126 FASAB Update Leases and More to ComeCANARY 3-4 | FOS ACCG
Hear from FASAB staff about recently-issued standards open proposals and proposals under development FASAB staff will discuss implementation of the new standards Additionally insights regarding new developments will be shared along with tips to help you prepare
M Wendy Payne Exec Dir FASAB
105 ndash 325 pm
EXEC2 AGA Digital Executive Session (invitation only)GRAND 9-11 | FOS IT
Learn about emerging technologies that may soon change the way you support your organizationrsquos mission Understand priorities challenges issues and opportunities from government leaders Engage in a highly interactive and engaging discussion on the latest strategies for digital transformation and exchange ideas and solutions with colleagues that you can bring back to your organization
M Kevin Greer VP CGI Federal
235 ndash 325 pm
T127 Medicaid The Elephant in the RoomCANARY 3-4 | FOS ACCG
Medicaid is a critical service in the lives of millions of Americans It is also a major expense for both federal and state entities This session will explore the ways that federal managers and state auditors are collaborating to make sure that these allocated dollars are spent wisely
M Kinney Poynter Exec Dir NASACT
T128 Path to Auditability Implementing New FASAB StandardsCANARY 1-2 | FOS ACCG
This session will provide an understanding of SFFAS 48 Opening Balances for Inventory Operating Materials and Supplies Stockpile and SFFAS 50 Establishing Open Balances for General Property Plant and Equipment and discuss tips for successful implementation Additionally participants will hear about implementing the standards mdash including the pitfalls and best practices for success
M Eveka Rodriguez Partner Grant Thornton LLP
T129 Data Analytics for FraudCRYSTAL A-B | FOS AUDG
Proactive data monitoring and use of data analytics can prevent your entity from being subject to a public fraud This session will show attendees how proactive data analysis techniques and tools can save money prevent bad publicity and detect fraud faster with fewer resources
M Sarah Hays Programming Dir Data Coalition
28 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T130 Planning for Federal Funding DecreasesCRYSTAL C-F | FOS FIN
State and local governments federal funding sources are always in flux This session will feature a panel of state and local government leaders discussing what plans they have in place in the event of a reduction of federal funds
M Lealan Miller AGA FMSB Chair
T131 My Data Was Just BreachedCRYSTAL K-L | FOS IT
Access to data is key to effective analytics However with recent data breaches security standards around data transfer and storage have tightened This session discusses steps to follow to ensure secure handling of data in analytics programs
M Phil Magrogan COO Immersion Consulting
MAKES A DIFFERENCE
Find the six dierences in the two photos Present at booth 202 for your prize
2677 Prosperity Avenue Suite 100 Fairfax Virginia 22031 wwwkforcegovcom Kforce_govKGS
RISKMANAGEMENT
COMPLIANCE ampAUDIT SERVICES
GRANTSMANAGEMENT
FINANCIALIMPROVEMENT
FINANCIALTECHNOLOGY
AGA PDT 2018 | ORLANDO 29
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T132 Communicating Effectively Skills and TechniquesCRYSTAL M-Q | FOS COMS
Improve your communication skills with colleagues customers supervisors and staff mdash and learn how to adjust styles based on with whom you communicate verbally vocally and visually This interactive session will address the needs concerns and frustrations of communicating effectively in todayrsquos workplace
M Dave LeBlanc SVP-at-Large AGA
T133 The Presidentrsquos Management Agenda and the Uniform GuidanceCRYSTAL C-F | FOS MGMT
The Presidentrsquos Management Agenda (PMA) was released in March 2018 This session will discuss the PMA Cross Agency Priority (CAP) Goal 8 Results-Oriented Accountability for Grants This session will also discuss the connectivity between OMBrsquos Uniform Guidance the PMA and the future vision for the world of grants
M Charles Hester InstructorConsultant AGA RVPndashWest Coast Region
325 ndash 405 pm
Coffee Break with ExhibitorsROYALSABALSAGO
330 ndash 545 pm
Young Professionals RoundtableMIAMI | FOS PD
Hear what accomplished leaders deem essential success factors for young professionals in todayrsquos ever-changing and challenging government financial management environment Interactive QampA will focus on leadership networking communication mentorship advancement and change management Speed networking session immediately follows for participants
405 ndash 455 pm
T134 Uniform Guidance Year Three mdash What You Still Donrsquot KnowCANARY 1-2 | FOS AUDG
The Uniform Guidance has been in effect for more than three years yet there are still several aspects to implement This presentation will explore those topics as well as best practices identified over the past three years
M Lealan Miller AGA FMSB Chair
T135 Protect Taxpayer DollarsGRAND 12-14 | FOS AUDG
Government vendors have larger and more contractual requirements which can lead to greater need for vendor audits Join this session to explore how vendors are audited to make sure they provide the government with the full set of contracted services and ultimately protect taxpayer dollars
M Kim Farington CFO FirstNetHave session ideas
for PDT 2019Join the PDT technical
committee email meetingsagacgfmorg
30 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
ARE YOU READY
cohnreznickcomindustriespublic-sector
CohnReznick helps forward-thinking public sector organizations address stringent regulatory requirements strengthen risk managementand achieve their business goals
Visit Us at Booth 302
T136 Improving Federal Government Employee MoraleCRYSTAL M-Q | FOS HR
What resources are available in the federal government structure to keep employees engaged and satisfied Are there things that the finance community can and should be doing to support employee morale in their agencies This session will explore how government offices can make changes that can result in higher productivity and employee engagement
M Anthony Scardino Dep Under Secrsquoy and Dep Dir USPTO
T137 Process Robotics Building Finance Bots LIVECRYSTAL A-B | FOS IT
Hear from digital labor experts about how operations improvements with robotics and cognitive solutions can drive greater efficiency cost management and employee morale This session will also feature a live demo of digital labor currently in action at a federal agency
M Chris Huff US Public Sector RPA Lead Deloitte Consulting LLP
AGA PDT 2018 | ORLANDO 31
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T138 Be Our Guest Magical Service for Finance CustomersCRYSTAL C-F | FOS MGMT
Disney has legendary customer service Hear about the practices taught by the Disney Institute and learn how you can deliver world-class financial accounting and audit services in your own organization
M Reed Waller Asst Dir Financial Management Initiatives Group DOJ
T139 Next Generation Leaders New Skills and New NeedsCRYSTAL H | FOS PD
Much has been discussed about millennials in the workplace but what are the keys to building the younger generation into effective leaders This session will explore how their immersion in technology gives them strengths and challenges when taking on new responsibilities as leaders in the federal workplace
M Doreen Shute Managing Principal CliftonLarsonAllen LLP
T140 Program Evaluation mdash Letrsquos Tell the TruthCRYSTAL K-L | FOS MGMT
This session will discuss the benefits of conducting program evaluations to determine program effectiveness support data analyses and make informed budget decisions Hear from federal state and local representatives who have conducted program evaluations and learn how the results were used
M Robert Tuccillo CFO Federal Transit Administration
T141 Look No Further Intergovernmental Job Aids to the RescueGRAND 9-11 | FOS ACCG
Learn about available tools guides and job aids for all levels of government developed by AGArsquos Intergovernmental Partnership (IP) program During this session government leaders will showcase tools and other resources available on AGArsquos website (wwwagacgfmorgtools-resources)
M Clark Partridge State Controller AZ
405 ndash 530 pm
Corporate Partner Advisory Group (CPAG) MeetingNEW ORLEANS
CPAG representatives and those from organizations interested in joining the program are invited to participate in this annual business meeting This meeting is an excellent opportunity to network with other corporate partner representatives and learn how to maximize your organizationrsquos partnership with AGA
8 ndash 10 pm
AGA Networking ReceptionMARRIOTT HOTEL LOBBY BAR
Join us for some after-dinner networking and socializing
32 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
See description on page 14
630 am ndash 4 pm
Registration Open
715 ndash 815 am
National Awards BreakfastCYPRESS BALLROOM
820 ndash 910 am
W100 Plenary Session OMBTreasuryDoD UpdateCYPRESS BALLROOM | FOS ACCG
David Lebryk Fiscal Asst Secrsquoy Treasury
David Norquist Under Secrsquoy of Defense (Comptroller) CFO DoD
Tim Soltis Dep Controller OMB
M Ann Ebberts CEO AGA
910 ndash 10 am
W101 Plenary Session Innovate the Way You InnovateCYPRESS BALLROOM | FOS PD
Learn how to create a culture of innovation within your organization Mr Shapiro will highlight how to use a challenge-centered approach to measure innovation the process of experimentation and how to maximize return on investments
Stephen Shapiro Innovation Expert
10 ndash 1030 am
Coffee BreakCRYSTAL FOYER
1030 ndash 1145 am
W102 One on One with GASB mdash An UpdateGRAND 9-11 | FOS ACCG
Meet with members of the GASB to receive the most up-to-date information regarding GASB standards exposure drafts and other projects that affect governments and their auditors
M Lealan Miller AGA FMSB Chair
W103 DoD Audit UpdateCANARY 1-2 | FOS AUD
This session will focus on the major audit and financial improvement activities underway across DoD
M Bryan Nelms Principal Kearney amp Company
W104 Understanding and Using the New Service Organization Control ReportsCANARY 3-4 | FOS AUDG
This session will discuss the significant changes underlying the new service organization control reports issued under AT-C 320 (formerly SSAE 16)
M Asif Khan Dir FM and Assurance GAO
W105 Managing in the Changing Workplace EnvironmentCRYSTAL A-B | FOS HR
Hear about the techniques and tools available to managers to maintain a team-building environment with a significant number of employees teleworking
M Thalia Melendez Dir of Audit Svcs NY State Educ Dept
AGA PDT 2018 | ORLANDO 33
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W106 Data All Around Us mdash CFOrsquos Move to a New NormalCRYSTAL M-Q | FOS IT
Advanced data analytics have turned data into powerful insights to manage programs and enhance the citizen experience as never before This session will explore how the availability of data is changing the role of the CFO
M Jorge Asef-Sargent Partner KPMG LLP
W107 How Emerging Technologies Will Transform Payments and CollectionsCRYSTAL K-L | FOS IT
Payments and collections are fertile ground for emerging technologies Artificial intelligence robotics Blockchain big data and the continued digitization of commerce will continue to transform payments and collections Panelists will share their futurist views of the payments and collections landscape
M Joe Hussey Managing Dir JP Morgan Treasury Services
W108 Cloud Enterprise Reporting mdash The FIRST FrontierCRYSTAL C-F | FOS IT
This session will explore cloud enterprise reporting Attendees will learn how to utilize the cloud to streamline external reporting by ingestion data centrally and then maximizing the utility of data to enhance integrity and inform management decisions
M Demek Adams Principal Grant Thornton LLP
W109 Annual Womenrsquos Forum Leading in Life and CareerCRYSTAL H | FOS PD
Empowered women are a cornerstone of effective government and a more competitive federal state and local workforce of the future Join this powerful annual convening of women leaders in accounting finance and technology as they discuss their journey and careers with high-impact and meaning
M Tracey Walker Natrsquol Dir Govt Affairs Culture Diversity and Inclusion RSM US LLP
W110 Federal Financial Standards Will We Get ThereGRAND 12-14 | FOS ACCG
Department of the Treasuryrsquos Office of Financial Innovation and Transformation (FIT) is defining federal financial standard references to promote innovation a common knowledge base and processes to improve interoperability of federal systems Join this session for an update on FITrsquos work and the expected benefits of this initiative
M Marshall Henry FM Program Manager Treasury Fiscal Service
1145 am ndash 1245 pm
National Awards LuncheonCYPRESS BALLROOM
1 ndash 2 pm
Financial Management Standards Board MeetingWASHINGTON
34 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1 ndash 215 pm
W111 Conducting Effective Assessments of Internal ControlsCRYSTAL K-L | FOS ACCG
This session will introduce participants to key concepts issues and standards necessary to design and implement policies to achieve the organizationrsquos objectives
M Sefton Boyars ConsultantTrainer Sefton Boyars CGFM CPA
W112 New Fraud Fighters Cryptocurrencies Blockchain and Secure TransactionsCRYSTAL C-F | FOS AUD
Government is inherently a transactional business From deeds to disbursements the quantity of documents governments maintain on paper and digital image continues to grow Criminals are abusing the current processes to commit fraud at an increasing rate Learn how you can use Blockchain to disrupt and combat fraud
M Jay Schulman Principal RSM US LLP
W113 Data Visualization mdash Using Geographic Information Systems as an Audit ToolGRAND 9-11 | FOS AUDG
Geographic Information Systems (GIS) are increasingly being utilized as a tool to present audit information Learn from experts on how recipients of government services using GIS provides a wealth of audit opportunities
M Gwendolyn Sewell Chief Mission Compliance and Audit ReadinessAccounting Air Force
W114 Finance 2020 Embracing the Changes to ComeCRYSTAL A-B | FOS MGMT
What is the role of CFOs and senior finance staff in this rapidly changing digital world This session will explore the evolution in the field from an expense control spreadsheet-driven and retrospective reporting center into a predictive analytics powerhouse
M Scott Quehl Sr Principal Accenture Federal Services
W115 Quality Management ConfrontationGRAND 12-14 | FOS MGMT
How do you optimize resources and maximize efficiency Join our panel of experts as they discuss various topics in performance management and answer questions such as ldquoHow is quality management implemented throughout an organizationrdquo and ldquoHow do you view and plan around resource allocationrdquo
M Wayne Ference Partner Castro amp Company LLC
W116 Enterprise Risk Management Stories from the Front LinesCRYSTAL H | FOS MGMT
For the past two years agencies have been working to implement the changes made to OMB A-123 This session will feature feedback from agency risk officers on whether ERM is living up to expectations
M Tom Carroll CFO AOC
AGA PDT 2018 | ORLANDO 35
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W117 Leadership Keys to SuccessCRYSTAL M-Q | FOS PD
Gain perspective from a senior leader in government about how you can make a difference in your organization This entertaining session will cover how to develop people build trust cultivate relationships and communicate more effectively Leadership is possible at any level of government
M Mary Peterman Dep Chief Finance and Procurement AOUSC
W118 Building an Optimal Analytics-Driven Program Integrity OfficeCANARY 1-2 | FOS MGMT
With the passage of the Fraud Reduction and DATA Act agencies are under increased pressure to have effective program integrity offices that leverage data analytics and focus on outcomes Hear best practices found from a comprehensive pilot project conducted at the VA
M Linda Miller Dir Grant Thornton LLP
W119 Competencies The Thread that BindsCANARY 3-4 | FOS HR
DoD like other agencies is required by law to develop functional competencies to use in strategic workforce planning The DoD FM community developed 24 enterprise-wide FM competencies Learn how these competencies serve as the thread which binds the FM workforce development portfolio into a coherent strategic plan which guides career development
M Jansen Sauvageau SVP PNC Bank
230 ndash 3 pm
AGA National President Gavel ExchangeCYPRESS BALLROOM
3 ndash 4 pm
W120 Closing Plenary Session Shift Your Brilliance Leading Amidst UncertaintyCYPRESS BALLROOM | FOS PD
This session will teach participants how to solve problems get out of the past and think like a leader of the future You will develop an enhanced sense of perspective understand where you shine and learn how to lead without a title to create effective change
Simon Bailey Author amp Inspirational Coach
M John Lynskey AGA 2018ndash2019 National President
6 ndash 11 pm
Presidentrsquos Appreciation ReceptionROYALSABALSAGO
Join us as we celebrate and thank 2017ndash2018 AGA National President Jim Arnette for his service and contributions to AGA and the financial management community
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PDT AD Brain 2018pdf 1 51618 217 PM
36 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
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PDT AD Brain 2018pdf 1 51618 217 PM
AGA PDT 2018 | ORLANDO 37
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
Please join us in thanking our sponsors for their generous support of AGArsquos 2018 Professional Development Training
PLATINUM SPONSORS
Accenture Federal ServicesVIRTUAL EXPERIENCE
Rowan MirandaManaging Dir CFO Advisory Practice Leadrowanamirandaaccenturefederalcomwwwaccenturefederalcom
Accenture Federal Services a wholly owned subsidiary of Accenture LLP is a US company with offices in Arlington Va Accenturersquos federal business has served every cabinet-level department and 30 of the largest federal organizations Accenture Federal Services transforms bold ideas into breakthrough outcomes for clients at defense intelligence public safety civilian and military health organizations
Grant Thornton LLPTOTE BAGS
Robert SheaPrincipal Global Public Sectorrobertsheausgtcomwwwgranthorntoncompublicsector
Grant Thornton LLP the US member firm of Grant Thornton International is one of six global accounting tax and business advisory organizations Our Global Public Sector based in Alexandria Va is a management consulting business providing responsive and innovative financial performance management and systems solutions to governments and international organizations
GOLD SPONSORS
CGIDIGITAL EXECUTIVE SESSION
Kevin GreerVP Mgmt Consulting KevinGreercgifederalcomwwwcgifederalcomusfederal
A global leader in IT business process and professional services CGI partners with federal agencies to provide end-to-end solutions for defense civilian and intelligence missions Since 1976 we have delivered quality services to help clients achieve results at every stage of the program product and business lifecycle
38 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CliftonLarsonAllenBADGE HOLDERS
Doreen ShuteManaging Principal Fed Govt SvcsDoreenShuteCLAconnectcomwwwCLAconnectcom
CLA is a professional services firm delivering integrated advisory outsourcing and public accounting capabilities to help clients succeed professionally and personally Our practice group members are recognized industry experts and established leaders in the government community We focus on active engagement in the industry a sentiment beyond meeting requirements and standards
DeloitteWATER BOTTLESHYDRATION STATIONS
Colin Duncan Managing Dircoduncandeloittecom wwwdeloittecomusfederal
Deloittersquos Government and Public Services practice consists of more than 12000 professionals across the country serving federal state and local government and higher education clients across consulting and advisory functions bring fresh perspective mdash from inside and outside government mdash to help solve our nationrsquos biggest challenges We bring insights from our client experience and research to drive bold and lasting results People Ideas Technology and Outcomes mdash all Designed for Impact
EYAGA EXECUTIVE SESSION
Bill ColbertPartner PI Financebillcolberteycomwwweycomgovpublicsector
The Government and Public Sector practice of Ernst amp Young LLP provides a full range of consulting and audit services leveraging our experience with both government and commercial clients We deliver real change and measurable results through our diverse high-performing teams operational know-how from across our global organization and bold ideas tailored to each clientrsquos unique mission
AGA PDT 2018 | ORLANDO 39
GOLD SPONSORS (continued)
GuidehouseMONDAY LUNCHEON
Christina VanecekMarketing Mgrcvanecekguidehousecomwwwguidehousecom
Guidehouse formerly PwC Public Sector provides management technology and risk consulting to clients around the world through more than 1600 professionals in 20 locations Now as Guidehouse we offer the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected
Kearney amp CompanyPHOTO BOOTH
Erika SteiningerPartneresteiningerkearneycocomwwwkearneycocom
Kearney amp Company a CPA and consulting firm exclusively serving the Federal Government takes pride in its ability to assist agencies in meeting business objectives and complying with complex requirements Practice areas include Financial Reporting and Accounting Support Internal ControlsA-123 Financial Services Financial Healthcare Services Advisory Services and Program Management
KPMG LLPHOST COMMITTEE SHIRTS MONDAY BREAKFAST
Diane DudleyPartner-in-Charge Fed Auditddudleykpmgcomwwwkpmgcom
For more than 100 years KPMG LLP has assisted the government in the civilian defense and intelligence sectors Today we help these organizations adapt to new environments by working with them to transform business models leverage data protect information assets and provide assurance services while focusing on their mission
40 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
CPAG Small Business CommitteeTUESDAY LUNCHEON
Dedicated members of AGArsquos Small Business Committee are proud to sponsor the 2018 PDT Tuesday Awards Luncheon Thank you to 2nd Wave Castro amp Co Immersion RMA Associates TFC Consulting Trilogy Federal and Watkins Government Services
Get Inspired During PDTthen submit your best practices to the Journal of Government Financial Management by Sept 1 2018
Learn more and view the 2018ndash2019 editorial calendar at wwwagacgfmorgjournal
SILVER SPONSORS
JP MorganTUESDAY BREAKFAST
Denise PetittaExec DirDenisePetittajpmorgancomwwwjpmorgancom
JP Morgan is a premier corporate and investment bank with a full suite of global financial services and capabilities Our clients include the worldrsquos most important corporations governments financial institutions pensions sovereign wealth organizations states and municipalities we offer strategic advice and deliver banking services in more than 100 countries
AGA PDT 2018 | ORLANDO 41
SILVER SPONSORS (continued)
RSM US LLPPDT APP amp WIFI
Mary GoldsmithFed Bus Dev Dirmarygoldsmithrsmuscomwwwrsmuscom
RSM US LLP provides risk financial and technology management consulting services to the public sector We are an inclusive enterprise and support AGA CPAG and Womenrsquos forum We help federal state and local entities improve performance through a comprehensive understanding of their business models internal processes objectives and daily realities
BRASS SPONSORS
Automation AnywhereSTANDING SIGN
Sharon OrsquoNeillHead of Americas Field Marketingsharononeillautomationanywherecom wwwautomationanywherecom
Automation Anywhere is the global leader in enterprise-grade comprehensive Robotic Process Automation software including Cognitive and real-time analytics Over 1000 of the worldrsquos largest brands use our platform to create and manage their Digital Workforce and scale their business processes faster with near-zero error rates while dramatically reducing operational costs
Crowe LLPTUESDAY AM COFFEE BREAK
Bert NeuhringRisk Consulting Partnerbertnuehringcrowecomwwwcrowecom
Crowe LLP is a public accounting consulting and technology firm with offices around the world Crowe uses its deep industry expertise to provide audit services to public and private entities The firm and its subsidiaries also help clients make smart decisions that lead to lasting value with its tax advisory risk and performance services
42 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
BRASS SPONSORS (continued)
MastercardMONDAY AFTERNOON COFFEE BREAK
MariBeth McCarthyVP Bus Leadermaribeth_mccarthymastercardcomwwwmastercardcom
Mastercard (NYSE MA) is a technology company in the global payments industry We operate the worldrsquos fastest payments-processing network connecting consumers financial institutions merchants governments and businesses in more than 210 countries and territories Mastercardrsquos products and solutions make everyday commerce activities easier more secure and more efficient for everyone
PNC BankDIRECTIONAL SIGNAGE
Lauren GradwellAccount MgrLaurengradwellpnccomwwwpnccomideas
PNC is one of the nationrsquos largest financial services organizations providing retail and business banking residential mortgage banking specialized services for corporations and government entities including corporate banking treasury management real estate finance asset-based lending wealth management and asset management We are focused on delivering ideas insight and solutions to our clients to help them maximize the value of their business
Williams AdleyMONDAY MORNING COFFEE BREAK
Melinda BuckBus Dev Leadmbuckwilliamsadleycomwwwwilliamsadleycom
Williams Adley is one of the countryrsquos premier certified public accounting and management consulting firms Our diverse knowledge backgrounds and subject-matter expertise help a wide variety of government agencies and businesses achieve their financial program and information technology goals
AGA PDT 2018 | ORLANDO 43
MEDIA SPONSORS
Government Matters
John Meyer Managing DirjmeyerGovMatterstv wwwGovMatterstv
Government Matters is a television news program dedicated to providing non-partisan information and analysis to federal managers contractors and those supporting the federal marketplace The program airs weeknights in Washington DC on NewsChannel 8 Sunday Mornings on ABC 7 and worldwide on the American Forces Network (AFN)
GOVERNING
Meg Keller Dir of Marketingmkellergoverningcomwwwgoverningcom
For 25 years GOVERNING has been the only publication dedicated to providing the information insight and inspiration state and local leaders need to govern effectively Subscriptions for most state and local government professionals are free as is attendance at most GOVERNING events
Route Fifty
Hilery Sirpis Publisherhsirpisgovexeccomwwwroutefiftycom
Route Fifty a new digital publication and events brand from Atlantic Mediarsquos Government Executive Media Group connects leaders and ideas advancing state and local governments with news insight and resources It facilitates sharing of best practices and ideas among those creating government programs policies and institutions for the 21st century
44 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Play AGArsquos Exhibitor Hunt and win big prizes
including FREE registration to an
upcoming AGA training event
View CPEs Earned
Visit httpsessions ats-leads comagapdt2018 and enter your badge number to view CPEs earned during PDT
Note Only CPEs earned from previous day(s) can be viewed
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with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
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RelaxationStation
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MAIN
VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
MAINENTRANCE
Stop by PDT 2019 Booth 102
Relax RechargeGet a free massage
46 AGACGFM | PDT18
Exhibit Hall Floor Plan
Exhibitors by Booth Number
Company Name Booth
Infor 100 Bureau of the Fiscal Service 101Audimation Services 104American Society of Military Comptrollers 106Kearney Photo Booth 107Graduate School 108 Sehlke Consulting LLC 200Guidehouse 201Kforce Government Solutions Inc 202mLINQS LLC 203RSM US LLP 207GrantSolutions 209ACL Services Ltd 300Williams Adley 301CohnReznick Government 302AOC Solutions 303CGI Federal 306Virtual Experience with Accenture 307Savantage Solutions 308TeraThink Corporation 400Lynch Consultants LLC 401Interior Business Center 402GEHA 403
Company Name Booth
IFAS LLC 407TFC Consulting Inc 409Grant Thornton LLP 500RMA Associates LLC 501Castro amp Company LLC 503KPMG LLP 506AGA Community Service amp Silent Auction 507Kearney amp Company 600EY 601AGA 607J P Morgan 701FI Consulting 703CliftonLarsonAllen LLP 706MorganFranklin Consulting 707Becker Professional Education 709Management Concepts 800Qlik Tech Inc 801U S Army Financial Management Command 802The MIL Corporation 805Immersion Consulting 806Automation Anywhere 809
ACL Services LtdBOOTH 300wwwaclcom
ACL is a global software company with innovative solutions for public sector professionals to keep processes in check and provide higher levels of assurance through team-based analytic approaches ACLrsquos platform has helped over 250 government offices globally to bolster compliance manage risks and assure effective governance Learn more at our booth and wwwaclcom
AGABOOTH 607wwwagacgfmorg
AGA is the member organization for government financial management professionals We lead and encourage change that benefits our field and all citizens Our networking events professional certification publications and ongoing education help members build skills and advance their careers Learn about our thought-leadership library online tools CGFM designation and more
AGA PDT 2018 | ORLANDO 47
Exhibitor Appreciation AGA Corporate Partner
AGA Community Service amp Silent AuctionBOOTH 507
Buy tickets and bid for great prizes in our silent auction including gift certificates gift baskets sports memorabilia vacations and more Proceeds support AGArsquos National Community Service Fund the American Cancer Society the American Heart Association the Humane Society and Habitat for Humanity Winners posted daily present the winning ticket to claim your prize
AGA New Orleans ChapterBACK OF EXHIBIT HALLwwwagacgfmorgneworleans
Stop by our booth to learn more about New Orleans and plan your trip to PDT 2019 scheduled for July 21ndash24 2019 You might win a free PDT 2019 registration
American Society of Military Comptrollers BOOTH 106wwwasmconlineorg
ASMC is the non-profit educational and professional organization for persons military and civilian in the overall field of military comptrollership ASMC promotes the education and training of its members and supports the development and advancement of the military comptrollership profession The society provides professional programs to keep members abreast of current issues and encour-ages the exchange of information techniques and approaches
AOC SolutionsBOOTH 303wwwaocfederalsolutionscom
AOC Solutions Inc is a Service-Disabled Veteran-Owned Business providing financial management federal accounting audit readiness support and technology services AOC thought leaders are dedicated to helping agencies identify better ways to analyze accounting and financial data for cost reduction and increased efficiency
Audimation ServicesBOOTH 104wwwaudimationcom
Audimation Services Inc is the US distributor of CaseWare IDEAreg a powerful user-friendly data analytics software tool designed to help profes-sionals extend auditing capabilities detect fraud and meet documentation standards We specialize in helping organizations streamline audits simplify data acquisition and improve business processes
Automation Anywhere BOOTH 809
See write-up on page 42
Becker Professional EducationBOOTH 709wwwbeckercom
Do you need CPE for CGFMreg CPA or the new DoD FM Certification Come ask about our Government Family Offer Nearly half a million professionals have advanced their careers through our CPE programs including CPA Exam Review PMPreg Exam Review Cybersecurity Six Sigma and more And be sure to check out our new program for Certified Anti-Money Laundering Specialists (CAMS)
Bureau of the Fiscal ServiceBOOTH 101wwwfiscaltreasurygov
The Bureau of the Fiscal Service serves as a catalyst for transforming the way the federal government manages finances and delivers shared services Our passion is improving financial management and shared service delivery through efficient and effective operations and through guidance and assistance to others
48 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Castro amp Company LLCBOOTH 503www castroco com
Headquartered in Washington DC Castro amp Company is an audit advisory and accounting services CPA firm with a strong federal customer focus We are a Minority-Owned Small Business offering the personalized services of a small firm with the full resources and quality expected from a larger CPA firm
CGI FederalBOOTH 306
See write-up on page 38
CliftonLarsonAllen LLPBOOTH 706
See write-up on page 39
CohnReznick GovernmentBOOTH 302www cohnreznick com
CohnReznick Government provides audit accounting and financial management compliance risk and integrity monitoring program and project management and disaster response and recovery Our comprehensive project management approach provides clients with reliable processes and delivers accounting insights to help government organizations improve communication administer fiscal and operational strategies and meet compliance requirements
EYBOOTH 601
See write-up on page 39
FI ConsultingBOOTH 703www ficonsulting com
FI Consulting develops effective practical solutions to help federal agencies achieve their missions while operating efficiently managing risk and adapting to a changing policy environment We apply our core strengths in Data Analytics Modeling and Technology to gain program performance insight manage risk improve operations and better deliver mission
GEHABOOTH 403www geha com
GEHA provides medical and dental plans through the FEHB and FEDVIP programs for more than 18 million federal employees retirees and their families GEHA members receive year-round vision and hearing benefits plus other discounts For more information please stop by our booth or visit gehacom and gehadentalcom
Graduate SchoolBOOTH 108www graduateschool edu
Graduate School USA provides a wide range of learning opportunities in formats accessible to adult learners everywhere through training continuing education courses executive and leadership development and credit offerings For professionals in the government auditing and financial management community we offer a comprehensive curriculum taught by leading practitioners
Grant Thornton LLPBOOTH 500
See write-up on page 38
AGA PDT 2018 | ORLANDO 49
GrantSolutionsBOOTH 209www grantsolutions gov
GrantSolutions supports Federal agencies throughout the grants lifecycle mdash from pre-award planning through application award and closeout Our service finds solutions for shared mission needs across agencies while incorporating unique business and regulatory processes for grant programs GrantSolutions is an OMB-selected grants business leader providing end-to-end innovative grants management services dedicated to advancing the mission of Federal agencies
GuidehouseBOOTH 201
See write-up on page 40
IFAS LLCBOOTH 407www ifas-llc com
IFAS is an 8(a) Service-Disabled Veteran-Owned Small Business Woman-Owned Small Disadvan-taged Business providing Program Management Business and Finance Operations Integrated Logistics and IT Support Services to meet specific needs of our clients We provide geographically dispersed support available when and where you need us
Immersion ConsultingBOOTH 806www immersioninc com
Immersion Consulting a Service-Disabled Veteran-Owned Small Business headquartered in Annapolis Md provides business management and technology consulting to government nonprofit and commercial clients Founded in 2004 we specialize in program management financial management technology services and training Our mission provide clients with actionable business solutions that yield sustainable results
InforBOOTH 100www infor com
Infor Public Sector solutions streamline financial management across multiple systems With more than 25 years of public sector experience Infor helps you meet organization demands including budget and audit readiness performance management and financial control with flexible solution deployment options to help you operate more quickly and efficiently
Interior Business CenterBOOTH 402www doi govibc
The Interior Business Center one of several OMB-approved interagency shared-service providers offers acquisition financial manage-ment and HR under a fee-for-service full cost recovery business model By assisting multiple federal organizations IBC can leverage resources to share economies and efficiencies with external customers and our parent agency the US Department of the Interior
JP MorganBOOTH 701
See write-up on page 41
Kearney amp CompanyBOOTH 600
See write-up on page 40
Kforce Governnment Solutions IncBOOTH 202www kforcegov com
Kforce Government Solutions Inc (KGS) provides management and technology solutions to Federal Government and State and local agencies We deliver customized solutions across financial management organizational transformation and IT to solve our clientsrsquo most complex mission and business challenges KGS also offers the innovative TraumaFXreg line of medical training manikins
50 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
KPMG LLPBOOTH 506
See write-up on page 40
Lynch Consultants LLCBOOTH 401www lynchconsultants com
Lynch Consultants provides strategic financial and program advisory and assistance services to the federal government We partner with clients to deliver project management services financial and business support and strategic policy solutions for complex government programs Clients include numerous federal departments including DoD Navy Army VA HHS and HUD
Management ConceptsBOOTH 800www managementconcepts com
Management Concepts is a leading provider of professional development performance improve-ment and talent management solutions for the public sector Since 1973 we have collaborated with the federal government state and local offices non-profit organizations universities and corporations to enhance the performance of teams and organizations Follow us on Twitter Mgmt_Concepts
The MIL CorporationBOOTH 805www milcorp com
The MIL Corporation has grown steadily for 36 years and remains dedicated to excellence service and support across our four major service areas financial management and systems support information technology cyber security and systems and C4 engineering For more information please visit us at wwwmilcorpcom or on Facebook at httptinyurlcomFacebookMIL
mLINQS LLCBOOTH 203www mLINQS net
mLINQS a Service-Disabled Veteran-Owned Small Business founded in 2003 provides the govern-mentrsquos leading employee relocation management system and E-Gov travel (ETS2) consulting services Since 2004 mLINQS relocation system has automated relocations and tracked expenses for more than 30 agencies
MorganFranklin ConsultingBOOTH 707www morganfranklin com
MorganFranklin Consulting headquartered in McLean Va provides business consulting and technology solutions to public companies fast-growing private companies and US govern-ment agencies Third-party customer satisfaction surveys highlight the companyrsquos reputation for being hands-on flexible and skilled at bringing diverse groups together to complete projects on time and within budget
Qlik Tech IncBOOTH 801www qlik com
Qlikreg is the leading data analytics platform and the pioneer of user-driven business intelligence Its portfolio of cloud-based and on-premise solutions meets customersrsquo growing needs from reporting and self-service visual analysis to guided embedded and custom analytics regardless of where data is located
RMA Associates LLCBOOTH 501www rmafed com
RMA an SBA Certified 8(a) Small Business located in the Washington DC metropolitan area specializes in audit consulting and advisory
AGA PDT 2018 | ORLANDO 51
RSM US LLPBOOTH 207
See write-up on page 42
Savantage SolutionsBOOTH 308www savantage net
Savantage Solutions a CMMIreg Level 3 Rated and ISO 90012008 certified company is a leading provider of software development business consulting and program management support services One of only five vendors of financial management systems certified for federal use Savantage takes pride in its service excellence
Sehlke Consulting LLCBOOTH 200www sehlkeconsulting com
Founded in 2011 Sehlke Consulting is a Service-Disabled Veteran-Owned Small Business and Historically Underutilized Business Zone (HUBZone) firm based in Arlington Va We provide comprehensive leading solutions in Financial Management Acquisition Management Logistics and Supply Chain Management and National Security amp Defense Programs
TeraThink CorporationBOOTH 400www terathink com
TeraThink takes pride in the outstanding reputation we have earned over the past 15 years for delivering superior results to federal customers With expertise in agile development enterprise application technologies financial services and cloud solutions our delivery platform brings exceptional scale and value to support customersrsquo transformation business automation and mission-related goals Visit our booth and wwwTeraThinkcom for more information
TFC Consulting IncBOOTH 409www tfcci net
A licensed CPA firm Small Disadvantaged Business and ISO 9001_2015-certified enterprise TFC is the trusted partner of federal agencies facing complex financial management challenges Now celebrating 15 years of success and excellence in assisting clients TFC develops and implements comprehensive solutions to improve financial management environments and achieve operational efficiency
US Army Financial Management CommandBOOTH 802www facebook comUSAFMCOM
US Army Financial Management Command is responsible for the delivery of Army-wide Financial Management (FM) functions including Enterprise Resource Planning systems support audit and compliance support financial operations support and ERP business process standardization support and for providing operational oversight of Army field FM activities
Williams AdleyBOOTH 301
See write-up on page 43
Note The contents of this exhibitor list were compiled from information supplied by exhibitors While every effort has been made to ensure contents are correct AGA is unable to accept liability for errors or omissions or for any claims made by exhibitors
52 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AGA PDT 2018 | ORLANDO 53
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AIG Assistant Inspector GeneralAssoc AssociateAsst AssistantBus BusinessCEO Chief Executive OfficerCFO Chief Financial OfficerCIO Chief Information OfficerCo CountyComm CommitteeCOO Chief Operating OfficerCPAG Corporate Partner Advisory GroupDep DeputyDept DepartmentDev DevelopmentDir DirectorDiv DivisionEduc EducationERM Enterprise Risk ManagementExec ExecutiveFed FederalFM Financial ManagementGM General Manager Govt Government
Fields of Study See page 4 for list of Fields of Study
AOC Architect of the CapitolAOUSC Administrative Office of the
US CourtsCommerce US Department of CommerceDHHS US Department of Health
and Human ServicesDHS US Department of
Homeland SecurityDLA Defense Logistics AgencyDoD US Department of DefenseDoE US Department of EnergyDOI US Department of the InteriorDOJ US Department of JusticeDoS US Department of StateFASAB Federal Accounting Standards
Advisory BoardFiscal Service Bureau of the Fiscal ServiceFIT Office of Financial Innovation
and TransformationFMSB Financial Management Standards
BoardFTA Federal Transit Administration
HR Human ResourcesIG Inspector GeneralIT Information TechnologyMgmt ManagementMgr ManagerNatrsquol NationalOfc OfficePNP AGA Past National
PresidentPNT AGA Past National
TreasurerRPA Robotic Process
AutomationRVP Regional Vice PresidentSecrsquoy SecretarySME Subject Matter Expert Sr SeniorSvc ServiceSVP Senior Vice PresidentTech TechnicalUniv UniversityVP Vice President
GAO Government Accountability OfficeGASB Government Accounting Standards
BoardGSA US General Services
AdministrationHUD US Department of Housing
and Urban DevelopmentIRS Internal Revenue ServiceNASA National Aeronautics and Space
AdministrationNSF National Science FoundationOCFO Office of the Chief Financial OfficerOIG Office of Inspector GeneralOMB Office of Management and BudgetSBA Small Business AdministrationTreasury US Department of the TreasuryUSAID US Agency for International
DevelopmentUSDA US Department of AgricultureUSPTO US Patent and Trademark OfficeVA US Department of
Veteran Affairs
54 AGACGFM | PDT18
Glossary
MAIN CONVENTION CENTERSINGLE-LEVEL
REGISTRATION
CYBER LOUNGE
EX
HIB
IT H
ALL
PLENARY S
ESSIO
NS
AGA PDT 2018 | ORLANDO 55
Convention Center Floor Plans
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뜀뜀
뜀뜀뜀뜀
䔀渀琀攀爀瀀爀椀猀攀 刀椀猀欀 䤀渀琀攀爀渀愀氀䌀漀渀琀爀漀氀猀 䄀搀瘀椀猀漀爀礀䤀洀瀀爀漀瀀攀爀 倀愀礀洀攀渀琀猀䴀攀愀猀甀爀攀洀攀渀琀 刀攀洀攀搀椀愀琀椀漀渀䘀椀渀愀渀挀椀愀氀 刀攀瀀漀爀琀椀渀最 䄀䄀挀挀漀甀渀琀椀渀最 伀瀀攀爀愀琀椀漀渀猀䘀椀渀愀渀挀椀愀氀 匀琀愀琀攀洀攀渀琀 䌀漀洀瀀氀椀愀渀挀攀 䄀甀搀椀琀䐀愀琀愀 䄀渀愀氀礀琀椀挀猀 伀瀀琀椀洀椀稀愀琀椀漀渀䤀吀 匀攀挀甀爀椀琀礀 刀攀瘀椀攀眀 䄀猀猀攀猀猀洀攀渀琀
伀甀爀 瘀愀氀甀攀ⴀ愀搀搀攀搀 猀攀爀瘀椀挀攀猀㨀
圀栀愀琀猀 礀漀甀爀 渀攀砀琀 洀漀瘀攀㼀
䴀愀渀礀 瀀愀琀栀猀Ⰰ 漀渀攀 挀漀爀爀攀挀琀 爀漀甀琀攀 䘀漀氀氀漀眀 吀䘀䌀 愀氀漀渀最 琀栀攀 爀漀甀琀攀 琀漀 猀甀挀挀攀猀猀 䘀椀爀猀琀 琀栀愀琀 挀漀爀爀攀挀琀氀礀
挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀
S107 The New Tax Reform is HereCRYSTAL C-F | FOS TAX
The new tax reform brings many new changes to both businesses and individuals This session will explore how tax reform will affect governments your workplace and your taxes
M John Roland Jr VP MIL Corporation
S108 Getting Through the Report Writing and Review Process Without Losing Your SanityCRYSTAL H | FOS AUD
Yoursquove completed the audit and found resultshellip if you could just get it out the door Join us in discussing how auditors communications analysts and senior managers can work together to maximize a reportrsquos readability and effectiveness mdash while remaining collegial
M Mark Bell AIG Audits NSF
4 ndash 450 pm
S109 Managementrsquos Discussion and Analysis Bridging the lsquoGAAPrsquoCRYSTAL C-F | FOS ACC
Managementrsquos discussion and analysis is a key component of financial reporting It tells the reporting entityrsquos story regarding operations service levels successes challenges and future expectations This session will discuss the challenges in concisely achieving GAAP requirements with todayrsquos abundance of data
M Wendy Morton-Huddleston Principal Grant Thornton LLP
S110 Effective Audit and Audit Resolution PracticesCRYSTAL M-Q | FOS AUD
This session will examine both the roles of the auditor and auditee using the Cooperative Audit Resolution and Oversight Initiative (CAROI) The session will highlight resolving audit findings successfully using the viewpoints and evidence from both aspects It will also emphasize the engagement of the proper stakeholders and responsible parties
M Dave LeBlanc SVP-at-Large AGA
S111 Hot Off the Press The New and Improved Yellow BookCRYSTAL H | FOS AUDG
The 2017 Yellow Book represents a modernized version of the standards and helps auditors hold the organizations they audit accountable Panelists will explore the new requirements included in the book such as those related to auditor ethics independence and professional judgment and competence
M Berri Davis Dir GAO
S112 IgniteCANARY 1-2 | FOS PD
During this fast-paced fun and entertaining session each presenter has 20 slides mdash which auto-advance every 15 seconds mdash to tell their personal story This might be bold and possibly brash but it wonrsquot be boring
M Susan Fritzlen COO AGA
5 ndash 7 pm
Welcome Event with ExhibitorsROYALSABALSAGO
12 AGACGFM | PDT18
Agenda mdash Sunday ModeratorM
Check PDT app for speakers
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
AGA PDT 2018 | ORLANDO 13
Sunday mdash AgendaGlossary on page 54Check PDT app for speakers
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
PiYotrade LIVE mdash sweat and burn calories with fusion-style movements inspired by yoga and Pilates This class incorporates dynamic balance strength flexibility and functional training with upbeat music All levels welcome and no equipment is needed Prizes will be given daily plus a grand prize
630 am ndash 4 pm
Registration Open
7 ndash 8 am
Continental Breakfast with ExhibitorsROYALSABALSAGO
8 ndash 830 am
Opening CeremonyCYPRESS BALLROOM
830 ndash 945 am
M100 Plenary Session Monday MorningCYPRESS BALLROOM | FOS ACCG
Hear GAOrsquos comptroller general discuss changes from last yearrsquos US government financial position progress on key GAO initiatives and what GAO and auditors might look forward to in the future
Gene Dodaro Comptroller General GAO
M Ann Ebberts CEO AGA
945 ndash 1030 am
Coffee Break with ExhibitorsROYALSABALSAGO
1030 ndash 1145 am
M101 Wersquove Got the Data Now WhatGRAND 12-14 | FOS ACC
With the DATA Act data is becoming more consistent and reliable Agencies have a plethora of interesting federal obligation and spending data at its fingertips While some agencies see it only as an exercise in compliance others are starting to realize there is a lot of potential with this data Join this session to explore these points hellip and more
M Dave Mader Chief Strategy Officer Deloitte Consulting
14 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
M103 Natural Disasters and Accountability Related to Government FundingCRYSTAL C-F | FOS AUDG
Congress has allocated tens of billions of dollars in disaster-related aid to help communities recover from the devastating hurricanes and wildfires of 2017 States and local governments are also supporting this recovery During this session hear what agencies are doing to ensure government accountability for such aid
M Berri Davis Dir GAO
M104 Building the Future Workforce for StateLocal GovernmentsCRYSTAL H | FOS BMO
How are state and local government leaders recruiting and attracting the next generation of accountants Join the roundtable to see how different offices are fighting back against the ldquosilver tsunamirdquo
M Lealan Miller AGA FMSB Chair
M105 Driving Competitive Advantage with TBMCRYSTAL K-L | FOS BMO
Like any new method process or automation tool Technology Business Management (TBM) will impact federal agencies their technology management and business teams Join this session to learn more about how TBM is creating standards and business views that are meaningful to CIOs and CFOs
M Kevin Greer VP CGI Federal
M106 Accelerating Shared Services for Finance and Accounting OperationsGRAND 9-11 | FOS BMO
For nearly 20 years the federal government has been considering the use of shared services Progress has been slow especially in the area of consolidating duplication and overlap in areas such as finance and accounting This panel examines approaches to accelerate shared services in operations
M Rowan Miranda CFO Advisory Practice Leader Accenture Federal Services
M107 Advanced Process Automation Increasing Productivity with RoboticsCANARY 3-4 | FOS IT
The Fiscal Service and other federal agencies are testing robotic process automation to minimize repeatable manual operations in core financial management processes Learn about future trends in the financial industry along with potential applications that will transform the financial management community Senior leaders across agencies will share trends and discuss the priorities ahead This session will be of interest to the federal state and private sectors
M Craig Fischer Program Mgr Fiscal Service
AGA PDT 2018 | ORLANDO 15
Monday mdash AgendaGlossary on page 54Check PDT app for speakers
M108 OCFO of the Future mdash What Does It Look LikeCRYSTAL M-Q | FOS MGMT
What does the OCFO look like in the age of robotics Blockchain data analytics and cloud computing Attend this session to hear from an expert panel to learn what CFOs are doing to integrate new technology into their organizations and their roles
M Joe Kull Dir Guidehouse
M109 Taking Care of CustomersCRYTAL A-B | FOS PD
Customers are people too hellip and the reason you exist But when has anyone ever trained you to deal with them Take a moment to learn some elements of what it means to take care of customers with more stories and more energy thatrsquoll give you something to think about
M Mary Peterman Dep Chief Finance and Procurement AOUSC
1145 am ndash 1 pm
Luncheon and Awards CeremonyCYPRESS BALLROOM
1 ndash 150 pm
M110 Plenary Session Curing Adultitis mdash Your Prescription for Less Stress and More SuccessCYPRESS BALLROOM | FOS PD
Adultitis is an epidemic that is coming hard after us every day It infiltrates even the best environments producing stress and burnout Learn practical tips for reclaiming your passion bringing more fun and less stress to the job at hand
Jason Kotecki Artist Author Founder of Escape Adulthood
M Mark Easton Dep CFO ndash Comptroller DoD
205 ndash 320 pm
M111 Itrsquos a Disaster Before During and AfterCRYSTAL A-B | FOS ACC
Is your agency equipped for a disaster Hear from federal state and local officials about the challenges and best practices when preparing for responding to and accounting for disasters
M Mary Peterman Dep Chief Finance and Procurement AOUSC
M112 Governance Over Financial Statements IT Control RiskGRAND 9-11 | FOS ACCG
Join a panel of experts as they discuss key resources in the federal space In particular the experts will take a closer look at a management assessment framework for IT general controls in support of the annual assurance process and conclusions
M Scoey Alexander Sr Mgr Kearney amp Company
CGFMs donrsquot forget to wear red or apparel with the CGFM logo
on Tuesday to celebrate CGFM Day
16 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
M113 Lessons Learned from Real-life FraudsCRYSTAL C-F | FOS AUDG
This session will feature presentations of frauds committed by state and local governments Panelists will also discuss how the perpetrators circumvented controls or took advantage of the absence of controls
M Maribeth McCarthy Dir Bus Dev Mastercard
M114 Conducting Audits in Challenging EnvironmentsCRYSTAL K-L | FOS AUDG
Conducting audits in unique environments presents challenges Whether itrsquos in a remote village on the other side of the world in the middle of a disaster or at an unexpected location here at home mdash this session highlights some of these challenges and discusses strategies for overcoming them
M Sal Ercolano Sr Advisor Williams Adley
Follow us guidehouse_us linkedincomcompanyguidehouse-us
Introducing Guidehouse formerly PwC Public Sector oering the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected We invite you to learn more at guidehousecom
copy 2018 Guidehouse
Hi wersquore (not so) new here
AGA PDT 2018 | ORLANDO 17
Monday mdash AgendaGlossary on page 54Check PDT app for speakers
M115 DATA Act Opportunities to Become More Data-DrivenGRAND 12-14 | FOS FIN
Hear about steps Treasury and other federal agencies have taken to improve the quality of the data published on USAspendinggov and explore opportunities for federal state and local governments to use the data to improve performance and outcomes
M Aileen Burgman Sr Policy Analyst Treasury
M116 ldquoKnock Knock rdquo ldquoWhorsquos ThererdquoCRYSTAL H | FOS IT
New innovations in cognitive technology and authentication give government officials a better understanding of who is ldquoknockingrdquo at the door Through cognitive technology digital identity will not only allow government to more effectively and efficiently police access but it will enable citizens to safely electronically engage with government This session will explore digital identity and the new role it can serve as it moves from policing to enabling access
M Tony Hubbard Principal KPMG
M117 Governmentrsquos Blockchain Journey mdash Lessons LearnedCANARY 1-2 | FOS IT
Blockchain has potential to bring security efficiency and speed to a range of services and processes How should agencies look to incorporate Blockchain into the way they function today Panelists will share successes pain points and lessons learned from standing up solutions from Blockchain technology
M Christina Canavan Dir Deloitte
M118 CFO and CIOs 2018 Models for Synergy and SuccessCANARY 3-4 | FOS MGMT
CFO and CIO experts discuss the intersection of policies and management issues that impact them The session will also discuss how these leaders can work together to improve efficiency and transparency reduce risk and strengthen the workforce offering models for success
M Daniel Meers Natrsquol Leader Transformation RSM LLP
M119 The Art of Tinkering Tiny Ways to Transform EverythingCRYSTAL M-Q | FOS PD
Drive innovation achieve new levels of happiness and uncover hidden opportunities by learning the art of tinkering In times of uncertainty and change the small things really do make the biggest difference
M Lisa Casias Dep Asst Secrsquoy for Administration Commerce
320 ndash 4 pm
Coffee Break with ExhibitorsROYALSABALSAGO
More than one concurrent session you want to attend
Donrsquot forget recorded sessions will be archived and available for one year
18 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
4 ndash 515 pm
M120 Audit Tips for Federal Disaster Response EffortsCANARY 3-4 | FOS AUDG
Hear about lessons learned and advice for auditing federal disasters The panel will discuss prior audit findings recom-mendations and tips from previous audits Attendees will also learn insights from Emergency Management Oversight Teams
M Steve Rickrode Dep Asst IG for Audit USDAndashOIG
M121 Financial Audits or Performance AuditsCANARY 1-2 | FOS AUDG
Financial audits have been the backbone of audit shops in state and local government Recently though some of these organi-zations have redirected their efforts into performance audits to give legislators more information on how agencies are meeting their missions This session will explore the differences and similarities between these two audit models and which one could best serve your organization
M Gerry Boaz Tech Mgr TN Div of State Audit
M122 March of the Robots mdash Join the ParadeCRYSTAL H | FOS IT
Software robots or ldquobotsrdquo operate like humans and our understanding of them continue to rapidly evolve During this session the panel will explore experiences of three organizations now implementing intelligent automation solutions
M Kirke Everson Managing Dir KPMG
M123 Moving Federal Financials to the Cloud Two Case StudiesROOM CRYSTAL K-L | FOS IT
Remaining status quo when it comes to financial management systems can cost your agency time and money Join this session to hear from agencies who have eliminated barriers towards growth and moved their agencyrsquos financial management systems to a secure compliant agile and forward-thinking model
M John Nemoto VP Hybrid IT CGI Federal
M124 Swamped and Overwhelmed How to Cope with Data Overload CRYSTAL A-B | FOS MGMT
Agencies have amassed large volumes of data about business operations services and customers Few agencies though have fully tapped this resource to measure and improve performance This panel describes how data can better support federal agency performance management efforts
M Kris Naleszkiewicz Sr MgrndashFinance Analytics Lead Accenture Federal Services
M125 Leadership Gold NuggetsCRYSTAL M-Q | FOS PD
Participants will learn ldquogold nuggetsrdquo of leadership wisdom accumulated during decades of studying practicing and teaching leadership This session will include a panel discussion of these leadership fundamentals and their application in a variety of professional accountability careers
M Paul Barrett Professor Longwood Univ
AGA PDT 2018 | ORLANDO 19
Monday mdash AgendaGlossary on page 54Check PDT app for speakers
M126 What Caused My Risk GRAND 12-14 | FOS STAT
Root cause analysis is often a forgotten element of resolving issues because the focus tends to be more on correcting the issue than evaluating the cause This session will feature this proactive approach to problem resolution to help prevent issues from happening in the future
M Kenneth Donohue Former HUD IG
M127 Ethics in the WorkplaceCRYSTAL C-F | FOS BETH
This session will cover the components of ethical behavior as well as the need to maintain an ethical environment in the workplace Participants will learn tips and techniques to create and maintain an environment that is ethical and conducive to the mission of the organization
M Marsi Woody Financial Exec Officer Idaho State Police
M128 Citizen-Centric Reporting mdash Turning Data Into InformationGRAND 9-11 | FOS ACCG
Hear how AGArsquos Citizen-Centric Reporting (CCR) can be used as an electronic portal to an agency See examples of how agencies have taken enormous amounts of data found on government websites and turned it into pages of focused and easy to read information for the consumer and citizen
M John Lynskey Controller NSF
515 ndash 630 pm
Monday Event with ExhibitorsROYALSABALSAGO
20 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
Health and Dental benefits designed exclusively for federal employees retirees and their families
We stand by you
gehahealth
gehacom
8008216136
OR-ADS-0318-004
Health and Dental benefits designed exclusively for federal employees retirees and their families
We stand by you
gehahealth
gehacom
8008216136
OR-ADS-0318-004
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
See description on page 14
630 am ndash 4 pm
Registration Open
7 ndash 8 am
Continental Breakfast with ExhibitorsROYALSABALSAGO
8 ndash 915 am
T100 Plenary Session Leading from Any SeatCYPRESS BALLROOM | FOS PD
With real-world stories and insights from in and out of the cockpit Shannon Huffman Polson offers tangible leadership lessons for you to seek out your own targets and incorporate them into your own profession By examining leadership and situational challenges Shannon empowers others to lead and thrive in any dynamic environment
Shannon Huffman Polson Former US Army Captain and Pilot
M Doug Glenn AGA Immediate PNP
930 ndash 1020 am
T101 A Future Financial Reporting ModelCRYSTAL M-Q | FOS ACCG
Data and tools exist to provide consumable financial data to internal and external users by providing multiple ways of finding answers What if the data and tools were integrated into a digital model Join this session to learn how digitized data can reinvigorate the way we communicate and interact with financial information
M Tasha Austin Sr Mgr Deloitte
T102 Emerging Issues in State Government AccountabilityCRYSTAL C-F | FOS FIN
States often face many demands on their operation mdash coming from both a local and federal level This session will explore how two states are dealing with these pressures and what the future balancing act of demands looks like for them
M Melinda Miguel Dep IG AOC
T103 Leveraging Data Analytics Transforming Data Into Better DecisionsCRYSTAL H | FOS AUD
As data analytics become more commonplace in government agencies can leverage analytics tools to make better decisions and improve the effectiveness and efficiency of their programs This session will explore how analytics can be used to enhance decision-making
M Shivendra Verma Principal Grant Thornton LLP
PDT18 Follow us
AGACGFM
22 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T104 Implementing the Revised OMB Circular A-123 Appendix ACANARY 1-2 | FOS AUDG
This session will focus on the newly released revision to OMB Circular A-123 Appendix A Hear about the renewed focus on data quality planning as well as flexibilities provided around agency control activities
M David Zavada Sr Partner Kearney amp Company
T105 What Are Subrecipients Doing with Your MoneyGRAND 9-11 | FOS BMO
During this session attendees will hear what a subrecipient monitoring program should include
M Nasr Fahmy Asst Dir for Financial Assistance Oversight DHSOCFOFinancial Assistance Policy and Oversight
T106 Letrsquos Get Uncomfortable and Talk About Sexual HarassmentCANARY 3-4 | FOS HR
Victims of sexual harassment are speaking up and the alleged harassers are being exposed Join this important and timely session to learn what you can do to prevent sexual harassment in your workplace and create a safer work environment
M Karen Wilson Principal Public Sector Practice Guidehouse
T107 Hey Bot mdash What Can You Do for MeCRYSTAL K-L | FOS IT
Robotic Process Automation (RPA) has found its way into the government This session will discuss how federal agencies are currently using RPA and the potential for leveraging cognitive automation and artificial intelligence as the next steps in the intelligent automation process
M Adam Goldberg Exec Architect Fiscal Service
T108 Next Generation ERP Systems for Federal AgenciesGRAND 12-14 | FOS MGMT
This panel will examine ldquowhatrsquos nextrdquo for ERP systems at a time when many federal agencies need to modernize their financial systems This session will debate on-premise vs cloud single vendor vs best of breed agency owned and maintained vs shared services and outsourced support
M James Harris Finance and Enterprise Performance ndash Sr Mgr Accenture Federal Services
T109 Managing Large Complex Federally Funded Grants and ContractsCRYSTAL A-B | FOS SK
Increased scrutiny of large complex grants and contracts require agencies better assess their project risks develop mitigation strategies and monitor outcomes This session covers approaches to manage civilian and military construction projects measure earned-value and improve outcomes
M Bert Nuehring Partner Crowe LLP
AGA PDT 2018 | ORLANDO 23
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
930 ndash 11 am
Professional Ethics Board MeetingWASHINGTON
1020 ndash 11 am
Coffee Break with ExhibitorsROYALSABALSAGO
11 ndash 1150 am
T110 Innovations in Public PerformanceCRYSTAL K-L | FOS ACCG
Not surprisingly citizens want to know what they are getting for their tax dollars Panelists will discuss the performance measures and innovative techniques for engaging citizens developed by governments to help inform taxpayers
M Shivendra Verma Principal Grant Thornton LLP
T111 Setting the Foundation for TransparencyCRYSTAL A-B | FOS ACCG
This is a discussion of lessons learned from the first year of the DATA Act and next steps to improving transparency This session will discuss one agencyrsquos approach to successfully implementing the Act and next steps to improving its results
M Robert Shope Partner EY
T112 Federal Financial Audit Approach AlternativesGRAND 12-14 | FOS AUD
This session will share ideas identified by a federal CFO council workgroup to improve the nexus of costs benefits risks and burdens of the Agency Financial Report audit process
M Scott Bell Sr Staff Accountant Treasury
T113 How to Integrate Non-financial and Financial ReportingCRYSTAL M-Q | FOS AUDG
Explore how agencies leverage internal control over financial reporting organization structure knowledge and tools to address non-financial internal control requirements
M Jon Rymer Dir Lynch Consultants LLC
T114 Go Green From Overhead to Higher Training BudgetsCANARY 1-2 | FOS FIN
This session will discuss ways a department agency or business can decrease costs and allocate more resources towards employee training and professional development
M Chidilim Okonkno Systems Accountant NASA
T115 Where Did My Data Go and Why Should I CareCRYSTAL C-F | FOS IT
How have breaches and data disclosure incidents affected organizations from an economic and reputational perspective This session will discuss the impact of ransomware and other malicious attacks that restrict access to modify or delete your data
M Sarah Mirzakhani IT Principal CliftonLarsonAllen LLP
24 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T116 Application of Emotional IntelligenceCRYSTAL H | FOS PD
Everyone has dealt with ldquodifficultrdquo co-workers and individuals This session will explore how to handle different types of personalities by growing your own emotional intelligence
M Megan Gaillard Dir of Audit Palm Beach Co ndash OIG
T117 CFO SurveyGRAND 9-11 | FOS ACCG
This yearrsquos AGA CFO survey focuses on the tools and processes needed to help agencies address current budgetary challenges and mandates Join this session to hear the results of the online and in-person survey and discuss the findings with a panel of current and former CFOs
M Jim Taylor Managing Dir Grant Thornton LLP
copy 2018 Becker Professional Education Corporation All rights reserved
The knowledge you need to help prepare you for the next level of success
Becker Continuing Professional Education
Whether yoursquore a CPA CGFM CDFM DoD FMCIA CFE CMA or need GAGAS Becker offers Continuing Professional Education (CPE) tohelp meet your needs
With Becker CPE your accounting audit and fi nance professionals receive the timelyand relevant knowledge needed to help themstay ahead
Take advantage of our Subscription Program for unlimited use of Beckerrsquos CPE
+ Special rate forGovernment Agencies
+ Live Webcast and OnDemand formats(24x7 access)
+ Includes streaming videoand video courses
For more details on this program please visit agacgfmorgonlineCPE or contact John Gioeli at jgioelibeckercom
AGA PDT 2018 | ORLANDO 25
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T118 Letrsquos Get Uncomfortable and Talk About Sexual Harassment (repeat session)CANARY 3-4 | FOS HR
See description on page 23
M Karen Wilson Principal Public Sector Practice Guidehouse
1150 am ndash 1250 pm
Luncheon and Awards CeremonyCYPRESS BALLROOM See page 41
105 ndash 220 pm
T119 Certified Government Financial Manager (CGFM)CRYSTAL A-B | FOS PD
Discover the value of the CGFM designation Participants will hear from colleagues on why they pursued this certification and how it has helped advance their careers and distinguish them from others in their field You will also learn tips for preparing for the three CGFM exams
M Katya Silver Dir of Professional Certification AGA
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
T120 Leadership Ethics and Decision Making in Early AuditsCRYSTAL K-L | FOS BETH
Everyone is faced with various levels of ethical dilemmas at work and leadership can often create a culture that promotes unethical behavior without realizing the consequences Join this session to explore how ethics are integral to the behavior of employees and the impact of the behavior on early audits
M Robert Hart Sr Mgr EY
T121 Disrupting Improper PaymentsCRYSTAL H | FOS IT
Preventing improper payments is a government-wide challenge Join this session to learn how to make significant improvements and leverage disruptive technology to promote data sharing recipient authentication and encourage stakeholder collaboration Panelists will share best practices and explore ways to address root causes
M Steven Bernstein Exec Dir Electronic Payments Product Exec JP Morgan Treasury Svcs
T122 Fraud in Federal Assistance ProgramsCRYSTAL C-F | FOS AUDG
This session will give attendees an in-depth look at how fraud in federal programs was handled by state agencies federal grantors and state prosecutors This topic will explore case studies on the Summer Food Service Program and the Child and Adult Care Food Program
M Jeff Hart AGA PNP
Like us on
26 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T123 AGArsquos Grant Survey Improving Grantee ComplianceGRAND 12-14 | FOS MGMT
Recognizing challenges with grantee compliance AGA conducted a nationwide survey of federal grant recipients on implementation issues related to the Uniform Guidance (2 CFR 200) This session will focus on strategies and activities to address the most troubling areas identified by respondents
M James McKay Principal SME Grants Management Line of Business KGS
T124 Agency Risk Profile Lessons Learned and ValueCANARY 1-2 | FOS MGMT
This session will focus on agenciesrsquo experience from their A-123 Risk Profile definition process This session will include discussion of lessons learned outcomes achieved and value created
M Daniella Datskovska Dir ERM and Internal Control TFC Consulting Inc
Helping you succeed is ours Learn more at KPMGcomusfederal
Anticipate tomorrow Deliver today
copy 2017 KPMG LLP a Delaware limited liability partnership and the US member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (ldquoKPMG Internationalrdquo) a Swiss entity Some of the services or offerings provided by KPMG LLP are not permissible for its audit clients or affiliates NDPPS 677263
Your business is serving the public
AGA PDT 2018 | ORLANDO 27
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T125 Conflict in the Workplace Surviving and ResolvingCRYSTAL M-Q | FOS PD
Explore the types and causes of conflict in the workplace Participants will learn how to handle and manage conflict in the workplace Experts will share techniques for dealing with co-workers supervisors and staff in various situations involving both positive and negative conflicts
M Peggy Javery Acting Assoc CFO USDA
T126 FASAB Update Leases and More to ComeCANARY 3-4 | FOS ACCG
Hear from FASAB staff about recently-issued standards open proposals and proposals under development FASAB staff will discuss implementation of the new standards Additionally insights regarding new developments will be shared along with tips to help you prepare
M Wendy Payne Exec Dir FASAB
105 ndash 325 pm
EXEC2 AGA Digital Executive Session (invitation only)GRAND 9-11 | FOS IT
Learn about emerging technologies that may soon change the way you support your organizationrsquos mission Understand priorities challenges issues and opportunities from government leaders Engage in a highly interactive and engaging discussion on the latest strategies for digital transformation and exchange ideas and solutions with colleagues that you can bring back to your organization
M Kevin Greer VP CGI Federal
235 ndash 325 pm
T127 Medicaid The Elephant in the RoomCANARY 3-4 | FOS ACCG
Medicaid is a critical service in the lives of millions of Americans It is also a major expense for both federal and state entities This session will explore the ways that federal managers and state auditors are collaborating to make sure that these allocated dollars are spent wisely
M Kinney Poynter Exec Dir NASACT
T128 Path to Auditability Implementing New FASAB StandardsCANARY 1-2 | FOS ACCG
This session will provide an understanding of SFFAS 48 Opening Balances for Inventory Operating Materials and Supplies Stockpile and SFFAS 50 Establishing Open Balances for General Property Plant and Equipment and discuss tips for successful implementation Additionally participants will hear about implementing the standards mdash including the pitfalls and best practices for success
M Eveka Rodriguez Partner Grant Thornton LLP
T129 Data Analytics for FraudCRYSTAL A-B | FOS AUDG
Proactive data monitoring and use of data analytics can prevent your entity from being subject to a public fraud This session will show attendees how proactive data analysis techniques and tools can save money prevent bad publicity and detect fraud faster with fewer resources
M Sarah Hays Programming Dir Data Coalition
28 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T130 Planning for Federal Funding DecreasesCRYSTAL C-F | FOS FIN
State and local governments federal funding sources are always in flux This session will feature a panel of state and local government leaders discussing what plans they have in place in the event of a reduction of federal funds
M Lealan Miller AGA FMSB Chair
T131 My Data Was Just BreachedCRYSTAL K-L | FOS IT
Access to data is key to effective analytics However with recent data breaches security standards around data transfer and storage have tightened This session discusses steps to follow to ensure secure handling of data in analytics programs
M Phil Magrogan COO Immersion Consulting
MAKES A DIFFERENCE
Find the six dierences in the two photos Present at booth 202 for your prize
2677 Prosperity Avenue Suite 100 Fairfax Virginia 22031 wwwkforcegovcom Kforce_govKGS
RISKMANAGEMENT
COMPLIANCE ampAUDIT SERVICES
GRANTSMANAGEMENT
FINANCIALIMPROVEMENT
FINANCIALTECHNOLOGY
AGA PDT 2018 | ORLANDO 29
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T132 Communicating Effectively Skills and TechniquesCRYSTAL M-Q | FOS COMS
Improve your communication skills with colleagues customers supervisors and staff mdash and learn how to adjust styles based on with whom you communicate verbally vocally and visually This interactive session will address the needs concerns and frustrations of communicating effectively in todayrsquos workplace
M Dave LeBlanc SVP-at-Large AGA
T133 The Presidentrsquos Management Agenda and the Uniform GuidanceCRYSTAL C-F | FOS MGMT
The Presidentrsquos Management Agenda (PMA) was released in March 2018 This session will discuss the PMA Cross Agency Priority (CAP) Goal 8 Results-Oriented Accountability for Grants This session will also discuss the connectivity between OMBrsquos Uniform Guidance the PMA and the future vision for the world of grants
M Charles Hester InstructorConsultant AGA RVPndashWest Coast Region
325 ndash 405 pm
Coffee Break with ExhibitorsROYALSABALSAGO
330 ndash 545 pm
Young Professionals RoundtableMIAMI | FOS PD
Hear what accomplished leaders deem essential success factors for young professionals in todayrsquos ever-changing and challenging government financial management environment Interactive QampA will focus on leadership networking communication mentorship advancement and change management Speed networking session immediately follows for participants
405 ndash 455 pm
T134 Uniform Guidance Year Three mdash What You Still Donrsquot KnowCANARY 1-2 | FOS AUDG
The Uniform Guidance has been in effect for more than three years yet there are still several aspects to implement This presentation will explore those topics as well as best practices identified over the past three years
M Lealan Miller AGA FMSB Chair
T135 Protect Taxpayer DollarsGRAND 12-14 | FOS AUDG
Government vendors have larger and more contractual requirements which can lead to greater need for vendor audits Join this session to explore how vendors are audited to make sure they provide the government with the full set of contracted services and ultimately protect taxpayer dollars
M Kim Farington CFO FirstNetHave session ideas
for PDT 2019Join the PDT technical
committee email meetingsagacgfmorg
30 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
ARE YOU READY
cohnreznickcomindustriespublic-sector
CohnReznick helps forward-thinking public sector organizations address stringent regulatory requirements strengthen risk managementand achieve their business goals
Visit Us at Booth 302
T136 Improving Federal Government Employee MoraleCRYSTAL M-Q | FOS HR
What resources are available in the federal government structure to keep employees engaged and satisfied Are there things that the finance community can and should be doing to support employee morale in their agencies This session will explore how government offices can make changes that can result in higher productivity and employee engagement
M Anthony Scardino Dep Under Secrsquoy and Dep Dir USPTO
T137 Process Robotics Building Finance Bots LIVECRYSTAL A-B | FOS IT
Hear from digital labor experts about how operations improvements with robotics and cognitive solutions can drive greater efficiency cost management and employee morale This session will also feature a live demo of digital labor currently in action at a federal agency
M Chris Huff US Public Sector RPA Lead Deloitte Consulting LLP
AGA PDT 2018 | ORLANDO 31
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T138 Be Our Guest Magical Service for Finance CustomersCRYSTAL C-F | FOS MGMT
Disney has legendary customer service Hear about the practices taught by the Disney Institute and learn how you can deliver world-class financial accounting and audit services in your own organization
M Reed Waller Asst Dir Financial Management Initiatives Group DOJ
T139 Next Generation Leaders New Skills and New NeedsCRYSTAL H | FOS PD
Much has been discussed about millennials in the workplace but what are the keys to building the younger generation into effective leaders This session will explore how their immersion in technology gives them strengths and challenges when taking on new responsibilities as leaders in the federal workplace
M Doreen Shute Managing Principal CliftonLarsonAllen LLP
T140 Program Evaluation mdash Letrsquos Tell the TruthCRYSTAL K-L | FOS MGMT
This session will discuss the benefits of conducting program evaluations to determine program effectiveness support data analyses and make informed budget decisions Hear from federal state and local representatives who have conducted program evaluations and learn how the results were used
M Robert Tuccillo CFO Federal Transit Administration
T141 Look No Further Intergovernmental Job Aids to the RescueGRAND 9-11 | FOS ACCG
Learn about available tools guides and job aids for all levels of government developed by AGArsquos Intergovernmental Partnership (IP) program During this session government leaders will showcase tools and other resources available on AGArsquos website (wwwagacgfmorgtools-resources)
M Clark Partridge State Controller AZ
405 ndash 530 pm
Corporate Partner Advisory Group (CPAG) MeetingNEW ORLEANS
CPAG representatives and those from organizations interested in joining the program are invited to participate in this annual business meeting This meeting is an excellent opportunity to network with other corporate partner representatives and learn how to maximize your organizationrsquos partnership with AGA
8 ndash 10 pm
AGA Networking ReceptionMARRIOTT HOTEL LOBBY BAR
Join us for some after-dinner networking and socializing
32 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
See description on page 14
630 am ndash 4 pm
Registration Open
715 ndash 815 am
National Awards BreakfastCYPRESS BALLROOM
820 ndash 910 am
W100 Plenary Session OMBTreasuryDoD UpdateCYPRESS BALLROOM | FOS ACCG
David Lebryk Fiscal Asst Secrsquoy Treasury
David Norquist Under Secrsquoy of Defense (Comptroller) CFO DoD
Tim Soltis Dep Controller OMB
M Ann Ebberts CEO AGA
910 ndash 10 am
W101 Plenary Session Innovate the Way You InnovateCYPRESS BALLROOM | FOS PD
Learn how to create a culture of innovation within your organization Mr Shapiro will highlight how to use a challenge-centered approach to measure innovation the process of experimentation and how to maximize return on investments
Stephen Shapiro Innovation Expert
10 ndash 1030 am
Coffee BreakCRYSTAL FOYER
1030 ndash 1145 am
W102 One on One with GASB mdash An UpdateGRAND 9-11 | FOS ACCG
Meet with members of the GASB to receive the most up-to-date information regarding GASB standards exposure drafts and other projects that affect governments and their auditors
M Lealan Miller AGA FMSB Chair
W103 DoD Audit UpdateCANARY 1-2 | FOS AUD
This session will focus on the major audit and financial improvement activities underway across DoD
M Bryan Nelms Principal Kearney amp Company
W104 Understanding and Using the New Service Organization Control ReportsCANARY 3-4 | FOS AUDG
This session will discuss the significant changes underlying the new service organization control reports issued under AT-C 320 (formerly SSAE 16)
M Asif Khan Dir FM and Assurance GAO
W105 Managing in the Changing Workplace EnvironmentCRYSTAL A-B | FOS HR
Hear about the techniques and tools available to managers to maintain a team-building environment with a significant number of employees teleworking
M Thalia Melendez Dir of Audit Svcs NY State Educ Dept
AGA PDT 2018 | ORLANDO 33
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W106 Data All Around Us mdash CFOrsquos Move to a New NormalCRYSTAL M-Q | FOS IT
Advanced data analytics have turned data into powerful insights to manage programs and enhance the citizen experience as never before This session will explore how the availability of data is changing the role of the CFO
M Jorge Asef-Sargent Partner KPMG LLP
W107 How Emerging Technologies Will Transform Payments and CollectionsCRYSTAL K-L | FOS IT
Payments and collections are fertile ground for emerging technologies Artificial intelligence robotics Blockchain big data and the continued digitization of commerce will continue to transform payments and collections Panelists will share their futurist views of the payments and collections landscape
M Joe Hussey Managing Dir JP Morgan Treasury Services
W108 Cloud Enterprise Reporting mdash The FIRST FrontierCRYSTAL C-F | FOS IT
This session will explore cloud enterprise reporting Attendees will learn how to utilize the cloud to streamline external reporting by ingestion data centrally and then maximizing the utility of data to enhance integrity and inform management decisions
M Demek Adams Principal Grant Thornton LLP
W109 Annual Womenrsquos Forum Leading in Life and CareerCRYSTAL H | FOS PD
Empowered women are a cornerstone of effective government and a more competitive federal state and local workforce of the future Join this powerful annual convening of women leaders in accounting finance and technology as they discuss their journey and careers with high-impact and meaning
M Tracey Walker Natrsquol Dir Govt Affairs Culture Diversity and Inclusion RSM US LLP
W110 Federal Financial Standards Will We Get ThereGRAND 12-14 | FOS ACCG
Department of the Treasuryrsquos Office of Financial Innovation and Transformation (FIT) is defining federal financial standard references to promote innovation a common knowledge base and processes to improve interoperability of federal systems Join this session for an update on FITrsquos work and the expected benefits of this initiative
M Marshall Henry FM Program Manager Treasury Fiscal Service
1145 am ndash 1245 pm
National Awards LuncheonCYPRESS BALLROOM
1 ndash 2 pm
Financial Management Standards Board MeetingWASHINGTON
34 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1 ndash 215 pm
W111 Conducting Effective Assessments of Internal ControlsCRYSTAL K-L | FOS ACCG
This session will introduce participants to key concepts issues and standards necessary to design and implement policies to achieve the organizationrsquos objectives
M Sefton Boyars ConsultantTrainer Sefton Boyars CGFM CPA
W112 New Fraud Fighters Cryptocurrencies Blockchain and Secure TransactionsCRYSTAL C-F | FOS AUD
Government is inherently a transactional business From deeds to disbursements the quantity of documents governments maintain on paper and digital image continues to grow Criminals are abusing the current processes to commit fraud at an increasing rate Learn how you can use Blockchain to disrupt and combat fraud
M Jay Schulman Principal RSM US LLP
W113 Data Visualization mdash Using Geographic Information Systems as an Audit ToolGRAND 9-11 | FOS AUDG
Geographic Information Systems (GIS) are increasingly being utilized as a tool to present audit information Learn from experts on how recipients of government services using GIS provides a wealth of audit opportunities
M Gwendolyn Sewell Chief Mission Compliance and Audit ReadinessAccounting Air Force
W114 Finance 2020 Embracing the Changes to ComeCRYSTAL A-B | FOS MGMT
What is the role of CFOs and senior finance staff in this rapidly changing digital world This session will explore the evolution in the field from an expense control spreadsheet-driven and retrospective reporting center into a predictive analytics powerhouse
M Scott Quehl Sr Principal Accenture Federal Services
W115 Quality Management ConfrontationGRAND 12-14 | FOS MGMT
How do you optimize resources and maximize efficiency Join our panel of experts as they discuss various topics in performance management and answer questions such as ldquoHow is quality management implemented throughout an organizationrdquo and ldquoHow do you view and plan around resource allocationrdquo
M Wayne Ference Partner Castro amp Company LLC
W116 Enterprise Risk Management Stories from the Front LinesCRYSTAL H | FOS MGMT
For the past two years agencies have been working to implement the changes made to OMB A-123 This session will feature feedback from agency risk officers on whether ERM is living up to expectations
M Tom Carroll CFO AOC
AGA PDT 2018 | ORLANDO 35
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W117 Leadership Keys to SuccessCRYSTAL M-Q | FOS PD
Gain perspective from a senior leader in government about how you can make a difference in your organization This entertaining session will cover how to develop people build trust cultivate relationships and communicate more effectively Leadership is possible at any level of government
M Mary Peterman Dep Chief Finance and Procurement AOUSC
W118 Building an Optimal Analytics-Driven Program Integrity OfficeCANARY 1-2 | FOS MGMT
With the passage of the Fraud Reduction and DATA Act agencies are under increased pressure to have effective program integrity offices that leverage data analytics and focus on outcomes Hear best practices found from a comprehensive pilot project conducted at the VA
M Linda Miller Dir Grant Thornton LLP
W119 Competencies The Thread that BindsCANARY 3-4 | FOS HR
DoD like other agencies is required by law to develop functional competencies to use in strategic workforce planning The DoD FM community developed 24 enterprise-wide FM competencies Learn how these competencies serve as the thread which binds the FM workforce development portfolio into a coherent strategic plan which guides career development
M Jansen Sauvageau SVP PNC Bank
230 ndash 3 pm
AGA National President Gavel ExchangeCYPRESS BALLROOM
3 ndash 4 pm
W120 Closing Plenary Session Shift Your Brilliance Leading Amidst UncertaintyCYPRESS BALLROOM | FOS PD
This session will teach participants how to solve problems get out of the past and think like a leader of the future You will develop an enhanced sense of perspective understand where you shine and learn how to lead without a title to create effective change
Simon Bailey Author amp Inspirational Coach
M John Lynskey AGA 2018ndash2019 National President
6 ndash 11 pm
Presidentrsquos Appreciation ReceptionROYALSABALSAGO
Join us as we celebrate and thank 2017ndash2018 AGA National President Jim Arnette for his service and contributions to AGA and the financial management community
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
36 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
AGA PDT 2018 | ORLANDO 37
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
Please join us in thanking our sponsors for their generous support of AGArsquos 2018 Professional Development Training
PLATINUM SPONSORS
Accenture Federal ServicesVIRTUAL EXPERIENCE
Rowan MirandaManaging Dir CFO Advisory Practice Leadrowanamirandaaccenturefederalcomwwwaccenturefederalcom
Accenture Federal Services a wholly owned subsidiary of Accenture LLP is a US company with offices in Arlington Va Accenturersquos federal business has served every cabinet-level department and 30 of the largest federal organizations Accenture Federal Services transforms bold ideas into breakthrough outcomes for clients at defense intelligence public safety civilian and military health organizations
Grant Thornton LLPTOTE BAGS
Robert SheaPrincipal Global Public Sectorrobertsheausgtcomwwwgranthorntoncompublicsector
Grant Thornton LLP the US member firm of Grant Thornton International is one of six global accounting tax and business advisory organizations Our Global Public Sector based in Alexandria Va is a management consulting business providing responsive and innovative financial performance management and systems solutions to governments and international organizations
GOLD SPONSORS
CGIDIGITAL EXECUTIVE SESSION
Kevin GreerVP Mgmt Consulting KevinGreercgifederalcomwwwcgifederalcomusfederal
A global leader in IT business process and professional services CGI partners with federal agencies to provide end-to-end solutions for defense civilian and intelligence missions Since 1976 we have delivered quality services to help clients achieve results at every stage of the program product and business lifecycle
38 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CliftonLarsonAllenBADGE HOLDERS
Doreen ShuteManaging Principal Fed Govt SvcsDoreenShuteCLAconnectcomwwwCLAconnectcom
CLA is a professional services firm delivering integrated advisory outsourcing and public accounting capabilities to help clients succeed professionally and personally Our practice group members are recognized industry experts and established leaders in the government community We focus on active engagement in the industry a sentiment beyond meeting requirements and standards
DeloitteWATER BOTTLESHYDRATION STATIONS
Colin Duncan Managing Dircoduncandeloittecom wwwdeloittecomusfederal
Deloittersquos Government and Public Services practice consists of more than 12000 professionals across the country serving federal state and local government and higher education clients across consulting and advisory functions bring fresh perspective mdash from inside and outside government mdash to help solve our nationrsquos biggest challenges We bring insights from our client experience and research to drive bold and lasting results People Ideas Technology and Outcomes mdash all Designed for Impact
EYAGA EXECUTIVE SESSION
Bill ColbertPartner PI Financebillcolberteycomwwweycomgovpublicsector
The Government and Public Sector practice of Ernst amp Young LLP provides a full range of consulting and audit services leveraging our experience with both government and commercial clients We deliver real change and measurable results through our diverse high-performing teams operational know-how from across our global organization and bold ideas tailored to each clientrsquos unique mission
AGA PDT 2018 | ORLANDO 39
GOLD SPONSORS (continued)
GuidehouseMONDAY LUNCHEON
Christina VanecekMarketing Mgrcvanecekguidehousecomwwwguidehousecom
Guidehouse formerly PwC Public Sector provides management technology and risk consulting to clients around the world through more than 1600 professionals in 20 locations Now as Guidehouse we offer the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected
Kearney amp CompanyPHOTO BOOTH
Erika SteiningerPartneresteiningerkearneycocomwwwkearneycocom
Kearney amp Company a CPA and consulting firm exclusively serving the Federal Government takes pride in its ability to assist agencies in meeting business objectives and complying with complex requirements Practice areas include Financial Reporting and Accounting Support Internal ControlsA-123 Financial Services Financial Healthcare Services Advisory Services and Program Management
KPMG LLPHOST COMMITTEE SHIRTS MONDAY BREAKFAST
Diane DudleyPartner-in-Charge Fed Auditddudleykpmgcomwwwkpmgcom
For more than 100 years KPMG LLP has assisted the government in the civilian defense and intelligence sectors Today we help these organizations adapt to new environments by working with them to transform business models leverage data protect information assets and provide assurance services while focusing on their mission
40 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
CPAG Small Business CommitteeTUESDAY LUNCHEON
Dedicated members of AGArsquos Small Business Committee are proud to sponsor the 2018 PDT Tuesday Awards Luncheon Thank you to 2nd Wave Castro amp Co Immersion RMA Associates TFC Consulting Trilogy Federal and Watkins Government Services
Get Inspired During PDTthen submit your best practices to the Journal of Government Financial Management by Sept 1 2018
Learn more and view the 2018ndash2019 editorial calendar at wwwagacgfmorgjournal
SILVER SPONSORS
JP MorganTUESDAY BREAKFAST
Denise PetittaExec DirDenisePetittajpmorgancomwwwjpmorgancom
JP Morgan is a premier corporate and investment bank with a full suite of global financial services and capabilities Our clients include the worldrsquos most important corporations governments financial institutions pensions sovereign wealth organizations states and municipalities we offer strategic advice and deliver banking services in more than 100 countries
AGA PDT 2018 | ORLANDO 41
SILVER SPONSORS (continued)
RSM US LLPPDT APP amp WIFI
Mary GoldsmithFed Bus Dev Dirmarygoldsmithrsmuscomwwwrsmuscom
RSM US LLP provides risk financial and technology management consulting services to the public sector We are an inclusive enterprise and support AGA CPAG and Womenrsquos forum We help federal state and local entities improve performance through a comprehensive understanding of their business models internal processes objectives and daily realities
BRASS SPONSORS
Automation AnywhereSTANDING SIGN
Sharon OrsquoNeillHead of Americas Field Marketingsharononeillautomationanywherecom wwwautomationanywherecom
Automation Anywhere is the global leader in enterprise-grade comprehensive Robotic Process Automation software including Cognitive and real-time analytics Over 1000 of the worldrsquos largest brands use our platform to create and manage their Digital Workforce and scale their business processes faster with near-zero error rates while dramatically reducing operational costs
Crowe LLPTUESDAY AM COFFEE BREAK
Bert NeuhringRisk Consulting Partnerbertnuehringcrowecomwwwcrowecom
Crowe LLP is a public accounting consulting and technology firm with offices around the world Crowe uses its deep industry expertise to provide audit services to public and private entities The firm and its subsidiaries also help clients make smart decisions that lead to lasting value with its tax advisory risk and performance services
42 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
BRASS SPONSORS (continued)
MastercardMONDAY AFTERNOON COFFEE BREAK
MariBeth McCarthyVP Bus Leadermaribeth_mccarthymastercardcomwwwmastercardcom
Mastercard (NYSE MA) is a technology company in the global payments industry We operate the worldrsquos fastest payments-processing network connecting consumers financial institutions merchants governments and businesses in more than 210 countries and territories Mastercardrsquos products and solutions make everyday commerce activities easier more secure and more efficient for everyone
PNC BankDIRECTIONAL SIGNAGE
Lauren GradwellAccount MgrLaurengradwellpnccomwwwpnccomideas
PNC is one of the nationrsquos largest financial services organizations providing retail and business banking residential mortgage banking specialized services for corporations and government entities including corporate banking treasury management real estate finance asset-based lending wealth management and asset management We are focused on delivering ideas insight and solutions to our clients to help them maximize the value of their business
Williams AdleyMONDAY MORNING COFFEE BREAK
Melinda BuckBus Dev Leadmbuckwilliamsadleycomwwwwilliamsadleycom
Williams Adley is one of the countryrsquos premier certified public accounting and management consulting firms Our diverse knowledge backgrounds and subject-matter expertise help a wide variety of government agencies and businesses achieve their financial program and information technology goals
AGA PDT 2018 | ORLANDO 43
MEDIA SPONSORS
Government Matters
John Meyer Managing DirjmeyerGovMatterstv wwwGovMatterstv
Government Matters is a television news program dedicated to providing non-partisan information and analysis to federal managers contractors and those supporting the federal marketplace The program airs weeknights in Washington DC on NewsChannel 8 Sunday Mornings on ABC 7 and worldwide on the American Forces Network (AFN)
GOVERNING
Meg Keller Dir of Marketingmkellergoverningcomwwwgoverningcom
For 25 years GOVERNING has been the only publication dedicated to providing the information insight and inspiration state and local leaders need to govern effectively Subscriptions for most state and local government professionals are free as is attendance at most GOVERNING events
Route Fifty
Hilery Sirpis Publisherhsirpisgovexeccomwwwroutefiftycom
Route Fifty a new digital publication and events brand from Atlantic Mediarsquos Government Executive Media Group connects leaders and ideas advancing state and local governments with news insight and resources It facilitates sharing of best practices and ideas among those creating government programs policies and institutions for the 21st century
44 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Play AGArsquos Exhibitor Hunt and win big prizes
including FREE registration to an
upcoming AGA training event
View CPEs Earned
Visit httpsessions ats-leads comagapdt2018 and enter your badge number to view CPEs earned during PDT
Note Only CPEs earned from previous day(s) can be viewed
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VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
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MAIN
VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
MAINENTRANCE
Stop by PDT 2019 Booth 102
Relax RechargeGet a free massage
46 AGACGFM | PDT18
Exhibit Hall Floor Plan
Exhibitors by Booth Number
Company Name Booth
Infor 100 Bureau of the Fiscal Service 101Audimation Services 104American Society of Military Comptrollers 106Kearney Photo Booth 107Graduate School 108 Sehlke Consulting LLC 200Guidehouse 201Kforce Government Solutions Inc 202mLINQS LLC 203RSM US LLP 207GrantSolutions 209ACL Services Ltd 300Williams Adley 301CohnReznick Government 302AOC Solutions 303CGI Federal 306Virtual Experience with Accenture 307Savantage Solutions 308TeraThink Corporation 400Lynch Consultants LLC 401Interior Business Center 402GEHA 403
Company Name Booth
IFAS LLC 407TFC Consulting Inc 409Grant Thornton LLP 500RMA Associates LLC 501Castro amp Company LLC 503KPMG LLP 506AGA Community Service amp Silent Auction 507Kearney amp Company 600EY 601AGA 607J P Morgan 701FI Consulting 703CliftonLarsonAllen LLP 706MorganFranklin Consulting 707Becker Professional Education 709Management Concepts 800Qlik Tech Inc 801U S Army Financial Management Command 802The MIL Corporation 805Immersion Consulting 806Automation Anywhere 809
ACL Services LtdBOOTH 300wwwaclcom
ACL is a global software company with innovative solutions for public sector professionals to keep processes in check and provide higher levels of assurance through team-based analytic approaches ACLrsquos platform has helped over 250 government offices globally to bolster compliance manage risks and assure effective governance Learn more at our booth and wwwaclcom
AGABOOTH 607wwwagacgfmorg
AGA is the member organization for government financial management professionals We lead and encourage change that benefits our field and all citizens Our networking events professional certification publications and ongoing education help members build skills and advance their careers Learn about our thought-leadership library online tools CGFM designation and more
AGA PDT 2018 | ORLANDO 47
Exhibitor Appreciation AGA Corporate Partner
AGA Community Service amp Silent AuctionBOOTH 507
Buy tickets and bid for great prizes in our silent auction including gift certificates gift baskets sports memorabilia vacations and more Proceeds support AGArsquos National Community Service Fund the American Cancer Society the American Heart Association the Humane Society and Habitat for Humanity Winners posted daily present the winning ticket to claim your prize
AGA New Orleans ChapterBACK OF EXHIBIT HALLwwwagacgfmorgneworleans
Stop by our booth to learn more about New Orleans and plan your trip to PDT 2019 scheduled for July 21ndash24 2019 You might win a free PDT 2019 registration
American Society of Military Comptrollers BOOTH 106wwwasmconlineorg
ASMC is the non-profit educational and professional organization for persons military and civilian in the overall field of military comptrollership ASMC promotes the education and training of its members and supports the development and advancement of the military comptrollership profession The society provides professional programs to keep members abreast of current issues and encour-ages the exchange of information techniques and approaches
AOC SolutionsBOOTH 303wwwaocfederalsolutionscom
AOC Solutions Inc is a Service-Disabled Veteran-Owned Business providing financial management federal accounting audit readiness support and technology services AOC thought leaders are dedicated to helping agencies identify better ways to analyze accounting and financial data for cost reduction and increased efficiency
Audimation ServicesBOOTH 104wwwaudimationcom
Audimation Services Inc is the US distributor of CaseWare IDEAreg a powerful user-friendly data analytics software tool designed to help profes-sionals extend auditing capabilities detect fraud and meet documentation standards We specialize in helping organizations streamline audits simplify data acquisition and improve business processes
Automation Anywhere BOOTH 809
See write-up on page 42
Becker Professional EducationBOOTH 709wwwbeckercom
Do you need CPE for CGFMreg CPA or the new DoD FM Certification Come ask about our Government Family Offer Nearly half a million professionals have advanced their careers through our CPE programs including CPA Exam Review PMPreg Exam Review Cybersecurity Six Sigma and more And be sure to check out our new program for Certified Anti-Money Laundering Specialists (CAMS)
Bureau of the Fiscal ServiceBOOTH 101wwwfiscaltreasurygov
The Bureau of the Fiscal Service serves as a catalyst for transforming the way the federal government manages finances and delivers shared services Our passion is improving financial management and shared service delivery through efficient and effective operations and through guidance and assistance to others
48 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Castro amp Company LLCBOOTH 503www castroco com
Headquartered in Washington DC Castro amp Company is an audit advisory and accounting services CPA firm with a strong federal customer focus We are a Minority-Owned Small Business offering the personalized services of a small firm with the full resources and quality expected from a larger CPA firm
CGI FederalBOOTH 306
See write-up on page 38
CliftonLarsonAllen LLPBOOTH 706
See write-up on page 39
CohnReznick GovernmentBOOTH 302www cohnreznick com
CohnReznick Government provides audit accounting and financial management compliance risk and integrity monitoring program and project management and disaster response and recovery Our comprehensive project management approach provides clients with reliable processes and delivers accounting insights to help government organizations improve communication administer fiscal and operational strategies and meet compliance requirements
EYBOOTH 601
See write-up on page 39
FI ConsultingBOOTH 703www ficonsulting com
FI Consulting develops effective practical solutions to help federal agencies achieve their missions while operating efficiently managing risk and adapting to a changing policy environment We apply our core strengths in Data Analytics Modeling and Technology to gain program performance insight manage risk improve operations and better deliver mission
GEHABOOTH 403www geha com
GEHA provides medical and dental plans through the FEHB and FEDVIP programs for more than 18 million federal employees retirees and their families GEHA members receive year-round vision and hearing benefits plus other discounts For more information please stop by our booth or visit gehacom and gehadentalcom
Graduate SchoolBOOTH 108www graduateschool edu
Graduate School USA provides a wide range of learning opportunities in formats accessible to adult learners everywhere through training continuing education courses executive and leadership development and credit offerings For professionals in the government auditing and financial management community we offer a comprehensive curriculum taught by leading practitioners
Grant Thornton LLPBOOTH 500
See write-up on page 38
AGA PDT 2018 | ORLANDO 49
GrantSolutionsBOOTH 209www grantsolutions gov
GrantSolutions supports Federal agencies throughout the grants lifecycle mdash from pre-award planning through application award and closeout Our service finds solutions for shared mission needs across agencies while incorporating unique business and regulatory processes for grant programs GrantSolutions is an OMB-selected grants business leader providing end-to-end innovative grants management services dedicated to advancing the mission of Federal agencies
GuidehouseBOOTH 201
See write-up on page 40
IFAS LLCBOOTH 407www ifas-llc com
IFAS is an 8(a) Service-Disabled Veteran-Owned Small Business Woman-Owned Small Disadvan-taged Business providing Program Management Business and Finance Operations Integrated Logistics and IT Support Services to meet specific needs of our clients We provide geographically dispersed support available when and where you need us
Immersion ConsultingBOOTH 806www immersioninc com
Immersion Consulting a Service-Disabled Veteran-Owned Small Business headquartered in Annapolis Md provides business management and technology consulting to government nonprofit and commercial clients Founded in 2004 we specialize in program management financial management technology services and training Our mission provide clients with actionable business solutions that yield sustainable results
InforBOOTH 100www infor com
Infor Public Sector solutions streamline financial management across multiple systems With more than 25 years of public sector experience Infor helps you meet organization demands including budget and audit readiness performance management and financial control with flexible solution deployment options to help you operate more quickly and efficiently
Interior Business CenterBOOTH 402www doi govibc
The Interior Business Center one of several OMB-approved interagency shared-service providers offers acquisition financial manage-ment and HR under a fee-for-service full cost recovery business model By assisting multiple federal organizations IBC can leverage resources to share economies and efficiencies with external customers and our parent agency the US Department of the Interior
JP MorganBOOTH 701
See write-up on page 41
Kearney amp CompanyBOOTH 600
See write-up on page 40
Kforce Governnment Solutions IncBOOTH 202www kforcegov com
Kforce Government Solutions Inc (KGS) provides management and technology solutions to Federal Government and State and local agencies We deliver customized solutions across financial management organizational transformation and IT to solve our clientsrsquo most complex mission and business challenges KGS also offers the innovative TraumaFXreg line of medical training manikins
50 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
KPMG LLPBOOTH 506
See write-up on page 40
Lynch Consultants LLCBOOTH 401www lynchconsultants com
Lynch Consultants provides strategic financial and program advisory and assistance services to the federal government We partner with clients to deliver project management services financial and business support and strategic policy solutions for complex government programs Clients include numerous federal departments including DoD Navy Army VA HHS and HUD
Management ConceptsBOOTH 800www managementconcepts com
Management Concepts is a leading provider of professional development performance improve-ment and talent management solutions for the public sector Since 1973 we have collaborated with the federal government state and local offices non-profit organizations universities and corporations to enhance the performance of teams and organizations Follow us on Twitter Mgmt_Concepts
The MIL CorporationBOOTH 805www milcorp com
The MIL Corporation has grown steadily for 36 years and remains dedicated to excellence service and support across our four major service areas financial management and systems support information technology cyber security and systems and C4 engineering For more information please visit us at wwwmilcorpcom or on Facebook at httptinyurlcomFacebookMIL
mLINQS LLCBOOTH 203www mLINQS net
mLINQS a Service-Disabled Veteran-Owned Small Business founded in 2003 provides the govern-mentrsquos leading employee relocation management system and E-Gov travel (ETS2) consulting services Since 2004 mLINQS relocation system has automated relocations and tracked expenses for more than 30 agencies
MorganFranklin ConsultingBOOTH 707www morganfranklin com
MorganFranklin Consulting headquartered in McLean Va provides business consulting and technology solutions to public companies fast-growing private companies and US govern-ment agencies Third-party customer satisfaction surveys highlight the companyrsquos reputation for being hands-on flexible and skilled at bringing diverse groups together to complete projects on time and within budget
Qlik Tech IncBOOTH 801www qlik com
Qlikreg is the leading data analytics platform and the pioneer of user-driven business intelligence Its portfolio of cloud-based and on-premise solutions meets customersrsquo growing needs from reporting and self-service visual analysis to guided embedded and custom analytics regardless of where data is located
RMA Associates LLCBOOTH 501www rmafed com
RMA an SBA Certified 8(a) Small Business located in the Washington DC metropolitan area specializes in audit consulting and advisory
AGA PDT 2018 | ORLANDO 51
RSM US LLPBOOTH 207
See write-up on page 42
Savantage SolutionsBOOTH 308www savantage net
Savantage Solutions a CMMIreg Level 3 Rated and ISO 90012008 certified company is a leading provider of software development business consulting and program management support services One of only five vendors of financial management systems certified for federal use Savantage takes pride in its service excellence
Sehlke Consulting LLCBOOTH 200www sehlkeconsulting com
Founded in 2011 Sehlke Consulting is a Service-Disabled Veteran-Owned Small Business and Historically Underutilized Business Zone (HUBZone) firm based in Arlington Va We provide comprehensive leading solutions in Financial Management Acquisition Management Logistics and Supply Chain Management and National Security amp Defense Programs
TeraThink CorporationBOOTH 400www terathink com
TeraThink takes pride in the outstanding reputation we have earned over the past 15 years for delivering superior results to federal customers With expertise in agile development enterprise application technologies financial services and cloud solutions our delivery platform brings exceptional scale and value to support customersrsquo transformation business automation and mission-related goals Visit our booth and wwwTeraThinkcom for more information
TFC Consulting IncBOOTH 409www tfcci net
A licensed CPA firm Small Disadvantaged Business and ISO 9001_2015-certified enterprise TFC is the trusted partner of federal agencies facing complex financial management challenges Now celebrating 15 years of success and excellence in assisting clients TFC develops and implements comprehensive solutions to improve financial management environments and achieve operational efficiency
US Army Financial Management CommandBOOTH 802www facebook comUSAFMCOM
US Army Financial Management Command is responsible for the delivery of Army-wide Financial Management (FM) functions including Enterprise Resource Planning systems support audit and compliance support financial operations support and ERP business process standardization support and for providing operational oversight of Army field FM activities
Williams AdleyBOOTH 301
See write-up on page 43
Note The contents of this exhibitor list were compiled from information supplied by exhibitors While every effort has been made to ensure contents are correct AGA is unable to accept liability for errors or omissions or for any claims made by exhibitors
52 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AGA PDT 2018 | ORLANDO 53
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AIG Assistant Inspector GeneralAssoc AssociateAsst AssistantBus BusinessCEO Chief Executive OfficerCFO Chief Financial OfficerCIO Chief Information OfficerCo CountyComm CommitteeCOO Chief Operating OfficerCPAG Corporate Partner Advisory GroupDep DeputyDept DepartmentDev DevelopmentDir DirectorDiv DivisionEduc EducationERM Enterprise Risk ManagementExec ExecutiveFed FederalFM Financial ManagementGM General Manager Govt Government
Fields of Study See page 4 for list of Fields of Study
AOC Architect of the CapitolAOUSC Administrative Office of the
US CourtsCommerce US Department of CommerceDHHS US Department of Health
and Human ServicesDHS US Department of
Homeland SecurityDLA Defense Logistics AgencyDoD US Department of DefenseDoE US Department of EnergyDOI US Department of the InteriorDOJ US Department of JusticeDoS US Department of StateFASAB Federal Accounting Standards
Advisory BoardFiscal Service Bureau of the Fiscal ServiceFIT Office of Financial Innovation
and TransformationFMSB Financial Management Standards
BoardFTA Federal Transit Administration
HR Human ResourcesIG Inspector GeneralIT Information TechnologyMgmt ManagementMgr ManagerNatrsquol NationalOfc OfficePNP AGA Past National
PresidentPNT AGA Past National
TreasurerRPA Robotic Process
AutomationRVP Regional Vice PresidentSecrsquoy SecretarySME Subject Matter Expert Sr SeniorSvc ServiceSVP Senior Vice PresidentTech TechnicalUniv UniversityVP Vice President
GAO Government Accountability OfficeGASB Government Accounting Standards
BoardGSA US General Services
AdministrationHUD US Department of Housing
and Urban DevelopmentIRS Internal Revenue ServiceNASA National Aeronautics and Space
AdministrationNSF National Science FoundationOCFO Office of the Chief Financial OfficerOIG Office of Inspector GeneralOMB Office of Management and BudgetSBA Small Business AdministrationTreasury US Department of the TreasuryUSAID US Agency for International
DevelopmentUSDA US Department of AgricultureUSPTO US Patent and Trademark OfficeVA US Department of
Veteran Affairs
54 AGACGFM | PDT18
Glossary
MAIN CONVENTION CENTERSINGLE-LEVEL
REGISTRATION
CYBER LOUNGE
EX
HIB
IT H
ALL
PLENARY S
ESSIO
NS
AGA PDT 2018 | ORLANDO 55
Convention Center Floor Plans
圀䔀 䰀䤀匀吀䔀一 簀 圀䔀 䤀一一伀嘀䄀吀䔀 簀 圀䔀 䐀䔀䰀䤀嘀䔀刀
吀愀猀栀甀 吀爀椀瘀攀搀椀Ⰰ 倀爀攀猀椀搀攀渀琀䌀䔀伀 㜀㤀㐀 漀爀 琀琀爀椀瘀攀搀椀䀀琀昀挀挀椀渀攀琀
嘀椀猀椀琀 漀甀爀 眀攀戀猀椀琀攀 愀琀 眀眀眀琀昀挀挀椀渀攀琀
䘀漀爀 洀漀爀攀 椀渀昀漀爀洀愀琀椀漀渀 挀漀渀琀愀挀琀 吀䘀䌀
椀猀 琀栀攀 琀爀甀猀琀攀搀 瀀愀爀琀渀攀爀 昀漀爀 昀攀搀攀爀愀氀 愀最攀渀挀椀攀猀 琀栀愀琀愀爀攀 昀愀挀椀渀最 挀漀洀瀀氀攀砀 ǻ渀愀渀挀椀愀氀 洀愀渀愀最攀洀攀渀琀 挀栀愀氀氀攀渀最攀猀
吀䘀䌀 䌀漀渀猀甀氀琀椀渀最 䤀渀挀
뜀뜀
뜀뜀뜀뜀
䔀渀琀攀爀瀀爀椀猀攀 刀椀猀欀 䤀渀琀攀爀渀愀氀䌀漀渀琀爀漀氀猀 䄀搀瘀椀猀漀爀礀䤀洀瀀爀漀瀀攀爀 倀愀礀洀攀渀琀猀䴀攀愀猀甀爀攀洀攀渀琀 刀攀洀攀搀椀愀琀椀漀渀䘀椀渀愀渀挀椀愀氀 刀攀瀀漀爀琀椀渀最 䄀䄀挀挀漀甀渀琀椀渀最 伀瀀攀爀愀琀椀漀渀猀䘀椀渀愀渀挀椀愀氀 匀琀愀琀攀洀攀渀琀 䌀漀洀瀀氀椀愀渀挀攀 䄀甀搀椀琀䐀愀琀愀 䄀渀愀氀礀琀椀挀猀 伀瀀琀椀洀椀稀愀琀椀漀渀䤀吀 匀攀挀甀爀椀琀礀 刀攀瘀椀攀眀 䄀猀猀攀猀猀洀攀渀琀
伀甀爀 瘀愀氀甀攀ⴀ愀搀搀攀搀 猀攀爀瘀椀挀攀猀㨀
圀栀愀琀猀 礀漀甀爀 渀攀砀琀 洀漀瘀攀㼀
䴀愀渀礀 瀀愀琀栀猀Ⰰ 漀渀攀 挀漀爀爀攀挀琀 爀漀甀琀攀 䘀漀氀氀漀眀 吀䘀䌀 愀氀漀渀最 琀栀攀 爀漀甀琀攀 琀漀 猀甀挀挀攀猀猀 䘀椀爀猀琀 琀栀愀琀 挀漀爀爀攀挀琀氀礀
挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀
AGA PDT 2018 | ORLANDO 13
Sunday mdash AgendaGlossary on page 54Check PDT app for speakers
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
PiYotrade LIVE mdash sweat and burn calories with fusion-style movements inspired by yoga and Pilates This class incorporates dynamic balance strength flexibility and functional training with upbeat music All levels welcome and no equipment is needed Prizes will be given daily plus a grand prize
630 am ndash 4 pm
Registration Open
7 ndash 8 am
Continental Breakfast with ExhibitorsROYALSABALSAGO
8 ndash 830 am
Opening CeremonyCYPRESS BALLROOM
830 ndash 945 am
M100 Plenary Session Monday MorningCYPRESS BALLROOM | FOS ACCG
Hear GAOrsquos comptroller general discuss changes from last yearrsquos US government financial position progress on key GAO initiatives and what GAO and auditors might look forward to in the future
Gene Dodaro Comptroller General GAO
M Ann Ebberts CEO AGA
945 ndash 1030 am
Coffee Break with ExhibitorsROYALSABALSAGO
1030 ndash 1145 am
M101 Wersquove Got the Data Now WhatGRAND 12-14 | FOS ACC
With the DATA Act data is becoming more consistent and reliable Agencies have a plethora of interesting federal obligation and spending data at its fingertips While some agencies see it only as an exercise in compliance others are starting to realize there is a lot of potential with this data Join this session to explore these points hellip and more
M Dave Mader Chief Strategy Officer Deloitte Consulting
14 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
M103 Natural Disasters and Accountability Related to Government FundingCRYSTAL C-F | FOS AUDG
Congress has allocated tens of billions of dollars in disaster-related aid to help communities recover from the devastating hurricanes and wildfires of 2017 States and local governments are also supporting this recovery During this session hear what agencies are doing to ensure government accountability for such aid
M Berri Davis Dir GAO
M104 Building the Future Workforce for StateLocal GovernmentsCRYSTAL H | FOS BMO
How are state and local government leaders recruiting and attracting the next generation of accountants Join the roundtable to see how different offices are fighting back against the ldquosilver tsunamirdquo
M Lealan Miller AGA FMSB Chair
M105 Driving Competitive Advantage with TBMCRYSTAL K-L | FOS BMO
Like any new method process or automation tool Technology Business Management (TBM) will impact federal agencies their technology management and business teams Join this session to learn more about how TBM is creating standards and business views that are meaningful to CIOs and CFOs
M Kevin Greer VP CGI Federal
M106 Accelerating Shared Services for Finance and Accounting OperationsGRAND 9-11 | FOS BMO
For nearly 20 years the federal government has been considering the use of shared services Progress has been slow especially in the area of consolidating duplication and overlap in areas such as finance and accounting This panel examines approaches to accelerate shared services in operations
M Rowan Miranda CFO Advisory Practice Leader Accenture Federal Services
M107 Advanced Process Automation Increasing Productivity with RoboticsCANARY 3-4 | FOS IT
The Fiscal Service and other federal agencies are testing robotic process automation to minimize repeatable manual operations in core financial management processes Learn about future trends in the financial industry along with potential applications that will transform the financial management community Senior leaders across agencies will share trends and discuss the priorities ahead This session will be of interest to the federal state and private sectors
M Craig Fischer Program Mgr Fiscal Service
AGA PDT 2018 | ORLANDO 15
Monday mdash AgendaGlossary on page 54Check PDT app for speakers
M108 OCFO of the Future mdash What Does It Look LikeCRYSTAL M-Q | FOS MGMT
What does the OCFO look like in the age of robotics Blockchain data analytics and cloud computing Attend this session to hear from an expert panel to learn what CFOs are doing to integrate new technology into their organizations and their roles
M Joe Kull Dir Guidehouse
M109 Taking Care of CustomersCRYTAL A-B | FOS PD
Customers are people too hellip and the reason you exist But when has anyone ever trained you to deal with them Take a moment to learn some elements of what it means to take care of customers with more stories and more energy thatrsquoll give you something to think about
M Mary Peterman Dep Chief Finance and Procurement AOUSC
1145 am ndash 1 pm
Luncheon and Awards CeremonyCYPRESS BALLROOM
1 ndash 150 pm
M110 Plenary Session Curing Adultitis mdash Your Prescription for Less Stress and More SuccessCYPRESS BALLROOM | FOS PD
Adultitis is an epidemic that is coming hard after us every day It infiltrates even the best environments producing stress and burnout Learn practical tips for reclaiming your passion bringing more fun and less stress to the job at hand
Jason Kotecki Artist Author Founder of Escape Adulthood
M Mark Easton Dep CFO ndash Comptroller DoD
205 ndash 320 pm
M111 Itrsquos a Disaster Before During and AfterCRYSTAL A-B | FOS ACC
Is your agency equipped for a disaster Hear from federal state and local officials about the challenges and best practices when preparing for responding to and accounting for disasters
M Mary Peterman Dep Chief Finance and Procurement AOUSC
M112 Governance Over Financial Statements IT Control RiskGRAND 9-11 | FOS ACCG
Join a panel of experts as they discuss key resources in the federal space In particular the experts will take a closer look at a management assessment framework for IT general controls in support of the annual assurance process and conclusions
M Scoey Alexander Sr Mgr Kearney amp Company
CGFMs donrsquot forget to wear red or apparel with the CGFM logo
on Tuesday to celebrate CGFM Day
16 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
M113 Lessons Learned from Real-life FraudsCRYSTAL C-F | FOS AUDG
This session will feature presentations of frauds committed by state and local governments Panelists will also discuss how the perpetrators circumvented controls or took advantage of the absence of controls
M Maribeth McCarthy Dir Bus Dev Mastercard
M114 Conducting Audits in Challenging EnvironmentsCRYSTAL K-L | FOS AUDG
Conducting audits in unique environments presents challenges Whether itrsquos in a remote village on the other side of the world in the middle of a disaster or at an unexpected location here at home mdash this session highlights some of these challenges and discusses strategies for overcoming them
M Sal Ercolano Sr Advisor Williams Adley
Follow us guidehouse_us linkedincomcompanyguidehouse-us
Introducing Guidehouse formerly PwC Public Sector oering the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected We invite you to learn more at guidehousecom
copy 2018 Guidehouse
Hi wersquore (not so) new here
AGA PDT 2018 | ORLANDO 17
Monday mdash AgendaGlossary on page 54Check PDT app for speakers
M115 DATA Act Opportunities to Become More Data-DrivenGRAND 12-14 | FOS FIN
Hear about steps Treasury and other federal agencies have taken to improve the quality of the data published on USAspendinggov and explore opportunities for federal state and local governments to use the data to improve performance and outcomes
M Aileen Burgman Sr Policy Analyst Treasury
M116 ldquoKnock Knock rdquo ldquoWhorsquos ThererdquoCRYSTAL H | FOS IT
New innovations in cognitive technology and authentication give government officials a better understanding of who is ldquoknockingrdquo at the door Through cognitive technology digital identity will not only allow government to more effectively and efficiently police access but it will enable citizens to safely electronically engage with government This session will explore digital identity and the new role it can serve as it moves from policing to enabling access
M Tony Hubbard Principal KPMG
M117 Governmentrsquos Blockchain Journey mdash Lessons LearnedCANARY 1-2 | FOS IT
Blockchain has potential to bring security efficiency and speed to a range of services and processes How should agencies look to incorporate Blockchain into the way they function today Panelists will share successes pain points and lessons learned from standing up solutions from Blockchain technology
M Christina Canavan Dir Deloitte
M118 CFO and CIOs 2018 Models for Synergy and SuccessCANARY 3-4 | FOS MGMT
CFO and CIO experts discuss the intersection of policies and management issues that impact them The session will also discuss how these leaders can work together to improve efficiency and transparency reduce risk and strengthen the workforce offering models for success
M Daniel Meers Natrsquol Leader Transformation RSM LLP
M119 The Art of Tinkering Tiny Ways to Transform EverythingCRYSTAL M-Q | FOS PD
Drive innovation achieve new levels of happiness and uncover hidden opportunities by learning the art of tinkering In times of uncertainty and change the small things really do make the biggest difference
M Lisa Casias Dep Asst Secrsquoy for Administration Commerce
320 ndash 4 pm
Coffee Break with ExhibitorsROYALSABALSAGO
More than one concurrent session you want to attend
Donrsquot forget recorded sessions will be archived and available for one year
18 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
4 ndash 515 pm
M120 Audit Tips for Federal Disaster Response EffortsCANARY 3-4 | FOS AUDG
Hear about lessons learned and advice for auditing federal disasters The panel will discuss prior audit findings recom-mendations and tips from previous audits Attendees will also learn insights from Emergency Management Oversight Teams
M Steve Rickrode Dep Asst IG for Audit USDAndashOIG
M121 Financial Audits or Performance AuditsCANARY 1-2 | FOS AUDG
Financial audits have been the backbone of audit shops in state and local government Recently though some of these organi-zations have redirected their efforts into performance audits to give legislators more information on how agencies are meeting their missions This session will explore the differences and similarities between these two audit models and which one could best serve your organization
M Gerry Boaz Tech Mgr TN Div of State Audit
M122 March of the Robots mdash Join the ParadeCRYSTAL H | FOS IT
Software robots or ldquobotsrdquo operate like humans and our understanding of them continue to rapidly evolve During this session the panel will explore experiences of three organizations now implementing intelligent automation solutions
M Kirke Everson Managing Dir KPMG
M123 Moving Federal Financials to the Cloud Two Case StudiesROOM CRYSTAL K-L | FOS IT
Remaining status quo when it comes to financial management systems can cost your agency time and money Join this session to hear from agencies who have eliminated barriers towards growth and moved their agencyrsquos financial management systems to a secure compliant agile and forward-thinking model
M John Nemoto VP Hybrid IT CGI Federal
M124 Swamped and Overwhelmed How to Cope with Data Overload CRYSTAL A-B | FOS MGMT
Agencies have amassed large volumes of data about business operations services and customers Few agencies though have fully tapped this resource to measure and improve performance This panel describes how data can better support federal agency performance management efforts
M Kris Naleszkiewicz Sr MgrndashFinance Analytics Lead Accenture Federal Services
M125 Leadership Gold NuggetsCRYSTAL M-Q | FOS PD
Participants will learn ldquogold nuggetsrdquo of leadership wisdom accumulated during decades of studying practicing and teaching leadership This session will include a panel discussion of these leadership fundamentals and their application in a variety of professional accountability careers
M Paul Barrett Professor Longwood Univ
AGA PDT 2018 | ORLANDO 19
Monday mdash AgendaGlossary on page 54Check PDT app for speakers
M126 What Caused My Risk GRAND 12-14 | FOS STAT
Root cause analysis is often a forgotten element of resolving issues because the focus tends to be more on correcting the issue than evaluating the cause This session will feature this proactive approach to problem resolution to help prevent issues from happening in the future
M Kenneth Donohue Former HUD IG
M127 Ethics in the WorkplaceCRYSTAL C-F | FOS BETH
This session will cover the components of ethical behavior as well as the need to maintain an ethical environment in the workplace Participants will learn tips and techniques to create and maintain an environment that is ethical and conducive to the mission of the organization
M Marsi Woody Financial Exec Officer Idaho State Police
M128 Citizen-Centric Reporting mdash Turning Data Into InformationGRAND 9-11 | FOS ACCG
Hear how AGArsquos Citizen-Centric Reporting (CCR) can be used as an electronic portal to an agency See examples of how agencies have taken enormous amounts of data found on government websites and turned it into pages of focused and easy to read information for the consumer and citizen
M John Lynskey Controller NSF
515 ndash 630 pm
Monday Event with ExhibitorsROYALSABALSAGO
20 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
Health and Dental benefits designed exclusively for federal employees retirees and their families
We stand by you
gehahealth
gehacom
8008216136
OR-ADS-0318-004
Health and Dental benefits designed exclusively for federal employees retirees and their families
We stand by you
gehahealth
gehacom
8008216136
OR-ADS-0318-004
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
See description on page 14
630 am ndash 4 pm
Registration Open
7 ndash 8 am
Continental Breakfast with ExhibitorsROYALSABALSAGO
8 ndash 915 am
T100 Plenary Session Leading from Any SeatCYPRESS BALLROOM | FOS PD
With real-world stories and insights from in and out of the cockpit Shannon Huffman Polson offers tangible leadership lessons for you to seek out your own targets and incorporate them into your own profession By examining leadership and situational challenges Shannon empowers others to lead and thrive in any dynamic environment
Shannon Huffman Polson Former US Army Captain and Pilot
M Doug Glenn AGA Immediate PNP
930 ndash 1020 am
T101 A Future Financial Reporting ModelCRYSTAL M-Q | FOS ACCG
Data and tools exist to provide consumable financial data to internal and external users by providing multiple ways of finding answers What if the data and tools were integrated into a digital model Join this session to learn how digitized data can reinvigorate the way we communicate and interact with financial information
M Tasha Austin Sr Mgr Deloitte
T102 Emerging Issues in State Government AccountabilityCRYSTAL C-F | FOS FIN
States often face many demands on their operation mdash coming from both a local and federal level This session will explore how two states are dealing with these pressures and what the future balancing act of demands looks like for them
M Melinda Miguel Dep IG AOC
T103 Leveraging Data Analytics Transforming Data Into Better DecisionsCRYSTAL H | FOS AUD
As data analytics become more commonplace in government agencies can leverage analytics tools to make better decisions and improve the effectiveness and efficiency of their programs This session will explore how analytics can be used to enhance decision-making
M Shivendra Verma Principal Grant Thornton LLP
PDT18 Follow us
AGACGFM
22 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T104 Implementing the Revised OMB Circular A-123 Appendix ACANARY 1-2 | FOS AUDG
This session will focus on the newly released revision to OMB Circular A-123 Appendix A Hear about the renewed focus on data quality planning as well as flexibilities provided around agency control activities
M David Zavada Sr Partner Kearney amp Company
T105 What Are Subrecipients Doing with Your MoneyGRAND 9-11 | FOS BMO
During this session attendees will hear what a subrecipient monitoring program should include
M Nasr Fahmy Asst Dir for Financial Assistance Oversight DHSOCFOFinancial Assistance Policy and Oversight
T106 Letrsquos Get Uncomfortable and Talk About Sexual HarassmentCANARY 3-4 | FOS HR
Victims of sexual harassment are speaking up and the alleged harassers are being exposed Join this important and timely session to learn what you can do to prevent sexual harassment in your workplace and create a safer work environment
M Karen Wilson Principal Public Sector Practice Guidehouse
T107 Hey Bot mdash What Can You Do for MeCRYSTAL K-L | FOS IT
Robotic Process Automation (RPA) has found its way into the government This session will discuss how federal agencies are currently using RPA and the potential for leveraging cognitive automation and artificial intelligence as the next steps in the intelligent automation process
M Adam Goldberg Exec Architect Fiscal Service
T108 Next Generation ERP Systems for Federal AgenciesGRAND 12-14 | FOS MGMT
This panel will examine ldquowhatrsquos nextrdquo for ERP systems at a time when many federal agencies need to modernize their financial systems This session will debate on-premise vs cloud single vendor vs best of breed agency owned and maintained vs shared services and outsourced support
M James Harris Finance and Enterprise Performance ndash Sr Mgr Accenture Federal Services
T109 Managing Large Complex Federally Funded Grants and ContractsCRYSTAL A-B | FOS SK
Increased scrutiny of large complex grants and contracts require agencies better assess their project risks develop mitigation strategies and monitor outcomes This session covers approaches to manage civilian and military construction projects measure earned-value and improve outcomes
M Bert Nuehring Partner Crowe LLP
AGA PDT 2018 | ORLANDO 23
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
930 ndash 11 am
Professional Ethics Board MeetingWASHINGTON
1020 ndash 11 am
Coffee Break with ExhibitorsROYALSABALSAGO
11 ndash 1150 am
T110 Innovations in Public PerformanceCRYSTAL K-L | FOS ACCG
Not surprisingly citizens want to know what they are getting for their tax dollars Panelists will discuss the performance measures and innovative techniques for engaging citizens developed by governments to help inform taxpayers
M Shivendra Verma Principal Grant Thornton LLP
T111 Setting the Foundation for TransparencyCRYSTAL A-B | FOS ACCG
This is a discussion of lessons learned from the first year of the DATA Act and next steps to improving transparency This session will discuss one agencyrsquos approach to successfully implementing the Act and next steps to improving its results
M Robert Shope Partner EY
T112 Federal Financial Audit Approach AlternativesGRAND 12-14 | FOS AUD
This session will share ideas identified by a federal CFO council workgroup to improve the nexus of costs benefits risks and burdens of the Agency Financial Report audit process
M Scott Bell Sr Staff Accountant Treasury
T113 How to Integrate Non-financial and Financial ReportingCRYSTAL M-Q | FOS AUDG
Explore how agencies leverage internal control over financial reporting organization structure knowledge and tools to address non-financial internal control requirements
M Jon Rymer Dir Lynch Consultants LLC
T114 Go Green From Overhead to Higher Training BudgetsCANARY 1-2 | FOS FIN
This session will discuss ways a department agency or business can decrease costs and allocate more resources towards employee training and professional development
M Chidilim Okonkno Systems Accountant NASA
T115 Where Did My Data Go and Why Should I CareCRYSTAL C-F | FOS IT
How have breaches and data disclosure incidents affected organizations from an economic and reputational perspective This session will discuss the impact of ransomware and other malicious attacks that restrict access to modify or delete your data
M Sarah Mirzakhani IT Principal CliftonLarsonAllen LLP
24 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T116 Application of Emotional IntelligenceCRYSTAL H | FOS PD
Everyone has dealt with ldquodifficultrdquo co-workers and individuals This session will explore how to handle different types of personalities by growing your own emotional intelligence
M Megan Gaillard Dir of Audit Palm Beach Co ndash OIG
T117 CFO SurveyGRAND 9-11 | FOS ACCG
This yearrsquos AGA CFO survey focuses on the tools and processes needed to help agencies address current budgetary challenges and mandates Join this session to hear the results of the online and in-person survey and discuss the findings with a panel of current and former CFOs
M Jim Taylor Managing Dir Grant Thornton LLP
copy 2018 Becker Professional Education Corporation All rights reserved
The knowledge you need to help prepare you for the next level of success
Becker Continuing Professional Education
Whether yoursquore a CPA CGFM CDFM DoD FMCIA CFE CMA or need GAGAS Becker offers Continuing Professional Education (CPE) tohelp meet your needs
With Becker CPE your accounting audit and fi nance professionals receive the timelyand relevant knowledge needed to help themstay ahead
Take advantage of our Subscription Program for unlimited use of Beckerrsquos CPE
+ Special rate forGovernment Agencies
+ Live Webcast and OnDemand formats(24x7 access)
+ Includes streaming videoand video courses
For more details on this program please visit agacgfmorgonlineCPE or contact John Gioeli at jgioelibeckercom
AGA PDT 2018 | ORLANDO 25
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T118 Letrsquos Get Uncomfortable and Talk About Sexual Harassment (repeat session)CANARY 3-4 | FOS HR
See description on page 23
M Karen Wilson Principal Public Sector Practice Guidehouse
1150 am ndash 1250 pm
Luncheon and Awards CeremonyCYPRESS BALLROOM See page 41
105 ndash 220 pm
T119 Certified Government Financial Manager (CGFM)CRYSTAL A-B | FOS PD
Discover the value of the CGFM designation Participants will hear from colleagues on why they pursued this certification and how it has helped advance their careers and distinguish them from others in their field You will also learn tips for preparing for the three CGFM exams
M Katya Silver Dir of Professional Certification AGA
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
T120 Leadership Ethics and Decision Making in Early AuditsCRYSTAL K-L | FOS BETH
Everyone is faced with various levels of ethical dilemmas at work and leadership can often create a culture that promotes unethical behavior without realizing the consequences Join this session to explore how ethics are integral to the behavior of employees and the impact of the behavior on early audits
M Robert Hart Sr Mgr EY
T121 Disrupting Improper PaymentsCRYSTAL H | FOS IT
Preventing improper payments is a government-wide challenge Join this session to learn how to make significant improvements and leverage disruptive technology to promote data sharing recipient authentication and encourage stakeholder collaboration Panelists will share best practices and explore ways to address root causes
M Steven Bernstein Exec Dir Electronic Payments Product Exec JP Morgan Treasury Svcs
T122 Fraud in Federal Assistance ProgramsCRYSTAL C-F | FOS AUDG
This session will give attendees an in-depth look at how fraud in federal programs was handled by state agencies federal grantors and state prosecutors This topic will explore case studies on the Summer Food Service Program and the Child and Adult Care Food Program
M Jeff Hart AGA PNP
Like us on
26 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T123 AGArsquos Grant Survey Improving Grantee ComplianceGRAND 12-14 | FOS MGMT
Recognizing challenges with grantee compliance AGA conducted a nationwide survey of federal grant recipients on implementation issues related to the Uniform Guidance (2 CFR 200) This session will focus on strategies and activities to address the most troubling areas identified by respondents
M James McKay Principal SME Grants Management Line of Business KGS
T124 Agency Risk Profile Lessons Learned and ValueCANARY 1-2 | FOS MGMT
This session will focus on agenciesrsquo experience from their A-123 Risk Profile definition process This session will include discussion of lessons learned outcomes achieved and value created
M Daniella Datskovska Dir ERM and Internal Control TFC Consulting Inc
Helping you succeed is ours Learn more at KPMGcomusfederal
Anticipate tomorrow Deliver today
copy 2017 KPMG LLP a Delaware limited liability partnership and the US member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (ldquoKPMG Internationalrdquo) a Swiss entity Some of the services or offerings provided by KPMG LLP are not permissible for its audit clients or affiliates NDPPS 677263
Your business is serving the public
AGA PDT 2018 | ORLANDO 27
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T125 Conflict in the Workplace Surviving and ResolvingCRYSTAL M-Q | FOS PD
Explore the types and causes of conflict in the workplace Participants will learn how to handle and manage conflict in the workplace Experts will share techniques for dealing with co-workers supervisors and staff in various situations involving both positive and negative conflicts
M Peggy Javery Acting Assoc CFO USDA
T126 FASAB Update Leases and More to ComeCANARY 3-4 | FOS ACCG
Hear from FASAB staff about recently-issued standards open proposals and proposals under development FASAB staff will discuss implementation of the new standards Additionally insights regarding new developments will be shared along with tips to help you prepare
M Wendy Payne Exec Dir FASAB
105 ndash 325 pm
EXEC2 AGA Digital Executive Session (invitation only)GRAND 9-11 | FOS IT
Learn about emerging technologies that may soon change the way you support your organizationrsquos mission Understand priorities challenges issues and opportunities from government leaders Engage in a highly interactive and engaging discussion on the latest strategies for digital transformation and exchange ideas and solutions with colleagues that you can bring back to your organization
M Kevin Greer VP CGI Federal
235 ndash 325 pm
T127 Medicaid The Elephant in the RoomCANARY 3-4 | FOS ACCG
Medicaid is a critical service in the lives of millions of Americans It is also a major expense for both federal and state entities This session will explore the ways that federal managers and state auditors are collaborating to make sure that these allocated dollars are spent wisely
M Kinney Poynter Exec Dir NASACT
T128 Path to Auditability Implementing New FASAB StandardsCANARY 1-2 | FOS ACCG
This session will provide an understanding of SFFAS 48 Opening Balances for Inventory Operating Materials and Supplies Stockpile and SFFAS 50 Establishing Open Balances for General Property Plant and Equipment and discuss tips for successful implementation Additionally participants will hear about implementing the standards mdash including the pitfalls and best practices for success
M Eveka Rodriguez Partner Grant Thornton LLP
T129 Data Analytics for FraudCRYSTAL A-B | FOS AUDG
Proactive data monitoring and use of data analytics can prevent your entity from being subject to a public fraud This session will show attendees how proactive data analysis techniques and tools can save money prevent bad publicity and detect fraud faster with fewer resources
M Sarah Hays Programming Dir Data Coalition
28 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T130 Planning for Federal Funding DecreasesCRYSTAL C-F | FOS FIN
State and local governments federal funding sources are always in flux This session will feature a panel of state and local government leaders discussing what plans they have in place in the event of a reduction of federal funds
M Lealan Miller AGA FMSB Chair
T131 My Data Was Just BreachedCRYSTAL K-L | FOS IT
Access to data is key to effective analytics However with recent data breaches security standards around data transfer and storage have tightened This session discusses steps to follow to ensure secure handling of data in analytics programs
M Phil Magrogan COO Immersion Consulting
MAKES A DIFFERENCE
Find the six dierences in the two photos Present at booth 202 for your prize
2677 Prosperity Avenue Suite 100 Fairfax Virginia 22031 wwwkforcegovcom Kforce_govKGS
RISKMANAGEMENT
COMPLIANCE ampAUDIT SERVICES
GRANTSMANAGEMENT
FINANCIALIMPROVEMENT
FINANCIALTECHNOLOGY
AGA PDT 2018 | ORLANDO 29
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T132 Communicating Effectively Skills and TechniquesCRYSTAL M-Q | FOS COMS
Improve your communication skills with colleagues customers supervisors and staff mdash and learn how to adjust styles based on with whom you communicate verbally vocally and visually This interactive session will address the needs concerns and frustrations of communicating effectively in todayrsquos workplace
M Dave LeBlanc SVP-at-Large AGA
T133 The Presidentrsquos Management Agenda and the Uniform GuidanceCRYSTAL C-F | FOS MGMT
The Presidentrsquos Management Agenda (PMA) was released in March 2018 This session will discuss the PMA Cross Agency Priority (CAP) Goal 8 Results-Oriented Accountability for Grants This session will also discuss the connectivity between OMBrsquos Uniform Guidance the PMA and the future vision for the world of grants
M Charles Hester InstructorConsultant AGA RVPndashWest Coast Region
325 ndash 405 pm
Coffee Break with ExhibitorsROYALSABALSAGO
330 ndash 545 pm
Young Professionals RoundtableMIAMI | FOS PD
Hear what accomplished leaders deem essential success factors for young professionals in todayrsquos ever-changing and challenging government financial management environment Interactive QampA will focus on leadership networking communication mentorship advancement and change management Speed networking session immediately follows for participants
405 ndash 455 pm
T134 Uniform Guidance Year Three mdash What You Still Donrsquot KnowCANARY 1-2 | FOS AUDG
The Uniform Guidance has been in effect for more than three years yet there are still several aspects to implement This presentation will explore those topics as well as best practices identified over the past three years
M Lealan Miller AGA FMSB Chair
T135 Protect Taxpayer DollarsGRAND 12-14 | FOS AUDG
Government vendors have larger and more contractual requirements which can lead to greater need for vendor audits Join this session to explore how vendors are audited to make sure they provide the government with the full set of contracted services and ultimately protect taxpayer dollars
M Kim Farington CFO FirstNetHave session ideas
for PDT 2019Join the PDT technical
committee email meetingsagacgfmorg
30 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
ARE YOU READY
cohnreznickcomindustriespublic-sector
CohnReznick helps forward-thinking public sector organizations address stringent regulatory requirements strengthen risk managementand achieve their business goals
Visit Us at Booth 302
T136 Improving Federal Government Employee MoraleCRYSTAL M-Q | FOS HR
What resources are available in the federal government structure to keep employees engaged and satisfied Are there things that the finance community can and should be doing to support employee morale in their agencies This session will explore how government offices can make changes that can result in higher productivity and employee engagement
M Anthony Scardino Dep Under Secrsquoy and Dep Dir USPTO
T137 Process Robotics Building Finance Bots LIVECRYSTAL A-B | FOS IT
Hear from digital labor experts about how operations improvements with robotics and cognitive solutions can drive greater efficiency cost management and employee morale This session will also feature a live demo of digital labor currently in action at a federal agency
M Chris Huff US Public Sector RPA Lead Deloitte Consulting LLP
AGA PDT 2018 | ORLANDO 31
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T138 Be Our Guest Magical Service for Finance CustomersCRYSTAL C-F | FOS MGMT
Disney has legendary customer service Hear about the practices taught by the Disney Institute and learn how you can deliver world-class financial accounting and audit services in your own organization
M Reed Waller Asst Dir Financial Management Initiatives Group DOJ
T139 Next Generation Leaders New Skills and New NeedsCRYSTAL H | FOS PD
Much has been discussed about millennials in the workplace but what are the keys to building the younger generation into effective leaders This session will explore how their immersion in technology gives them strengths and challenges when taking on new responsibilities as leaders in the federal workplace
M Doreen Shute Managing Principal CliftonLarsonAllen LLP
T140 Program Evaluation mdash Letrsquos Tell the TruthCRYSTAL K-L | FOS MGMT
This session will discuss the benefits of conducting program evaluations to determine program effectiveness support data analyses and make informed budget decisions Hear from federal state and local representatives who have conducted program evaluations and learn how the results were used
M Robert Tuccillo CFO Federal Transit Administration
T141 Look No Further Intergovernmental Job Aids to the RescueGRAND 9-11 | FOS ACCG
Learn about available tools guides and job aids for all levels of government developed by AGArsquos Intergovernmental Partnership (IP) program During this session government leaders will showcase tools and other resources available on AGArsquos website (wwwagacgfmorgtools-resources)
M Clark Partridge State Controller AZ
405 ndash 530 pm
Corporate Partner Advisory Group (CPAG) MeetingNEW ORLEANS
CPAG representatives and those from organizations interested in joining the program are invited to participate in this annual business meeting This meeting is an excellent opportunity to network with other corporate partner representatives and learn how to maximize your organizationrsquos partnership with AGA
8 ndash 10 pm
AGA Networking ReceptionMARRIOTT HOTEL LOBBY BAR
Join us for some after-dinner networking and socializing
32 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
See description on page 14
630 am ndash 4 pm
Registration Open
715 ndash 815 am
National Awards BreakfastCYPRESS BALLROOM
820 ndash 910 am
W100 Plenary Session OMBTreasuryDoD UpdateCYPRESS BALLROOM | FOS ACCG
David Lebryk Fiscal Asst Secrsquoy Treasury
David Norquist Under Secrsquoy of Defense (Comptroller) CFO DoD
Tim Soltis Dep Controller OMB
M Ann Ebberts CEO AGA
910 ndash 10 am
W101 Plenary Session Innovate the Way You InnovateCYPRESS BALLROOM | FOS PD
Learn how to create a culture of innovation within your organization Mr Shapiro will highlight how to use a challenge-centered approach to measure innovation the process of experimentation and how to maximize return on investments
Stephen Shapiro Innovation Expert
10 ndash 1030 am
Coffee BreakCRYSTAL FOYER
1030 ndash 1145 am
W102 One on One with GASB mdash An UpdateGRAND 9-11 | FOS ACCG
Meet with members of the GASB to receive the most up-to-date information regarding GASB standards exposure drafts and other projects that affect governments and their auditors
M Lealan Miller AGA FMSB Chair
W103 DoD Audit UpdateCANARY 1-2 | FOS AUD
This session will focus on the major audit and financial improvement activities underway across DoD
M Bryan Nelms Principal Kearney amp Company
W104 Understanding and Using the New Service Organization Control ReportsCANARY 3-4 | FOS AUDG
This session will discuss the significant changes underlying the new service organization control reports issued under AT-C 320 (formerly SSAE 16)
M Asif Khan Dir FM and Assurance GAO
W105 Managing in the Changing Workplace EnvironmentCRYSTAL A-B | FOS HR
Hear about the techniques and tools available to managers to maintain a team-building environment with a significant number of employees teleworking
M Thalia Melendez Dir of Audit Svcs NY State Educ Dept
AGA PDT 2018 | ORLANDO 33
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W106 Data All Around Us mdash CFOrsquos Move to a New NormalCRYSTAL M-Q | FOS IT
Advanced data analytics have turned data into powerful insights to manage programs and enhance the citizen experience as never before This session will explore how the availability of data is changing the role of the CFO
M Jorge Asef-Sargent Partner KPMG LLP
W107 How Emerging Technologies Will Transform Payments and CollectionsCRYSTAL K-L | FOS IT
Payments and collections are fertile ground for emerging technologies Artificial intelligence robotics Blockchain big data and the continued digitization of commerce will continue to transform payments and collections Panelists will share their futurist views of the payments and collections landscape
M Joe Hussey Managing Dir JP Morgan Treasury Services
W108 Cloud Enterprise Reporting mdash The FIRST FrontierCRYSTAL C-F | FOS IT
This session will explore cloud enterprise reporting Attendees will learn how to utilize the cloud to streamline external reporting by ingestion data centrally and then maximizing the utility of data to enhance integrity and inform management decisions
M Demek Adams Principal Grant Thornton LLP
W109 Annual Womenrsquos Forum Leading in Life and CareerCRYSTAL H | FOS PD
Empowered women are a cornerstone of effective government and a more competitive federal state and local workforce of the future Join this powerful annual convening of women leaders in accounting finance and technology as they discuss their journey and careers with high-impact and meaning
M Tracey Walker Natrsquol Dir Govt Affairs Culture Diversity and Inclusion RSM US LLP
W110 Federal Financial Standards Will We Get ThereGRAND 12-14 | FOS ACCG
Department of the Treasuryrsquos Office of Financial Innovation and Transformation (FIT) is defining federal financial standard references to promote innovation a common knowledge base and processes to improve interoperability of federal systems Join this session for an update on FITrsquos work and the expected benefits of this initiative
M Marshall Henry FM Program Manager Treasury Fiscal Service
1145 am ndash 1245 pm
National Awards LuncheonCYPRESS BALLROOM
1 ndash 2 pm
Financial Management Standards Board MeetingWASHINGTON
34 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1 ndash 215 pm
W111 Conducting Effective Assessments of Internal ControlsCRYSTAL K-L | FOS ACCG
This session will introduce participants to key concepts issues and standards necessary to design and implement policies to achieve the organizationrsquos objectives
M Sefton Boyars ConsultantTrainer Sefton Boyars CGFM CPA
W112 New Fraud Fighters Cryptocurrencies Blockchain and Secure TransactionsCRYSTAL C-F | FOS AUD
Government is inherently a transactional business From deeds to disbursements the quantity of documents governments maintain on paper and digital image continues to grow Criminals are abusing the current processes to commit fraud at an increasing rate Learn how you can use Blockchain to disrupt and combat fraud
M Jay Schulman Principal RSM US LLP
W113 Data Visualization mdash Using Geographic Information Systems as an Audit ToolGRAND 9-11 | FOS AUDG
Geographic Information Systems (GIS) are increasingly being utilized as a tool to present audit information Learn from experts on how recipients of government services using GIS provides a wealth of audit opportunities
M Gwendolyn Sewell Chief Mission Compliance and Audit ReadinessAccounting Air Force
W114 Finance 2020 Embracing the Changes to ComeCRYSTAL A-B | FOS MGMT
What is the role of CFOs and senior finance staff in this rapidly changing digital world This session will explore the evolution in the field from an expense control spreadsheet-driven and retrospective reporting center into a predictive analytics powerhouse
M Scott Quehl Sr Principal Accenture Federal Services
W115 Quality Management ConfrontationGRAND 12-14 | FOS MGMT
How do you optimize resources and maximize efficiency Join our panel of experts as they discuss various topics in performance management and answer questions such as ldquoHow is quality management implemented throughout an organizationrdquo and ldquoHow do you view and plan around resource allocationrdquo
M Wayne Ference Partner Castro amp Company LLC
W116 Enterprise Risk Management Stories from the Front LinesCRYSTAL H | FOS MGMT
For the past two years agencies have been working to implement the changes made to OMB A-123 This session will feature feedback from agency risk officers on whether ERM is living up to expectations
M Tom Carroll CFO AOC
AGA PDT 2018 | ORLANDO 35
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W117 Leadership Keys to SuccessCRYSTAL M-Q | FOS PD
Gain perspective from a senior leader in government about how you can make a difference in your organization This entertaining session will cover how to develop people build trust cultivate relationships and communicate more effectively Leadership is possible at any level of government
M Mary Peterman Dep Chief Finance and Procurement AOUSC
W118 Building an Optimal Analytics-Driven Program Integrity OfficeCANARY 1-2 | FOS MGMT
With the passage of the Fraud Reduction and DATA Act agencies are under increased pressure to have effective program integrity offices that leverage data analytics and focus on outcomes Hear best practices found from a comprehensive pilot project conducted at the VA
M Linda Miller Dir Grant Thornton LLP
W119 Competencies The Thread that BindsCANARY 3-4 | FOS HR
DoD like other agencies is required by law to develop functional competencies to use in strategic workforce planning The DoD FM community developed 24 enterprise-wide FM competencies Learn how these competencies serve as the thread which binds the FM workforce development portfolio into a coherent strategic plan which guides career development
M Jansen Sauvageau SVP PNC Bank
230 ndash 3 pm
AGA National President Gavel ExchangeCYPRESS BALLROOM
3 ndash 4 pm
W120 Closing Plenary Session Shift Your Brilliance Leading Amidst UncertaintyCYPRESS BALLROOM | FOS PD
This session will teach participants how to solve problems get out of the past and think like a leader of the future You will develop an enhanced sense of perspective understand where you shine and learn how to lead without a title to create effective change
Simon Bailey Author amp Inspirational Coach
M John Lynskey AGA 2018ndash2019 National President
6 ndash 11 pm
Presidentrsquos Appreciation ReceptionROYALSABALSAGO
Join us as we celebrate and thank 2017ndash2018 AGA National President Jim Arnette for his service and contributions to AGA and the financial management community
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
36 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
AGA PDT 2018 | ORLANDO 37
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
Please join us in thanking our sponsors for their generous support of AGArsquos 2018 Professional Development Training
PLATINUM SPONSORS
Accenture Federal ServicesVIRTUAL EXPERIENCE
Rowan MirandaManaging Dir CFO Advisory Practice Leadrowanamirandaaccenturefederalcomwwwaccenturefederalcom
Accenture Federal Services a wholly owned subsidiary of Accenture LLP is a US company with offices in Arlington Va Accenturersquos federal business has served every cabinet-level department and 30 of the largest federal organizations Accenture Federal Services transforms bold ideas into breakthrough outcomes for clients at defense intelligence public safety civilian and military health organizations
Grant Thornton LLPTOTE BAGS
Robert SheaPrincipal Global Public Sectorrobertsheausgtcomwwwgranthorntoncompublicsector
Grant Thornton LLP the US member firm of Grant Thornton International is one of six global accounting tax and business advisory organizations Our Global Public Sector based in Alexandria Va is a management consulting business providing responsive and innovative financial performance management and systems solutions to governments and international organizations
GOLD SPONSORS
CGIDIGITAL EXECUTIVE SESSION
Kevin GreerVP Mgmt Consulting KevinGreercgifederalcomwwwcgifederalcomusfederal
A global leader in IT business process and professional services CGI partners with federal agencies to provide end-to-end solutions for defense civilian and intelligence missions Since 1976 we have delivered quality services to help clients achieve results at every stage of the program product and business lifecycle
38 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CliftonLarsonAllenBADGE HOLDERS
Doreen ShuteManaging Principal Fed Govt SvcsDoreenShuteCLAconnectcomwwwCLAconnectcom
CLA is a professional services firm delivering integrated advisory outsourcing and public accounting capabilities to help clients succeed professionally and personally Our practice group members are recognized industry experts and established leaders in the government community We focus on active engagement in the industry a sentiment beyond meeting requirements and standards
DeloitteWATER BOTTLESHYDRATION STATIONS
Colin Duncan Managing Dircoduncandeloittecom wwwdeloittecomusfederal
Deloittersquos Government and Public Services practice consists of more than 12000 professionals across the country serving federal state and local government and higher education clients across consulting and advisory functions bring fresh perspective mdash from inside and outside government mdash to help solve our nationrsquos biggest challenges We bring insights from our client experience and research to drive bold and lasting results People Ideas Technology and Outcomes mdash all Designed for Impact
EYAGA EXECUTIVE SESSION
Bill ColbertPartner PI Financebillcolberteycomwwweycomgovpublicsector
The Government and Public Sector practice of Ernst amp Young LLP provides a full range of consulting and audit services leveraging our experience with both government and commercial clients We deliver real change and measurable results through our diverse high-performing teams operational know-how from across our global organization and bold ideas tailored to each clientrsquos unique mission
AGA PDT 2018 | ORLANDO 39
GOLD SPONSORS (continued)
GuidehouseMONDAY LUNCHEON
Christina VanecekMarketing Mgrcvanecekguidehousecomwwwguidehousecom
Guidehouse formerly PwC Public Sector provides management technology and risk consulting to clients around the world through more than 1600 professionals in 20 locations Now as Guidehouse we offer the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected
Kearney amp CompanyPHOTO BOOTH
Erika SteiningerPartneresteiningerkearneycocomwwwkearneycocom
Kearney amp Company a CPA and consulting firm exclusively serving the Federal Government takes pride in its ability to assist agencies in meeting business objectives and complying with complex requirements Practice areas include Financial Reporting and Accounting Support Internal ControlsA-123 Financial Services Financial Healthcare Services Advisory Services and Program Management
KPMG LLPHOST COMMITTEE SHIRTS MONDAY BREAKFAST
Diane DudleyPartner-in-Charge Fed Auditddudleykpmgcomwwwkpmgcom
For more than 100 years KPMG LLP has assisted the government in the civilian defense and intelligence sectors Today we help these organizations adapt to new environments by working with them to transform business models leverage data protect information assets and provide assurance services while focusing on their mission
40 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
CPAG Small Business CommitteeTUESDAY LUNCHEON
Dedicated members of AGArsquos Small Business Committee are proud to sponsor the 2018 PDT Tuesday Awards Luncheon Thank you to 2nd Wave Castro amp Co Immersion RMA Associates TFC Consulting Trilogy Federal and Watkins Government Services
Get Inspired During PDTthen submit your best practices to the Journal of Government Financial Management by Sept 1 2018
Learn more and view the 2018ndash2019 editorial calendar at wwwagacgfmorgjournal
SILVER SPONSORS
JP MorganTUESDAY BREAKFAST
Denise PetittaExec DirDenisePetittajpmorgancomwwwjpmorgancom
JP Morgan is a premier corporate and investment bank with a full suite of global financial services and capabilities Our clients include the worldrsquos most important corporations governments financial institutions pensions sovereign wealth organizations states and municipalities we offer strategic advice and deliver banking services in more than 100 countries
AGA PDT 2018 | ORLANDO 41
SILVER SPONSORS (continued)
RSM US LLPPDT APP amp WIFI
Mary GoldsmithFed Bus Dev Dirmarygoldsmithrsmuscomwwwrsmuscom
RSM US LLP provides risk financial and technology management consulting services to the public sector We are an inclusive enterprise and support AGA CPAG and Womenrsquos forum We help federal state and local entities improve performance through a comprehensive understanding of their business models internal processes objectives and daily realities
BRASS SPONSORS
Automation AnywhereSTANDING SIGN
Sharon OrsquoNeillHead of Americas Field Marketingsharononeillautomationanywherecom wwwautomationanywherecom
Automation Anywhere is the global leader in enterprise-grade comprehensive Robotic Process Automation software including Cognitive and real-time analytics Over 1000 of the worldrsquos largest brands use our platform to create and manage their Digital Workforce and scale their business processes faster with near-zero error rates while dramatically reducing operational costs
Crowe LLPTUESDAY AM COFFEE BREAK
Bert NeuhringRisk Consulting Partnerbertnuehringcrowecomwwwcrowecom
Crowe LLP is a public accounting consulting and technology firm with offices around the world Crowe uses its deep industry expertise to provide audit services to public and private entities The firm and its subsidiaries also help clients make smart decisions that lead to lasting value with its tax advisory risk and performance services
42 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
BRASS SPONSORS (continued)
MastercardMONDAY AFTERNOON COFFEE BREAK
MariBeth McCarthyVP Bus Leadermaribeth_mccarthymastercardcomwwwmastercardcom
Mastercard (NYSE MA) is a technology company in the global payments industry We operate the worldrsquos fastest payments-processing network connecting consumers financial institutions merchants governments and businesses in more than 210 countries and territories Mastercardrsquos products and solutions make everyday commerce activities easier more secure and more efficient for everyone
PNC BankDIRECTIONAL SIGNAGE
Lauren GradwellAccount MgrLaurengradwellpnccomwwwpnccomideas
PNC is one of the nationrsquos largest financial services organizations providing retail and business banking residential mortgage banking specialized services for corporations and government entities including corporate banking treasury management real estate finance asset-based lending wealth management and asset management We are focused on delivering ideas insight and solutions to our clients to help them maximize the value of their business
Williams AdleyMONDAY MORNING COFFEE BREAK
Melinda BuckBus Dev Leadmbuckwilliamsadleycomwwwwilliamsadleycom
Williams Adley is one of the countryrsquos premier certified public accounting and management consulting firms Our diverse knowledge backgrounds and subject-matter expertise help a wide variety of government agencies and businesses achieve their financial program and information technology goals
AGA PDT 2018 | ORLANDO 43
MEDIA SPONSORS
Government Matters
John Meyer Managing DirjmeyerGovMatterstv wwwGovMatterstv
Government Matters is a television news program dedicated to providing non-partisan information and analysis to federal managers contractors and those supporting the federal marketplace The program airs weeknights in Washington DC on NewsChannel 8 Sunday Mornings on ABC 7 and worldwide on the American Forces Network (AFN)
GOVERNING
Meg Keller Dir of Marketingmkellergoverningcomwwwgoverningcom
For 25 years GOVERNING has been the only publication dedicated to providing the information insight and inspiration state and local leaders need to govern effectively Subscriptions for most state and local government professionals are free as is attendance at most GOVERNING events
Route Fifty
Hilery Sirpis Publisherhsirpisgovexeccomwwwroutefiftycom
Route Fifty a new digital publication and events brand from Atlantic Mediarsquos Government Executive Media Group connects leaders and ideas advancing state and local governments with news insight and resources It facilitates sharing of best practices and ideas among those creating government programs policies and institutions for the 21st century
44 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Play AGArsquos Exhibitor Hunt and win big prizes
including FREE registration to an
upcoming AGA training event
View CPEs Earned
Visit httpsessions ats-leads comagapdt2018 and enter your badge number to view CPEs earned during PDT
Note Only CPEs earned from previous day(s) can be viewed
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with Accenture
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Service amp Silent
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Kearney amp CoPhoto Booth
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RelaxationStation
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VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
MAINENTRANCE
Stop by PDT 2019 Booth 102
Relax RechargeGet a free massage
46 AGACGFM | PDT18
Exhibit Hall Floor Plan
Exhibitors by Booth Number
Company Name Booth
Infor 100 Bureau of the Fiscal Service 101Audimation Services 104American Society of Military Comptrollers 106Kearney Photo Booth 107Graduate School 108 Sehlke Consulting LLC 200Guidehouse 201Kforce Government Solutions Inc 202mLINQS LLC 203RSM US LLP 207GrantSolutions 209ACL Services Ltd 300Williams Adley 301CohnReznick Government 302AOC Solutions 303CGI Federal 306Virtual Experience with Accenture 307Savantage Solutions 308TeraThink Corporation 400Lynch Consultants LLC 401Interior Business Center 402GEHA 403
Company Name Booth
IFAS LLC 407TFC Consulting Inc 409Grant Thornton LLP 500RMA Associates LLC 501Castro amp Company LLC 503KPMG LLP 506AGA Community Service amp Silent Auction 507Kearney amp Company 600EY 601AGA 607J P Morgan 701FI Consulting 703CliftonLarsonAllen LLP 706MorganFranklin Consulting 707Becker Professional Education 709Management Concepts 800Qlik Tech Inc 801U S Army Financial Management Command 802The MIL Corporation 805Immersion Consulting 806Automation Anywhere 809
ACL Services LtdBOOTH 300wwwaclcom
ACL is a global software company with innovative solutions for public sector professionals to keep processes in check and provide higher levels of assurance through team-based analytic approaches ACLrsquos platform has helped over 250 government offices globally to bolster compliance manage risks and assure effective governance Learn more at our booth and wwwaclcom
AGABOOTH 607wwwagacgfmorg
AGA is the member organization for government financial management professionals We lead and encourage change that benefits our field and all citizens Our networking events professional certification publications and ongoing education help members build skills and advance their careers Learn about our thought-leadership library online tools CGFM designation and more
AGA PDT 2018 | ORLANDO 47
Exhibitor Appreciation AGA Corporate Partner
AGA Community Service amp Silent AuctionBOOTH 507
Buy tickets and bid for great prizes in our silent auction including gift certificates gift baskets sports memorabilia vacations and more Proceeds support AGArsquos National Community Service Fund the American Cancer Society the American Heart Association the Humane Society and Habitat for Humanity Winners posted daily present the winning ticket to claim your prize
AGA New Orleans ChapterBACK OF EXHIBIT HALLwwwagacgfmorgneworleans
Stop by our booth to learn more about New Orleans and plan your trip to PDT 2019 scheduled for July 21ndash24 2019 You might win a free PDT 2019 registration
American Society of Military Comptrollers BOOTH 106wwwasmconlineorg
ASMC is the non-profit educational and professional organization for persons military and civilian in the overall field of military comptrollership ASMC promotes the education and training of its members and supports the development and advancement of the military comptrollership profession The society provides professional programs to keep members abreast of current issues and encour-ages the exchange of information techniques and approaches
AOC SolutionsBOOTH 303wwwaocfederalsolutionscom
AOC Solutions Inc is a Service-Disabled Veteran-Owned Business providing financial management federal accounting audit readiness support and technology services AOC thought leaders are dedicated to helping agencies identify better ways to analyze accounting and financial data for cost reduction and increased efficiency
Audimation ServicesBOOTH 104wwwaudimationcom
Audimation Services Inc is the US distributor of CaseWare IDEAreg a powerful user-friendly data analytics software tool designed to help profes-sionals extend auditing capabilities detect fraud and meet documentation standards We specialize in helping organizations streamline audits simplify data acquisition and improve business processes
Automation Anywhere BOOTH 809
See write-up on page 42
Becker Professional EducationBOOTH 709wwwbeckercom
Do you need CPE for CGFMreg CPA or the new DoD FM Certification Come ask about our Government Family Offer Nearly half a million professionals have advanced their careers through our CPE programs including CPA Exam Review PMPreg Exam Review Cybersecurity Six Sigma and more And be sure to check out our new program for Certified Anti-Money Laundering Specialists (CAMS)
Bureau of the Fiscal ServiceBOOTH 101wwwfiscaltreasurygov
The Bureau of the Fiscal Service serves as a catalyst for transforming the way the federal government manages finances and delivers shared services Our passion is improving financial management and shared service delivery through efficient and effective operations and through guidance and assistance to others
48 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Castro amp Company LLCBOOTH 503www castroco com
Headquartered in Washington DC Castro amp Company is an audit advisory and accounting services CPA firm with a strong federal customer focus We are a Minority-Owned Small Business offering the personalized services of a small firm with the full resources and quality expected from a larger CPA firm
CGI FederalBOOTH 306
See write-up on page 38
CliftonLarsonAllen LLPBOOTH 706
See write-up on page 39
CohnReznick GovernmentBOOTH 302www cohnreznick com
CohnReznick Government provides audit accounting and financial management compliance risk and integrity monitoring program and project management and disaster response and recovery Our comprehensive project management approach provides clients with reliable processes and delivers accounting insights to help government organizations improve communication administer fiscal and operational strategies and meet compliance requirements
EYBOOTH 601
See write-up on page 39
FI ConsultingBOOTH 703www ficonsulting com
FI Consulting develops effective practical solutions to help federal agencies achieve their missions while operating efficiently managing risk and adapting to a changing policy environment We apply our core strengths in Data Analytics Modeling and Technology to gain program performance insight manage risk improve operations and better deliver mission
GEHABOOTH 403www geha com
GEHA provides medical and dental plans through the FEHB and FEDVIP programs for more than 18 million federal employees retirees and their families GEHA members receive year-round vision and hearing benefits plus other discounts For more information please stop by our booth or visit gehacom and gehadentalcom
Graduate SchoolBOOTH 108www graduateschool edu
Graduate School USA provides a wide range of learning opportunities in formats accessible to adult learners everywhere through training continuing education courses executive and leadership development and credit offerings For professionals in the government auditing and financial management community we offer a comprehensive curriculum taught by leading practitioners
Grant Thornton LLPBOOTH 500
See write-up on page 38
AGA PDT 2018 | ORLANDO 49
GrantSolutionsBOOTH 209www grantsolutions gov
GrantSolutions supports Federal agencies throughout the grants lifecycle mdash from pre-award planning through application award and closeout Our service finds solutions for shared mission needs across agencies while incorporating unique business and regulatory processes for grant programs GrantSolutions is an OMB-selected grants business leader providing end-to-end innovative grants management services dedicated to advancing the mission of Federal agencies
GuidehouseBOOTH 201
See write-up on page 40
IFAS LLCBOOTH 407www ifas-llc com
IFAS is an 8(a) Service-Disabled Veteran-Owned Small Business Woman-Owned Small Disadvan-taged Business providing Program Management Business and Finance Operations Integrated Logistics and IT Support Services to meet specific needs of our clients We provide geographically dispersed support available when and where you need us
Immersion ConsultingBOOTH 806www immersioninc com
Immersion Consulting a Service-Disabled Veteran-Owned Small Business headquartered in Annapolis Md provides business management and technology consulting to government nonprofit and commercial clients Founded in 2004 we specialize in program management financial management technology services and training Our mission provide clients with actionable business solutions that yield sustainable results
InforBOOTH 100www infor com
Infor Public Sector solutions streamline financial management across multiple systems With more than 25 years of public sector experience Infor helps you meet organization demands including budget and audit readiness performance management and financial control with flexible solution deployment options to help you operate more quickly and efficiently
Interior Business CenterBOOTH 402www doi govibc
The Interior Business Center one of several OMB-approved interagency shared-service providers offers acquisition financial manage-ment and HR under a fee-for-service full cost recovery business model By assisting multiple federal organizations IBC can leverage resources to share economies and efficiencies with external customers and our parent agency the US Department of the Interior
JP MorganBOOTH 701
See write-up on page 41
Kearney amp CompanyBOOTH 600
See write-up on page 40
Kforce Governnment Solutions IncBOOTH 202www kforcegov com
Kforce Government Solutions Inc (KGS) provides management and technology solutions to Federal Government and State and local agencies We deliver customized solutions across financial management organizational transformation and IT to solve our clientsrsquo most complex mission and business challenges KGS also offers the innovative TraumaFXreg line of medical training manikins
50 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
KPMG LLPBOOTH 506
See write-up on page 40
Lynch Consultants LLCBOOTH 401www lynchconsultants com
Lynch Consultants provides strategic financial and program advisory and assistance services to the federal government We partner with clients to deliver project management services financial and business support and strategic policy solutions for complex government programs Clients include numerous federal departments including DoD Navy Army VA HHS and HUD
Management ConceptsBOOTH 800www managementconcepts com
Management Concepts is a leading provider of professional development performance improve-ment and talent management solutions for the public sector Since 1973 we have collaborated with the federal government state and local offices non-profit organizations universities and corporations to enhance the performance of teams and organizations Follow us on Twitter Mgmt_Concepts
The MIL CorporationBOOTH 805www milcorp com
The MIL Corporation has grown steadily for 36 years and remains dedicated to excellence service and support across our four major service areas financial management and systems support information technology cyber security and systems and C4 engineering For more information please visit us at wwwmilcorpcom or on Facebook at httptinyurlcomFacebookMIL
mLINQS LLCBOOTH 203www mLINQS net
mLINQS a Service-Disabled Veteran-Owned Small Business founded in 2003 provides the govern-mentrsquos leading employee relocation management system and E-Gov travel (ETS2) consulting services Since 2004 mLINQS relocation system has automated relocations and tracked expenses for more than 30 agencies
MorganFranklin ConsultingBOOTH 707www morganfranklin com
MorganFranklin Consulting headquartered in McLean Va provides business consulting and technology solutions to public companies fast-growing private companies and US govern-ment agencies Third-party customer satisfaction surveys highlight the companyrsquos reputation for being hands-on flexible and skilled at bringing diverse groups together to complete projects on time and within budget
Qlik Tech IncBOOTH 801www qlik com
Qlikreg is the leading data analytics platform and the pioneer of user-driven business intelligence Its portfolio of cloud-based and on-premise solutions meets customersrsquo growing needs from reporting and self-service visual analysis to guided embedded and custom analytics regardless of where data is located
RMA Associates LLCBOOTH 501www rmafed com
RMA an SBA Certified 8(a) Small Business located in the Washington DC metropolitan area specializes in audit consulting and advisory
AGA PDT 2018 | ORLANDO 51
RSM US LLPBOOTH 207
See write-up on page 42
Savantage SolutionsBOOTH 308www savantage net
Savantage Solutions a CMMIreg Level 3 Rated and ISO 90012008 certified company is a leading provider of software development business consulting and program management support services One of only five vendors of financial management systems certified for federal use Savantage takes pride in its service excellence
Sehlke Consulting LLCBOOTH 200www sehlkeconsulting com
Founded in 2011 Sehlke Consulting is a Service-Disabled Veteran-Owned Small Business and Historically Underutilized Business Zone (HUBZone) firm based in Arlington Va We provide comprehensive leading solutions in Financial Management Acquisition Management Logistics and Supply Chain Management and National Security amp Defense Programs
TeraThink CorporationBOOTH 400www terathink com
TeraThink takes pride in the outstanding reputation we have earned over the past 15 years for delivering superior results to federal customers With expertise in agile development enterprise application technologies financial services and cloud solutions our delivery platform brings exceptional scale and value to support customersrsquo transformation business automation and mission-related goals Visit our booth and wwwTeraThinkcom for more information
TFC Consulting IncBOOTH 409www tfcci net
A licensed CPA firm Small Disadvantaged Business and ISO 9001_2015-certified enterprise TFC is the trusted partner of federal agencies facing complex financial management challenges Now celebrating 15 years of success and excellence in assisting clients TFC develops and implements comprehensive solutions to improve financial management environments and achieve operational efficiency
US Army Financial Management CommandBOOTH 802www facebook comUSAFMCOM
US Army Financial Management Command is responsible for the delivery of Army-wide Financial Management (FM) functions including Enterprise Resource Planning systems support audit and compliance support financial operations support and ERP business process standardization support and for providing operational oversight of Army field FM activities
Williams AdleyBOOTH 301
See write-up on page 43
Note The contents of this exhibitor list were compiled from information supplied by exhibitors While every effort has been made to ensure contents are correct AGA is unable to accept liability for errors or omissions or for any claims made by exhibitors
52 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AGA PDT 2018 | ORLANDO 53
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AIG Assistant Inspector GeneralAssoc AssociateAsst AssistantBus BusinessCEO Chief Executive OfficerCFO Chief Financial OfficerCIO Chief Information OfficerCo CountyComm CommitteeCOO Chief Operating OfficerCPAG Corporate Partner Advisory GroupDep DeputyDept DepartmentDev DevelopmentDir DirectorDiv DivisionEduc EducationERM Enterprise Risk ManagementExec ExecutiveFed FederalFM Financial ManagementGM General Manager Govt Government
Fields of Study See page 4 for list of Fields of Study
AOC Architect of the CapitolAOUSC Administrative Office of the
US CourtsCommerce US Department of CommerceDHHS US Department of Health
and Human ServicesDHS US Department of
Homeland SecurityDLA Defense Logistics AgencyDoD US Department of DefenseDoE US Department of EnergyDOI US Department of the InteriorDOJ US Department of JusticeDoS US Department of StateFASAB Federal Accounting Standards
Advisory BoardFiscal Service Bureau of the Fiscal ServiceFIT Office of Financial Innovation
and TransformationFMSB Financial Management Standards
BoardFTA Federal Transit Administration
HR Human ResourcesIG Inspector GeneralIT Information TechnologyMgmt ManagementMgr ManagerNatrsquol NationalOfc OfficePNP AGA Past National
PresidentPNT AGA Past National
TreasurerRPA Robotic Process
AutomationRVP Regional Vice PresidentSecrsquoy SecretarySME Subject Matter Expert Sr SeniorSvc ServiceSVP Senior Vice PresidentTech TechnicalUniv UniversityVP Vice President
GAO Government Accountability OfficeGASB Government Accounting Standards
BoardGSA US General Services
AdministrationHUD US Department of Housing
and Urban DevelopmentIRS Internal Revenue ServiceNASA National Aeronautics and Space
AdministrationNSF National Science FoundationOCFO Office of the Chief Financial OfficerOIG Office of Inspector GeneralOMB Office of Management and BudgetSBA Small Business AdministrationTreasury US Department of the TreasuryUSAID US Agency for International
DevelopmentUSDA US Department of AgricultureUSPTO US Patent and Trademark OfficeVA US Department of
Veteran Affairs
54 AGACGFM | PDT18
Glossary
MAIN CONVENTION CENTERSINGLE-LEVEL
REGISTRATION
CYBER LOUNGE
EX
HIB
IT H
ALL
PLENARY S
ESSIO
NS
AGA PDT 2018 | ORLANDO 55
Convention Center Floor Plans
圀䔀 䰀䤀匀吀䔀一 簀 圀䔀 䤀一一伀嘀䄀吀䔀 簀 圀䔀 䐀䔀䰀䤀嘀䔀刀
吀愀猀栀甀 吀爀椀瘀攀搀椀Ⰰ 倀爀攀猀椀搀攀渀琀䌀䔀伀 㜀㤀㐀 漀爀 琀琀爀椀瘀攀搀椀䀀琀昀挀挀椀渀攀琀
嘀椀猀椀琀 漀甀爀 眀攀戀猀椀琀攀 愀琀 眀眀眀琀昀挀挀椀渀攀琀
䘀漀爀 洀漀爀攀 椀渀昀漀爀洀愀琀椀漀渀 挀漀渀琀愀挀琀 吀䘀䌀
椀猀 琀栀攀 琀爀甀猀琀攀搀 瀀愀爀琀渀攀爀 昀漀爀 昀攀搀攀爀愀氀 愀最攀渀挀椀攀猀 琀栀愀琀愀爀攀 昀愀挀椀渀最 挀漀洀瀀氀攀砀 ǻ渀愀渀挀椀愀氀 洀愀渀愀最攀洀攀渀琀 挀栀愀氀氀攀渀最攀猀
吀䘀䌀 䌀漀渀猀甀氀琀椀渀最 䤀渀挀
뜀뜀
뜀뜀뜀뜀
䔀渀琀攀爀瀀爀椀猀攀 刀椀猀欀 䤀渀琀攀爀渀愀氀䌀漀渀琀爀漀氀猀 䄀搀瘀椀猀漀爀礀䤀洀瀀爀漀瀀攀爀 倀愀礀洀攀渀琀猀䴀攀愀猀甀爀攀洀攀渀琀 刀攀洀攀搀椀愀琀椀漀渀䘀椀渀愀渀挀椀愀氀 刀攀瀀漀爀琀椀渀最 䄀䄀挀挀漀甀渀琀椀渀最 伀瀀攀爀愀琀椀漀渀猀䘀椀渀愀渀挀椀愀氀 匀琀愀琀攀洀攀渀琀 䌀漀洀瀀氀椀愀渀挀攀 䄀甀搀椀琀䐀愀琀愀 䄀渀愀氀礀琀椀挀猀 伀瀀琀椀洀椀稀愀琀椀漀渀䤀吀 匀攀挀甀爀椀琀礀 刀攀瘀椀攀眀 䄀猀猀攀猀猀洀攀渀琀
伀甀爀 瘀愀氀甀攀ⴀ愀搀搀攀搀 猀攀爀瘀椀挀攀猀㨀
圀栀愀琀猀 礀漀甀爀 渀攀砀琀 洀漀瘀攀㼀
䴀愀渀礀 瀀愀琀栀猀Ⰰ 漀渀攀 挀漀爀爀攀挀琀 爀漀甀琀攀 䘀漀氀氀漀眀 吀䘀䌀 愀氀漀渀最 琀栀攀 爀漀甀琀攀 琀漀 猀甀挀挀攀猀猀 䘀椀爀猀琀 琀栀愀琀 挀漀爀爀攀挀琀氀礀
挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
PiYotrade LIVE mdash sweat and burn calories with fusion-style movements inspired by yoga and Pilates This class incorporates dynamic balance strength flexibility and functional training with upbeat music All levels welcome and no equipment is needed Prizes will be given daily plus a grand prize
630 am ndash 4 pm
Registration Open
7 ndash 8 am
Continental Breakfast with ExhibitorsROYALSABALSAGO
8 ndash 830 am
Opening CeremonyCYPRESS BALLROOM
830 ndash 945 am
M100 Plenary Session Monday MorningCYPRESS BALLROOM | FOS ACCG
Hear GAOrsquos comptroller general discuss changes from last yearrsquos US government financial position progress on key GAO initiatives and what GAO and auditors might look forward to in the future
Gene Dodaro Comptroller General GAO
M Ann Ebberts CEO AGA
945 ndash 1030 am
Coffee Break with ExhibitorsROYALSABALSAGO
1030 ndash 1145 am
M101 Wersquove Got the Data Now WhatGRAND 12-14 | FOS ACC
With the DATA Act data is becoming more consistent and reliable Agencies have a plethora of interesting federal obligation and spending data at its fingertips While some agencies see it only as an exercise in compliance others are starting to realize there is a lot of potential with this data Join this session to explore these points hellip and more
M Dave Mader Chief Strategy Officer Deloitte Consulting
14 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
M103 Natural Disasters and Accountability Related to Government FundingCRYSTAL C-F | FOS AUDG
Congress has allocated tens of billions of dollars in disaster-related aid to help communities recover from the devastating hurricanes and wildfires of 2017 States and local governments are also supporting this recovery During this session hear what agencies are doing to ensure government accountability for such aid
M Berri Davis Dir GAO
M104 Building the Future Workforce for StateLocal GovernmentsCRYSTAL H | FOS BMO
How are state and local government leaders recruiting and attracting the next generation of accountants Join the roundtable to see how different offices are fighting back against the ldquosilver tsunamirdquo
M Lealan Miller AGA FMSB Chair
M105 Driving Competitive Advantage with TBMCRYSTAL K-L | FOS BMO
Like any new method process or automation tool Technology Business Management (TBM) will impact federal agencies their technology management and business teams Join this session to learn more about how TBM is creating standards and business views that are meaningful to CIOs and CFOs
M Kevin Greer VP CGI Federal
M106 Accelerating Shared Services for Finance and Accounting OperationsGRAND 9-11 | FOS BMO
For nearly 20 years the federal government has been considering the use of shared services Progress has been slow especially in the area of consolidating duplication and overlap in areas such as finance and accounting This panel examines approaches to accelerate shared services in operations
M Rowan Miranda CFO Advisory Practice Leader Accenture Federal Services
M107 Advanced Process Automation Increasing Productivity with RoboticsCANARY 3-4 | FOS IT
The Fiscal Service and other federal agencies are testing robotic process automation to minimize repeatable manual operations in core financial management processes Learn about future trends in the financial industry along with potential applications that will transform the financial management community Senior leaders across agencies will share trends and discuss the priorities ahead This session will be of interest to the federal state and private sectors
M Craig Fischer Program Mgr Fiscal Service
AGA PDT 2018 | ORLANDO 15
Monday mdash AgendaGlossary on page 54Check PDT app for speakers
M108 OCFO of the Future mdash What Does It Look LikeCRYSTAL M-Q | FOS MGMT
What does the OCFO look like in the age of robotics Blockchain data analytics and cloud computing Attend this session to hear from an expert panel to learn what CFOs are doing to integrate new technology into their organizations and their roles
M Joe Kull Dir Guidehouse
M109 Taking Care of CustomersCRYTAL A-B | FOS PD
Customers are people too hellip and the reason you exist But when has anyone ever trained you to deal with them Take a moment to learn some elements of what it means to take care of customers with more stories and more energy thatrsquoll give you something to think about
M Mary Peterman Dep Chief Finance and Procurement AOUSC
1145 am ndash 1 pm
Luncheon and Awards CeremonyCYPRESS BALLROOM
1 ndash 150 pm
M110 Plenary Session Curing Adultitis mdash Your Prescription for Less Stress and More SuccessCYPRESS BALLROOM | FOS PD
Adultitis is an epidemic that is coming hard after us every day It infiltrates even the best environments producing stress and burnout Learn practical tips for reclaiming your passion bringing more fun and less stress to the job at hand
Jason Kotecki Artist Author Founder of Escape Adulthood
M Mark Easton Dep CFO ndash Comptroller DoD
205 ndash 320 pm
M111 Itrsquos a Disaster Before During and AfterCRYSTAL A-B | FOS ACC
Is your agency equipped for a disaster Hear from federal state and local officials about the challenges and best practices when preparing for responding to and accounting for disasters
M Mary Peterman Dep Chief Finance and Procurement AOUSC
M112 Governance Over Financial Statements IT Control RiskGRAND 9-11 | FOS ACCG
Join a panel of experts as they discuss key resources in the federal space In particular the experts will take a closer look at a management assessment framework for IT general controls in support of the annual assurance process and conclusions
M Scoey Alexander Sr Mgr Kearney amp Company
CGFMs donrsquot forget to wear red or apparel with the CGFM logo
on Tuesday to celebrate CGFM Day
16 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
M113 Lessons Learned from Real-life FraudsCRYSTAL C-F | FOS AUDG
This session will feature presentations of frauds committed by state and local governments Panelists will also discuss how the perpetrators circumvented controls or took advantage of the absence of controls
M Maribeth McCarthy Dir Bus Dev Mastercard
M114 Conducting Audits in Challenging EnvironmentsCRYSTAL K-L | FOS AUDG
Conducting audits in unique environments presents challenges Whether itrsquos in a remote village on the other side of the world in the middle of a disaster or at an unexpected location here at home mdash this session highlights some of these challenges and discusses strategies for overcoming them
M Sal Ercolano Sr Advisor Williams Adley
Follow us guidehouse_us linkedincomcompanyguidehouse-us
Introducing Guidehouse formerly PwC Public Sector oering the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected We invite you to learn more at guidehousecom
copy 2018 Guidehouse
Hi wersquore (not so) new here
AGA PDT 2018 | ORLANDO 17
Monday mdash AgendaGlossary on page 54Check PDT app for speakers
M115 DATA Act Opportunities to Become More Data-DrivenGRAND 12-14 | FOS FIN
Hear about steps Treasury and other federal agencies have taken to improve the quality of the data published on USAspendinggov and explore opportunities for federal state and local governments to use the data to improve performance and outcomes
M Aileen Burgman Sr Policy Analyst Treasury
M116 ldquoKnock Knock rdquo ldquoWhorsquos ThererdquoCRYSTAL H | FOS IT
New innovations in cognitive technology and authentication give government officials a better understanding of who is ldquoknockingrdquo at the door Through cognitive technology digital identity will not only allow government to more effectively and efficiently police access but it will enable citizens to safely electronically engage with government This session will explore digital identity and the new role it can serve as it moves from policing to enabling access
M Tony Hubbard Principal KPMG
M117 Governmentrsquos Blockchain Journey mdash Lessons LearnedCANARY 1-2 | FOS IT
Blockchain has potential to bring security efficiency and speed to a range of services and processes How should agencies look to incorporate Blockchain into the way they function today Panelists will share successes pain points and lessons learned from standing up solutions from Blockchain technology
M Christina Canavan Dir Deloitte
M118 CFO and CIOs 2018 Models for Synergy and SuccessCANARY 3-4 | FOS MGMT
CFO and CIO experts discuss the intersection of policies and management issues that impact them The session will also discuss how these leaders can work together to improve efficiency and transparency reduce risk and strengthen the workforce offering models for success
M Daniel Meers Natrsquol Leader Transformation RSM LLP
M119 The Art of Tinkering Tiny Ways to Transform EverythingCRYSTAL M-Q | FOS PD
Drive innovation achieve new levels of happiness and uncover hidden opportunities by learning the art of tinkering In times of uncertainty and change the small things really do make the biggest difference
M Lisa Casias Dep Asst Secrsquoy for Administration Commerce
320 ndash 4 pm
Coffee Break with ExhibitorsROYALSABALSAGO
More than one concurrent session you want to attend
Donrsquot forget recorded sessions will be archived and available for one year
18 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
4 ndash 515 pm
M120 Audit Tips for Federal Disaster Response EffortsCANARY 3-4 | FOS AUDG
Hear about lessons learned and advice for auditing federal disasters The panel will discuss prior audit findings recom-mendations and tips from previous audits Attendees will also learn insights from Emergency Management Oversight Teams
M Steve Rickrode Dep Asst IG for Audit USDAndashOIG
M121 Financial Audits or Performance AuditsCANARY 1-2 | FOS AUDG
Financial audits have been the backbone of audit shops in state and local government Recently though some of these organi-zations have redirected their efforts into performance audits to give legislators more information on how agencies are meeting their missions This session will explore the differences and similarities between these two audit models and which one could best serve your organization
M Gerry Boaz Tech Mgr TN Div of State Audit
M122 March of the Robots mdash Join the ParadeCRYSTAL H | FOS IT
Software robots or ldquobotsrdquo operate like humans and our understanding of them continue to rapidly evolve During this session the panel will explore experiences of three organizations now implementing intelligent automation solutions
M Kirke Everson Managing Dir KPMG
M123 Moving Federal Financials to the Cloud Two Case StudiesROOM CRYSTAL K-L | FOS IT
Remaining status quo when it comes to financial management systems can cost your agency time and money Join this session to hear from agencies who have eliminated barriers towards growth and moved their agencyrsquos financial management systems to a secure compliant agile and forward-thinking model
M John Nemoto VP Hybrid IT CGI Federal
M124 Swamped and Overwhelmed How to Cope with Data Overload CRYSTAL A-B | FOS MGMT
Agencies have amassed large volumes of data about business operations services and customers Few agencies though have fully tapped this resource to measure and improve performance This panel describes how data can better support federal agency performance management efforts
M Kris Naleszkiewicz Sr MgrndashFinance Analytics Lead Accenture Federal Services
M125 Leadership Gold NuggetsCRYSTAL M-Q | FOS PD
Participants will learn ldquogold nuggetsrdquo of leadership wisdom accumulated during decades of studying practicing and teaching leadership This session will include a panel discussion of these leadership fundamentals and their application in a variety of professional accountability careers
M Paul Barrett Professor Longwood Univ
AGA PDT 2018 | ORLANDO 19
Monday mdash AgendaGlossary on page 54Check PDT app for speakers
M126 What Caused My Risk GRAND 12-14 | FOS STAT
Root cause analysis is often a forgotten element of resolving issues because the focus tends to be more on correcting the issue than evaluating the cause This session will feature this proactive approach to problem resolution to help prevent issues from happening in the future
M Kenneth Donohue Former HUD IG
M127 Ethics in the WorkplaceCRYSTAL C-F | FOS BETH
This session will cover the components of ethical behavior as well as the need to maintain an ethical environment in the workplace Participants will learn tips and techniques to create and maintain an environment that is ethical and conducive to the mission of the organization
M Marsi Woody Financial Exec Officer Idaho State Police
M128 Citizen-Centric Reporting mdash Turning Data Into InformationGRAND 9-11 | FOS ACCG
Hear how AGArsquos Citizen-Centric Reporting (CCR) can be used as an electronic portal to an agency See examples of how agencies have taken enormous amounts of data found on government websites and turned it into pages of focused and easy to read information for the consumer and citizen
M John Lynskey Controller NSF
515 ndash 630 pm
Monday Event with ExhibitorsROYALSABALSAGO
20 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
Health and Dental benefits designed exclusively for federal employees retirees and their families
We stand by you
gehahealth
gehacom
8008216136
OR-ADS-0318-004
Health and Dental benefits designed exclusively for federal employees retirees and their families
We stand by you
gehahealth
gehacom
8008216136
OR-ADS-0318-004
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
See description on page 14
630 am ndash 4 pm
Registration Open
7 ndash 8 am
Continental Breakfast with ExhibitorsROYALSABALSAGO
8 ndash 915 am
T100 Plenary Session Leading from Any SeatCYPRESS BALLROOM | FOS PD
With real-world stories and insights from in and out of the cockpit Shannon Huffman Polson offers tangible leadership lessons for you to seek out your own targets and incorporate them into your own profession By examining leadership and situational challenges Shannon empowers others to lead and thrive in any dynamic environment
Shannon Huffman Polson Former US Army Captain and Pilot
M Doug Glenn AGA Immediate PNP
930 ndash 1020 am
T101 A Future Financial Reporting ModelCRYSTAL M-Q | FOS ACCG
Data and tools exist to provide consumable financial data to internal and external users by providing multiple ways of finding answers What if the data and tools were integrated into a digital model Join this session to learn how digitized data can reinvigorate the way we communicate and interact with financial information
M Tasha Austin Sr Mgr Deloitte
T102 Emerging Issues in State Government AccountabilityCRYSTAL C-F | FOS FIN
States often face many demands on their operation mdash coming from both a local and federal level This session will explore how two states are dealing with these pressures and what the future balancing act of demands looks like for them
M Melinda Miguel Dep IG AOC
T103 Leveraging Data Analytics Transforming Data Into Better DecisionsCRYSTAL H | FOS AUD
As data analytics become more commonplace in government agencies can leverage analytics tools to make better decisions and improve the effectiveness and efficiency of their programs This session will explore how analytics can be used to enhance decision-making
M Shivendra Verma Principal Grant Thornton LLP
PDT18 Follow us
AGACGFM
22 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T104 Implementing the Revised OMB Circular A-123 Appendix ACANARY 1-2 | FOS AUDG
This session will focus on the newly released revision to OMB Circular A-123 Appendix A Hear about the renewed focus on data quality planning as well as flexibilities provided around agency control activities
M David Zavada Sr Partner Kearney amp Company
T105 What Are Subrecipients Doing with Your MoneyGRAND 9-11 | FOS BMO
During this session attendees will hear what a subrecipient monitoring program should include
M Nasr Fahmy Asst Dir for Financial Assistance Oversight DHSOCFOFinancial Assistance Policy and Oversight
T106 Letrsquos Get Uncomfortable and Talk About Sexual HarassmentCANARY 3-4 | FOS HR
Victims of sexual harassment are speaking up and the alleged harassers are being exposed Join this important and timely session to learn what you can do to prevent sexual harassment in your workplace and create a safer work environment
M Karen Wilson Principal Public Sector Practice Guidehouse
T107 Hey Bot mdash What Can You Do for MeCRYSTAL K-L | FOS IT
Robotic Process Automation (RPA) has found its way into the government This session will discuss how federal agencies are currently using RPA and the potential for leveraging cognitive automation and artificial intelligence as the next steps in the intelligent automation process
M Adam Goldberg Exec Architect Fiscal Service
T108 Next Generation ERP Systems for Federal AgenciesGRAND 12-14 | FOS MGMT
This panel will examine ldquowhatrsquos nextrdquo for ERP systems at a time when many federal agencies need to modernize their financial systems This session will debate on-premise vs cloud single vendor vs best of breed agency owned and maintained vs shared services and outsourced support
M James Harris Finance and Enterprise Performance ndash Sr Mgr Accenture Federal Services
T109 Managing Large Complex Federally Funded Grants and ContractsCRYSTAL A-B | FOS SK
Increased scrutiny of large complex grants and contracts require agencies better assess their project risks develop mitigation strategies and monitor outcomes This session covers approaches to manage civilian and military construction projects measure earned-value and improve outcomes
M Bert Nuehring Partner Crowe LLP
AGA PDT 2018 | ORLANDO 23
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
930 ndash 11 am
Professional Ethics Board MeetingWASHINGTON
1020 ndash 11 am
Coffee Break with ExhibitorsROYALSABALSAGO
11 ndash 1150 am
T110 Innovations in Public PerformanceCRYSTAL K-L | FOS ACCG
Not surprisingly citizens want to know what they are getting for their tax dollars Panelists will discuss the performance measures and innovative techniques for engaging citizens developed by governments to help inform taxpayers
M Shivendra Verma Principal Grant Thornton LLP
T111 Setting the Foundation for TransparencyCRYSTAL A-B | FOS ACCG
This is a discussion of lessons learned from the first year of the DATA Act and next steps to improving transparency This session will discuss one agencyrsquos approach to successfully implementing the Act and next steps to improving its results
M Robert Shope Partner EY
T112 Federal Financial Audit Approach AlternativesGRAND 12-14 | FOS AUD
This session will share ideas identified by a federal CFO council workgroup to improve the nexus of costs benefits risks and burdens of the Agency Financial Report audit process
M Scott Bell Sr Staff Accountant Treasury
T113 How to Integrate Non-financial and Financial ReportingCRYSTAL M-Q | FOS AUDG
Explore how agencies leverage internal control over financial reporting organization structure knowledge and tools to address non-financial internal control requirements
M Jon Rymer Dir Lynch Consultants LLC
T114 Go Green From Overhead to Higher Training BudgetsCANARY 1-2 | FOS FIN
This session will discuss ways a department agency or business can decrease costs and allocate more resources towards employee training and professional development
M Chidilim Okonkno Systems Accountant NASA
T115 Where Did My Data Go and Why Should I CareCRYSTAL C-F | FOS IT
How have breaches and data disclosure incidents affected organizations from an economic and reputational perspective This session will discuss the impact of ransomware and other malicious attacks that restrict access to modify or delete your data
M Sarah Mirzakhani IT Principal CliftonLarsonAllen LLP
24 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T116 Application of Emotional IntelligenceCRYSTAL H | FOS PD
Everyone has dealt with ldquodifficultrdquo co-workers and individuals This session will explore how to handle different types of personalities by growing your own emotional intelligence
M Megan Gaillard Dir of Audit Palm Beach Co ndash OIG
T117 CFO SurveyGRAND 9-11 | FOS ACCG
This yearrsquos AGA CFO survey focuses on the tools and processes needed to help agencies address current budgetary challenges and mandates Join this session to hear the results of the online and in-person survey and discuss the findings with a panel of current and former CFOs
M Jim Taylor Managing Dir Grant Thornton LLP
copy 2018 Becker Professional Education Corporation All rights reserved
The knowledge you need to help prepare you for the next level of success
Becker Continuing Professional Education
Whether yoursquore a CPA CGFM CDFM DoD FMCIA CFE CMA or need GAGAS Becker offers Continuing Professional Education (CPE) tohelp meet your needs
With Becker CPE your accounting audit and fi nance professionals receive the timelyand relevant knowledge needed to help themstay ahead
Take advantage of our Subscription Program for unlimited use of Beckerrsquos CPE
+ Special rate forGovernment Agencies
+ Live Webcast and OnDemand formats(24x7 access)
+ Includes streaming videoand video courses
For more details on this program please visit agacgfmorgonlineCPE or contact John Gioeli at jgioelibeckercom
AGA PDT 2018 | ORLANDO 25
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T118 Letrsquos Get Uncomfortable and Talk About Sexual Harassment (repeat session)CANARY 3-4 | FOS HR
See description on page 23
M Karen Wilson Principal Public Sector Practice Guidehouse
1150 am ndash 1250 pm
Luncheon and Awards CeremonyCYPRESS BALLROOM See page 41
105 ndash 220 pm
T119 Certified Government Financial Manager (CGFM)CRYSTAL A-B | FOS PD
Discover the value of the CGFM designation Participants will hear from colleagues on why they pursued this certification and how it has helped advance their careers and distinguish them from others in their field You will also learn tips for preparing for the three CGFM exams
M Katya Silver Dir of Professional Certification AGA
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
T120 Leadership Ethics and Decision Making in Early AuditsCRYSTAL K-L | FOS BETH
Everyone is faced with various levels of ethical dilemmas at work and leadership can often create a culture that promotes unethical behavior without realizing the consequences Join this session to explore how ethics are integral to the behavior of employees and the impact of the behavior on early audits
M Robert Hart Sr Mgr EY
T121 Disrupting Improper PaymentsCRYSTAL H | FOS IT
Preventing improper payments is a government-wide challenge Join this session to learn how to make significant improvements and leverage disruptive technology to promote data sharing recipient authentication and encourage stakeholder collaboration Panelists will share best practices and explore ways to address root causes
M Steven Bernstein Exec Dir Electronic Payments Product Exec JP Morgan Treasury Svcs
T122 Fraud in Federal Assistance ProgramsCRYSTAL C-F | FOS AUDG
This session will give attendees an in-depth look at how fraud in federal programs was handled by state agencies federal grantors and state prosecutors This topic will explore case studies on the Summer Food Service Program and the Child and Adult Care Food Program
M Jeff Hart AGA PNP
Like us on
26 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T123 AGArsquos Grant Survey Improving Grantee ComplianceGRAND 12-14 | FOS MGMT
Recognizing challenges with grantee compliance AGA conducted a nationwide survey of federal grant recipients on implementation issues related to the Uniform Guidance (2 CFR 200) This session will focus on strategies and activities to address the most troubling areas identified by respondents
M James McKay Principal SME Grants Management Line of Business KGS
T124 Agency Risk Profile Lessons Learned and ValueCANARY 1-2 | FOS MGMT
This session will focus on agenciesrsquo experience from their A-123 Risk Profile definition process This session will include discussion of lessons learned outcomes achieved and value created
M Daniella Datskovska Dir ERM and Internal Control TFC Consulting Inc
Helping you succeed is ours Learn more at KPMGcomusfederal
Anticipate tomorrow Deliver today
copy 2017 KPMG LLP a Delaware limited liability partnership and the US member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (ldquoKPMG Internationalrdquo) a Swiss entity Some of the services or offerings provided by KPMG LLP are not permissible for its audit clients or affiliates NDPPS 677263
Your business is serving the public
AGA PDT 2018 | ORLANDO 27
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T125 Conflict in the Workplace Surviving and ResolvingCRYSTAL M-Q | FOS PD
Explore the types and causes of conflict in the workplace Participants will learn how to handle and manage conflict in the workplace Experts will share techniques for dealing with co-workers supervisors and staff in various situations involving both positive and negative conflicts
M Peggy Javery Acting Assoc CFO USDA
T126 FASAB Update Leases and More to ComeCANARY 3-4 | FOS ACCG
Hear from FASAB staff about recently-issued standards open proposals and proposals under development FASAB staff will discuss implementation of the new standards Additionally insights regarding new developments will be shared along with tips to help you prepare
M Wendy Payne Exec Dir FASAB
105 ndash 325 pm
EXEC2 AGA Digital Executive Session (invitation only)GRAND 9-11 | FOS IT
Learn about emerging technologies that may soon change the way you support your organizationrsquos mission Understand priorities challenges issues and opportunities from government leaders Engage in a highly interactive and engaging discussion on the latest strategies for digital transformation and exchange ideas and solutions with colleagues that you can bring back to your organization
M Kevin Greer VP CGI Federal
235 ndash 325 pm
T127 Medicaid The Elephant in the RoomCANARY 3-4 | FOS ACCG
Medicaid is a critical service in the lives of millions of Americans It is also a major expense for both federal and state entities This session will explore the ways that federal managers and state auditors are collaborating to make sure that these allocated dollars are spent wisely
M Kinney Poynter Exec Dir NASACT
T128 Path to Auditability Implementing New FASAB StandardsCANARY 1-2 | FOS ACCG
This session will provide an understanding of SFFAS 48 Opening Balances for Inventory Operating Materials and Supplies Stockpile and SFFAS 50 Establishing Open Balances for General Property Plant and Equipment and discuss tips for successful implementation Additionally participants will hear about implementing the standards mdash including the pitfalls and best practices for success
M Eveka Rodriguez Partner Grant Thornton LLP
T129 Data Analytics for FraudCRYSTAL A-B | FOS AUDG
Proactive data monitoring and use of data analytics can prevent your entity from being subject to a public fraud This session will show attendees how proactive data analysis techniques and tools can save money prevent bad publicity and detect fraud faster with fewer resources
M Sarah Hays Programming Dir Data Coalition
28 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T130 Planning for Federal Funding DecreasesCRYSTAL C-F | FOS FIN
State and local governments federal funding sources are always in flux This session will feature a panel of state and local government leaders discussing what plans they have in place in the event of a reduction of federal funds
M Lealan Miller AGA FMSB Chair
T131 My Data Was Just BreachedCRYSTAL K-L | FOS IT
Access to data is key to effective analytics However with recent data breaches security standards around data transfer and storage have tightened This session discusses steps to follow to ensure secure handling of data in analytics programs
M Phil Magrogan COO Immersion Consulting
MAKES A DIFFERENCE
Find the six dierences in the two photos Present at booth 202 for your prize
2677 Prosperity Avenue Suite 100 Fairfax Virginia 22031 wwwkforcegovcom Kforce_govKGS
RISKMANAGEMENT
COMPLIANCE ampAUDIT SERVICES
GRANTSMANAGEMENT
FINANCIALIMPROVEMENT
FINANCIALTECHNOLOGY
AGA PDT 2018 | ORLANDO 29
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T132 Communicating Effectively Skills and TechniquesCRYSTAL M-Q | FOS COMS
Improve your communication skills with colleagues customers supervisors and staff mdash and learn how to adjust styles based on with whom you communicate verbally vocally and visually This interactive session will address the needs concerns and frustrations of communicating effectively in todayrsquos workplace
M Dave LeBlanc SVP-at-Large AGA
T133 The Presidentrsquos Management Agenda and the Uniform GuidanceCRYSTAL C-F | FOS MGMT
The Presidentrsquos Management Agenda (PMA) was released in March 2018 This session will discuss the PMA Cross Agency Priority (CAP) Goal 8 Results-Oriented Accountability for Grants This session will also discuss the connectivity between OMBrsquos Uniform Guidance the PMA and the future vision for the world of grants
M Charles Hester InstructorConsultant AGA RVPndashWest Coast Region
325 ndash 405 pm
Coffee Break with ExhibitorsROYALSABALSAGO
330 ndash 545 pm
Young Professionals RoundtableMIAMI | FOS PD
Hear what accomplished leaders deem essential success factors for young professionals in todayrsquos ever-changing and challenging government financial management environment Interactive QampA will focus on leadership networking communication mentorship advancement and change management Speed networking session immediately follows for participants
405 ndash 455 pm
T134 Uniform Guidance Year Three mdash What You Still Donrsquot KnowCANARY 1-2 | FOS AUDG
The Uniform Guidance has been in effect for more than three years yet there are still several aspects to implement This presentation will explore those topics as well as best practices identified over the past three years
M Lealan Miller AGA FMSB Chair
T135 Protect Taxpayer DollarsGRAND 12-14 | FOS AUDG
Government vendors have larger and more contractual requirements which can lead to greater need for vendor audits Join this session to explore how vendors are audited to make sure they provide the government with the full set of contracted services and ultimately protect taxpayer dollars
M Kim Farington CFO FirstNetHave session ideas
for PDT 2019Join the PDT technical
committee email meetingsagacgfmorg
30 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
ARE YOU READY
cohnreznickcomindustriespublic-sector
CohnReznick helps forward-thinking public sector organizations address stringent regulatory requirements strengthen risk managementand achieve their business goals
Visit Us at Booth 302
T136 Improving Federal Government Employee MoraleCRYSTAL M-Q | FOS HR
What resources are available in the federal government structure to keep employees engaged and satisfied Are there things that the finance community can and should be doing to support employee morale in their agencies This session will explore how government offices can make changes that can result in higher productivity and employee engagement
M Anthony Scardino Dep Under Secrsquoy and Dep Dir USPTO
T137 Process Robotics Building Finance Bots LIVECRYSTAL A-B | FOS IT
Hear from digital labor experts about how operations improvements with robotics and cognitive solutions can drive greater efficiency cost management and employee morale This session will also feature a live demo of digital labor currently in action at a federal agency
M Chris Huff US Public Sector RPA Lead Deloitte Consulting LLP
AGA PDT 2018 | ORLANDO 31
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T138 Be Our Guest Magical Service for Finance CustomersCRYSTAL C-F | FOS MGMT
Disney has legendary customer service Hear about the practices taught by the Disney Institute and learn how you can deliver world-class financial accounting and audit services in your own organization
M Reed Waller Asst Dir Financial Management Initiatives Group DOJ
T139 Next Generation Leaders New Skills and New NeedsCRYSTAL H | FOS PD
Much has been discussed about millennials in the workplace but what are the keys to building the younger generation into effective leaders This session will explore how their immersion in technology gives them strengths and challenges when taking on new responsibilities as leaders in the federal workplace
M Doreen Shute Managing Principal CliftonLarsonAllen LLP
T140 Program Evaluation mdash Letrsquos Tell the TruthCRYSTAL K-L | FOS MGMT
This session will discuss the benefits of conducting program evaluations to determine program effectiveness support data analyses and make informed budget decisions Hear from federal state and local representatives who have conducted program evaluations and learn how the results were used
M Robert Tuccillo CFO Federal Transit Administration
T141 Look No Further Intergovernmental Job Aids to the RescueGRAND 9-11 | FOS ACCG
Learn about available tools guides and job aids for all levels of government developed by AGArsquos Intergovernmental Partnership (IP) program During this session government leaders will showcase tools and other resources available on AGArsquos website (wwwagacgfmorgtools-resources)
M Clark Partridge State Controller AZ
405 ndash 530 pm
Corporate Partner Advisory Group (CPAG) MeetingNEW ORLEANS
CPAG representatives and those from organizations interested in joining the program are invited to participate in this annual business meeting This meeting is an excellent opportunity to network with other corporate partner representatives and learn how to maximize your organizationrsquos partnership with AGA
8 ndash 10 pm
AGA Networking ReceptionMARRIOTT HOTEL LOBBY BAR
Join us for some after-dinner networking and socializing
32 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
See description on page 14
630 am ndash 4 pm
Registration Open
715 ndash 815 am
National Awards BreakfastCYPRESS BALLROOM
820 ndash 910 am
W100 Plenary Session OMBTreasuryDoD UpdateCYPRESS BALLROOM | FOS ACCG
David Lebryk Fiscal Asst Secrsquoy Treasury
David Norquist Under Secrsquoy of Defense (Comptroller) CFO DoD
Tim Soltis Dep Controller OMB
M Ann Ebberts CEO AGA
910 ndash 10 am
W101 Plenary Session Innovate the Way You InnovateCYPRESS BALLROOM | FOS PD
Learn how to create a culture of innovation within your organization Mr Shapiro will highlight how to use a challenge-centered approach to measure innovation the process of experimentation and how to maximize return on investments
Stephen Shapiro Innovation Expert
10 ndash 1030 am
Coffee BreakCRYSTAL FOYER
1030 ndash 1145 am
W102 One on One with GASB mdash An UpdateGRAND 9-11 | FOS ACCG
Meet with members of the GASB to receive the most up-to-date information regarding GASB standards exposure drafts and other projects that affect governments and their auditors
M Lealan Miller AGA FMSB Chair
W103 DoD Audit UpdateCANARY 1-2 | FOS AUD
This session will focus on the major audit and financial improvement activities underway across DoD
M Bryan Nelms Principal Kearney amp Company
W104 Understanding and Using the New Service Organization Control ReportsCANARY 3-4 | FOS AUDG
This session will discuss the significant changes underlying the new service organization control reports issued under AT-C 320 (formerly SSAE 16)
M Asif Khan Dir FM and Assurance GAO
W105 Managing in the Changing Workplace EnvironmentCRYSTAL A-B | FOS HR
Hear about the techniques and tools available to managers to maintain a team-building environment with a significant number of employees teleworking
M Thalia Melendez Dir of Audit Svcs NY State Educ Dept
AGA PDT 2018 | ORLANDO 33
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W106 Data All Around Us mdash CFOrsquos Move to a New NormalCRYSTAL M-Q | FOS IT
Advanced data analytics have turned data into powerful insights to manage programs and enhance the citizen experience as never before This session will explore how the availability of data is changing the role of the CFO
M Jorge Asef-Sargent Partner KPMG LLP
W107 How Emerging Technologies Will Transform Payments and CollectionsCRYSTAL K-L | FOS IT
Payments and collections are fertile ground for emerging technologies Artificial intelligence robotics Blockchain big data and the continued digitization of commerce will continue to transform payments and collections Panelists will share their futurist views of the payments and collections landscape
M Joe Hussey Managing Dir JP Morgan Treasury Services
W108 Cloud Enterprise Reporting mdash The FIRST FrontierCRYSTAL C-F | FOS IT
This session will explore cloud enterprise reporting Attendees will learn how to utilize the cloud to streamline external reporting by ingestion data centrally and then maximizing the utility of data to enhance integrity and inform management decisions
M Demek Adams Principal Grant Thornton LLP
W109 Annual Womenrsquos Forum Leading in Life and CareerCRYSTAL H | FOS PD
Empowered women are a cornerstone of effective government and a more competitive federal state and local workforce of the future Join this powerful annual convening of women leaders in accounting finance and technology as they discuss their journey and careers with high-impact and meaning
M Tracey Walker Natrsquol Dir Govt Affairs Culture Diversity and Inclusion RSM US LLP
W110 Federal Financial Standards Will We Get ThereGRAND 12-14 | FOS ACCG
Department of the Treasuryrsquos Office of Financial Innovation and Transformation (FIT) is defining federal financial standard references to promote innovation a common knowledge base and processes to improve interoperability of federal systems Join this session for an update on FITrsquos work and the expected benefits of this initiative
M Marshall Henry FM Program Manager Treasury Fiscal Service
1145 am ndash 1245 pm
National Awards LuncheonCYPRESS BALLROOM
1 ndash 2 pm
Financial Management Standards Board MeetingWASHINGTON
34 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1 ndash 215 pm
W111 Conducting Effective Assessments of Internal ControlsCRYSTAL K-L | FOS ACCG
This session will introduce participants to key concepts issues and standards necessary to design and implement policies to achieve the organizationrsquos objectives
M Sefton Boyars ConsultantTrainer Sefton Boyars CGFM CPA
W112 New Fraud Fighters Cryptocurrencies Blockchain and Secure TransactionsCRYSTAL C-F | FOS AUD
Government is inherently a transactional business From deeds to disbursements the quantity of documents governments maintain on paper and digital image continues to grow Criminals are abusing the current processes to commit fraud at an increasing rate Learn how you can use Blockchain to disrupt and combat fraud
M Jay Schulman Principal RSM US LLP
W113 Data Visualization mdash Using Geographic Information Systems as an Audit ToolGRAND 9-11 | FOS AUDG
Geographic Information Systems (GIS) are increasingly being utilized as a tool to present audit information Learn from experts on how recipients of government services using GIS provides a wealth of audit opportunities
M Gwendolyn Sewell Chief Mission Compliance and Audit ReadinessAccounting Air Force
W114 Finance 2020 Embracing the Changes to ComeCRYSTAL A-B | FOS MGMT
What is the role of CFOs and senior finance staff in this rapidly changing digital world This session will explore the evolution in the field from an expense control spreadsheet-driven and retrospective reporting center into a predictive analytics powerhouse
M Scott Quehl Sr Principal Accenture Federal Services
W115 Quality Management ConfrontationGRAND 12-14 | FOS MGMT
How do you optimize resources and maximize efficiency Join our panel of experts as they discuss various topics in performance management and answer questions such as ldquoHow is quality management implemented throughout an organizationrdquo and ldquoHow do you view and plan around resource allocationrdquo
M Wayne Ference Partner Castro amp Company LLC
W116 Enterprise Risk Management Stories from the Front LinesCRYSTAL H | FOS MGMT
For the past two years agencies have been working to implement the changes made to OMB A-123 This session will feature feedback from agency risk officers on whether ERM is living up to expectations
M Tom Carroll CFO AOC
AGA PDT 2018 | ORLANDO 35
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W117 Leadership Keys to SuccessCRYSTAL M-Q | FOS PD
Gain perspective from a senior leader in government about how you can make a difference in your organization This entertaining session will cover how to develop people build trust cultivate relationships and communicate more effectively Leadership is possible at any level of government
M Mary Peterman Dep Chief Finance and Procurement AOUSC
W118 Building an Optimal Analytics-Driven Program Integrity OfficeCANARY 1-2 | FOS MGMT
With the passage of the Fraud Reduction and DATA Act agencies are under increased pressure to have effective program integrity offices that leverage data analytics and focus on outcomes Hear best practices found from a comprehensive pilot project conducted at the VA
M Linda Miller Dir Grant Thornton LLP
W119 Competencies The Thread that BindsCANARY 3-4 | FOS HR
DoD like other agencies is required by law to develop functional competencies to use in strategic workforce planning The DoD FM community developed 24 enterprise-wide FM competencies Learn how these competencies serve as the thread which binds the FM workforce development portfolio into a coherent strategic plan which guides career development
M Jansen Sauvageau SVP PNC Bank
230 ndash 3 pm
AGA National President Gavel ExchangeCYPRESS BALLROOM
3 ndash 4 pm
W120 Closing Plenary Session Shift Your Brilliance Leading Amidst UncertaintyCYPRESS BALLROOM | FOS PD
This session will teach participants how to solve problems get out of the past and think like a leader of the future You will develop an enhanced sense of perspective understand where you shine and learn how to lead without a title to create effective change
Simon Bailey Author amp Inspirational Coach
M John Lynskey AGA 2018ndash2019 National President
6 ndash 11 pm
Presidentrsquos Appreciation ReceptionROYALSABALSAGO
Join us as we celebrate and thank 2017ndash2018 AGA National President Jim Arnette for his service and contributions to AGA and the financial management community
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PDT AD Brain 2018pdf 1 51618 217 PM
36 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
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PDT AD Brain 2018pdf 1 51618 217 PM
AGA PDT 2018 | ORLANDO 37
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
Please join us in thanking our sponsors for their generous support of AGArsquos 2018 Professional Development Training
PLATINUM SPONSORS
Accenture Federal ServicesVIRTUAL EXPERIENCE
Rowan MirandaManaging Dir CFO Advisory Practice Leadrowanamirandaaccenturefederalcomwwwaccenturefederalcom
Accenture Federal Services a wholly owned subsidiary of Accenture LLP is a US company with offices in Arlington Va Accenturersquos federal business has served every cabinet-level department and 30 of the largest federal organizations Accenture Federal Services transforms bold ideas into breakthrough outcomes for clients at defense intelligence public safety civilian and military health organizations
Grant Thornton LLPTOTE BAGS
Robert SheaPrincipal Global Public Sectorrobertsheausgtcomwwwgranthorntoncompublicsector
Grant Thornton LLP the US member firm of Grant Thornton International is one of six global accounting tax and business advisory organizations Our Global Public Sector based in Alexandria Va is a management consulting business providing responsive and innovative financial performance management and systems solutions to governments and international organizations
GOLD SPONSORS
CGIDIGITAL EXECUTIVE SESSION
Kevin GreerVP Mgmt Consulting KevinGreercgifederalcomwwwcgifederalcomusfederal
A global leader in IT business process and professional services CGI partners with federal agencies to provide end-to-end solutions for defense civilian and intelligence missions Since 1976 we have delivered quality services to help clients achieve results at every stage of the program product and business lifecycle
38 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CliftonLarsonAllenBADGE HOLDERS
Doreen ShuteManaging Principal Fed Govt SvcsDoreenShuteCLAconnectcomwwwCLAconnectcom
CLA is a professional services firm delivering integrated advisory outsourcing and public accounting capabilities to help clients succeed professionally and personally Our practice group members are recognized industry experts and established leaders in the government community We focus on active engagement in the industry a sentiment beyond meeting requirements and standards
DeloitteWATER BOTTLESHYDRATION STATIONS
Colin Duncan Managing Dircoduncandeloittecom wwwdeloittecomusfederal
Deloittersquos Government and Public Services practice consists of more than 12000 professionals across the country serving federal state and local government and higher education clients across consulting and advisory functions bring fresh perspective mdash from inside and outside government mdash to help solve our nationrsquos biggest challenges We bring insights from our client experience and research to drive bold and lasting results People Ideas Technology and Outcomes mdash all Designed for Impact
EYAGA EXECUTIVE SESSION
Bill ColbertPartner PI Financebillcolberteycomwwweycomgovpublicsector
The Government and Public Sector practice of Ernst amp Young LLP provides a full range of consulting and audit services leveraging our experience with both government and commercial clients We deliver real change and measurable results through our diverse high-performing teams operational know-how from across our global organization and bold ideas tailored to each clientrsquos unique mission
AGA PDT 2018 | ORLANDO 39
GOLD SPONSORS (continued)
GuidehouseMONDAY LUNCHEON
Christina VanecekMarketing Mgrcvanecekguidehousecomwwwguidehousecom
Guidehouse formerly PwC Public Sector provides management technology and risk consulting to clients around the world through more than 1600 professionals in 20 locations Now as Guidehouse we offer the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected
Kearney amp CompanyPHOTO BOOTH
Erika SteiningerPartneresteiningerkearneycocomwwwkearneycocom
Kearney amp Company a CPA and consulting firm exclusively serving the Federal Government takes pride in its ability to assist agencies in meeting business objectives and complying with complex requirements Practice areas include Financial Reporting and Accounting Support Internal ControlsA-123 Financial Services Financial Healthcare Services Advisory Services and Program Management
KPMG LLPHOST COMMITTEE SHIRTS MONDAY BREAKFAST
Diane DudleyPartner-in-Charge Fed Auditddudleykpmgcomwwwkpmgcom
For more than 100 years KPMG LLP has assisted the government in the civilian defense and intelligence sectors Today we help these organizations adapt to new environments by working with them to transform business models leverage data protect information assets and provide assurance services while focusing on their mission
40 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
CPAG Small Business CommitteeTUESDAY LUNCHEON
Dedicated members of AGArsquos Small Business Committee are proud to sponsor the 2018 PDT Tuesday Awards Luncheon Thank you to 2nd Wave Castro amp Co Immersion RMA Associates TFC Consulting Trilogy Federal and Watkins Government Services
Get Inspired During PDTthen submit your best practices to the Journal of Government Financial Management by Sept 1 2018
Learn more and view the 2018ndash2019 editorial calendar at wwwagacgfmorgjournal
SILVER SPONSORS
JP MorganTUESDAY BREAKFAST
Denise PetittaExec DirDenisePetittajpmorgancomwwwjpmorgancom
JP Morgan is a premier corporate and investment bank with a full suite of global financial services and capabilities Our clients include the worldrsquos most important corporations governments financial institutions pensions sovereign wealth organizations states and municipalities we offer strategic advice and deliver banking services in more than 100 countries
AGA PDT 2018 | ORLANDO 41
SILVER SPONSORS (continued)
RSM US LLPPDT APP amp WIFI
Mary GoldsmithFed Bus Dev Dirmarygoldsmithrsmuscomwwwrsmuscom
RSM US LLP provides risk financial and technology management consulting services to the public sector We are an inclusive enterprise and support AGA CPAG and Womenrsquos forum We help federal state and local entities improve performance through a comprehensive understanding of their business models internal processes objectives and daily realities
BRASS SPONSORS
Automation AnywhereSTANDING SIGN
Sharon OrsquoNeillHead of Americas Field Marketingsharononeillautomationanywherecom wwwautomationanywherecom
Automation Anywhere is the global leader in enterprise-grade comprehensive Robotic Process Automation software including Cognitive and real-time analytics Over 1000 of the worldrsquos largest brands use our platform to create and manage their Digital Workforce and scale their business processes faster with near-zero error rates while dramatically reducing operational costs
Crowe LLPTUESDAY AM COFFEE BREAK
Bert NeuhringRisk Consulting Partnerbertnuehringcrowecomwwwcrowecom
Crowe LLP is a public accounting consulting and technology firm with offices around the world Crowe uses its deep industry expertise to provide audit services to public and private entities The firm and its subsidiaries also help clients make smart decisions that lead to lasting value with its tax advisory risk and performance services
42 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
BRASS SPONSORS (continued)
MastercardMONDAY AFTERNOON COFFEE BREAK
MariBeth McCarthyVP Bus Leadermaribeth_mccarthymastercardcomwwwmastercardcom
Mastercard (NYSE MA) is a technology company in the global payments industry We operate the worldrsquos fastest payments-processing network connecting consumers financial institutions merchants governments and businesses in more than 210 countries and territories Mastercardrsquos products and solutions make everyday commerce activities easier more secure and more efficient for everyone
PNC BankDIRECTIONAL SIGNAGE
Lauren GradwellAccount MgrLaurengradwellpnccomwwwpnccomideas
PNC is one of the nationrsquos largest financial services organizations providing retail and business banking residential mortgage banking specialized services for corporations and government entities including corporate banking treasury management real estate finance asset-based lending wealth management and asset management We are focused on delivering ideas insight and solutions to our clients to help them maximize the value of their business
Williams AdleyMONDAY MORNING COFFEE BREAK
Melinda BuckBus Dev Leadmbuckwilliamsadleycomwwwwilliamsadleycom
Williams Adley is one of the countryrsquos premier certified public accounting and management consulting firms Our diverse knowledge backgrounds and subject-matter expertise help a wide variety of government agencies and businesses achieve their financial program and information technology goals
AGA PDT 2018 | ORLANDO 43
MEDIA SPONSORS
Government Matters
John Meyer Managing DirjmeyerGovMatterstv wwwGovMatterstv
Government Matters is a television news program dedicated to providing non-partisan information and analysis to federal managers contractors and those supporting the federal marketplace The program airs weeknights in Washington DC on NewsChannel 8 Sunday Mornings on ABC 7 and worldwide on the American Forces Network (AFN)
GOVERNING
Meg Keller Dir of Marketingmkellergoverningcomwwwgoverningcom
For 25 years GOVERNING has been the only publication dedicated to providing the information insight and inspiration state and local leaders need to govern effectively Subscriptions for most state and local government professionals are free as is attendance at most GOVERNING events
Route Fifty
Hilery Sirpis Publisherhsirpisgovexeccomwwwroutefiftycom
Route Fifty a new digital publication and events brand from Atlantic Mediarsquos Government Executive Media Group connects leaders and ideas advancing state and local governments with news insight and resources It facilitates sharing of best practices and ideas among those creating government programs policies and institutions for the 21st century
44 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Play AGArsquos Exhibitor Hunt and win big prizes
including FREE registration to an
upcoming AGA training event
View CPEs Earned
Visit httpsessions ats-leads comagapdt2018 and enter your badge number to view CPEs earned during PDT
Note Only CPEs earned from previous day(s) can be viewed
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VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
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RelaxationStation
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MAIN
VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
MAINENTRANCE
Stop by PDT 2019 Booth 102
Relax RechargeGet a free massage
46 AGACGFM | PDT18
Exhibit Hall Floor Plan
Exhibitors by Booth Number
Company Name Booth
Infor 100 Bureau of the Fiscal Service 101Audimation Services 104American Society of Military Comptrollers 106Kearney Photo Booth 107Graduate School 108 Sehlke Consulting LLC 200Guidehouse 201Kforce Government Solutions Inc 202mLINQS LLC 203RSM US LLP 207GrantSolutions 209ACL Services Ltd 300Williams Adley 301CohnReznick Government 302AOC Solutions 303CGI Federal 306Virtual Experience with Accenture 307Savantage Solutions 308TeraThink Corporation 400Lynch Consultants LLC 401Interior Business Center 402GEHA 403
Company Name Booth
IFAS LLC 407TFC Consulting Inc 409Grant Thornton LLP 500RMA Associates LLC 501Castro amp Company LLC 503KPMG LLP 506AGA Community Service amp Silent Auction 507Kearney amp Company 600EY 601AGA 607J P Morgan 701FI Consulting 703CliftonLarsonAllen LLP 706MorganFranklin Consulting 707Becker Professional Education 709Management Concepts 800Qlik Tech Inc 801U S Army Financial Management Command 802The MIL Corporation 805Immersion Consulting 806Automation Anywhere 809
ACL Services LtdBOOTH 300wwwaclcom
ACL is a global software company with innovative solutions for public sector professionals to keep processes in check and provide higher levels of assurance through team-based analytic approaches ACLrsquos platform has helped over 250 government offices globally to bolster compliance manage risks and assure effective governance Learn more at our booth and wwwaclcom
AGABOOTH 607wwwagacgfmorg
AGA is the member organization for government financial management professionals We lead and encourage change that benefits our field and all citizens Our networking events professional certification publications and ongoing education help members build skills and advance their careers Learn about our thought-leadership library online tools CGFM designation and more
AGA PDT 2018 | ORLANDO 47
Exhibitor Appreciation AGA Corporate Partner
AGA Community Service amp Silent AuctionBOOTH 507
Buy tickets and bid for great prizes in our silent auction including gift certificates gift baskets sports memorabilia vacations and more Proceeds support AGArsquos National Community Service Fund the American Cancer Society the American Heart Association the Humane Society and Habitat for Humanity Winners posted daily present the winning ticket to claim your prize
AGA New Orleans ChapterBACK OF EXHIBIT HALLwwwagacgfmorgneworleans
Stop by our booth to learn more about New Orleans and plan your trip to PDT 2019 scheduled for July 21ndash24 2019 You might win a free PDT 2019 registration
American Society of Military Comptrollers BOOTH 106wwwasmconlineorg
ASMC is the non-profit educational and professional organization for persons military and civilian in the overall field of military comptrollership ASMC promotes the education and training of its members and supports the development and advancement of the military comptrollership profession The society provides professional programs to keep members abreast of current issues and encour-ages the exchange of information techniques and approaches
AOC SolutionsBOOTH 303wwwaocfederalsolutionscom
AOC Solutions Inc is a Service-Disabled Veteran-Owned Business providing financial management federal accounting audit readiness support and technology services AOC thought leaders are dedicated to helping agencies identify better ways to analyze accounting and financial data for cost reduction and increased efficiency
Audimation ServicesBOOTH 104wwwaudimationcom
Audimation Services Inc is the US distributor of CaseWare IDEAreg a powerful user-friendly data analytics software tool designed to help profes-sionals extend auditing capabilities detect fraud and meet documentation standards We specialize in helping organizations streamline audits simplify data acquisition and improve business processes
Automation Anywhere BOOTH 809
See write-up on page 42
Becker Professional EducationBOOTH 709wwwbeckercom
Do you need CPE for CGFMreg CPA or the new DoD FM Certification Come ask about our Government Family Offer Nearly half a million professionals have advanced their careers through our CPE programs including CPA Exam Review PMPreg Exam Review Cybersecurity Six Sigma and more And be sure to check out our new program for Certified Anti-Money Laundering Specialists (CAMS)
Bureau of the Fiscal ServiceBOOTH 101wwwfiscaltreasurygov
The Bureau of the Fiscal Service serves as a catalyst for transforming the way the federal government manages finances and delivers shared services Our passion is improving financial management and shared service delivery through efficient and effective operations and through guidance and assistance to others
48 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Castro amp Company LLCBOOTH 503www castroco com
Headquartered in Washington DC Castro amp Company is an audit advisory and accounting services CPA firm with a strong federal customer focus We are a Minority-Owned Small Business offering the personalized services of a small firm with the full resources and quality expected from a larger CPA firm
CGI FederalBOOTH 306
See write-up on page 38
CliftonLarsonAllen LLPBOOTH 706
See write-up on page 39
CohnReznick GovernmentBOOTH 302www cohnreznick com
CohnReznick Government provides audit accounting and financial management compliance risk and integrity monitoring program and project management and disaster response and recovery Our comprehensive project management approach provides clients with reliable processes and delivers accounting insights to help government organizations improve communication administer fiscal and operational strategies and meet compliance requirements
EYBOOTH 601
See write-up on page 39
FI ConsultingBOOTH 703www ficonsulting com
FI Consulting develops effective practical solutions to help federal agencies achieve their missions while operating efficiently managing risk and adapting to a changing policy environment We apply our core strengths in Data Analytics Modeling and Technology to gain program performance insight manage risk improve operations and better deliver mission
GEHABOOTH 403www geha com
GEHA provides medical and dental plans through the FEHB and FEDVIP programs for more than 18 million federal employees retirees and their families GEHA members receive year-round vision and hearing benefits plus other discounts For more information please stop by our booth or visit gehacom and gehadentalcom
Graduate SchoolBOOTH 108www graduateschool edu
Graduate School USA provides a wide range of learning opportunities in formats accessible to adult learners everywhere through training continuing education courses executive and leadership development and credit offerings For professionals in the government auditing and financial management community we offer a comprehensive curriculum taught by leading practitioners
Grant Thornton LLPBOOTH 500
See write-up on page 38
AGA PDT 2018 | ORLANDO 49
GrantSolutionsBOOTH 209www grantsolutions gov
GrantSolutions supports Federal agencies throughout the grants lifecycle mdash from pre-award planning through application award and closeout Our service finds solutions for shared mission needs across agencies while incorporating unique business and regulatory processes for grant programs GrantSolutions is an OMB-selected grants business leader providing end-to-end innovative grants management services dedicated to advancing the mission of Federal agencies
GuidehouseBOOTH 201
See write-up on page 40
IFAS LLCBOOTH 407www ifas-llc com
IFAS is an 8(a) Service-Disabled Veteran-Owned Small Business Woman-Owned Small Disadvan-taged Business providing Program Management Business and Finance Operations Integrated Logistics and IT Support Services to meet specific needs of our clients We provide geographically dispersed support available when and where you need us
Immersion ConsultingBOOTH 806www immersioninc com
Immersion Consulting a Service-Disabled Veteran-Owned Small Business headquartered in Annapolis Md provides business management and technology consulting to government nonprofit and commercial clients Founded in 2004 we specialize in program management financial management technology services and training Our mission provide clients with actionable business solutions that yield sustainable results
InforBOOTH 100www infor com
Infor Public Sector solutions streamline financial management across multiple systems With more than 25 years of public sector experience Infor helps you meet organization demands including budget and audit readiness performance management and financial control with flexible solution deployment options to help you operate more quickly and efficiently
Interior Business CenterBOOTH 402www doi govibc
The Interior Business Center one of several OMB-approved interagency shared-service providers offers acquisition financial manage-ment and HR under a fee-for-service full cost recovery business model By assisting multiple federal organizations IBC can leverage resources to share economies and efficiencies with external customers and our parent agency the US Department of the Interior
JP MorganBOOTH 701
See write-up on page 41
Kearney amp CompanyBOOTH 600
See write-up on page 40
Kforce Governnment Solutions IncBOOTH 202www kforcegov com
Kforce Government Solutions Inc (KGS) provides management and technology solutions to Federal Government and State and local agencies We deliver customized solutions across financial management organizational transformation and IT to solve our clientsrsquo most complex mission and business challenges KGS also offers the innovative TraumaFXreg line of medical training manikins
50 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
KPMG LLPBOOTH 506
See write-up on page 40
Lynch Consultants LLCBOOTH 401www lynchconsultants com
Lynch Consultants provides strategic financial and program advisory and assistance services to the federal government We partner with clients to deliver project management services financial and business support and strategic policy solutions for complex government programs Clients include numerous federal departments including DoD Navy Army VA HHS and HUD
Management ConceptsBOOTH 800www managementconcepts com
Management Concepts is a leading provider of professional development performance improve-ment and talent management solutions for the public sector Since 1973 we have collaborated with the federal government state and local offices non-profit organizations universities and corporations to enhance the performance of teams and organizations Follow us on Twitter Mgmt_Concepts
The MIL CorporationBOOTH 805www milcorp com
The MIL Corporation has grown steadily for 36 years and remains dedicated to excellence service and support across our four major service areas financial management and systems support information technology cyber security and systems and C4 engineering For more information please visit us at wwwmilcorpcom or on Facebook at httptinyurlcomFacebookMIL
mLINQS LLCBOOTH 203www mLINQS net
mLINQS a Service-Disabled Veteran-Owned Small Business founded in 2003 provides the govern-mentrsquos leading employee relocation management system and E-Gov travel (ETS2) consulting services Since 2004 mLINQS relocation system has automated relocations and tracked expenses for more than 30 agencies
MorganFranklin ConsultingBOOTH 707www morganfranklin com
MorganFranklin Consulting headquartered in McLean Va provides business consulting and technology solutions to public companies fast-growing private companies and US govern-ment agencies Third-party customer satisfaction surveys highlight the companyrsquos reputation for being hands-on flexible and skilled at bringing diverse groups together to complete projects on time and within budget
Qlik Tech IncBOOTH 801www qlik com
Qlikreg is the leading data analytics platform and the pioneer of user-driven business intelligence Its portfolio of cloud-based and on-premise solutions meets customersrsquo growing needs from reporting and self-service visual analysis to guided embedded and custom analytics regardless of where data is located
RMA Associates LLCBOOTH 501www rmafed com
RMA an SBA Certified 8(a) Small Business located in the Washington DC metropolitan area specializes in audit consulting and advisory
AGA PDT 2018 | ORLANDO 51
RSM US LLPBOOTH 207
See write-up on page 42
Savantage SolutionsBOOTH 308www savantage net
Savantage Solutions a CMMIreg Level 3 Rated and ISO 90012008 certified company is a leading provider of software development business consulting and program management support services One of only five vendors of financial management systems certified for federal use Savantage takes pride in its service excellence
Sehlke Consulting LLCBOOTH 200www sehlkeconsulting com
Founded in 2011 Sehlke Consulting is a Service-Disabled Veteran-Owned Small Business and Historically Underutilized Business Zone (HUBZone) firm based in Arlington Va We provide comprehensive leading solutions in Financial Management Acquisition Management Logistics and Supply Chain Management and National Security amp Defense Programs
TeraThink CorporationBOOTH 400www terathink com
TeraThink takes pride in the outstanding reputation we have earned over the past 15 years for delivering superior results to federal customers With expertise in agile development enterprise application technologies financial services and cloud solutions our delivery platform brings exceptional scale and value to support customersrsquo transformation business automation and mission-related goals Visit our booth and wwwTeraThinkcom for more information
TFC Consulting IncBOOTH 409www tfcci net
A licensed CPA firm Small Disadvantaged Business and ISO 9001_2015-certified enterprise TFC is the trusted partner of federal agencies facing complex financial management challenges Now celebrating 15 years of success and excellence in assisting clients TFC develops and implements comprehensive solutions to improve financial management environments and achieve operational efficiency
US Army Financial Management CommandBOOTH 802www facebook comUSAFMCOM
US Army Financial Management Command is responsible for the delivery of Army-wide Financial Management (FM) functions including Enterprise Resource Planning systems support audit and compliance support financial operations support and ERP business process standardization support and for providing operational oversight of Army field FM activities
Williams AdleyBOOTH 301
See write-up on page 43
Note The contents of this exhibitor list were compiled from information supplied by exhibitors While every effort has been made to ensure contents are correct AGA is unable to accept liability for errors or omissions or for any claims made by exhibitors
52 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AGA PDT 2018 | ORLANDO 53
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AIG Assistant Inspector GeneralAssoc AssociateAsst AssistantBus BusinessCEO Chief Executive OfficerCFO Chief Financial OfficerCIO Chief Information OfficerCo CountyComm CommitteeCOO Chief Operating OfficerCPAG Corporate Partner Advisory GroupDep DeputyDept DepartmentDev DevelopmentDir DirectorDiv DivisionEduc EducationERM Enterprise Risk ManagementExec ExecutiveFed FederalFM Financial ManagementGM General Manager Govt Government
Fields of Study See page 4 for list of Fields of Study
AOC Architect of the CapitolAOUSC Administrative Office of the
US CourtsCommerce US Department of CommerceDHHS US Department of Health
and Human ServicesDHS US Department of
Homeland SecurityDLA Defense Logistics AgencyDoD US Department of DefenseDoE US Department of EnergyDOI US Department of the InteriorDOJ US Department of JusticeDoS US Department of StateFASAB Federal Accounting Standards
Advisory BoardFiscal Service Bureau of the Fiscal ServiceFIT Office of Financial Innovation
and TransformationFMSB Financial Management Standards
BoardFTA Federal Transit Administration
HR Human ResourcesIG Inspector GeneralIT Information TechnologyMgmt ManagementMgr ManagerNatrsquol NationalOfc OfficePNP AGA Past National
PresidentPNT AGA Past National
TreasurerRPA Robotic Process
AutomationRVP Regional Vice PresidentSecrsquoy SecretarySME Subject Matter Expert Sr SeniorSvc ServiceSVP Senior Vice PresidentTech TechnicalUniv UniversityVP Vice President
GAO Government Accountability OfficeGASB Government Accounting Standards
BoardGSA US General Services
AdministrationHUD US Department of Housing
and Urban DevelopmentIRS Internal Revenue ServiceNASA National Aeronautics and Space
AdministrationNSF National Science FoundationOCFO Office of the Chief Financial OfficerOIG Office of Inspector GeneralOMB Office of Management and BudgetSBA Small Business AdministrationTreasury US Department of the TreasuryUSAID US Agency for International
DevelopmentUSDA US Department of AgricultureUSPTO US Patent and Trademark OfficeVA US Department of
Veteran Affairs
54 AGACGFM | PDT18
Glossary
MAIN CONVENTION CENTERSINGLE-LEVEL
REGISTRATION
CYBER LOUNGE
EX
HIB
IT H
ALL
PLENARY S
ESSIO
NS
AGA PDT 2018 | ORLANDO 55
Convention Center Floor Plans
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吀䘀䌀 䌀漀渀猀甀氀琀椀渀最 䤀渀挀
뜀뜀
뜀뜀뜀뜀
䔀渀琀攀爀瀀爀椀猀攀 刀椀猀欀 䤀渀琀攀爀渀愀氀䌀漀渀琀爀漀氀猀 䄀搀瘀椀猀漀爀礀䤀洀瀀爀漀瀀攀爀 倀愀礀洀攀渀琀猀䴀攀愀猀甀爀攀洀攀渀琀 刀攀洀攀搀椀愀琀椀漀渀䘀椀渀愀渀挀椀愀氀 刀攀瀀漀爀琀椀渀最 䄀䄀挀挀漀甀渀琀椀渀最 伀瀀攀爀愀琀椀漀渀猀䘀椀渀愀渀挀椀愀氀 匀琀愀琀攀洀攀渀琀 䌀漀洀瀀氀椀愀渀挀攀 䄀甀搀椀琀䐀愀琀愀 䄀渀愀氀礀琀椀挀猀 伀瀀琀椀洀椀稀愀琀椀漀渀䤀吀 匀攀挀甀爀椀琀礀 刀攀瘀椀攀眀 䄀猀猀攀猀猀洀攀渀琀
伀甀爀 瘀愀氀甀攀ⴀ愀搀搀攀搀 猀攀爀瘀椀挀攀猀㨀
圀栀愀琀猀 礀漀甀爀 渀攀砀琀 洀漀瘀攀㼀
䴀愀渀礀 瀀愀琀栀猀Ⰰ 漀渀攀 挀漀爀爀攀挀琀 爀漀甀琀攀 䘀漀氀氀漀眀 吀䘀䌀 愀氀漀渀最 琀栀攀 爀漀甀琀攀 琀漀 猀甀挀挀攀猀猀 䘀椀爀猀琀 琀栀愀琀 挀漀爀爀攀挀琀氀礀
挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀
M103 Natural Disasters and Accountability Related to Government FundingCRYSTAL C-F | FOS AUDG
Congress has allocated tens of billions of dollars in disaster-related aid to help communities recover from the devastating hurricanes and wildfires of 2017 States and local governments are also supporting this recovery During this session hear what agencies are doing to ensure government accountability for such aid
M Berri Davis Dir GAO
M104 Building the Future Workforce for StateLocal GovernmentsCRYSTAL H | FOS BMO
How are state and local government leaders recruiting and attracting the next generation of accountants Join the roundtable to see how different offices are fighting back against the ldquosilver tsunamirdquo
M Lealan Miller AGA FMSB Chair
M105 Driving Competitive Advantage with TBMCRYSTAL K-L | FOS BMO
Like any new method process or automation tool Technology Business Management (TBM) will impact federal agencies their technology management and business teams Join this session to learn more about how TBM is creating standards and business views that are meaningful to CIOs and CFOs
M Kevin Greer VP CGI Federal
M106 Accelerating Shared Services for Finance and Accounting OperationsGRAND 9-11 | FOS BMO
For nearly 20 years the federal government has been considering the use of shared services Progress has been slow especially in the area of consolidating duplication and overlap in areas such as finance and accounting This panel examines approaches to accelerate shared services in operations
M Rowan Miranda CFO Advisory Practice Leader Accenture Federal Services
M107 Advanced Process Automation Increasing Productivity with RoboticsCANARY 3-4 | FOS IT
The Fiscal Service and other federal agencies are testing robotic process automation to minimize repeatable manual operations in core financial management processes Learn about future trends in the financial industry along with potential applications that will transform the financial management community Senior leaders across agencies will share trends and discuss the priorities ahead This session will be of interest to the federal state and private sectors
M Craig Fischer Program Mgr Fiscal Service
AGA PDT 2018 | ORLANDO 15
Monday mdash AgendaGlossary on page 54Check PDT app for speakers
M108 OCFO of the Future mdash What Does It Look LikeCRYSTAL M-Q | FOS MGMT
What does the OCFO look like in the age of robotics Blockchain data analytics and cloud computing Attend this session to hear from an expert panel to learn what CFOs are doing to integrate new technology into their organizations and their roles
M Joe Kull Dir Guidehouse
M109 Taking Care of CustomersCRYTAL A-B | FOS PD
Customers are people too hellip and the reason you exist But when has anyone ever trained you to deal with them Take a moment to learn some elements of what it means to take care of customers with more stories and more energy thatrsquoll give you something to think about
M Mary Peterman Dep Chief Finance and Procurement AOUSC
1145 am ndash 1 pm
Luncheon and Awards CeremonyCYPRESS BALLROOM
1 ndash 150 pm
M110 Plenary Session Curing Adultitis mdash Your Prescription for Less Stress and More SuccessCYPRESS BALLROOM | FOS PD
Adultitis is an epidemic that is coming hard after us every day It infiltrates even the best environments producing stress and burnout Learn practical tips for reclaiming your passion bringing more fun and less stress to the job at hand
Jason Kotecki Artist Author Founder of Escape Adulthood
M Mark Easton Dep CFO ndash Comptroller DoD
205 ndash 320 pm
M111 Itrsquos a Disaster Before During and AfterCRYSTAL A-B | FOS ACC
Is your agency equipped for a disaster Hear from federal state and local officials about the challenges and best practices when preparing for responding to and accounting for disasters
M Mary Peterman Dep Chief Finance and Procurement AOUSC
M112 Governance Over Financial Statements IT Control RiskGRAND 9-11 | FOS ACCG
Join a panel of experts as they discuss key resources in the federal space In particular the experts will take a closer look at a management assessment framework for IT general controls in support of the annual assurance process and conclusions
M Scoey Alexander Sr Mgr Kearney amp Company
CGFMs donrsquot forget to wear red or apparel with the CGFM logo
on Tuesday to celebrate CGFM Day
16 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
M113 Lessons Learned from Real-life FraudsCRYSTAL C-F | FOS AUDG
This session will feature presentations of frauds committed by state and local governments Panelists will also discuss how the perpetrators circumvented controls or took advantage of the absence of controls
M Maribeth McCarthy Dir Bus Dev Mastercard
M114 Conducting Audits in Challenging EnvironmentsCRYSTAL K-L | FOS AUDG
Conducting audits in unique environments presents challenges Whether itrsquos in a remote village on the other side of the world in the middle of a disaster or at an unexpected location here at home mdash this session highlights some of these challenges and discusses strategies for overcoming them
M Sal Ercolano Sr Advisor Williams Adley
Follow us guidehouse_us linkedincomcompanyguidehouse-us
Introducing Guidehouse formerly PwC Public Sector oering the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected We invite you to learn more at guidehousecom
copy 2018 Guidehouse
Hi wersquore (not so) new here
AGA PDT 2018 | ORLANDO 17
Monday mdash AgendaGlossary on page 54Check PDT app for speakers
M115 DATA Act Opportunities to Become More Data-DrivenGRAND 12-14 | FOS FIN
Hear about steps Treasury and other federal agencies have taken to improve the quality of the data published on USAspendinggov and explore opportunities for federal state and local governments to use the data to improve performance and outcomes
M Aileen Burgman Sr Policy Analyst Treasury
M116 ldquoKnock Knock rdquo ldquoWhorsquos ThererdquoCRYSTAL H | FOS IT
New innovations in cognitive technology and authentication give government officials a better understanding of who is ldquoknockingrdquo at the door Through cognitive technology digital identity will not only allow government to more effectively and efficiently police access but it will enable citizens to safely electronically engage with government This session will explore digital identity and the new role it can serve as it moves from policing to enabling access
M Tony Hubbard Principal KPMG
M117 Governmentrsquos Blockchain Journey mdash Lessons LearnedCANARY 1-2 | FOS IT
Blockchain has potential to bring security efficiency and speed to a range of services and processes How should agencies look to incorporate Blockchain into the way they function today Panelists will share successes pain points and lessons learned from standing up solutions from Blockchain technology
M Christina Canavan Dir Deloitte
M118 CFO and CIOs 2018 Models for Synergy and SuccessCANARY 3-4 | FOS MGMT
CFO and CIO experts discuss the intersection of policies and management issues that impact them The session will also discuss how these leaders can work together to improve efficiency and transparency reduce risk and strengthen the workforce offering models for success
M Daniel Meers Natrsquol Leader Transformation RSM LLP
M119 The Art of Tinkering Tiny Ways to Transform EverythingCRYSTAL M-Q | FOS PD
Drive innovation achieve new levels of happiness and uncover hidden opportunities by learning the art of tinkering In times of uncertainty and change the small things really do make the biggest difference
M Lisa Casias Dep Asst Secrsquoy for Administration Commerce
320 ndash 4 pm
Coffee Break with ExhibitorsROYALSABALSAGO
More than one concurrent session you want to attend
Donrsquot forget recorded sessions will be archived and available for one year
18 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
4 ndash 515 pm
M120 Audit Tips for Federal Disaster Response EffortsCANARY 3-4 | FOS AUDG
Hear about lessons learned and advice for auditing federal disasters The panel will discuss prior audit findings recom-mendations and tips from previous audits Attendees will also learn insights from Emergency Management Oversight Teams
M Steve Rickrode Dep Asst IG for Audit USDAndashOIG
M121 Financial Audits or Performance AuditsCANARY 1-2 | FOS AUDG
Financial audits have been the backbone of audit shops in state and local government Recently though some of these organi-zations have redirected their efforts into performance audits to give legislators more information on how agencies are meeting their missions This session will explore the differences and similarities between these two audit models and which one could best serve your organization
M Gerry Boaz Tech Mgr TN Div of State Audit
M122 March of the Robots mdash Join the ParadeCRYSTAL H | FOS IT
Software robots or ldquobotsrdquo operate like humans and our understanding of them continue to rapidly evolve During this session the panel will explore experiences of three organizations now implementing intelligent automation solutions
M Kirke Everson Managing Dir KPMG
M123 Moving Federal Financials to the Cloud Two Case StudiesROOM CRYSTAL K-L | FOS IT
Remaining status quo when it comes to financial management systems can cost your agency time and money Join this session to hear from agencies who have eliminated barriers towards growth and moved their agencyrsquos financial management systems to a secure compliant agile and forward-thinking model
M John Nemoto VP Hybrid IT CGI Federal
M124 Swamped and Overwhelmed How to Cope with Data Overload CRYSTAL A-B | FOS MGMT
Agencies have amassed large volumes of data about business operations services and customers Few agencies though have fully tapped this resource to measure and improve performance This panel describes how data can better support federal agency performance management efforts
M Kris Naleszkiewicz Sr MgrndashFinance Analytics Lead Accenture Federal Services
M125 Leadership Gold NuggetsCRYSTAL M-Q | FOS PD
Participants will learn ldquogold nuggetsrdquo of leadership wisdom accumulated during decades of studying practicing and teaching leadership This session will include a panel discussion of these leadership fundamentals and their application in a variety of professional accountability careers
M Paul Barrett Professor Longwood Univ
AGA PDT 2018 | ORLANDO 19
Monday mdash AgendaGlossary on page 54Check PDT app for speakers
M126 What Caused My Risk GRAND 12-14 | FOS STAT
Root cause analysis is often a forgotten element of resolving issues because the focus tends to be more on correcting the issue than evaluating the cause This session will feature this proactive approach to problem resolution to help prevent issues from happening in the future
M Kenneth Donohue Former HUD IG
M127 Ethics in the WorkplaceCRYSTAL C-F | FOS BETH
This session will cover the components of ethical behavior as well as the need to maintain an ethical environment in the workplace Participants will learn tips and techniques to create and maintain an environment that is ethical and conducive to the mission of the organization
M Marsi Woody Financial Exec Officer Idaho State Police
M128 Citizen-Centric Reporting mdash Turning Data Into InformationGRAND 9-11 | FOS ACCG
Hear how AGArsquos Citizen-Centric Reporting (CCR) can be used as an electronic portal to an agency See examples of how agencies have taken enormous amounts of data found on government websites and turned it into pages of focused and easy to read information for the consumer and citizen
M John Lynskey Controller NSF
515 ndash 630 pm
Monday Event with ExhibitorsROYALSABALSAGO
20 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
Health and Dental benefits designed exclusively for federal employees retirees and their families
We stand by you
gehahealth
gehacom
8008216136
OR-ADS-0318-004
Health and Dental benefits designed exclusively for federal employees retirees and their families
We stand by you
gehahealth
gehacom
8008216136
OR-ADS-0318-004
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
See description on page 14
630 am ndash 4 pm
Registration Open
7 ndash 8 am
Continental Breakfast with ExhibitorsROYALSABALSAGO
8 ndash 915 am
T100 Plenary Session Leading from Any SeatCYPRESS BALLROOM | FOS PD
With real-world stories and insights from in and out of the cockpit Shannon Huffman Polson offers tangible leadership lessons for you to seek out your own targets and incorporate them into your own profession By examining leadership and situational challenges Shannon empowers others to lead and thrive in any dynamic environment
Shannon Huffman Polson Former US Army Captain and Pilot
M Doug Glenn AGA Immediate PNP
930 ndash 1020 am
T101 A Future Financial Reporting ModelCRYSTAL M-Q | FOS ACCG
Data and tools exist to provide consumable financial data to internal and external users by providing multiple ways of finding answers What if the data and tools were integrated into a digital model Join this session to learn how digitized data can reinvigorate the way we communicate and interact with financial information
M Tasha Austin Sr Mgr Deloitte
T102 Emerging Issues in State Government AccountabilityCRYSTAL C-F | FOS FIN
States often face many demands on their operation mdash coming from both a local and federal level This session will explore how two states are dealing with these pressures and what the future balancing act of demands looks like for them
M Melinda Miguel Dep IG AOC
T103 Leveraging Data Analytics Transforming Data Into Better DecisionsCRYSTAL H | FOS AUD
As data analytics become more commonplace in government agencies can leverage analytics tools to make better decisions and improve the effectiveness and efficiency of their programs This session will explore how analytics can be used to enhance decision-making
M Shivendra Verma Principal Grant Thornton LLP
PDT18 Follow us
AGACGFM
22 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T104 Implementing the Revised OMB Circular A-123 Appendix ACANARY 1-2 | FOS AUDG
This session will focus on the newly released revision to OMB Circular A-123 Appendix A Hear about the renewed focus on data quality planning as well as flexibilities provided around agency control activities
M David Zavada Sr Partner Kearney amp Company
T105 What Are Subrecipients Doing with Your MoneyGRAND 9-11 | FOS BMO
During this session attendees will hear what a subrecipient monitoring program should include
M Nasr Fahmy Asst Dir for Financial Assistance Oversight DHSOCFOFinancial Assistance Policy and Oversight
T106 Letrsquos Get Uncomfortable and Talk About Sexual HarassmentCANARY 3-4 | FOS HR
Victims of sexual harassment are speaking up and the alleged harassers are being exposed Join this important and timely session to learn what you can do to prevent sexual harassment in your workplace and create a safer work environment
M Karen Wilson Principal Public Sector Practice Guidehouse
T107 Hey Bot mdash What Can You Do for MeCRYSTAL K-L | FOS IT
Robotic Process Automation (RPA) has found its way into the government This session will discuss how federal agencies are currently using RPA and the potential for leveraging cognitive automation and artificial intelligence as the next steps in the intelligent automation process
M Adam Goldberg Exec Architect Fiscal Service
T108 Next Generation ERP Systems for Federal AgenciesGRAND 12-14 | FOS MGMT
This panel will examine ldquowhatrsquos nextrdquo for ERP systems at a time when many federal agencies need to modernize their financial systems This session will debate on-premise vs cloud single vendor vs best of breed agency owned and maintained vs shared services and outsourced support
M James Harris Finance and Enterprise Performance ndash Sr Mgr Accenture Federal Services
T109 Managing Large Complex Federally Funded Grants and ContractsCRYSTAL A-B | FOS SK
Increased scrutiny of large complex grants and contracts require agencies better assess their project risks develop mitigation strategies and monitor outcomes This session covers approaches to manage civilian and military construction projects measure earned-value and improve outcomes
M Bert Nuehring Partner Crowe LLP
AGA PDT 2018 | ORLANDO 23
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
930 ndash 11 am
Professional Ethics Board MeetingWASHINGTON
1020 ndash 11 am
Coffee Break with ExhibitorsROYALSABALSAGO
11 ndash 1150 am
T110 Innovations in Public PerformanceCRYSTAL K-L | FOS ACCG
Not surprisingly citizens want to know what they are getting for their tax dollars Panelists will discuss the performance measures and innovative techniques for engaging citizens developed by governments to help inform taxpayers
M Shivendra Verma Principal Grant Thornton LLP
T111 Setting the Foundation for TransparencyCRYSTAL A-B | FOS ACCG
This is a discussion of lessons learned from the first year of the DATA Act and next steps to improving transparency This session will discuss one agencyrsquos approach to successfully implementing the Act and next steps to improving its results
M Robert Shope Partner EY
T112 Federal Financial Audit Approach AlternativesGRAND 12-14 | FOS AUD
This session will share ideas identified by a federal CFO council workgroup to improve the nexus of costs benefits risks and burdens of the Agency Financial Report audit process
M Scott Bell Sr Staff Accountant Treasury
T113 How to Integrate Non-financial and Financial ReportingCRYSTAL M-Q | FOS AUDG
Explore how agencies leverage internal control over financial reporting organization structure knowledge and tools to address non-financial internal control requirements
M Jon Rymer Dir Lynch Consultants LLC
T114 Go Green From Overhead to Higher Training BudgetsCANARY 1-2 | FOS FIN
This session will discuss ways a department agency or business can decrease costs and allocate more resources towards employee training and professional development
M Chidilim Okonkno Systems Accountant NASA
T115 Where Did My Data Go and Why Should I CareCRYSTAL C-F | FOS IT
How have breaches and data disclosure incidents affected organizations from an economic and reputational perspective This session will discuss the impact of ransomware and other malicious attacks that restrict access to modify or delete your data
M Sarah Mirzakhani IT Principal CliftonLarsonAllen LLP
24 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T116 Application of Emotional IntelligenceCRYSTAL H | FOS PD
Everyone has dealt with ldquodifficultrdquo co-workers and individuals This session will explore how to handle different types of personalities by growing your own emotional intelligence
M Megan Gaillard Dir of Audit Palm Beach Co ndash OIG
T117 CFO SurveyGRAND 9-11 | FOS ACCG
This yearrsquos AGA CFO survey focuses on the tools and processes needed to help agencies address current budgetary challenges and mandates Join this session to hear the results of the online and in-person survey and discuss the findings with a panel of current and former CFOs
M Jim Taylor Managing Dir Grant Thornton LLP
copy 2018 Becker Professional Education Corporation All rights reserved
The knowledge you need to help prepare you for the next level of success
Becker Continuing Professional Education
Whether yoursquore a CPA CGFM CDFM DoD FMCIA CFE CMA or need GAGAS Becker offers Continuing Professional Education (CPE) tohelp meet your needs
With Becker CPE your accounting audit and fi nance professionals receive the timelyand relevant knowledge needed to help themstay ahead
Take advantage of our Subscription Program for unlimited use of Beckerrsquos CPE
+ Special rate forGovernment Agencies
+ Live Webcast and OnDemand formats(24x7 access)
+ Includes streaming videoand video courses
For more details on this program please visit agacgfmorgonlineCPE or contact John Gioeli at jgioelibeckercom
AGA PDT 2018 | ORLANDO 25
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T118 Letrsquos Get Uncomfortable and Talk About Sexual Harassment (repeat session)CANARY 3-4 | FOS HR
See description on page 23
M Karen Wilson Principal Public Sector Practice Guidehouse
1150 am ndash 1250 pm
Luncheon and Awards CeremonyCYPRESS BALLROOM See page 41
105 ndash 220 pm
T119 Certified Government Financial Manager (CGFM)CRYSTAL A-B | FOS PD
Discover the value of the CGFM designation Participants will hear from colleagues on why they pursued this certification and how it has helped advance their careers and distinguish them from others in their field You will also learn tips for preparing for the three CGFM exams
M Katya Silver Dir of Professional Certification AGA
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
T120 Leadership Ethics and Decision Making in Early AuditsCRYSTAL K-L | FOS BETH
Everyone is faced with various levels of ethical dilemmas at work and leadership can often create a culture that promotes unethical behavior without realizing the consequences Join this session to explore how ethics are integral to the behavior of employees and the impact of the behavior on early audits
M Robert Hart Sr Mgr EY
T121 Disrupting Improper PaymentsCRYSTAL H | FOS IT
Preventing improper payments is a government-wide challenge Join this session to learn how to make significant improvements and leverage disruptive technology to promote data sharing recipient authentication and encourage stakeholder collaboration Panelists will share best practices and explore ways to address root causes
M Steven Bernstein Exec Dir Electronic Payments Product Exec JP Morgan Treasury Svcs
T122 Fraud in Federal Assistance ProgramsCRYSTAL C-F | FOS AUDG
This session will give attendees an in-depth look at how fraud in federal programs was handled by state agencies federal grantors and state prosecutors This topic will explore case studies on the Summer Food Service Program and the Child and Adult Care Food Program
M Jeff Hart AGA PNP
Like us on
26 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T123 AGArsquos Grant Survey Improving Grantee ComplianceGRAND 12-14 | FOS MGMT
Recognizing challenges with grantee compliance AGA conducted a nationwide survey of federal grant recipients on implementation issues related to the Uniform Guidance (2 CFR 200) This session will focus on strategies and activities to address the most troubling areas identified by respondents
M James McKay Principal SME Grants Management Line of Business KGS
T124 Agency Risk Profile Lessons Learned and ValueCANARY 1-2 | FOS MGMT
This session will focus on agenciesrsquo experience from their A-123 Risk Profile definition process This session will include discussion of lessons learned outcomes achieved and value created
M Daniella Datskovska Dir ERM and Internal Control TFC Consulting Inc
Helping you succeed is ours Learn more at KPMGcomusfederal
Anticipate tomorrow Deliver today
copy 2017 KPMG LLP a Delaware limited liability partnership and the US member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (ldquoKPMG Internationalrdquo) a Swiss entity Some of the services or offerings provided by KPMG LLP are not permissible for its audit clients or affiliates NDPPS 677263
Your business is serving the public
AGA PDT 2018 | ORLANDO 27
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T125 Conflict in the Workplace Surviving and ResolvingCRYSTAL M-Q | FOS PD
Explore the types and causes of conflict in the workplace Participants will learn how to handle and manage conflict in the workplace Experts will share techniques for dealing with co-workers supervisors and staff in various situations involving both positive and negative conflicts
M Peggy Javery Acting Assoc CFO USDA
T126 FASAB Update Leases and More to ComeCANARY 3-4 | FOS ACCG
Hear from FASAB staff about recently-issued standards open proposals and proposals under development FASAB staff will discuss implementation of the new standards Additionally insights regarding new developments will be shared along with tips to help you prepare
M Wendy Payne Exec Dir FASAB
105 ndash 325 pm
EXEC2 AGA Digital Executive Session (invitation only)GRAND 9-11 | FOS IT
Learn about emerging technologies that may soon change the way you support your organizationrsquos mission Understand priorities challenges issues and opportunities from government leaders Engage in a highly interactive and engaging discussion on the latest strategies for digital transformation and exchange ideas and solutions with colleagues that you can bring back to your organization
M Kevin Greer VP CGI Federal
235 ndash 325 pm
T127 Medicaid The Elephant in the RoomCANARY 3-4 | FOS ACCG
Medicaid is a critical service in the lives of millions of Americans It is also a major expense for both federal and state entities This session will explore the ways that federal managers and state auditors are collaborating to make sure that these allocated dollars are spent wisely
M Kinney Poynter Exec Dir NASACT
T128 Path to Auditability Implementing New FASAB StandardsCANARY 1-2 | FOS ACCG
This session will provide an understanding of SFFAS 48 Opening Balances for Inventory Operating Materials and Supplies Stockpile and SFFAS 50 Establishing Open Balances for General Property Plant and Equipment and discuss tips for successful implementation Additionally participants will hear about implementing the standards mdash including the pitfalls and best practices for success
M Eveka Rodriguez Partner Grant Thornton LLP
T129 Data Analytics for FraudCRYSTAL A-B | FOS AUDG
Proactive data monitoring and use of data analytics can prevent your entity from being subject to a public fraud This session will show attendees how proactive data analysis techniques and tools can save money prevent bad publicity and detect fraud faster with fewer resources
M Sarah Hays Programming Dir Data Coalition
28 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T130 Planning for Federal Funding DecreasesCRYSTAL C-F | FOS FIN
State and local governments federal funding sources are always in flux This session will feature a panel of state and local government leaders discussing what plans they have in place in the event of a reduction of federal funds
M Lealan Miller AGA FMSB Chair
T131 My Data Was Just BreachedCRYSTAL K-L | FOS IT
Access to data is key to effective analytics However with recent data breaches security standards around data transfer and storage have tightened This session discusses steps to follow to ensure secure handling of data in analytics programs
M Phil Magrogan COO Immersion Consulting
MAKES A DIFFERENCE
Find the six dierences in the two photos Present at booth 202 for your prize
2677 Prosperity Avenue Suite 100 Fairfax Virginia 22031 wwwkforcegovcom Kforce_govKGS
RISKMANAGEMENT
COMPLIANCE ampAUDIT SERVICES
GRANTSMANAGEMENT
FINANCIALIMPROVEMENT
FINANCIALTECHNOLOGY
AGA PDT 2018 | ORLANDO 29
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T132 Communicating Effectively Skills and TechniquesCRYSTAL M-Q | FOS COMS
Improve your communication skills with colleagues customers supervisors and staff mdash and learn how to adjust styles based on with whom you communicate verbally vocally and visually This interactive session will address the needs concerns and frustrations of communicating effectively in todayrsquos workplace
M Dave LeBlanc SVP-at-Large AGA
T133 The Presidentrsquos Management Agenda and the Uniform GuidanceCRYSTAL C-F | FOS MGMT
The Presidentrsquos Management Agenda (PMA) was released in March 2018 This session will discuss the PMA Cross Agency Priority (CAP) Goal 8 Results-Oriented Accountability for Grants This session will also discuss the connectivity between OMBrsquos Uniform Guidance the PMA and the future vision for the world of grants
M Charles Hester InstructorConsultant AGA RVPndashWest Coast Region
325 ndash 405 pm
Coffee Break with ExhibitorsROYALSABALSAGO
330 ndash 545 pm
Young Professionals RoundtableMIAMI | FOS PD
Hear what accomplished leaders deem essential success factors for young professionals in todayrsquos ever-changing and challenging government financial management environment Interactive QampA will focus on leadership networking communication mentorship advancement and change management Speed networking session immediately follows for participants
405 ndash 455 pm
T134 Uniform Guidance Year Three mdash What You Still Donrsquot KnowCANARY 1-2 | FOS AUDG
The Uniform Guidance has been in effect for more than three years yet there are still several aspects to implement This presentation will explore those topics as well as best practices identified over the past three years
M Lealan Miller AGA FMSB Chair
T135 Protect Taxpayer DollarsGRAND 12-14 | FOS AUDG
Government vendors have larger and more contractual requirements which can lead to greater need for vendor audits Join this session to explore how vendors are audited to make sure they provide the government with the full set of contracted services and ultimately protect taxpayer dollars
M Kim Farington CFO FirstNetHave session ideas
for PDT 2019Join the PDT technical
committee email meetingsagacgfmorg
30 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
ARE YOU READY
cohnreznickcomindustriespublic-sector
CohnReznick helps forward-thinking public sector organizations address stringent regulatory requirements strengthen risk managementand achieve their business goals
Visit Us at Booth 302
T136 Improving Federal Government Employee MoraleCRYSTAL M-Q | FOS HR
What resources are available in the federal government structure to keep employees engaged and satisfied Are there things that the finance community can and should be doing to support employee morale in their agencies This session will explore how government offices can make changes that can result in higher productivity and employee engagement
M Anthony Scardino Dep Under Secrsquoy and Dep Dir USPTO
T137 Process Robotics Building Finance Bots LIVECRYSTAL A-B | FOS IT
Hear from digital labor experts about how operations improvements with robotics and cognitive solutions can drive greater efficiency cost management and employee morale This session will also feature a live demo of digital labor currently in action at a federal agency
M Chris Huff US Public Sector RPA Lead Deloitte Consulting LLP
AGA PDT 2018 | ORLANDO 31
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T138 Be Our Guest Magical Service for Finance CustomersCRYSTAL C-F | FOS MGMT
Disney has legendary customer service Hear about the practices taught by the Disney Institute and learn how you can deliver world-class financial accounting and audit services in your own organization
M Reed Waller Asst Dir Financial Management Initiatives Group DOJ
T139 Next Generation Leaders New Skills and New NeedsCRYSTAL H | FOS PD
Much has been discussed about millennials in the workplace but what are the keys to building the younger generation into effective leaders This session will explore how their immersion in technology gives them strengths and challenges when taking on new responsibilities as leaders in the federal workplace
M Doreen Shute Managing Principal CliftonLarsonAllen LLP
T140 Program Evaluation mdash Letrsquos Tell the TruthCRYSTAL K-L | FOS MGMT
This session will discuss the benefits of conducting program evaluations to determine program effectiveness support data analyses and make informed budget decisions Hear from federal state and local representatives who have conducted program evaluations and learn how the results were used
M Robert Tuccillo CFO Federal Transit Administration
T141 Look No Further Intergovernmental Job Aids to the RescueGRAND 9-11 | FOS ACCG
Learn about available tools guides and job aids for all levels of government developed by AGArsquos Intergovernmental Partnership (IP) program During this session government leaders will showcase tools and other resources available on AGArsquos website (wwwagacgfmorgtools-resources)
M Clark Partridge State Controller AZ
405 ndash 530 pm
Corporate Partner Advisory Group (CPAG) MeetingNEW ORLEANS
CPAG representatives and those from organizations interested in joining the program are invited to participate in this annual business meeting This meeting is an excellent opportunity to network with other corporate partner representatives and learn how to maximize your organizationrsquos partnership with AGA
8 ndash 10 pm
AGA Networking ReceptionMARRIOTT HOTEL LOBBY BAR
Join us for some after-dinner networking and socializing
32 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
See description on page 14
630 am ndash 4 pm
Registration Open
715 ndash 815 am
National Awards BreakfastCYPRESS BALLROOM
820 ndash 910 am
W100 Plenary Session OMBTreasuryDoD UpdateCYPRESS BALLROOM | FOS ACCG
David Lebryk Fiscal Asst Secrsquoy Treasury
David Norquist Under Secrsquoy of Defense (Comptroller) CFO DoD
Tim Soltis Dep Controller OMB
M Ann Ebberts CEO AGA
910 ndash 10 am
W101 Plenary Session Innovate the Way You InnovateCYPRESS BALLROOM | FOS PD
Learn how to create a culture of innovation within your organization Mr Shapiro will highlight how to use a challenge-centered approach to measure innovation the process of experimentation and how to maximize return on investments
Stephen Shapiro Innovation Expert
10 ndash 1030 am
Coffee BreakCRYSTAL FOYER
1030 ndash 1145 am
W102 One on One with GASB mdash An UpdateGRAND 9-11 | FOS ACCG
Meet with members of the GASB to receive the most up-to-date information regarding GASB standards exposure drafts and other projects that affect governments and their auditors
M Lealan Miller AGA FMSB Chair
W103 DoD Audit UpdateCANARY 1-2 | FOS AUD
This session will focus on the major audit and financial improvement activities underway across DoD
M Bryan Nelms Principal Kearney amp Company
W104 Understanding and Using the New Service Organization Control ReportsCANARY 3-4 | FOS AUDG
This session will discuss the significant changes underlying the new service organization control reports issued under AT-C 320 (formerly SSAE 16)
M Asif Khan Dir FM and Assurance GAO
W105 Managing in the Changing Workplace EnvironmentCRYSTAL A-B | FOS HR
Hear about the techniques and tools available to managers to maintain a team-building environment with a significant number of employees teleworking
M Thalia Melendez Dir of Audit Svcs NY State Educ Dept
AGA PDT 2018 | ORLANDO 33
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W106 Data All Around Us mdash CFOrsquos Move to a New NormalCRYSTAL M-Q | FOS IT
Advanced data analytics have turned data into powerful insights to manage programs and enhance the citizen experience as never before This session will explore how the availability of data is changing the role of the CFO
M Jorge Asef-Sargent Partner KPMG LLP
W107 How Emerging Technologies Will Transform Payments and CollectionsCRYSTAL K-L | FOS IT
Payments and collections are fertile ground for emerging technologies Artificial intelligence robotics Blockchain big data and the continued digitization of commerce will continue to transform payments and collections Panelists will share their futurist views of the payments and collections landscape
M Joe Hussey Managing Dir JP Morgan Treasury Services
W108 Cloud Enterprise Reporting mdash The FIRST FrontierCRYSTAL C-F | FOS IT
This session will explore cloud enterprise reporting Attendees will learn how to utilize the cloud to streamline external reporting by ingestion data centrally and then maximizing the utility of data to enhance integrity and inform management decisions
M Demek Adams Principal Grant Thornton LLP
W109 Annual Womenrsquos Forum Leading in Life and CareerCRYSTAL H | FOS PD
Empowered women are a cornerstone of effective government and a more competitive federal state and local workforce of the future Join this powerful annual convening of women leaders in accounting finance and technology as they discuss their journey and careers with high-impact and meaning
M Tracey Walker Natrsquol Dir Govt Affairs Culture Diversity and Inclusion RSM US LLP
W110 Federal Financial Standards Will We Get ThereGRAND 12-14 | FOS ACCG
Department of the Treasuryrsquos Office of Financial Innovation and Transformation (FIT) is defining federal financial standard references to promote innovation a common knowledge base and processes to improve interoperability of federal systems Join this session for an update on FITrsquos work and the expected benefits of this initiative
M Marshall Henry FM Program Manager Treasury Fiscal Service
1145 am ndash 1245 pm
National Awards LuncheonCYPRESS BALLROOM
1 ndash 2 pm
Financial Management Standards Board MeetingWASHINGTON
34 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1 ndash 215 pm
W111 Conducting Effective Assessments of Internal ControlsCRYSTAL K-L | FOS ACCG
This session will introduce participants to key concepts issues and standards necessary to design and implement policies to achieve the organizationrsquos objectives
M Sefton Boyars ConsultantTrainer Sefton Boyars CGFM CPA
W112 New Fraud Fighters Cryptocurrencies Blockchain and Secure TransactionsCRYSTAL C-F | FOS AUD
Government is inherently a transactional business From deeds to disbursements the quantity of documents governments maintain on paper and digital image continues to grow Criminals are abusing the current processes to commit fraud at an increasing rate Learn how you can use Blockchain to disrupt and combat fraud
M Jay Schulman Principal RSM US LLP
W113 Data Visualization mdash Using Geographic Information Systems as an Audit ToolGRAND 9-11 | FOS AUDG
Geographic Information Systems (GIS) are increasingly being utilized as a tool to present audit information Learn from experts on how recipients of government services using GIS provides a wealth of audit opportunities
M Gwendolyn Sewell Chief Mission Compliance and Audit ReadinessAccounting Air Force
W114 Finance 2020 Embracing the Changes to ComeCRYSTAL A-B | FOS MGMT
What is the role of CFOs and senior finance staff in this rapidly changing digital world This session will explore the evolution in the field from an expense control spreadsheet-driven and retrospective reporting center into a predictive analytics powerhouse
M Scott Quehl Sr Principal Accenture Federal Services
W115 Quality Management ConfrontationGRAND 12-14 | FOS MGMT
How do you optimize resources and maximize efficiency Join our panel of experts as they discuss various topics in performance management and answer questions such as ldquoHow is quality management implemented throughout an organizationrdquo and ldquoHow do you view and plan around resource allocationrdquo
M Wayne Ference Partner Castro amp Company LLC
W116 Enterprise Risk Management Stories from the Front LinesCRYSTAL H | FOS MGMT
For the past two years agencies have been working to implement the changes made to OMB A-123 This session will feature feedback from agency risk officers on whether ERM is living up to expectations
M Tom Carroll CFO AOC
AGA PDT 2018 | ORLANDO 35
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W117 Leadership Keys to SuccessCRYSTAL M-Q | FOS PD
Gain perspective from a senior leader in government about how you can make a difference in your organization This entertaining session will cover how to develop people build trust cultivate relationships and communicate more effectively Leadership is possible at any level of government
M Mary Peterman Dep Chief Finance and Procurement AOUSC
W118 Building an Optimal Analytics-Driven Program Integrity OfficeCANARY 1-2 | FOS MGMT
With the passage of the Fraud Reduction and DATA Act agencies are under increased pressure to have effective program integrity offices that leverage data analytics and focus on outcomes Hear best practices found from a comprehensive pilot project conducted at the VA
M Linda Miller Dir Grant Thornton LLP
W119 Competencies The Thread that BindsCANARY 3-4 | FOS HR
DoD like other agencies is required by law to develop functional competencies to use in strategic workforce planning The DoD FM community developed 24 enterprise-wide FM competencies Learn how these competencies serve as the thread which binds the FM workforce development portfolio into a coherent strategic plan which guides career development
M Jansen Sauvageau SVP PNC Bank
230 ndash 3 pm
AGA National President Gavel ExchangeCYPRESS BALLROOM
3 ndash 4 pm
W120 Closing Plenary Session Shift Your Brilliance Leading Amidst UncertaintyCYPRESS BALLROOM | FOS PD
This session will teach participants how to solve problems get out of the past and think like a leader of the future You will develop an enhanced sense of perspective understand where you shine and learn how to lead without a title to create effective change
Simon Bailey Author amp Inspirational Coach
M John Lynskey AGA 2018ndash2019 National President
6 ndash 11 pm
Presidentrsquos Appreciation ReceptionROYALSABALSAGO
Join us as we celebrate and thank 2017ndash2018 AGA National President Jim Arnette for his service and contributions to AGA and the financial management community
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
36 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
AGA PDT 2018 | ORLANDO 37
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
Please join us in thanking our sponsors for their generous support of AGArsquos 2018 Professional Development Training
PLATINUM SPONSORS
Accenture Federal ServicesVIRTUAL EXPERIENCE
Rowan MirandaManaging Dir CFO Advisory Practice Leadrowanamirandaaccenturefederalcomwwwaccenturefederalcom
Accenture Federal Services a wholly owned subsidiary of Accenture LLP is a US company with offices in Arlington Va Accenturersquos federal business has served every cabinet-level department and 30 of the largest federal organizations Accenture Federal Services transforms bold ideas into breakthrough outcomes for clients at defense intelligence public safety civilian and military health organizations
Grant Thornton LLPTOTE BAGS
Robert SheaPrincipal Global Public Sectorrobertsheausgtcomwwwgranthorntoncompublicsector
Grant Thornton LLP the US member firm of Grant Thornton International is one of six global accounting tax and business advisory organizations Our Global Public Sector based in Alexandria Va is a management consulting business providing responsive and innovative financial performance management and systems solutions to governments and international organizations
GOLD SPONSORS
CGIDIGITAL EXECUTIVE SESSION
Kevin GreerVP Mgmt Consulting KevinGreercgifederalcomwwwcgifederalcomusfederal
A global leader in IT business process and professional services CGI partners with federal agencies to provide end-to-end solutions for defense civilian and intelligence missions Since 1976 we have delivered quality services to help clients achieve results at every stage of the program product and business lifecycle
38 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CliftonLarsonAllenBADGE HOLDERS
Doreen ShuteManaging Principal Fed Govt SvcsDoreenShuteCLAconnectcomwwwCLAconnectcom
CLA is a professional services firm delivering integrated advisory outsourcing and public accounting capabilities to help clients succeed professionally and personally Our practice group members are recognized industry experts and established leaders in the government community We focus on active engagement in the industry a sentiment beyond meeting requirements and standards
DeloitteWATER BOTTLESHYDRATION STATIONS
Colin Duncan Managing Dircoduncandeloittecom wwwdeloittecomusfederal
Deloittersquos Government and Public Services practice consists of more than 12000 professionals across the country serving federal state and local government and higher education clients across consulting and advisory functions bring fresh perspective mdash from inside and outside government mdash to help solve our nationrsquos biggest challenges We bring insights from our client experience and research to drive bold and lasting results People Ideas Technology and Outcomes mdash all Designed for Impact
EYAGA EXECUTIVE SESSION
Bill ColbertPartner PI Financebillcolberteycomwwweycomgovpublicsector
The Government and Public Sector practice of Ernst amp Young LLP provides a full range of consulting and audit services leveraging our experience with both government and commercial clients We deliver real change and measurable results through our diverse high-performing teams operational know-how from across our global organization and bold ideas tailored to each clientrsquos unique mission
AGA PDT 2018 | ORLANDO 39
GOLD SPONSORS (continued)
GuidehouseMONDAY LUNCHEON
Christina VanecekMarketing Mgrcvanecekguidehousecomwwwguidehousecom
Guidehouse formerly PwC Public Sector provides management technology and risk consulting to clients around the world through more than 1600 professionals in 20 locations Now as Guidehouse we offer the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected
Kearney amp CompanyPHOTO BOOTH
Erika SteiningerPartneresteiningerkearneycocomwwwkearneycocom
Kearney amp Company a CPA and consulting firm exclusively serving the Federal Government takes pride in its ability to assist agencies in meeting business objectives and complying with complex requirements Practice areas include Financial Reporting and Accounting Support Internal ControlsA-123 Financial Services Financial Healthcare Services Advisory Services and Program Management
KPMG LLPHOST COMMITTEE SHIRTS MONDAY BREAKFAST
Diane DudleyPartner-in-Charge Fed Auditddudleykpmgcomwwwkpmgcom
For more than 100 years KPMG LLP has assisted the government in the civilian defense and intelligence sectors Today we help these organizations adapt to new environments by working with them to transform business models leverage data protect information assets and provide assurance services while focusing on their mission
40 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
CPAG Small Business CommitteeTUESDAY LUNCHEON
Dedicated members of AGArsquos Small Business Committee are proud to sponsor the 2018 PDT Tuesday Awards Luncheon Thank you to 2nd Wave Castro amp Co Immersion RMA Associates TFC Consulting Trilogy Federal and Watkins Government Services
Get Inspired During PDTthen submit your best practices to the Journal of Government Financial Management by Sept 1 2018
Learn more and view the 2018ndash2019 editorial calendar at wwwagacgfmorgjournal
SILVER SPONSORS
JP MorganTUESDAY BREAKFAST
Denise PetittaExec DirDenisePetittajpmorgancomwwwjpmorgancom
JP Morgan is a premier corporate and investment bank with a full suite of global financial services and capabilities Our clients include the worldrsquos most important corporations governments financial institutions pensions sovereign wealth organizations states and municipalities we offer strategic advice and deliver banking services in more than 100 countries
AGA PDT 2018 | ORLANDO 41
SILVER SPONSORS (continued)
RSM US LLPPDT APP amp WIFI
Mary GoldsmithFed Bus Dev Dirmarygoldsmithrsmuscomwwwrsmuscom
RSM US LLP provides risk financial and technology management consulting services to the public sector We are an inclusive enterprise and support AGA CPAG and Womenrsquos forum We help federal state and local entities improve performance through a comprehensive understanding of their business models internal processes objectives and daily realities
BRASS SPONSORS
Automation AnywhereSTANDING SIGN
Sharon OrsquoNeillHead of Americas Field Marketingsharononeillautomationanywherecom wwwautomationanywherecom
Automation Anywhere is the global leader in enterprise-grade comprehensive Robotic Process Automation software including Cognitive and real-time analytics Over 1000 of the worldrsquos largest brands use our platform to create and manage their Digital Workforce and scale their business processes faster with near-zero error rates while dramatically reducing operational costs
Crowe LLPTUESDAY AM COFFEE BREAK
Bert NeuhringRisk Consulting Partnerbertnuehringcrowecomwwwcrowecom
Crowe LLP is a public accounting consulting and technology firm with offices around the world Crowe uses its deep industry expertise to provide audit services to public and private entities The firm and its subsidiaries also help clients make smart decisions that lead to lasting value with its tax advisory risk and performance services
42 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
BRASS SPONSORS (continued)
MastercardMONDAY AFTERNOON COFFEE BREAK
MariBeth McCarthyVP Bus Leadermaribeth_mccarthymastercardcomwwwmastercardcom
Mastercard (NYSE MA) is a technology company in the global payments industry We operate the worldrsquos fastest payments-processing network connecting consumers financial institutions merchants governments and businesses in more than 210 countries and territories Mastercardrsquos products and solutions make everyday commerce activities easier more secure and more efficient for everyone
PNC BankDIRECTIONAL SIGNAGE
Lauren GradwellAccount MgrLaurengradwellpnccomwwwpnccomideas
PNC is one of the nationrsquos largest financial services organizations providing retail and business banking residential mortgage banking specialized services for corporations and government entities including corporate banking treasury management real estate finance asset-based lending wealth management and asset management We are focused on delivering ideas insight and solutions to our clients to help them maximize the value of their business
Williams AdleyMONDAY MORNING COFFEE BREAK
Melinda BuckBus Dev Leadmbuckwilliamsadleycomwwwwilliamsadleycom
Williams Adley is one of the countryrsquos premier certified public accounting and management consulting firms Our diverse knowledge backgrounds and subject-matter expertise help a wide variety of government agencies and businesses achieve their financial program and information technology goals
AGA PDT 2018 | ORLANDO 43
MEDIA SPONSORS
Government Matters
John Meyer Managing DirjmeyerGovMatterstv wwwGovMatterstv
Government Matters is a television news program dedicated to providing non-partisan information and analysis to federal managers contractors and those supporting the federal marketplace The program airs weeknights in Washington DC on NewsChannel 8 Sunday Mornings on ABC 7 and worldwide on the American Forces Network (AFN)
GOVERNING
Meg Keller Dir of Marketingmkellergoverningcomwwwgoverningcom
For 25 years GOVERNING has been the only publication dedicated to providing the information insight and inspiration state and local leaders need to govern effectively Subscriptions for most state and local government professionals are free as is attendance at most GOVERNING events
Route Fifty
Hilery Sirpis Publisherhsirpisgovexeccomwwwroutefiftycom
Route Fifty a new digital publication and events brand from Atlantic Mediarsquos Government Executive Media Group connects leaders and ideas advancing state and local governments with news insight and resources It facilitates sharing of best practices and ideas among those creating government programs policies and institutions for the 21st century
44 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Play AGArsquos Exhibitor Hunt and win big prizes
including FREE registration to an
upcoming AGA training event
View CPEs Earned
Visit httpsessions ats-leads comagapdt2018 and enter your badge number to view CPEs earned during PDT
Note Only CPEs earned from previous day(s) can be viewed
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VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
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MAIN
VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
MAINENTRANCE
Stop by PDT 2019 Booth 102
Relax RechargeGet a free massage
46 AGACGFM | PDT18
Exhibit Hall Floor Plan
Exhibitors by Booth Number
Company Name Booth
Infor 100 Bureau of the Fiscal Service 101Audimation Services 104American Society of Military Comptrollers 106Kearney Photo Booth 107Graduate School 108 Sehlke Consulting LLC 200Guidehouse 201Kforce Government Solutions Inc 202mLINQS LLC 203RSM US LLP 207GrantSolutions 209ACL Services Ltd 300Williams Adley 301CohnReznick Government 302AOC Solutions 303CGI Federal 306Virtual Experience with Accenture 307Savantage Solutions 308TeraThink Corporation 400Lynch Consultants LLC 401Interior Business Center 402GEHA 403
Company Name Booth
IFAS LLC 407TFC Consulting Inc 409Grant Thornton LLP 500RMA Associates LLC 501Castro amp Company LLC 503KPMG LLP 506AGA Community Service amp Silent Auction 507Kearney amp Company 600EY 601AGA 607J P Morgan 701FI Consulting 703CliftonLarsonAllen LLP 706MorganFranklin Consulting 707Becker Professional Education 709Management Concepts 800Qlik Tech Inc 801U S Army Financial Management Command 802The MIL Corporation 805Immersion Consulting 806Automation Anywhere 809
ACL Services LtdBOOTH 300wwwaclcom
ACL is a global software company with innovative solutions for public sector professionals to keep processes in check and provide higher levels of assurance through team-based analytic approaches ACLrsquos platform has helped over 250 government offices globally to bolster compliance manage risks and assure effective governance Learn more at our booth and wwwaclcom
AGABOOTH 607wwwagacgfmorg
AGA is the member organization for government financial management professionals We lead and encourage change that benefits our field and all citizens Our networking events professional certification publications and ongoing education help members build skills and advance their careers Learn about our thought-leadership library online tools CGFM designation and more
AGA PDT 2018 | ORLANDO 47
Exhibitor Appreciation AGA Corporate Partner
AGA Community Service amp Silent AuctionBOOTH 507
Buy tickets and bid for great prizes in our silent auction including gift certificates gift baskets sports memorabilia vacations and more Proceeds support AGArsquos National Community Service Fund the American Cancer Society the American Heart Association the Humane Society and Habitat for Humanity Winners posted daily present the winning ticket to claim your prize
AGA New Orleans ChapterBACK OF EXHIBIT HALLwwwagacgfmorgneworleans
Stop by our booth to learn more about New Orleans and plan your trip to PDT 2019 scheduled for July 21ndash24 2019 You might win a free PDT 2019 registration
American Society of Military Comptrollers BOOTH 106wwwasmconlineorg
ASMC is the non-profit educational and professional organization for persons military and civilian in the overall field of military comptrollership ASMC promotes the education and training of its members and supports the development and advancement of the military comptrollership profession The society provides professional programs to keep members abreast of current issues and encour-ages the exchange of information techniques and approaches
AOC SolutionsBOOTH 303wwwaocfederalsolutionscom
AOC Solutions Inc is a Service-Disabled Veteran-Owned Business providing financial management federal accounting audit readiness support and technology services AOC thought leaders are dedicated to helping agencies identify better ways to analyze accounting and financial data for cost reduction and increased efficiency
Audimation ServicesBOOTH 104wwwaudimationcom
Audimation Services Inc is the US distributor of CaseWare IDEAreg a powerful user-friendly data analytics software tool designed to help profes-sionals extend auditing capabilities detect fraud and meet documentation standards We specialize in helping organizations streamline audits simplify data acquisition and improve business processes
Automation Anywhere BOOTH 809
See write-up on page 42
Becker Professional EducationBOOTH 709wwwbeckercom
Do you need CPE for CGFMreg CPA or the new DoD FM Certification Come ask about our Government Family Offer Nearly half a million professionals have advanced their careers through our CPE programs including CPA Exam Review PMPreg Exam Review Cybersecurity Six Sigma and more And be sure to check out our new program for Certified Anti-Money Laundering Specialists (CAMS)
Bureau of the Fiscal ServiceBOOTH 101wwwfiscaltreasurygov
The Bureau of the Fiscal Service serves as a catalyst for transforming the way the federal government manages finances and delivers shared services Our passion is improving financial management and shared service delivery through efficient and effective operations and through guidance and assistance to others
48 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Castro amp Company LLCBOOTH 503www castroco com
Headquartered in Washington DC Castro amp Company is an audit advisory and accounting services CPA firm with a strong federal customer focus We are a Minority-Owned Small Business offering the personalized services of a small firm with the full resources and quality expected from a larger CPA firm
CGI FederalBOOTH 306
See write-up on page 38
CliftonLarsonAllen LLPBOOTH 706
See write-up on page 39
CohnReznick GovernmentBOOTH 302www cohnreznick com
CohnReznick Government provides audit accounting and financial management compliance risk and integrity monitoring program and project management and disaster response and recovery Our comprehensive project management approach provides clients with reliable processes and delivers accounting insights to help government organizations improve communication administer fiscal and operational strategies and meet compliance requirements
EYBOOTH 601
See write-up on page 39
FI ConsultingBOOTH 703www ficonsulting com
FI Consulting develops effective practical solutions to help federal agencies achieve their missions while operating efficiently managing risk and adapting to a changing policy environment We apply our core strengths in Data Analytics Modeling and Technology to gain program performance insight manage risk improve operations and better deliver mission
GEHABOOTH 403www geha com
GEHA provides medical and dental plans through the FEHB and FEDVIP programs for more than 18 million federal employees retirees and their families GEHA members receive year-round vision and hearing benefits plus other discounts For more information please stop by our booth or visit gehacom and gehadentalcom
Graduate SchoolBOOTH 108www graduateschool edu
Graduate School USA provides a wide range of learning opportunities in formats accessible to adult learners everywhere through training continuing education courses executive and leadership development and credit offerings For professionals in the government auditing and financial management community we offer a comprehensive curriculum taught by leading practitioners
Grant Thornton LLPBOOTH 500
See write-up on page 38
AGA PDT 2018 | ORLANDO 49
GrantSolutionsBOOTH 209www grantsolutions gov
GrantSolutions supports Federal agencies throughout the grants lifecycle mdash from pre-award planning through application award and closeout Our service finds solutions for shared mission needs across agencies while incorporating unique business and regulatory processes for grant programs GrantSolutions is an OMB-selected grants business leader providing end-to-end innovative grants management services dedicated to advancing the mission of Federal agencies
GuidehouseBOOTH 201
See write-up on page 40
IFAS LLCBOOTH 407www ifas-llc com
IFAS is an 8(a) Service-Disabled Veteran-Owned Small Business Woman-Owned Small Disadvan-taged Business providing Program Management Business and Finance Operations Integrated Logistics and IT Support Services to meet specific needs of our clients We provide geographically dispersed support available when and where you need us
Immersion ConsultingBOOTH 806www immersioninc com
Immersion Consulting a Service-Disabled Veteran-Owned Small Business headquartered in Annapolis Md provides business management and technology consulting to government nonprofit and commercial clients Founded in 2004 we specialize in program management financial management technology services and training Our mission provide clients with actionable business solutions that yield sustainable results
InforBOOTH 100www infor com
Infor Public Sector solutions streamline financial management across multiple systems With more than 25 years of public sector experience Infor helps you meet organization demands including budget and audit readiness performance management and financial control with flexible solution deployment options to help you operate more quickly and efficiently
Interior Business CenterBOOTH 402www doi govibc
The Interior Business Center one of several OMB-approved interagency shared-service providers offers acquisition financial manage-ment and HR under a fee-for-service full cost recovery business model By assisting multiple federal organizations IBC can leverage resources to share economies and efficiencies with external customers and our parent agency the US Department of the Interior
JP MorganBOOTH 701
See write-up on page 41
Kearney amp CompanyBOOTH 600
See write-up on page 40
Kforce Governnment Solutions IncBOOTH 202www kforcegov com
Kforce Government Solutions Inc (KGS) provides management and technology solutions to Federal Government and State and local agencies We deliver customized solutions across financial management organizational transformation and IT to solve our clientsrsquo most complex mission and business challenges KGS also offers the innovative TraumaFXreg line of medical training manikins
50 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
KPMG LLPBOOTH 506
See write-up on page 40
Lynch Consultants LLCBOOTH 401www lynchconsultants com
Lynch Consultants provides strategic financial and program advisory and assistance services to the federal government We partner with clients to deliver project management services financial and business support and strategic policy solutions for complex government programs Clients include numerous federal departments including DoD Navy Army VA HHS and HUD
Management ConceptsBOOTH 800www managementconcepts com
Management Concepts is a leading provider of professional development performance improve-ment and talent management solutions for the public sector Since 1973 we have collaborated with the federal government state and local offices non-profit organizations universities and corporations to enhance the performance of teams and organizations Follow us on Twitter Mgmt_Concepts
The MIL CorporationBOOTH 805www milcorp com
The MIL Corporation has grown steadily for 36 years and remains dedicated to excellence service and support across our four major service areas financial management and systems support information technology cyber security and systems and C4 engineering For more information please visit us at wwwmilcorpcom or on Facebook at httptinyurlcomFacebookMIL
mLINQS LLCBOOTH 203www mLINQS net
mLINQS a Service-Disabled Veteran-Owned Small Business founded in 2003 provides the govern-mentrsquos leading employee relocation management system and E-Gov travel (ETS2) consulting services Since 2004 mLINQS relocation system has automated relocations and tracked expenses for more than 30 agencies
MorganFranklin ConsultingBOOTH 707www morganfranklin com
MorganFranklin Consulting headquartered in McLean Va provides business consulting and technology solutions to public companies fast-growing private companies and US govern-ment agencies Third-party customer satisfaction surveys highlight the companyrsquos reputation for being hands-on flexible and skilled at bringing diverse groups together to complete projects on time and within budget
Qlik Tech IncBOOTH 801www qlik com
Qlikreg is the leading data analytics platform and the pioneer of user-driven business intelligence Its portfolio of cloud-based and on-premise solutions meets customersrsquo growing needs from reporting and self-service visual analysis to guided embedded and custom analytics regardless of where data is located
RMA Associates LLCBOOTH 501www rmafed com
RMA an SBA Certified 8(a) Small Business located in the Washington DC metropolitan area specializes in audit consulting and advisory
AGA PDT 2018 | ORLANDO 51
RSM US LLPBOOTH 207
See write-up on page 42
Savantage SolutionsBOOTH 308www savantage net
Savantage Solutions a CMMIreg Level 3 Rated and ISO 90012008 certified company is a leading provider of software development business consulting and program management support services One of only five vendors of financial management systems certified for federal use Savantage takes pride in its service excellence
Sehlke Consulting LLCBOOTH 200www sehlkeconsulting com
Founded in 2011 Sehlke Consulting is a Service-Disabled Veteran-Owned Small Business and Historically Underutilized Business Zone (HUBZone) firm based in Arlington Va We provide comprehensive leading solutions in Financial Management Acquisition Management Logistics and Supply Chain Management and National Security amp Defense Programs
TeraThink CorporationBOOTH 400www terathink com
TeraThink takes pride in the outstanding reputation we have earned over the past 15 years for delivering superior results to federal customers With expertise in agile development enterprise application technologies financial services and cloud solutions our delivery platform brings exceptional scale and value to support customersrsquo transformation business automation and mission-related goals Visit our booth and wwwTeraThinkcom for more information
TFC Consulting IncBOOTH 409www tfcci net
A licensed CPA firm Small Disadvantaged Business and ISO 9001_2015-certified enterprise TFC is the trusted partner of federal agencies facing complex financial management challenges Now celebrating 15 years of success and excellence in assisting clients TFC develops and implements comprehensive solutions to improve financial management environments and achieve operational efficiency
US Army Financial Management CommandBOOTH 802www facebook comUSAFMCOM
US Army Financial Management Command is responsible for the delivery of Army-wide Financial Management (FM) functions including Enterprise Resource Planning systems support audit and compliance support financial operations support and ERP business process standardization support and for providing operational oversight of Army field FM activities
Williams AdleyBOOTH 301
See write-up on page 43
Note The contents of this exhibitor list were compiled from information supplied by exhibitors While every effort has been made to ensure contents are correct AGA is unable to accept liability for errors or omissions or for any claims made by exhibitors
52 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AGA PDT 2018 | ORLANDO 53
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AIG Assistant Inspector GeneralAssoc AssociateAsst AssistantBus BusinessCEO Chief Executive OfficerCFO Chief Financial OfficerCIO Chief Information OfficerCo CountyComm CommitteeCOO Chief Operating OfficerCPAG Corporate Partner Advisory GroupDep DeputyDept DepartmentDev DevelopmentDir DirectorDiv DivisionEduc EducationERM Enterprise Risk ManagementExec ExecutiveFed FederalFM Financial ManagementGM General Manager Govt Government
Fields of Study See page 4 for list of Fields of Study
AOC Architect of the CapitolAOUSC Administrative Office of the
US CourtsCommerce US Department of CommerceDHHS US Department of Health
and Human ServicesDHS US Department of
Homeland SecurityDLA Defense Logistics AgencyDoD US Department of DefenseDoE US Department of EnergyDOI US Department of the InteriorDOJ US Department of JusticeDoS US Department of StateFASAB Federal Accounting Standards
Advisory BoardFiscal Service Bureau of the Fiscal ServiceFIT Office of Financial Innovation
and TransformationFMSB Financial Management Standards
BoardFTA Federal Transit Administration
HR Human ResourcesIG Inspector GeneralIT Information TechnologyMgmt ManagementMgr ManagerNatrsquol NationalOfc OfficePNP AGA Past National
PresidentPNT AGA Past National
TreasurerRPA Robotic Process
AutomationRVP Regional Vice PresidentSecrsquoy SecretarySME Subject Matter Expert Sr SeniorSvc ServiceSVP Senior Vice PresidentTech TechnicalUniv UniversityVP Vice President
GAO Government Accountability OfficeGASB Government Accounting Standards
BoardGSA US General Services
AdministrationHUD US Department of Housing
and Urban DevelopmentIRS Internal Revenue ServiceNASA National Aeronautics and Space
AdministrationNSF National Science FoundationOCFO Office of the Chief Financial OfficerOIG Office of Inspector GeneralOMB Office of Management and BudgetSBA Small Business AdministrationTreasury US Department of the TreasuryUSAID US Agency for International
DevelopmentUSDA US Department of AgricultureUSPTO US Patent and Trademark OfficeVA US Department of
Veteran Affairs
54 AGACGFM | PDT18
Glossary
MAIN CONVENTION CENTERSINGLE-LEVEL
REGISTRATION
CYBER LOUNGE
EX
HIB
IT H
ALL
PLENARY S
ESSIO
NS
AGA PDT 2018 | ORLANDO 55
Convention Center Floor Plans
圀䔀 䰀䤀匀吀䔀一 簀 圀䔀 䤀一一伀嘀䄀吀䔀 簀 圀䔀 䐀䔀䰀䤀嘀䔀刀
吀愀猀栀甀 吀爀椀瘀攀搀椀Ⰰ 倀爀攀猀椀搀攀渀琀䌀䔀伀 㜀㤀㐀 漀爀 琀琀爀椀瘀攀搀椀䀀琀昀挀挀椀渀攀琀
嘀椀猀椀琀 漀甀爀 眀攀戀猀椀琀攀 愀琀 眀眀眀琀昀挀挀椀渀攀琀
䘀漀爀 洀漀爀攀 椀渀昀漀爀洀愀琀椀漀渀 挀漀渀琀愀挀琀 吀䘀䌀
椀猀 琀栀攀 琀爀甀猀琀攀搀 瀀愀爀琀渀攀爀 昀漀爀 昀攀搀攀爀愀氀 愀最攀渀挀椀攀猀 琀栀愀琀愀爀攀 昀愀挀椀渀最 挀漀洀瀀氀攀砀 ǻ渀愀渀挀椀愀氀 洀愀渀愀最攀洀攀渀琀 挀栀愀氀氀攀渀最攀猀
吀䘀䌀 䌀漀渀猀甀氀琀椀渀最 䤀渀挀
뜀뜀
뜀뜀뜀뜀
䔀渀琀攀爀瀀爀椀猀攀 刀椀猀欀 䤀渀琀攀爀渀愀氀䌀漀渀琀爀漀氀猀 䄀搀瘀椀猀漀爀礀䤀洀瀀爀漀瀀攀爀 倀愀礀洀攀渀琀猀䴀攀愀猀甀爀攀洀攀渀琀 刀攀洀攀搀椀愀琀椀漀渀䘀椀渀愀渀挀椀愀氀 刀攀瀀漀爀琀椀渀最 䄀䄀挀挀漀甀渀琀椀渀最 伀瀀攀爀愀琀椀漀渀猀䘀椀渀愀渀挀椀愀氀 匀琀愀琀攀洀攀渀琀 䌀漀洀瀀氀椀愀渀挀攀 䄀甀搀椀琀䐀愀琀愀 䄀渀愀氀礀琀椀挀猀 伀瀀琀椀洀椀稀愀琀椀漀渀䤀吀 匀攀挀甀爀椀琀礀 刀攀瘀椀攀眀 䄀猀猀攀猀猀洀攀渀琀
伀甀爀 瘀愀氀甀攀ⴀ愀搀搀攀搀 猀攀爀瘀椀挀攀猀㨀
圀栀愀琀猀 礀漀甀爀 渀攀砀琀 洀漀瘀攀㼀
䴀愀渀礀 瀀愀琀栀猀Ⰰ 漀渀攀 挀漀爀爀攀挀琀 爀漀甀琀攀 䘀漀氀氀漀眀 吀䘀䌀 愀氀漀渀最 琀栀攀 爀漀甀琀攀 琀漀 猀甀挀挀攀猀猀 䘀椀爀猀琀 琀栀愀琀 挀漀爀爀攀挀琀氀礀
挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀
M108 OCFO of the Future mdash What Does It Look LikeCRYSTAL M-Q | FOS MGMT
What does the OCFO look like in the age of robotics Blockchain data analytics and cloud computing Attend this session to hear from an expert panel to learn what CFOs are doing to integrate new technology into their organizations and their roles
M Joe Kull Dir Guidehouse
M109 Taking Care of CustomersCRYTAL A-B | FOS PD
Customers are people too hellip and the reason you exist But when has anyone ever trained you to deal with them Take a moment to learn some elements of what it means to take care of customers with more stories and more energy thatrsquoll give you something to think about
M Mary Peterman Dep Chief Finance and Procurement AOUSC
1145 am ndash 1 pm
Luncheon and Awards CeremonyCYPRESS BALLROOM
1 ndash 150 pm
M110 Plenary Session Curing Adultitis mdash Your Prescription for Less Stress and More SuccessCYPRESS BALLROOM | FOS PD
Adultitis is an epidemic that is coming hard after us every day It infiltrates even the best environments producing stress and burnout Learn practical tips for reclaiming your passion bringing more fun and less stress to the job at hand
Jason Kotecki Artist Author Founder of Escape Adulthood
M Mark Easton Dep CFO ndash Comptroller DoD
205 ndash 320 pm
M111 Itrsquos a Disaster Before During and AfterCRYSTAL A-B | FOS ACC
Is your agency equipped for a disaster Hear from federal state and local officials about the challenges and best practices when preparing for responding to and accounting for disasters
M Mary Peterman Dep Chief Finance and Procurement AOUSC
M112 Governance Over Financial Statements IT Control RiskGRAND 9-11 | FOS ACCG
Join a panel of experts as they discuss key resources in the federal space In particular the experts will take a closer look at a management assessment framework for IT general controls in support of the annual assurance process and conclusions
M Scoey Alexander Sr Mgr Kearney amp Company
CGFMs donrsquot forget to wear red or apparel with the CGFM logo
on Tuesday to celebrate CGFM Day
16 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
M113 Lessons Learned from Real-life FraudsCRYSTAL C-F | FOS AUDG
This session will feature presentations of frauds committed by state and local governments Panelists will also discuss how the perpetrators circumvented controls or took advantage of the absence of controls
M Maribeth McCarthy Dir Bus Dev Mastercard
M114 Conducting Audits in Challenging EnvironmentsCRYSTAL K-L | FOS AUDG
Conducting audits in unique environments presents challenges Whether itrsquos in a remote village on the other side of the world in the middle of a disaster or at an unexpected location here at home mdash this session highlights some of these challenges and discusses strategies for overcoming them
M Sal Ercolano Sr Advisor Williams Adley
Follow us guidehouse_us linkedincomcompanyguidehouse-us
Introducing Guidehouse formerly PwC Public Sector oering the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected We invite you to learn more at guidehousecom
copy 2018 Guidehouse
Hi wersquore (not so) new here
AGA PDT 2018 | ORLANDO 17
Monday mdash AgendaGlossary on page 54Check PDT app for speakers
M115 DATA Act Opportunities to Become More Data-DrivenGRAND 12-14 | FOS FIN
Hear about steps Treasury and other federal agencies have taken to improve the quality of the data published on USAspendinggov and explore opportunities for federal state and local governments to use the data to improve performance and outcomes
M Aileen Burgman Sr Policy Analyst Treasury
M116 ldquoKnock Knock rdquo ldquoWhorsquos ThererdquoCRYSTAL H | FOS IT
New innovations in cognitive technology and authentication give government officials a better understanding of who is ldquoknockingrdquo at the door Through cognitive technology digital identity will not only allow government to more effectively and efficiently police access but it will enable citizens to safely electronically engage with government This session will explore digital identity and the new role it can serve as it moves from policing to enabling access
M Tony Hubbard Principal KPMG
M117 Governmentrsquos Blockchain Journey mdash Lessons LearnedCANARY 1-2 | FOS IT
Blockchain has potential to bring security efficiency and speed to a range of services and processes How should agencies look to incorporate Blockchain into the way they function today Panelists will share successes pain points and lessons learned from standing up solutions from Blockchain technology
M Christina Canavan Dir Deloitte
M118 CFO and CIOs 2018 Models for Synergy and SuccessCANARY 3-4 | FOS MGMT
CFO and CIO experts discuss the intersection of policies and management issues that impact them The session will also discuss how these leaders can work together to improve efficiency and transparency reduce risk and strengthen the workforce offering models for success
M Daniel Meers Natrsquol Leader Transformation RSM LLP
M119 The Art of Tinkering Tiny Ways to Transform EverythingCRYSTAL M-Q | FOS PD
Drive innovation achieve new levels of happiness and uncover hidden opportunities by learning the art of tinkering In times of uncertainty and change the small things really do make the biggest difference
M Lisa Casias Dep Asst Secrsquoy for Administration Commerce
320 ndash 4 pm
Coffee Break with ExhibitorsROYALSABALSAGO
More than one concurrent session you want to attend
Donrsquot forget recorded sessions will be archived and available for one year
18 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
4 ndash 515 pm
M120 Audit Tips for Federal Disaster Response EffortsCANARY 3-4 | FOS AUDG
Hear about lessons learned and advice for auditing federal disasters The panel will discuss prior audit findings recom-mendations and tips from previous audits Attendees will also learn insights from Emergency Management Oversight Teams
M Steve Rickrode Dep Asst IG for Audit USDAndashOIG
M121 Financial Audits or Performance AuditsCANARY 1-2 | FOS AUDG
Financial audits have been the backbone of audit shops in state and local government Recently though some of these organi-zations have redirected their efforts into performance audits to give legislators more information on how agencies are meeting their missions This session will explore the differences and similarities between these two audit models and which one could best serve your organization
M Gerry Boaz Tech Mgr TN Div of State Audit
M122 March of the Robots mdash Join the ParadeCRYSTAL H | FOS IT
Software robots or ldquobotsrdquo operate like humans and our understanding of them continue to rapidly evolve During this session the panel will explore experiences of three organizations now implementing intelligent automation solutions
M Kirke Everson Managing Dir KPMG
M123 Moving Federal Financials to the Cloud Two Case StudiesROOM CRYSTAL K-L | FOS IT
Remaining status quo when it comes to financial management systems can cost your agency time and money Join this session to hear from agencies who have eliminated barriers towards growth and moved their agencyrsquos financial management systems to a secure compliant agile and forward-thinking model
M John Nemoto VP Hybrid IT CGI Federal
M124 Swamped and Overwhelmed How to Cope with Data Overload CRYSTAL A-B | FOS MGMT
Agencies have amassed large volumes of data about business operations services and customers Few agencies though have fully tapped this resource to measure and improve performance This panel describes how data can better support federal agency performance management efforts
M Kris Naleszkiewicz Sr MgrndashFinance Analytics Lead Accenture Federal Services
M125 Leadership Gold NuggetsCRYSTAL M-Q | FOS PD
Participants will learn ldquogold nuggetsrdquo of leadership wisdom accumulated during decades of studying practicing and teaching leadership This session will include a panel discussion of these leadership fundamentals and their application in a variety of professional accountability careers
M Paul Barrett Professor Longwood Univ
AGA PDT 2018 | ORLANDO 19
Monday mdash AgendaGlossary on page 54Check PDT app for speakers
M126 What Caused My Risk GRAND 12-14 | FOS STAT
Root cause analysis is often a forgotten element of resolving issues because the focus tends to be more on correcting the issue than evaluating the cause This session will feature this proactive approach to problem resolution to help prevent issues from happening in the future
M Kenneth Donohue Former HUD IG
M127 Ethics in the WorkplaceCRYSTAL C-F | FOS BETH
This session will cover the components of ethical behavior as well as the need to maintain an ethical environment in the workplace Participants will learn tips and techniques to create and maintain an environment that is ethical and conducive to the mission of the organization
M Marsi Woody Financial Exec Officer Idaho State Police
M128 Citizen-Centric Reporting mdash Turning Data Into InformationGRAND 9-11 | FOS ACCG
Hear how AGArsquos Citizen-Centric Reporting (CCR) can be used as an electronic portal to an agency See examples of how agencies have taken enormous amounts of data found on government websites and turned it into pages of focused and easy to read information for the consumer and citizen
M John Lynskey Controller NSF
515 ndash 630 pm
Monday Event with ExhibitorsROYALSABALSAGO
20 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
Health and Dental benefits designed exclusively for federal employees retirees and their families
We stand by you
gehahealth
gehacom
8008216136
OR-ADS-0318-004
Health and Dental benefits designed exclusively for federal employees retirees and their families
We stand by you
gehahealth
gehacom
8008216136
OR-ADS-0318-004
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
See description on page 14
630 am ndash 4 pm
Registration Open
7 ndash 8 am
Continental Breakfast with ExhibitorsROYALSABALSAGO
8 ndash 915 am
T100 Plenary Session Leading from Any SeatCYPRESS BALLROOM | FOS PD
With real-world stories and insights from in and out of the cockpit Shannon Huffman Polson offers tangible leadership lessons for you to seek out your own targets and incorporate them into your own profession By examining leadership and situational challenges Shannon empowers others to lead and thrive in any dynamic environment
Shannon Huffman Polson Former US Army Captain and Pilot
M Doug Glenn AGA Immediate PNP
930 ndash 1020 am
T101 A Future Financial Reporting ModelCRYSTAL M-Q | FOS ACCG
Data and tools exist to provide consumable financial data to internal and external users by providing multiple ways of finding answers What if the data and tools were integrated into a digital model Join this session to learn how digitized data can reinvigorate the way we communicate and interact with financial information
M Tasha Austin Sr Mgr Deloitte
T102 Emerging Issues in State Government AccountabilityCRYSTAL C-F | FOS FIN
States often face many demands on their operation mdash coming from both a local and federal level This session will explore how two states are dealing with these pressures and what the future balancing act of demands looks like for them
M Melinda Miguel Dep IG AOC
T103 Leveraging Data Analytics Transforming Data Into Better DecisionsCRYSTAL H | FOS AUD
As data analytics become more commonplace in government agencies can leverage analytics tools to make better decisions and improve the effectiveness and efficiency of their programs This session will explore how analytics can be used to enhance decision-making
M Shivendra Verma Principal Grant Thornton LLP
PDT18 Follow us
AGACGFM
22 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T104 Implementing the Revised OMB Circular A-123 Appendix ACANARY 1-2 | FOS AUDG
This session will focus on the newly released revision to OMB Circular A-123 Appendix A Hear about the renewed focus on data quality planning as well as flexibilities provided around agency control activities
M David Zavada Sr Partner Kearney amp Company
T105 What Are Subrecipients Doing with Your MoneyGRAND 9-11 | FOS BMO
During this session attendees will hear what a subrecipient monitoring program should include
M Nasr Fahmy Asst Dir for Financial Assistance Oversight DHSOCFOFinancial Assistance Policy and Oversight
T106 Letrsquos Get Uncomfortable and Talk About Sexual HarassmentCANARY 3-4 | FOS HR
Victims of sexual harassment are speaking up and the alleged harassers are being exposed Join this important and timely session to learn what you can do to prevent sexual harassment in your workplace and create a safer work environment
M Karen Wilson Principal Public Sector Practice Guidehouse
T107 Hey Bot mdash What Can You Do for MeCRYSTAL K-L | FOS IT
Robotic Process Automation (RPA) has found its way into the government This session will discuss how federal agencies are currently using RPA and the potential for leveraging cognitive automation and artificial intelligence as the next steps in the intelligent automation process
M Adam Goldberg Exec Architect Fiscal Service
T108 Next Generation ERP Systems for Federal AgenciesGRAND 12-14 | FOS MGMT
This panel will examine ldquowhatrsquos nextrdquo for ERP systems at a time when many federal agencies need to modernize their financial systems This session will debate on-premise vs cloud single vendor vs best of breed agency owned and maintained vs shared services and outsourced support
M James Harris Finance and Enterprise Performance ndash Sr Mgr Accenture Federal Services
T109 Managing Large Complex Federally Funded Grants and ContractsCRYSTAL A-B | FOS SK
Increased scrutiny of large complex grants and contracts require agencies better assess their project risks develop mitigation strategies and monitor outcomes This session covers approaches to manage civilian and military construction projects measure earned-value and improve outcomes
M Bert Nuehring Partner Crowe LLP
AGA PDT 2018 | ORLANDO 23
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
930 ndash 11 am
Professional Ethics Board MeetingWASHINGTON
1020 ndash 11 am
Coffee Break with ExhibitorsROYALSABALSAGO
11 ndash 1150 am
T110 Innovations in Public PerformanceCRYSTAL K-L | FOS ACCG
Not surprisingly citizens want to know what they are getting for their tax dollars Panelists will discuss the performance measures and innovative techniques for engaging citizens developed by governments to help inform taxpayers
M Shivendra Verma Principal Grant Thornton LLP
T111 Setting the Foundation for TransparencyCRYSTAL A-B | FOS ACCG
This is a discussion of lessons learned from the first year of the DATA Act and next steps to improving transparency This session will discuss one agencyrsquos approach to successfully implementing the Act and next steps to improving its results
M Robert Shope Partner EY
T112 Federal Financial Audit Approach AlternativesGRAND 12-14 | FOS AUD
This session will share ideas identified by a federal CFO council workgroup to improve the nexus of costs benefits risks and burdens of the Agency Financial Report audit process
M Scott Bell Sr Staff Accountant Treasury
T113 How to Integrate Non-financial and Financial ReportingCRYSTAL M-Q | FOS AUDG
Explore how agencies leverage internal control over financial reporting organization structure knowledge and tools to address non-financial internal control requirements
M Jon Rymer Dir Lynch Consultants LLC
T114 Go Green From Overhead to Higher Training BudgetsCANARY 1-2 | FOS FIN
This session will discuss ways a department agency or business can decrease costs and allocate more resources towards employee training and professional development
M Chidilim Okonkno Systems Accountant NASA
T115 Where Did My Data Go and Why Should I CareCRYSTAL C-F | FOS IT
How have breaches and data disclosure incidents affected organizations from an economic and reputational perspective This session will discuss the impact of ransomware and other malicious attacks that restrict access to modify or delete your data
M Sarah Mirzakhani IT Principal CliftonLarsonAllen LLP
24 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T116 Application of Emotional IntelligenceCRYSTAL H | FOS PD
Everyone has dealt with ldquodifficultrdquo co-workers and individuals This session will explore how to handle different types of personalities by growing your own emotional intelligence
M Megan Gaillard Dir of Audit Palm Beach Co ndash OIG
T117 CFO SurveyGRAND 9-11 | FOS ACCG
This yearrsquos AGA CFO survey focuses on the tools and processes needed to help agencies address current budgetary challenges and mandates Join this session to hear the results of the online and in-person survey and discuss the findings with a panel of current and former CFOs
M Jim Taylor Managing Dir Grant Thornton LLP
copy 2018 Becker Professional Education Corporation All rights reserved
The knowledge you need to help prepare you for the next level of success
Becker Continuing Professional Education
Whether yoursquore a CPA CGFM CDFM DoD FMCIA CFE CMA or need GAGAS Becker offers Continuing Professional Education (CPE) tohelp meet your needs
With Becker CPE your accounting audit and fi nance professionals receive the timelyand relevant knowledge needed to help themstay ahead
Take advantage of our Subscription Program for unlimited use of Beckerrsquos CPE
+ Special rate forGovernment Agencies
+ Live Webcast and OnDemand formats(24x7 access)
+ Includes streaming videoand video courses
For more details on this program please visit agacgfmorgonlineCPE or contact John Gioeli at jgioelibeckercom
AGA PDT 2018 | ORLANDO 25
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T118 Letrsquos Get Uncomfortable and Talk About Sexual Harassment (repeat session)CANARY 3-4 | FOS HR
See description on page 23
M Karen Wilson Principal Public Sector Practice Guidehouse
1150 am ndash 1250 pm
Luncheon and Awards CeremonyCYPRESS BALLROOM See page 41
105 ndash 220 pm
T119 Certified Government Financial Manager (CGFM)CRYSTAL A-B | FOS PD
Discover the value of the CGFM designation Participants will hear from colleagues on why they pursued this certification and how it has helped advance their careers and distinguish them from others in their field You will also learn tips for preparing for the three CGFM exams
M Katya Silver Dir of Professional Certification AGA
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
T120 Leadership Ethics and Decision Making in Early AuditsCRYSTAL K-L | FOS BETH
Everyone is faced with various levels of ethical dilemmas at work and leadership can often create a culture that promotes unethical behavior without realizing the consequences Join this session to explore how ethics are integral to the behavior of employees and the impact of the behavior on early audits
M Robert Hart Sr Mgr EY
T121 Disrupting Improper PaymentsCRYSTAL H | FOS IT
Preventing improper payments is a government-wide challenge Join this session to learn how to make significant improvements and leverage disruptive technology to promote data sharing recipient authentication and encourage stakeholder collaboration Panelists will share best practices and explore ways to address root causes
M Steven Bernstein Exec Dir Electronic Payments Product Exec JP Morgan Treasury Svcs
T122 Fraud in Federal Assistance ProgramsCRYSTAL C-F | FOS AUDG
This session will give attendees an in-depth look at how fraud in federal programs was handled by state agencies federal grantors and state prosecutors This topic will explore case studies on the Summer Food Service Program and the Child and Adult Care Food Program
M Jeff Hart AGA PNP
Like us on
26 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T123 AGArsquos Grant Survey Improving Grantee ComplianceGRAND 12-14 | FOS MGMT
Recognizing challenges with grantee compliance AGA conducted a nationwide survey of federal grant recipients on implementation issues related to the Uniform Guidance (2 CFR 200) This session will focus on strategies and activities to address the most troubling areas identified by respondents
M James McKay Principal SME Grants Management Line of Business KGS
T124 Agency Risk Profile Lessons Learned and ValueCANARY 1-2 | FOS MGMT
This session will focus on agenciesrsquo experience from their A-123 Risk Profile definition process This session will include discussion of lessons learned outcomes achieved and value created
M Daniella Datskovska Dir ERM and Internal Control TFC Consulting Inc
Helping you succeed is ours Learn more at KPMGcomusfederal
Anticipate tomorrow Deliver today
copy 2017 KPMG LLP a Delaware limited liability partnership and the US member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (ldquoKPMG Internationalrdquo) a Swiss entity Some of the services or offerings provided by KPMG LLP are not permissible for its audit clients or affiliates NDPPS 677263
Your business is serving the public
AGA PDT 2018 | ORLANDO 27
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T125 Conflict in the Workplace Surviving and ResolvingCRYSTAL M-Q | FOS PD
Explore the types and causes of conflict in the workplace Participants will learn how to handle and manage conflict in the workplace Experts will share techniques for dealing with co-workers supervisors and staff in various situations involving both positive and negative conflicts
M Peggy Javery Acting Assoc CFO USDA
T126 FASAB Update Leases and More to ComeCANARY 3-4 | FOS ACCG
Hear from FASAB staff about recently-issued standards open proposals and proposals under development FASAB staff will discuss implementation of the new standards Additionally insights regarding new developments will be shared along with tips to help you prepare
M Wendy Payne Exec Dir FASAB
105 ndash 325 pm
EXEC2 AGA Digital Executive Session (invitation only)GRAND 9-11 | FOS IT
Learn about emerging technologies that may soon change the way you support your organizationrsquos mission Understand priorities challenges issues and opportunities from government leaders Engage in a highly interactive and engaging discussion on the latest strategies for digital transformation and exchange ideas and solutions with colleagues that you can bring back to your organization
M Kevin Greer VP CGI Federal
235 ndash 325 pm
T127 Medicaid The Elephant in the RoomCANARY 3-4 | FOS ACCG
Medicaid is a critical service in the lives of millions of Americans It is also a major expense for both federal and state entities This session will explore the ways that federal managers and state auditors are collaborating to make sure that these allocated dollars are spent wisely
M Kinney Poynter Exec Dir NASACT
T128 Path to Auditability Implementing New FASAB StandardsCANARY 1-2 | FOS ACCG
This session will provide an understanding of SFFAS 48 Opening Balances for Inventory Operating Materials and Supplies Stockpile and SFFAS 50 Establishing Open Balances for General Property Plant and Equipment and discuss tips for successful implementation Additionally participants will hear about implementing the standards mdash including the pitfalls and best practices for success
M Eveka Rodriguez Partner Grant Thornton LLP
T129 Data Analytics for FraudCRYSTAL A-B | FOS AUDG
Proactive data monitoring and use of data analytics can prevent your entity from being subject to a public fraud This session will show attendees how proactive data analysis techniques and tools can save money prevent bad publicity and detect fraud faster with fewer resources
M Sarah Hays Programming Dir Data Coalition
28 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T130 Planning for Federal Funding DecreasesCRYSTAL C-F | FOS FIN
State and local governments federal funding sources are always in flux This session will feature a panel of state and local government leaders discussing what plans they have in place in the event of a reduction of federal funds
M Lealan Miller AGA FMSB Chair
T131 My Data Was Just BreachedCRYSTAL K-L | FOS IT
Access to data is key to effective analytics However with recent data breaches security standards around data transfer and storage have tightened This session discusses steps to follow to ensure secure handling of data in analytics programs
M Phil Magrogan COO Immersion Consulting
MAKES A DIFFERENCE
Find the six dierences in the two photos Present at booth 202 for your prize
2677 Prosperity Avenue Suite 100 Fairfax Virginia 22031 wwwkforcegovcom Kforce_govKGS
RISKMANAGEMENT
COMPLIANCE ampAUDIT SERVICES
GRANTSMANAGEMENT
FINANCIALIMPROVEMENT
FINANCIALTECHNOLOGY
AGA PDT 2018 | ORLANDO 29
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T132 Communicating Effectively Skills and TechniquesCRYSTAL M-Q | FOS COMS
Improve your communication skills with colleagues customers supervisors and staff mdash and learn how to adjust styles based on with whom you communicate verbally vocally and visually This interactive session will address the needs concerns and frustrations of communicating effectively in todayrsquos workplace
M Dave LeBlanc SVP-at-Large AGA
T133 The Presidentrsquos Management Agenda and the Uniform GuidanceCRYSTAL C-F | FOS MGMT
The Presidentrsquos Management Agenda (PMA) was released in March 2018 This session will discuss the PMA Cross Agency Priority (CAP) Goal 8 Results-Oriented Accountability for Grants This session will also discuss the connectivity between OMBrsquos Uniform Guidance the PMA and the future vision for the world of grants
M Charles Hester InstructorConsultant AGA RVPndashWest Coast Region
325 ndash 405 pm
Coffee Break with ExhibitorsROYALSABALSAGO
330 ndash 545 pm
Young Professionals RoundtableMIAMI | FOS PD
Hear what accomplished leaders deem essential success factors for young professionals in todayrsquos ever-changing and challenging government financial management environment Interactive QampA will focus on leadership networking communication mentorship advancement and change management Speed networking session immediately follows for participants
405 ndash 455 pm
T134 Uniform Guidance Year Three mdash What You Still Donrsquot KnowCANARY 1-2 | FOS AUDG
The Uniform Guidance has been in effect for more than three years yet there are still several aspects to implement This presentation will explore those topics as well as best practices identified over the past three years
M Lealan Miller AGA FMSB Chair
T135 Protect Taxpayer DollarsGRAND 12-14 | FOS AUDG
Government vendors have larger and more contractual requirements which can lead to greater need for vendor audits Join this session to explore how vendors are audited to make sure they provide the government with the full set of contracted services and ultimately protect taxpayer dollars
M Kim Farington CFO FirstNetHave session ideas
for PDT 2019Join the PDT technical
committee email meetingsagacgfmorg
30 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
ARE YOU READY
cohnreznickcomindustriespublic-sector
CohnReznick helps forward-thinking public sector organizations address stringent regulatory requirements strengthen risk managementand achieve their business goals
Visit Us at Booth 302
T136 Improving Federal Government Employee MoraleCRYSTAL M-Q | FOS HR
What resources are available in the federal government structure to keep employees engaged and satisfied Are there things that the finance community can and should be doing to support employee morale in their agencies This session will explore how government offices can make changes that can result in higher productivity and employee engagement
M Anthony Scardino Dep Under Secrsquoy and Dep Dir USPTO
T137 Process Robotics Building Finance Bots LIVECRYSTAL A-B | FOS IT
Hear from digital labor experts about how operations improvements with robotics and cognitive solutions can drive greater efficiency cost management and employee morale This session will also feature a live demo of digital labor currently in action at a federal agency
M Chris Huff US Public Sector RPA Lead Deloitte Consulting LLP
AGA PDT 2018 | ORLANDO 31
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T138 Be Our Guest Magical Service for Finance CustomersCRYSTAL C-F | FOS MGMT
Disney has legendary customer service Hear about the practices taught by the Disney Institute and learn how you can deliver world-class financial accounting and audit services in your own organization
M Reed Waller Asst Dir Financial Management Initiatives Group DOJ
T139 Next Generation Leaders New Skills and New NeedsCRYSTAL H | FOS PD
Much has been discussed about millennials in the workplace but what are the keys to building the younger generation into effective leaders This session will explore how their immersion in technology gives them strengths and challenges when taking on new responsibilities as leaders in the federal workplace
M Doreen Shute Managing Principal CliftonLarsonAllen LLP
T140 Program Evaluation mdash Letrsquos Tell the TruthCRYSTAL K-L | FOS MGMT
This session will discuss the benefits of conducting program evaluations to determine program effectiveness support data analyses and make informed budget decisions Hear from federal state and local representatives who have conducted program evaluations and learn how the results were used
M Robert Tuccillo CFO Federal Transit Administration
T141 Look No Further Intergovernmental Job Aids to the RescueGRAND 9-11 | FOS ACCG
Learn about available tools guides and job aids for all levels of government developed by AGArsquos Intergovernmental Partnership (IP) program During this session government leaders will showcase tools and other resources available on AGArsquos website (wwwagacgfmorgtools-resources)
M Clark Partridge State Controller AZ
405 ndash 530 pm
Corporate Partner Advisory Group (CPAG) MeetingNEW ORLEANS
CPAG representatives and those from organizations interested in joining the program are invited to participate in this annual business meeting This meeting is an excellent opportunity to network with other corporate partner representatives and learn how to maximize your organizationrsquos partnership with AGA
8 ndash 10 pm
AGA Networking ReceptionMARRIOTT HOTEL LOBBY BAR
Join us for some after-dinner networking and socializing
32 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
See description on page 14
630 am ndash 4 pm
Registration Open
715 ndash 815 am
National Awards BreakfastCYPRESS BALLROOM
820 ndash 910 am
W100 Plenary Session OMBTreasuryDoD UpdateCYPRESS BALLROOM | FOS ACCG
David Lebryk Fiscal Asst Secrsquoy Treasury
David Norquist Under Secrsquoy of Defense (Comptroller) CFO DoD
Tim Soltis Dep Controller OMB
M Ann Ebberts CEO AGA
910 ndash 10 am
W101 Plenary Session Innovate the Way You InnovateCYPRESS BALLROOM | FOS PD
Learn how to create a culture of innovation within your organization Mr Shapiro will highlight how to use a challenge-centered approach to measure innovation the process of experimentation and how to maximize return on investments
Stephen Shapiro Innovation Expert
10 ndash 1030 am
Coffee BreakCRYSTAL FOYER
1030 ndash 1145 am
W102 One on One with GASB mdash An UpdateGRAND 9-11 | FOS ACCG
Meet with members of the GASB to receive the most up-to-date information regarding GASB standards exposure drafts and other projects that affect governments and their auditors
M Lealan Miller AGA FMSB Chair
W103 DoD Audit UpdateCANARY 1-2 | FOS AUD
This session will focus on the major audit and financial improvement activities underway across DoD
M Bryan Nelms Principal Kearney amp Company
W104 Understanding and Using the New Service Organization Control ReportsCANARY 3-4 | FOS AUDG
This session will discuss the significant changes underlying the new service organization control reports issued under AT-C 320 (formerly SSAE 16)
M Asif Khan Dir FM and Assurance GAO
W105 Managing in the Changing Workplace EnvironmentCRYSTAL A-B | FOS HR
Hear about the techniques and tools available to managers to maintain a team-building environment with a significant number of employees teleworking
M Thalia Melendez Dir of Audit Svcs NY State Educ Dept
AGA PDT 2018 | ORLANDO 33
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W106 Data All Around Us mdash CFOrsquos Move to a New NormalCRYSTAL M-Q | FOS IT
Advanced data analytics have turned data into powerful insights to manage programs and enhance the citizen experience as never before This session will explore how the availability of data is changing the role of the CFO
M Jorge Asef-Sargent Partner KPMG LLP
W107 How Emerging Technologies Will Transform Payments and CollectionsCRYSTAL K-L | FOS IT
Payments and collections are fertile ground for emerging technologies Artificial intelligence robotics Blockchain big data and the continued digitization of commerce will continue to transform payments and collections Panelists will share their futurist views of the payments and collections landscape
M Joe Hussey Managing Dir JP Morgan Treasury Services
W108 Cloud Enterprise Reporting mdash The FIRST FrontierCRYSTAL C-F | FOS IT
This session will explore cloud enterprise reporting Attendees will learn how to utilize the cloud to streamline external reporting by ingestion data centrally and then maximizing the utility of data to enhance integrity and inform management decisions
M Demek Adams Principal Grant Thornton LLP
W109 Annual Womenrsquos Forum Leading in Life and CareerCRYSTAL H | FOS PD
Empowered women are a cornerstone of effective government and a more competitive federal state and local workforce of the future Join this powerful annual convening of women leaders in accounting finance and technology as they discuss their journey and careers with high-impact and meaning
M Tracey Walker Natrsquol Dir Govt Affairs Culture Diversity and Inclusion RSM US LLP
W110 Federal Financial Standards Will We Get ThereGRAND 12-14 | FOS ACCG
Department of the Treasuryrsquos Office of Financial Innovation and Transformation (FIT) is defining federal financial standard references to promote innovation a common knowledge base and processes to improve interoperability of federal systems Join this session for an update on FITrsquos work and the expected benefits of this initiative
M Marshall Henry FM Program Manager Treasury Fiscal Service
1145 am ndash 1245 pm
National Awards LuncheonCYPRESS BALLROOM
1 ndash 2 pm
Financial Management Standards Board MeetingWASHINGTON
34 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1 ndash 215 pm
W111 Conducting Effective Assessments of Internal ControlsCRYSTAL K-L | FOS ACCG
This session will introduce participants to key concepts issues and standards necessary to design and implement policies to achieve the organizationrsquos objectives
M Sefton Boyars ConsultantTrainer Sefton Boyars CGFM CPA
W112 New Fraud Fighters Cryptocurrencies Blockchain and Secure TransactionsCRYSTAL C-F | FOS AUD
Government is inherently a transactional business From deeds to disbursements the quantity of documents governments maintain on paper and digital image continues to grow Criminals are abusing the current processes to commit fraud at an increasing rate Learn how you can use Blockchain to disrupt and combat fraud
M Jay Schulman Principal RSM US LLP
W113 Data Visualization mdash Using Geographic Information Systems as an Audit ToolGRAND 9-11 | FOS AUDG
Geographic Information Systems (GIS) are increasingly being utilized as a tool to present audit information Learn from experts on how recipients of government services using GIS provides a wealth of audit opportunities
M Gwendolyn Sewell Chief Mission Compliance and Audit ReadinessAccounting Air Force
W114 Finance 2020 Embracing the Changes to ComeCRYSTAL A-B | FOS MGMT
What is the role of CFOs and senior finance staff in this rapidly changing digital world This session will explore the evolution in the field from an expense control spreadsheet-driven and retrospective reporting center into a predictive analytics powerhouse
M Scott Quehl Sr Principal Accenture Federal Services
W115 Quality Management ConfrontationGRAND 12-14 | FOS MGMT
How do you optimize resources and maximize efficiency Join our panel of experts as they discuss various topics in performance management and answer questions such as ldquoHow is quality management implemented throughout an organizationrdquo and ldquoHow do you view and plan around resource allocationrdquo
M Wayne Ference Partner Castro amp Company LLC
W116 Enterprise Risk Management Stories from the Front LinesCRYSTAL H | FOS MGMT
For the past two years agencies have been working to implement the changes made to OMB A-123 This session will feature feedback from agency risk officers on whether ERM is living up to expectations
M Tom Carroll CFO AOC
AGA PDT 2018 | ORLANDO 35
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W117 Leadership Keys to SuccessCRYSTAL M-Q | FOS PD
Gain perspective from a senior leader in government about how you can make a difference in your organization This entertaining session will cover how to develop people build trust cultivate relationships and communicate more effectively Leadership is possible at any level of government
M Mary Peterman Dep Chief Finance and Procurement AOUSC
W118 Building an Optimal Analytics-Driven Program Integrity OfficeCANARY 1-2 | FOS MGMT
With the passage of the Fraud Reduction and DATA Act agencies are under increased pressure to have effective program integrity offices that leverage data analytics and focus on outcomes Hear best practices found from a comprehensive pilot project conducted at the VA
M Linda Miller Dir Grant Thornton LLP
W119 Competencies The Thread that BindsCANARY 3-4 | FOS HR
DoD like other agencies is required by law to develop functional competencies to use in strategic workforce planning The DoD FM community developed 24 enterprise-wide FM competencies Learn how these competencies serve as the thread which binds the FM workforce development portfolio into a coherent strategic plan which guides career development
M Jansen Sauvageau SVP PNC Bank
230 ndash 3 pm
AGA National President Gavel ExchangeCYPRESS BALLROOM
3 ndash 4 pm
W120 Closing Plenary Session Shift Your Brilliance Leading Amidst UncertaintyCYPRESS BALLROOM | FOS PD
This session will teach participants how to solve problems get out of the past and think like a leader of the future You will develop an enhanced sense of perspective understand where you shine and learn how to lead without a title to create effective change
Simon Bailey Author amp Inspirational Coach
M John Lynskey AGA 2018ndash2019 National President
6 ndash 11 pm
Presidentrsquos Appreciation ReceptionROYALSABALSAGO
Join us as we celebrate and thank 2017ndash2018 AGA National President Jim Arnette for his service and contributions to AGA and the financial management community
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
36 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
AGA PDT 2018 | ORLANDO 37
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
Please join us in thanking our sponsors for their generous support of AGArsquos 2018 Professional Development Training
PLATINUM SPONSORS
Accenture Federal ServicesVIRTUAL EXPERIENCE
Rowan MirandaManaging Dir CFO Advisory Practice Leadrowanamirandaaccenturefederalcomwwwaccenturefederalcom
Accenture Federal Services a wholly owned subsidiary of Accenture LLP is a US company with offices in Arlington Va Accenturersquos federal business has served every cabinet-level department and 30 of the largest federal organizations Accenture Federal Services transforms bold ideas into breakthrough outcomes for clients at defense intelligence public safety civilian and military health organizations
Grant Thornton LLPTOTE BAGS
Robert SheaPrincipal Global Public Sectorrobertsheausgtcomwwwgranthorntoncompublicsector
Grant Thornton LLP the US member firm of Grant Thornton International is one of six global accounting tax and business advisory organizations Our Global Public Sector based in Alexandria Va is a management consulting business providing responsive and innovative financial performance management and systems solutions to governments and international organizations
GOLD SPONSORS
CGIDIGITAL EXECUTIVE SESSION
Kevin GreerVP Mgmt Consulting KevinGreercgifederalcomwwwcgifederalcomusfederal
A global leader in IT business process and professional services CGI partners with federal agencies to provide end-to-end solutions for defense civilian and intelligence missions Since 1976 we have delivered quality services to help clients achieve results at every stage of the program product and business lifecycle
38 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CliftonLarsonAllenBADGE HOLDERS
Doreen ShuteManaging Principal Fed Govt SvcsDoreenShuteCLAconnectcomwwwCLAconnectcom
CLA is a professional services firm delivering integrated advisory outsourcing and public accounting capabilities to help clients succeed professionally and personally Our practice group members are recognized industry experts and established leaders in the government community We focus on active engagement in the industry a sentiment beyond meeting requirements and standards
DeloitteWATER BOTTLESHYDRATION STATIONS
Colin Duncan Managing Dircoduncandeloittecom wwwdeloittecomusfederal
Deloittersquos Government and Public Services practice consists of more than 12000 professionals across the country serving federal state and local government and higher education clients across consulting and advisory functions bring fresh perspective mdash from inside and outside government mdash to help solve our nationrsquos biggest challenges We bring insights from our client experience and research to drive bold and lasting results People Ideas Technology and Outcomes mdash all Designed for Impact
EYAGA EXECUTIVE SESSION
Bill ColbertPartner PI Financebillcolberteycomwwweycomgovpublicsector
The Government and Public Sector practice of Ernst amp Young LLP provides a full range of consulting and audit services leveraging our experience with both government and commercial clients We deliver real change and measurable results through our diverse high-performing teams operational know-how from across our global organization and bold ideas tailored to each clientrsquos unique mission
AGA PDT 2018 | ORLANDO 39
GOLD SPONSORS (continued)
GuidehouseMONDAY LUNCHEON
Christina VanecekMarketing Mgrcvanecekguidehousecomwwwguidehousecom
Guidehouse formerly PwC Public Sector provides management technology and risk consulting to clients around the world through more than 1600 professionals in 20 locations Now as Guidehouse we offer the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected
Kearney amp CompanyPHOTO BOOTH
Erika SteiningerPartneresteiningerkearneycocomwwwkearneycocom
Kearney amp Company a CPA and consulting firm exclusively serving the Federal Government takes pride in its ability to assist agencies in meeting business objectives and complying with complex requirements Practice areas include Financial Reporting and Accounting Support Internal ControlsA-123 Financial Services Financial Healthcare Services Advisory Services and Program Management
KPMG LLPHOST COMMITTEE SHIRTS MONDAY BREAKFAST
Diane DudleyPartner-in-Charge Fed Auditddudleykpmgcomwwwkpmgcom
For more than 100 years KPMG LLP has assisted the government in the civilian defense and intelligence sectors Today we help these organizations adapt to new environments by working with them to transform business models leverage data protect information assets and provide assurance services while focusing on their mission
40 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
CPAG Small Business CommitteeTUESDAY LUNCHEON
Dedicated members of AGArsquos Small Business Committee are proud to sponsor the 2018 PDT Tuesday Awards Luncheon Thank you to 2nd Wave Castro amp Co Immersion RMA Associates TFC Consulting Trilogy Federal and Watkins Government Services
Get Inspired During PDTthen submit your best practices to the Journal of Government Financial Management by Sept 1 2018
Learn more and view the 2018ndash2019 editorial calendar at wwwagacgfmorgjournal
SILVER SPONSORS
JP MorganTUESDAY BREAKFAST
Denise PetittaExec DirDenisePetittajpmorgancomwwwjpmorgancom
JP Morgan is a premier corporate and investment bank with a full suite of global financial services and capabilities Our clients include the worldrsquos most important corporations governments financial institutions pensions sovereign wealth organizations states and municipalities we offer strategic advice and deliver banking services in more than 100 countries
AGA PDT 2018 | ORLANDO 41
SILVER SPONSORS (continued)
RSM US LLPPDT APP amp WIFI
Mary GoldsmithFed Bus Dev Dirmarygoldsmithrsmuscomwwwrsmuscom
RSM US LLP provides risk financial and technology management consulting services to the public sector We are an inclusive enterprise and support AGA CPAG and Womenrsquos forum We help federal state and local entities improve performance through a comprehensive understanding of their business models internal processes objectives and daily realities
BRASS SPONSORS
Automation AnywhereSTANDING SIGN
Sharon OrsquoNeillHead of Americas Field Marketingsharononeillautomationanywherecom wwwautomationanywherecom
Automation Anywhere is the global leader in enterprise-grade comprehensive Robotic Process Automation software including Cognitive and real-time analytics Over 1000 of the worldrsquos largest brands use our platform to create and manage their Digital Workforce and scale their business processes faster with near-zero error rates while dramatically reducing operational costs
Crowe LLPTUESDAY AM COFFEE BREAK
Bert NeuhringRisk Consulting Partnerbertnuehringcrowecomwwwcrowecom
Crowe LLP is a public accounting consulting and technology firm with offices around the world Crowe uses its deep industry expertise to provide audit services to public and private entities The firm and its subsidiaries also help clients make smart decisions that lead to lasting value with its tax advisory risk and performance services
42 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
BRASS SPONSORS (continued)
MastercardMONDAY AFTERNOON COFFEE BREAK
MariBeth McCarthyVP Bus Leadermaribeth_mccarthymastercardcomwwwmastercardcom
Mastercard (NYSE MA) is a technology company in the global payments industry We operate the worldrsquos fastest payments-processing network connecting consumers financial institutions merchants governments and businesses in more than 210 countries and territories Mastercardrsquos products and solutions make everyday commerce activities easier more secure and more efficient for everyone
PNC BankDIRECTIONAL SIGNAGE
Lauren GradwellAccount MgrLaurengradwellpnccomwwwpnccomideas
PNC is one of the nationrsquos largest financial services organizations providing retail and business banking residential mortgage banking specialized services for corporations and government entities including corporate banking treasury management real estate finance asset-based lending wealth management and asset management We are focused on delivering ideas insight and solutions to our clients to help them maximize the value of their business
Williams AdleyMONDAY MORNING COFFEE BREAK
Melinda BuckBus Dev Leadmbuckwilliamsadleycomwwwwilliamsadleycom
Williams Adley is one of the countryrsquos premier certified public accounting and management consulting firms Our diverse knowledge backgrounds and subject-matter expertise help a wide variety of government agencies and businesses achieve their financial program and information technology goals
AGA PDT 2018 | ORLANDO 43
MEDIA SPONSORS
Government Matters
John Meyer Managing DirjmeyerGovMatterstv wwwGovMatterstv
Government Matters is a television news program dedicated to providing non-partisan information and analysis to federal managers contractors and those supporting the federal marketplace The program airs weeknights in Washington DC on NewsChannel 8 Sunday Mornings on ABC 7 and worldwide on the American Forces Network (AFN)
GOVERNING
Meg Keller Dir of Marketingmkellergoverningcomwwwgoverningcom
For 25 years GOVERNING has been the only publication dedicated to providing the information insight and inspiration state and local leaders need to govern effectively Subscriptions for most state and local government professionals are free as is attendance at most GOVERNING events
Route Fifty
Hilery Sirpis Publisherhsirpisgovexeccomwwwroutefiftycom
Route Fifty a new digital publication and events brand from Atlantic Mediarsquos Government Executive Media Group connects leaders and ideas advancing state and local governments with news insight and resources It facilitates sharing of best practices and ideas among those creating government programs policies and institutions for the 21st century
44 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Play AGArsquos Exhibitor Hunt and win big prizes
including FREE registration to an
upcoming AGA training event
View CPEs Earned
Visit httpsessions ats-leads comagapdt2018 and enter your badge number to view CPEs earned during PDT
Note Only CPEs earned from previous day(s) can be viewed
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VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
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MAIN
VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
MAINENTRANCE
Stop by PDT 2019 Booth 102
Relax RechargeGet a free massage
46 AGACGFM | PDT18
Exhibit Hall Floor Plan
Exhibitors by Booth Number
Company Name Booth
Infor 100 Bureau of the Fiscal Service 101Audimation Services 104American Society of Military Comptrollers 106Kearney Photo Booth 107Graduate School 108 Sehlke Consulting LLC 200Guidehouse 201Kforce Government Solutions Inc 202mLINQS LLC 203RSM US LLP 207GrantSolutions 209ACL Services Ltd 300Williams Adley 301CohnReznick Government 302AOC Solutions 303CGI Federal 306Virtual Experience with Accenture 307Savantage Solutions 308TeraThink Corporation 400Lynch Consultants LLC 401Interior Business Center 402GEHA 403
Company Name Booth
IFAS LLC 407TFC Consulting Inc 409Grant Thornton LLP 500RMA Associates LLC 501Castro amp Company LLC 503KPMG LLP 506AGA Community Service amp Silent Auction 507Kearney amp Company 600EY 601AGA 607J P Morgan 701FI Consulting 703CliftonLarsonAllen LLP 706MorganFranklin Consulting 707Becker Professional Education 709Management Concepts 800Qlik Tech Inc 801U S Army Financial Management Command 802The MIL Corporation 805Immersion Consulting 806Automation Anywhere 809
ACL Services LtdBOOTH 300wwwaclcom
ACL is a global software company with innovative solutions for public sector professionals to keep processes in check and provide higher levels of assurance through team-based analytic approaches ACLrsquos platform has helped over 250 government offices globally to bolster compliance manage risks and assure effective governance Learn more at our booth and wwwaclcom
AGABOOTH 607wwwagacgfmorg
AGA is the member organization for government financial management professionals We lead and encourage change that benefits our field and all citizens Our networking events professional certification publications and ongoing education help members build skills and advance their careers Learn about our thought-leadership library online tools CGFM designation and more
AGA PDT 2018 | ORLANDO 47
Exhibitor Appreciation AGA Corporate Partner
AGA Community Service amp Silent AuctionBOOTH 507
Buy tickets and bid for great prizes in our silent auction including gift certificates gift baskets sports memorabilia vacations and more Proceeds support AGArsquos National Community Service Fund the American Cancer Society the American Heart Association the Humane Society and Habitat for Humanity Winners posted daily present the winning ticket to claim your prize
AGA New Orleans ChapterBACK OF EXHIBIT HALLwwwagacgfmorgneworleans
Stop by our booth to learn more about New Orleans and plan your trip to PDT 2019 scheduled for July 21ndash24 2019 You might win a free PDT 2019 registration
American Society of Military Comptrollers BOOTH 106wwwasmconlineorg
ASMC is the non-profit educational and professional organization for persons military and civilian in the overall field of military comptrollership ASMC promotes the education and training of its members and supports the development and advancement of the military comptrollership profession The society provides professional programs to keep members abreast of current issues and encour-ages the exchange of information techniques and approaches
AOC SolutionsBOOTH 303wwwaocfederalsolutionscom
AOC Solutions Inc is a Service-Disabled Veteran-Owned Business providing financial management federal accounting audit readiness support and technology services AOC thought leaders are dedicated to helping agencies identify better ways to analyze accounting and financial data for cost reduction and increased efficiency
Audimation ServicesBOOTH 104wwwaudimationcom
Audimation Services Inc is the US distributor of CaseWare IDEAreg a powerful user-friendly data analytics software tool designed to help profes-sionals extend auditing capabilities detect fraud and meet documentation standards We specialize in helping organizations streamline audits simplify data acquisition and improve business processes
Automation Anywhere BOOTH 809
See write-up on page 42
Becker Professional EducationBOOTH 709wwwbeckercom
Do you need CPE for CGFMreg CPA or the new DoD FM Certification Come ask about our Government Family Offer Nearly half a million professionals have advanced their careers through our CPE programs including CPA Exam Review PMPreg Exam Review Cybersecurity Six Sigma and more And be sure to check out our new program for Certified Anti-Money Laundering Specialists (CAMS)
Bureau of the Fiscal ServiceBOOTH 101wwwfiscaltreasurygov
The Bureau of the Fiscal Service serves as a catalyst for transforming the way the federal government manages finances and delivers shared services Our passion is improving financial management and shared service delivery through efficient and effective operations and through guidance and assistance to others
48 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Castro amp Company LLCBOOTH 503www castroco com
Headquartered in Washington DC Castro amp Company is an audit advisory and accounting services CPA firm with a strong federal customer focus We are a Minority-Owned Small Business offering the personalized services of a small firm with the full resources and quality expected from a larger CPA firm
CGI FederalBOOTH 306
See write-up on page 38
CliftonLarsonAllen LLPBOOTH 706
See write-up on page 39
CohnReznick GovernmentBOOTH 302www cohnreznick com
CohnReznick Government provides audit accounting and financial management compliance risk and integrity monitoring program and project management and disaster response and recovery Our comprehensive project management approach provides clients with reliable processes and delivers accounting insights to help government organizations improve communication administer fiscal and operational strategies and meet compliance requirements
EYBOOTH 601
See write-up on page 39
FI ConsultingBOOTH 703www ficonsulting com
FI Consulting develops effective practical solutions to help federal agencies achieve their missions while operating efficiently managing risk and adapting to a changing policy environment We apply our core strengths in Data Analytics Modeling and Technology to gain program performance insight manage risk improve operations and better deliver mission
GEHABOOTH 403www geha com
GEHA provides medical and dental plans through the FEHB and FEDVIP programs for more than 18 million federal employees retirees and their families GEHA members receive year-round vision and hearing benefits plus other discounts For more information please stop by our booth or visit gehacom and gehadentalcom
Graduate SchoolBOOTH 108www graduateschool edu
Graduate School USA provides a wide range of learning opportunities in formats accessible to adult learners everywhere through training continuing education courses executive and leadership development and credit offerings For professionals in the government auditing and financial management community we offer a comprehensive curriculum taught by leading practitioners
Grant Thornton LLPBOOTH 500
See write-up on page 38
AGA PDT 2018 | ORLANDO 49
GrantSolutionsBOOTH 209www grantsolutions gov
GrantSolutions supports Federal agencies throughout the grants lifecycle mdash from pre-award planning through application award and closeout Our service finds solutions for shared mission needs across agencies while incorporating unique business and regulatory processes for grant programs GrantSolutions is an OMB-selected grants business leader providing end-to-end innovative grants management services dedicated to advancing the mission of Federal agencies
GuidehouseBOOTH 201
See write-up on page 40
IFAS LLCBOOTH 407www ifas-llc com
IFAS is an 8(a) Service-Disabled Veteran-Owned Small Business Woman-Owned Small Disadvan-taged Business providing Program Management Business and Finance Operations Integrated Logistics and IT Support Services to meet specific needs of our clients We provide geographically dispersed support available when and where you need us
Immersion ConsultingBOOTH 806www immersioninc com
Immersion Consulting a Service-Disabled Veteran-Owned Small Business headquartered in Annapolis Md provides business management and technology consulting to government nonprofit and commercial clients Founded in 2004 we specialize in program management financial management technology services and training Our mission provide clients with actionable business solutions that yield sustainable results
InforBOOTH 100www infor com
Infor Public Sector solutions streamline financial management across multiple systems With more than 25 years of public sector experience Infor helps you meet organization demands including budget and audit readiness performance management and financial control with flexible solution deployment options to help you operate more quickly and efficiently
Interior Business CenterBOOTH 402www doi govibc
The Interior Business Center one of several OMB-approved interagency shared-service providers offers acquisition financial manage-ment and HR under a fee-for-service full cost recovery business model By assisting multiple federal organizations IBC can leverage resources to share economies and efficiencies with external customers and our parent agency the US Department of the Interior
JP MorganBOOTH 701
See write-up on page 41
Kearney amp CompanyBOOTH 600
See write-up on page 40
Kforce Governnment Solutions IncBOOTH 202www kforcegov com
Kforce Government Solutions Inc (KGS) provides management and technology solutions to Federal Government and State and local agencies We deliver customized solutions across financial management organizational transformation and IT to solve our clientsrsquo most complex mission and business challenges KGS also offers the innovative TraumaFXreg line of medical training manikins
50 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
KPMG LLPBOOTH 506
See write-up on page 40
Lynch Consultants LLCBOOTH 401www lynchconsultants com
Lynch Consultants provides strategic financial and program advisory and assistance services to the federal government We partner with clients to deliver project management services financial and business support and strategic policy solutions for complex government programs Clients include numerous federal departments including DoD Navy Army VA HHS and HUD
Management ConceptsBOOTH 800www managementconcepts com
Management Concepts is a leading provider of professional development performance improve-ment and talent management solutions for the public sector Since 1973 we have collaborated with the federal government state and local offices non-profit organizations universities and corporations to enhance the performance of teams and organizations Follow us on Twitter Mgmt_Concepts
The MIL CorporationBOOTH 805www milcorp com
The MIL Corporation has grown steadily for 36 years and remains dedicated to excellence service and support across our four major service areas financial management and systems support information technology cyber security and systems and C4 engineering For more information please visit us at wwwmilcorpcom or on Facebook at httptinyurlcomFacebookMIL
mLINQS LLCBOOTH 203www mLINQS net
mLINQS a Service-Disabled Veteran-Owned Small Business founded in 2003 provides the govern-mentrsquos leading employee relocation management system and E-Gov travel (ETS2) consulting services Since 2004 mLINQS relocation system has automated relocations and tracked expenses for more than 30 agencies
MorganFranklin ConsultingBOOTH 707www morganfranklin com
MorganFranklin Consulting headquartered in McLean Va provides business consulting and technology solutions to public companies fast-growing private companies and US govern-ment agencies Third-party customer satisfaction surveys highlight the companyrsquos reputation for being hands-on flexible and skilled at bringing diverse groups together to complete projects on time and within budget
Qlik Tech IncBOOTH 801www qlik com
Qlikreg is the leading data analytics platform and the pioneer of user-driven business intelligence Its portfolio of cloud-based and on-premise solutions meets customersrsquo growing needs from reporting and self-service visual analysis to guided embedded and custom analytics regardless of where data is located
RMA Associates LLCBOOTH 501www rmafed com
RMA an SBA Certified 8(a) Small Business located in the Washington DC metropolitan area specializes in audit consulting and advisory
AGA PDT 2018 | ORLANDO 51
RSM US LLPBOOTH 207
See write-up on page 42
Savantage SolutionsBOOTH 308www savantage net
Savantage Solutions a CMMIreg Level 3 Rated and ISO 90012008 certified company is a leading provider of software development business consulting and program management support services One of only five vendors of financial management systems certified for federal use Savantage takes pride in its service excellence
Sehlke Consulting LLCBOOTH 200www sehlkeconsulting com
Founded in 2011 Sehlke Consulting is a Service-Disabled Veteran-Owned Small Business and Historically Underutilized Business Zone (HUBZone) firm based in Arlington Va We provide comprehensive leading solutions in Financial Management Acquisition Management Logistics and Supply Chain Management and National Security amp Defense Programs
TeraThink CorporationBOOTH 400www terathink com
TeraThink takes pride in the outstanding reputation we have earned over the past 15 years for delivering superior results to federal customers With expertise in agile development enterprise application technologies financial services and cloud solutions our delivery platform brings exceptional scale and value to support customersrsquo transformation business automation and mission-related goals Visit our booth and wwwTeraThinkcom for more information
TFC Consulting IncBOOTH 409www tfcci net
A licensed CPA firm Small Disadvantaged Business and ISO 9001_2015-certified enterprise TFC is the trusted partner of federal agencies facing complex financial management challenges Now celebrating 15 years of success and excellence in assisting clients TFC develops and implements comprehensive solutions to improve financial management environments and achieve operational efficiency
US Army Financial Management CommandBOOTH 802www facebook comUSAFMCOM
US Army Financial Management Command is responsible for the delivery of Army-wide Financial Management (FM) functions including Enterprise Resource Planning systems support audit and compliance support financial operations support and ERP business process standardization support and for providing operational oversight of Army field FM activities
Williams AdleyBOOTH 301
See write-up on page 43
Note The contents of this exhibitor list were compiled from information supplied by exhibitors While every effort has been made to ensure contents are correct AGA is unable to accept liability for errors or omissions or for any claims made by exhibitors
52 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AGA PDT 2018 | ORLANDO 53
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AIG Assistant Inspector GeneralAssoc AssociateAsst AssistantBus BusinessCEO Chief Executive OfficerCFO Chief Financial OfficerCIO Chief Information OfficerCo CountyComm CommitteeCOO Chief Operating OfficerCPAG Corporate Partner Advisory GroupDep DeputyDept DepartmentDev DevelopmentDir DirectorDiv DivisionEduc EducationERM Enterprise Risk ManagementExec ExecutiveFed FederalFM Financial ManagementGM General Manager Govt Government
Fields of Study See page 4 for list of Fields of Study
AOC Architect of the CapitolAOUSC Administrative Office of the
US CourtsCommerce US Department of CommerceDHHS US Department of Health
and Human ServicesDHS US Department of
Homeland SecurityDLA Defense Logistics AgencyDoD US Department of DefenseDoE US Department of EnergyDOI US Department of the InteriorDOJ US Department of JusticeDoS US Department of StateFASAB Federal Accounting Standards
Advisory BoardFiscal Service Bureau of the Fiscal ServiceFIT Office of Financial Innovation
and TransformationFMSB Financial Management Standards
BoardFTA Federal Transit Administration
HR Human ResourcesIG Inspector GeneralIT Information TechnologyMgmt ManagementMgr ManagerNatrsquol NationalOfc OfficePNP AGA Past National
PresidentPNT AGA Past National
TreasurerRPA Robotic Process
AutomationRVP Regional Vice PresidentSecrsquoy SecretarySME Subject Matter Expert Sr SeniorSvc ServiceSVP Senior Vice PresidentTech TechnicalUniv UniversityVP Vice President
GAO Government Accountability OfficeGASB Government Accounting Standards
BoardGSA US General Services
AdministrationHUD US Department of Housing
and Urban DevelopmentIRS Internal Revenue ServiceNASA National Aeronautics and Space
AdministrationNSF National Science FoundationOCFO Office of the Chief Financial OfficerOIG Office of Inspector GeneralOMB Office of Management and BudgetSBA Small Business AdministrationTreasury US Department of the TreasuryUSAID US Agency for International
DevelopmentUSDA US Department of AgricultureUSPTO US Patent and Trademark OfficeVA US Department of
Veteran Affairs
54 AGACGFM | PDT18
Glossary
MAIN CONVENTION CENTERSINGLE-LEVEL
REGISTRATION
CYBER LOUNGE
EX
HIB
IT H
ALL
PLENARY S
ESSIO
NS
AGA PDT 2018 | ORLANDO 55
Convention Center Floor Plans
圀䔀 䰀䤀匀吀䔀一 簀 圀䔀 䤀一一伀嘀䄀吀䔀 簀 圀䔀 䐀䔀䰀䤀嘀䔀刀
吀愀猀栀甀 吀爀椀瘀攀搀椀Ⰰ 倀爀攀猀椀搀攀渀琀䌀䔀伀 㜀㤀㐀 漀爀 琀琀爀椀瘀攀搀椀䀀琀昀挀挀椀渀攀琀
嘀椀猀椀琀 漀甀爀 眀攀戀猀椀琀攀 愀琀 眀眀眀琀昀挀挀椀渀攀琀
䘀漀爀 洀漀爀攀 椀渀昀漀爀洀愀琀椀漀渀 挀漀渀琀愀挀琀 吀䘀䌀
椀猀 琀栀攀 琀爀甀猀琀攀搀 瀀愀爀琀渀攀爀 昀漀爀 昀攀搀攀爀愀氀 愀最攀渀挀椀攀猀 琀栀愀琀愀爀攀 昀愀挀椀渀最 挀漀洀瀀氀攀砀 ǻ渀愀渀挀椀愀氀 洀愀渀愀最攀洀攀渀琀 挀栀愀氀氀攀渀最攀猀
吀䘀䌀 䌀漀渀猀甀氀琀椀渀最 䤀渀挀
뜀뜀
뜀뜀뜀뜀
䔀渀琀攀爀瀀爀椀猀攀 刀椀猀欀 䤀渀琀攀爀渀愀氀䌀漀渀琀爀漀氀猀 䄀搀瘀椀猀漀爀礀䤀洀瀀爀漀瀀攀爀 倀愀礀洀攀渀琀猀䴀攀愀猀甀爀攀洀攀渀琀 刀攀洀攀搀椀愀琀椀漀渀䘀椀渀愀渀挀椀愀氀 刀攀瀀漀爀琀椀渀最 䄀䄀挀挀漀甀渀琀椀渀最 伀瀀攀爀愀琀椀漀渀猀䘀椀渀愀渀挀椀愀氀 匀琀愀琀攀洀攀渀琀 䌀漀洀瀀氀椀愀渀挀攀 䄀甀搀椀琀䐀愀琀愀 䄀渀愀氀礀琀椀挀猀 伀瀀琀椀洀椀稀愀琀椀漀渀䤀吀 匀攀挀甀爀椀琀礀 刀攀瘀椀攀眀 䄀猀猀攀猀猀洀攀渀琀
伀甀爀 瘀愀氀甀攀ⴀ愀搀搀攀搀 猀攀爀瘀椀挀攀猀㨀
圀栀愀琀猀 礀漀甀爀 渀攀砀琀 洀漀瘀攀㼀
䴀愀渀礀 瀀愀琀栀猀Ⰰ 漀渀攀 挀漀爀爀攀挀琀 爀漀甀琀攀 䘀漀氀氀漀眀 吀䘀䌀 愀氀漀渀最 琀栀攀 爀漀甀琀攀 琀漀 猀甀挀挀攀猀猀 䘀椀爀猀琀 琀栀愀琀 挀漀爀爀攀挀琀氀礀
挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀
M113 Lessons Learned from Real-life FraudsCRYSTAL C-F | FOS AUDG
This session will feature presentations of frauds committed by state and local governments Panelists will also discuss how the perpetrators circumvented controls or took advantage of the absence of controls
M Maribeth McCarthy Dir Bus Dev Mastercard
M114 Conducting Audits in Challenging EnvironmentsCRYSTAL K-L | FOS AUDG
Conducting audits in unique environments presents challenges Whether itrsquos in a remote village on the other side of the world in the middle of a disaster or at an unexpected location here at home mdash this session highlights some of these challenges and discusses strategies for overcoming them
M Sal Ercolano Sr Advisor Williams Adley
Follow us guidehouse_us linkedincomcompanyguidehouse-us
Introducing Guidehouse formerly PwC Public Sector oering the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected We invite you to learn more at guidehousecom
copy 2018 Guidehouse
Hi wersquore (not so) new here
AGA PDT 2018 | ORLANDO 17
Monday mdash AgendaGlossary on page 54Check PDT app for speakers
M115 DATA Act Opportunities to Become More Data-DrivenGRAND 12-14 | FOS FIN
Hear about steps Treasury and other federal agencies have taken to improve the quality of the data published on USAspendinggov and explore opportunities for federal state and local governments to use the data to improve performance and outcomes
M Aileen Burgman Sr Policy Analyst Treasury
M116 ldquoKnock Knock rdquo ldquoWhorsquos ThererdquoCRYSTAL H | FOS IT
New innovations in cognitive technology and authentication give government officials a better understanding of who is ldquoknockingrdquo at the door Through cognitive technology digital identity will not only allow government to more effectively and efficiently police access but it will enable citizens to safely electronically engage with government This session will explore digital identity and the new role it can serve as it moves from policing to enabling access
M Tony Hubbard Principal KPMG
M117 Governmentrsquos Blockchain Journey mdash Lessons LearnedCANARY 1-2 | FOS IT
Blockchain has potential to bring security efficiency and speed to a range of services and processes How should agencies look to incorporate Blockchain into the way they function today Panelists will share successes pain points and lessons learned from standing up solutions from Blockchain technology
M Christina Canavan Dir Deloitte
M118 CFO and CIOs 2018 Models for Synergy and SuccessCANARY 3-4 | FOS MGMT
CFO and CIO experts discuss the intersection of policies and management issues that impact them The session will also discuss how these leaders can work together to improve efficiency and transparency reduce risk and strengthen the workforce offering models for success
M Daniel Meers Natrsquol Leader Transformation RSM LLP
M119 The Art of Tinkering Tiny Ways to Transform EverythingCRYSTAL M-Q | FOS PD
Drive innovation achieve new levels of happiness and uncover hidden opportunities by learning the art of tinkering In times of uncertainty and change the small things really do make the biggest difference
M Lisa Casias Dep Asst Secrsquoy for Administration Commerce
320 ndash 4 pm
Coffee Break with ExhibitorsROYALSABALSAGO
More than one concurrent session you want to attend
Donrsquot forget recorded sessions will be archived and available for one year
18 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
4 ndash 515 pm
M120 Audit Tips for Federal Disaster Response EffortsCANARY 3-4 | FOS AUDG
Hear about lessons learned and advice for auditing federal disasters The panel will discuss prior audit findings recom-mendations and tips from previous audits Attendees will also learn insights from Emergency Management Oversight Teams
M Steve Rickrode Dep Asst IG for Audit USDAndashOIG
M121 Financial Audits or Performance AuditsCANARY 1-2 | FOS AUDG
Financial audits have been the backbone of audit shops in state and local government Recently though some of these organi-zations have redirected their efforts into performance audits to give legislators more information on how agencies are meeting their missions This session will explore the differences and similarities between these two audit models and which one could best serve your organization
M Gerry Boaz Tech Mgr TN Div of State Audit
M122 March of the Robots mdash Join the ParadeCRYSTAL H | FOS IT
Software robots or ldquobotsrdquo operate like humans and our understanding of them continue to rapidly evolve During this session the panel will explore experiences of three organizations now implementing intelligent automation solutions
M Kirke Everson Managing Dir KPMG
M123 Moving Federal Financials to the Cloud Two Case StudiesROOM CRYSTAL K-L | FOS IT
Remaining status quo when it comes to financial management systems can cost your agency time and money Join this session to hear from agencies who have eliminated barriers towards growth and moved their agencyrsquos financial management systems to a secure compliant agile and forward-thinking model
M John Nemoto VP Hybrid IT CGI Federal
M124 Swamped and Overwhelmed How to Cope with Data Overload CRYSTAL A-B | FOS MGMT
Agencies have amassed large volumes of data about business operations services and customers Few agencies though have fully tapped this resource to measure and improve performance This panel describes how data can better support federal agency performance management efforts
M Kris Naleszkiewicz Sr MgrndashFinance Analytics Lead Accenture Federal Services
M125 Leadership Gold NuggetsCRYSTAL M-Q | FOS PD
Participants will learn ldquogold nuggetsrdquo of leadership wisdom accumulated during decades of studying practicing and teaching leadership This session will include a panel discussion of these leadership fundamentals and their application in a variety of professional accountability careers
M Paul Barrett Professor Longwood Univ
AGA PDT 2018 | ORLANDO 19
Monday mdash AgendaGlossary on page 54Check PDT app for speakers
M126 What Caused My Risk GRAND 12-14 | FOS STAT
Root cause analysis is often a forgotten element of resolving issues because the focus tends to be more on correcting the issue than evaluating the cause This session will feature this proactive approach to problem resolution to help prevent issues from happening in the future
M Kenneth Donohue Former HUD IG
M127 Ethics in the WorkplaceCRYSTAL C-F | FOS BETH
This session will cover the components of ethical behavior as well as the need to maintain an ethical environment in the workplace Participants will learn tips and techniques to create and maintain an environment that is ethical and conducive to the mission of the organization
M Marsi Woody Financial Exec Officer Idaho State Police
M128 Citizen-Centric Reporting mdash Turning Data Into InformationGRAND 9-11 | FOS ACCG
Hear how AGArsquos Citizen-Centric Reporting (CCR) can be used as an electronic portal to an agency See examples of how agencies have taken enormous amounts of data found on government websites and turned it into pages of focused and easy to read information for the consumer and citizen
M John Lynskey Controller NSF
515 ndash 630 pm
Monday Event with ExhibitorsROYALSABALSAGO
20 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
Health and Dental benefits designed exclusively for federal employees retirees and their families
We stand by you
gehahealth
gehacom
8008216136
OR-ADS-0318-004
Health and Dental benefits designed exclusively for federal employees retirees and their families
We stand by you
gehahealth
gehacom
8008216136
OR-ADS-0318-004
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
See description on page 14
630 am ndash 4 pm
Registration Open
7 ndash 8 am
Continental Breakfast with ExhibitorsROYALSABALSAGO
8 ndash 915 am
T100 Plenary Session Leading from Any SeatCYPRESS BALLROOM | FOS PD
With real-world stories and insights from in and out of the cockpit Shannon Huffman Polson offers tangible leadership lessons for you to seek out your own targets and incorporate them into your own profession By examining leadership and situational challenges Shannon empowers others to lead and thrive in any dynamic environment
Shannon Huffman Polson Former US Army Captain and Pilot
M Doug Glenn AGA Immediate PNP
930 ndash 1020 am
T101 A Future Financial Reporting ModelCRYSTAL M-Q | FOS ACCG
Data and tools exist to provide consumable financial data to internal and external users by providing multiple ways of finding answers What if the data and tools were integrated into a digital model Join this session to learn how digitized data can reinvigorate the way we communicate and interact with financial information
M Tasha Austin Sr Mgr Deloitte
T102 Emerging Issues in State Government AccountabilityCRYSTAL C-F | FOS FIN
States often face many demands on their operation mdash coming from both a local and federal level This session will explore how two states are dealing with these pressures and what the future balancing act of demands looks like for them
M Melinda Miguel Dep IG AOC
T103 Leveraging Data Analytics Transforming Data Into Better DecisionsCRYSTAL H | FOS AUD
As data analytics become more commonplace in government agencies can leverage analytics tools to make better decisions and improve the effectiveness and efficiency of their programs This session will explore how analytics can be used to enhance decision-making
M Shivendra Verma Principal Grant Thornton LLP
PDT18 Follow us
AGACGFM
22 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T104 Implementing the Revised OMB Circular A-123 Appendix ACANARY 1-2 | FOS AUDG
This session will focus on the newly released revision to OMB Circular A-123 Appendix A Hear about the renewed focus on data quality planning as well as flexibilities provided around agency control activities
M David Zavada Sr Partner Kearney amp Company
T105 What Are Subrecipients Doing with Your MoneyGRAND 9-11 | FOS BMO
During this session attendees will hear what a subrecipient monitoring program should include
M Nasr Fahmy Asst Dir for Financial Assistance Oversight DHSOCFOFinancial Assistance Policy and Oversight
T106 Letrsquos Get Uncomfortable and Talk About Sexual HarassmentCANARY 3-4 | FOS HR
Victims of sexual harassment are speaking up and the alleged harassers are being exposed Join this important and timely session to learn what you can do to prevent sexual harassment in your workplace and create a safer work environment
M Karen Wilson Principal Public Sector Practice Guidehouse
T107 Hey Bot mdash What Can You Do for MeCRYSTAL K-L | FOS IT
Robotic Process Automation (RPA) has found its way into the government This session will discuss how federal agencies are currently using RPA and the potential for leveraging cognitive automation and artificial intelligence as the next steps in the intelligent automation process
M Adam Goldberg Exec Architect Fiscal Service
T108 Next Generation ERP Systems for Federal AgenciesGRAND 12-14 | FOS MGMT
This panel will examine ldquowhatrsquos nextrdquo for ERP systems at a time when many federal agencies need to modernize their financial systems This session will debate on-premise vs cloud single vendor vs best of breed agency owned and maintained vs shared services and outsourced support
M James Harris Finance and Enterprise Performance ndash Sr Mgr Accenture Federal Services
T109 Managing Large Complex Federally Funded Grants and ContractsCRYSTAL A-B | FOS SK
Increased scrutiny of large complex grants and contracts require agencies better assess their project risks develop mitigation strategies and monitor outcomes This session covers approaches to manage civilian and military construction projects measure earned-value and improve outcomes
M Bert Nuehring Partner Crowe LLP
AGA PDT 2018 | ORLANDO 23
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
930 ndash 11 am
Professional Ethics Board MeetingWASHINGTON
1020 ndash 11 am
Coffee Break with ExhibitorsROYALSABALSAGO
11 ndash 1150 am
T110 Innovations in Public PerformanceCRYSTAL K-L | FOS ACCG
Not surprisingly citizens want to know what they are getting for their tax dollars Panelists will discuss the performance measures and innovative techniques for engaging citizens developed by governments to help inform taxpayers
M Shivendra Verma Principal Grant Thornton LLP
T111 Setting the Foundation for TransparencyCRYSTAL A-B | FOS ACCG
This is a discussion of lessons learned from the first year of the DATA Act and next steps to improving transparency This session will discuss one agencyrsquos approach to successfully implementing the Act and next steps to improving its results
M Robert Shope Partner EY
T112 Federal Financial Audit Approach AlternativesGRAND 12-14 | FOS AUD
This session will share ideas identified by a federal CFO council workgroup to improve the nexus of costs benefits risks and burdens of the Agency Financial Report audit process
M Scott Bell Sr Staff Accountant Treasury
T113 How to Integrate Non-financial and Financial ReportingCRYSTAL M-Q | FOS AUDG
Explore how agencies leverage internal control over financial reporting organization structure knowledge and tools to address non-financial internal control requirements
M Jon Rymer Dir Lynch Consultants LLC
T114 Go Green From Overhead to Higher Training BudgetsCANARY 1-2 | FOS FIN
This session will discuss ways a department agency or business can decrease costs and allocate more resources towards employee training and professional development
M Chidilim Okonkno Systems Accountant NASA
T115 Where Did My Data Go and Why Should I CareCRYSTAL C-F | FOS IT
How have breaches and data disclosure incidents affected organizations from an economic and reputational perspective This session will discuss the impact of ransomware and other malicious attacks that restrict access to modify or delete your data
M Sarah Mirzakhani IT Principal CliftonLarsonAllen LLP
24 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T116 Application of Emotional IntelligenceCRYSTAL H | FOS PD
Everyone has dealt with ldquodifficultrdquo co-workers and individuals This session will explore how to handle different types of personalities by growing your own emotional intelligence
M Megan Gaillard Dir of Audit Palm Beach Co ndash OIG
T117 CFO SurveyGRAND 9-11 | FOS ACCG
This yearrsquos AGA CFO survey focuses on the tools and processes needed to help agencies address current budgetary challenges and mandates Join this session to hear the results of the online and in-person survey and discuss the findings with a panel of current and former CFOs
M Jim Taylor Managing Dir Grant Thornton LLP
copy 2018 Becker Professional Education Corporation All rights reserved
The knowledge you need to help prepare you for the next level of success
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+ Special rate forGovernment Agencies
+ Live Webcast and OnDemand formats(24x7 access)
+ Includes streaming videoand video courses
For more details on this program please visit agacgfmorgonlineCPE or contact John Gioeli at jgioelibeckercom
AGA PDT 2018 | ORLANDO 25
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T118 Letrsquos Get Uncomfortable and Talk About Sexual Harassment (repeat session)CANARY 3-4 | FOS HR
See description on page 23
M Karen Wilson Principal Public Sector Practice Guidehouse
1150 am ndash 1250 pm
Luncheon and Awards CeremonyCYPRESS BALLROOM See page 41
105 ndash 220 pm
T119 Certified Government Financial Manager (CGFM)CRYSTAL A-B | FOS PD
Discover the value of the CGFM designation Participants will hear from colleagues on why they pursued this certification and how it has helped advance their careers and distinguish them from others in their field You will also learn tips for preparing for the three CGFM exams
M Katya Silver Dir of Professional Certification AGA
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
T120 Leadership Ethics and Decision Making in Early AuditsCRYSTAL K-L | FOS BETH
Everyone is faced with various levels of ethical dilemmas at work and leadership can often create a culture that promotes unethical behavior without realizing the consequences Join this session to explore how ethics are integral to the behavior of employees and the impact of the behavior on early audits
M Robert Hart Sr Mgr EY
T121 Disrupting Improper PaymentsCRYSTAL H | FOS IT
Preventing improper payments is a government-wide challenge Join this session to learn how to make significant improvements and leverage disruptive technology to promote data sharing recipient authentication and encourage stakeholder collaboration Panelists will share best practices and explore ways to address root causes
M Steven Bernstein Exec Dir Electronic Payments Product Exec JP Morgan Treasury Svcs
T122 Fraud in Federal Assistance ProgramsCRYSTAL C-F | FOS AUDG
This session will give attendees an in-depth look at how fraud in federal programs was handled by state agencies federal grantors and state prosecutors This topic will explore case studies on the Summer Food Service Program and the Child and Adult Care Food Program
M Jeff Hart AGA PNP
Like us on
26 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T123 AGArsquos Grant Survey Improving Grantee ComplianceGRAND 12-14 | FOS MGMT
Recognizing challenges with grantee compliance AGA conducted a nationwide survey of federal grant recipients on implementation issues related to the Uniform Guidance (2 CFR 200) This session will focus on strategies and activities to address the most troubling areas identified by respondents
M James McKay Principal SME Grants Management Line of Business KGS
T124 Agency Risk Profile Lessons Learned and ValueCANARY 1-2 | FOS MGMT
This session will focus on agenciesrsquo experience from their A-123 Risk Profile definition process This session will include discussion of lessons learned outcomes achieved and value created
M Daniella Datskovska Dir ERM and Internal Control TFC Consulting Inc
Helping you succeed is ours Learn more at KPMGcomusfederal
Anticipate tomorrow Deliver today
copy 2017 KPMG LLP a Delaware limited liability partnership and the US member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (ldquoKPMG Internationalrdquo) a Swiss entity Some of the services or offerings provided by KPMG LLP are not permissible for its audit clients or affiliates NDPPS 677263
Your business is serving the public
AGA PDT 2018 | ORLANDO 27
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T125 Conflict in the Workplace Surviving and ResolvingCRYSTAL M-Q | FOS PD
Explore the types and causes of conflict in the workplace Participants will learn how to handle and manage conflict in the workplace Experts will share techniques for dealing with co-workers supervisors and staff in various situations involving both positive and negative conflicts
M Peggy Javery Acting Assoc CFO USDA
T126 FASAB Update Leases and More to ComeCANARY 3-4 | FOS ACCG
Hear from FASAB staff about recently-issued standards open proposals and proposals under development FASAB staff will discuss implementation of the new standards Additionally insights regarding new developments will be shared along with tips to help you prepare
M Wendy Payne Exec Dir FASAB
105 ndash 325 pm
EXEC2 AGA Digital Executive Session (invitation only)GRAND 9-11 | FOS IT
Learn about emerging technologies that may soon change the way you support your organizationrsquos mission Understand priorities challenges issues and opportunities from government leaders Engage in a highly interactive and engaging discussion on the latest strategies for digital transformation and exchange ideas and solutions with colleagues that you can bring back to your organization
M Kevin Greer VP CGI Federal
235 ndash 325 pm
T127 Medicaid The Elephant in the RoomCANARY 3-4 | FOS ACCG
Medicaid is a critical service in the lives of millions of Americans It is also a major expense for both federal and state entities This session will explore the ways that federal managers and state auditors are collaborating to make sure that these allocated dollars are spent wisely
M Kinney Poynter Exec Dir NASACT
T128 Path to Auditability Implementing New FASAB StandardsCANARY 1-2 | FOS ACCG
This session will provide an understanding of SFFAS 48 Opening Balances for Inventory Operating Materials and Supplies Stockpile and SFFAS 50 Establishing Open Balances for General Property Plant and Equipment and discuss tips for successful implementation Additionally participants will hear about implementing the standards mdash including the pitfalls and best practices for success
M Eveka Rodriguez Partner Grant Thornton LLP
T129 Data Analytics for FraudCRYSTAL A-B | FOS AUDG
Proactive data monitoring and use of data analytics can prevent your entity from being subject to a public fraud This session will show attendees how proactive data analysis techniques and tools can save money prevent bad publicity and detect fraud faster with fewer resources
M Sarah Hays Programming Dir Data Coalition
28 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T130 Planning for Federal Funding DecreasesCRYSTAL C-F | FOS FIN
State and local governments federal funding sources are always in flux This session will feature a panel of state and local government leaders discussing what plans they have in place in the event of a reduction of federal funds
M Lealan Miller AGA FMSB Chair
T131 My Data Was Just BreachedCRYSTAL K-L | FOS IT
Access to data is key to effective analytics However with recent data breaches security standards around data transfer and storage have tightened This session discusses steps to follow to ensure secure handling of data in analytics programs
M Phil Magrogan COO Immersion Consulting
MAKES A DIFFERENCE
Find the six dierences in the two photos Present at booth 202 for your prize
2677 Prosperity Avenue Suite 100 Fairfax Virginia 22031 wwwkforcegovcom Kforce_govKGS
RISKMANAGEMENT
COMPLIANCE ampAUDIT SERVICES
GRANTSMANAGEMENT
FINANCIALIMPROVEMENT
FINANCIALTECHNOLOGY
AGA PDT 2018 | ORLANDO 29
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T132 Communicating Effectively Skills and TechniquesCRYSTAL M-Q | FOS COMS
Improve your communication skills with colleagues customers supervisors and staff mdash and learn how to adjust styles based on with whom you communicate verbally vocally and visually This interactive session will address the needs concerns and frustrations of communicating effectively in todayrsquos workplace
M Dave LeBlanc SVP-at-Large AGA
T133 The Presidentrsquos Management Agenda and the Uniform GuidanceCRYSTAL C-F | FOS MGMT
The Presidentrsquos Management Agenda (PMA) was released in March 2018 This session will discuss the PMA Cross Agency Priority (CAP) Goal 8 Results-Oriented Accountability for Grants This session will also discuss the connectivity between OMBrsquos Uniform Guidance the PMA and the future vision for the world of grants
M Charles Hester InstructorConsultant AGA RVPndashWest Coast Region
325 ndash 405 pm
Coffee Break with ExhibitorsROYALSABALSAGO
330 ndash 545 pm
Young Professionals RoundtableMIAMI | FOS PD
Hear what accomplished leaders deem essential success factors for young professionals in todayrsquos ever-changing and challenging government financial management environment Interactive QampA will focus on leadership networking communication mentorship advancement and change management Speed networking session immediately follows for participants
405 ndash 455 pm
T134 Uniform Guidance Year Three mdash What You Still Donrsquot KnowCANARY 1-2 | FOS AUDG
The Uniform Guidance has been in effect for more than three years yet there are still several aspects to implement This presentation will explore those topics as well as best practices identified over the past three years
M Lealan Miller AGA FMSB Chair
T135 Protect Taxpayer DollarsGRAND 12-14 | FOS AUDG
Government vendors have larger and more contractual requirements which can lead to greater need for vendor audits Join this session to explore how vendors are audited to make sure they provide the government with the full set of contracted services and ultimately protect taxpayer dollars
M Kim Farington CFO FirstNetHave session ideas
for PDT 2019Join the PDT technical
committee email meetingsagacgfmorg
30 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
ARE YOU READY
cohnreznickcomindustriespublic-sector
CohnReznick helps forward-thinking public sector organizations address stringent regulatory requirements strengthen risk managementand achieve their business goals
Visit Us at Booth 302
T136 Improving Federal Government Employee MoraleCRYSTAL M-Q | FOS HR
What resources are available in the federal government structure to keep employees engaged and satisfied Are there things that the finance community can and should be doing to support employee morale in their agencies This session will explore how government offices can make changes that can result in higher productivity and employee engagement
M Anthony Scardino Dep Under Secrsquoy and Dep Dir USPTO
T137 Process Robotics Building Finance Bots LIVECRYSTAL A-B | FOS IT
Hear from digital labor experts about how operations improvements with robotics and cognitive solutions can drive greater efficiency cost management and employee morale This session will also feature a live demo of digital labor currently in action at a federal agency
M Chris Huff US Public Sector RPA Lead Deloitte Consulting LLP
AGA PDT 2018 | ORLANDO 31
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T138 Be Our Guest Magical Service for Finance CustomersCRYSTAL C-F | FOS MGMT
Disney has legendary customer service Hear about the practices taught by the Disney Institute and learn how you can deliver world-class financial accounting and audit services in your own organization
M Reed Waller Asst Dir Financial Management Initiatives Group DOJ
T139 Next Generation Leaders New Skills and New NeedsCRYSTAL H | FOS PD
Much has been discussed about millennials in the workplace but what are the keys to building the younger generation into effective leaders This session will explore how their immersion in technology gives them strengths and challenges when taking on new responsibilities as leaders in the federal workplace
M Doreen Shute Managing Principal CliftonLarsonAllen LLP
T140 Program Evaluation mdash Letrsquos Tell the TruthCRYSTAL K-L | FOS MGMT
This session will discuss the benefits of conducting program evaluations to determine program effectiveness support data analyses and make informed budget decisions Hear from federal state and local representatives who have conducted program evaluations and learn how the results were used
M Robert Tuccillo CFO Federal Transit Administration
T141 Look No Further Intergovernmental Job Aids to the RescueGRAND 9-11 | FOS ACCG
Learn about available tools guides and job aids for all levels of government developed by AGArsquos Intergovernmental Partnership (IP) program During this session government leaders will showcase tools and other resources available on AGArsquos website (wwwagacgfmorgtools-resources)
M Clark Partridge State Controller AZ
405 ndash 530 pm
Corporate Partner Advisory Group (CPAG) MeetingNEW ORLEANS
CPAG representatives and those from organizations interested in joining the program are invited to participate in this annual business meeting This meeting is an excellent opportunity to network with other corporate partner representatives and learn how to maximize your organizationrsquos partnership with AGA
8 ndash 10 pm
AGA Networking ReceptionMARRIOTT HOTEL LOBBY BAR
Join us for some after-dinner networking and socializing
32 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
See description on page 14
630 am ndash 4 pm
Registration Open
715 ndash 815 am
National Awards BreakfastCYPRESS BALLROOM
820 ndash 910 am
W100 Plenary Session OMBTreasuryDoD UpdateCYPRESS BALLROOM | FOS ACCG
David Lebryk Fiscal Asst Secrsquoy Treasury
David Norquist Under Secrsquoy of Defense (Comptroller) CFO DoD
Tim Soltis Dep Controller OMB
M Ann Ebberts CEO AGA
910 ndash 10 am
W101 Plenary Session Innovate the Way You InnovateCYPRESS BALLROOM | FOS PD
Learn how to create a culture of innovation within your organization Mr Shapiro will highlight how to use a challenge-centered approach to measure innovation the process of experimentation and how to maximize return on investments
Stephen Shapiro Innovation Expert
10 ndash 1030 am
Coffee BreakCRYSTAL FOYER
1030 ndash 1145 am
W102 One on One with GASB mdash An UpdateGRAND 9-11 | FOS ACCG
Meet with members of the GASB to receive the most up-to-date information regarding GASB standards exposure drafts and other projects that affect governments and their auditors
M Lealan Miller AGA FMSB Chair
W103 DoD Audit UpdateCANARY 1-2 | FOS AUD
This session will focus on the major audit and financial improvement activities underway across DoD
M Bryan Nelms Principal Kearney amp Company
W104 Understanding and Using the New Service Organization Control ReportsCANARY 3-4 | FOS AUDG
This session will discuss the significant changes underlying the new service organization control reports issued under AT-C 320 (formerly SSAE 16)
M Asif Khan Dir FM and Assurance GAO
W105 Managing in the Changing Workplace EnvironmentCRYSTAL A-B | FOS HR
Hear about the techniques and tools available to managers to maintain a team-building environment with a significant number of employees teleworking
M Thalia Melendez Dir of Audit Svcs NY State Educ Dept
AGA PDT 2018 | ORLANDO 33
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W106 Data All Around Us mdash CFOrsquos Move to a New NormalCRYSTAL M-Q | FOS IT
Advanced data analytics have turned data into powerful insights to manage programs and enhance the citizen experience as never before This session will explore how the availability of data is changing the role of the CFO
M Jorge Asef-Sargent Partner KPMG LLP
W107 How Emerging Technologies Will Transform Payments and CollectionsCRYSTAL K-L | FOS IT
Payments and collections are fertile ground for emerging technologies Artificial intelligence robotics Blockchain big data and the continued digitization of commerce will continue to transform payments and collections Panelists will share their futurist views of the payments and collections landscape
M Joe Hussey Managing Dir JP Morgan Treasury Services
W108 Cloud Enterprise Reporting mdash The FIRST FrontierCRYSTAL C-F | FOS IT
This session will explore cloud enterprise reporting Attendees will learn how to utilize the cloud to streamline external reporting by ingestion data centrally and then maximizing the utility of data to enhance integrity and inform management decisions
M Demek Adams Principal Grant Thornton LLP
W109 Annual Womenrsquos Forum Leading in Life and CareerCRYSTAL H | FOS PD
Empowered women are a cornerstone of effective government and a more competitive federal state and local workforce of the future Join this powerful annual convening of women leaders in accounting finance and technology as they discuss their journey and careers with high-impact and meaning
M Tracey Walker Natrsquol Dir Govt Affairs Culture Diversity and Inclusion RSM US LLP
W110 Federal Financial Standards Will We Get ThereGRAND 12-14 | FOS ACCG
Department of the Treasuryrsquos Office of Financial Innovation and Transformation (FIT) is defining federal financial standard references to promote innovation a common knowledge base and processes to improve interoperability of federal systems Join this session for an update on FITrsquos work and the expected benefits of this initiative
M Marshall Henry FM Program Manager Treasury Fiscal Service
1145 am ndash 1245 pm
National Awards LuncheonCYPRESS BALLROOM
1 ndash 2 pm
Financial Management Standards Board MeetingWASHINGTON
34 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1 ndash 215 pm
W111 Conducting Effective Assessments of Internal ControlsCRYSTAL K-L | FOS ACCG
This session will introduce participants to key concepts issues and standards necessary to design and implement policies to achieve the organizationrsquos objectives
M Sefton Boyars ConsultantTrainer Sefton Boyars CGFM CPA
W112 New Fraud Fighters Cryptocurrencies Blockchain and Secure TransactionsCRYSTAL C-F | FOS AUD
Government is inherently a transactional business From deeds to disbursements the quantity of documents governments maintain on paper and digital image continues to grow Criminals are abusing the current processes to commit fraud at an increasing rate Learn how you can use Blockchain to disrupt and combat fraud
M Jay Schulman Principal RSM US LLP
W113 Data Visualization mdash Using Geographic Information Systems as an Audit ToolGRAND 9-11 | FOS AUDG
Geographic Information Systems (GIS) are increasingly being utilized as a tool to present audit information Learn from experts on how recipients of government services using GIS provides a wealth of audit opportunities
M Gwendolyn Sewell Chief Mission Compliance and Audit ReadinessAccounting Air Force
W114 Finance 2020 Embracing the Changes to ComeCRYSTAL A-B | FOS MGMT
What is the role of CFOs and senior finance staff in this rapidly changing digital world This session will explore the evolution in the field from an expense control spreadsheet-driven and retrospective reporting center into a predictive analytics powerhouse
M Scott Quehl Sr Principal Accenture Federal Services
W115 Quality Management ConfrontationGRAND 12-14 | FOS MGMT
How do you optimize resources and maximize efficiency Join our panel of experts as they discuss various topics in performance management and answer questions such as ldquoHow is quality management implemented throughout an organizationrdquo and ldquoHow do you view and plan around resource allocationrdquo
M Wayne Ference Partner Castro amp Company LLC
W116 Enterprise Risk Management Stories from the Front LinesCRYSTAL H | FOS MGMT
For the past two years agencies have been working to implement the changes made to OMB A-123 This session will feature feedback from agency risk officers on whether ERM is living up to expectations
M Tom Carroll CFO AOC
AGA PDT 2018 | ORLANDO 35
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W117 Leadership Keys to SuccessCRYSTAL M-Q | FOS PD
Gain perspective from a senior leader in government about how you can make a difference in your organization This entertaining session will cover how to develop people build trust cultivate relationships and communicate more effectively Leadership is possible at any level of government
M Mary Peterman Dep Chief Finance and Procurement AOUSC
W118 Building an Optimal Analytics-Driven Program Integrity OfficeCANARY 1-2 | FOS MGMT
With the passage of the Fraud Reduction and DATA Act agencies are under increased pressure to have effective program integrity offices that leverage data analytics and focus on outcomes Hear best practices found from a comprehensive pilot project conducted at the VA
M Linda Miller Dir Grant Thornton LLP
W119 Competencies The Thread that BindsCANARY 3-4 | FOS HR
DoD like other agencies is required by law to develop functional competencies to use in strategic workforce planning The DoD FM community developed 24 enterprise-wide FM competencies Learn how these competencies serve as the thread which binds the FM workforce development portfolio into a coherent strategic plan which guides career development
M Jansen Sauvageau SVP PNC Bank
230 ndash 3 pm
AGA National President Gavel ExchangeCYPRESS BALLROOM
3 ndash 4 pm
W120 Closing Plenary Session Shift Your Brilliance Leading Amidst UncertaintyCYPRESS BALLROOM | FOS PD
This session will teach participants how to solve problems get out of the past and think like a leader of the future You will develop an enhanced sense of perspective understand where you shine and learn how to lead without a title to create effective change
Simon Bailey Author amp Inspirational Coach
M John Lynskey AGA 2018ndash2019 National President
6 ndash 11 pm
Presidentrsquos Appreciation ReceptionROYALSABALSAGO
Join us as we celebrate and thank 2017ndash2018 AGA National President Jim Arnette for his service and contributions to AGA and the financial management community
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
36 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
AGA PDT 2018 | ORLANDO 37
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
Please join us in thanking our sponsors for their generous support of AGArsquos 2018 Professional Development Training
PLATINUM SPONSORS
Accenture Federal ServicesVIRTUAL EXPERIENCE
Rowan MirandaManaging Dir CFO Advisory Practice Leadrowanamirandaaccenturefederalcomwwwaccenturefederalcom
Accenture Federal Services a wholly owned subsidiary of Accenture LLP is a US company with offices in Arlington Va Accenturersquos federal business has served every cabinet-level department and 30 of the largest federal organizations Accenture Federal Services transforms bold ideas into breakthrough outcomes for clients at defense intelligence public safety civilian and military health organizations
Grant Thornton LLPTOTE BAGS
Robert SheaPrincipal Global Public Sectorrobertsheausgtcomwwwgranthorntoncompublicsector
Grant Thornton LLP the US member firm of Grant Thornton International is one of six global accounting tax and business advisory organizations Our Global Public Sector based in Alexandria Va is a management consulting business providing responsive and innovative financial performance management and systems solutions to governments and international organizations
GOLD SPONSORS
CGIDIGITAL EXECUTIVE SESSION
Kevin GreerVP Mgmt Consulting KevinGreercgifederalcomwwwcgifederalcomusfederal
A global leader in IT business process and professional services CGI partners with federal agencies to provide end-to-end solutions for defense civilian and intelligence missions Since 1976 we have delivered quality services to help clients achieve results at every stage of the program product and business lifecycle
38 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CliftonLarsonAllenBADGE HOLDERS
Doreen ShuteManaging Principal Fed Govt SvcsDoreenShuteCLAconnectcomwwwCLAconnectcom
CLA is a professional services firm delivering integrated advisory outsourcing and public accounting capabilities to help clients succeed professionally and personally Our practice group members are recognized industry experts and established leaders in the government community We focus on active engagement in the industry a sentiment beyond meeting requirements and standards
DeloitteWATER BOTTLESHYDRATION STATIONS
Colin Duncan Managing Dircoduncandeloittecom wwwdeloittecomusfederal
Deloittersquos Government and Public Services practice consists of more than 12000 professionals across the country serving federal state and local government and higher education clients across consulting and advisory functions bring fresh perspective mdash from inside and outside government mdash to help solve our nationrsquos biggest challenges We bring insights from our client experience and research to drive bold and lasting results People Ideas Technology and Outcomes mdash all Designed for Impact
EYAGA EXECUTIVE SESSION
Bill ColbertPartner PI Financebillcolberteycomwwweycomgovpublicsector
The Government and Public Sector practice of Ernst amp Young LLP provides a full range of consulting and audit services leveraging our experience with both government and commercial clients We deliver real change and measurable results through our diverse high-performing teams operational know-how from across our global organization and bold ideas tailored to each clientrsquos unique mission
AGA PDT 2018 | ORLANDO 39
GOLD SPONSORS (continued)
GuidehouseMONDAY LUNCHEON
Christina VanecekMarketing Mgrcvanecekguidehousecomwwwguidehousecom
Guidehouse formerly PwC Public Sector provides management technology and risk consulting to clients around the world through more than 1600 professionals in 20 locations Now as Guidehouse we offer the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected
Kearney amp CompanyPHOTO BOOTH
Erika SteiningerPartneresteiningerkearneycocomwwwkearneycocom
Kearney amp Company a CPA and consulting firm exclusively serving the Federal Government takes pride in its ability to assist agencies in meeting business objectives and complying with complex requirements Practice areas include Financial Reporting and Accounting Support Internal ControlsA-123 Financial Services Financial Healthcare Services Advisory Services and Program Management
KPMG LLPHOST COMMITTEE SHIRTS MONDAY BREAKFAST
Diane DudleyPartner-in-Charge Fed Auditddudleykpmgcomwwwkpmgcom
For more than 100 years KPMG LLP has assisted the government in the civilian defense and intelligence sectors Today we help these organizations adapt to new environments by working with them to transform business models leverage data protect information assets and provide assurance services while focusing on their mission
40 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
CPAG Small Business CommitteeTUESDAY LUNCHEON
Dedicated members of AGArsquos Small Business Committee are proud to sponsor the 2018 PDT Tuesday Awards Luncheon Thank you to 2nd Wave Castro amp Co Immersion RMA Associates TFC Consulting Trilogy Federal and Watkins Government Services
Get Inspired During PDTthen submit your best practices to the Journal of Government Financial Management by Sept 1 2018
Learn more and view the 2018ndash2019 editorial calendar at wwwagacgfmorgjournal
SILVER SPONSORS
JP MorganTUESDAY BREAKFAST
Denise PetittaExec DirDenisePetittajpmorgancomwwwjpmorgancom
JP Morgan is a premier corporate and investment bank with a full suite of global financial services and capabilities Our clients include the worldrsquos most important corporations governments financial institutions pensions sovereign wealth organizations states and municipalities we offer strategic advice and deliver banking services in more than 100 countries
AGA PDT 2018 | ORLANDO 41
SILVER SPONSORS (continued)
RSM US LLPPDT APP amp WIFI
Mary GoldsmithFed Bus Dev Dirmarygoldsmithrsmuscomwwwrsmuscom
RSM US LLP provides risk financial and technology management consulting services to the public sector We are an inclusive enterprise and support AGA CPAG and Womenrsquos forum We help federal state and local entities improve performance through a comprehensive understanding of their business models internal processes objectives and daily realities
BRASS SPONSORS
Automation AnywhereSTANDING SIGN
Sharon OrsquoNeillHead of Americas Field Marketingsharononeillautomationanywherecom wwwautomationanywherecom
Automation Anywhere is the global leader in enterprise-grade comprehensive Robotic Process Automation software including Cognitive and real-time analytics Over 1000 of the worldrsquos largest brands use our platform to create and manage their Digital Workforce and scale their business processes faster with near-zero error rates while dramatically reducing operational costs
Crowe LLPTUESDAY AM COFFEE BREAK
Bert NeuhringRisk Consulting Partnerbertnuehringcrowecomwwwcrowecom
Crowe LLP is a public accounting consulting and technology firm with offices around the world Crowe uses its deep industry expertise to provide audit services to public and private entities The firm and its subsidiaries also help clients make smart decisions that lead to lasting value with its tax advisory risk and performance services
42 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
BRASS SPONSORS (continued)
MastercardMONDAY AFTERNOON COFFEE BREAK
MariBeth McCarthyVP Bus Leadermaribeth_mccarthymastercardcomwwwmastercardcom
Mastercard (NYSE MA) is a technology company in the global payments industry We operate the worldrsquos fastest payments-processing network connecting consumers financial institutions merchants governments and businesses in more than 210 countries and territories Mastercardrsquos products and solutions make everyday commerce activities easier more secure and more efficient for everyone
PNC BankDIRECTIONAL SIGNAGE
Lauren GradwellAccount MgrLaurengradwellpnccomwwwpnccomideas
PNC is one of the nationrsquos largest financial services organizations providing retail and business banking residential mortgage banking specialized services for corporations and government entities including corporate banking treasury management real estate finance asset-based lending wealth management and asset management We are focused on delivering ideas insight and solutions to our clients to help them maximize the value of their business
Williams AdleyMONDAY MORNING COFFEE BREAK
Melinda BuckBus Dev Leadmbuckwilliamsadleycomwwwwilliamsadleycom
Williams Adley is one of the countryrsquos premier certified public accounting and management consulting firms Our diverse knowledge backgrounds and subject-matter expertise help a wide variety of government agencies and businesses achieve their financial program and information technology goals
AGA PDT 2018 | ORLANDO 43
MEDIA SPONSORS
Government Matters
John Meyer Managing DirjmeyerGovMatterstv wwwGovMatterstv
Government Matters is a television news program dedicated to providing non-partisan information and analysis to federal managers contractors and those supporting the federal marketplace The program airs weeknights in Washington DC on NewsChannel 8 Sunday Mornings on ABC 7 and worldwide on the American Forces Network (AFN)
GOVERNING
Meg Keller Dir of Marketingmkellergoverningcomwwwgoverningcom
For 25 years GOVERNING has been the only publication dedicated to providing the information insight and inspiration state and local leaders need to govern effectively Subscriptions for most state and local government professionals are free as is attendance at most GOVERNING events
Route Fifty
Hilery Sirpis Publisherhsirpisgovexeccomwwwroutefiftycom
Route Fifty a new digital publication and events brand from Atlantic Mediarsquos Government Executive Media Group connects leaders and ideas advancing state and local governments with news insight and resources It facilitates sharing of best practices and ideas among those creating government programs policies and institutions for the 21st century
44 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Play AGArsquos Exhibitor Hunt and win big prizes
including FREE registration to an
upcoming AGA training event
View CPEs Earned
Visit httpsessions ats-leads comagapdt2018 and enter your badge number to view CPEs earned during PDT
Note Only CPEs earned from previous day(s) can be viewed
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VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
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806
801
803
807
MAIN
VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
MAINENTRANCE
Stop by PDT 2019 Booth 102
Relax RechargeGet a free massage
46 AGACGFM | PDT18
Exhibit Hall Floor Plan
Exhibitors by Booth Number
Company Name Booth
Infor 100 Bureau of the Fiscal Service 101Audimation Services 104American Society of Military Comptrollers 106Kearney Photo Booth 107Graduate School 108 Sehlke Consulting LLC 200Guidehouse 201Kforce Government Solutions Inc 202mLINQS LLC 203RSM US LLP 207GrantSolutions 209ACL Services Ltd 300Williams Adley 301CohnReznick Government 302AOC Solutions 303CGI Federal 306Virtual Experience with Accenture 307Savantage Solutions 308TeraThink Corporation 400Lynch Consultants LLC 401Interior Business Center 402GEHA 403
Company Name Booth
IFAS LLC 407TFC Consulting Inc 409Grant Thornton LLP 500RMA Associates LLC 501Castro amp Company LLC 503KPMG LLP 506AGA Community Service amp Silent Auction 507Kearney amp Company 600EY 601AGA 607J P Morgan 701FI Consulting 703CliftonLarsonAllen LLP 706MorganFranklin Consulting 707Becker Professional Education 709Management Concepts 800Qlik Tech Inc 801U S Army Financial Management Command 802The MIL Corporation 805Immersion Consulting 806Automation Anywhere 809
ACL Services LtdBOOTH 300wwwaclcom
ACL is a global software company with innovative solutions for public sector professionals to keep processes in check and provide higher levels of assurance through team-based analytic approaches ACLrsquos platform has helped over 250 government offices globally to bolster compliance manage risks and assure effective governance Learn more at our booth and wwwaclcom
AGABOOTH 607wwwagacgfmorg
AGA is the member organization for government financial management professionals We lead and encourage change that benefits our field and all citizens Our networking events professional certification publications and ongoing education help members build skills and advance their careers Learn about our thought-leadership library online tools CGFM designation and more
AGA PDT 2018 | ORLANDO 47
Exhibitor Appreciation AGA Corporate Partner
AGA Community Service amp Silent AuctionBOOTH 507
Buy tickets and bid for great prizes in our silent auction including gift certificates gift baskets sports memorabilia vacations and more Proceeds support AGArsquos National Community Service Fund the American Cancer Society the American Heart Association the Humane Society and Habitat for Humanity Winners posted daily present the winning ticket to claim your prize
AGA New Orleans ChapterBACK OF EXHIBIT HALLwwwagacgfmorgneworleans
Stop by our booth to learn more about New Orleans and plan your trip to PDT 2019 scheduled for July 21ndash24 2019 You might win a free PDT 2019 registration
American Society of Military Comptrollers BOOTH 106wwwasmconlineorg
ASMC is the non-profit educational and professional organization for persons military and civilian in the overall field of military comptrollership ASMC promotes the education and training of its members and supports the development and advancement of the military comptrollership profession The society provides professional programs to keep members abreast of current issues and encour-ages the exchange of information techniques and approaches
AOC SolutionsBOOTH 303wwwaocfederalsolutionscom
AOC Solutions Inc is a Service-Disabled Veteran-Owned Business providing financial management federal accounting audit readiness support and technology services AOC thought leaders are dedicated to helping agencies identify better ways to analyze accounting and financial data for cost reduction and increased efficiency
Audimation ServicesBOOTH 104wwwaudimationcom
Audimation Services Inc is the US distributor of CaseWare IDEAreg a powerful user-friendly data analytics software tool designed to help profes-sionals extend auditing capabilities detect fraud and meet documentation standards We specialize in helping organizations streamline audits simplify data acquisition and improve business processes
Automation Anywhere BOOTH 809
See write-up on page 42
Becker Professional EducationBOOTH 709wwwbeckercom
Do you need CPE for CGFMreg CPA or the new DoD FM Certification Come ask about our Government Family Offer Nearly half a million professionals have advanced their careers through our CPE programs including CPA Exam Review PMPreg Exam Review Cybersecurity Six Sigma and more And be sure to check out our new program for Certified Anti-Money Laundering Specialists (CAMS)
Bureau of the Fiscal ServiceBOOTH 101wwwfiscaltreasurygov
The Bureau of the Fiscal Service serves as a catalyst for transforming the way the federal government manages finances and delivers shared services Our passion is improving financial management and shared service delivery through efficient and effective operations and through guidance and assistance to others
48 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Castro amp Company LLCBOOTH 503www castroco com
Headquartered in Washington DC Castro amp Company is an audit advisory and accounting services CPA firm with a strong federal customer focus We are a Minority-Owned Small Business offering the personalized services of a small firm with the full resources and quality expected from a larger CPA firm
CGI FederalBOOTH 306
See write-up on page 38
CliftonLarsonAllen LLPBOOTH 706
See write-up on page 39
CohnReznick GovernmentBOOTH 302www cohnreznick com
CohnReznick Government provides audit accounting and financial management compliance risk and integrity monitoring program and project management and disaster response and recovery Our comprehensive project management approach provides clients with reliable processes and delivers accounting insights to help government organizations improve communication administer fiscal and operational strategies and meet compliance requirements
EYBOOTH 601
See write-up on page 39
FI ConsultingBOOTH 703www ficonsulting com
FI Consulting develops effective practical solutions to help federal agencies achieve their missions while operating efficiently managing risk and adapting to a changing policy environment We apply our core strengths in Data Analytics Modeling and Technology to gain program performance insight manage risk improve operations and better deliver mission
GEHABOOTH 403www geha com
GEHA provides medical and dental plans through the FEHB and FEDVIP programs for more than 18 million federal employees retirees and their families GEHA members receive year-round vision and hearing benefits plus other discounts For more information please stop by our booth or visit gehacom and gehadentalcom
Graduate SchoolBOOTH 108www graduateschool edu
Graduate School USA provides a wide range of learning opportunities in formats accessible to adult learners everywhere through training continuing education courses executive and leadership development and credit offerings For professionals in the government auditing and financial management community we offer a comprehensive curriculum taught by leading practitioners
Grant Thornton LLPBOOTH 500
See write-up on page 38
AGA PDT 2018 | ORLANDO 49
GrantSolutionsBOOTH 209www grantsolutions gov
GrantSolutions supports Federal agencies throughout the grants lifecycle mdash from pre-award planning through application award and closeout Our service finds solutions for shared mission needs across agencies while incorporating unique business and regulatory processes for grant programs GrantSolutions is an OMB-selected grants business leader providing end-to-end innovative grants management services dedicated to advancing the mission of Federal agencies
GuidehouseBOOTH 201
See write-up on page 40
IFAS LLCBOOTH 407www ifas-llc com
IFAS is an 8(a) Service-Disabled Veteran-Owned Small Business Woman-Owned Small Disadvan-taged Business providing Program Management Business and Finance Operations Integrated Logistics and IT Support Services to meet specific needs of our clients We provide geographically dispersed support available when and where you need us
Immersion ConsultingBOOTH 806www immersioninc com
Immersion Consulting a Service-Disabled Veteran-Owned Small Business headquartered in Annapolis Md provides business management and technology consulting to government nonprofit and commercial clients Founded in 2004 we specialize in program management financial management technology services and training Our mission provide clients with actionable business solutions that yield sustainable results
InforBOOTH 100www infor com
Infor Public Sector solutions streamline financial management across multiple systems With more than 25 years of public sector experience Infor helps you meet organization demands including budget and audit readiness performance management and financial control with flexible solution deployment options to help you operate more quickly and efficiently
Interior Business CenterBOOTH 402www doi govibc
The Interior Business Center one of several OMB-approved interagency shared-service providers offers acquisition financial manage-ment and HR under a fee-for-service full cost recovery business model By assisting multiple federal organizations IBC can leverage resources to share economies and efficiencies with external customers and our parent agency the US Department of the Interior
JP MorganBOOTH 701
See write-up on page 41
Kearney amp CompanyBOOTH 600
See write-up on page 40
Kforce Governnment Solutions IncBOOTH 202www kforcegov com
Kforce Government Solutions Inc (KGS) provides management and technology solutions to Federal Government and State and local agencies We deliver customized solutions across financial management organizational transformation and IT to solve our clientsrsquo most complex mission and business challenges KGS also offers the innovative TraumaFXreg line of medical training manikins
50 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
KPMG LLPBOOTH 506
See write-up on page 40
Lynch Consultants LLCBOOTH 401www lynchconsultants com
Lynch Consultants provides strategic financial and program advisory and assistance services to the federal government We partner with clients to deliver project management services financial and business support and strategic policy solutions for complex government programs Clients include numerous federal departments including DoD Navy Army VA HHS and HUD
Management ConceptsBOOTH 800www managementconcepts com
Management Concepts is a leading provider of professional development performance improve-ment and talent management solutions for the public sector Since 1973 we have collaborated with the federal government state and local offices non-profit organizations universities and corporations to enhance the performance of teams and organizations Follow us on Twitter Mgmt_Concepts
The MIL CorporationBOOTH 805www milcorp com
The MIL Corporation has grown steadily for 36 years and remains dedicated to excellence service and support across our four major service areas financial management and systems support information technology cyber security and systems and C4 engineering For more information please visit us at wwwmilcorpcom or on Facebook at httptinyurlcomFacebookMIL
mLINQS LLCBOOTH 203www mLINQS net
mLINQS a Service-Disabled Veteran-Owned Small Business founded in 2003 provides the govern-mentrsquos leading employee relocation management system and E-Gov travel (ETS2) consulting services Since 2004 mLINQS relocation system has automated relocations and tracked expenses for more than 30 agencies
MorganFranklin ConsultingBOOTH 707www morganfranklin com
MorganFranklin Consulting headquartered in McLean Va provides business consulting and technology solutions to public companies fast-growing private companies and US govern-ment agencies Third-party customer satisfaction surveys highlight the companyrsquos reputation for being hands-on flexible and skilled at bringing diverse groups together to complete projects on time and within budget
Qlik Tech IncBOOTH 801www qlik com
Qlikreg is the leading data analytics platform and the pioneer of user-driven business intelligence Its portfolio of cloud-based and on-premise solutions meets customersrsquo growing needs from reporting and self-service visual analysis to guided embedded and custom analytics regardless of where data is located
RMA Associates LLCBOOTH 501www rmafed com
RMA an SBA Certified 8(a) Small Business located in the Washington DC metropolitan area specializes in audit consulting and advisory
AGA PDT 2018 | ORLANDO 51
RSM US LLPBOOTH 207
See write-up on page 42
Savantage SolutionsBOOTH 308www savantage net
Savantage Solutions a CMMIreg Level 3 Rated and ISO 90012008 certified company is a leading provider of software development business consulting and program management support services One of only five vendors of financial management systems certified for federal use Savantage takes pride in its service excellence
Sehlke Consulting LLCBOOTH 200www sehlkeconsulting com
Founded in 2011 Sehlke Consulting is a Service-Disabled Veteran-Owned Small Business and Historically Underutilized Business Zone (HUBZone) firm based in Arlington Va We provide comprehensive leading solutions in Financial Management Acquisition Management Logistics and Supply Chain Management and National Security amp Defense Programs
TeraThink CorporationBOOTH 400www terathink com
TeraThink takes pride in the outstanding reputation we have earned over the past 15 years for delivering superior results to federal customers With expertise in agile development enterprise application technologies financial services and cloud solutions our delivery platform brings exceptional scale and value to support customersrsquo transformation business automation and mission-related goals Visit our booth and wwwTeraThinkcom for more information
TFC Consulting IncBOOTH 409www tfcci net
A licensed CPA firm Small Disadvantaged Business and ISO 9001_2015-certified enterprise TFC is the trusted partner of federal agencies facing complex financial management challenges Now celebrating 15 years of success and excellence in assisting clients TFC develops and implements comprehensive solutions to improve financial management environments and achieve operational efficiency
US Army Financial Management CommandBOOTH 802www facebook comUSAFMCOM
US Army Financial Management Command is responsible for the delivery of Army-wide Financial Management (FM) functions including Enterprise Resource Planning systems support audit and compliance support financial operations support and ERP business process standardization support and for providing operational oversight of Army field FM activities
Williams AdleyBOOTH 301
See write-up on page 43
Note The contents of this exhibitor list were compiled from information supplied by exhibitors While every effort has been made to ensure contents are correct AGA is unable to accept liability for errors or omissions or for any claims made by exhibitors
52 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AGA PDT 2018 | ORLANDO 53
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AIG Assistant Inspector GeneralAssoc AssociateAsst AssistantBus BusinessCEO Chief Executive OfficerCFO Chief Financial OfficerCIO Chief Information OfficerCo CountyComm CommitteeCOO Chief Operating OfficerCPAG Corporate Partner Advisory GroupDep DeputyDept DepartmentDev DevelopmentDir DirectorDiv DivisionEduc EducationERM Enterprise Risk ManagementExec ExecutiveFed FederalFM Financial ManagementGM General Manager Govt Government
Fields of Study See page 4 for list of Fields of Study
AOC Architect of the CapitolAOUSC Administrative Office of the
US CourtsCommerce US Department of CommerceDHHS US Department of Health
and Human ServicesDHS US Department of
Homeland SecurityDLA Defense Logistics AgencyDoD US Department of DefenseDoE US Department of EnergyDOI US Department of the InteriorDOJ US Department of JusticeDoS US Department of StateFASAB Federal Accounting Standards
Advisory BoardFiscal Service Bureau of the Fiscal ServiceFIT Office of Financial Innovation
and TransformationFMSB Financial Management Standards
BoardFTA Federal Transit Administration
HR Human ResourcesIG Inspector GeneralIT Information TechnologyMgmt ManagementMgr ManagerNatrsquol NationalOfc OfficePNP AGA Past National
PresidentPNT AGA Past National
TreasurerRPA Robotic Process
AutomationRVP Regional Vice PresidentSecrsquoy SecretarySME Subject Matter Expert Sr SeniorSvc ServiceSVP Senior Vice PresidentTech TechnicalUniv UniversityVP Vice President
GAO Government Accountability OfficeGASB Government Accounting Standards
BoardGSA US General Services
AdministrationHUD US Department of Housing
and Urban DevelopmentIRS Internal Revenue ServiceNASA National Aeronautics and Space
AdministrationNSF National Science FoundationOCFO Office of the Chief Financial OfficerOIG Office of Inspector GeneralOMB Office of Management and BudgetSBA Small Business AdministrationTreasury US Department of the TreasuryUSAID US Agency for International
DevelopmentUSDA US Department of AgricultureUSPTO US Patent and Trademark OfficeVA US Department of
Veteran Affairs
54 AGACGFM | PDT18
Glossary
MAIN CONVENTION CENTERSINGLE-LEVEL
REGISTRATION
CYBER LOUNGE
EX
HIB
IT H
ALL
PLENARY S
ESSIO
NS
AGA PDT 2018 | ORLANDO 55
Convention Center Floor Plans
圀䔀 䰀䤀匀吀䔀一 簀 圀䔀 䤀一一伀嘀䄀吀䔀 簀 圀䔀 䐀䔀䰀䤀嘀䔀刀
吀愀猀栀甀 吀爀椀瘀攀搀椀Ⰰ 倀爀攀猀椀搀攀渀琀䌀䔀伀 㜀㤀㐀 漀爀 琀琀爀椀瘀攀搀椀䀀琀昀挀挀椀渀攀琀
嘀椀猀椀琀 漀甀爀 眀攀戀猀椀琀攀 愀琀 眀眀眀琀昀挀挀椀渀攀琀
䘀漀爀 洀漀爀攀 椀渀昀漀爀洀愀琀椀漀渀 挀漀渀琀愀挀琀 吀䘀䌀
椀猀 琀栀攀 琀爀甀猀琀攀搀 瀀愀爀琀渀攀爀 昀漀爀 昀攀搀攀爀愀氀 愀最攀渀挀椀攀猀 琀栀愀琀愀爀攀 昀愀挀椀渀最 挀漀洀瀀氀攀砀 ǻ渀愀渀挀椀愀氀 洀愀渀愀最攀洀攀渀琀 挀栀愀氀氀攀渀最攀猀
吀䘀䌀 䌀漀渀猀甀氀琀椀渀最 䤀渀挀
뜀뜀
뜀뜀뜀뜀
䔀渀琀攀爀瀀爀椀猀攀 刀椀猀欀 䤀渀琀攀爀渀愀氀䌀漀渀琀爀漀氀猀 䄀搀瘀椀猀漀爀礀䤀洀瀀爀漀瀀攀爀 倀愀礀洀攀渀琀猀䴀攀愀猀甀爀攀洀攀渀琀 刀攀洀攀搀椀愀琀椀漀渀䘀椀渀愀渀挀椀愀氀 刀攀瀀漀爀琀椀渀最 䄀䄀挀挀漀甀渀琀椀渀最 伀瀀攀爀愀琀椀漀渀猀䘀椀渀愀渀挀椀愀氀 匀琀愀琀攀洀攀渀琀 䌀漀洀瀀氀椀愀渀挀攀 䄀甀搀椀琀䐀愀琀愀 䄀渀愀氀礀琀椀挀猀 伀瀀琀椀洀椀稀愀琀椀漀渀䤀吀 匀攀挀甀爀椀琀礀 刀攀瘀椀攀眀 䄀猀猀攀猀猀洀攀渀琀
伀甀爀 瘀愀氀甀攀ⴀ愀搀搀攀搀 猀攀爀瘀椀挀攀猀㨀
圀栀愀琀猀 礀漀甀爀 渀攀砀琀 洀漀瘀攀㼀
䴀愀渀礀 瀀愀琀栀猀Ⰰ 漀渀攀 挀漀爀爀攀挀琀 爀漀甀琀攀 䘀漀氀氀漀眀 吀䘀䌀 愀氀漀渀最 琀栀攀 爀漀甀琀攀 琀漀 猀甀挀挀攀猀猀 䘀椀爀猀琀 琀栀愀琀 挀漀爀爀攀挀琀氀礀
挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀
M115 DATA Act Opportunities to Become More Data-DrivenGRAND 12-14 | FOS FIN
Hear about steps Treasury and other federal agencies have taken to improve the quality of the data published on USAspendinggov and explore opportunities for federal state and local governments to use the data to improve performance and outcomes
M Aileen Burgman Sr Policy Analyst Treasury
M116 ldquoKnock Knock rdquo ldquoWhorsquos ThererdquoCRYSTAL H | FOS IT
New innovations in cognitive technology and authentication give government officials a better understanding of who is ldquoknockingrdquo at the door Through cognitive technology digital identity will not only allow government to more effectively and efficiently police access but it will enable citizens to safely electronically engage with government This session will explore digital identity and the new role it can serve as it moves from policing to enabling access
M Tony Hubbard Principal KPMG
M117 Governmentrsquos Blockchain Journey mdash Lessons LearnedCANARY 1-2 | FOS IT
Blockchain has potential to bring security efficiency and speed to a range of services and processes How should agencies look to incorporate Blockchain into the way they function today Panelists will share successes pain points and lessons learned from standing up solutions from Blockchain technology
M Christina Canavan Dir Deloitte
M118 CFO and CIOs 2018 Models for Synergy and SuccessCANARY 3-4 | FOS MGMT
CFO and CIO experts discuss the intersection of policies and management issues that impact them The session will also discuss how these leaders can work together to improve efficiency and transparency reduce risk and strengthen the workforce offering models for success
M Daniel Meers Natrsquol Leader Transformation RSM LLP
M119 The Art of Tinkering Tiny Ways to Transform EverythingCRYSTAL M-Q | FOS PD
Drive innovation achieve new levels of happiness and uncover hidden opportunities by learning the art of tinkering In times of uncertainty and change the small things really do make the biggest difference
M Lisa Casias Dep Asst Secrsquoy for Administration Commerce
320 ndash 4 pm
Coffee Break with ExhibitorsROYALSABALSAGO
More than one concurrent session you want to attend
Donrsquot forget recorded sessions will be archived and available for one year
18 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
4 ndash 515 pm
M120 Audit Tips for Federal Disaster Response EffortsCANARY 3-4 | FOS AUDG
Hear about lessons learned and advice for auditing federal disasters The panel will discuss prior audit findings recom-mendations and tips from previous audits Attendees will also learn insights from Emergency Management Oversight Teams
M Steve Rickrode Dep Asst IG for Audit USDAndashOIG
M121 Financial Audits or Performance AuditsCANARY 1-2 | FOS AUDG
Financial audits have been the backbone of audit shops in state and local government Recently though some of these organi-zations have redirected their efforts into performance audits to give legislators more information on how agencies are meeting their missions This session will explore the differences and similarities between these two audit models and which one could best serve your organization
M Gerry Boaz Tech Mgr TN Div of State Audit
M122 March of the Robots mdash Join the ParadeCRYSTAL H | FOS IT
Software robots or ldquobotsrdquo operate like humans and our understanding of them continue to rapidly evolve During this session the panel will explore experiences of three organizations now implementing intelligent automation solutions
M Kirke Everson Managing Dir KPMG
M123 Moving Federal Financials to the Cloud Two Case StudiesROOM CRYSTAL K-L | FOS IT
Remaining status quo when it comes to financial management systems can cost your agency time and money Join this session to hear from agencies who have eliminated barriers towards growth and moved their agencyrsquos financial management systems to a secure compliant agile and forward-thinking model
M John Nemoto VP Hybrid IT CGI Federal
M124 Swamped and Overwhelmed How to Cope with Data Overload CRYSTAL A-B | FOS MGMT
Agencies have amassed large volumes of data about business operations services and customers Few agencies though have fully tapped this resource to measure and improve performance This panel describes how data can better support federal agency performance management efforts
M Kris Naleszkiewicz Sr MgrndashFinance Analytics Lead Accenture Federal Services
M125 Leadership Gold NuggetsCRYSTAL M-Q | FOS PD
Participants will learn ldquogold nuggetsrdquo of leadership wisdom accumulated during decades of studying practicing and teaching leadership This session will include a panel discussion of these leadership fundamentals and their application in a variety of professional accountability careers
M Paul Barrett Professor Longwood Univ
AGA PDT 2018 | ORLANDO 19
Monday mdash AgendaGlossary on page 54Check PDT app for speakers
M126 What Caused My Risk GRAND 12-14 | FOS STAT
Root cause analysis is often a forgotten element of resolving issues because the focus tends to be more on correcting the issue than evaluating the cause This session will feature this proactive approach to problem resolution to help prevent issues from happening in the future
M Kenneth Donohue Former HUD IG
M127 Ethics in the WorkplaceCRYSTAL C-F | FOS BETH
This session will cover the components of ethical behavior as well as the need to maintain an ethical environment in the workplace Participants will learn tips and techniques to create and maintain an environment that is ethical and conducive to the mission of the organization
M Marsi Woody Financial Exec Officer Idaho State Police
M128 Citizen-Centric Reporting mdash Turning Data Into InformationGRAND 9-11 | FOS ACCG
Hear how AGArsquos Citizen-Centric Reporting (CCR) can be used as an electronic portal to an agency See examples of how agencies have taken enormous amounts of data found on government websites and turned it into pages of focused and easy to read information for the consumer and citizen
M John Lynskey Controller NSF
515 ndash 630 pm
Monday Event with ExhibitorsROYALSABALSAGO
20 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
Health and Dental benefits designed exclusively for federal employees retirees and their families
We stand by you
gehahealth
gehacom
8008216136
OR-ADS-0318-004
Health and Dental benefits designed exclusively for federal employees retirees and their families
We stand by you
gehahealth
gehacom
8008216136
OR-ADS-0318-004
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
See description on page 14
630 am ndash 4 pm
Registration Open
7 ndash 8 am
Continental Breakfast with ExhibitorsROYALSABALSAGO
8 ndash 915 am
T100 Plenary Session Leading from Any SeatCYPRESS BALLROOM | FOS PD
With real-world stories and insights from in and out of the cockpit Shannon Huffman Polson offers tangible leadership lessons for you to seek out your own targets and incorporate them into your own profession By examining leadership and situational challenges Shannon empowers others to lead and thrive in any dynamic environment
Shannon Huffman Polson Former US Army Captain and Pilot
M Doug Glenn AGA Immediate PNP
930 ndash 1020 am
T101 A Future Financial Reporting ModelCRYSTAL M-Q | FOS ACCG
Data and tools exist to provide consumable financial data to internal and external users by providing multiple ways of finding answers What if the data and tools were integrated into a digital model Join this session to learn how digitized data can reinvigorate the way we communicate and interact with financial information
M Tasha Austin Sr Mgr Deloitte
T102 Emerging Issues in State Government AccountabilityCRYSTAL C-F | FOS FIN
States often face many demands on their operation mdash coming from both a local and federal level This session will explore how two states are dealing with these pressures and what the future balancing act of demands looks like for them
M Melinda Miguel Dep IG AOC
T103 Leveraging Data Analytics Transforming Data Into Better DecisionsCRYSTAL H | FOS AUD
As data analytics become more commonplace in government agencies can leverage analytics tools to make better decisions and improve the effectiveness and efficiency of their programs This session will explore how analytics can be used to enhance decision-making
M Shivendra Verma Principal Grant Thornton LLP
PDT18 Follow us
AGACGFM
22 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T104 Implementing the Revised OMB Circular A-123 Appendix ACANARY 1-2 | FOS AUDG
This session will focus on the newly released revision to OMB Circular A-123 Appendix A Hear about the renewed focus on data quality planning as well as flexibilities provided around agency control activities
M David Zavada Sr Partner Kearney amp Company
T105 What Are Subrecipients Doing with Your MoneyGRAND 9-11 | FOS BMO
During this session attendees will hear what a subrecipient monitoring program should include
M Nasr Fahmy Asst Dir for Financial Assistance Oversight DHSOCFOFinancial Assistance Policy and Oversight
T106 Letrsquos Get Uncomfortable and Talk About Sexual HarassmentCANARY 3-4 | FOS HR
Victims of sexual harassment are speaking up and the alleged harassers are being exposed Join this important and timely session to learn what you can do to prevent sexual harassment in your workplace and create a safer work environment
M Karen Wilson Principal Public Sector Practice Guidehouse
T107 Hey Bot mdash What Can You Do for MeCRYSTAL K-L | FOS IT
Robotic Process Automation (RPA) has found its way into the government This session will discuss how federal agencies are currently using RPA and the potential for leveraging cognitive automation and artificial intelligence as the next steps in the intelligent automation process
M Adam Goldberg Exec Architect Fiscal Service
T108 Next Generation ERP Systems for Federal AgenciesGRAND 12-14 | FOS MGMT
This panel will examine ldquowhatrsquos nextrdquo for ERP systems at a time when many federal agencies need to modernize their financial systems This session will debate on-premise vs cloud single vendor vs best of breed agency owned and maintained vs shared services and outsourced support
M James Harris Finance and Enterprise Performance ndash Sr Mgr Accenture Federal Services
T109 Managing Large Complex Federally Funded Grants and ContractsCRYSTAL A-B | FOS SK
Increased scrutiny of large complex grants and contracts require agencies better assess their project risks develop mitigation strategies and monitor outcomes This session covers approaches to manage civilian and military construction projects measure earned-value and improve outcomes
M Bert Nuehring Partner Crowe LLP
AGA PDT 2018 | ORLANDO 23
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
930 ndash 11 am
Professional Ethics Board MeetingWASHINGTON
1020 ndash 11 am
Coffee Break with ExhibitorsROYALSABALSAGO
11 ndash 1150 am
T110 Innovations in Public PerformanceCRYSTAL K-L | FOS ACCG
Not surprisingly citizens want to know what they are getting for their tax dollars Panelists will discuss the performance measures and innovative techniques for engaging citizens developed by governments to help inform taxpayers
M Shivendra Verma Principal Grant Thornton LLP
T111 Setting the Foundation for TransparencyCRYSTAL A-B | FOS ACCG
This is a discussion of lessons learned from the first year of the DATA Act and next steps to improving transparency This session will discuss one agencyrsquos approach to successfully implementing the Act and next steps to improving its results
M Robert Shope Partner EY
T112 Federal Financial Audit Approach AlternativesGRAND 12-14 | FOS AUD
This session will share ideas identified by a federal CFO council workgroup to improve the nexus of costs benefits risks and burdens of the Agency Financial Report audit process
M Scott Bell Sr Staff Accountant Treasury
T113 How to Integrate Non-financial and Financial ReportingCRYSTAL M-Q | FOS AUDG
Explore how agencies leverage internal control over financial reporting organization structure knowledge and tools to address non-financial internal control requirements
M Jon Rymer Dir Lynch Consultants LLC
T114 Go Green From Overhead to Higher Training BudgetsCANARY 1-2 | FOS FIN
This session will discuss ways a department agency or business can decrease costs and allocate more resources towards employee training and professional development
M Chidilim Okonkno Systems Accountant NASA
T115 Where Did My Data Go and Why Should I CareCRYSTAL C-F | FOS IT
How have breaches and data disclosure incidents affected organizations from an economic and reputational perspective This session will discuss the impact of ransomware and other malicious attacks that restrict access to modify or delete your data
M Sarah Mirzakhani IT Principal CliftonLarsonAllen LLP
24 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T116 Application of Emotional IntelligenceCRYSTAL H | FOS PD
Everyone has dealt with ldquodifficultrdquo co-workers and individuals This session will explore how to handle different types of personalities by growing your own emotional intelligence
M Megan Gaillard Dir of Audit Palm Beach Co ndash OIG
T117 CFO SurveyGRAND 9-11 | FOS ACCG
This yearrsquos AGA CFO survey focuses on the tools and processes needed to help agencies address current budgetary challenges and mandates Join this session to hear the results of the online and in-person survey and discuss the findings with a panel of current and former CFOs
M Jim Taylor Managing Dir Grant Thornton LLP
copy 2018 Becker Professional Education Corporation All rights reserved
The knowledge you need to help prepare you for the next level of success
Becker Continuing Professional Education
Whether yoursquore a CPA CGFM CDFM DoD FMCIA CFE CMA or need GAGAS Becker offers Continuing Professional Education (CPE) tohelp meet your needs
With Becker CPE your accounting audit and fi nance professionals receive the timelyand relevant knowledge needed to help themstay ahead
Take advantage of our Subscription Program for unlimited use of Beckerrsquos CPE
+ Special rate forGovernment Agencies
+ Live Webcast and OnDemand formats(24x7 access)
+ Includes streaming videoand video courses
For more details on this program please visit agacgfmorgonlineCPE or contact John Gioeli at jgioelibeckercom
AGA PDT 2018 | ORLANDO 25
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T118 Letrsquos Get Uncomfortable and Talk About Sexual Harassment (repeat session)CANARY 3-4 | FOS HR
See description on page 23
M Karen Wilson Principal Public Sector Practice Guidehouse
1150 am ndash 1250 pm
Luncheon and Awards CeremonyCYPRESS BALLROOM See page 41
105 ndash 220 pm
T119 Certified Government Financial Manager (CGFM)CRYSTAL A-B | FOS PD
Discover the value of the CGFM designation Participants will hear from colleagues on why they pursued this certification and how it has helped advance their careers and distinguish them from others in their field You will also learn tips for preparing for the three CGFM exams
M Katya Silver Dir of Professional Certification AGA
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
T120 Leadership Ethics and Decision Making in Early AuditsCRYSTAL K-L | FOS BETH
Everyone is faced with various levels of ethical dilemmas at work and leadership can often create a culture that promotes unethical behavior without realizing the consequences Join this session to explore how ethics are integral to the behavior of employees and the impact of the behavior on early audits
M Robert Hart Sr Mgr EY
T121 Disrupting Improper PaymentsCRYSTAL H | FOS IT
Preventing improper payments is a government-wide challenge Join this session to learn how to make significant improvements and leverage disruptive technology to promote data sharing recipient authentication and encourage stakeholder collaboration Panelists will share best practices and explore ways to address root causes
M Steven Bernstein Exec Dir Electronic Payments Product Exec JP Morgan Treasury Svcs
T122 Fraud in Federal Assistance ProgramsCRYSTAL C-F | FOS AUDG
This session will give attendees an in-depth look at how fraud in federal programs was handled by state agencies federal grantors and state prosecutors This topic will explore case studies on the Summer Food Service Program and the Child and Adult Care Food Program
M Jeff Hart AGA PNP
Like us on
26 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T123 AGArsquos Grant Survey Improving Grantee ComplianceGRAND 12-14 | FOS MGMT
Recognizing challenges with grantee compliance AGA conducted a nationwide survey of federal grant recipients on implementation issues related to the Uniform Guidance (2 CFR 200) This session will focus on strategies and activities to address the most troubling areas identified by respondents
M James McKay Principal SME Grants Management Line of Business KGS
T124 Agency Risk Profile Lessons Learned and ValueCANARY 1-2 | FOS MGMT
This session will focus on agenciesrsquo experience from their A-123 Risk Profile definition process This session will include discussion of lessons learned outcomes achieved and value created
M Daniella Datskovska Dir ERM and Internal Control TFC Consulting Inc
Helping you succeed is ours Learn more at KPMGcomusfederal
Anticipate tomorrow Deliver today
copy 2017 KPMG LLP a Delaware limited liability partnership and the US member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (ldquoKPMG Internationalrdquo) a Swiss entity Some of the services or offerings provided by KPMG LLP are not permissible for its audit clients or affiliates NDPPS 677263
Your business is serving the public
AGA PDT 2018 | ORLANDO 27
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T125 Conflict in the Workplace Surviving and ResolvingCRYSTAL M-Q | FOS PD
Explore the types and causes of conflict in the workplace Participants will learn how to handle and manage conflict in the workplace Experts will share techniques for dealing with co-workers supervisors and staff in various situations involving both positive and negative conflicts
M Peggy Javery Acting Assoc CFO USDA
T126 FASAB Update Leases and More to ComeCANARY 3-4 | FOS ACCG
Hear from FASAB staff about recently-issued standards open proposals and proposals under development FASAB staff will discuss implementation of the new standards Additionally insights regarding new developments will be shared along with tips to help you prepare
M Wendy Payne Exec Dir FASAB
105 ndash 325 pm
EXEC2 AGA Digital Executive Session (invitation only)GRAND 9-11 | FOS IT
Learn about emerging technologies that may soon change the way you support your organizationrsquos mission Understand priorities challenges issues and opportunities from government leaders Engage in a highly interactive and engaging discussion on the latest strategies for digital transformation and exchange ideas and solutions with colleagues that you can bring back to your organization
M Kevin Greer VP CGI Federal
235 ndash 325 pm
T127 Medicaid The Elephant in the RoomCANARY 3-4 | FOS ACCG
Medicaid is a critical service in the lives of millions of Americans It is also a major expense for both federal and state entities This session will explore the ways that federal managers and state auditors are collaborating to make sure that these allocated dollars are spent wisely
M Kinney Poynter Exec Dir NASACT
T128 Path to Auditability Implementing New FASAB StandardsCANARY 1-2 | FOS ACCG
This session will provide an understanding of SFFAS 48 Opening Balances for Inventory Operating Materials and Supplies Stockpile and SFFAS 50 Establishing Open Balances for General Property Plant and Equipment and discuss tips for successful implementation Additionally participants will hear about implementing the standards mdash including the pitfalls and best practices for success
M Eveka Rodriguez Partner Grant Thornton LLP
T129 Data Analytics for FraudCRYSTAL A-B | FOS AUDG
Proactive data monitoring and use of data analytics can prevent your entity from being subject to a public fraud This session will show attendees how proactive data analysis techniques and tools can save money prevent bad publicity and detect fraud faster with fewer resources
M Sarah Hays Programming Dir Data Coalition
28 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T130 Planning for Federal Funding DecreasesCRYSTAL C-F | FOS FIN
State and local governments federal funding sources are always in flux This session will feature a panel of state and local government leaders discussing what plans they have in place in the event of a reduction of federal funds
M Lealan Miller AGA FMSB Chair
T131 My Data Was Just BreachedCRYSTAL K-L | FOS IT
Access to data is key to effective analytics However with recent data breaches security standards around data transfer and storage have tightened This session discusses steps to follow to ensure secure handling of data in analytics programs
M Phil Magrogan COO Immersion Consulting
MAKES A DIFFERENCE
Find the six dierences in the two photos Present at booth 202 for your prize
2677 Prosperity Avenue Suite 100 Fairfax Virginia 22031 wwwkforcegovcom Kforce_govKGS
RISKMANAGEMENT
COMPLIANCE ampAUDIT SERVICES
GRANTSMANAGEMENT
FINANCIALIMPROVEMENT
FINANCIALTECHNOLOGY
AGA PDT 2018 | ORLANDO 29
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T132 Communicating Effectively Skills and TechniquesCRYSTAL M-Q | FOS COMS
Improve your communication skills with colleagues customers supervisors and staff mdash and learn how to adjust styles based on with whom you communicate verbally vocally and visually This interactive session will address the needs concerns and frustrations of communicating effectively in todayrsquos workplace
M Dave LeBlanc SVP-at-Large AGA
T133 The Presidentrsquos Management Agenda and the Uniform GuidanceCRYSTAL C-F | FOS MGMT
The Presidentrsquos Management Agenda (PMA) was released in March 2018 This session will discuss the PMA Cross Agency Priority (CAP) Goal 8 Results-Oriented Accountability for Grants This session will also discuss the connectivity between OMBrsquos Uniform Guidance the PMA and the future vision for the world of grants
M Charles Hester InstructorConsultant AGA RVPndashWest Coast Region
325 ndash 405 pm
Coffee Break with ExhibitorsROYALSABALSAGO
330 ndash 545 pm
Young Professionals RoundtableMIAMI | FOS PD
Hear what accomplished leaders deem essential success factors for young professionals in todayrsquos ever-changing and challenging government financial management environment Interactive QampA will focus on leadership networking communication mentorship advancement and change management Speed networking session immediately follows for participants
405 ndash 455 pm
T134 Uniform Guidance Year Three mdash What You Still Donrsquot KnowCANARY 1-2 | FOS AUDG
The Uniform Guidance has been in effect for more than three years yet there are still several aspects to implement This presentation will explore those topics as well as best practices identified over the past three years
M Lealan Miller AGA FMSB Chair
T135 Protect Taxpayer DollarsGRAND 12-14 | FOS AUDG
Government vendors have larger and more contractual requirements which can lead to greater need for vendor audits Join this session to explore how vendors are audited to make sure they provide the government with the full set of contracted services and ultimately protect taxpayer dollars
M Kim Farington CFO FirstNetHave session ideas
for PDT 2019Join the PDT technical
committee email meetingsagacgfmorg
30 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
ARE YOU READY
cohnreznickcomindustriespublic-sector
CohnReznick helps forward-thinking public sector organizations address stringent regulatory requirements strengthen risk managementand achieve their business goals
Visit Us at Booth 302
T136 Improving Federal Government Employee MoraleCRYSTAL M-Q | FOS HR
What resources are available in the federal government structure to keep employees engaged and satisfied Are there things that the finance community can and should be doing to support employee morale in their agencies This session will explore how government offices can make changes that can result in higher productivity and employee engagement
M Anthony Scardino Dep Under Secrsquoy and Dep Dir USPTO
T137 Process Robotics Building Finance Bots LIVECRYSTAL A-B | FOS IT
Hear from digital labor experts about how operations improvements with robotics and cognitive solutions can drive greater efficiency cost management and employee morale This session will also feature a live demo of digital labor currently in action at a federal agency
M Chris Huff US Public Sector RPA Lead Deloitte Consulting LLP
AGA PDT 2018 | ORLANDO 31
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T138 Be Our Guest Magical Service for Finance CustomersCRYSTAL C-F | FOS MGMT
Disney has legendary customer service Hear about the practices taught by the Disney Institute and learn how you can deliver world-class financial accounting and audit services in your own organization
M Reed Waller Asst Dir Financial Management Initiatives Group DOJ
T139 Next Generation Leaders New Skills and New NeedsCRYSTAL H | FOS PD
Much has been discussed about millennials in the workplace but what are the keys to building the younger generation into effective leaders This session will explore how their immersion in technology gives them strengths and challenges when taking on new responsibilities as leaders in the federal workplace
M Doreen Shute Managing Principal CliftonLarsonAllen LLP
T140 Program Evaluation mdash Letrsquos Tell the TruthCRYSTAL K-L | FOS MGMT
This session will discuss the benefits of conducting program evaluations to determine program effectiveness support data analyses and make informed budget decisions Hear from federal state and local representatives who have conducted program evaluations and learn how the results were used
M Robert Tuccillo CFO Federal Transit Administration
T141 Look No Further Intergovernmental Job Aids to the RescueGRAND 9-11 | FOS ACCG
Learn about available tools guides and job aids for all levels of government developed by AGArsquos Intergovernmental Partnership (IP) program During this session government leaders will showcase tools and other resources available on AGArsquos website (wwwagacgfmorgtools-resources)
M Clark Partridge State Controller AZ
405 ndash 530 pm
Corporate Partner Advisory Group (CPAG) MeetingNEW ORLEANS
CPAG representatives and those from organizations interested in joining the program are invited to participate in this annual business meeting This meeting is an excellent opportunity to network with other corporate partner representatives and learn how to maximize your organizationrsquos partnership with AGA
8 ndash 10 pm
AGA Networking ReceptionMARRIOTT HOTEL LOBBY BAR
Join us for some after-dinner networking and socializing
32 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
See description on page 14
630 am ndash 4 pm
Registration Open
715 ndash 815 am
National Awards BreakfastCYPRESS BALLROOM
820 ndash 910 am
W100 Plenary Session OMBTreasuryDoD UpdateCYPRESS BALLROOM | FOS ACCG
David Lebryk Fiscal Asst Secrsquoy Treasury
David Norquist Under Secrsquoy of Defense (Comptroller) CFO DoD
Tim Soltis Dep Controller OMB
M Ann Ebberts CEO AGA
910 ndash 10 am
W101 Plenary Session Innovate the Way You InnovateCYPRESS BALLROOM | FOS PD
Learn how to create a culture of innovation within your organization Mr Shapiro will highlight how to use a challenge-centered approach to measure innovation the process of experimentation and how to maximize return on investments
Stephen Shapiro Innovation Expert
10 ndash 1030 am
Coffee BreakCRYSTAL FOYER
1030 ndash 1145 am
W102 One on One with GASB mdash An UpdateGRAND 9-11 | FOS ACCG
Meet with members of the GASB to receive the most up-to-date information regarding GASB standards exposure drafts and other projects that affect governments and their auditors
M Lealan Miller AGA FMSB Chair
W103 DoD Audit UpdateCANARY 1-2 | FOS AUD
This session will focus on the major audit and financial improvement activities underway across DoD
M Bryan Nelms Principal Kearney amp Company
W104 Understanding and Using the New Service Organization Control ReportsCANARY 3-4 | FOS AUDG
This session will discuss the significant changes underlying the new service organization control reports issued under AT-C 320 (formerly SSAE 16)
M Asif Khan Dir FM and Assurance GAO
W105 Managing in the Changing Workplace EnvironmentCRYSTAL A-B | FOS HR
Hear about the techniques and tools available to managers to maintain a team-building environment with a significant number of employees teleworking
M Thalia Melendez Dir of Audit Svcs NY State Educ Dept
AGA PDT 2018 | ORLANDO 33
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W106 Data All Around Us mdash CFOrsquos Move to a New NormalCRYSTAL M-Q | FOS IT
Advanced data analytics have turned data into powerful insights to manage programs and enhance the citizen experience as never before This session will explore how the availability of data is changing the role of the CFO
M Jorge Asef-Sargent Partner KPMG LLP
W107 How Emerging Technologies Will Transform Payments and CollectionsCRYSTAL K-L | FOS IT
Payments and collections are fertile ground for emerging technologies Artificial intelligence robotics Blockchain big data and the continued digitization of commerce will continue to transform payments and collections Panelists will share their futurist views of the payments and collections landscape
M Joe Hussey Managing Dir JP Morgan Treasury Services
W108 Cloud Enterprise Reporting mdash The FIRST FrontierCRYSTAL C-F | FOS IT
This session will explore cloud enterprise reporting Attendees will learn how to utilize the cloud to streamline external reporting by ingestion data centrally and then maximizing the utility of data to enhance integrity and inform management decisions
M Demek Adams Principal Grant Thornton LLP
W109 Annual Womenrsquos Forum Leading in Life and CareerCRYSTAL H | FOS PD
Empowered women are a cornerstone of effective government and a more competitive federal state and local workforce of the future Join this powerful annual convening of women leaders in accounting finance and technology as they discuss their journey and careers with high-impact and meaning
M Tracey Walker Natrsquol Dir Govt Affairs Culture Diversity and Inclusion RSM US LLP
W110 Federal Financial Standards Will We Get ThereGRAND 12-14 | FOS ACCG
Department of the Treasuryrsquos Office of Financial Innovation and Transformation (FIT) is defining federal financial standard references to promote innovation a common knowledge base and processes to improve interoperability of federal systems Join this session for an update on FITrsquos work and the expected benefits of this initiative
M Marshall Henry FM Program Manager Treasury Fiscal Service
1145 am ndash 1245 pm
National Awards LuncheonCYPRESS BALLROOM
1 ndash 2 pm
Financial Management Standards Board MeetingWASHINGTON
34 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1 ndash 215 pm
W111 Conducting Effective Assessments of Internal ControlsCRYSTAL K-L | FOS ACCG
This session will introduce participants to key concepts issues and standards necessary to design and implement policies to achieve the organizationrsquos objectives
M Sefton Boyars ConsultantTrainer Sefton Boyars CGFM CPA
W112 New Fraud Fighters Cryptocurrencies Blockchain and Secure TransactionsCRYSTAL C-F | FOS AUD
Government is inherently a transactional business From deeds to disbursements the quantity of documents governments maintain on paper and digital image continues to grow Criminals are abusing the current processes to commit fraud at an increasing rate Learn how you can use Blockchain to disrupt and combat fraud
M Jay Schulman Principal RSM US LLP
W113 Data Visualization mdash Using Geographic Information Systems as an Audit ToolGRAND 9-11 | FOS AUDG
Geographic Information Systems (GIS) are increasingly being utilized as a tool to present audit information Learn from experts on how recipients of government services using GIS provides a wealth of audit opportunities
M Gwendolyn Sewell Chief Mission Compliance and Audit ReadinessAccounting Air Force
W114 Finance 2020 Embracing the Changes to ComeCRYSTAL A-B | FOS MGMT
What is the role of CFOs and senior finance staff in this rapidly changing digital world This session will explore the evolution in the field from an expense control spreadsheet-driven and retrospective reporting center into a predictive analytics powerhouse
M Scott Quehl Sr Principal Accenture Federal Services
W115 Quality Management ConfrontationGRAND 12-14 | FOS MGMT
How do you optimize resources and maximize efficiency Join our panel of experts as they discuss various topics in performance management and answer questions such as ldquoHow is quality management implemented throughout an organizationrdquo and ldquoHow do you view and plan around resource allocationrdquo
M Wayne Ference Partner Castro amp Company LLC
W116 Enterprise Risk Management Stories from the Front LinesCRYSTAL H | FOS MGMT
For the past two years agencies have been working to implement the changes made to OMB A-123 This session will feature feedback from agency risk officers on whether ERM is living up to expectations
M Tom Carroll CFO AOC
AGA PDT 2018 | ORLANDO 35
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W117 Leadership Keys to SuccessCRYSTAL M-Q | FOS PD
Gain perspective from a senior leader in government about how you can make a difference in your organization This entertaining session will cover how to develop people build trust cultivate relationships and communicate more effectively Leadership is possible at any level of government
M Mary Peterman Dep Chief Finance and Procurement AOUSC
W118 Building an Optimal Analytics-Driven Program Integrity OfficeCANARY 1-2 | FOS MGMT
With the passage of the Fraud Reduction and DATA Act agencies are under increased pressure to have effective program integrity offices that leverage data analytics and focus on outcomes Hear best practices found from a comprehensive pilot project conducted at the VA
M Linda Miller Dir Grant Thornton LLP
W119 Competencies The Thread that BindsCANARY 3-4 | FOS HR
DoD like other agencies is required by law to develop functional competencies to use in strategic workforce planning The DoD FM community developed 24 enterprise-wide FM competencies Learn how these competencies serve as the thread which binds the FM workforce development portfolio into a coherent strategic plan which guides career development
M Jansen Sauvageau SVP PNC Bank
230 ndash 3 pm
AGA National President Gavel ExchangeCYPRESS BALLROOM
3 ndash 4 pm
W120 Closing Plenary Session Shift Your Brilliance Leading Amidst UncertaintyCYPRESS BALLROOM | FOS PD
This session will teach participants how to solve problems get out of the past and think like a leader of the future You will develop an enhanced sense of perspective understand where you shine and learn how to lead without a title to create effective change
Simon Bailey Author amp Inspirational Coach
M John Lynskey AGA 2018ndash2019 National President
6 ndash 11 pm
Presidentrsquos Appreciation ReceptionROYALSABALSAGO
Join us as we celebrate and thank 2017ndash2018 AGA National President Jim Arnette for his service and contributions to AGA and the financial management community
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
36 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
AGA PDT 2018 | ORLANDO 37
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
Please join us in thanking our sponsors for their generous support of AGArsquos 2018 Professional Development Training
PLATINUM SPONSORS
Accenture Federal ServicesVIRTUAL EXPERIENCE
Rowan MirandaManaging Dir CFO Advisory Practice Leadrowanamirandaaccenturefederalcomwwwaccenturefederalcom
Accenture Federal Services a wholly owned subsidiary of Accenture LLP is a US company with offices in Arlington Va Accenturersquos federal business has served every cabinet-level department and 30 of the largest federal organizations Accenture Federal Services transforms bold ideas into breakthrough outcomes for clients at defense intelligence public safety civilian and military health organizations
Grant Thornton LLPTOTE BAGS
Robert SheaPrincipal Global Public Sectorrobertsheausgtcomwwwgranthorntoncompublicsector
Grant Thornton LLP the US member firm of Grant Thornton International is one of six global accounting tax and business advisory organizations Our Global Public Sector based in Alexandria Va is a management consulting business providing responsive and innovative financial performance management and systems solutions to governments and international organizations
GOLD SPONSORS
CGIDIGITAL EXECUTIVE SESSION
Kevin GreerVP Mgmt Consulting KevinGreercgifederalcomwwwcgifederalcomusfederal
A global leader in IT business process and professional services CGI partners with federal agencies to provide end-to-end solutions for defense civilian and intelligence missions Since 1976 we have delivered quality services to help clients achieve results at every stage of the program product and business lifecycle
38 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CliftonLarsonAllenBADGE HOLDERS
Doreen ShuteManaging Principal Fed Govt SvcsDoreenShuteCLAconnectcomwwwCLAconnectcom
CLA is a professional services firm delivering integrated advisory outsourcing and public accounting capabilities to help clients succeed professionally and personally Our practice group members are recognized industry experts and established leaders in the government community We focus on active engagement in the industry a sentiment beyond meeting requirements and standards
DeloitteWATER BOTTLESHYDRATION STATIONS
Colin Duncan Managing Dircoduncandeloittecom wwwdeloittecomusfederal
Deloittersquos Government and Public Services practice consists of more than 12000 professionals across the country serving federal state and local government and higher education clients across consulting and advisory functions bring fresh perspective mdash from inside and outside government mdash to help solve our nationrsquos biggest challenges We bring insights from our client experience and research to drive bold and lasting results People Ideas Technology and Outcomes mdash all Designed for Impact
EYAGA EXECUTIVE SESSION
Bill ColbertPartner PI Financebillcolberteycomwwweycomgovpublicsector
The Government and Public Sector practice of Ernst amp Young LLP provides a full range of consulting and audit services leveraging our experience with both government and commercial clients We deliver real change and measurable results through our diverse high-performing teams operational know-how from across our global organization and bold ideas tailored to each clientrsquos unique mission
AGA PDT 2018 | ORLANDO 39
GOLD SPONSORS (continued)
GuidehouseMONDAY LUNCHEON
Christina VanecekMarketing Mgrcvanecekguidehousecomwwwguidehousecom
Guidehouse formerly PwC Public Sector provides management technology and risk consulting to clients around the world through more than 1600 professionals in 20 locations Now as Guidehouse we offer the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected
Kearney amp CompanyPHOTO BOOTH
Erika SteiningerPartneresteiningerkearneycocomwwwkearneycocom
Kearney amp Company a CPA and consulting firm exclusively serving the Federal Government takes pride in its ability to assist agencies in meeting business objectives and complying with complex requirements Practice areas include Financial Reporting and Accounting Support Internal ControlsA-123 Financial Services Financial Healthcare Services Advisory Services and Program Management
KPMG LLPHOST COMMITTEE SHIRTS MONDAY BREAKFAST
Diane DudleyPartner-in-Charge Fed Auditddudleykpmgcomwwwkpmgcom
For more than 100 years KPMG LLP has assisted the government in the civilian defense and intelligence sectors Today we help these organizations adapt to new environments by working with them to transform business models leverage data protect information assets and provide assurance services while focusing on their mission
40 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
CPAG Small Business CommitteeTUESDAY LUNCHEON
Dedicated members of AGArsquos Small Business Committee are proud to sponsor the 2018 PDT Tuesday Awards Luncheon Thank you to 2nd Wave Castro amp Co Immersion RMA Associates TFC Consulting Trilogy Federal and Watkins Government Services
Get Inspired During PDTthen submit your best practices to the Journal of Government Financial Management by Sept 1 2018
Learn more and view the 2018ndash2019 editorial calendar at wwwagacgfmorgjournal
SILVER SPONSORS
JP MorganTUESDAY BREAKFAST
Denise PetittaExec DirDenisePetittajpmorgancomwwwjpmorgancom
JP Morgan is a premier corporate and investment bank with a full suite of global financial services and capabilities Our clients include the worldrsquos most important corporations governments financial institutions pensions sovereign wealth organizations states and municipalities we offer strategic advice and deliver banking services in more than 100 countries
AGA PDT 2018 | ORLANDO 41
SILVER SPONSORS (continued)
RSM US LLPPDT APP amp WIFI
Mary GoldsmithFed Bus Dev Dirmarygoldsmithrsmuscomwwwrsmuscom
RSM US LLP provides risk financial and technology management consulting services to the public sector We are an inclusive enterprise and support AGA CPAG and Womenrsquos forum We help federal state and local entities improve performance through a comprehensive understanding of their business models internal processes objectives and daily realities
BRASS SPONSORS
Automation AnywhereSTANDING SIGN
Sharon OrsquoNeillHead of Americas Field Marketingsharononeillautomationanywherecom wwwautomationanywherecom
Automation Anywhere is the global leader in enterprise-grade comprehensive Robotic Process Automation software including Cognitive and real-time analytics Over 1000 of the worldrsquos largest brands use our platform to create and manage their Digital Workforce and scale their business processes faster with near-zero error rates while dramatically reducing operational costs
Crowe LLPTUESDAY AM COFFEE BREAK
Bert NeuhringRisk Consulting Partnerbertnuehringcrowecomwwwcrowecom
Crowe LLP is a public accounting consulting and technology firm with offices around the world Crowe uses its deep industry expertise to provide audit services to public and private entities The firm and its subsidiaries also help clients make smart decisions that lead to lasting value with its tax advisory risk and performance services
42 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
BRASS SPONSORS (continued)
MastercardMONDAY AFTERNOON COFFEE BREAK
MariBeth McCarthyVP Bus Leadermaribeth_mccarthymastercardcomwwwmastercardcom
Mastercard (NYSE MA) is a technology company in the global payments industry We operate the worldrsquos fastest payments-processing network connecting consumers financial institutions merchants governments and businesses in more than 210 countries and territories Mastercardrsquos products and solutions make everyday commerce activities easier more secure and more efficient for everyone
PNC BankDIRECTIONAL SIGNAGE
Lauren GradwellAccount MgrLaurengradwellpnccomwwwpnccomideas
PNC is one of the nationrsquos largest financial services organizations providing retail and business banking residential mortgage banking specialized services for corporations and government entities including corporate banking treasury management real estate finance asset-based lending wealth management and asset management We are focused on delivering ideas insight and solutions to our clients to help them maximize the value of their business
Williams AdleyMONDAY MORNING COFFEE BREAK
Melinda BuckBus Dev Leadmbuckwilliamsadleycomwwwwilliamsadleycom
Williams Adley is one of the countryrsquos premier certified public accounting and management consulting firms Our diverse knowledge backgrounds and subject-matter expertise help a wide variety of government agencies and businesses achieve their financial program and information technology goals
AGA PDT 2018 | ORLANDO 43
MEDIA SPONSORS
Government Matters
John Meyer Managing DirjmeyerGovMatterstv wwwGovMatterstv
Government Matters is a television news program dedicated to providing non-partisan information and analysis to federal managers contractors and those supporting the federal marketplace The program airs weeknights in Washington DC on NewsChannel 8 Sunday Mornings on ABC 7 and worldwide on the American Forces Network (AFN)
GOVERNING
Meg Keller Dir of Marketingmkellergoverningcomwwwgoverningcom
For 25 years GOVERNING has been the only publication dedicated to providing the information insight and inspiration state and local leaders need to govern effectively Subscriptions for most state and local government professionals are free as is attendance at most GOVERNING events
Route Fifty
Hilery Sirpis Publisherhsirpisgovexeccomwwwroutefiftycom
Route Fifty a new digital publication and events brand from Atlantic Mediarsquos Government Executive Media Group connects leaders and ideas advancing state and local governments with news insight and resources It facilitates sharing of best practices and ideas among those creating government programs policies and institutions for the 21st century
44 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Play AGArsquos Exhibitor Hunt and win big prizes
including FREE registration to an
upcoming AGA training event
View CPEs Earned
Visit httpsessions ats-leads comagapdt2018 and enter your badge number to view CPEs earned during PDT
Note Only CPEs earned from previous day(s) can be viewed
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with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
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503303
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RelaxationStation
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VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
MAINENTRANCE
Stop by PDT 2019 Booth 102
Relax RechargeGet a free massage
46 AGACGFM | PDT18
Exhibit Hall Floor Plan
Exhibitors by Booth Number
Company Name Booth
Infor 100 Bureau of the Fiscal Service 101Audimation Services 104American Society of Military Comptrollers 106Kearney Photo Booth 107Graduate School 108 Sehlke Consulting LLC 200Guidehouse 201Kforce Government Solutions Inc 202mLINQS LLC 203RSM US LLP 207GrantSolutions 209ACL Services Ltd 300Williams Adley 301CohnReznick Government 302AOC Solutions 303CGI Federal 306Virtual Experience with Accenture 307Savantage Solutions 308TeraThink Corporation 400Lynch Consultants LLC 401Interior Business Center 402GEHA 403
Company Name Booth
IFAS LLC 407TFC Consulting Inc 409Grant Thornton LLP 500RMA Associates LLC 501Castro amp Company LLC 503KPMG LLP 506AGA Community Service amp Silent Auction 507Kearney amp Company 600EY 601AGA 607J P Morgan 701FI Consulting 703CliftonLarsonAllen LLP 706MorganFranklin Consulting 707Becker Professional Education 709Management Concepts 800Qlik Tech Inc 801U S Army Financial Management Command 802The MIL Corporation 805Immersion Consulting 806Automation Anywhere 809
ACL Services LtdBOOTH 300wwwaclcom
ACL is a global software company with innovative solutions for public sector professionals to keep processes in check and provide higher levels of assurance through team-based analytic approaches ACLrsquos platform has helped over 250 government offices globally to bolster compliance manage risks and assure effective governance Learn more at our booth and wwwaclcom
AGABOOTH 607wwwagacgfmorg
AGA is the member organization for government financial management professionals We lead and encourage change that benefits our field and all citizens Our networking events professional certification publications and ongoing education help members build skills and advance their careers Learn about our thought-leadership library online tools CGFM designation and more
AGA PDT 2018 | ORLANDO 47
Exhibitor Appreciation AGA Corporate Partner
AGA Community Service amp Silent AuctionBOOTH 507
Buy tickets and bid for great prizes in our silent auction including gift certificates gift baskets sports memorabilia vacations and more Proceeds support AGArsquos National Community Service Fund the American Cancer Society the American Heart Association the Humane Society and Habitat for Humanity Winners posted daily present the winning ticket to claim your prize
AGA New Orleans ChapterBACK OF EXHIBIT HALLwwwagacgfmorgneworleans
Stop by our booth to learn more about New Orleans and plan your trip to PDT 2019 scheduled for July 21ndash24 2019 You might win a free PDT 2019 registration
American Society of Military Comptrollers BOOTH 106wwwasmconlineorg
ASMC is the non-profit educational and professional organization for persons military and civilian in the overall field of military comptrollership ASMC promotes the education and training of its members and supports the development and advancement of the military comptrollership profession The society provides professional programs to keep members abreast of current issues and encour-ages the exchange of information techniques and approaches
AOC SolutionsBOOTH 303wwwaocfederalsolutionscom
AOC Solutions Inc is a Service-Disabled Veteran-Owned Business providing financial management federal accounting audit readiness support and technology services AOC thought leaders are dedicated to helping agencies identify better ways to analyze accounting and financial data for cost reduction and increased efficiency
Audimation ServicesBOOTH 104wwwaudimationcom
Audimation Services Inc is the US distributor of CaseWare IDEAreg a powerful user-friendly data analytics software tool designed to help profes-sionals extend auditing capabilities detect fraud and meet documentation standards We specialize in helping organizations streamline audits simplify data acquisition and improve business processes
Automation Anywhere BOOTH 809
See write-up on page 42
Becker Professional EducationBOOTH 709wwwbeckercom
Do you need CPE for CGFMreg CPA or the new DoD FM Certification Come ask about our Government Family Offer Nearly half a million professionals have advanced their careers through our CPE programs including CPA Exam Review PMPreg Exam Review Cybersecurity Six Sigma and more And be sure to check out our new program for Certified Anti-Money Laundering Specialists (CAMS)
Bureau of the Fiscal ServiceBOOTH 101wwwfiscaltreasurygov
The Bureau of the Fiscal Service serves as a catalyst for transforming the way the federal government manages finances and delivers shared services Our passion is improving financial management and shared service delivery through efficient and effective operations and through guidance and assistance to others
48 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Castro amp Company LLCBOOTH 503www castroco com
Headquartered in Washington DC Castro amp Company is an audit advisory and accounting services CPA firm with a strong federal customer focus We are a Minority-Owned Small Business offering the personalized services of a small firm with the full resources and quality expected from a larger CPA firm
CGI FederalBOOTH 306
See write-up on page 38
CliftonLarsonAllen LLPBOOTH 706
See write-up on page 39
CohnReznick GovernmentBOOTH 302www cohnreznick com
CohnReznick Government provides audit accounting and financial management compliance risk and integrity monitoring program and project management and disaster response and recovery Our comprehensive project management approach provides clients with reliable processes and delivers accounting insights to help government organizations improve communication administer fiscal and operational strategies and meet compliance requirements
EYBOOTH 601
See write-up on page 39
FI ConsultingBOOTH 703www ficonsulting com
FI Consulting develops effective practical solutions to help federal agencies achieve their missions while operating efficiently managing risk and adapting to a changing policy environment We apply our core strengths in Data Analytics Modeling and Technology to gain program performance insight manage risk improve operations and better deliver mission
GEHABOOTH 403www geha com
GEHA provides medical and dental plans through the FEHB and FEDVIP programs for more than 18 million federal employees retirees and their families GEHA members receive year-round vision and hearing benefits plus other discounts For more information please stop by our booth or visit gehacom and gehadentalcom
Graduate SchoolBOOTH 108www graduateschool edu
Graduate School USA provides a wide range of learning opportunities in formats accessible to adult learners everywhere through training continuing education courses executive and leadership development and credit offerings For professionals in the government auditing and financial management community we offer a comprehensive curriculum taught by leading practitioners
Grant Thornton LLPBOOTH 500
See write-up on page 38
AGA PDT 2018 | ORLANDO 49
GrantSolutionsBOOTH 209www grantsolutions gov
GrantSolutions supports Federal agencies throughout the grants lifecycle mdash from pre-award planning through application award and closeout Our service finds solutions for shared mission needs across agencies while incorporating unique business and regulatory processes for grant programs GrantSolutions is an OMB-selected grants business leader providing end-to-end innovative grants management services dedicated to advancing the mission of Federal agencies
GuidehouseBOOTH 201
See write-up on page 40
IFAS LLCBOOTH 407www ifas-llc com
IFAS is an 8(a) Service-Disabled Veteran-Owned Small Business Woman-Owned Small Disadvan-taged Business providing Program Management Business and Finance Operations Integrated Logistics and IT Support Services to meet specific needs of our clients We provide geographically dispersed support available when and where you need us
Immersion ConsultingBOOTH 806www immersioninc com
Immersion Consulting a Service-Disabled Veteran-Owned Small Business headquartered in Annapolis Md provides business management and technology consulting to government nonprofit and commercial clients Founded in 2004 we specialize in program management financial management technology services and training Our mission provide clients with actionable business solutions that yield sustainable results
InforBOOTH 100www infor com
Infor Public Sector solutions streamline financial management across multiple systems With more than 25 years of public sector experience Infor helps you meet organization demands including budget and audit readiness performance management and financial control with flexible solution deployment options to help you operate more quickly and efficiently
Interior Business CenterBOOTH 402www doi govibc
The Interior Business Center one of several OMB-approved interagency shared-service providers offers acquisition financial manage-ment and HR under a fee-for-service full cost recovery business model By assisting multiple federal organizations IBC can leverage resources to share economies and efficiencies with external customers and our parent agency the US Department of the Interior
JP MorganBOOTH 701
See write-up on page 41
Kearney amp CompanyBOOTH 600
See write-up on page 40
Kforce Governnment Solutions IncBOOTH 202www kforcegov com
Kforce Government Solutions Inc (KGS) provides management and technology solutions to Federal Government and State and local agencies We deliver customized solutions across financial management organizational transformation and IT to solve our clientsrsquo most complex mission and business challenges KGS also offers the innovative TraumaFXreg line of medical training manikins
50 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
KPMG LLPBOOTH 506
See write-up on page 40
Lynch Consultants LLCBOOTH 401www lynchconsultants com
Lynch Consultants provides strategic financial and program advisory and assistance services to the federal government We partner with clients to deliver project management services financial and business support and strategic policy solutions for complex government programs Clients include numerous federal departments including DoD Navy Army VA HHS and HUD
Management ConceptsBOOTH 800www managementconcepts com
Management Concepts is a leading provider of professional development performance improve-ment and talent management solutions for the public sector Since 1973 we have collaborated with the federal government state and local offices non-profit organizations universities and corporations to enhance the performance of teams and organizations Follow us on Twitter Mgmt_Concepts
The MIL CorporationBOOTH 805www milcorp com
The MIL Corporation has grown steadily for 36 years and remains dedicated to excellence service and support across our four major service areas financial management and systems support information technology cyber security and systems and C4 engineering For more information please visit us at wwwmilcorpcom or on Facebook at httptinyurlcomFacebookMIL
mLINQS LLCBOOTH 203www mLINQS net
mLINQS a Service-Disabled Veteran-Owned Small Business founded in 2003 provides the govern-mentrsquos leading employee relocation management system and E-Gov travel (ETS2) consulting services Since 2004 mLINQS relocation system has automated relocations and tracked expenses for more than 30 agencies
MorganFranklin ConsultingBOOTH 707www morganfranklin com
MorganFranklin Consulting headquartered in McLean Va provides business consulting and technology solutions to public companies fast-growing private companies and US govern-ment agencies Third-party customer satisfaction surveys highlight the companyrsquos reputation for being hands-on flexible and skilled at bringing diverse groups together to complete projects on time and within budget
Qlik Tech IncBOOTH 801www qlik com
Qlikreg is the leading data analytics platform and the pioneer of user-driven business intelligence Its portfolio of cloud-based and on-premise solutions meets customersrsquo growing needs from reporting and self-service visual analysis to guided embedded and custom analytics regardless of where data is located
RMA Associates LLCBOOTH 501www rmafed com
RMA an SBA Certified 8(a) Small Business located in the Washington DC metropolitan area specializes in audit consulting and advisory
AGA PDT 2018 | ORLANDO 51
RSM US LLPBOOTH 207
See write-up on page 42
Savantage SolutionsBOOTH 308www savantage net
Savantage Solutions a CMMIreg Level 3 Rated and ISO 90012008 certified company is a leading provider of software development business consulting and program management support services One of only five vendors of financial management systems certified for federal use Savantage takes pride in its service excellence
Sehlke Consulting LLCBOOTH 200www sehlkeconsulting com
Founded in 2011 Sehlke Consulting is a Service-Disabled Veteran-Owned Small Business and Historically Underutilized Business Zone (HUBZone) firm based in Arlington Va We provide comprehensive leading solutions in Financial Management Acquisition Management Logistics and Supply Chain Management and National Security amp Defense Programs
TeraThink CorporationBOOTH 400www terathink com
TeraThink takes pride in the outstanding reputation we have earned over the past 15 years for delivering superior results to federal customers With expertise in agile development enterprise application technologies financial services and cloud solutions our delivery platform brings exceptional scale and value to support customersrsquo transformation business automation and mission-related goals Visit our booth and wwwTeraThinkcom for more information
TFC Consulting IncBOOTH 409www tfcci net
A licensed CPA firm Small Disadvantaged Business and ISO 9001_2015-certified enterprise TFC is the trusted partner of federal agencies facing complex financial management challenges Now celebrating 15 years of success and excellence in assisting clients TFC develops and implements comprehensive solutions to improve financial management environments and achieve operational efficiency
US Army Financial Management CommandBOOTH 802www facebook comUSAFMCOM
US Army Financial Management Command is responsible for the delivery of Army-wide Financial Management (FM) functions including Enterprise Resource Planning systems support audit and compliance support financial operations support and ERP business process standardization support and for providing operational oversight of Army field FM activities
Williams AdleyBOOTH 301
See write-up on page 43
Note The contents of this exhibitor list were compiled from information supplied by exhibitors While every effort has been made to ensure contents are correct AGA is unable to accept liability for errors or omissions or for any claims made by exhibitors
52 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AGA PDT 2018 | ORLANDO 53
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AIG Assistant Inspector GeneralAssoc AssociateAsst AssistantBus BusinessCEO Chief Executive OfficerCFO Chief Financial OfficerCIO Chief Information OfficerCo CountyComm CommitteeCOO Chief Operating OfficerCPAG Corporate Partner Advisory GroupDep DeputyDept DepartmentDev DevelopmentDir DirectorDiv DivisionEduc EducationERM Enterprise Risk ManagementExec ExecutiveFed FederalFM Financial ManagementGM General Manager Govt Government
Fields of Study See page 4 for list of Fields of Study
AOC Architect of the CapitolAOUSC Administrative Office of the
US CourtsCommerce US Department of CommerceDHHS US Department of Health
and Human ServicesDHS US Department of
Homeland SecurityDLA Defense Logistics AgencyDoD US Department of DefenseDoE US Department of EnergyDOI US Department of the InteriorDOJ US Department of JusticeDoS US Department of StateFASAB Federal Accounting Standards
Advisory BoardFiscal Service Bureau of the Fiscal ServiceFIT Office of Financial Innovation
and TransformationFMSB Financial Management Standards
BoardFTA Federal Transit Administration
HR Human ResourcesIG Inspector GeneralIT Information TechnologyMgmt ManagementMgr ManagerNatrsquol NationalOfc OfficePNP AGA Past National
PresidentPNT AGA Past National
TreasurerRPA Robotic Process
AutomationRVP Regional Vice PresidentSecrsquoy SecretarySME Subject Matter Expert Sr SeniorSvc ServiceSVP Senior Vice PresidentTech TechnicalUniv UniversityVP Vice President
GAO Government Accountability OfficeGASB Government Accounting Standards
BoardGSA US General Services
AdministrationHUD US Department of Housing
and Urban DevelopmentIRS Internal Revenue ServiceNASA National Aeronautics and Space
AdministrationNSF National Science FoundationOCFO Office of the Chief Financial OfficerOIG Office of Inspector GeneralOMB Office of Management and BudgetSBA Small Business AdministrationTreasury US Department of the TreasuryUSAID US Agency for International
DevelopmentUSDA US Department of AgricultureUSPTO US Patent and Trademark OfficeVA US Department of
Veteran Affairs
54 AGACGFM | PDT18
Glossary
MAIN CONVENTION CENTERSINGLE-LEVEL
REGISTRATION
CYBER LOUNGE
EX
HIB
IT H
ALL
PLENARY S
ESSIO
NS
AGA PDT 2018 | ORLANDO 55
Convention Center Floor Plans
圀䔀 䰀䤀匀吀䔀一 簀 圀䔀 䤀一一伀嘀䄀吀䔀 簀 圀䔀 䐀䔀䰀䤀嘀䔀刀
吀愀猀栀甀 吀爀椀瘀攀搀椀Ⰰ 倀爀攀猀椀搀攀渀琀䌀䔀伀 㜀㤀㐀 漀爀 琀琀爀椀瘀攀搀椀䀀琀昀挀挀椀渀攀琀
嘀椀猀椀琀 漀甀爀 眀攀戀猀椀琀攀 愀琀 眀眀眀琀昀挀挀椀渀攀琀
䘀漀爀 洀漀爀攀 椀渀昀漀爀洀愀琀椀漀渀 挀漀渀琀愀挀琀 吀䘀䌀
椀猀 琀栀攀 琀爀甀猀琀攀搀 瀀愀爀琀渀攀爀 昀漀爀 昀攀搀攀爀愀氀 愀最攀渀挀椀攀猀 琀栀愀琀愀爀攀 昀愀挀椀渀最 挀漀洀瀀氀攀砀 ǻ渀愀渀挀椀愀氀 洀愀渀愀最攀洀攀渀琀 挀栀愀氀氀攀渀最攀猀
吀䘀䌀 䌀漀渀猀甀氀琀椀渀最 䤀渀挀
뜀뜀
뜀뜀뜀뜀
䔀渀琀攀爀瀀爀椀猀攀 刀椀猀欀 䤀渀琀攀爀渀愀氀䌀漀渀琀爀漀氀猀 䄀搀瘀椀猀漀爀礀䤀洀瀀爀漀瀀攀爀 倀愀礀洀攀渀琀猀䴀攀愀猀甀爀攀洀攀渀琀 刀攀洀攀搀椀愀琀椀漀渀䘀椀渀愀渀挀椀愀氀 刀攀瀀漀爀琀椀渀最 䄀䄀挀挀漀甀渀琀椀渀最 伀瀀攀爀愀琀椀漀渀猀䘀椀渀愀渀挀椀愀氀 匀琀愀琀攀洀攀渀琀 䌀漀洀瀀氀椀愀渀挀攀 䄀甀搀椀琀䐀愀琀愀 䄀渀愀氀礀琀椀挀猀 伀瀀琀椀洀椀稀愀琀椀漀渀䤀吀 匀攀挀甀爀椀琀礀 刀攀瘀椀攀眀 䄀猀猀攀猀猀洀攀渀琀
伀甀爀 瘀愀氀甀攀ⴀ愀搀搀攀搀 猀攀爀瘀椀挀攀猀㨀
圀栀愀琀猀 礀漀甀爀 渀攀砀琀 洀漀瘀攀㼀
䴀愀渀礀 瀀愀琀栀猀Ⰰ 漀渀攀 挀漀爀爀攀挀琀 爀漀甀琀攀 䘀漀氀氀漀眀 吀䘀䌀 愀氀漀渀最 琀栀攀 爀漀甀琀攀 琀漀 猀甀挀挀攀猀猀 䘀椀爀猀琀 琀栀愀琀 挀漀爀爀攀挀琀氀礀
挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀
4 ndash 515 pm
M120 Audit Tips for Federal Disaster Response EffortsCANARY 3-4 | FOS AUDG
Hear about lessons learned and advice for auditing federal disasters The panel will discuss prior audit findings recom-mendations and tips from previous audits Attendees will also learn insights from Emergency Management Oversight Teams
M Steve Rickrode Dep Asst IG for Audit USDAndashOIG
M121 Financial Audits or Performance AuditsCANARY 1-2 | FOS AUDG
Financial audits have been the backbone of audit shops in state and local government Recently though some of these organi-zations have redirected their efforts into performance audits to give legislators more information on how agencies are meeting their missions This session will explore the differences and similarities between these two audit models and which one could best serve your organization
M Gerry Boaz Tech Mgr TN Div of State Audit
M122 March of the Robots mdash Join the ParadeCRYSTAL H | FOS IT
Software robots or ldquobotsrdquo operate like humans and our understanding of them continue to rapidly evolve During this session the panel will explore experiences of three organizations now implementing intelligent automation solutions
M Kirke Everson Managing Dir KPMG
M123 Moving Federal Financials to the Cloud Two Case StudiesROOM CRYSTAL K-L | FOS IT
Remaining status quo when it comes to financial management systems can cost your agency time and money Join this session to hear from agencies who have eliminated barriers towards growth and moved their agencyrsquos financial management systems to a secure compliant agile and forward-thinking model
M John Nemoto VP Hybrid IT CGI Federal
M124 Swamped and Overwhelmed How to Cope with Data Overload CRYSTAL A-B | FOS MGMT
Agencies have amassed large volumes of data about business operations services and customers Few agencies though have fully tapped this resource to measure and improve performance This panel describes how data can better support federal agency performance management efforts
M Kris Naleszkiewicz Sr MgrndashFinance Analytics Lead Accenture Federal Services
M125 Leadership Gold NuggetsCRYSTAL M-Q | FOS PD
Participants will learn ldquogold nuggetsrdquo of leadership wisdom accumulated during decades of studying practicing and teaching leadership This session will include a panel discussion of these leadership fundamentals and their application in a variety of professional accountability careers
M Paul Barrett Professor Longwood Univ
AGA PDT 2018 | ORLANDO 19
Monday mdash AgendaGlossary on page 54Check PDT app for speakers
M126 What Caused My Risk GRAND 12-14 | FOS STAT
Root cause analysis is often a forgotten element of resolving issues because the focus tends to be more on correcting the issue than evaluating the cause This session will feature this proactive approach to problem resolution to help prevent issues from happening in the future
M Kenneth Donohue Former HUD IG
M127 Ethics in the WorkplaceCRYSTAL C-F | FOS BETH
This session will cover the components of ethical behavior as well as the need to maintain an ethical environment in the workplace Participants will learn tips and techniques to create and maintain an environment that is ethical and conducive to the mission of the organization
M Marsi Woody Financial Exec Officer Idaho State Police
M128 Citizen-Centric Reporting mdash Turning Data Into InformationGRAND 9-11 | FOS ACCG
Hear how AGArsquos Citizen-Centric Reporting (CCR) can be used as an electronic portal to an agency See examples of how agencies have taken enormous amounts of data found on government websites and turned it into pages of focused and easy to read information for the consumer and citizen
M John Lynskey Controller NSF
515 ndash 630 pm
Monday Event with ExhibitorsROYALSABALSAGO
20 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
Health and Dental benefits designed exclusively for federal employees retirees and their families
We stand by you
gehahealth
gehacom
8008216136
OR-ADS-0318-004
Health and Dental benefits designed exclusively for federal employees retirees and their families
We stand by you
gehahealth
gehacom
8008216136
OR-ADS-0318-004
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
See description on page 14
630 am ndash 4 pm
Registration Open
7 ndash 8 am
Continental Breakfast with ExhibitorsROYALSABALSAGO
8 ndash 915 am
T100 Plenary Session Leading from Any SeatCYPRESS BALLROOM | FOS PD
With real-world stories and insights from in and out of the cockpit Shannon Huffman Polson offers tangible leadership lessons for you to seek out your own targets and incorporate them into your own profession By examining leadership and situational challenges Shannon empowers others to lead and thrive in any dynamic environment
Shannon Huffman Polson Former US Army Captain and Pilot
M Doug Glenn AGA Immediate PNP
930 ndash 1020 am
T101 A Future Financial Reporting ModelCRYSTAL M-Q | FOS ACCG
Data and tools exist to provide consumable financial data to internal and external users by providing multiple ways of finding answers What if the data and tools were integrated into a digital model Join this session to learn how digitized data can reinvigorate the way we communicate and interact with financial information
M Tasha Austin Sr Mgr Deloitte
T102 Emerging Issues in State Government AccountabilityCRYSTAL C-F | FOS FIN
States often face many demands on their operation mdash coming from both a local and federal level This session will explore how two states are dealing with these pressures and what the future balancing act of demands looks like for them
M Melinda Miguel Dep IG AOC
T103 Leveraging Data Analytics Transforming Data Into Better DecisionsCRYSTAL H | FOS AUD
As data analytics become more commonplace in government agencies can leverage analytics tools to make better decisions and improve the effectiveness and efficiency of their programs This session will explore how analytics can be used to enhance decision-making
M Shivendra Verma Principal Grant Thornton LLP
PDT18 Follow us
AGACGFM
22 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T104 Implementing the Revised OMB Circular A-123 Appendix ACANARY 1-2 | FOS AUDG
This session will focus on the newly released revision to OMB Circular A-123 Appendix A Hear about the renewed focus on data quality planning as well as flexibilities provided around agency control activities
M David Zavada Sr Partner Kearney amp Company
T105 What Are Subrecipients Doing with Your MoneyGRAND 9-11 | FOS BMO
During this session attendees will hear what a subrecipient monitoring program should include
M Nasr Fahmy Asst Dir for Financial Assistance Oversight DHSOCFOFinancial Assistance Policy and Oversight
T106 Letrsquos Get Uncomfortable and Talk About Sexual HarassmentCANARY 3-4 | FOS HR
Victims of sexual harassment are speaking up and the alleged harassers are being exposed Join this important and timely session to learn what you can do to prevent sexual harassment in your workplace and create a safer work environment
M Karen Wilson Principal Public Sector Practice Guidehouse
T107 Hey Bot mdash What Can You Do for MeCRYSTAL K-L | FOS IT
Robotic Process Automation (RPA) has found its way into the government This session will discuss how federal agencies are currently using RPA and the potential for leveraging cognitive automation and artificial intelligence as the next steps in the intelligent automation process
M Adam Goldberg Exec Architect Fiscal Service
T108 Next Generation ERP Systems for Federal AgenciesGRAND 12-14 | FOS MGMT
This panel will examine ldquowhatrsquos nextrdquo for ERP systems at a time when many federal agencies need to modernize their financial systems This session will debate on-premise vs cloud single vendor vs best of breed agency owned and maintained vs shared services and outsourced support
M James Harris Finance and Enterprise Performance ndash Sr Mgr Accenture Federal Services
T109 Managing Large Complex Federally Funded Grants and ContractsCRYSTAL A-B | FOS SK
Increased scrutiny of large complex grants and contracts require agencies better assess their project risks develop mitigation strategies and monitor outcomes This session covers approaches to manage civilian and military construction projects measure earned-value and improve outcomes
M Bert Nuehring Partner Crowe LLP
AGA PDT 2018 | ORLANDO 23
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
930 ndash 11 am
Professional Ethics Board MeetingWASHINGTON
1020 ndash 11 am
Coffee Break with ExhibitorsROYALSABALSAGO
11 ndash 1150 am
T110 Innovations in Public PerformanceCRYSTAL K-L | FOS ACCG
Not surprisingly citizens want to know what they are getting for their tax dollars Panelists will discuss the performance measures and innovative techniques for engaging citizens developed by governments to help inform taxpayers
M Shivendra Verma Principal Grant Thornton LLP
T111 Setting the Foundation for TransparencyCRYSTAL A-B | FOS ACCG
This is a discussion of lessons learned from the first year of the DATA Act and next steps to improving transparency This session will discuss one agencyrsquos approach to successfully implementing the Act and next steps to improving its results
M Robert Shope Partner EY
T112 Federal Financial Audit Approach AlternativesGRAND 12-14 | FOS AUD
This session will share ideas identified by a federal CFO council workgroup to improve the nexus of costs benefits risks and burdens of the Agency Financial Report audit process
M Scott Bell Sr Staff Accountant Treasury
T113 How to Integrate Non-financial and Financial ReportingCRYSTAL M-Q | FOS AUDG
Explore how agencies leverage internal control over financial reporting organization structure knowledge and tools to address non-financial internal control requirements
M Jon Rymer Dir Lynch Consultants LLC
T114 Go Green From Overhead to Higher Training BudgetsCANARY 1-2 | FOS FIN
This session will discuss ways a department agency or business can decrease costs and allocate more resources towards employee training and professional development
M Chidilim Okonkno Systems Accountant NASA
T115 Where Did My Data Go and Why Should I CareCRYSTAL C-F | FOS IT
How have breaches and data disclosure incidents affected organizations from an economic and reputational perspective This session will discuss the impact of ransomware and other malicious attacks that restrict access to modify or delete your data
M Sarah Mirzakhani IT Principal CliftonLarsonAllen LLP
24 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T116 Application of Emotional IntelligenceCRYSTAL H | FOS PD
Everyone has dealt with ldquodifficultrdquo co-workers and individuals This session will explore how to handle different types of personalities by growing your own emotional intelligence
M Megan Gaillard Dir of Audit Palm Beach Co ndash OIG
T117 CFO SurveyGRAND 9-11 | FOS ACCG
This yearrsquos AGA CFO survey focuses on the tools and processes needed to help agencies address current budgetary challenges and mandates Join this session to hear the results of the online and in-person survey and discuss the findings with a panel of current and former CFOs
M Jim Taylor Managing Dir Grant Thornton LLP
copy 2018 Becker Professional Education Corporation All rights reserved
The knowledge you need to help prepare you for the next level of success
Becker Continuing Professional Education
Whether yoursquore a CPA CGFM CDFM DoD FMCIA CFE CMA or need GAGAS Becker offers Continuing Professional Education (CPE) tohelp meet your needs
With Becker CPE your accounting audit and fi nance professionals receive the timelyand relevant knowledge needed to help themstay ahead
Take advantage of our Subscription Program for unlimited use of Beckerrsquos CPE
+ Special rate forGovernment Agencies
+ Live Webcast and OnDemand formats(24x7 access)
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For more details on this program please visit agacgfmorgonlineCPE or contact John Gioeli at jgioelibeckercom
AGA PDT 2018 | ORLANDO 25
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T118 Letrsquos Get Uncomfortable and Talk About Sexual Harassment (repeat session)CANARY 3-4 | FOS HR
See description on page 23
M Karen Wilson Principal Public Sector Practice Guidehouse
1150 am ndash 1250 pm
Luncheon and Awards CeremonyCYPRESS BALLROOM See page 41
105 ndash 220 pm
T119 Certified Government Financial Manager (CGFM)CRYSTAL A-B | FOS PD
Discover the value of the CGFM designation Participants will hear from colleagues on why they pursued this certification and how it has helped advance their careers and distinguish them from others in their field You will also learn tips for preparing for the three CGFM exams
M Katya Silver Dir of Professional Certification AGA
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
T120 Leadership Ethics and Decision Making in Early AuditsCRYSTAL K-L | FOS BETH
Everyone is faced with various levels of ethical dilemmas at work and leadership can often create a culture that promotes unethical behavior without realizing the consequences Join this session to explore how ethics are integral to the behavior of employees and the impact of the behavior on early audits
M Robert Hart Sr Mgr EY
T121 Disrupting Improper PaymentsCRYSTAL H | FOS IT
Preventing improper payments is a government-wide challenge Join this session to learn how to make significant improvements and leverage disruptive technology to promote data sharing recipient authentication and encourage stakeholder collaboration Panelists will share best practices and explore ways to address root causes
M Steven Bernstein Exec Dir Electronic Payments Product Exec JP Morgan Treasury Svcs
T122 Fraud in Federal Assistance ProgramsCRYSTAL C-F | FOS AUDG
This session will give attendees an in-depth look at how fraud in federal programs was handled by state agencies federal grantors and state prosecutors This topic will explore case studies on the Summer Food Service Program and the Child and Adult Care Food Program
M Jeff Hart AGA PNP
Like us on
26 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T123 AGArsquos Grant Survey Improving Grantee ComplianceGRAND 12-14 | FOS MGMT
Recognizing challenges with grantee compliance AGA conducted a nationwide survey of federal grant recipients on implementation issues related to the Uniform Guidance (2 CFR 200) This session will focus on strategies and activities to address the most troubling areas identified by respondents
M James McKay Principal SME Grants Management Line of Business KGS
T124 Agency Risk Profile Lessons Learned and ValueCANARY 1-2 | FOS MGMT
This session will focus on agenciesrsquo experience from their A-123 Risk Profile definition process This session will include discussion of lessons learned outcomes achieved and value created
M Daniella Datskovska Dir ERM and Internal Control TFC Consulting Inc
Helping you succeed is ours Learn more at KPMGcomusfederal
Anticipate tomorrow Deliver today
copy 2017 KPMG LLP a Delaware limited liability partnership and the US member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (ldquoKPMG Internationalrdquo) a Swiss entity Some of the services or offerings provided by KPMG LLP are not permissible for its audit clients or affiliates NDPPS 677263
Your business is serving the public
AGA PDT 2018 | ORLANDO 27
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T125 Conflict in the Workplace Surviving and ResolvingCRYSTAL M-Q | FOS PD
Explore the types and causes of conflict in the workplace Participants will learn how to handle and manage conflict in the workplace Experts will share techniques for dealing with co-workers supervisors and staff in various situations involving both positive and negative conflicts
M Peggy Javery Acting Assoc CFO USDA
T126 FASAB Update Leases and More to ComeCANARY 3-4 | FOS ACCG
Hear from FASAB staff about recently-issued standards open proposals and proposals under development FASAB staff will discuss implementation of the new standards Additionally insights regarding new developments will be shared along with tips to help you prepare
M Wendy Payne Exec Dir FASAB
105 ndash 325 pm
EXEC2 AGA Digital Executive Session (invitation only)GRAND 9-11 | FOS IT
Learn about emerging technologies that may soon change the way you support your organizationrsquos mission Understand priorities challenges issues and opportunities from government leaders Engage in a highly interactive and engaging discussion on the latest strategies for digital transformation and exchange ideas and solutions with colleagues that you can bring back to your organization
M Kevin Greer VP CGI Federal
235 ndash 325 pm
T127 Medicaid The Elephant in the RoomCANARY 3-4 | FOS ACCG
Medicaid is a critical service in the lives of millions of Americans It is also a major expense for both federal and state entities This session will explore the ways that federal managers and state auditors are collaborating to make sure that these allocated dollars are spent wisely
M Kinney Poynter Exec Dir NASACT
T128 Path to Auditability Implementing New FASAB StandardsCANARY 1-2 | FOS ACCG
This session will provide an understanding of SFFAS 48 Opening Balances for Inventory Operating Materials and Supplies Stockpile and SFFAS 50 Establishing Open Balances for General Property Plant and Equipment and discuss tips for successful implementation Additionally participants will hear about implementing the standards mdash including the pitfalls and best practices for success
M Eveka Rodriguez Partner Grant Thornton LLP
T129 Data Analytics for FraudCRYSTAL A-B | FOS AUDG
Proactive data monitoring and use of data analytics can prevent your entity from being subject to a public fraud This session will show attendees how proactive data analysis techniques and tools can save money prevent bad publicity and detect fraud faster with fewer resources
M Sarah Hays Programming Dir Data Coalition
28 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T130 Planning for Federal Funding DecreasesCRYSTAL C-F | FOS FIN
State and local governments federal funding sources are always in flux This session will feature a panel of state and local government leaders discussing what plans they have in place in the event of a reduction of federal funds
M Lealan Miller AGA FMSB Chair
T131 My Data Was Just BreachedCRYSTAL K-L | FOS IT
Access to data is key to effective analytics However with recent data breaches security standards around data transfer and storage have tightened This session discusses steps to follow to ensure secure handling of data in analytics programs
M Phil Magrogan COO Immersion Consulting
MAKES A DIFFERENCE
Find the six dierences in the two photos Present at booth 202 for your prize
2677 Prosperity Avenue Suite 100 Fairfax Virginia 22031 wwwkforcegovcom Kforce_govKGS
RISKMANAGEMENT
COMPLIANCE ampAUDIT SERVICES
GRANTSMANAGEMENT
FINANCIALIMPROVEMENT
FINANCIALTECHNOLOGY
AGA PDT 2018 | ORLANDO 29
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T132 Communicating Effectively Skills and TechniquesCRYSTAL M-Q | FOS COMS
Improve your communication skills with colleagues customers supervisors and staff mdash and learn how to adjust styles based on with whom you communicate verbally vocally and visually This interactive session will address the needs concerns and frustrations of communicating effectively in todayrsquos workplace
M Dave LeBlanc SVP-at-Large AGA
T133 The Presidentrsquos Management Agenda and the Uniform GuidanceCRYSTAL C-F | FOS MGMT
The Presidentrsquos Management Agenda (PMA) was released in March 2018 This session will discuss the PMA Cross Agency Priority (CAP) Goal 8 Results-Oriented Accountability for Grants This session will also discuss the connectivity between OMBrsquos Uniform Guidance the PMA and the future vision for the world of grants
M Charles Hester InstructorConsultant AGA RVPndashWest Coast Region
325 ndash 405 pm
Coffee Break with ExhibitorsROYALSABALSAGO
330 ndash 545 pm
Young Professionals RoundtableMIAMI | FOS PD
Hear what accomplished leaders deem essential success factors for young professionals in todayrsquos ever-changing and challenging government financial management environment Interactive QampA will focus on leadership networking communication mentorship advancement and change management Speed networking session immediately follows for participants
405 ndash 455 pm
T134 Uniform Guidance Year Three mdash What You Still Donrsquot KnowCANARY 1-2 | FOS AUDG
The Uniform Guidance has been in effect for more than three years yet there are still several aspects to implement This presentation will explore those topics as well as best practices identified over the past three years
M Lealan Miller AGA FMSB Chair
T135 Protect Taxpayer DollarsGRAND 12-14 | FOS AUDG
Government vendors have larger and more contractual requirements which can lead to greater need for vendor audits Join this session to explore how vendors are audited to make sure they provide the government with the full set of contracted services and ultimately protect taxpayer dollars
M Kim Farington CFO FirstNetHave session ideas
for PDT 2019Join the PDT technical
committee email meetingsagacgfmorg
30 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
ARE YOU READY
cohnreznickcomindustriespublic-sector
CohnReznick helps forward-thinking public sector organizations address stringent regulatory requirements strengthen risk managementand achieve their business goals
Visit Us at Booth 302
T136 Improving Federal Government Employee MoraleCRYSTAL M-Q | FOS HR
What resources are available in the federal government structure to keep employees engaged and satisfied Are there things that the finance community can and should be doing to support employee morale in their agencies This session will explore how government offices can make changes that can result in higher productivity and employee engagement
M Anthony Scardino Dep Under Secrsquoy and Dep Dir USPTO
T137 Process Robotics Building Finance Bots LIVECRYSTAL A-B | FOS IT
Hear from digital labor experts about how operations improvements with robotics and cognitive solutions can drive greater efficiency cost management and employee morale This session will also feature a live demo of digital labor currently in action at a federal agency
M Chris Huff US Public Sector RPA Lead Deloitte Consulting LLP
AGA PDT 2018 | ORLANDO 31
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T138 Be Our Guest Magical Service for Finance CustomersCRYSTAL C-F | FOS MGMT
Disney has legendary customer service Hear about the practices taught by the Disney Institute and learn how you can deliver world-class financial accounting and audit services in your own organization
M Reed Waller Asst Dir Financial Management Initiatives Group DOJ
T139 Next Generation Leaders New Skills and New NeedsCRYSTAL H | FOS PD
Much has been discussed about millennials in the workplace but what are the keys to building the younger generation into effective leaders This session will explore how their immersion in technology gives them strengths and challenges when taking on new responsibilities as leaders in the federal workplace
M Doreen Shute Managing Principal CliftonLarsonAllen LLP
T140 Program Evaluation mdash Letrsquos Tell the TruthCRYSTAL K-L | FOS MGMT
This session will discuss the benefits of conducting program evaluations to determine program effectiveness support data analyses and make informed budget decisions Hear from federal state and local representatives who have conducted program evaluations and learn how the results were used
M Robert Tuccillo CFO Federal Transit Administration
T141 Look No Further Intergovernmental Job Aids to the RescueGRAND 9-11 | FOS ACCG
Learn about available tools guides and job aids for all levels of government developed by AGArsquos Intergovernmental Partnership (IP) program During this session government leaders will showcase tools and other resources available on AGArsquos website (wwwagacgfmorgtools-resources)
M Clark Partridge State Controller AZ
405 ndash 530 pm
Corporate Partner Advisory Group (CPAG) MeetingNEW ORLEANS
CPAG representatives and those from organizations interested in joining the program are invited to participate in this annual business meeting This meeting is an excellent opportunity to network with other corporate partner representatives and learn how to maximize your organizationrsquos partnership with AGA
8 ndash 10 pm
AGA Networking ReceptionMARRIOTT HOTEL LOBBY BAR
Join us for some after-dinner networking and socializing
32 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
See description on page 14
630 am ndash 4 pm
Registration Open
715 ndash 815 am
National Awards BreakfastCYPRESS BALLROOM
820 ndash 910 am
W100 Plenary Session OMBTreasuryDoD UpdateCYPRESS BALLROOM | FOS ACCG
David Lebryk Fiscal Asst Secrsquoy Treasury
David Norquist Under Secrsquoy of Defense (Comptroller) CFO DoD
Tim Soltis Dep Controller OMB
M Ann Ebberts CEO AGA
910 ndash 10 am
W101 Plenary Session Innovate the Way You InnovateCYPRESS BALLROOM | FOS PD
Learn how to create a culture of innovation within your organization Mr Shapiro will highlight how to use a challenge-centered approach to measure innovation the process of experimentation and how to maximize return on investments
Stephen Shapiro Innovation Expert
10 ndash 1030 am
Coffee BreakCRYSTAL FOYER
1030 ndash 1145 am
W102 One on One with GASB mdash An UpdateGRAND 9-11 | FOS ACCG
Meet with members of the GASB to receive the most up-to-date information regarding GASB standards exposure drafts and other projects that affect governments and their auditors
M Lealan Miller AGA FMSB Chair
W103 DoD Audit UpdateCANARY 1-2 | FOS AUD
This session will focus on the major audit and financial improvement activities underway across DoD
M Bryan Nelms Principal Kearney amp Company
W104 Understanding and Using the New Service Organization Control ReportsCANARY 3-4 | FOS AUDG
This session will discuss the significant changes underlying the new service organization control reports issued under AT-C 320 (formerly SSAE 16)
M Asif Khan Dir FM and Assurance GAO
W105 Managing in the Changing Workplace EnvironmentCRYSTAL A-B | FOS HR
Hear about the techniques and tools available to managers to maintain a team-building environment with a significant number of employees teleworking
M Thalia Melendez Dir of Audit Svcs NY State Educ Dept
AGA PDT 2018 | ORLANDO 33
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W106 Data All Around Us mdash CFOrsquos Move to a New NormalCRYSTAL M-Q | FOS IT
Advanced data analytics have turned data into powerful insights to manage programs and enhance the citizen experience as never before This session will explore how the availability of data is changing the role of the CFO
M Jorge Asef-Sargent Partner KPMG LLP
W107 How Emerging Technologies Will Transform Payments and CollectionsCRYSTAL K-L | FOS IT
Payments and collections are fertile ground for emerging technologies Artificial intelligence robotics Blockchain big data and the continued digitization of commerce will continue to transform payments and collections Panelists will share their futurist views of the payments and collections landscape
M Joe Hussey Managing Dir JP Morgan Treasury Services
W108 Cloud Enterprise Reporting mdash The FIRST FrontierCRYSTAL C-F | FOS IT
This session will explore cloud enterprise reporting Attendees will learn how to utilize the cloud to streamline external reporting by ingestion data centrally and then maximizing the utility of data to enhance integrity and inform management decisions
M Demek Adams Principal Grant Thornton LLP
W109 Annual Womenrsquos Forum Leading in Life and CareerCRYSTAL H | FOS PD
Empowered women are a cornerstone of effective government and a more competitive federal state and local workforce of the future Join this powerful annual convening of women leaders in accounting finance and technology as they discuss their journey and careers with high-impact and meaning
M Tracey Walker Natrsquol Dir Govt Affairs Culture Diversity and Inclusion RSM US LLP
W110 Federal Financial Standards Will We Get ThereGRAND 12-14 | FOS ACCG
Department of the Treasuryrsquos Office of Financial Innovation and Transformation (FIT) is defining federal financial standard references to promote innovation a common knowledge base and processes to improve interoperability of federal systems Join this session for an update on FITrsquos work and the expected benefits of this initiative
M Marshall Henry FM Program Manager Treasury Fiscal Service
1145 am ndash 1245 pm
National Awards LuncheonCYPRESS BALLROOM
1 ndash 2 pm
Financial Management Standards Board MeetingWASHINGTON
34 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1 ndash 215 pm
W111 Conducting Effective Assessments of Internal ControlsCRYSTAL K-L | FOS ACCG
This session will introduce participants to key concepts issues and standards necessary to design and implement policies to achieve the organizationrsquos objectives
M Sefton Boyars ConsultantTrainer Sefton Boyars CGFM CPA
W112 New Fraud Fighters Cryptocurrencies Blockchain and Secure TransactionsCRYSTAL C-F | FOS AUD
Government is inherently a transactional business From deeds to disbursements the quantity of documents governments maintain on paper and digital image continues to grow Criminals are abusing the current processes to commit fraud at an increasing rate Learn how you can use Blockchain to disrupt and combat fraud
M Jay Schulman Principal RSM US LLP
W113 Data Visualization mdash Using Geographic Information Systems as an Audit ToolGRAND 9-11 | FOS AUDG
Geographic Information Systems (GIS) are increasingly being utilized as a tool to present audit information Learn from experts on how recipients of government services using GIS provides a wealth of audit opportunities
M Gwendolyn Sewell Chief Mission Compliance and Audit ReadinessAccounting Air Force
W114 Finance 2020 Embracing the Changes to ComeCRYSTAL A-B | FOS MGMT
What is the role of CFOs and senior finance staff in this rapidly changing digital world This session will explore the evolution in the field from an expense control spreadsheet-driven and retrospective reporting center into a predictive analytics powerhouse
M Scott Quehl Sr Principal Accenture Federal Services
W115 Quality Management ConfrontationGRAND 12-14 | FOS MGMT
How do you optimize resources and maximize efficiency Join our panel of experts as they discuss various topics in performance management and answer questions such as ldquoHow is quality management implemented throughout an organizationrdquo and ldquoHow do you view and plan around resource allocationrdquo
M Wayne Ference Partner Castro amp Company LLC
W116 Enterprise Risk Management Stories from the Front LinesCRYSTAL H | FOS MGMT
For the past two years agencies have been working to implement the changes made to OMB A-123 This session will feature feedback from agency risk officers on whether ERM is living up to expectations
M Tom Carroll CFO AOC
AGA PDT 2018 | ORLANDO 35
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W117 Leadership Keys to SuccessCRYSTAL M-Q | FOS PD
Gain perspective from a senior leader in government about how you can make a difference in your organization This entertaining session will cover how to develop people build trust cultivate relationships and communicate more effectively Leadership is possible at any level of government
M Mary Peterman Dep Chief Finance and Procurement AOUSC
W118 Building an Optimal Analytics-Driven Program Integrity OfficeCANARY 1-2 | FOS MGMT
With the passage of the Fraud Reduction and DATA Act agencies are under increased pressure to have effective program integrity offices that leverage data analytics and focus on outcomes Hear best practices found from a comprehensive pilot project conducted at the VA
M Linda Miller Dir Grant Thornton LLP
W119 Competencies The Thread that BindsCANARY 3-4 | FOS HR
DoD like other agencies is required by law to develop functional competencies to use in strategic workforce planning The DoD FM community developed 24 enterprise-wide FM competencies Learn how these competencies serve as the thread which binds the FM workforce development portfolio into a coherent strategic plan which guides career development
M Jansen Sauvageau SVP PNC Bank
230 ndash 3 pm
AGA National President Gavel ExchangeCYPRESS BALLROOM
3 ndash 4 pm
W120 Closing Plenary Session Shift Your Brilliance Leading Amidst UncertaintyCYPRESS BALLROOM | FOS PD
This session will teach participants how to solve problems get out of the past and think like a leader of the future You will develop an enhanced sense of perspective understand where you shine and learn how to lead without a title to create effective change
Simon Bailey Author amp Inspirational Coach
M John Lynskey AGA 2018ndash2019 National President
6 ndash 11 pm
Presidentrsquos Appreciation ReceptionROYALSABALSAGO
Join us as we celebrate and thank 2017ndash2018 AGA National President Jim Arnette for his service and contributions to AGA and the financial management community
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
36 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
AGA PDT 2018 | ORLANDO 37
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
Please join us in thanking our sponsors for their generous support of AGArsquos 2018 Professional Development Training
PLATINUM SPONSORS
Accenture Federal ServicesVIRTUAL EXPERIENCE
Rowan MirandaManaging Dir CFO Advisory Practice Leadrowanamirandaaccenturefederalcomwwwaccenturefederalcom
Accenture Federal Services a wholly owned subsidiary of Accenture LLP is a US company with offices in Arlington Va Accenturersquos federal business has served every cabinet-level department and 30 of the largest federal organizations Accenture Federal Services transforms bold ideas into breakthrough outcomes for clients at defense intelligence public safety civilian and military health organizations
Grant Thornton LLPTOTE BAGS
Robert SheaPrincipal Global Public Sectorrobertsheausgtcomwwwgranthorntoncompublicsector
Grant Thornton LLP the US member firm of Grant Thornton International is one of six global accounting tax and business advisory organizations Our Global Public Sector based in Alexandria Va is a management consulting business providing responsive and innovative financial performance management and systems solutions to governments and international organizations
GOLD SPONSORS
CGIDIGITAL EXECUTIVE SESSION
Kevin GreerVP Mgmt Consulting KevinGreercgifederalcomwwwcgifederalcomusfederal
A global leader in IT business process and professional services CGI partners with federal agencies to provide end-to-end solutions for defense civilian and intelligence missions Since 1976 we have delivered quality services to help clients achieve results at every stage of the program product and business lifecycle
38 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CliftonLarsonAllenBADGE HOLDERS
Doreen ShuteManaging Principal Fed Govt SvcsDoreenShuteCLAconnectcomwwwCLAconnectcom
CLA is a professional services firm delivering integrated advisory outsourcing and public accounting capabilities to help clients succeed professionally and personally Our practice group members are recognized industry experts and established leaders in the government community We focus on active engagement in the industry a sentiment beyond meeting requirements and standards
DeloitteWATER BOTTLESHYDRATION STATIONS
Colin Duncan Managing Dircoduncandeloittecom wwwdeloittecomusfederal
Deloittersquos Government and Public Services practice consists of more than 12000 professionals across the country serving federal state and local government and higher education clients across consulting and advisory functions bring fresh perspective mdash from inside and outside government mdash to help solve our nationrsquos biggest challenges We bring insights from our client experience and research to drive bold and lasting results People Ideas Technology and Outcomes mdash all Designed for Impact
EYAGA EXECUTIVE SESSION
Bill ColbertPartner PI Financebillcolberteycomwwweycomgovpublicsector
The Government and Public Sector practice of Ernst amp Young LLP provides a full range of consulting and audit services leveraging our experience with both government and commercial clients We deliver real change and measurable results through our diverse high-performing teams operational know-how from across our global organization and bold ideas tailored to each clientrsquos unique mission
AGA PDT 2018 | ORLANDO 39
GOLD SPONSORS (continued)
GuidehouseMONDAY LUNCHEON
Christina VanecekMarketing Mgrcvanecekguidehousecomwwwguidehousecom
Guidehouse formerly PwC Public Sector provides management technology and risk consulting to clients around the world through more than 1600 professionals in 20 locations Now as Guidehouse we offer the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected
Kearney amp CompanyPHOTO BOOTH
Erika SteiningerPartneresteiningerkearneycocomwwwkearneycocom
Kearney amp Company a CPA and consulting firm exclusively serving the Federal Government takes pride in its ability to assist agencies in meeting business objectives and complying with complex requirements Practice areas include Financial Reporting and Accounting Support Internal ControlsA-123 Financial Services Financial Healthcare Services Advisory Services and Program Management
KPMG LLPHOST COMMITTEE SHIRTS MONDAY BREAKFAST
Diane DudleyPartner-in-Charge Fed Auditddudleykpmgcomwwwkpmgcom
For more than 100 years KPMG LLP has assisted the government in the civilian defense and intelligence sectors Today we help these organizations adapt to new environments by working with them to transform business models leverage data protect information assets and provide assurance services while focusing on their mission
40 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
CPAG Small Business CommitteeTUESDAY LUNCHEON
Dedicated members of AGArsquos Small Business Committee are proud to sponsor the 2018 PDT Tuesday Awards Luncheon Thank you to 2nd Wave Castro amp Co Immersion RMA Associates TFC Consulting Trilogy Federal and Watkins Government Services
Get Inspired During PDTthen submit your best practices to the Journal of Government Financial Management by Sept 1 2018
Learn more and view the 2018ndash2019 editorial calendar at wwwagacgfmorgjournal
SILVER SPONSORS
JP MorganTUESDAY BREAKFAST
Denise PetittaExec DirDenisePetittajpmorgancomwwwjpmorgancom
JP Morgan is a premier corporate and investment bank with a full suite of global financial services and capabilities Our clients include the worldrsquos most important corporations governments financial institutions pensions sovereign wealth organizations states and municipalities we offer strategic advice and deliver banking services in more than 100 countries
AGA PDT 2018 | ORLANDO 41
SILVER SPONSORS (continued)
RSM US LLPPDT APP amp WIFI
Mary GoldsmithFed Bus Dev Dirmarygoldsmithrsmuscomwwwrsmuscom
RSM US LLP provides risk financial and technology management consulting services to the public sector We are an inclusive enterprise and support AGA CPAG and Womenrsquos forum We help federal state and local entities improve performance through a comprehensive understanding of their business models internal processes objectives and daily realities
BRASS SPONSORS
Automation AnywhereSTANDING SIGN
Sharon OrsquoNeillHead of Americas Field Marketingsharononeillautomationanywherecom wwwautomationanywherecom
Automation Anywhere is the global leader in enterprise-grade comprehensive Robotic Process Automation software including Cognitive and real-time analytics Over 1000 of the worldrsquos largest brands use our platform to create and manage their Digital Workforce and scale their business processes faster with near-zero error rates while dramatically reducing operational costs
Crowe LLPTUESDAY AM COFFEE BREAK
Bert NeuhringRisk Consulting Partnerbertnuehringcrowecomwwwcrowecom
Crowe LLP is a public accounting consulting and technology firm with offices around the world Crowe uses its deep industry expertise to provide audit services to public and private entities The firm and its subsidiaries also help clients make smart decisions that lead to lasting value with its tax advisory risk and performance services
42 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
BRASS SPONSORS (continued)
MastercardMONDAY AFTERNOON COFFEE BREAK
MariBeth McCarthyVP Bus Leadermaribeth_mccarthymastercardcomwwwmastercardcom
Mastercard (NYSE MA) is a technology company in the global payments industry We operate the worldrsquos fastest payments-processing network connecting consumers financial institutions merchants governments and businesses in more than 210 countries and territories Mastercardrsquos products and solutions make everyday commerce activities easier more secure and more efficient for everyone
PNC BankDIRECTIONAL SIGNAGE
Lauren GradwellAccount MgrLaurengradwellpnccomwwwpnccomideas
PNC is one of the nationrsquos largest financial services organizations providing retail and business banking residential mortgage banking specialized services for corporations and government entities including corporate banking treasury management real estate finance asset-based lending wealth management and asset management We are focused on delivering ideas insight and solutions to our clients to help them maximize the value of their business
Williams AdleyMONDAY MORNING COFFEE BREAK
Melinda BuckBus Dev Leadmbuckwilliamsadleycomwwwwilliamsadleycom
Williams Adley is one of the countryrsquos premier certified public accounting and management consulting firms Our diverse knowledge backgrounds and subject-matter expertise help a wide variety of government agencies and businesses achieve their financial program and information technology goals
AGA PDT 2018 | ORLANDO 43
MEDIA SPONSORS
Government Matters
John Meyer Managing DirjmeyerGovMatterstv wwwGovMatterstv
Government Matters is a television news program dedicated to providing non-partisan information and analysis to federal managers contractors and those supporting the federal marketplace The program airs weeknights in Washington DC on NewsChannel 8 Sunday Mornings on ABC 7 and worldwide on the American Forces Network (AFN)
GOVERNING
Meg Keller Dir of Marketingmkellergoverningcomwwwgoverningcom
For 25 years GOVERNING has been the only publication dedicated to providing the information insight and inspiration state and local leaders need to govern effectively Subscriptions for most state and local government professionals are free as is attendance at most GOVERNING events
Route Fifty
Hilery Sirpis Publisherhsirpisgovexeccomwwwroutefiftycom
Route Fifty a new digital publication and events brand from Atlantic Mediarsquos Government Executive Media Group connects leaders and ideas advancing state and local governments with news insight and resources It facilitates sharing of best practices and ideas among those creating government programs policies and institutions for the 21st century
44 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Play AGArsquos Exhibitor Hunt and win big prizes
including FREE registration to an
upcoming AGA training event
View CPEs Earned
Visit httpsessions ats-leads comagapdt2018 and enter your badge number to view CPEs earned during PDT
Note Only CPEs earned from previous day(s) can be viewed
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with Accenture
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Service amp Silent
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Kearney amp CoPhoto Booth
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503303
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RelaxationStation
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MAIN
VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
MAINENTRANCE
Stop by PDT 2019 Booth 102
Relax RechargeGet a free massage
46 AGACGFM | PDT18
Exhibit Hall Floor Plan
Exhibitors by Booth Number
Company Name Booth
Infor 100 Bureau of the Fiscal Service 101Audimation Services 104American Society of Military Comptrollers 106Kearney Photo Booth 107Graduate School 108 Sehlke Consulting LLC 200Guidehouse 201Kforce Government Solutions Inc 202mLINQS LLC 203RSM US LLP 207GrantSolutions 209ACL Services Ltd 300Williams Adley 301CohnReznick Government 302AOC Solutions 303CGI Federal 306Virtual Experience with Accenture 307Savantage Solutions 308TeraThink Corporation 400Lynch Consultants LLC 401Interior Business Center 402GEHA 403
Company Name Booth
IFAS LLC 407TFC Consulting Inc 409Grant Thornton LLP 500RMA Associates LLC 501Castro amp Company LLC 503KPMG LLP 506AGA Community Service amp Silent Auction 507Kearney amp Company 600EY 601AGA 607J P Morgan 701FI Consulting 703CliftonLarsonAllen LLP 706MorganFranklin Consulting 707Becker Professional Education 709Management Concepts 800Qlik Tech Inc 801U S Army Financial Management Command 802The MIL Corporation 805Immersion Consulting 806Automation Anywhere 809
ACL Services LtdBOOTH 300wwwaclcom
ACL is a global software company with innovative solutions for public sector professionals to keep processes in check and provide higher levels of assurance through team-based analytic approaches ACLrsquos platform has helped over 250 government offices globally to bolster compliance manage risks and assure effective governance Learn more at our booth and wwwaclcom
AGABOOTH 607wwwagacgfmorg
AGA is the member organization for government financial management professionals We lead and encourage change that benefits our field and all citizens Our networking events professional certification publications and ongoing education help members build skills and advance their careers Learn about our thought-leadership library online tools CGFM designation and more
AGA PDT 2018 | ORLANDO 47
Exhibitor Appreciation AGA Corporate Partner
AGA Community Service amp Silent AuctionBOOTH 507
Buy tickets and bid for great prizes in our silent auction including gift certificates gift baskets sports memorabilia vacations and more Proceeds support AGArsquos National Community Service Fund the American Cancer Society the American Heart Association the Humane Society and Habitat for Humanity Winners posted daily present the winning ticket to claim your prize
AGA New Orleans ChapterBACK OF EXHIBIT HALLwwwagacgfmorgneworleans
Stop by our booth to learn more about New Orleans and plan your trip to PDT 2019 scheduled for July 21ndash24 2019 You might win a free PDT 2019 registration
American Society of Military Comptrollers BOOTH 106wwwasmconlineorg
ASMC is the non-profit educational and professional organization for persons military and civilian in the overall field of military comptrollership ASMC promotes the education and training of its members and supports the development and advancement of the military comptrollership profession The society provides professional programs to keep members abreast of current issues and encour-ages the exchange of information techniques and approaches
AOC SolutionsBOOTH 303wwwaocfederalsolutionscom
AOC Solutions Inc is a Service-Disabled Veteran-Owned Business providing financial management federal accounting audit readiness support and technology services AOC thought leaders are dedicated to helping agencies identify better ways to analyze accounting and financial data for cost reduction and increased efficiency
Audimation ServicesBOOTH 104wwwaudimationcom
Audimation Services Inc is the US distributor of CaseWare IDEAreg a powerful user-friendly data analytics software tool designed to help profes-sionals extend auditing capabilities detect fraud and meet documentation standards We specialize in helping organizations streamline audits simplify data acquisition and improve business processes
Automation Anywhere BOOTH 809
See write-up on page 42
Becker Professional EducationBOOTH 709wwwbeckercom
Do you need CPE for CGFMreg CPA or the new DoD FM Certification Come ask about our Government Family Offer Nearly half a million professionals have advanced their careers through our CPE programs including CPA Exam Review PMPreg Exam Review Cybersecurity Six Sigma and more And be sure to check out our new program for Certified Anti-Money Laundering Specialists (CAMS)
Bureau of the Fiscal ServiceBOOTH 101wwwfiscaltreasurygov
The Bureau of the Fiscal Service serves as a catalyst for transforming the way the federal government manages finances and delivers shared services Our passion is improving financial management and shared service delivery through efficient and effective operations and through guidance and assistance to others
48 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Castro amp Company LLCBOOTH 503www castroco com
Headquartered in Washington DC Castro amp Company is an audit advisory and accounting services CPA firm with a strong federal customer focus We are a Minority-Owned Small Business offering the personalized services of a small firm with the full resources and quality expected from a larger CPA firm
CGI FederalBOOTH 306
See write-up on page 38
CliftonLarsonAllen LLPBOOTH 706
See write-up on page 39
CohnReznick GovernmentBOOTH 302www cohnreznick com
CohnReznick Government provides audit accounting and financial management compliance risk and integrity monitoring program and project management and disaster response and recovery Our comprehensive project management approach provides clients with reliable processes and delivers accounting insights to help government organizations improve communication administer fiscal and operational strategies and meet compliance requirements
EYBOOTH 601
See write-up on page 39
FI ConsultingBOOTH 703www ficonsulting com
FI Consulting develops effective practical solutions to help federal agencies achieve their missions while operating efficiently managing risk and adapting to a changing policy environment We apply our core strengths in Data Analytics Modeling and Technology to gain program performance insight manage risk improve operations and better deliver mission
GEHABOOTH 403www geha com
GEHA provides medical and dental plans through the FEHB and FEDVIP programs for more than 18 million federal employees retirees and their families GEHA members receive year-round vision and hearing benefits plus other discounts For more information please stop by our booth or visit gehacom and gehadentalcom
Graduate SchoolBOOTH 108www graduateschool edu
Graduate School USA provides a wide range of learning opportunities in formats accessible to adult learners everywhere through training continuing education courses executive and leadership development and credit offerings For professionals in the government auditing and financial management community we offer a comprehensive curriculum taught by leading practitioners
Grant Thornton LLPBOOTH 500
See write-up on page 38
AGA PDT 2018 | ORLANDO 49
GrantSolutionsBOOTH 209www grantsolutions gov
GrantSolutions supports Federal agencies throughout the grants lifecycle mdash from pre-award planning through application award and closeout Our service finds solutions for shared mission needs across agencies while incorporating unique business and regulatory processes for grant programs GrantSolutions is an OMB-selected grants business leader providing end-to-end innovative grants management services dedicated to advancing the mission of Federal agencies
GuidehouseBOOTH 201
See write-up on page 40
IFAS LLCBOOTH 407www ifas-llc com
IFAS is an 8(a) Service-Disabled Veteran-Owned Small Business Woman-Owned Small Disadvan-taged Business providing Program Management Business and Finance Operations Integrated Logistics and IT Support Services to meet specific needs of our clients We provide geographically dispersed support available when and where you need us
Immersion ConsultingBOOTH 806www immersioninc com
Immersion Consulting a Service-Disabled Veteran-Owned Small Business headquartered in Annapolis Md provides business management and technology consulting to government nonprofit and commercial clients Founded in 2004 we specialize in program management financial management technology services and training Our mission provide clients with actionable business solutions that yield sustainable results
InforBOOTH 100www infor com
Infor Public Sector solutions streamline financial management across multiple systems With more than 25 years of public sector experience Infor helps you meet organization demands including budget and audit readiness performance management and financial control with flexible solution deployment options to help you operate more quickly and efficiently
Interior Business CenterBOOTH 402www doi govibc
The Interior Business Center one of several OMB-approved interagency shared-service providers offers acquisition financial manage-ment and HR under a fee-for-service full cost recovery business model By assisting multiple federal organizations IBC can leverage resources to share economies and efficiencies with external customers and our parent agency the US Department of the Interior
JP MorganBOOTH 701
See write-up on page 41
Kearney amp CompanyBOOTH 600
See write-up on page 40
Kforce Governnment Solutions IncBOOTH 202www kforcegov com
Kforce Government Solutions Inc (KGS) provides management and technology solutions to Federal Government and State and local agencies We deliver customized solutions across financial management organizational transformation and IT to solve our clientsrsquo most complex mission and business challenges KGS also offers the innovative TraumaFXreg line of medical training manikins
50 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
KPMG LLPBOOTH 506
See write-up on page 40
Lynch Consultants LLCBOOTH 401www lynchconsultants com
Lynch Consultants provides strategic financial and program advisory and assistance services to the federal government We partner with clients to deliver project management services financial and business support and strategic policy solutions for complex government programs Clients include numerous federal departments including DoD Navy Army VA HHS and HUD
Management ConceptsBOOTH 800www managementconcepts com
Management Concepts is a leading provider of professional development performance improve-ment and talent management solutions for the public sector Since 1973 we have collaborated with the federal government state and local offices non-profit organizations universities and corporations to enhance the performance of teams and organizations Follow us on Twitter Mgmt_Concepts
The MIL CorporationBOOTH 805www milcorp com
The MIL Corporation has grown steadily for 36 years and remains dedicated to excellence service and support across our four major service areas financial management and systems support information technology cyber security and systems and C4 engineering For more information please visit us at wwwmilcorpcom or on Facebook at httptinyurlcomFacebookMIL
mLINQS LLCBOOTH 203www mLINQS net
mLINQS a Service-Disabled Veteran-Owned Small Business founded in 2003 provides the govern-mentrsquos leading employee relocation management system and E-Gov travel (ETS2) consulting services Since 2004 mLINQS relocation system has automated relocations and tracked expenses for more than 30 agencies
MorganFranklin ConsultingBOOTH 707www morganfranklin com
MorganFranklin Consulting headquartered in McLean Va provides business consulting and technology solutions to public companies fast-growing private companies and US govern-ment agencies Third-party customer satisfaction surveys highlight the companyrsquos reputation for being hands-on flexible and skilled at bringing diverse groups together to complete projects on time and within budget
Qlik Tech IncBOOTH 801www qlik com
Qlikreg is the leading data analytics platform and the pioneer of user-driven business intelligence Its portfolio of cloud-based and on-premise solutions meets customersrsquo growing needs from reporting and self-service visual analysis to guided embedded and custom analytics regardless of where data is located
RMA Associates LLCBOOTH 501www rmafed com
RMA an SBA Certified 8(a) Small Business located in the Washington DC metropolitan area specializes in audit consulting and advisory
AGA PDT 2018 | ORLANDO 51
RSM US LLPBOOTH 207
See write-up on page 42
Savantage SolutionsBOOTH 308www savantage net
Savantage Solutions a CMMIreg Level 3 Rated and ISO 90012008 certified company is a leading provider of software development business consulting and program management support services One of only five vendors of financial management systems certified for federal use Savantage takes pride in its service excellence
Sehlke Consulting LLCBOOTH 200www sehlkeconsulting com
Founded in 2011 Sehlke Consulting is a Service-Disabled Veteran-Owned Small Business and Historically Underutilized Business Zone (HUBZone) firm based in Arlington Va We provide comprehensive leading solutions in Financial Management Acquisition Management Logistics and Supply Chain Management and National Security amp Defense Programs
TeraThink CorporationBOOTH 400www terathink com
TeraThink takes pride in the outstanding reputation we have earned over the past 15 years for delivering superior results to federal customers With expertise in agile development enterprise application technologies financial services and cloud solutions our delivery platform brings exceptional scale and value to support customersrsquo transformation business automation and mission-related goals Visit our booth and wwwTeraThinkcom for more information
TFC Consulting IncBOOTH 409www tfcci net
A licensed CPA firm Small Disadvantaged Business and ISO 9001_2015-certified enterprise TFC is the trusted partner of federal agencies facing complex financial management challenges Now celebrating 15 years of success and excellence in assisting clients TFC develops and implements comprehensive solutions to improve financial management environments and achieve operational efficiency
US Army Financial Management CommandBOOTH 802www facebook comUSAFMCOM
US Army Financial Management Command is responsible for the delivery of Army-wide Financial Management (FM) functions including Enterprise Resource Planning systems support audit and compliance support financial operations support and ERP business process standardization support and for providing operational oversight of Army field FM activities
Williams AdleyBOOTH 301
See write-up on page 43
Note The contents of this exhibitor list were compiled from information supplied by exhibitors While every effort has been made to ensure contents are correct AGA is unable to accept liability for errors or omissions or for any claims made by exhibitors
52 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AGA PDT 2018 | ORLANDO 53
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AIG Assistant Inspector GeneralAssoc AssociateAsst AssistantBus BusinessCEO Chief Executive OfficerCFO Chief Financial OfficerCIO Chief Information OfficerCo CountyComm CommitteeCOO Chief Operating OfficerCPAG Corporate Partner Advisory GroupDep DeputyDept DepartmentDev DevelopmentDir DirectorDiv DivisionEduc EducationERM Enterprise Risk ManagementExec ExecutiveFed FederalFM Financial ManagementGM General Manager Govt Government
Fields of Study See page 4 for list of Fields of Study
AOC Architect of the CapitolAOUSC Administrative Office of the
US CourtsCommerce US Department of CommerceDHHS US Department of Health
and Human ServicesDHS US Department of
Homeland SecurityDLA Defense Logistics AgencyDoD US Department of DefenseDoE US Department of EnergyDOI US Department of the InteriorDOJ US Department of JusticeDoS US Department of StateFASAB Federal Accounting Standards
Advisory BoardFiscal Service Bureau of the Fiscal ServiceFIT Office of Financial Innovation
and TransformationFMSB Financial Management Standards
BoardFTA Federal Transit Administration
HR Human ResourcesIG Inspector GeneralIT Information TechnologyMgmt ManagementMgr ManagerNatrsquol NationalOfc OfficePNP AGA Past National
PresidentPNT AGA Past National
TreasurerRPA Robotic Process
AutomationRVP Regional Vice PresidentSecrsquoy SecretarySME Subject Matter Expert Sr SeniorSvc ServiceSVP Senior Vice PresidentTech TechnicalUniv UniversityVP Vice President
GAO Government Accountability OfficeGASB Government Accounting Standards
BoardGSA US General Services
AdministrationHUD US Department of Housing
and Urban DevelopmentIRS Internal Revenue ServiceNASA National Aeronautics and Space
AdministrationNSF National Science FoundationOCFO Office of the Chief Financial OfficerOIG Office of Inspector GeneralOMB Office of Management and BudgetSBA Small Business AdministrationTreasury US Department of the TreasuryUSAID US Agency for International
DevelopmentUSDA US Department of AgricultureUSPTO US Patent and Trademark OfficeVA US Department of
Veteran Affairs
54 AGACGFM | PDT18
Glossary
MAIN CONVENTION CENTERSINGLE-LEVEL
REGISTRATION
CYBER LOUNGE
EX
HIB
IT H
ALL
PLENARY S
ESSIO
NS
AGA PDT 2018 | ORLANDO 55
Convention Center Floor Plans
圀䔀 䰀䤀匀吀䔀一 簀 圀䔀 䤀一一伀嘀䄀吀䔀 簀 圀䔀 䐀䔀䰀䤀嘀䔀刀
吀愀猀栀甀 吀爀椀瘀攀搀椀Ⰰ 倀爀攀猀椀搀攀渀琀䌀䔀伀 㜀㤀㐀 漀爀 琀琀爀椀瘀攀搀椀䀀琀昀挀挀椀渀攀琀
嘀椀猀椀琀 漀甀爀 眀攀戀猀椀琀攀 愀琀 眀眀眀琀昀挀挀椀渀攀琀
䘀漀爀 洀漀爀攀 椀渀昀漀爀洀愀琀椀漀渀 挀漀渀琀愀挀琀 吀䘀䌀
椀猀 琀栀攀 琀爀甀猀琀攀搀 瀀愀爀琀渀攀爀 昀漀爀 昀攀搀攀爀愀氀 愀最攀渀挀椀攀猀 琀栀愀琀愀爀攀 昀愀挀椀渀最 挀漀洀瀀氀攀砀 ǻ渀愀渀挀椀愀氀 洀愀渀愀最攀洀攀渀琀 挀栀愀氀氀攀渀最攀猀
吀䘀䌀 䌀漀渀猀甀氀琀椀渀最 䤀渀挀
뜀뜀
뜀뜀뜀뜀
䔀渀琀攀爀瀀爀椀猀攀 刀椀猀欀 䤀渀琀攀爀渀愀氀䌀漀渀琀爀漀氀猀 䄀搀瘀椀猀漀爀礀䤀洀瀀爀漀瀀攀爀 倀愀礀洀攀渀琀猀䴀攀愀猀甀爀攀洀攀渀琀 刀攀洀攀搀椀愀琀椀漀渀䘀椀渀愀渀挀椀愀氀 刀攀瀀漀爀琀椀渀最 䄀䄀挀挀漀甀渀琀椀渀最 伀瀀攀爀愀琀椀漀渀猀䘀椀渀愀渀挀椀愀氀 匀琀愀琀攀洀攀渀琀 䌀漀洀瀀氀椀愀渀挀攀 䄀甀搀椀琀䐀愀琀愀 䄀渀愀氀礀琀椀挀猀 伀瀀琀椀洀椀稀愀琀椀漀渀䤀吀 匀攀挀甀爀椀琀礀 刀攀瘀椀攀眀 䄀猀猀攀猀猀洀攀渀琀
伀甀爀 瘀愀氀甀攀ⴀ愀搀搀攀搀 猀攀爀瘀椀挀攀猀㨀
圀栀愀琀猀 礀漀甀爀 渀攀砀琀 洀漀瘀攀㼀
䴀愀渀礀 瀀愀琀栀猀Ⰰ 漀渀攀 挀漀爀爀攀挀琀 爀漀甀琀攀 䘀漀氀氀漀眀 吀䘀䌀 愀氀漀渀最 琀栀攀 爀漀甀琀攀 琀漀 猀甀挀挀攀猀猀 䘀椀爀猀琀 琀栀愀琀 挀漀爀爀攀挀琀氀礀
挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀
M126 What Caused My Risk GRAND 12-14 | FOS STAT
Root cause analysis is often a forgotten element of resolving issues because the focus tends to be more on correcting the issue than evaluating the cause This session will feature this proactive approach to problem resolution to help prevent issues from happening in the future
M Kenneth Donohue Former HUD IG
M127 Ethics in the WorkplaceCRYSTAL C-F | FOS BETH
This session will cover the components of ethical behavior as well as the need to maintain an ethical environment in the workplace Participants will learn tips and techniques to create and maintain an environment that is ethical and conducive to the mission of the organization
M Marsi Woody Financial Exec Officer Idaho State Police
M128 Citizen-Centric Reporting mdash Turning Data Into InformationGRAND 9-11 | FOS ACCG
Hear how AGArsquos Citizen-Centric Reporting (CCR) can be used as an electronic portal to an agency See examples of how agencies have taken enormous amounts of data found on government websites and turned it into pages of focused and easy to read information for the consumer and citizen
M John Lynskey Controller NSF
515 ndash 630 pm
Monday Event with ExhibitorsROYALSABALSAGO
20 AGACGFM | PDT18
Agenda mdash Monday ModeratorM
Check PDT app for speakers
Health and Dental benefits designed exclusively for federal employees retirees and their families
We stand by you
gehahealth
gehacom
8008216136
OR-ADS-0318-004
Health and Dental benefits designed exclusively for federal employees retirees and their families
We stand by you
gehahealth
gehacom
8008216136
OR-ADS-0318-004
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
See description on page 14
630 am ndash 4 pm
Registration Open
7 ndash 8 am
Continental Breakfast with ExhibitorsROYALSABALSAGO
8 ndash 915 am
T100 Plenary Session Leading from Any SeatCYPRESS BALLROOM | FOS PD
With real-world stories and insights from in and out of the cockpit Shannon Huffman Polson offers tangible leadership lessons for you to seek out your own targets and incorporate them into your own profession By examining leadership and situational challenges Shannon empowers others to lead and thrive in any dynamic environment
Shannon Huffman Polson Former US Army Captain and Pilot
M Doug Glenn AGA Immediate PNP
930 ndash 1020 am
T101 A Future Financial Reporting ModelCRYSTAL M-Q | FOS ACCG
Data and tools exist to provide consumable financial data to internal and external users by providing multiple ways of finding answers What if the data and tools were integrated into a digital model Join this session to learn how digitized data can reinvigorate the way we communicate and interact with financial information
M Tasha Austin Sr Mgr Deloitte
T102 Emerging Issues in State Government AccountabilityCRYSTAL C-F | FOS FIN
States often face many demands on their operation mdash coming from both a local and federal level This session will explore how two states are dealing with these pressures and what the future balancing act of demands looks like for them
M Melinda Miguel Dep IG AOC
T103 Leveraging Data Analytics Transforming Data Into Better DecisionsCRYSTAL H | FOS AUD
As data analytics become more commonplace in government agencies can leverage analytics tools to make better decisions and improve the effectiveness and efficiency of their programs This session will explore how analytics can be used to enhance decision-making
M Shivendra Verma Principal Grant Thornton LLP
PDT18 Follow us
AGACGFM
22 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T104 Implementing the Revised OMB Circular A-123 Appendix ACANARY 1-2 | FOS AUDG
This session will focus on the newly released revision to OMB Circular A-123 Appendix A Hear about the renewed focus on data quality planning as well as flexibilities provided around agency control activities
M David Zavada Sr Partner Kearney amp Company
T105 What Are Subrecipients Doing with Your MoneyGRAND 9-11 | FOS BMO
During this session attendees will hear what a subrecipient monitoring program should include
M Nasr Fahmy Asst Dir for Financial Assistance Oversight DHSOCFOFinancial Assistance Policy and Oversight
T106 Letrsquos Get Uncomfortable and Talk About Sexual HarassmentCANARY 3-4 | FOS HR
Victims of sexual harassment are speaking up and the alleged harassers are being exposed Join this important and timely session to learn what you can do to prevent sexual harassment in your workplace and create a safer work environment
M Karen Wilson Principal Public Sector Practice Guidehouse
T107 Hey Bot mdash What Can You Do for MeCRYSTAL K-L | FOS IT
Robotic Process Automation (RPA) has found its way into the government This session will discuss how federal agencies are currently using RPA and the potential for leveraging cognitive automation and artificial intelligence as the next steps in the intelligent automation process
M Adam Goldberg Exec Architect Fiscal Service
T108 Next Generation ERP Systems for Federal AgenciesGRAND 12-14 | FOS MGMT
This panel will examine ldquowhatrsquos nextrdquo for ERP systems at a time when many federal agencies need to modernize their financial systems This session will debate on-premise vs cloud single vendor vs best of breed agency owned and maintained vs shared services and outsourced support
M James Harris Finance and Enterprise Performance ndash Sr Mgr Accenture Federal Services
T109 Managing Large Complex Federally Funded Grants and ContractsCRYSTAL A-B | FOS SK
Increased scrutiny of large complex grants and contracts require agencies better assess their project risks develop mitigation strategies and monitor outcomes This session covers approaches to manage civilian and military construction projects measure earned-value and improve outcomes
M Bert Nuehring Partner Crowe LLP
AGA PDT 2018 | ORLANDO 23
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
930 ndash 11 am
Professional Ethics Board MeetingWASHINGTON
1020 ndash 11 am
Coffee Break with ExhibitorsROYALSABALSAGO
11 ndash 1150 am
T110 Innovations in Public PerformanceCRYSTAL K-L | FOS ACCG
Not surprisingly citizens want to know what they are getting for their tax dollars Panelists will discuss the performance measures and innovative techniques for engaging citizens developed by governments to help inform taxpayers
M Shivendra Verma Principal Grant Thornton LLP
T111 Setting the Foundation for TransparencyCRYSTAL A-B | FOS ACCG
This is a discussion of lessons learned from the first year of the DATA Act and next steps to improving transparency This session will discuss one agencyrsquos approach to successfully implementing the Act and next steps to improving its results
M Robert Shope Partner EY
T112 Federal Financial Audit Approach AlternativesGRAND 12-14 | FOS AUD
This session will share ideas identified by a federal CFO council workgroup to improve the nexus of costs benefits risks and burdens of the Agency Financial Report audit process
M Scott Bell Sr Staff Accountant Treasury
T113 How to Integrate Non-financial and Financial ReportingCRYSTAL M-Q | FOS AUDG
Explore how agencies leverage internal control over financial reporting organization structure knowledge and tools to address non-financial internal control requirements
M Jon Rymer Dir Lynch Consultants LLC
T114 Go Green From Overhead to Higher Training BudgetsCANARY 1-2 | FOS FIN
This session will discuss ways a department agency or business can decrease costs and allocate more resources towards employee training and professional development
M Chidilim Okonkno Systems Accountant NASA
T115 Where Did My Data Go and Why Should I CareCRYSTAL C-F | FOS IT
How have breaches and data disclosure incidents affected organizations from an economic and reputational perspective This session will discuss the impact of ransomware and other malicious attacks that restrict access to modify or delete your data
M Sarah Mirzakhani IT Principal CliftonLarsonAllen LLP
24 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T116 Application of Emotional IntelligenceCRYSTAL H | FOS PD
Everyone has dealt with ldquodifficultrdquo co-workers and individuals This session will explore how to handle different types of personalities by growing your own emotional intelligence
M Megan Gaillard Dir of Audit Palm Beach Co ndash OIG
T117 CFO SurveyGRAND 9-11 | FOS ACCG
This yearrsquos AGA CFO survey focuses on the tools and processes needed to help agencies address current budgetary challenges and mandates Join this session to hear the results of the online and in-person survey and discuss the findings with a panel of current and former CFOs
M Jim Taylor Managing Dir Grant Thornton LLP
copy 2018 Becker Professional Education Corporation All rights reserved
The knowledge you need to help prepare you for the next level of success
Becker Continuing Professional Education
Whether yoursquore a CPA CGFM CDFM DoD FMCIA CFE CMA or need GAGAS Becker offers Continuing Professional Education (CPE) tohelp meet your needs
With Becker CPE your accounting audit and fi nance professionals receive the timelyand relevant knowledge needed to help themstay ahead
Take advantage of our Subscription Program for unlimited use of Beckerrsquos CPE
+ Special rate forGovernment Agencies
+ Live Webcast and OnDemand formats(24x7 access)
+ Includes streaming videoand video courses
For more details on this program please visit agacgfmorgonlineCPE or contact John Gioeli at jgioelibeckercom
AGA PDT 2018 | ORLANDO 25
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T118 Letrsquos Get Uncomfortable and Talk About Sexual Harassment (repeat session)CANARY 3-4 | FOS HR
See description on page 23
M Karen Wilson Principal Public Sector Practice Guidehouse
1150 am ndash 1250 pm
Luncheon and Awards CeremonyCYPRESS BALLROOM See page 41
105 ndash 220 pm
T119 Certified Government Financial Manager (CGFM)CRYSTAL A-B | FOS PD
Discover the value of the CGFM designation Participants will hear from colleagues on why they pursued this certification and how it has helped advance their careers and distinguish them from others in their field You will also learn tips for preparing for the three CGFM exams
M Katya Silver Dir of Professional Certification AGA
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
T120 Leadership Ethics and Decision Making in Early AuditsCRYSTAL K-L | FOS BETH
Everyone is faced with various levels of ethical dilemmas at work and leadership can often create a culture that promotes unethical behavior without realizing the consequences Join this session to explore how ethics are integral to the behavior of employees and the impact of the behavior on early audits
M Robert Hart Sr Mgr EY
T121 Disrupting Improper PaymentsCRYSTAL H | FOS IT
Preventing improper payments is a government-wide challenge Join this session to learn how to make significant improvements and leverage disruptive technology to promote data sharing recipient authentication and encourage stakeholder collaboration Panelists will share best practices and explore ways to address root causes
M Steven Bernstein Exec Dir Electronic Payments Product Exec JP Morgan Treasury Svcs
T122 Fraud in Federal Assistance ProgramsCRYSTAL C-F | FOS AUDG
This session will give attendees an in-depth look at how fraud in federal programs was handled by state agencies federal grantors and state prosecutors This topic will explore case studies on the Summer Food Service Program and the Child and Adult Care Food Program
M Jeff Hart AGA PNP
Like us on
26 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T123 AGArsquos Grant Survey Improving Grantee ComplianceGRAND 12-14 | FOS MGMT
Recognizing challenges with grantee compliance AGA conducted a nationwide survey of federal grant recipients on implementation issues related to the Uniform Guidance (2 CFR 200) This session will focus on strategies and activities to address the most troubling areas identified by respondents
M James McKay Principal SME Grants Management Line of Business KGS
T124 Agency Risk Profile Lessons Learned and ValueCANARY 1-2 | FOS MGMT
This session will focus on agenciesrsquo experience from their A-123 Risk Profile definition process This session will include discussion of lessons learned outcomes achieved and value created
M Daniella Datskovska Dir ERM and Internal Control TFC Consulting Inc
Helping you succeed is ours Learn more at KPMGcomusfederal
Anticipate tomorrow Deliver today
copy 2017 KPMG LLP a Delaware limited liability partnership and the US member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (ldquoKPMG Internationalrdquo) a Swiss entity Some of the services or offerings provided by KPMG LLP are not permissible for its audit clients or affiliates NDPPS 677263
Your business is serving the public
AGA PDT 2018 | ORLANDO 27
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T125 Conflict in the Workplace Surviving and ResolvingCRYSTAL M-Q | FOS PD
Explore the types and causes of conflict in the workplace Participants will learn how to handle and manage conflict in the workplace Experts will share techniques for dealing with co-workers supervisors and staff in various situations involving both positive and negative conflicts
M Peggy Javery Acting Assoc CFO USDA
T126 FASAB Update Leases and More to ComeCANARY 3-4 | FOS ACCG
Hear from FASAB staff about recently-issued standards open proposals and proposals under development FASAB staff will discuss implementation of the new standards Additionally insights regarding new developments will be shared along with tips to help you prepare
M Wendy Payne Exec Dir FASAB
105 ndash 325 pm
EXEC2 AGA Digital Executive Session (invitation only)GRAND 9-11 | FOS IT
Learn about emerging technologies that may soon change the way you support your organizationrsquos mission Understand priorities challenges issues and opportunities from government leaders Engage in a highly interactive and engaging discussion on the latest strategies for digital transformation and exchange ideas and solutions with colleagues that you can bring back to your organization
M Kevin Greer VP CGI Federal
235 ndash 325 pm
T127 Medicaid The Elephant in the RoomCANARY 3-4 | FOS ACCG
Medicaid is a critical service in the lives of millions of Americans It is also a major expense for both federal and state entities This session will explore the ways that federal managers and state auditors are collaborating to make sure that these allocated dollars are spent wisely
M Kinney Poynter Exec Dir NASACT
T128 Path to Auditability Implementing New FASAB StandardsCANARY 1-2 | FOS ACCG
This session will provide an understanding of SFFAS 48 Opening Balances for Inventory Operating Materials and Supplies Stockpile and SFFAS 50 Establishing Open Balances for General Property Plant and Equipment and discuss tips for successful implementation Additionally participants will hear about implementing the standards mdash including the pitfalls and best practices for success
M Eveka Rodriguez Partner Grant Thornton LLP
T129 Data Analytics for FraudCRYSTAL A-B | FOS AUDG
Proactive data monitoring and use of data analytics can prevent your entity from being subject to a public fraud This session will show attendees how proactive data analysis techniques and tools can save money prevent bad publicity and detect fraud faster with fewer resources
M Sarah Hays Programming Dir Data Coalition
28 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T130 Planning for Federal Funding DecreasesCRYSTAL C-F | FOS FIN
State and local governments federal funding sources are always in flux This session will feature a panel of state and local government leaders discussing what plans they have in place in the event of a reduction of federal funds
M Lealan Miller AGA FMSB Chair
T131 My Data Was Just BreachedCRYSTAL K-L | FOS IT
Access to data is key to effective analytics However with recent data breaches security standards around data transfer and storage have tightened This session discusses steps to follow to ensure secure handling of data in analytics programs
M Phil Magrogan COO Immersion Consulting
MAKES A DIFFERENCE
Find the six dierences in the two photos Present at booth 202 for your prize
2677 Prosperity Avenue Suite 100 Fairfax Virginia 22031 wwwkforcegovcom Kforce_govKGS
RISKMANAGEMENT
COMPLIANCE ampAUDIT SERVICES
GRANTSMANAGEMENT
FINANCIALIMPROVEMENT
FINANCIALTECHNOLOGY
AGA PDT 2018 | ORLANDO 29
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T132 Communicating Effectively Skills and TechniquesCRYSTAL M-Q | FOS COMS
Improve your communication skills with colleagues customers supervisors and staff mdash and learn how to adjust styles based on with whom you communicate verbally vocally and visually This interactive session will address the needs concerns and frustrations of communicating effectively in todayrsquos workplace
M Dave LeBlanc SVP-at-Large AGA
T133 The Presidentrsquos Management Agenda and the Uniform GuidanceCRYSTAL C-F | FOS MGMT
The Presidentrsquos Management Agenda (PMA) was released in March 2018 This session will discuss the PMA Cross Agency Priority (CAP) Goal 8 Results-Oriented Accountability for Grants This session will also discuss the connectivity between OMBrsquos Uniform Guidance the PMA and the future vision for the world of grants
M Charles Hester InstructorConsultant AGA RVPndashWest Coast Region
325 ndash 405 pm
Coffee Break with ExhibitorsROYALSABALSAGO
330 ndash 545 pm
Young Professionals RoundtableMIAMI | FOS PD
Hear what accomplished leaders deem essential success factors for young professionals in todayrsquos ever-changing and challenging government financial management environment Interactive QampA will focus on leadership networking communication mentorship advancement and change management Speed networking session immediately follows for participants
405 ndash 455 pm
T134 Uniform Guidance Year Three mdash What You Still Donrsquot KnowCANARY 1-2 | FOS AUDG
The Uniform Guidance has been in effect for more than three years yet there are still several aspects to implement This presentation will explore those topics as well as best practices identified over the past three years
M Lealan Miller AGA FMSB Chair
T135 Protect Taxpayer DollarsGRAND 12-14 | FOS AUDG
Government vendors have larger and more contractual requirements which can lead to greater need for vendor audits Join this session to explore how vendors are audited to make sure they provide the government with the full set of contracted services and ultimately protect taxpayer dollars
M Kim Farington CFO FirstNetHave session ideas
for PDT 2019Join the PDT technical
committee email meetingsagacgfmorg
30 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
ARE YOU READY
cohnreznickcomindustriespublic-sector
CohnReznick helps forward-thinking public sector organizations address stringent regulatory requirements strengthen risk managementand achieve their business goals
Visit Us at Booth 302
T136 Improving Federal Government Employee MoraleCRYSTAL M-Q | FOS HR
What resources are available in the federal government structure to keep employees engaged and satisfied Are there things that the finance community can and should be doing to support employee morale in their agencies This session will explore how government offices can make changes that can result in higher productivity and employee engagement
M Anthony Scardino Dep Under Secrsquoy and Dep Dir USPTO
T137 Process Robotics Building Finance Bots LIVECRYSTAL A-B | FOS IT
Hear from digital labor experts about how operations improvements with robotics and cognitive solutions can drive greater efficiency cost management and employee morale This session will also feature a live demo of digital labor currently in action at a federal agency
M Chris Huff US Public Sector RPA Lead Deloitte Consulting LLP
AGA PDT 2018 | ORLANDO 31
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T138 Be Our Guest Magical Service for Finance CustomersCRYSTAL C-F | FOS MGMT
Disney has legendary customer service Hear about the practices taught by the Disney Institute and learn how you can deliver world-class financial accounting and audit services in your own organization
M Reed Waller Asst Dir Financial Management Initiatives Group DOJ
T139 Next Generation Leaders New Skills and New NeedsCRYSTAL H | FOS PD
Much has been discussed about millennials in the workplace but what are the keys to building the younger generation into effective leaders This session will explore how their immersion in technology gives them strengths and challenges when taking on new responsibilities as leaders in the federal workplace
M Doreen Shute Managing Principal CliftonLarsonAllen LLP
T140 Program Evaluation mdash Letrsquos Tell the TruthCRYSTAL K-L | FOS MGMT
This session will discuss the benefits of conducting program evaluations to determine program effectiveness support data analyses and make informed budget decisions Hear from federal state and local representatives who have conducted program evaluations and learn how the results were used
M Robert Tuccillo CFO Federal Transit Administration
T141 Look No Further Intergovernmental Job Aids to the RescueGRAND 9-11 | FOS ACCG
Learn about available tools guides and job aids for all levels of government developed by AGArsquos Intergovernmental Partnership (IP) program During this session government leaders will showcase tools and other resources available on AGArsquos website (wwwagacgfmorgtools-resources)
M Clark Partridge State Controller AZ
405 ndash 530 pm
Corporate Partner Advisory Group (CPAG) MeetingNEW ORLEANS
CPAG representatives and those from organizations interested in joining the program are invited to participate in this annual business meeting This meeting is an excellent opportunity to network with other corporate partner representatives and learn how to maximize your organizationrsquos partnership with AGA
8 ndash 10 pm
AGA Networking ReceptionMARRIOTT HOTEL LOBBY BAR
Join us for some after-dinner networking and socializing
32 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
See description on page 14
630 am ndash 4 pm
Registration Open
715 ndash 815 am
National Awards BreakfastCYPRESS BALLROOM
820 ndash 910 am
W100 Plenary Session OMBTreasuryDoD UpdateCYPRESS BALLROOM | FOS ACCG
David Lebryk Fiscal Asst Secrsquoy Treasury
David Norquist Under Secrsquoy of Defense (Comptroller) CFO DoD
Tim Soltis Dep Controller OMB
M Ann Ebberts CEO AGA
910 ndash 10 am
W101 Plenary Session Innovate the Way You InnovateCYPRESS BALLROOM | FOS PD
Learn how to create a culture of innovation within your organization Mr Shapiro will highlight how to use a challenge-centered approach to measure innovation the process of experimentation and how to maximize return on investments
Stephen Shapiro Innovation Expert
10 ndash 1030 am
Coffee BreakCRYSTAL FOYER
1030 ndash 1145 am
W102 One on One with GASB mdash An UpdateGRAND 9-11 | FOS ACCG
Meet with members of the GASB to receive the most up-to-date information regarding GASB standards exposure drafts and other projects that affect governments and their auditors
M Lealan Miller AGA FMSB Chair
W103 DoD Audit UpdateCANARY 1-2 | FOS AUD
This session will focus on the major audit and financial improvement activities underway across DoD
M Bryan Nelms Principal Kearney amp Company
W104 Understanding and Using the New Service Organization Control ReportsCANARY 3-4 | FOS AUDG
This session will discuss the significant changes underlying the new service organization control reports issued under AT-C 320 (formerly SSAE 16)
M Asif Khan Dir FM and Assurance GAO
W105 Managing in the Changing Workplace EnvironmentCRYSTAL A-B | FOS HR
Hear about the techniques and tools available to managers to maintain a team-building environment with a significant number of employees teleworking
M Thalia Melendez Dir of Audit Svcs NY State Educ Dept
AGA PDT 2018 | ORLANDO 33
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W106 Data All Around Us mdash CFOrsquos Move to a New NormalCRYSTAL M-Q | FOS IT
Advanced data analytics have turned data into powerful insights to manage programs and enhance the citizen experience as never before This session will explore how the availability of data is changing the role of the CFO
M Jorge Asef-Sargent Partner KPMG LLP
W107 How Emerging Technologies Will Transform Payments and CollectionsCRYSTAL K-L | FOS IT
Payments and collections are fertile ground for emerging technologies Artificial intelligence robotics Blockchain big data and the continued digitization of commerce will continue to transform payments and collections Panelists will share their futurist views of the payments and collections landscape
M Joe Hussey Managing Dir JP Morgan Treasury Services
W108 Cloud Enterprise Reporting mdash The FIRST FrontierCRYSTAL C-F | FOS IT
This session will explore cloud enterprise reporting Attendees will learn how to utilize the cloud to streamline external reporting by ingestion data centrally and then maximizing the utility of data to enhance integrity and inform management decisions
M Demek Adams Principal Grant Thornton LLP
W109 Annual Womenrsquos Forum Leading in Life and CareerCRYSTAL H | FOS PD
Empowered women are a cornerstone of effective government and a more competitive federal state and local workforce of the future Join this powerful annual convening of women leaders in accounting finance and technology as they discuss their journey and careers with high-impact and meaning
M Tracey Walker Natrsquol Dir Govt Affairs Culture Diversity and Inclusion RSM US LLP
W110 Federal Financial Standards Will We Get ThereGRAND 12-14 | FOS ACCG
Department of the Treasuryrsquos Office of Financial Innovation and Transformation (FIT) is defining federal financial standard references to promote innovation a common knowledge base and processes to improve interoperability of federal systems Join this session for an update on FITrsquos work and the expected benefits of this initiative
M Marshall Henry FM Program Manager Treasury Fiscal Service
1145 am ndash 1245 pm
National Awards LuncheonCYPRESS BALLROOM
1 ndash 2 pm
Financial Management Standards Board MeetingWASHINGTON
34 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1 ndash 215 pm
W111 Conducting Effective Assessments of Internal ControlsCRYSTAL K-L | FOS ACCG
This session will introduce participants to key concepts issues and standards necessary to design and implement policies to achieve the organizationrsquos objectives
M Sefton Boyars ConsultantTrainer Sefton Boyars CGFM CPA
W112 New Fraud Fighters Cryptocurrencies Blockchain and Secure TransactionsCRYSTAL C-F | FOS AUD
Government is inherently a transactional business From deeds to disbursements the quantity of documents governments maintain on paper and digital image continues to grow Criminals are abusing the current processes to commit fraud at an increasing rate Learn how you can use Blockchain to disrupt and combat fraud
M Jay Schulman Principal RSM US LLP
W113 Data Visualization mdash Using Geographic Information Systems as an Audit ToolGRAND 9-11 | FOS AUDG
Geographic Information Systems (GIS) are increasingly being utilized as a tool to present audit information Learn from experts on how recipients of government services using GIS provides a wealth of audit opportunities
M Gwendolyn Sewell Chief Mission Compliance and Audit ReadinessAccounting Air Force
W114 Finance 2020 Embracing the Changes to ComeCRYSTAL A-B | FOS MGMT
What is the role of CFOs and senior finance staff in this rapidly changing digital world This session will explore the evolution in the field from an expense control spreadsheet-driven and retrospective reporting center into a predictive analytics powerhouse
M Scott Quehl Sr Principal Accenture Federal Services
W115 Quality Management ConfrontationGRAND 12-14 | FOS MGMT
How do you optimize resources and maximize efficiency Join our panel of experts as they discuss various topics in performance management and answer questions such as ldquoHow is quality management implemented throughout an organizationrdquo and ldquoHow do you view and plan around resource allocationrdquo
M Wayne Ference Partner Castro amp Company LLC
W116 Enterprise Risk Management Stories from the Front LinesCRYSTAL H | FOS MGMT
For the past two years agencies have been working to implement the changes made to OMB A-123 This session will feature feedback from agency risk officers on whether ERM is living up to expectations
M Tom Carroll CFO AOC
AGA PDT 2018 | ORLANDO 35
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W117 Leadership Keys to SuccessCRYSTAL M-Q | FOS PD
Gain perspective from a senior leader in government about how you can make a difference in your organization This entertaining session will cover how to develop people build trust cultivate relationships and communicate more effectively Leadership is possible at any level of government
M Mary Peterman Dep Chief Finance and Procurement AOUSC
W118 Building an Optimal Analytics-Driven Program Integrity OfficeCANARY 1-2 | FOS MGMT
With the passage of the Fraud Reduction and DATA Act agencies are under increased pressure to have effective program integrity offices that leverage data analytics and focus on outcomes Hear best practices found from a comprehensive pilot project conducted at the VA
M Linda Miller Dir Grant Thornton LLP
W119 Competencies The Thread that BindsCANARY 3-4 | FOS HR
DoD like other agencies is required by law to develop functional competencies to use in strategic workforce planning The DoD FM community developed 24 enterprise-wide FM competencies Learn how these competencies serve as the thread which binds the FM workforce development portfolio into a coherent strategic plan which guides career development
M Jansen Sauvageau SVP PNC Bank
230 ndash 3 pm
AGA National President Gavel ExchangeCYPRESS BALLROOM
3 ndash 4 pm
W120 Closing Plenary Session Shift Your Brilliance Leading Amidst UncertaintyCYPRESS BALLROOM | FOS PD
This session will teach participants how to solve problems get out of the past and think like a leader of the future You will develop an enhanced sense of perspective understand where you shine and learn how to lead without a title to create effective change
Simon Bailey Author amp Inspirational Coach
M John Lynskey AGA 2018ndash2019 National President
6 ndash 11 pm
Presidentrsquos Appreciation ReceptionROYALSABALSAGO
Join us as we celebrate and thank 2017ndash2018 AGA National President Jim Arnette for his service and contributions to AGA and the financial management community
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
36 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
AGA PDT 2018 | ORLANDO 37
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
Please join us in thanking our sponsors for their generous support of AGArsquos 2018 Professional Development Training
PLATINUM SPONSORS
Accenture Federal ServicesVIRTUAL EXPERIENCE
Rowan MirandaManaging Dir CFO Advisory Practice Leadrowanamirandaaccenturefederalcomwwwaccenturefederalcom
Accenture Federal Services a wholly owned subsidiary of Accenture LLP is a US company with offices in Arlington Va Accenturersquos federal business has served every cabinet-level department and 30 of the largest federal organizations Accenture Federal Services transforms bold ideas into breakthrough outcomes for clients at defense intelligence public safety civilian and military health organizations
Grant Thornton LLPTOTE BAGS
Robert SheaPrincipal Global Public Sectorrobertsheausgtcomwwwgranthorntoncompublicsector
Grant Thornton LLP the US member firm of Grant Thornton International is one of six global accounting tax and business advisory organizations Our Global Public Sector based in Alexandria Va is a management consulting business providing responsive and innovative financial performance management and systems solutions to governments and international organizations
GOLD SPONSORS
CGIDIGITAL EXECUTIVE SESSION
Kevin GreerVP Mgmt Consulting KevinGreercgifederalcomwwwcgifederalcomusfederal
A global leader in IT business process and professional services CGI partners with federal agencies to provide end-to-end solutions for defense civilian and intelligence missions Since 1976 we have delivered quality services to help clients achieve results at every stage of the program product and business lifecycle
38 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CliftonLarsonAllenBADGE HOLDERS
Doreen ShuteManaging Principal Fed Govt SvcsDoreenShuteCLAconnectcomwwwCLAconnectcom
CLA is a professional services firm delivering integrated advisory outsourcing and public accounting capabilities to help clients succeed professionally and personally Our practice group members are recognized industry experts and established leaders in the government community We focus on active engagement in the industry a sentiment beyond meeting requirements and standards
DeloitteWATER BOTTLESHYDRATION STATIONS
Colin Duncan Managing Dircoduncandeloittecom wwwdeloittecomusfederal
Deloittersquos Government and Public Services practice consists of more than 12000 professionals across the country serving federal state and local government and higher education clients across consulting and advisory functions bring fresh perspective mdash from inside and outside government mdash to help solve our nationrsquos biggest challenges We bring insights from our client experience and research to drive bold and lasting results People Ideas Technology and Outcomes mdash all Designed for Impact
EYAGA EXECUTIVE SESSION
Bill ColbertPartner PI Financebillcolberteycomwwweycomgovpublicsector
The Government and Public Sector practice of Ernst amp Young LLP provides a full range of consulting and audit services leveraging our experience with both government and commercial clients We deliver real change and measurable results through our diverse high-performing teams operational know-how from across our global organization and bold ideas tailored to each clientrsquos unique mission
AGA PDT 2018 | ORLANDO 39
GOLD SPONSORS (continued)
GuidehouseMONDAY LUNCHEON
Christina VanecekMarketing Mgrcvanecekguidehousecomwwwguidehousecom
Guidehouse formerly PwC Public Sector provides management technology and risk consulting to clients around the world through more than 1600 professionals in 20 locations Now as Guidehouse we offer the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected
Kearney amp CompanyPHOTO BOOTH
Erika SteiningerPartneresteiningerkearneycocomwwwkearneycocom
Kearney amp Company a CPA and consulting firm exclusively serving the Federal Government takes pride in its ability to assist agencies in meeting business objectives and complying with complex requirements Practice areas include Financial Reporting and Accounting Support Internal ControlsA-123 Financial Services Financial Healthcare Services Advisory Services and Program Management
KPMG LLPHOST COMMITTEE SHIRTS MONDAY BREAKFAST
Diane DudleyPartner-in-Charge Fed Auditddudleykpmgcomwwwkpmgcom
For more than 100 years KPMG LLP has assisted the government in the civilian defense and intelligence sectors Today we help these organizations adapt to new environments by working with them to transform business models leverage data protect information assets and provide assurance services while focusing on their mission
40 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
CPAG Small Business CommitteeTUESDAY LUNCHEON
Dedicated members of AGArsquos Small Business Committee are proud to sponsor the 2018 PDT Tuesday Awards Luncheon Thank you to 2nd Wave Castro amp Co Immersion RMA Associates TFC Consulting Trilogy Federal and Watkins Government Services
Get Inspired During PDTthen submit your best practices to the Journal of Government Financial Management by Sept 1 2018
Learn more and view the 2018ndash2019 editorial calendar at wwwagacgfmorgjournal
SILVER SPONSORS
JP MorganTUESDAY BREAKFAST
Denise PetittaExec DirDenisePetittajpmorgancomwwwjpmorgancom
JP Morgan is a premier corporate and investment bank with a full suite of global financial services and capabilities Our clients include the worldrsquos most important corporations governments financial institutions pensions sovereign wealth organizations states and municipalities we offer strategic advice and deliver banking services in more than 100 countries
AGA PDT 2018 | ORLANDO 41
SILVER SPONSORS (continued)
RSM US LLPPDT APP amp WIFI
Mary GoldsmithFed Bus Dev Dirmarygoldsmithrsmuscomwwwrsmuscom
RSM US LLP provides risk financial and technology management consulting services to the public sector We are an inclusive enterprise and support AGA CPAG and Womenrsquos forum We help federal state and local entities improve performance through a comprehensive understanding of their business models internal processes objectives and daily realities
BRASS SPONSORS
Automation AnywhereSTANDING SIGN
Sharon OrsquoNeillHead of Americas Field Marketingsharononeillautomationanywherecom wwwautomationanywherecom
Automation Anywhere is the global leader in enterprise-grade comprehensive Robotic Process Automation software including Cognitive and real-time analytics Over 1000 of the worldrsquos largest brands use our platform to create and manage their Digital Workforce and scale their business processes faster with near-zero error rates while dramatically reducing operational costs
Crowe LLPTUESDAY AM COFFEE BREAK
Bert NeuhringRisk Consulting Partnerbertnuehringcrowecomwwwcrowecom
Crowe LLP is a public accounting consulting and technology firm with offices around the world Crowe uses its deep industry expertise to provide audit services to public and private entities The firm and its subsidiaries also help clients make smart decisions that lead to lasting value with its tax advisory risk and performance services
42 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
BRASS SPONSORS (continued)
MastercardMONDAY AFTERNOON COFFEE BREAK
MariBeth McCarthyVP Bus Leadermaribeth_mccarthymastercardcomwwwmastercardcom
Mastercard (NYSE MA) is a technology company in the global payments industry We operate the worldrsquos fastest payments-processing network connecting consumers financial institutions merchants governments and businesses in more than 210 countries and territories Mastercardrsquos products and solutions make everyday commerce activities easier more secure and more efficient for everyone
PNC BankDIRECTIONAL SIGNAGE
Lauren GradwellAccount MgrLaurengradwellpnccomwwwpnccomideas
PNC is one of the nationrsquos largest financial services organizations providing retail and business banking residential mortgage banking specialized services for corporations and government entities including corporate banking treasury management real estate finance asset-based lending wealth management and asset management We are focused on delivering ideas insight and solutions to our clients to help them maximize the value of their business
Williams AdleyMONDAY MORNING COFFEE BREAK
Melinda BuckBus Dev Leadmbuckwilliamsadleycomwwwwilliamsadleycom
Williams Adley is one of the countryrsquos premier certified public accounting and management consulting firms Our diverse knowledge backgrounds and subject-matter expertise help a wide variety of government agencies and businesses achieve their financial program and information technology goals
AGA PDT 2018 | ORLANDO 43
MEDIA SPONSORS
Government Matters
John Meyer Managing DirjmeyerGovMatterstv wwwGovMatterstv
Government Matters is a television news program dedicated to providing non-partisan information and analysis to federal managers contractors and those supporting the federal marketplace The program airs weeknights in Washington DC on NewsChannel 8 Sunday Mornings on ABC 7 and worldwide on the American Forces Network (AFN)
GOVERNING
Meg Keller Dir of Marketingmkellergoverningcomwwwgoverningcom
For 25 years GOVERNING has been the only publication dedicated to providing the information insight and inspiration state and local leaders need to govern effectively Subscriptions for most state and local government professionals are free as is attendance at most GOVERNING events
Route Fifty
Hilery Sirpis Publisherhsirpisgovexeccomwwwroutefiftycom
Route Fifty a new digital publication and events brand from Atlantic Mediarsquos Government Executive Media Group connects leaders and ideas advancing state and local governments with news insight and resources It facilitates sharing of best practices and ideas among those creating government programs policies and institutions for the 21st century
44 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Play AGArsquos Exhibitor Hunt and win big prizes
including FREE registration to an
upcoming AGA training event
View CPEs Earned
Visit httpsessions ats-leads comagapdt2018 and enter your badge number to view CPEs earned during PDT
Note Only CPEs earned from previous day(s) can be viewed
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VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
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503303
409 809
RelaxationStation
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MAIN
VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
MAINENTRANCE
Stop by PDT 2019 Booth 102
Relax RechargeGet a free massage
46 AGACGFM | PDT18
Exhibit Hall Floor Plan
Exhibitors by Booth Number
Company Name Booth
Infor 100 Bureau of the Fiscal Service 101Audimation Services 104American Society of Military Comptrollers 106Kearney Photo Booth 107Graduate School 108 Sehlke Consulting LLC 200Guidehouse 201Kforce Government Solutions Inc 202mLINQS LLC 203RSM US LLP 207GrantSolutions 209ACL Services Ltd 300Williams Adley 301CohnReznick Government 302AOC Solutions 303CGI Federal 306Virtual Experience with Accenture 307Savantage Solutions 308TeraThink Corporation 400Lynch Consultants LLC 401Interior Business Center 402GEHA 403
Company Name Booth
IFAS LLC 407TFC Consulting Inc 409Grant Thornton LLP 500RMA Associates LLC 501Castro amp Company LLC 503KPMG LLP 506AGA Community Service amp Silent Auction 507Kearney amp Company 600EY 601AGA 607J P Morgan 701FI Consulting 703CliftonLarsonAllen LLP 706MorganFranklin Consulting 707Becker Professional Education 709Management Concepts 800Qlik Tech Inc 801U S Army Financial Management Command 802The MIL Corporation 805Immersion Consulting 806Automation Anywhere 809
ACL Services LtdBOOTH 300wwwaclcom
ACL is a global software company with innovative solutions for public sector professionals to keep processes in check and provide higher levels of assurance through team-based analytic approaches ACLrsquos platform has helped over 250 government offices globally to bolster compliance manage risks and assure effective governance Learn more at our booth and wwwaclcom
AGABOOTH 607wwwagacgfmorg
AGA is the member organization for government financial management professionals We lead and encourage change that benefits our field and all citizens Our networking events professional certification publications and ongoing education help members build skills and advance their careers Learn about our thought-leadership library online tools CGFM designation and more
AGA PDT 2018 | ORLANDO 47
Exhibitor Appreciation AGA Corporate Partner
AGA Community Service amp Silent AuctionBOOTH 507
Buy tickets and bid for great prizes in our silent auction including gift certificates gift baskets sports memorabilia vacations and more Proceeds support AGArsquos National Community Service Fund the American Cancer Society the American Heart Association the Humane Society and Habitat for Humanity Winners posted daily present the winning ticket to claim your prize
AGA New Orleans ChapterBACK OF EXHIBIT HALLwwwagacgfmorgneworleans
Stop by our booth to learn more about New Orleans and plan your trip to PDT 2019 scheduled for July 21ndash24 2019 You might win a free PDT 2019 registration
American Society of Military Comptrollers BOOTH 106wwwasmconlineorg
ASMC is the non-profit educational and professional organization for persons military and civilian in the overall field of military comptrollership ASMC promotes the education and training of its members and supports the development and advancement of the military comptrollership profession The society provides professional programs to keep members abreast of current issues and encour-ages the exchange of information techniques and approaches
AOC SolutionsBOOTH 303wwwaocfederalsolutionscom
AOC Solutions Inc is a Service-Disabled Veteran-Owned Business providing financial management federal accounting audit readiness support and technology services AOC thought leaders are dedicated to helping agencies identify better ways to analyze accounting and financial data for cost reduction and increased efficiency
Audimation ServicesBOOTH 104wwwaudimationcom
Audimation Services Inc is the US distributor of CaseWare IDEAreg a powerful user-friendly data analytics software tool designed to help profes-sionals extend auditing capabilities detect fraud and meet documentation standards We specialize in helping organizations streamline audits simplify data acquisition and improve business processes
Automation Anywhere BOOTH 809
See write-up on page 42
Becker Professional EducationBOOTH 709wwwbeckercom
Do you need CPE for CGFMreg CPA or the new DoD FM Certification Come ask about our Government Family Offer Nearly half a million professionals have advanced their careers through our CPE programs including CPA Exam Review PMPreg Exam Review Cybersecurity Six Sigma and more And be sure to check out our new program for Certified Anti-Money Laundering Specialists (CAMS)
Bureau of the Fiscal ServiceBOOTH 101wwwfiscaltreasurygov
The Bureau of the Fiscal Service serves as a catalyst for transforming the way the federal government manages finances and delivers shared services Our passion is improving financial management and shared service delivery through efficient and effective operations and through guidance and assistance to others
48 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Castro amp Company LLCBOOTH 503www castroco com
Headquartered in Washington DC Castro amp Company is an audit advisory and accounting services CPA firm with a strong federal customer focus We are a Minority-Owned Small Business offering the personalized services of a small firm with the full resources and quality expected from a larger CPA firm
CGI FederalBOOTH 306
See write-up on page 38
CliftonLarsonAllen LLPBOOTH 706
See write-up on page 39
CohnReznick GovernmentBOOTH 302www cohnreznick com
CohnReznick Government provides audit accounting and financial management compliance risk and integrity monitoring program and project management and disaster response and recovery Our comprehensive project management approach provides clients with reliable processes and delivers accounting insights to help government organizations improve communication administer fiscal and operational strategies and meet compliance requirements
EYBOOTH 601
See write-up on page 39
FI ConsultingBOOTH 703www ficonsulting com
FI Consulting develops effective practical solutions to help federal agencies achieve their missions while operating efficiently managing risk and adapting to a changing policy environment We apply our core strengths in Data Analytics Modeling and Technology to gain program performance insight manage risk improve operations and better deliver mission
GEHABOOTH 403www geha com
GEHA provides medical and dental plans through the FEHB and FEDVIP programs for more than 18 million federal employees retirees and their families GEHA members receive year-round vision and hearing benefits plus other discounts For more information please stop by our booth or visit gehacom and gehadentalcom
Graduate SchoolBOOTH 108www graduateschool edu
Graduate School USA provides a wide range of learning opportunities in formats accessible to adult learners everywhere through training continuing education courses executive and leadership development and credit offerings For professionals in the government auditing and financial management community we offer a comprehensive curriculum taught by leading practitioners
Grant Thornton LLPBOOTH 500
See write-up on page 38
AGA PDT 2018 | ORLANDO 49
GrantSolutionsBOOTH 209www grantsolutions gov
GrantSolutions supports Federal agencies throughout the grants lifecycle mdash from pre-award planning through application award and closeout Our service finds solutions for shared mission needs across agencies while incorporating unique business and regulatory processes for grant programs GrantSolutions is an OMB-selected grants business leader providing end-to-end innovative grants management services dedicated to advancing the mission of Federal agencies
GuidehouseBOOTH 201
See write-up on page 40
IFAS LLCBOOTH 407www ifas-llc com
IFAS is an 8(a) Service-Disabled Veteran-Owned Small Business Woman-Owned Small Disadvan-taged Business providing Program Management Business and Finance Operations Integrated Logistics and IT Support Services to meet specific needs of our clients We provide geographically dispersed support available when and where you need us
Immersion ConsultingBOOTH 806www immersioninc com
Immersion Consulting a Service-Disabled Veteran-Owned Small Business headquartered in Annapolis Md provides business management and technology consulting to government nonprofit and commercial clients Founded in 2004 we specialize in program management financial management technology services and training Our mission provide clients with actionable business solutions that yield sustainable results
InforBOOTH 100www infor com
Infor Public Sector solutions streamline financial management across multiple systems With more than 25 years of public sector experience Infor helps you meet organization demands including budget and audit readiness performance management and financial control with flexible solution deployment options to help you operate more quickly and efficiently
Interior Business CenterBOOTH 402www doi govibc
The Interior Business Center one of several OMB-approved interagency shared-service providers offers acquisition financial manage-ment and HR under a fee-for-service full cost recovery business model By assisting multiple federal organizations IBC can leverage resources to share economies and efficiencies with external customers and our parent agency the US Department of the Interior
JP MorganBOOTH 701
See write-up on page 41
Kearney amp CompanyBOOTH 600
See write-up on page 40
Kforce Governnment Solutions IncBOOTH 202www kforcegov com
Kforce Government Solutions Inc (KGS) provides management and technology solutions to Federal Government and State and local agencies We deliver customized solutions across financial management organizational transformation and IT to solve our clientsrsquo most complex mission and business challenges KGS also offers the innovative TraumaFXreg line of medical training manikins
50 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
KPMG LLPBOOTH 506
See write-up on page 40
Lynch Consultants LLCBOOTH 401www lynchconsultants com
Lynch Consultants provides strategic financial and program advisory and assistance services to the federal government We partner with clients to deliver project management services financial and business support and strategic policy solutions for complex government programs Clients include numerous federal departments including DoD Navy Army VA HHS and HUD
Management ConceptsBOOTH 800www managementconcepts com
Management Concepts is a leading provider of professional development performance improve-ment and talent management solutions for the public sector Since 1973 we have collaborated with the federal government state and local offices non-profit organizations universities and corporations to enhance the performance of teams and organizations Follow us on Twitter Mgmt_Concepts
The MIL CorporationBOOTH 805www milcorp com
The MIL Corporation has grown steadily for 36 years and remains dedicated to excellence service and support across our four major service areas financial management and systems support information technology cyber security and systems and C4 engineering For more information please visit us at wwwmilcorpcom or on Facebook at httptinyurlcomFacebookMIL
mLINQS LLCBOOTH 203www mLINQS net
mLINQS a Service-Disabled Veteran-Owned Small Business founded in 2003 provides the govern-mentrsquos leading employee relocation management system and E-Gov travel (ETS2) consulting services Since 2004 mLINQS relocation system has automated relocations and tracked expenses for more than 30 agencies
MorganFranklin ConsultingBOOTH 707www morganfranklin com
MorganFranklin Consulting headquartered in McLean Va provides business consulting and technology solutions to public companies fast-growing private companies and US govern-ment agencies Third-party customer satisfaction surveys highlight the companyrsquos reputation for being hands-on flexible and skilled at bringing diverse groups together to complete projects on time and within budget
Qlik Tech IncBOOTH 801www qlik com
Qlikreg is the leading data analytics platform and the pioneer of user-driven business intelligence Its portfolio of cloud-based and on-premise solutions meets customersrsquo growing needs from reporting and self-service visual analysis to guided embedded and custom analytics regardless of where data is located
RMA Associates LLCBOOTH 501www rmafed com
RMA an SBA Certified 8(a) Small Business located in the Washington DC metropolitan area specializes in audit consulting and advisory
AGA PDT 2018 | ORLANDO 51
RSM US LLPBOOTH 207
See write-up on page 42
Savantage SolutionsBOOTH 308www savantage net
Savantage Solutions a CMMIreg Level 3 Rated and ISO 90012008 certified company is a leading provider of software development business consulting and program management support services One of only five vendors of financial management systems certified for federal use Savantage takes pride in its service excellence
Sehlke Consulting LLCBOOTH 200www sehlkeconsulting com
Founded in 2011 Sehlke Consulting is a Service-Disabled Veteran-Owned Small Business and Historically Underutilized Business Zone (HUBZone) firm based in Arlington Va We provide comprehensive leading solutions in Financial Management Acquisition Management Logistics and Supply Chain Management and National Security amp Defense Programs
TeraThink CorporationBOOTH 400www terathink com
TeraThink takes pride in the outstanding reputation we have earned over the past 15 years for delivering superior results to federal customers With expertise in agile development enterprise application technologies financial services and cloud solutions our delivery platform brings exceptional scale and value to support customersrsquo transformation business automation and mission-related goals Visit our booth and wwwTeraThinkcom for more information
TFC Consulting IncBOOTH 409www tfcci net
A licensed CPA firm Small Disadvantaged Business and ISO 9001_2015-certified enterprise TFC is the trusted partner of federal agencies facing complex financial management challenges Now celebrating 15 years of success and excellence in assisting clients TFC develops and implements comprehensive solutions to improve financial management environments and achieve operational efficiency
US Army Financial Management CommandBOOTH 802www facebook comUSAFMCOM
US Army Financial Management Command is responsible for the delivery of Army-wide Financial Management (FM) functions including Enterprise Resource Planning systems support audit and compliance support financial operations support and ERP business process standardization support and for providing operational oversight of Army field FM activities
Williams AdleyBOOTH 301
See write-up on page 43
Note The contents of this exhibitor list were compiled from information supplied by exhibitors While every effort has been made to ensure contents are correct AGA is unable to accept liability for errors or omissions or for any claims made by exhibitors
52 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AGA PDT 2018 | ORLANDO 53
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AIG Assistant Inspector GeneralAssoc AssociateAsst AssistantBus BusinessCEO Chief Executive OfficerCFO Chief Financial OfficerCIO Chief Information OfficerCo CountyComm CommitteeCOO Chief Operating OfficerCPAG Corporate Partner Advisory GroupDep DeputyDept DepartmentDev DevelopmentDir DirectorDiv DivisionEduc EducationERM Enterprise Risk ManagementExec ExecutiveFed FederalFM Financial ManagementGM General Manager Govt Government
Fields of Study See page 4 for list of Fields of Study
AOC Architect of the CapitolAOUSC Administrative Office of the
US CourtsCommerce US Department of CommerceDHHS US Department of Health
and Human ServicesDHS US Department of
Homeland SecurityDLA Defense Logistics AgencyDoD US Department of DefenseDoE US Department of EnergyDOI US Department of the InteriorDOJ US Department of JusticeDoS US Department of StateFASAB Federal Accounting Standards
Advisory BoardFiscal Service Bureau of the Fiscal ServiceFIT Office of Financial Innovation
and TransformationFMSB Financial Management Standards
BoardFTA Federal Transit Administration
HR Human ResourcesIG Inspector GeneralIT Information TechnologyMgmt ManagementMgr ManagerNatrsquol NationalOfc OfficePNP AGA Past National
PresidentPNT AGA Past National
TreasurerRPA Robotic Process
AutomationRVP Regional Vice PresidentSecrsquoy SecretarySME Subject Matter Expert Sr SeniorSvc ServiceSVP Senior Vice PresidentTech TechnicalUniv UniversityVP Vice President
GAO Government Accountability OfficeGASB Government Accounting Standards
BoardGSA US General Services
AdministrationHUD US Department of Housing
and Urban DevelopmentIRS Internal Revenue ServiceNASA National Aeronautics and Space
AdministrationNSF National Science FoundationOCFO Office of the Chief Financial OfficerOIG Office of Inspector GeneralOMB Office of Management and BudgetSBA Small Business AdministrationTreasury US Department of the TreasuryUSAID US Agency for International
DevelopmentUSDA US Department of AgricultureUSPTO US Patent and Trademark OfficeVA US Department of
Veteran Affairs
54 AGACGFM | PDT18
Glossary
MAIN CONVENTION CENTERSINGLE-LEVEL
REGISTRATION
CYBER LOUNGE
EX
HIB
IT H
ALL
PLENARY S
ESSIO
NS
AGA PDT 2018 | ORLANDO 55
Convention Center Floor Plans
圀䔀 䰀䤀匀吀䔀一 簀 圀䔀 䤀一一伀嘀䄀吀䔀 簀 圀䔀 䐀䔀䰀䤀嘀䔀刀
吀愀猀栀甀 吀爀椀瘀攀搀椀Ⰰ 倀爀攀猀椀搀攀渀琀䌀䔀伀 㜀㤀㐀 漀爀 琀琀爀椀瘀攀搀椀䀀琀昀挀挀椀渀攀琀
嘀椀猀椀琀 漀甀爀 眀攀戀猀椀琀攀 愀琀 眀眀眀琀昀挀挀椀渀攀琀
䘀漀爀 洀漀爀攀 椀渀昀漀爀洀愀琀椀漀渀 挀漀渀琀愀挀琀 吀䘀䌀
椀猀 琀栀攀 琀爀甀猀琀攀搀 瀀愀爀琀渀攀爀 昀漀爀 昀攀搀攀爀愀氀 愀最攀渀挀椀攀猀 琀栀愀琀愀爀攀 昀愀挀椀渀最 挀漀洀瀀氀攀砀 ǻ渀愀渀挀椀愀氀 洀愀渀愀最攀洀攀渀琀 挀栀愀氀氀攀渀最攀猀
吀䘀䌀 䌀漀渀猀甀氀琀椀渀最 䤀渀挀
뜀뜀
뜀뜀뜀뜀
䔀渀琀攀爀瀀爀椀猀攀 刀椀猀欀 䤀渀琀攀爀渀愀氀䌀漀渀琀爀漀氀猀 䄀搀瘀椀猀漀爀礀䤀洀瀀爀漀瀀攀爀 倀愀礀洀攀渀琀猀䴀攀愀猀甀爀攀洀攀渀琀 刀攀洀攀搀椀愀琀椀漀渀䘀椀渀愀渀挀椀愀氀 刀攀瀀漀爀琀椀渀最 䄀䄀挀挀漀甀渀琀椀渀最 伀瀀攀爀愀琀椀漀渀猀䘀椀渀愀渀挀椀愀氀 匀琀愀琀攀洀攀渀琀 䌀漀洀瀀氀椀愀渀挀攀 䄀甀搀椀琀䐀愀琀愀 䄀渀愀氀礀琀椀挀猀 伀瀀琀椀洀椀稀愀琀椀漀渀䤀吀 匀攀挀甀爀椀琀礀 刀攀瘀椀攀眀 䄀猀猀攀猀猀洀攀渀琀
伀甀爀 瘀愀氀甀攀ⴀ愀搀搀攀搀 猀攀爀瘀椀挀攀猀㨀
圀栀愀琀猀 礀漀甀爀 渀攀砀琀 洀漀瘀攀㼀
䴀愀渀礀 瀀愀琀栀猀Ⰰ 漀渀攀 挀漀爀爀攀挀琀 爀漀甀琀攀 䘀漀氀氀漀眀 吀䘀䌀 愀氀漀渀最 琀栀攀 爀漀甀琀攀 琀漀 猀甀挀挀攀猀猀 䘀椀爀猀琀 琀栀愀琀 挀漀爀爀攀挀琀氀礀
挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀
Health and Dental benefits designed exclusively for federal employees retirees and their families
We stand by you
gehahealth
gehacom
8008216136
OR-ADS-0318-004
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
See description on page 14
630 am ndash 4 pm
Registration Open
7 ndash 8 am
Continental Breakfast with ExhibitorsROYALSABALSAGO
8 ndash 915 am
T100 Plenary Session Leading from Any SeatCYPRESS BALLROOM | FOS PD
With real-world stories and insights from in and out of the cockpit Shannon Huffman Polson offers tangible leadership lessons for you to seek out your own targets and incorporate them into your own profession By examining leadership and situational challenges Shannon empowers others to lead and thrive in any dynamic environment
Shannon Huffman Polson Former US Army Captain and Pilot
M Doug Glenn AGA Immediate PNP
930 ndash 1020 am
T101 A Future Financial Reporting ModelCRYSTAL M-Q | FOS ACCG
Data and tools exist to provide consumable financial data to internal and external users by providing multiple ways of finding answers What if the data and tools were integrated into a digital model Join this session to learn how digitized data can reinvigorate the way we communicate and interact with financial information
M Tasha Austin Sr Mgr Deloitte
T102 Emerging Issues in State Government AccountabilityCRYSTAL C-F | FOS FIN
States often face many demands on their operation mdash coming from both a local and federal level This session will explore how two states are dealing with these pressures and what the future balancing act of demands looks like for them
M Melinda Miguel Dep IG AOC
T103 Leveraging Data Analytics Transforming Data Into Better DecisionsCRYSTAL H | FOS AUD
As data analytics become more commonplace in government agencies can leverage analytics tools to make better decisions and improve the effectiveness and efficiency of their programs This session will explore how analytics can be used to enhance decision-making
M Shivendra Verma Principal Grant Thornton LLP
PDT18 Follow us
AGACGFM
22 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T104 Implementing the Revised OMB Circular A-123 Appendix ACANARY 1-2 | FOS AUDG
This session will focus on the newly released revision to OMB Circular A-123 Appendix A Hear about the renewed focus on data quality planning as well as flexibilities provided around agency control activities
M David Zavada Sr Partner Kearney amp Company
T105 What Are Subrecipients Doing with Your MoneyGRAND 9-11 | FOS BMO
During this session attendees will hear what a subrecipient monitoring program should include
M Nasr Fahmy Asst Dir for Financial Assistance Oversight DHSOCFOFinancial Assistance Policy and Oversight
T106 Letrsquos Get Uncomfortable and Talk About Sexual HarassmentCANARY 3-4 | FOS HR
Victims of sexual harassment are speaking up and the alleged harassers are being exposed Join this important and timely session to learn what you can do to prevent sexual harassment in your workplace and create a safer work environment
M Karen Wilson Principal Public Sector Practice Guidehouse
T107 Hey Bot mdash What Can You Do for MeCRYSTAL K-L | FOS IT
Robotic Process Automation (RPA) has found its way into the government This session will discuss how federal agencies are currently using RPA and the potential for leveraging cognitive automation and artificial intelligence as the next steps in the intelligent automation process
M Adam Goldberg Exec Architect Fiscal Service
T108 Next Generation ERP Systems for Federal AgenciesGRAND 12-14 | FOS MGMT
This panel will examine ldquowhatrsquos nextrdquo for ERP systems at a time when many federal agencies need to modernize their financial systems This session will debate on-premise vs cloud single vendor vs best of breed agency owned and maintained vs shared services and outsourced support
M James Harris Finance and Enterprise Performance ndash Sr Mgr Accenture Federal Services
T109 Managing Large Complex Federally Funded Grants and ContractsCRYSTAL A-B | FOS SK
Increased scrutiny of large complex grants and contracts require agencies better assess their project risks develop mitigation strategies and monitor outcomes This session covers approaches to manage civilian and military construction projects measure earned-value and improve outcomes
M Bert Nuehring Partner Crowe LLP
AGA PDT 2018 | ORLANDO 23
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
930 ndash 11 am
Professional Ethics Board MeetingWASHINGTON
1020 ndash 11 am
Coffee Break with ExhibitorsROYALSABALSAGO
11 ndash 1150 am
T110 Innovations in Public PerformanceCRYSTAL K-L | FOS ACCG
Not surprisingly citizens want to know what they are getting for their tax dollars Panelists will discuss the performance measures and innovative techniques for engaging citizens developed by governments to help inform taxpayers
M Shivendra Verma Principal Grant Thornton LLP
T111 Setting the Foundation for TransparencyCRYSTAL A-B | FOS ACCG
This is a discussion of lessons learned from the first year of the DATA Act and next steps to improving transparency This session will discuss one agencyrsquos approach to successfully implementing the Act and next steps to improving its results
M Robert Shope Partner EY
T112 Federal Financial Audit Approach AlternativesGRAND 12-14 | FOS AUD
This session will share ideas identified by a federal CFO council workgroup to improve the nexus of costs benefits risks and burdens of the Agency Financial Report audit process
M Scott Bell Sr Staff Accountant Treasury
T113 How to Integrate Non-financial and Financial ReportingCRYSTAL M-Q | FOS AUDG
Explore how agencies leverage internal control over financial reporting organization structure knowledge and tools to address non-financial internal control requirements
M Jon Rymer Dir Lynch Consultants LLC
T114 Go Green From Overhead to Higher Training BudgetsCANARY 1-2 | FOS FIN
This session will discuss ways a department agency or business can decrease costs and allocate more resources towards employee training and professional development
M Chidilim Okonkno Systems Accountant NASA
T115 Where Did My Data Go and Why Should I CareCRYSTAL C-F | FOS IT
How have breaches and data disclosure incidents affected organizations from an economic and reputational perspective This session will discuss the impact of ransomware and other malicious attacks that restrict access to modify or delete your data
M Sarah Mirzakhani IT Principal CliftonLarsonAllen LLP
24 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T116 Application of Emotional IntelligenceCRYSTAL H | FOS PD
Everyone has dealt with ldquodifficultrdquo co-workers and individuals This session will explore how to handle different types of personalities by growing your own emotional intelligence
M Megan Gaillard Dir of Audit Palm Beach Co ndash OIG
T117 CFO SurveyGRAND 9-11 | FOS ACCG
This yearrsquos AGA CFO survey focuses on the tools and processes needed to help agencies address current budgetary challenges and mandates Join this session to hear the results of the online and in-person survey and discuss the findings with a panel of current and former CFOs
M Jim Taylor Managing Dir Grant Thornton LLP
copy 2018 Becker Professional Education Corporation All rights reserved
The knowledge you need to help prepare you for the next level of success
Becker Continuing Professional Education
Whether yoursquore a CPA CGFM CDFM DoD FMCIA CFE CMA or need GAGAS Becker offers Continuing Professional Education (CPE) tohelp meet your needs
With Becker CPE your accounting audit and fi nance professionals receive the timelyand relevant knowledge needed to help themstay ahead
Take advantage of our Subscription Program for unlimited use of Beckerrsquos CPE
+ Special rate forGovernment Agencies
+ Live Webcast and OnDemand formats(24x7 access)
+ Includes streaming videoand video courses
For more details on this program please visit agacgfmorgonlineCPE or contact John Gioeli at jgioelibeckercom
AGA PDT 2018 | ORLANDO 25
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T118 Letrsquos Get Uncomfortable and Talk About Sexual Harassment (repeat session)CANARY 3-4 | FOS HR
See description on page 23
M Karen Wilson Principal Public Sector Practice Guidehouse
1150 am ndash 1250 pm
Luncheon and Awards CeremonyCYPRESS BALLROOM See page 41
105 ndash 220 pm
T119 Certified Government Financial Manager (CGFM)CRYSTAL A-B | FOS PD
Discover the value of the CGFM designation Participants will hear from colleagues on why they pursued this certification and how it has helped advance their careers and distinguish them from others in their field You will also learn tips for preparing for the three CGFM exams
M Katya Silver Dir of Professional Certification AGA
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
T120 Leadership Ethics and Decision Making in Early AuditsCRYSTAL K-L | FOS BETH
Everyone is faced with various levels of ethical dilemmas at work and leadership can often create a culture that promotes unethical behavior without realizing the consequences Join this session to explore how ethics are integral to the behavior of employees and the impact of the behavior on early audits
M Robert Hart Sr Mgr EY
T121 Disrupting Improper PaymentsCRYSTAL H | FOS IT
Preventing improper payments is a government-wide challenge Join this session to learn how to make significant improvements and leverage disruptive technology to promote data sharing recipient authentication and encourage stakeholder collaboration Panelists will share best practices and explore ways to address root causes
M Steven Bernstein Exec Dir Electronic Payments Product Exec JP Morgan Treasury Svcs
T122 Fraud in Federal Assistance ProgramsCRYSTAL C-F | FOS AUDG
This session will give attendees an in-depth look at how fraud in federal programs was handled by state agencies federal grantors and state prosecutors This topic will explore case studies on the Summer Food Service Program and the Child and Adult Care Food Program
M Jeff Hart AGA PNP
Like us on
26 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T123 AGArsquos Grant Survey Improving Grantee ComplianceGRAND 12-14 | FOS MGMT
Recognizing challenges with grantee compliance AGA conducted a nationwide survey of federal grant recipients on implementation issues related to the Uniform Guidance (2 CFR 200) This session will focus on strategies and activities to address the most troubling areas identified by respondents
M James McKay Principal SME Grants Management Line of Business KGS
T124 Agency Risk Profile Lessons Learned and ValueCANARY 1-2 | FOS MGMT
This session will focus on agenciesrsquo experience from their A-123 Risk Profile definition process This session will include discussion of lessons learned outcomes achieved and value created
M Daniella Datskovska Dir ERM and Internal Control TFC Consulting Inc
Helping you succeed is ours Learn more at KPMGcomusfederal
Anticipate tomorrow Deliver today
copy 2017 KPMG LLP a Delaware limited liability partnership and the US member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (ldquoKPMG Internationalrdquo) a Swiss entity Some of the services or offerings provided by KPMG LLP are not permissible for its audit clients or affiliates NDPPS 677263
Your business is serving the public
AGA PDT 2018 | ORLANDO 27
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T125 Conflict in the Workplace Surviving and ResolvingCRYSTAL M-Q | FOS PD
Explore the types and causes of conflict in the workplace Participants will learn how to handle and manage conflict in the workplace Experts will share techniques for dealing with co-workers supervisors and staff in various situations involving both positive and negative conflicts
M Peggy Javery Acting Assoc CFO USDA
T126 FASAB Update Leases and More to ComeCANARY 3-4 | FOS ACCG
Hear from FASAB staff about recently-issued standards open proposals and proposals under development FASAB staff will discuss implementation of the new standards Additionally insights regarding new developments will be shared along with tips to help you prepare
M Wendy Payne Exec Dir FASAB
105 ndash 325 pm
EXEC2 AGA Digital Executive Session (invitation only)GRAND 9-11 | FOS IT
Learn about emerging technologies that may soon change the way you support your organizationrsquos mission Understand priorities challenges issues and opportunities from government leaders Engage in a highly interactive and engaging discussion on the latest strategies for digital transformation and exchange ideas and solutions with colleagues that you can bring back to your organization
M Kevin Greer VP CGI Federal
235 ndash 325 pm
T127 Medicaid The Elephant in the RoomCANARY 3-4 | FOS ACCG
Medicaid is a critical service in the lives of millions of Americans It is also a major expense for both federal and state entities This session will explore the ways that federal managers and state auditors are collaborating to make sure that these allocated dollars are spent wisely
M Kinney Poynter Exec Dir NASACT
T128 Path to Auditability Implementing New FASAB StandardsCANARY 1-2 | FOS ACCG
This session will provide an understanding of SFFAS 48 Opening Balances for Inventory Operating Materials and Supplies Stockpile and SFFAS 50 Establishing Open Balances for General Property Plant and Equipment and discuss tips for successful implementation Additionally participants will hear about implementing the standards mdash including the pitfalls and best practices for success
M Eveka Rodriguez Partner Grant Thornton LLP
T129 Data Analytics for FraudCRYSTAL A-B | FOS AUDG
Proactive data monitoring and use of data analytics can prevent your entity from being subject to a public fraud This session will show attendees how proactive data analysis techniques and tools can save money prevent bad publicity and detect fraud faster with fewer resources
M Sarah Hays Programming Dir Data Coalition
28 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T130 Planning for Federal Funding DecreasesCRYSTAL C-F | FOS FIN
State and local governments federal funding sources are always in flux This session will feature a panel of state and local government leaders discussing what plans they have in place in the event of a reduction of federal funds
M Lealan Miller AGA FMSB Chair
T131 My Data Was Just BreachedCRYSTAL K-L | FOS IT
Access to data is key to effective analytics However with recent data breaches security standards around data transfer and storage have tightened This session discusses steps to follow to ensure secure handling of data in analytics programs
M Phil Magrogan COO Immersion Consulting
MAKES A DIFFERENCE
Find the six dierences in the two photos Present at booth 202 for your prize
2677 Prosperity Avenue Suite 100 Fairfax Virginia 22031 wwwkforcegovcom Kforce_govKGS
RISKMANAGEMENT
COMPLIANCE ampAUDIT SERVICES
GRANTSMANAGEMENT
FINANCIALIMPROVEMENT
FINANCIALTECHNOLOGY
AGA PDT 2018 | ORLANDO 29
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T132 Communicating Effectively Skills and TechniquesCRYSTAL M-Q | FOS COMS
Improve your communication skills with colleagues customers supervisors and staff mdash and learn how to adjust styles based on with whom you communicate verbally vocally and visually This interactive session will address the needs concerns and frustrations of communicating effectively in todayrsquos workplace
M Dave LeBlanc SVP-at-Large AGA
T133 The Presidentrsquos Management Agenda and the Uniform GuidanceCRYSTAL C-F | FOS MGMT
The Presidentrsquos Management Agenda (PMA) was released in March 2018 This session will discuss the PMA Cross Agency Priority (CAP) Goal 8 Results-Oriented Accountability for Grants This session will also discuss the connectivity between OMBrsquos Uniform Guidance the PMA and the future vision for the world of grants
M Charles Hester InstructorConsultant AGA RVPndashWest Coast Region
325 ndash 405 pm
Coffee Break with ExhibitorsROYALSABALSAGO
330 ndash 545 pm
Young Professionals RoundtableMIAMI | FOS PD
Hear what accomplished leaders deem essential success factors for young professionals in todayrsquos ever-changing and challenging government financial management environment Interactive QampA will focus on leadership networking communication mentorship advancement and change management Speed networking session immediately follows for participants
405 ndash 455 pm
T134 Uniform Guidance Year Three mdash What You Still Donrsquot KnowCANARY 1-2 | FOS AUDG
The Uniform Guidance has been in effect for more than three years yet there are still several aspects to implement This presentation will explore those topics as well as best practices identified over the past three years
M Lealan Miller AGA FMSB Chair
T135 Protect Taxpayer DollarsGRAND 12-14 | FOS AUDG
Government vendors have larger and more contractual requirements which can lead to greater need for vendor audits Join this session to explore how vendors are audited to make sure they provide the government with the full set of contracted services and ultimately protect taxpayer dollars
M Kim Farington CFO FirstNetHave session ideas
for PDT 2019Join the PDT technical
committee email meetingsagacgfmorg
30 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
ARE YOU READY
cohnreznickcomindustriespublic-sector
CohnReznick helps forward-thinking public sector organizations address stringent regulatory requirements strengthen risk managementand achieve their business goals
Visit Us at Booth 302
T136 Improving Federal Government Employee MoraleCRYSTAL M-Q | FOS HR
What resources are available in the federal government structure to keep employees engaged and satisfied Are there things that the finance community can and should be doing to support employee morale in their agencies This session will explore how government offices can make changes that can result in higher productivity and employee engagement
M Anthony Scardino Dep Under Secrsquoy and Dep Dir USPTO
T137 Process Robotics Building Finance Bots LIVECRYSTAL A-B | FOS IT
Hear from digital labor experts about how operations improvements with robotics and cognitive solutions can drive greater efficiency cost management and employee morale This session will also feature a live demo of digital labor currently in action at a federal agency
M Chris Huff US Public Sector RPA Lead Deloitte Consulting LLP
AGA PDT 2018 | ORLANDO 31
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T138 Be Our Guest Magical Service for Finance CustomersCRYSTAL C-F | FOS MGMT
Disney has legendary customer service Hear about the practices taught by the Disney Institute and learn how you can deliver world-class financial accounting and audit services in your own organization
M Reed Waller Asst Dir Financial Management Initiatives Group DOJ
T139 Next Generation Leaders New Skills and New NeedsCRYSTAL H | FOS PD
Much has been discussed about millennials in the workplace but what are the keys to building the younger generation into effective leaders This session will explore how their immersion in technology gives them strengths and challenges when taking on new responsibilities as leaders in the federal workplace
M Doreen Shute Managing Principal CliftonLarsonAllen LLP
T140 Program Evaluation mdash Letrsquos Tell the TruthCRYSTAL K-L | FOS MGMT
This session will discuss the benefits of conducting program evaluations to determine program effectiveness support data analyses and make informed budget decisions Hear from federal state and local representatives who have conducted program evaluations and learn how the results were used
M Robert Tuccillo CFO Federal Transit Administration
T141 Look No Further Intergovernmental Job Aids to the RescueGRAND 9-11 | FOS ACCG
Learn about available tools guides and job aids for all levels of government developed by AGArsquos Intergovernmental Partnership (IP) program During this session government leaders will showcase tools and other resources available on AGArsquos website (wwwagacgfmorgtools-resources)
M Clark Partridge State Controller AZ
405 ndash 530 pm
Corporate Partner Advisory Group (CPAG) MeetingNEW ORLEANS
CPAG representatives and those from organizations interested in joining the program are invited to participate in this annual business meeting This meeting is an excellent opportunity to network with other corporate partner representatives and learn how to maximize your organizationrsquos partnership with AGA
8 ndash 10 pm
AGA Networking ReceptionMARRIOTT HOTEL LOBBY BAR
Join us for some after-dinner networking and socializing
32 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
See description on page 14
630 am ndash 4 pm
Registration Open
715 ndash 815 am
National Awards BreakfastCYPRESS BALLROOM
820 ndash 910 am
W100 Plenary Session OMBTreasuryDoD UpdateCYPRESS BALLROOM | FOS ACCG
David Lebryk Fiscal Asst Secrsquoy Treasury
David Norquist Under Secrsquoy of Defense (Comptroller) CFO DoD
Tim Soltis Dep Controller OMB
M Ann Ebberts CEO AGA
910 ndash 10 am
W101 Plenary Session Innovate the Way You InnovateCYPRESS BALLROOM | FOS PD
Learn how to create a culture of innovation within your organization Mr Shapiro will highlight how to use a challenge-centered approach to measure innovation the process of experimentation and how to maximize return on investments
Stephen Shapiro Innovation Expert
10 ndash 1030 am
Coffee BreakCRYSTAL FOYER
1030 ndash 1145 am
W102 One on One with GASB mdash An UpdateGRAND 9-11 | FOS ACCG
Meet with members of the GASB to receive the most up-to-date information regarding GASB standards exposure drafts and other projects that affect governments and their auditors
M Lealan Miller AGA FMSB Chair
W103 DoD Audit UpdateCANARY 1-2 | FOS AUD
This session will focus on the major audit and financial improvement activities underway across DoD
M Bryan Nelms Principal Kearney amp Company
W104 Understanding and Using the New Service Organization Control ReportsCANARY 3-4 | FOS AUDG
This session will discuss the significant changes underlying the new service organization control reports issued under AT-C 320 (formerly SSAE 16)
M Asif Khan Dir FM and Assurance GAO
W105 Managing in the Changing Workplace EnvironmentCRYSTAL A-B | FOS HR
Hear about the techniques and tools available to managers to maintain a team-building environment with a significant number of employees teleworking
M Thalia Melendez Dir of Audit Svcs NY State Educ Dept
AGA PDT 2018 | ORLANDO 33
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W106 Data All Around Us mdash CFOrsquos Move to a New NormalCRYSTAL M-Q | FOS IT
Advanced data analytics have turned data into powerful insights to manage programs and enhance the citizen experience as never before This session will explore how the availability of data is changing the role of the CFO
M Jorge Asef-Sargent Partner KPMG LLP
W107 How Emerging Technologies Will Transform Payments and CollectionsCRYSTAL K-L | FOS IT
Payments and collections are fertile ground for emerging technologies Artificial intelligence robotics Blockchain big data and the continued digitization of commerce will continue to transform payments and collections Panelists will share their futurist views of the payments and collections landscape
M Joe Hussey Managing Dir JP Morgan Treasury Services
W108 Cloud Enterprise Reporting mdash The FIRST FrontierCRYSTAL C-F | FOS IT
This session will explore cloud enterprise reporting Attendees will learn how to utilize the cloud to streamline external reporting by ingestion data centrally and then maximizing the utility of data to enhance integrity and inform management decisions
M Demek Adams Principal Grant Thornton LLP
W109 Annual Womenrsquos Forum Leading in Life and CareerCRYSTAL H | FOS PD
Empowered women are a cornerstone of effective government and a more competitive federal state and local workforce of the future Join this powerful annual convening of women leaders in accounting finance and technology as they discuss their journey and careers with high-impact and meaning
M Tracey Walker Natrsquol Dir Govt Affairs Culture Diversity and Inclusion RSM US LLP
W110 Federal Financial Standards Will We Get ThereGRAND 12-14 | FOS ACCG
Department of the Treasuryrsquos Office of Financial Innovation and Transformation (FIT) is defining federal financial standard references to promote innovation a common knowledge base and processes to improve interoperability of federal systems Join this session for an update on FITrsquos work and the expected benefits of this initiative
M Marshall Henry FM Program Manager Treasury Fiscal Service
1145 am ndash 1245 pm
National Awards LuncheonCYPRESS BALLROOM
1 ndash 2 pm
Financial Management Standards Board MeetingWASHINGTON
34 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1 ndash 215 pm
W111 Conducting Effective Assessments of Internal ControlsCRYSTAL K-L | FOS ACCG
This session will introduce participants to key concepts issues and standards necessary to design and implement policies to achieve the organizationrsquos objectives
M Sefton Boyars ConsultantTrainer Sefton Boyars CGFM CPA
W112 New Fraud Fighters Cryptocurrencies Blockchain and Secure TransactionsCRYSTAL C-F | FOS AUD
Government is inherently a transactional business From deeds to disbursements the quantity of documents governments maintain on paper and digital image continues to grow Criminals are abusing the current processes to commit fraud at an increasing rate Learn how you can use Blockchain to disrupt and combat fraud
M Jay Schulman Principal RSM US LLP
W113 Data Visualization mdash Using Geographic Information Systems as an Audit ToolGRAND 9-11 | FOS AUDG
Geographic Information Systems (GIS) are increasingly being utilized as a tool to present audit information Learn from experts on how recipients of government services using GIS provides a wealth of audit opportunities
M Gwendolyn Sewell Chief Mission Compliance and Audit ReadinessAccounting Air Force
W114 Finance 2020 Embracing the Changes to ComeCRYSTAL A-B | FOS MGMT
What is the role of CFOs and senior finance staff in this rapidly changing digital world This session will explore the evolution in the field from an expense control spreadsheet-driven and retrospective reporting center into a predictive analytics powerhouse
M Scott Quehl Sr Principal Accenture Federal Services
W115 Quality Management ConfrontationGRAND 12-14 | FOS MGMT
How do you optimize resources and maximize efficiency Join our panel of experts as they discuss various topics in performance management and answer questions such as ldquoHow is quality management implemented throughout an organizationrdquo and ldquoHow do you view and plan around resource allocationrdquo
M Wayne Ference Partner Castro amp Company LLC
W116 Enterprise Risk Management Stories from the Front LinesCRYSTAL H | FOS MGMT
For the past two years agencies have been working to implement the changes made to OMB A-123 This session will feature feedback from agency risk officers on whether ERM is living up to expectations
M Tom Carroll CFO AOC
AGA PDT 2018 | ORLANDO 35
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W117 Leadership Keys to SuccessCRYSTAL M-Q | FOS PD
Gain perspective from a senior leader in government about how you can make a difference in your organization This entertaining session will cover how to develop people build trust cultivate relationships and communicate more effectively Leadership is possible at any level of government
M Mary Peterman Dep Chief Finance and Procurement AOUSC
W118 Building an Optimal Analytics-Driven Program Integrity OfficeCANARY 1-2 | FOS MGMT
With the passage of the Fraud Reduction and DATA Act agencies are under increased pressure to have effective program integrity offices that leverage data analytics and focus on outcomes Hear best practices found from a comprehensive pilot project conducted at the VA
M Linda Miller Dir Grant Thornton LLP
W119 Competencies The Thread that BindsCANARY 3-4 | FOS HR
DoD like other agencies is required by law to develop functional competencies to use in strategic workforce planning The DoD FM community developed 24 enterprise-wide FM competencies Learn how these competencies serve as the thread which binds the FM workforce development portfolio into a coherent strategic plan which guides career development
M Jansen Sauvageau SVP PNC Bank
230 ndash 3 pm
AGA National President Gavel ExchangeCYPRESS BALLROOM
3 ndash 4 pm
W120 Closing Plenary Session Shift Your Brilliance Leading Amidst UncertaintyCYPRESS BALLROOM | FOS PD
This session will teach participants how to solve problems get out of the past and think like a leader of the future You will develop an enhanced sense of perspective understand where you shine and learn how to lead without a title to create effective change
Simon Bailey Author amp Inspirational Coach
M John Lynskey AGA 2018ndash2019 National President
6 ndash 11 pm
Presidentrsquos Appreciation ReceptionROYALSABALSAGO
Join us as we celebrate and thank 2017ndash2018 AGA National President Jim Arnette for his service and contributions to AGA and the financial management community
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
36 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
AGA PDT 2018 | ORLANDO 37
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
Please join us in thanking our sponsors for their generous support of AGArsquos 2018 Professional Development Training
PLATINUM SPONSORS
Accenture Federal ServicesVIRTUAL EXPERIENCE
Rowan MirandaManaging Dir CFO Advisory Practice Leadrowanamirandaaccenturefederalcomwwwaccenturefederalcom
Accenture Federal Services a wholly owned subsidiary of Accenture LLP is a US company with offices in Arlington Va Accenturersquos federal business has served every cabinet-level department and 30 of the largest federal organizations Accenture Federal Services transforms bold ideas into breakthrough outcomes for clients at defense intelligence public safety civilian and military health organizations
Grant Thornton LLPTOTE BAGS
Robert SheaPrincipal Global Public Sectorrobertsheausgtcomwwwgranthorntoncompublicsector
Grant Thornton LLP the US member firm of Grant Thornton International is one of six global accounting tax and business advisory organizations Our Global Public Sector based in Alexandria Va is a management consulting business providing responsive and innovative financial performance management and systems solutions to governments and international organizations
GOLD SPONSORS
CGIDIGITAL EXECUTIVE SESSION
Kevin GreerVP Mgmt Consulting KevinGreercgifederalcomwwwcgifederalcomusfederal
A global leader in IT business process and professional services CGI partners with federal agencies to provide end-to-end solutions for defense civilian and intelligence missions Since 1976 we have delivered quality services to help clients achieve results at every stage of the program product and business lifecycle
38 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CliftonLarsonAllenBADGE HOLDERS
Doreen ShuteManaging Principal Fed Govt SvcsDoreenShuteCLAconnectcomwwwCLAconnectcom
CLA is a professional services firm delivering integrated advisory outsourcing and public accounting capabilities to help clients succeed professionally and personally Our practice group members are recognized industry experts and established leaders in the government community We focus on active engagement in the industry a sentiment beyond meeting requirements and standards
DeloitteWATER BOTTLESHYDRATION STATIONS
Colin Duncan Managing Dircoduncandeloittecom wwwdeloittecomusfederal
Deloittersquos Government and Public Services practice consists of more than 12000 professionals across the country serving federal state and local government and higher education clients across consulting and advisory functions bring fresh perspective mdash from inside and outside government mdash to help solve our nationrsquos biggest challenges We bring insights from our client experience and research to drive bold and lasting results People Ideas Technology and Outcomes mdash all Designed for Impact
EYAGA EXECUTIVE SESSION
Bill ColbertPartner PI Financebillcolberteycomwwweycomgovpublicsector
The Government and Public Sector practice of Ernst amp Young LLP provides a full range of consulting and audit services leveraging our experience with both government and commercial clients We deliver real change and measurable results through our diverse high-performing teams operational know-how from across our global organization and bold ideas tailored to each clientrsquos unique mission
AGA PDT 2018 | ORLANDO 39
GOLD SPONSORS (continued)
GuidehouseMONDAY LUNCHEON
Christina VanecekMarketing Mgrcvanecekguidehousecomwwwguidehousecom
Guidehouse formerly PwC Public Sector provides management technology and risk consulting to clients around the world through more than 1600 professionals in 20 locations Now as Guidehouse we offer the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected
Kearney amp CompanyPHOTO BOOTH
Erika SteiningerPartneresteiningerkearneycocomwwwkearneycocom
Kearney amp Company a CPA and consulting firm exclusively serving the Federal Government takes pride in its ability to assist agencies in meeting business objectives and complying with complex requirements Practice areas include Financial Reporting and Accounting Support Internal ControlsA-123 Financial Services Financial Healthcare Services Advisory Services and Program Management
KPMG LLPHOST COMMITTEE SHIRTS MONDAY BREAKFAST
Diane DudleyPartner-in-Charge Fed Auditddudleykpmgcomwwwkpmgcom
For more than 100 years KPMG LLP has assisted the government in the civilian defense and intelligence sectors Today we help these organizations adapt to new environments by working with them to transform business models leverage data protect information assets and provide assurance services while focusing on their mission
40 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
CPAG Small Business CommitteeTUESDAY LUNCHEON
Dedicated members of AGArsquos Small Business Committee are proud to sponsor the 2018 PDT Tuesday Awards Luncheon Thank you to 2nd Wave Castro amp Co Immersion RMA Associates TFC Consulting Trilogy Federal and Watkins Government Services
Get Inspired During PDTthen submit your best practices to the Journal of Government Financial Management by Sept 1 2018
Learn more and view the 2018ndash2019 editorial calendar at wwwagacgfmorgjournal
SILVER SPONSORS
JP MorganTUESDAY BREAKFAST
Denise PetittaExec DirDenisePetittajpmorgancomwwwjpmorgancom
JP Morgan is a premier corporate and investment bank with a full suite of global financial services and capabilities Our clients include the worldrsquos most important corporations governments financial institutions pensions sovereign wealth organizations states and municipalities we offer strategic advice and deliver banking services in more than 100 countries
AGA PDT 2018 | ORLANDO 41
SILVER SPONSORS (continued)
RSM US LLPPDT APP amp WIFI
Mary GoldsmithFed Bus Dev Dirmarygoldsmithrsmuscomwwwrsmuscom
RSM US LLP provides risk financial and technology management consulting services to the public sector We are an inclusive enterprise and support AGA CPAG and Womenrsquos forum We help federal state and local entities improve performance through a comprehensive understanding of their business models internal processes objectives and daily realities
BRASS SPONSORS
Automation AnywhereSTANDING SIGN
Sharon OrsquoNeillHead of Americas Field Marketingsharononeillautomationanywherecom wwwautomationanywherecom
Automation Anywhere is the global leader in enterprise-grade comprehensive Robotic Process Automation software including Cognitive and real-time analytics Over 1000 of the worldrsquos largest brands use our platform to create and manage their Digital Workforce and scale their business processes faster with near-zero error rates while dramatically reducing operational costs
Crowe LLPTUESDAY AM COFFEE BREAK
Bert NeuhringRisk Consulting Partnerbertnuehringcrowecomwwwcrowecom
Crowe LLP is a public accounting consulting and technology firm with offices around the world Crowe uses its deep industry expertise to provide audit services to public and private entities The firm and its subsidiaries also help clients make smart decisions that lead to lasting value with its tax advisory risk and performance services
42 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
BRASS SPONSORS (continued)
MastercardMONDAY AFTERNOON COFFEE BREAK
MariBeth McCarthyVP Bus Leadermaribeth_mccarthymastercardcomwwwmastercardcom
Mastercard (NYSE MA) is a technology company in the global payments industry We operate the worldrsquos fastest payments-processing network connecting consumers financial institutions merchants governments and businesses in more than 210 countries and territories Mastercardrsquos products and solutions make everyday commerce activities easier more secure and more efficient for everyone
PNC BankDIRECTIONAL SIGNAGE
Lauren GradwellAccount MgrLaurengradwellpnccomwwwpnccomideas
PNC is one of the nationrsquos largest financial services organizations providing retail and business banking residential mortgage banking specialized services for corporations and government entities including corporate banking treasury management real estate finance asset-based lending wealth management and asset management We are focused on delivering ideas insight and solutions to our clients to help them maximize the value of their business
Williams AdleyMONDAY MORNING COFFEE BREAK
Melinda BuckBus Dev Leadmbuckwilliamsadleycomwwwwilliamsadleycom
Williams Adley is one of the countryrsquos premier certified public accounting and management consulting firms Our diverse knowledge backgrounds and subject-matter expertise help a wide variety of government agencies and businesses achieve their financial program and information technology goals
AGA PDT 2018 | ORLANDO 43
MEDIA SPONSORS
Government Matters
John Meyer Managing DirjmeyerGovMatterstv wwwGovMatterstv
Government Matters is a television news program dedicated to providing non-partisan information and analysis to federal managers contractors and those supporting the federal marketplace The program airs weeknights in Washington DC on NewsChannel 8 Sunday Mornings on ABC 7 and worldwide on the American Forces Network (AFN)
GOVERNING
Meg Keller Dir of Marketingmkellergoverningcomwwwgoverningcom
For 25 years GOVERNING has been the only publication dedicated to providing the information insight and inspiration state and local leaders need to govern effectively Subscriptions for most state and local government professionals are free as is attendance at most GOVERNING events
Route Fifty
Hilery Sirpis Publisherhsirpisgovexeccomwwwroutefiftycom
Route Fifty a new digital publication and events brand from Atlantic Mediarsquos Government Executive Media Group connects leaders and ideas advancing state and local governments with news insight and resources It facilitates sharing of best practices and ideas among those creating government programs policies and institutions for the 21st century
44 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Play AGArsquos Exhibitor Hunt and win big prizes
including FREE registration to an
upcoming AGA training event
View CPEs Earned
Visit httpsessions ats-leads comagapdt2018 and enter your badge number to view CPEs earned during PDT
Note Only CPEs earned from previous day(s) can be viewed
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VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
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MAIN
VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
MAINENTRANCE
Stop by PDT 2019 Booth 102
Relax RechargeGet a free massage
46 AGACGFM | PDT18
Exhibit Hall Floor Plan
Exhibitors by Booth Number
Company Name Booth
Infor 100 Bureau of the Fiscal Service 101Audimation Services 104American Society of Military Comptrollers 106Kearney Photo Booth 107Graduate School 108 Sehlke Consulting LLC 200Guidehouse 201Kforce Government Solutions Inc 202mLINQS LLC 203RSM US LLP 207GrantSolutions 209ACL Services Ltd 300Williams Adley 301CohnReznick Government 302AOC Solutions 303CGI Federal 306Virtual Experience with Accenture 307Savantage Solutions 308TeraThink Corporation 400Lynch Consultants LLC 401Interior Business Center 402GEHA 403
Company Name Booth
IFAS LLC 407TFC Consulting Inc 409Grant Thornton LLP 500RMA Associates LLC 501Castro amp Company LLC 503KPMG LLP 506AGA Community Service amp Silent Auction 507Kearney amp Company 600EY 601AGA 607J P Morgan 701FI Consulting 703CliftonLarsonAllen LLP 706MorganFranklin Consulting 707Becker Professional Education 709Management Concepts 800Qlik Tech Inc 801U S Army Financial Management Command 802The MIL Corporation 805Immersion Consulting 806Automation Anywhere 809
ACL Services LtdBOOTH 300wwwaclcom
ACL is a global software company with innovative solutions for public sector professionals to keep processes in check and provide higher levels of assurance through team-based analytic approaches ACLrsquos platform has helped over 250 government offices globally to bolster compliance manage risks and assure effective governance Learn more at our booth and wwwaclcom
AGABOOTH 607wwwagacgfmorg
AGA is the member organization for government financial management professionals We lead and encourage change that benefits our field and all citizens Our networking events professional certification publications and ongoing education help members build skills and advance their careers Learn about our thought-leadership library online tools CGFM designation and more
AGA PDT 2018 | ORLANDO 47
Exhibitor Appreciation AGA Corporate Partner
AGA Community Service amp Silent AuctionBOOTH 507
Buy tickets and bid for great prizes in our silent auction including gift certificates gift baskets sports memorabilia vacations and more Proceeds support AGArsquos National Community Service Fund the American Cancer Society the American Heart Association the Humane Society and Habitat for Humanity Winners posted daily present the winning ticket to claim your prize
AGA New Orleans ChapterBACK OF EXHIBIT HALLwwwagacgfmorgneworleans
Stop by our booth to learn more about New Orleans and plan your trip to PDT 2019 scheduled for July 21ndash24 2019 You might win a free PDT 2019 registration
American Society of Military Comptrollers BOOTH 106wwwasmconlineorg
ASMC is the non-profit educational and professional organization for persons military and civilian in the overall field of military comptrollership ASMC promotes the education and training of its members and supports the development and advancement of the military comptrollership profession The society provides professional programs to keep members abreast of current issues and encour-ages the exchange of information techniques and approaches
AOC SolutionsBOOTH 303wwwaocfederalsolutionscom
AOC Solutions Inc is a Service-Disabled Veteran-Owned Business providing financial management federal accounting audit readiness support and technology services AOC thought leaders are dedicated to helping agencies identify better ways to analyze accounting and financial data for cost reduction and increased efficiency
Audimation ServicesBOOTH 104wwwaudimationcom
Audimation Services Inc is the US distributor of CaseWare IDEAreg a powerful user-friendly data analytics software tool designed to help profes-sionals extend auditing capabilities detect fraud and meet documentation standards We specialize in helping organizations streamline audits simplify data acquisition and improve business processes
Automation Anywhere BOOTH 809
See write-up on page 42
Becker Professional EducationBOOTH 709wwwbeckercom
Do you need CPE for CGFMreg CPA or the new DoD FM Certification Come ask about our Government Family Offer Nearly half a million professionals have advanced their careers through our CPE programs including CPA Exam Review PMPreg Exam Review Cybersecurity Six Sigma and more And be sure to check out our new program for Certified Anti-Money Laundering Specialists (CAMS)
Bureau of the Fiscal ServiceBOOTH 101wwwfiscaltreasurygov
The Bureau of the Fiscal Service serves as a catalyst for transforming the way the federal government manages finances and delivers shared services Our passion is improving financial management and shared service delivery through efficient and effective operations and through guidance and assistance to others
48 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Castro amp Company LLCBOOTH 503www castroco com
Headquartered in Washington DC Castro amp Company is an audit advisory and accounting services CPA firm with a strong federal customer focus We are a Minority-Owned Small Business offering the personalized services of a small firm with the full resources and quality expected from a larger CPA firm
CGI FederalBOOTH 306
See write-up on page 38
CliftonLarsonAllen LLPBOOTH 706
See write-up on page 39
CohnReznick GovernmentBOOTH 302www cohnreznick com
CohnReznick Government provides audit accounting and financial management compliance risk and integrity monitoring program and project management and disaster response and recovery Our comprehensive project management approach provides clients with reliable processes and delivers accounting insights to help government organizations improve communication administer fiscal and operational strategies and meet compliance requirements
EYBOOTH 601
See write-up on page 39
FI ConsultingBOOTH 703www ficonsulting com
FI Consulting develops effective practical solutions to help federal agencies achieve their missions while operating efficiently managing risk and adapting to a changing policy environment We apply our core strengths in Data Analytics Modeling and Technology to gain program performance insight manage risk improve operations and better deliver mission
GEHABOOTH 403www geha com
GEHA provides medical and dental plans through the FEHB and FEDVIP programs for more than 18 million federal employees retirees and their families GEHA members receive year-round vision and hearing benefits plus other discounts For more information please stop by our booth or visit gehacom and gehadentalcom
Graduate SchoolBOOTH 108www graduateschool edu
Graduate School USA provides a wide range of learning opportunities in formats accessible to adult learners everywhere through training continuing education courses executive and leadership development and credit offerings For professionals in the government auditing and financial management community we offer a comprehensive curriculum taught by leading practitioners
Grant Thornton LLPBOOTH 500
See write-up on page 38
AGA PDT 2018 | ORLANDO 49
GrantSolutionsBOOTH 209www grantsolutions gov
GrantSolutions supports Federal agencies throughout the grants lifecycle mdash from pre-award planning through application award and closeout Our service finds solutions for shared mission needs across agencies while incorporating unique business and regulatory processes for grant programs GrantSolutions is an OMB-selected grants business leader providing end-to-end innovative grants management services dedicated to advancing the mission of Federal agencies
GuidehouseBOOTH 201
See write-up on page 40
IFAS LLCBOOTH 407www ifas-llc com
IFAS is an 8(a) Service-Disabled Veteran-Owned Small Business Woman-Owned Small Disadvan-taged Business providing Program Management Business and Finance Operations Integrated Logistics and IT Support Services to meet specific needs of our clients We provide geographically dispersed support available when and where you need us
Immersion ConsultingBOOTH 806www immersioninc com
Immersion Consulting a Service-Disabled Veteran-Owned Small Business headquartered in Annapolis Md provides business management and technology consulting to government nonprofit and commercial clients Founded in 2004 we specialize in program management financial management technology services and training Our mission provide clients with actionable business solutions that yield sustainable results
InforBOOTH 100www infor com
Infor Public Sector solutions streamline financial management across multiple systems With more than 25 years of public sector experience Infor helps you meet organization demands including budget and audit readiness performance management and financial control with flexible solution deployment options to help you operate more quickly and efficiently
Interior Business CenterBOOTH 402www doi govibc
The Interior Business Center one of several OMB-approved interagency shared-service providers offers acquisition financial manage-ment and HR under a fee-for-service full cost recovery business model By assisting multiple federal organizations IBC can leverage resources to share economies and efficiencies with external customers and our parent agency the US Department of the Interior
JP MorganBOOTH 701
See write-up on page 41
Kearney amp CompanyBOOTH 600
See write-up on page 40
Kforce Governnment Solutions IncBOOTH 202www kforcegov com
Kforce Government Solutions Inc (KGS) provides management and technology solutions to Federal Government and State and local agencies We deliver customized solutions across financial management organizational transformation and IT to solve our clientsrsquo most complex mission and business challenges KGS also offers the innovative TraumaFXreg line of medical training manikins
50 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
KPMG LLPBOOTH 506
See write-up on page 40
Lynch Consultants LLCBOOTH 401www lynchconsultants com
Lynch Consultants provides strategic financial and program advisory and assistance services to the federal government We partner with clients to deliver project management services financial and business support and strategic policy solutions for complex government programs Clients include numerous federal departments including DoD Navy Army VA HHS and HUD
Management ConceptsBOOTH 800www managementconcepts com
Management Concepts is a leading provider of professional development performance improve-ment and talent management solutions for the public sector Since 1973 we have collaborated with the federal government state and local offices non-profit organizations universities and corporations to enhance the performance of teams and organizations Follow us on Twitter Mgmt_Concepts
The MIL CorporationBOOTH 805www milcorp com
The MIL Corporation has grown steadily for 36 years and remains dedicated to excellence service and support across our four major service areas financial management and systems support information technology cyber security and systems and C4 engineering For more information please visit us at wwwmilcorpcom or on Facebook at httptinyurlcomFacebookMIL
mLINQS LLCBOOTH 203www mLINQS net
mLINQS a Service-Disabled Veteran-Owned Small Business founded in 2003 provides the govern-mentrsquos leading employee relocation management system and E-Gov travel (ETS2) consulting services Since 2004 mLINQS relocation system has automated relocations and tracked expenses for more than 30 agencies
MorganFranklin ConsultingBOOTH 707www morganfranklin com
MorganFranklin Consulting headquartered in McLean Va provides business consulting and technology solutions to public companies fast-growing private companies and US govern-ment agencies Third-party customer satisfaction surveys highlight the companyrsquos reputation for being hands-on flexible and skilled at bringing diverse groups together to complete projects on time and within budget
Qlik Tech IncBOOTH 801www qlik com
Qlikreg is the leading data analytics platform and the pioneer of user-driven business intelligence Its portfolio of cloud-based and on-premise solutions meets customersrsquo growing needs from reporting and self-service visual analysis to guided embedded and custom analytics regardless of where data is located
RMA Associates LLCBOOTH 501www rmafed com
RMA an SBA Certified 8(a) Small Business located in the Washington DC metropolitan area specializes in audit consulting and advisory
AGA PDT 2018 | ORLANDO 51
RSM US LLPBOOTH 207
See write-up on page 42
Savantage SolutionsBOOTH 308www savantage net
Savantage Solutions a CMMIreg Level 3 Rated and ISO 90012008 certified company is a leading provider of software development business consulting and program management support services One of only five vendors of financial management systems certified for federal use Savantage takes pride in its service excellence
Sehlke Consulting LLCBOOTH 200www sehlkeconsulting com
Founded in 2011 Sehlke Consulting is a Service-Disabled Veteran-Owned Small Business and Historically Underutilized Business Zone (HUBZone) firm based in Arlington Va We provide comprehensive leading solutions in Financial Management Acquisition Management Logistics and Supply Chain Management and National Security amp Defense Programs
TeraThink CorporationBOOTH 400www terathink com
TeraThink takes pride in the outstanding reputation we have earned over the past 15 years for delivering superior results to federal customers With expertise in agile development enterprise application technologies financial services and cloud solutions our delivery platform brings exceptional scale and value to support customersrsquo transformation business automation and mission-related goals Visit our booth and wwwTeraThinkcom for more information
TFC Consulting IncBOOTH 409www tfcci net
A licensed CPA firm Small Disadvantaged Business and ISO 9001_2015-certified enterprise TFC is the trusted partner of federal agencies facing complex financial management challenges Now celebrating 15 years of success and excellence in assisting clients TFC develops and implements comprehensive solutions to improve financial management environments and achieve operational efficiency
US Army Financial Management CommandBOOTH 802www facebook comUSAFMCOM
US Army Financial Management Command is responsible for the delivery of Army-wide Financial Management (FM) functions including Enterprise Resource Planning systems support audit and compliance support financial operations support and ERP business process standardization support and for providing operational oversight of Army field FM activities
Williams AdleyBOOTH 301
See write-up on page 43
Note The contents of this exhibitor list were compiled from information supplied by exhibitors While every effort has been made to ensure contents are correct AGA is unable to accept liability for errors or omissions or for any claims made by exhibitors
52 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AGA PDT 2018 | ORLANDO 53
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AIG Assistant Inspector GeneralAssoc AssociateAsst AssistantBus BusinessCEO Chief Executive OfficerCFO Chief Financial OfficerCIO Chief Information OfficerCo CountyComm CommitteeCOO Chief Operating OfficerCPAG Corporate Partner Advisory GroupDep DeputyDept DepartmentDev DevelopmentDir DirectorDiv DivisionEduc EducationERM Enterprise Risk ManagementExec ExecutiveFed FederalFM Financial ManagementGM General Manager Govt Government
Fields of Study See page 4 for list of Fields of Study
AOC Architect of the CapitolAOUSC Administrative Office of the
US CourtsCommerce US Department of CommerceDHHS US Department of Health
and Human ServicesDHS US Department of
Homeland SecurityDLA Defense Logistics AgencyDoD US Department of DefenseDoE US Department of EnergyDOI US Department of the InteriorDOJ US Department of JusticeDoS US Department of StateFASAB Federal Accounting Standards
Advisory BoardFiscal Service Bureau of the Fiscal ServiceFIT Office of Financial Innovation
and TransformationFMSB Financial Management Standards
BoardFTA Federal Transit Administration
HR Human ResourcesIG Inspector GeneralIT Information TechnologyMgmt ManagementMgr ManagerNatrsquol NationalOfc OfficePNP AGA Past National
PresidentPNT AGA Past National
TreasurerRPA Robotic Process
AutomationRVP Regional Vice PresidentSecrsquoy SecretarySME Subject Matter Expert Sr SeniorSvc ServiceSVP Senior Vice PresidentTech TechnicalUniv UniversityVP Vice President
GAO Government Accountability OfficeGASB Government Accounting Standards
BoardGSA US General Services
AdministrationHUD US Department of Housing
and Urban DevelopmentIRS Internal Revenue ServiceNASA National Aeronautics and Space
AdministrationNSF National Science FoundationOCFO Office of the Chief Financial OfficerOIG Office of Inspector GeneralOMB Office of Management and BudgetSBA Small Business AdministrationTreasury US Department of the TreasuryUSAID US Agency for International
DevelopmentUSDA US Department of AgricultureUSPTO US Patent and Trademark OfficeVA US Department of
Veteran Affairs
54 AGACGFM | PDT18
Glossary
MAIN CONVENTION CENTERSINGLE-LEVEL
REGISTRATION
CYBER LOUNGE
EX
HIB
IT H
ALL
PLENARY S
ESSIO
NS
AGA PDT 2018 | ORLANDO 55
Convention Center Floor Plans
圀䔀 䰀䤀匀吀䔀一 簀 圀䔀 䤀一一伀嘀䄀吀䔀 簀 圀䔀 䐀䔀䰀䤀嘀䔀刀
吀愀猀栀甀 吀爀椀瘀攀搀椀Ⰰ 倀爀攀猀椀搀攀渀琀䌀䔀伀 㜀㤀㐀 漀爀 琀琀爀椀瘀攀搀椀䀀琀昀挀挀椀渀攀琀
嘀椀猀椀琀 漀甀爀 眀攀戀猀椀琀攀 愀琀 眀眀眀琀昀挀挀椀渀攀琀
䘀漀爀 洀漀爀攀 椀渀昀漀爀洀愀琀椀漀渀 挀漀渀琀愀挀琀 吀䘀䌀
椀猀 琀栀攀 琀爀甀猀琀攀搀 瀀愀爀琀渀攀爀 昀漀爀 昀攀搀攀爀愀氀 愀最攀渀挀椀攀猀 琀栀愀琀愀爀攀 昀愀挀椀渀最 挀漀洀瀀氀攀砀 ǻ渀愀渀挀椀愀氀 洀愀渀愀最攀洀攀渀琀 挀栀愀氀氀攀渀最攀猀
吀䘀䌀 䌀漀渀猀甀氀琀椀渀最 䤀渀挀
뜀뜀
뜀뜀뜀뜀
䔀渀琀攀爀瀀爀椀猀攀 刀椀猀欀 䤀渀琀攀爀渀愀氀䌀漀渀琀爀漀氀猀 䄀搀瘀椀猀漀爀礀䤀洀瀀爀漀瀀攀爀 倀愀礀洀攀渀琀猀䴀攀愀猀甀爀攀洀攀渀琀 刀攀洀攀搀椀愀琀椀漀渀䘀椀渀愀渀挀椀愀氀 刀攀瀀漀爀琀椀渀最 䄀䄀挀挀漀甀渀琀椀渀最 伀瀀攀爀愀琀椀漀渀猀䘀椀渀愀渀挀椀愀氀 匀琀愀琀攀洀攀渀琀 䌀漀洀瀀氀椀愀渀挀攀 䄀甀搀椀琀䐀愀琀愀 䄀渀愀氀礀琀椀挀猀 伀瀀琀椀洀椀稀愀琀椀漀渀䤀吀 匀攀挀甀爀椀琀礀 刀攀瘀椀攀眀 䄀猀猀攀猀猀洀攀渀琀
伀甀爀 瘀愀氀甀攀ⴀ愀搀搀攀搀 猀攀爀瘀椀挀攀猀㨀
圀栀愀琀猀 礀漀甀爀 渀攀砀琀 洀漀瘀攀㼀
䴀愀渀礀 瀀愀琀栀猀Ⰰ 漀渀攀 挀漀爀爀攀挀琀 爀漀甀琀攀 䘀漀氀氀漀眀 吀䘀䌀 愀氀漀渀最 琀栀攀 爀漀甀琀攀 琀漀 猀甀挀挀攀猀猀 䘀椀爀猀琀 琀栀愀琀 挀漀爀爀攀挀琀氀礀
挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
See description on page 14
630 am ndash 4 pm
Registration Open
7 ndash 8 am
Continental Breakfast with ExhibitorsROYALSABALSAGO
8 ndash 915 am
T100 Plenary Session Leading from Any SeatCYPRESS BALLROOM | FOS PD
With real-world stories and insights from in and out of the cockpit Shannon Huffman Polson offers tangible leadership lessons for you to seek out your own targets and incorporate them into your own profession By examining leadership and situational challenges Shannon empowers others to lead and thrive in any dynamic environment
Shannon Huffman Polson Former US Army Captain and Pilot
M Doug Glenn AGA Immediate PNP
930 ndash 1020 am
T101 A Future Financial Reporting ModelCRYSTAL M-Q | FOS ACCG
Data and tools exist to provide consumable financial data to internal and external users by providing multiple ways of finding answers What if the data and tools were integrated into a digital model Join this session to learn how digitized data can reinvigorate the way we communicate and interact with financial information
M Tasha Austin Sr Mgr Deloitte
T102 Emerging Issues in State Government AccountabilityCRYSTAL C-F | FOS FIN
States often face many demands on their operation mdash coming from both a local and federal level This session will explore how two states are dealing with these pressures and what the future balancing act of demands looks like for them
M Melinda Miguel Dep IG AOC
T103 Leveraging Data Analytics Transforming Data Into Better DecisionsCRYSTAL H | FOS AUD
As data analytics become more commonplace in government agencies can leverage analytics tools to make better decisions and improve the effectiveness and efficiency of their programs This session will explore how analytics can be used to enhance decision-making
M Shivendra Verma Principal Grant Thornton LLP
PDT18 Follow us
AGACGFM
22 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T104 Implementing the Revised OMB Circular A-123 Appendix ACANARY 1-2 | FOS AUDG
This session will focus on the newly released revision to OMB Circular A-123 Appendix A Hear about the renewed focus on data quality planning as well as flexibilities provided around agency control activities
M David Zavada Sr Partner Kearney amp Company
T105 What Are Subrecipients Doing with Your MoneyGRAND 9-11 | FOS BMO
During this session attendees will hear what a subrecipient monitoring program should include
M Nasr Fahmy Asst Dir for Financial Assistance Oversight DHSOCFOFinancial Assistance Policy and Oversight
T106 Letrsquos Get Uncomfortable and Talk About Sexual HarassmentCANARY 3-4 | FOS HR
Victims of sexual harassment are speaking up and the alleged harassers are being exposed Join this important and timely session to learn what you can do to prevent sexual harassment in your workplace and create a safer work environment
M Karen Wilson Principal Public Sector Practice Guidehouse
T107 Hey Bot mdash What Can You Do for MeCRYSTAL K-L | FOS IT
Robotic Process Automation (RPA) has found its way into the government This session will discuss how federal agencies are currently using RPA and the potential for leveraging cognitive automation and artificial intelligence as the next steps in the intelligent automation process
M Adam Goldberg Exec Architect Fiscal Service
T108 Next Generation ERP Systems for Federal AgenciesGRAND 12-14 | FOS MGMT
This panel will examine ldquowhatrsquos nextrdquo for ERP systems at a time when many federal agencies need to modernize their financial systems This session will debate on-premise vs cloud single vendor vs best of breed agency owned and maintained vs shared services and outsourced support
M James Harris Finance and Enterprise Performance ndash Sr Mgr Accenture Federal Services
T109 Managing Large Complex Federally Funded Grants and ContractsCRYSTAL A-B | FOS SK
Increased scrutiny of large complex grants and contracts require agencies better assess their project risks develop mitigation strategies and monitor outcomes This session covers approaches to manage civilian and military construction projects measure earned-value and improve outcomes
M Bert Nuehring Partner Crowe LLP
AGA PDT 2018 | ORLANDO 23
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
930 ndash 11 am
Professional Ethics Board MeetingWASHINGTON
1020 ndash 11 am
Coffee Break with ExhibitorsROYALSABALSAGO
11 ndash 1150 am
T110 Innovations in Public PerformanceCRYSTAL K-L | FOS ACCG
Not surprisingly citizens want to know what they are getting for their tax dollars Panelists will discuss the performance measures and innovative techniques for engaging citizens developed by governments to help inform taxpayers
M Shivendra Verma Principal Grant Thornton LLP
T111 Setting the Foundation for TransparencyCRYSTAL A-B | FOS ACCG
This is a discussion of lessons learned from the first year of the DATA Act and next steps to improving transparency This session will discuss one agencyrsquos approach to successfully implementing the Act and next steps to improving its results
M Robert Shope Partner EY
T112 Federal Financial Audit Approach AlternativesGRAND 12-14 | FOS AUD
This session will share ideas identified by a federal CFO council workgroup to improve the nexus of costs benefits risks and burdens of the Agency Financial Report audit process
M Scott Bell Sr Staff Accountant Treasury
T113 How to Integrate Non-financial and Financial ReportingCRYSTAL M-Q | FOS AUDG
Explore how agencies leverage internal control over financial reporting organization structure knowledge and tools to address non-financial internal control requirements
M Jon Rymer Dir Lynch Consultants LLC
T114 Go Green From Overhead to Higher Training BudgetsCANARY 1-2 | FOS FIN
This session will discuss ways a department agency or business can decrease costs and allocate more resources towards employee training and professional development
M Chidilim Okonkno Systems Accountant NASA
T115 Where Did My Data Go and Why Should I CareCRYSTAL C-F | FOS IT
How have breaches and data disclosure incidents affected organizations from an economic and reputational perspective This session will discuss the impact of ransomware and other malicious attacks that restrict access to modify or delete your data
M Sarah Mirzakhani IT Principal CliftonLarsonAllen LLP
24 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T116 Application of Emotional IntelligenceCRYSTAL H | FOS PD
Everyone has dealt with ldquodifficultrdquo co-workers and individuals This session will explore how to handle different types of personalities by growing your own emotional intelligence
M Megan Gaillard Dir of Audit Palm Beach Co ndash OIG
T117 CFO SurveyGRAND 9-11 | FOS ACCG
This yearrsquos AGA CFO survey focuses on the tools and processes needed to help agencies address current budgetary challenges and mandates Join this session to hear the results of the online and in-person survey and discuss the findings with a panel of current and former CFOs
M Jim Taylor Managing Dir Grant Thornton LLP
copy 2018 Becker Professional Education Corporation All rights reserved
The knowledge you need to help prepare you for the next level of success
Becker Continuing Professional Education
Whether yoursquore a CPA CGFM CDFM DoD FMCIA CFE CMA or need GAGAS Becker offers Continuing Professional Education (CPE) tohelp meet your needs
With Becker CPE your accounting audit and fi nance professionals receive the timelyand relevant knowledge needed to help themstay ahead
Take advantage of our Subscription Program for unlimited use of Beckerrsquos CPE
+ Special rate forGovernment Agencies
+ Live Webcast and OnDemand formats(24x7 access)
+ Includes streaming videoand video courses
For more details on this program please visit agacgfmorgonlineCPE or contact John Gioeli at jgioelibeckercom
AGA PDT 2018 | ORLANDO 25
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T118 Letrsquos Get Uncomfortable and Talk About Sexual Harassment (repeat session)CANARY 3-4 | FOS HR
See description on page 23
M Karen Wilson Principal Public Sector Practice Guidehouse
1150 am ndash 1250 pm
Luncheon and Awards CeremonyCYPRESS BALLROOM See page 41
105 ndash 220 pm
T119 Certified Government Financial Manager (CGFM)CRYSTAL A-B | FOS PD
Discover the value of the CGFM designation Participants will hear from colleagues on why they pursued this certification and how it has helped advance their careers and distinguish them from others in their field You will also learn tips for preparing for the three CGFM exams
M Katya Silver Dir of Professional Certification AGA
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
T120 Leadership Ethics and Decision Making in Early AuditsCRYSTAL K-L | FOS BETH
Everyone is faced with various levels of ethical dilemmas at work and leadership can often create a culture that promotes unethical behavior without realizing the consequences Join this session to explore how ethics are integral to the behavior of employees and the impact of the behavior on early audits
M Robert Hart Sr Mgr EY
T121 Disrupting Improper PaymentsCRYSTAL H | FOS IT
Preventing improper payments is a government-wide challenge Join this session to learn how to make significant improvements and leverage disruptive technology to promote data sharing recipient authentication and encourage stakeholder collaboration Panelists will share best practices and explore ways to address root causes
M Steven Bernstein Exec Dir Electronic Payments Product Exec JP Morgan Treasury Svcs
T122 Fraud in Federal Assistance ProgramsCRYSTAL C-F | FOS AUDG
This session will give attendees an in-depth look at how fraud in federal programs was handled by state agencies federal grantors and state prosecutors This topic will explore case studies on the Summer Food Service Program and the Child and Adult Care Food Program
M Jeff Hart AGA PNP
Like us on
26 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T123 AGArsquos Grant Survey Improving Grantee ComplianceGRAND 12-14 | FOS MGMT
Recognizing challenges with grantee compliance AGA conducted a nationwide survey of federal grant recipients on implementation issues related to the Uniform Guidance (2 CFR 200) This session will focus on strategies and activities to address the most troubling areas identified by respondents
M James McKay Principal SME Grants Management Line of Business KGS
T124 Agency Risk Profile Lessons Learned and ValueCANARY 1-2 | FOS MGMT
This session will focus on agenciesrsquo experience from their A-123 Risk Profile definition process This session will include discussion of lessons learned outcomes achieved and value created
M Daniella Datskovska Dir ERM and Internal Control TFC Consulting Inc
Helping you succeed is ours Learn more at KPMGcomusfederal
Anticipate tomorrow Deliver today
copy 2017 KPMG LLP a Delaware limited liability partnership and the US member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (ldquoKPMG Internationalrdquo) a Swiss entity Some of the services or offerings provided by KPMG LLP are not permissible for its audit clients or affiliates NDPPS 677263
Your business is serving the public
AGA PDT 2018 | ORLANDO 27
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T125 Conflict in the Workplace Surviving and ResolvingCRYSTAL M-Q | FOS PD
Explore the types and causes of conflict in the workplace Participants will learn how to handle and manage conflict in the workplace Experts will share techniques for dealing with co-workers supervisors and staff in various situations involving both positive and negative conflicts
M Peggy Javery Acting Assoc CFO USDA
T126 FASAB Update Leases and More to ComeCANARY 3-4 | FOS ACCG
Hear from FASAB staff about recently-issued standards open proposals and proposals under development FASAB staff will discuss implementation of the new standards Additionally insights regarding new developments will be shared along with tips to help you prepare
M Wendy Payne Exec Dir FASAB
105 ndash 325 pm
EXEC2 AGA Digital Executive Session (invitation only)GRAND 9-11 | FOS IT
Learn about emerging technologies that may soon change the way you support your organizationrsquos mission Understand priorities challenges issues and opportunities from government leaders Engage in a highly interactive and engaging discussion on the latest strategies for digital transformation and exchange ideas and solutions with colleagues that you can bring back to your organization
M Kevin Greer VP CGI Federal
235 ndash 325 pm
T127 Medicaid The Elephant in the RoomCANARY 3-4 | FOS ACCG
Medicaid is a critical service in the lives of millions of Americans It is also a major expense for both federal and state entities This session will explore the ways that federal managers and state auditors are collaborating to make sure that these allocated dollars are spent wisely
M Kinney Poynter Exec Dir NASACT
T128 Path to Auditability Implementing New FASAB StandardsCANARY 1-2 | FOS ACCG
This session will provide an understanding of SFFAS 48 Opening Balances for Inventory Operating Materials and Supplies Stockpile and SFFAS 50 Establishing Open Balances for General Property Plant and Equipment and discuss tips for successful implementation Additionally participants will hear about implementing the standards mdash including the pitfalls and best practices for success
M Eveka Rodriguez Partner Grant Thornton LLP
T129 Data Analytics for FraudCRYSTAL A-B | FOS AUDG
Proactive data monitoring and use of data analytics can prevent your entity from being subject to a public fraud This session will show attendees how proactive data analysis techniques and tools can save money prevent bad publicity and detect fraud faster with fewer resources
M Sarah Hays Programming Dir Data Coalition
28 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T130 Planning for Federal Funding DecreasesCRYSTAL C-F | FOS FIN
State and local governments federal funding sources are always in flux This session will feature a panel of state and local government leaders discussing what plans they have in place in the event of a reduction of federal funds
M Lealan Miller AGA FMSB Chair
T131 My Data Was Just BreachedCRYSTAL K-L | FOS IT
Access to data is key to effective analytics However with recent data breaches security standards around data transfer and storage have tightened This session discusses steps to follow to ensure secure handling of data in analytics programs
M Phil Magrogan COO Immersion Consulting
MAKES A DIFFERENCE
Find the six dierences in the two photos Present at booth 202 for your prize
2677 Prosperity Avenue Suite 100 Fairfax Virginia 22031 wwwkforcegovcom Kforce_govKGS
RISKMANAGEMENT
COMPLIANCE ampAUDIT SERVICES
GRANTSMANAGEMENT
FINANCIALIMPROVEMENT
FINANCIALTECHNOLOGY
AGA PDT 2018 | ORLANDO 29
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T132 Communicating Effectively Skills and TechniquesCRYSTAL M-Q | FOS COMS
Improve your communication skills with colleagues customers supervisors and staff mdash and learn how to adjust styles based on with whom you communicate verbally vocally and visually This interactive session will address the needs concerns and frustrations of communicating effectively in todayrsquos workplace
M Dave LeBlanc SVP-at-Large AGA
T133 The Presidentrsquos Management Agenda and the Uniform GuidanceCRYSTAL C-F | FOS MGMT
The Presidentrsquos Management Agenda (PMA) was released in March 2018 This session will discuss the PMA Cross Agency Priority (CAP) Goal 8 Results-Oriented Accountability for Grants This session will also discuss the connectivity between OMBrsquos Uniform Guidance the PMA and the future vision for the world of grants
M Charles Hester InstructorConsultant AGA RVPndashWest Coast Region
325 ndash 405 pm
Coffee Break with ExhibitorsROYALSABALSAGO
330 ndash 545 pm
Young Professionals RoundtableMIAMI | FOS PD
Hear what accomplished leaders deem essential success factors for young professionals in todayrsquos ever-changing and challenging government financial management environment Interactive QampA will focus on leadership networking communication mentorship advancement and change management Speed networking session immediately follows for participants
405 ndash 455 pm
T134 Uniform Guidance Year Three mdash What You Still Donrsquot KnowCANARY 1-2 | FOS AUDG
The Uniform Guidance has been in effect for more than three years yet there are still several aspects to implement This presentation will explore those topics as well as best practices identified over the past three years
M Lealan Miller AGA FMSB Chair
T135 Protect Taxpayer DollarsGRAND 12-14 | FOS AUDG
Government vendors have larger and more contractual requirements which can lead to greater need for vendor audits Join this session to explore how vendors are audited to make sure they provide the government with the full set of contracted services and ultimately protect taxpayer dollars
M Kim Farington CFO FirstNetHave session ideas
for PDT 2019Join the PDT technical
committee email meetingsagacgfmorg
30 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
ARE YOU READY
cohnreznickcomindustriespublic-sector
CohnReznick helps forward-thinking public sector organizations address stringent regulatory requirements strengthen risk managementand achieve their business goals
Visit Us at Booth 302
T136 Improving Federal Government Employee MoraleCRYSTAL M-Q | FOS HR
What resources are available in the federal government structure to keep employees engaged and satisfied Are there things that the finance community can and should be doing to support employee morale in their agencies This session will explore how government offices can make changes that can result in higher productivity and employee engagement
M Anthony Scardino Dep Under Secrsquoy and Dep Dir USPTO
T137 Process Robotics Building Finance Bots LIVECRYSTAL A-B | FOS IT
Hear from digital labor experts about how operations improvements with robotics and cognitive solutions can drive greater efficiency cost management and employee morale This session will also feature a live demo of digital labor currently in action at a federal agency
M Chris Huff US Public Sector RPA Lead Deloitte Consulting LLP
AGA PDT 2018 | ORLANDO 31
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T138 Be Our Guest Magical Service for Finance CustomersCRYSTAL C-F | FOS MGMT
Disney has legendary customer service Hear about the practices taught by the Disney Institute and learn how you can deliver world-class financial accounting and audit services in your own organization
M Reed Waller Asst Dir Financial Management Initiatives Group DOJ
T139 Next Generation Leaders New Skills and New NeedsCRYSTAL H | FOS PD
Much has been discussed about millennials in the workplace but what are the keys to building the younger generation into effective leaders This session will explore how their immersion in technology gives them strengths and challenges when taking on new responsibilities as leaders in the federal workplace
M Doreen Shute Managing Principal CliftonLarsonAllen LLP
T140 Program Evaluation mdash Letrsquos Tell the TruthCRYSTAL K-L | FOS MGMT
This session will discuss the benefits of conducting program evaluations to determine program effectiveness support data analyses and make informed budget decisions Hear from federal state and local representatives who have conducted program evaluations and learn how the results were used
M Robert Tuccillo CFO Federal Transit Administration
T141 Look No Further Intergovernmental Job Aids to the RescueGRAND 9-11 | FOS ACCG
Learn about available tools guides and job aids for all levels of government developed by AGArsquos Intergovernmental Partnership (IP) program During this session government leaders will showcase tools and other resources available on AGArsquos website (wwwagacgfmorgtools-resources)
M Clark Partridge State Controller AZ
405 ndash 530 pm
Corporate Partner Advisory Group (CPAG) MeetingNEW ORLEANS
CPAG representatives and those from organizations interested in joining the program are invited to participate in this annual business meeting This meeting is an excellent opportunity to network with other corporate partner representatives and learn how to maximize your organizationrsquos partnership with AGA
8 ndash 10 pm
AGA Networking ReceptionMARRIOTT HOTEL LOBBY BAR
Join us for some after-dinner networking and socializing
32 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
See description on page 14
630 am ndash 4 pm
Registration Open
715 ndash 815 am
National Awards BreakfastCYPRESS BALLROOM
820 ndash 910 am
W100 Plenary Session OMBTreasuryDoD UpdateCYPRESS BALLROOM | FOS ACCG
David Lebryk Fiscal Asst Secrsquoy Treasury
David Norquist Under Secrsquoy of Defense (Comptroller) CFO DoD
Tim Soltis Dep Controller OMB
M Ann Ebberts CEO AGA
910 ndash 10 am
W101 Plenary Session Innovate the Way You InnovateCYPRESS BALLROOM | FOS PD
Learn how to create a culture of innovation within your organization Mr Shapiro will highlight how to use a challenge-centered approach to measure innovation the process of experimentation and how to maximize return on investments
Stephen Shapiro Innovation Expert
10 ndash 1030 am
Coffee BreakCRYSTAL FOYER
1030 ndash 1145 am
W102 One on One with GASB mdash An UpdateGRAND 9-11 | FOS ACCG
Meet with members of the GASB to receive the most up-to-date information regarding GASB standards exposure drafts and other projects that affect governments and their auditors
M Lealan Miller AGA FMSB Chair
W103 DoD Audit UpdateCANARY 1-2 | FOS AUD
This session will focus on the major audit and financial improvement activities underway across DoD
M Bryan Nelms Principal Kearney amp Company
W104 Understanding and Using the New Service Organization Control ReportsCANARY 3-4 | FOS AUDG
This session will discuss the significant changes underlying the new service organization control reports issued under AT-C 320 (formerly SSAE 16)
M Asif Khan Dir FM and Assurance GAO
W105 Managing in the Changing Workplace EnvironmentCRYSTAL A-B | FOS HR
Hear about the techniques and tools available to managers to maintain a team-building environment with a significant number of employees teleworking
M Thalia Melendez Dir of Audit Svcs NY State Educ Dept
AGA PDT 2018 | ORLANDO 33
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W106 Data All Around Us mdash CFOrsquos Move to a New NormalCRYSTAL M-Q | FOS IT
Advanced data analytics have turned data into powerful insights to manage programs and enhance the citizen experience as never before This session will explore how the availability of data is changing the role of the CFO
M Jorge Asef-Sargent Partner KPMG LLP
W107 How Emerging Technologies Will Transform Payments and CollectionsCRYSTAL K-L | FOS IT
Payments and collections are fertile ground for emerging technologies Artificial intelligence robotics Blockchain big data and the continued digitization of commerce will continue to transform payments and collections Panelists will share their futurist views of the payments and collections landscape
M Joe Hussey Managing Dir JP Morgan Treasury Services
W108 Cloud Enterprise Reporting mdash The FIRST FrontierCRYSTAL C-F | FOS IT
This session will explore cloud enterprise reporting Attendees will learn how to utilize the cloud to streamline external reporting by ingestion data centrally and then maximizing the utility of data to enhance integrity and inform management decisions
M Demek Adams Principal Grant Thornton LLP
W109 Annual Womenrsquos Forum Leading in Life and CareerCRYSTAL H | FOS PD
Empowered women are a cornerstone of effective government and a more competitive federal state and local workforce of the future Join this powerful annual convening of women leaders in accounting finance and technology as they discuss their journey and careers with high-impact and meaning
M Tracey Walker Natrsquol Dir Govt Affairs Culture Diversity and Inclusion RSM US LLP
W110 Federal Financial Standards Will We Get ThereGRAND 12-14 | FOS ACCG
Department of the Treasuryrsquos Office of Financial Innovation and Transformation (FIT) is defining federal financial standard references to promote innovation a common knowledge base and processes to improve interoperability of federal systems Join this session for an update on FITrsquos work and the expected benefits of this initiative
M Marshall Henry FM Program Manager Treasury Fiscal Service
1145 am ndash 1245 pm
National Awards LuncheonCYPRESS BALLROOM
1 ndash 2 pm
Financial Management Standards Board MeetingWASHINGTON
34 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1 ndash 215 pm
W111 Conducting Effective Assessments of Internal ControlsCRYSTAL K-L | FOS ACCG
This session will introduce participants to key concepts issues and standards necessary to design and implement policies to achieve the organizationrsquos objectives
M Sefton Boyars ConsultantTrainer Sefton Boyars CGFM CPA
W112 New Fraud Fighters Cryptocurrencies Blockchain and Secure TransactionsCRYSTAL C-F | FOS AUD
Government is inherently a transactional business From deeds to disbursements the quantity of documents governments maintain on paper and digital image continues to grow Criminals are abusing the current processes to commit fraud at an increasing rate Learn how you can use Blockchain to disrupt and combat fraud
M Jay Schulman Principal RSM US LLP
W113 Data Visualization mdash Using Geographic Information Systems as an Audit ToolGRAND 9-11 | FOS AUDG
Geographic Information Systems (GIS) are increasingly being utilized as a tool to present audit information Learn from experts on how recipients of government services using GIS provides a wealth of audit opportunities
M Gwendolyn Sewell Chief Mission Compliance and Audit ReadinessAccounting Air Force
W114 Finance 2020 Embracing the Changes to ComeCRYSTAL A-B | FOS MGMT
What is the role of CFOs and senior finance staff in this rapidly changing digital world This session will explore the evolution in the field from an expense control spreadsheet-driven and retrospective reporting center into a predictive analytics powerhouse
M Scott Quehl Sr Principal Accenture Federal Services
W115 Quality Management ConfrontationGRAND 12-14 | FOS MGMT
How do you optimize resources and maximize efficiency Join our panel of experts as they discuss various topics in performance management and answer questions such as ldquoHow is quality management implemented throughout an organizationrdquo and ldquoHow do you view and plan around resource allocationrdquo
M Wayne Ference Partner Castro amp Company LLC
W116 Enterprise Risk Management Stories from the Front LinesCRYSTAL H | FOS MGMT
For the past two years agencies have been working to implement the changes made to OMB A-123 This session will feature feedback from agency risk officers on whether ERM is living up to expectations
M Tom Carroll CFO AOC
AGA PDT 2018 | ORLANDO 35
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W117 Leadership Keys to SuccessCRYSTAL M-Q | FOS PD
Gain perspective from a senior leader in government about how you can make a difference in your organization This entertaining session will cover how to develop people build trust cultivate relationships and communicate more effectively Leadership is possible at any level of government
M Mary Peterman Dep Chief Finance and Procurement AOUSC
W118 Building an Optimal Analytics-Driven Program Integrity OfficeCANARY 1-2 | FOS MGMT
With the passage of the Fraud Reduction and DATA Act agencies are under increased pressure to have effective program integrity offices that leverage data analytics and focus on outcomes Hear best practices found from a comprehensive pilot project conducted at the VA
M Linda Miller Dir Grant Thornton LLP
W119 Competencies The Thread that BindsCANARY 3-4 | FOS HR
DoD like other agencies is required by law to develop functional competencies to use in strategic workforce planning The DoD FM community developed 24 enterprise-wide FM competencies Learn how these competencies serve as the thread which binds the FM workforce development portfolio into a coherent strategic plan which guides career development
M Jansen Sauvageau SVP PNC Bank
230 ndash 3 pm
AGA National President Gavel ExchangeCYPRESS BALLROOM
3 ndash 4 pm
W120 Closing Plenary Session Shift Your Brilliance Leading Amidst UncertaintyCYPRESS BALLROOM | FOS PD
This session will teach participants how to solve problems get out of the past and think like a leader of the future You will develop an enhanced sense of perspective understand where you shine and learn how to lead without a title to create effective change
Simon Bailey Author amp Inspirational Coach
M John Lynskey AGA 2018ndash2019 National President
6 ndash 11 pm
Presidentrsquos Appreciation ReceptionROYALSABALSAGO
Join us as we celebrate and thank 2017ndash2018 AGA National President Jim Arnette for his service and contributions to AGA and the financial management community
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
36 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
AGA PDT 2018 | ORLANDO 37
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
Please join us in thanking our sponsors for their generous support of AGArsquos 2018 Professional Development Training
PLATINUM SPONSORS
Accenture Federal ServicesVIRTUAL EXPERIENCE
Rowan MirandaManaging Dir CFO Advisory Practice Leadrowanamirandaaccenturefederalcomwwwaccenturefederalcom
Accenture Federal Services a wholly owned subsidiary of Accenture LLP is a US company with offices in Arlington Va Accenturersquos federal business has served every cabinet-level department and 30 of the largest federal organizations Accenture Federal Services transforms bold ideas into breakthrough outcomes for clients at defense intelligence public safety civilian and military health organizations
Grant Thornton LLPTOTE BAGS
Robert SheaPrincipal Global Public Sectorrobertsheausgtcomwwwgranthorntoncompublicsector
Grant Thornton LLP the US member firm of Grant Thornton International is one of six global accounting tax and business advisory organizations Our Global Public Sector based in Alexandria Va is a management consulting business providing responsive and innovative financial performance management and systems solutions to governments and international organizations
GOLD SPONSORS
CGIDIGITAL EXECUTIVE SESSION
Kevin GreerVP Mgmt Consulting KevinGreercgifederalcomwwwcgifederalcomusfederal
A global leader in IT business process and professional services CGI partners with federal agencies to provide end-to-end solutions for defense civilian and intelligence missions Since 1976 we have delivered quality services to help clients achieve results at every stage of the program product and business lifecycle
38 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CliftonLarsonAllenBADGE HOLDERS
Doreen ShuteManaging Principal Fed Govt SvcsDoreenShuteCLAconnectcomwwwCLAconnectcom
CLA is a professional services firm delivering integrated advisory outsourcing and public accounting capabilities to help clients succeed professionally and personally Our practice group members are recognized industry experts and established leaders in the government community We focus on active engagement in the industry a sentiment beyond meeting requirements and standards
DeloitteWATER BOTTLESHYDRATION STATIONS
Colin Duncan Managing Dircoduncandeloittecom wwwdeloittecomusfederal
Deloittersquos Government and Public Services practice consists of more than 12000 professionals across the country serving federal state and local government and higher education clients across consulting and advisory functions bring fresh perspective mdash from inside and outside government mdash to help solve our nationrsquos biggest challenges We bring insights from our client experience and research to drive bold and lasting results People Ideas Technology and Outcomes mdash all Designed for Impact
EYAGA EXECUTIVE SESSION
Bill ColbertPartner PI Financebillcolberteycomwwweycomgovpublicsector
The Government and Public Sector practice of Ernst amp Young LLP provides a full range of consulting and audit services leveraging our experience with both government and commercial clients We deliver real change and measurable results through our diverse high-performing teams operational know-how from across our global organization and bold ideas tailored to each clientrsquos unique mission
AGA PDT 2018 | ORLANDO 39
GOLD SPONSORS (continued)
GuidehouseMONDAY LUNCHEON
Christina VanecekMarketing Mgrcvanecekguidehousecomwwwguidehousecom
Guidehouse formerly PwC Public Sector provides management technology and risk consulting to clients around the world through more than 1600 professionals in 20 locations Now as Guidehouse we offer the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected
Kearney amp CompanyPHOTO BOOTH
Erika SteiningerPartneresteiningerkearneycocomwwwkearneycocom
Kearney amp Company a CPA and consulting firm exclusively serving the Federal Government takes pride in its ability to assist agencies in meeting business objectives and complying with complex requirements Practice areas include Financial Reporting and Accounting Support Internal ControlsA-123 Financial Services Financial Healthcare Services Advisory Services and Program Management
KPMG LLPHOST COMMITTEE SHIRTS MONDAY BREAKFAST
Diane DudleyPartner-in-Charge Fed Auditddudleykpmgcomwwwkpmgcom
For more than 100 years KPMG LLP has assisted the government in the civilian defense and intelligence sectors Today we help these organizations adapt to new environments by working with them to transform business models leverage data protect information assets and provide assurance services while focusing on their mission
40 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
CPAG Small Business CommitteeTUESDAY LUNCHEON
Dedicated members of AGArsquos Small Business Committee are proud to sponsor the 2018 PDT Tuesday Awards Luncheon Thank you to 2nd Wave Castro amp Co Immersion RMA Associates TFC Consulting Trilogy Federal and Watkins Government Services
Get Inspired During PDTthen submit your best practices to the Journal of Government Financial Management by Sept 1 2018
Learn more and view the 2018ndash2019 editorial calendar at wwwagacgfmorgjournal
SILVER SPONSORS
JP MorganTUESDAY BREAKFAST
Denise PetittaExec DirDenisePetittajpmorgancomwwwjpmorgancom
JP Morgan is a premier corporate and investment bank with a full suite of global financial services and capabilities Our clients include the worldrsquos most important corporations governments financial institutions pensions sovereign wealth organizations states and municipalities we offer strategic advice and deliver banking services in more than 100 countries
AGA PDT 2018 | ORLANDO 41
SILVER SPONSORS (continued)
RSM US LLPPDT APP amp WIFI
Mary GoldsmithFed Bus Dev Dirmarygoldsmithrsmuscomwwwrsmuscom
RSM US LLP provides risk financial and technology management consulting services to the public sector We are an inclusive enterprise and support AGA CPAG and Womenrsquos forum We help federal state and local entities improve performance through a comprehensive understanding of their business models internal processes objectives and daily realities
BRASS SPONSORS
Automation AnywhereSTANDING SIGN
Sharon OrsquoNeillHead of Americas Field Marketingsharononeillautomationanywherecom wwwautomationanywherecom
Automation Anywhere is the global leader in enterprise-grade comprehensive Robotic Process Automation software including Cognitive and real-time analytics Over 1000 of the worldrsquos largest brands use our platform to create and manage their Digital Workforce and scale their business processes faster with near-zero error rates while dramatically reducing operational costs
Crowe LLPTUESDAY AM COFFEE BREAK
Bert NeuhringRisk Consulting Partnerbertnuehringcrowecomwwwcrowecom
Crowe LLP is a public accounting consulting and technology firm with offices around the world Crowe uses its deep industry expertise to provide audit services to public and private entities The firm and its subsidiaries also help clients make smart decisions that lead to lasting value with its tax advisory risk and performance services
42 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
BRASS SPONSORS (continued)
MastercardMONDAY AFTERNOON COFFEE BREAK
MariBeth McCarthyVP Bus Leadermaribeth_mccarthymastercardcomwwwmastercardcom
Mastercard (NYSE MA) is a technology company in the global payments industry We operate the worldrsquos fastest payments-processing network connecting consumers financial institutions merchants governments and businesses in more than 210 countries and territories Mastercardrsquos products and solutions make everyday commerce activities easier more secure and more efficient for everyone
PNC BankDIRECTIONAL SIGNAGE
Lauren GradwellAccount MgrLaurengradwellpnccomwwwpnccomideas
PNC is one of the nationrsquos largest financial services organizations providing retail and business banking residential mortgage banking specialized services for corporations and government entities including corporate banking treasury management real estate finance asset-based lending wealth management and asset management We are focused on delivering ideas insight and solutions to our clients to help them maximize the value of their business
Williams AdleyMONDAY MORNING COFFEE BREAK
Melinda BuckBus Dev Leadmbuckwilliamsadleycomwwwwilliamsadleycom
Williams Adley is one of the countryrsquos premier certified public accounting and management consulting firms Our diverse knowledge backgrounds and subject-matter expertise help a wide variety of government agencies and businesses achieve their financial program and information technology goals
AGA PDT 2018 | ORLANDO 43
MEDIA SPONSORS
Government Matters
John Meyer Managing DirjmeyerGovMatterstv wwwGovMatterstv
Government Matters is a television news program dedicated to providing non-partisan information and analysis to federal managers contractors and those supporting the federal marketplace The program airs weeknights in Washington DC on NewsChannel 8 Sunday Mornings on ABC 7 and worldwide on the American Forces Network (AFN)
GOVERNING
Meg Keller Dir of Marketingmkellergoverningcomwwwgoverningcom
For 25 years GOVERNING has been the only publication dedicated to providing the information insight and inspiration state and local leaders need to govern effectively Subscriptions for most state and local government professionals are free as is attendance at most GOVERNING events
Route Fifty
Hilery Sirpis Publisherhsirpisgovexeccomwwwroutefiftycom
Route Fifty a new digital publication and events brand from Atlantic Mediarsquos Government Executive Media Group connects leaders and ideas advancing state and local governments with news insight and resources It facilitates sharing of best practices and ideas among those creating government programs policies and institutions for the 21st century
44 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Play AGArsquos Exhibitor Hunt and win big prizes
including FREE registration to an
upcoming AGA training event
View CPEs Earned
Visit httpsessions ats-leads comagapdt2018 and enter your badge number to view CPEs earned during PDT
Note Only CPEs earned from previous day(s) can be viewed
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VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
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MAIN
VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
MAINENTRANCE
Stop by PDT 2019 Booth 102
Relax RechargeGet a free massage
46 AGACGFM | PDT18
Exhibit Hall Floor Plan
Exhibitors by Booth Number
Company Name Booth
Infor 100 Bureau of the Fiscal Service 101Audimation Services 104American Society of Military Comptrollers 106Kearney Photo Booth 107Graduate School 108 Sehlke Consulting LLC 200Guidehouse 201Kforce Government Solutions Inc 202mLINQS LLC 203RSM US LLP 207GrantSolutions 209ACL Services Ltd 300Williams Adley 301CohnReznick Government 302AOC Solutions 303CGI Federal 306Virtual Experience with Accenture 307Savantage Solutions 308TeraThink Corporation 400Lynch Consultants LLC 401Interior Business Center 402GEHA 403
Company Name Booth
IFAS LLC 407TFC Consulting Inc 409Grant Thornton LLP 500RMA Associates LLC 501Castro amp Company LLC 503KPMG LLP 506AGA Community Service amp Silent Auction 507Kearney amp Company 600EY 601AGA 607J P Morgan 701FI Consulting 703CliftonLarsonAllen LLP 706MorganFranklin Consulting 707Becker Professional Education 709Management Concepts 800Qlik Tech Inc 801U S Army Financial Management Command 802The MIL Corporation 805Immersion Consulting 806Automation Anywhere 809
ACL Services LtdBOOTH 300wwwaclcom
ACL is a global software company with innovative solutions for public sector professionals to keep processes in check and provide higher levels of assurance through team-based analytic approaches ACLrsquos platform has helped over 250 government offices globally to bolster compliance manage risks and assure effective governance Learn more at our booth and wwwaclcom
AGABOOTH 607wwwagacgfmorg
AGA is the member organization for government financial management professionals We lead and encourage change that benefits our field and all citizens Our networking events professional certification publications and ongoing education help members build skills and advance their careers Learn about our thought-leadership library online tools CGFM designation and more
AGA PDT 2018 | ORLANDO 47
Exhibitor Appreciation AGA Corporate Partner
AGA Community Service amp Silent AuctionBOOTH 507
Buy tickets and bid for great prizes in our silent auction including gift certificates gift baskets sports memorabilia vacations and more Proceeds support AGArsquos National Community Service Fund the American Cancer Society the American Heart Association the Humane Society and Habitat for Humanity Winners posted daily present the winning ticket to claim your prize
AGA New Orleans ChapterBACK OF EXHIBIT HALLwwwagacgfmorgneworleans
Stop by our booth to learn more about New Orleans and plan your trip to PDT 2019 scheduled for July 21ndash24 2019 You might win a free PDT 2019 registration
American Society of Military Comptrollers BOOTH 106wwwasmconlineorg
ASMC is the non-profit educational and professional organization for persons military and civilian in the overall field of military comptrollership ASMC promotes the education and training of its members and supports the development and advancement of the military comptrollership profession The society provides professional programs to keep members abreast of current issues and encour-ages the exchange of information techniques and approaches
AOC SolutionsBOOTH 303wwwaocfederalsolutionscom
AOC Solutions Inc is a Service-Disabled Veteran-Owned Business providing financial management federal accounting audit readiness support and technology services AOC thought leaders are dedicated to helping agencies identify better ways to analyze accounting and financial data for cost reduction and increased efficiency
Audimation ServicesBOOTH 104wwwaudimationcom
Audimation Services Inc is the US distributor of CaseWare IDEAreg a powerful user-friendly data analytics software tool designed to help profes-sionals extend auditing capabilities detect fraud and meet documentation standards We specialize in helping organizations streamline audits simplify data acquisition and improve business processes
Automation Anywhere BOOTH 809
See write-up on page 42
Becker Professional EducationBOOTH 709wwwbeckercom
Do you need CPE for CGFMreg CPA or the new DoD FM Certification Come ask about our Government Family Offer Nearly half a million professionals have advanced their careers through our CPE programs including CPA Exam Review PMPreg Exam Review Cybersecurity Six Sigma and more And be sure to check out our new program for Certified Anti-Money Laundering Specialists (CAMS)
Bureau of the Fiscal ServiceBOOTH 101wwwfiscaltreasurygov
The Bureau of the Fiscal Service serves as a catalyst for transforming the way the federal government manages finances and delivers shared services Our passion is improving financial management and shared service delivery through efficient and effective operations and through guidance and assistance to others
48 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Castro amp Company LLCBOOTH 503www castroco com
Headquartered in Washington DC Castro amp Company is an audit advisory and accounting services CPA firm with a strong federal customer focus We are a Minority-Owned Small Business offering the personalized services of a small firm with the full resources and quality expected from a larger CPA firm
CGI FederalBOOTH 306
See write-up on page 38
CliftonLarsonAllen LLPBOOTH 706
See write-up on page 39
CohnReznick GovernmentBOOTH 302www cohnreznick com
CohnReznick Government provides audit accounting and financial management compliance risk and integrity monitoring program and project management and disaster response and recovery Our comprehensive project management approach provides clients with reliable processes and delivers accounting insights to help government organizations improve communication administer fiscal and operational strategies and meet compliance requirements
EYBOOTH 601
See write-up on page 39
FI ConsultingBOOTH 703www ficonsulting com
FI Consulting develops effective practical solutions to help federal agencies achieve their missions while operating efficiently managing risk and adapting to a changing policy environment We apply our core strengths in Data Analytics Modeling and Technology to gain program performance insight manage risk improve operations and better deliver mission
GEHABOOTH 403www geha com
GEHA provides medical and dental plans through the FEHB and FEDVIP programs for more than 18 million federal employees retirees and their families GEHA members receive year-round vision and hearing benefits plus other discounts For more information please stop by our booth or visit gehacom and gehadentalcom
Graduate SchoolBOOTH 108www graduateschool edu
Graduate School USA provides a wide range of learning opportunities in formats accessible to adult learners everywhere through training continuing education courses executive and leadership development and credit offerings For professionals in the government auditing and financial management community we offer a comprehensive curriculum taught by leading practitioners
Grant Thornton LLPBOOTH 500
See write-up on page 38
AGA PDT 2018 | ORLANDO 49
GrantSolutionsBOOTH 209www grantsolutions gov
GrantSolutions supports Federal agencies throughout the grants lifecycle mdash from pre-award planning through application award and closeout Our service finds solutions for shared mission needs across agencies while incorporating unique business and regulatory processes for grant programs GrantSolutions is an OMB-selected grants business leader providing end-to-end innovative grants management services dedicated to advancing the mission of Federal agencies
GuidehouseBOOTH 201
See write-up on page 40
IFAS LLCBOOTH 407www ifas-llc com
IFAS is an 8(a) Service-Disabled Veteran-Owned Small Business Woman-Owned Small Disadvan-taged Business providing Program Management Business and Finance Operations Integrated Logistics and IT Support Services to meet specific needs of our clients We provide geographically dispersed support available when and where you need us
Immersion ConsultingBOOTH 806www immersioninc com
Immersion Consulting a Service-Disabled Veteran-Owned Small Business headquartered in Annapolis Md provides business management and technology consulting to government nonprofit and commercial clients Founded in 2004 we specialize in program management financial management technology services and training Our mission provide clients with actionable business solutions that yield sustainable results
InforBOOTH 100www infor com
Infor Public Sector solutions streamline financial management across multiple systems With more than 25 years of public sector experience Infor helps you meet organization demands including budget and audit readiness performance management and financial control with flexible solution deployment options to help you operate more quickly and efficiently
Interior Business CenterBOOTH 402www doi govibc
The Interior Business Center one of several OMB-approved interagency shared-service providers offers acquisition financial manage-ment and HR under a fee-for-service full cost recovery business model By assisting multiple federal organizations IBC can leverage resources to share economies and efficiencies with external customers and our parent agency the US Department of the Interior
JP MorganBOOTH 701
See write-up on page 41
Kearney amp CompanyBOOTH 600
See write-up on page 40
Kforce Governnment Solutions IncBOOTH 202www kforcegov com
Kforce Government Solutions Inc (KGS) provides management and technology solutions to Federal Government and State and local agencies We deliver customized solutions across financial management organizational transformation and IT to solve our clientsrsquo most complex mission and business challenges KGS also offers the innovative TraumaFXreg line of medical training manikins
50 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
KPMG LLPBOOTH 506
See write-up on page 40
Lynch Consultants LLCBOOTH 401www lynchconsultants com
Lynch Consultants provides strategic financial and program advisory and assistance services to the federal government We partner with clients to deliver project management services financial and business support and strategic policy solutions for complex government programs Clients include numerous federal departments including DoD Navy Army VA HHS and HUD
Management ConceptsBOOTH 800www managementconcepts com
Management Concepts is a leading provider of professional development performance improve-ment and talent management solutions for the public sector Since 1973 we have collaborated with the federal government state and local offices non-profit organizations universities and corporations to enhance the performance of teams and organizations Follow us on Twitter Mgmt_Concepts
The MIL CorporationBOOTH 805www milcorp com
The MIL Corporation has grown steadily for 36 years and remains dedicated to excellence service and support across our four major service areas financial management and systems support information technology cyber security and systems and C4 engineering For more information please visit us at wwwmilcorpcom or on Facebook at httptinyurlcomFacebookMIL
mLINQS LLCBOOTH 203www mLINQS net
mLINQS a Service-Disabled Veteran-Owned Small Business founded in 2003 provides the govern-mentrsquos leading employee relocation management system and E-Gov travel (ETS2) consulting services Since 2004 mLINQS relocation system has automated relocations and tracked expenses for more than 30 agencies
MorganFranklin ConsultingBOOTH 707www morganfranklin com
MorganFranklin Consulting headquartered in McLean Va provides business consulting and technology solutions to public companies fast-growing private companies and US govern-ment agencies Third-party customer satisfaction surveys highlight the companyrsquos reputation for being hands-on flexible and skilled at bringing diverse groups together to complete projects on time and within budget
Qlik Tech IncBOOTH 801www qlik com
Qlikreg is the leading data analytics platform and the pioneer of user-driven business intelligence Its portfolio of cloud-based and on-premise solutions meets customersrsquo growing needs from reporting and self-service visual analysis to guided embedded and custom analytics regardless of where data is located
RMA Associates LLCBOOTH 501www rmafed com
RMA an SBA Certified 8(a) Small Business located in the Washington DC metropolitan area specializes in audit consulting and advisory
AGA PDT 2018 | ORLANDO 51
RSM US LLPBOOTH 207
See write-up on page 42
Savantage SolutionsBOOTH 308www savantage net
Savantage Solutions a CMMIreg Level 3 Rated and ISO 90012008 certified company is a leading provider of software development business consulting and program management support services One of only five vendors of financial management systems certified for federal use Savantage takes pride in its service excellence
Sehlke Consulting LLCBOOTH 200www sehlkeconsulting com
Founded in 2011 Sehlke Consulting is a Service-Disabled Veteran-Owned Small Business and Historically Underutilized Business Zone (HUBZone) firm based in Arlington Va We provide comprehensive leading solutions in Financial Management Acquisition Management Logistics and Supply Chain Management and National Security amp Defense Programs
TeraThink CorporationBOOTH 400www terathink com
TeraThink takes pride in the outstanding reputation we have earned over the past 15 years for delivering superior results to federal customers With expertise in agile development enterprise application technologies financial services and cloud solutions our delivery platform brings exceptional scale and value to support customersrsquo transformation business automation and mission-related goals Visit our booth and wwwTeraThinkcom for more information
TFC Consulting IncBOOTH 409www tfcci net
A licensed CPA firm Small Disadvantaged Business and ISO 9001_2015-certified enterprise TFC is the trusted partner of federal agencies facing complex financial management challenges Now celebrating 15 years of success and excellence in assisting clients TFC develops and implements comprehensive solutions to improve financial management environments and achieve operational efficiency
US Army Financial Management CommandBOOTH 802www facebook comUSAFMCOM
US Army Financial Management Command is responsible for the delivery of Army-wide Financial Management (FM) functions including Enterprise Resource Planning systems support audit and compliance support financial operations support and ERP business process standardization support and for providing operational oversight of Army field FM activities
Williams AdleyBOOTH 301
See write-up on page 43
Note The contents of this exhibitor list were compiled from information supplied by exhibitors While every effort has been made to ensure contents are correct AGA is unable to accept liability for errors or omissions or for any claims made by exhibitors
52 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AGA PDT 2018 | ORLANDO 53
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AIG Assistant Inspector GeneralAssoc AssociateAsst AssistantBus BusinessCEO Chief Executive OfficerCFO Chief Financial OfficerCIO Chief Information OfficerCo CountyComm CommitteeCOO Chief Operating OfficerCPAG Corporate Partner Advisory GroupDep DeputyDept DepartmentDev DevelopmentDir DirectorDiv DivisionEduc EducationERM Enterprise Risk ManagementExec ExecutiveFed FederalFM Financial ManagementGM General Manager Govt Government
Fields of Study See page 4 for list of Fields of Study
AOC Architect of the CapitolAOUSC Administrative Office of the
US CourtsCommerce US Department of CommerceDHHS US Department of Health
and Human ServicesDHS US Department of
Homeland SecurityDLA Defense Logistics AgencyDoD US Department of DefenseDoE US Department of EnergyDOI US Department of the InteriorDOJ US Department of JusticeDoS US Department of StateFASAB Federal Accounting Standards
Advisory BoardFiscal Service Bureau of the Fiscal ServiceFIT Office of Financial Innovation
and TransformationFMSB Financial Management Standards
BoardFTA Federal Transit Administration
HR Human ResourcesIG Inspector GeneralIT Information TechnologyMgmt ManagementMgr ManagerNatrsquol NationalOfc OfficePNP AGA Past National
PresidentPNT AGA Past National
TreasurerRPA Robotic Process
AutomationRVP Regional Vice PresidentSecrsquoy SecretarySME Subject Matter Expert Sr SeniorSvc ServiceSVP Senior Vice PresidentTech TechnicalUniv UniversityVP Vice President
GAO Government Accountability OfficeGASB Government Accounting Standards
BoardGSA US General Services
AdministrationHUD US Department of Housing
and Urban DevelopmentIRS Internal Revenue ServiceNASA National Aeronautics and Space
AdministrationNSF National Science FoundationOCFO Office of the Chief Financial OfficerOIG Office of Inspector GeneralOMB Office of Management and BudgetSBA Small Business AdministrationTreasury US Department of the TreasuryUSAID US Agency for International
DevelopmentUSDA US Department of AgricultureUSPTO US Patent and Trademark OfficeVA US Department of
Veteran Affairs
54 AGACGFM | PDT18
Glossary
MAIN CONVENTION CENTERSINGLE-LEVEL
REGISTRATION
CYBER LOUNGE
EX
HIB
IT H
ALL
PLENARY S
ESSIO
NS
AGA PDT 2018 | ORLANDO 55
Convention Center Floor Plans
圀䔀 䰀䤀匀吀䔀一 簀 圀䔀 䤀一一伀嘀䄀吀䔀 簀 圀䔀 䐀䔀䰀䤀嘀䔀刀
吀愀猀栀甀 吀爀椀瘀攀搀椀Ⰰ 倀爀攀猀椀搀攀渀琀䌀䔀伀 㜀㤀㐀 漀爀 琀琀爀椀瘀攀搀椀䀀琀昀挀挀椀渀攀琀
嘀椀猀椀琀 漀甀爀 眀攀戀猀椀琀攀 愀琀 眀眀眀琀昀挀挀椀渀攀琀
䘀漀爀 洀漀爀攀 椀渀昀漀爀洀愀琀椀漀渀 挀漀渀琀愀挀琀 吀䘀䌀
椀猀 琀栀攀 琀爀甀猀琀攀搀 瀀愀爀琀渀攀爀 昀漀爀 昀攀搀攀爀愀氀 愀最攀渀挀椀攀猀 琀栀愀琀愀爀攀 昀愀挀椀渀最 挀漀洀瀀氀攀砀 ǻ渀愀渀挀椀愀氀 洀愀渀愀最攀洀攀渀琀 挀栀愀氀氀攀渀最攀猀
吀䘀䌀 䌀漀渀猀甀氀琀椀渀最 䤀渀挀
뜀뜀
뜀뜀뜀뜀
䔀渀琀攀爀瀀爀椀猀攀 刀椀猀欀 䤀渀琀攀爀渀愀氀䌀漀渀琀爀漀氀猀 䄀搀瘀椀猀漀爀礀䤀洀瀀爀漀瀀攀爀 倀愀礀洀攀渀琀猀䴀攀愀猀甀爀攀洀攀渀琀 刀攀洀攀搀椀愀琀椀漀渀䘀椀渀愀渀挀椀愀氀 刀攀瀀漀爀琀椀渀最 䄀䄀挀挀漀甀渀琀椀渀最 伀瀀攀爀愀琀椀漀渀猀䘀椀渀愀渀挀椀愀氀 匀琀愀琀攀洀攀渀琀 䌀漀洀瀀氀椀愀渀挀攀 䄀甀搀椀琀䐀愀琀愀 䄀渀愀氀礀琀椀挀猀 伀瀀琀椀洀椀稀愀琀椀漀渀䤀吀 匀攀挀甀爀椀琀礀 刀攀瘀椀攀眀 䄀猀猀攀猀猀洀攀渀琀
伀甀爀 瘀愀氀甀攀ⴀ愀搀搀攀搀 猀攀爀瘀椀挀攀猀㨀
圀栀愀琀猀 礀漀甀爀 渀攀砀琀 洀漀瘀攀㼀
䴀愀渀礀 瀀愀琀栀猀Ⰰ 漀渀攀 挀漀爀爀攀挀琀 爀漀甀琀攀 䘀漀氀氀漀眀 吀䘀䌀 愀氀漀渀最 琀栀攀 爀漀甀琀攀 琀漀 猀甀挀挀攀猀猀 䘀椀爀猀琀 琀栀愀琀 挀漀爀爀攀挀琀氀礀
挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀
T104 Implementing the Revised OMB Circular A-123 Appendix ACANARY 1-2 | FOS AUDG
This session will focus on the newly released revision to OMB Circular A-123 Appendix A Hear about the renewed focus on data quality planning as well as flexibilities provided around agency control activities
M David Zavada Sr Partner Kearney amp Company
T105 What Are Subrecipients Doing with Your MoneyGRAND 9-11 | FOS BMO
During this session attendees will hear what a subrecipient monitoring program should include
M Nasr Fahmy Asst Dir for Financial Assistance Oversight DHSOCFOFinancial Assistance Policy and Oversight
T106 Letrsquos Get Uncomfortable and Talk About Sexual HarassmentCANARY 3-4 | FOS HR
Victims of sexual harassment are speaking up and the alleged harassers are being exposed Join this important and timely session to learn what you can do to prevent sexual harassment in your workplace and create a safer work environment
M Karen Wilson Principal Public Sector Practice Guidehouse
T107 Hey Bot mdash What Can You Do for MeCRYSTAL K-L | FOS IT
Robotic Process Automation (RPA) has found its way into the government This session will discuss how federal agencies are currently using RPA and the potential for leveraging cognitive automation and artificial intelligence as the next steps in the intelligent automation process
M Adam Goldberg Exec Architect Fiscal Service
T108 Next Generation ERP Systems for Federal AgenciesGRAND 12-14 | FOS MGMT
This panel will examine ldquowhatrsquos nextrdquo for ERP systems at a time when many federal agencies need to modernize their financial systems This session will debate on-premise vs cloud single vendor vs best of breed agency owned and maintained vs shared services and outsourced support
M James Harris Finance and Enterprise Performance ndash Sr Mgr Accenture Federal Services
T109 Managing Large Complex Federally Funded Grants and ContractsCRYSTAL A-B | FOS SK
Increased scrutiny of large complex grants and contracts require agencies better assess their project risks develop mitigation strategies and monitor outcomes This session covers approaches to manage civilian and military construction projects measure earned-value and improve outcomes
M Bert Nuehring Partner Crowe LLP
AGA PDT 2018 | ORLANDO 23
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
930 ndash 11 am
Professional Ethics Board MeetingWASHINGTON
1020 ndash 11 am
Coffee Break with ExhibitorsROYALSABALSAGO
11 ndash 1150 am
T110 Innovations in Public PerformanceCRYSTAL K-L | FOS ACCG
Not surprisingly citizens want to know what they are getting for their tax dollars Panelists will discuss the performance measures and innovative techniques for engaging citizens developed by governments to help inform taxpayers
M Shivendra Verma Principal Grant Thornton LLP
T111 Setting the Foundation for TransparencyCRYSTAL A-B | FOS ACCG
This is a discussion of lessons learned from the first year of the DATA Act and next steps to improving transparency This session will discuss one agencyrsquos approach to successfully implementing the Act and next steps to improving its results
M Robert Shope Partner EY
T112 Federal Financial Audit Approach AlternativesGRAND 12-14 | FOS AUD
This session will share ideas identified by a federal CFO council workgroup to improve the nexus of costs benefits risks and burdens of the Agency Financial Report audit process
M Scott Bell Sr Staff Accountant Treasury
T113 How to Integrate Non-financial and Financial ReportingCRYSTAL M-Q | FOS AUDG
Explore how agencies leverage internal control over financial reporting organization structure knowledge and tools to address non-financial internal control requirements
M Jon Rymer Dir Lynch Consultants LLC
T114 Go Green From Overhead to Higher Training BudgetsCANARY 1-2 | FOS FIN
This session will discuss ways a department agency or business can decrease costs and allocate more resources towards employee training and professional development
M Chidilim Okonkno Systems Accountant NASA
T115 Where Did My Data Go and Why Should I CareCRYSTAL C-F | FOS IT
How have breaches and data disclosure incidents affected organizations from an economic and reputational perspective This session will discuss the impact of ransomware and other malicious attacks that restrict access to modify or delete your data
M Sarah Mirzakhani IT Principal CliftonLarsonAllen LLP
24 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T116 Application of Emotional IntelligenceCRYSTAL H | FOS PD
Everyone has dealt with ldquodifficultrdquo co-workers and individuals This session will explore how to handle different types of personalities by growing your own emotional intelligence
M Megan Gaillard Dir of Audit Palm Beach Co ndash OIG
T117 CFO SurveyGRAND 9-11 | FOS ACCG
This yearrsquos AGA CFO survey focuses on the tools and processes needed to help agencies address current budgetary challenges and mandates Join this session to hear the results of the online and in-person survey and discuss the findings with a panel of current and former CFOs
M Jim Taylor Managing Dir Grant Thornton LLP
copy 2018 Becker Professional Education Corporation All rights reserved
The knowledge you need to help prepare you for the next level of success
Becker Continuing Professional Education
Whether yoursquore a CPA CGFM CDFM DoD FMCIA CFE CMA or need GAGAS Becker offers Continuing Professional Education (CPE) tohelp meet your needs
With Becker CPE your accounting audit and fi nance professionals receive the timelyand relevant knowledge needed to help themstay ahead
Take advantage of our Subscription Program for unlimited use of Beckerrsquos CPE
+ Special rate forGovernment Agencies
+ Live Webcast and OnDemand formats(24x7 access)
+ Includes streaming videoand video courses
For more details on this program please visit agacgfmorgonlineCPE or contact John Gioeli at jgioelibeckercom
AGA PDT 2018 | ORLANDO 25
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T118 Letrsquos Get Uncomfortable and Talk About Sexual Harassment (repeat session)CANARY 3-4 | FOS HR
See description on page 23
M Karen Wilson Principal Public Sector Practice Guidehouse
1150 am ndash 1250 pm
Luncheon and Awards CeremonyCYPRESS BALLROOM See page 41
105 ndash 220 pm
T119 Certified Government Financial Manager (CGFM)CRYSTAL A-B | FOS PD
Discover the value of the CGFM designation Participants will hear from colleagues on why they pursued this certification and how it has helped advance their careers and distinguish them from others in their field You will also learn tips for preparing for the three CGFM exams
M Katya Silver Dir of Professional Certification AGA
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
T120 Leadership Ethics and Decision Making in Early AuditsCRYSTAL K-L | FOS BETH
Everyone is faced with various levels of ethical dilemmas at work and leadership can often create a culture that promotes unethical behavior without realizing the consequences Join this session to explore how ethics are integral to the behavior of employees and the impact of the behavior on early audits
M Robert Hart Sr Mgr EY
T121 Disrupting Improper PaymentsCRYSTAL H | FOS IT
Preventing improper payments is a government-wide challenge Join this session to learn how to make significant improvements and leverage disruptive technology to promote data sharing recipient authentication and encourage stakeholder collaboration Panelists will share best practices and explore ways to address root causes
M Steven Bernstein Exec Dir Electronic Payments Product Exec JP Morgan Treasury Svcs
T122 Fraud in Federal Assistance ProgramsCRYSTAL C-F | FOS AUDG
This session will give attendees an in-depth look at how fraud in federal programs was handled by state agencies federal grantors and state prosecutors This topic will explore case studies on the Summer Food Service Program and the Child and Adult Care Food Program
M Jeff Hart AGA PNP
Like us on
26 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T123 AGArsquos Grant Survey Improving Grantee ComplianceGRAND 12-14 | FOS MGMT
Recognizing challenges with grantee compliance AGA conducted a nationwide survey of federal grant recipients on implementation issues related to the Uniform Guidance (2 CFR 200) This session will focus on strategies and activities to address the most troubling areas identified by respondents
M James McKay Principal SME Grants Management Line of Business KGS
T124 Agency Risk Profile Lessons Learned and ValueCANARY 1-2 | FOS MGMT
This session will focus on agenciesrsquo experience from their A-123 Risk Profile definition process This session will include discussion of lessons learned outcomes achieved and value created
M Daniella Datskovska Dir ERM and Internal Control TFC Consulting Inc
Helping you succeed is ours Learn more at KPMGcomusfederal
Anticipate tomorrow Deliver today
copy 2017 KPMG LLP a Delaware limited liability partnership and the US member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (ldquoKPMG Internationalrdquo) a Swiss entity Some of the services or offerings provided by KPMG LLP are not permissible for its audit clients or affiliates NDPPS 677263
Your business is serving the public
AGA PDT 2018 | ORLANDO 27
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T125 Conflict in the Workplace Surviving and ResolvingCRYSTAL M-Q | FOS PD
Explore the types and causes of conflict in the workplace Participants will learn how to handle and manage conflict in the workplace Experts will share techniques for dealing with co-workers supervisors and staff in various situations involving both positive and negative conflicts
M Peggy Javery Acting Assoc CFO USDA
T126 FASAB Update Leases and More to ComeCANARY 3-4 | FOS ACCG
Hear from FASAB staff about recently-issued standards open proposals and proposals under development FASAB staff will discuss implementation of the new standards Additionally insights regarding new developments will be shared along with tips to help you prepare
M Wendy Payne Exec Dir FASAB
105 ndash 325 pm
EXEC2 AGA Digital Executive Session (invitation only)GRAND 9-11 | FOS IT
Learn about emerging technologies that may soon change the way you support your organizationrsquos mission Understand priorities challenges issues and opportunities from government leaders Engage in a highly interactive and engaging discussion on the latest strategies for digital transformation and exchange ideas and solutions with colleagues that you can bring back to your organization
M Kevin Greer VP CGI Federal
235 ndash 325 pm
T127 Medicaid The Elephant in the RoomCANARY 3-4 | FOS ACCG
Medicaid is a critical service in the lives of millions of Americans It is also a major expense for both federal and state entities This session will explore the ways that federal managers and state auditors are collaborating to make sure that these allocated dollars are spent wisely
M Kinney Poynter Exec Dir NASACT
T128 Path to Auditability Implementing New FASAB StandardsCANARY 1-2 | FOS ACCG
This session will provide an understanding of SFFAS 48 Opening Balances for Inventory Operating Materials and Supplies Stockpile and SFFAS 50 Establishing Open Balances for General Property Plant and Equipment and discuss tips for successful implementation Additionally participants will hear about implementing the standards mdash including the pitfalls and best practices for success
M Eveka Rodriguez Partner Grant Thornton LLP
T129 Data Analytics for FraudCRYSTAL A-B | FOS AUDG
Proactive data monitoring and use of data analytics can prevent your entity from being subject to a public fraud This session will show attendees how proactive data analysis techniques and tools can save money prevent bad publicity and detect fraud faster with fewer resources
M Sarah Hays Programming Dir Data Coalition
28 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T130 Planning for Federal Funding DecreasesCRYSTAL C-F | FOS FIN
State and local governments federal funding sources are always in flux This session will feature a panel of state and local government leaders discussing what plans they have in place in the event of a reduction of federal funds
M Lealan Miller AGA FMSB Chair
T131 My Data Was Just BreachedCRYSTAL K-L | FOS IT
Access to data is key to effective analytics However with recent data breaches security standards around data transfer and storage have tightened This session discusses steps to follow to ensure secure handling of data in analytics programs
M Phil Magrogan COO Immersion Consulting
MAKES A DIFFERENCE
Find the six dierences in the two photos Present at booth 202 for your prize
2677 Prosperity Avenue Suite 100 Fairfax Virginia 22031 wwwkforcegovcom Kforce_govKGS
RISKMANAGEMENT
COMPLIANCE ampAUDIT SERVICES
GRANTSMANAGEMENT
FINANCIALIMPROVEMENT
FINANCIALTECHNOLOGY
AGA PDT 2018 | ORLANDO 29
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T132 Communicating Effectively Skills and TechniquesCRYSTAL M-Q | FOS COMS
Improve your communication skills with colleagues customers supervisors and staff mdash and learn how to adjust styles based on with whom you communicate verbally vocally and visually This interactive session will address the needs concerns and frustrations of communicating effectively in todayrsquos workplace
M Dave LeBlanc SVP-at-Large AGA
T133 The Presidentrsquos Management Agenda and the Uniform GuidanceCRYSTAL C-F | FOS MGMT
The Presidentrsquos Management Agenda (PMA) was released in March 2018 This session will discuss the PMA Cross Agency Priority (CAP) Goal 8 Results-Oriented Accountability for Grants This session will also discuss the connectivity between OMBrsquos Uniform Guidance the PMA and the future vision for the world of grants
M Charles Hester InstructorConsultant AGA RVPndashWest Coast Region
325 ndash 405 pm
Coffee Break with ExhibitorsROYALSABALSAGO
330 ndash 545 pm
Young Professionals RoundtableMIAMI | FOS PD
Hear what accomplished leaders deem essential success factors for young professionals in todayrsquos ever-changing and challenging government financial management environment Interactive QampA will focus on leadership networking communication mentorship advancement and change management Speed networking session immediately follows for participants
405 ndash 455 pm
T134 Uniform Guidance Year Three mdash What You Still Donrsquot KnowCANARY 1-2 | FOS AUDG
The Uniform Guidance has been in effect for more than three years yet there are still several aspects to implement This presentation will explore those topics as well as best practices identified over the past three years
M Lealan Miller AGA FMSB Chair
T135 Protect Taxpayer DollarsGRAND 12-14 | FOS AUDG
Government vendors have larger and more contractual requirements which can lead to greater need for vendor audits Join this session to explore how vendors are audited to make sure they provide the government with the full set of contracted services and ultimately protect taxpayer dollars
M Kim Farington CFO FirstNetHave session ideas
for PDT 2019Join the PDT technical
committee email meetingsagacgfmorg
30 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
ARE YOU READY
cohnreznickcomindustriespublic-sector
CohnReznick helps forward-thinking public sector organizations address stringent regulatory requirements strengthen risk managementand achieve their business goals
Visit Us at Booth 302
T136 Improving Federal Government Employee MoraleCRYSTAL M-Q | FOS HR
What resources are available in the federal government structure to keep employees engaged and satisfied Are there things that the finance community can and should be doing to support employee morale in their agencies This session will explore how government offices can make changes that can result in higher productivity and employee engagement
M Anthony Scardino Dep Under Secrsquoy and Dep Dir USPTO
T137 Process Robotics Building Finance Bots LIVECRYSTAL A-B | FOS IT
Hear from digital labor experts about how operations improvements with robotics and cognitive solutions can drive greater efficiency cost management and employee morale This session will also feature a live demo of digital labor currently in action at a federal agency
M Chris Huff US Public Sector RPA Lead Deloitte Consulting LLP
AGA PDT 2018 | ORLANDO 31
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T138 Be Our Guest Magical Service for Finance CustomersCRYSTAL C-F | FOS MGMT
Disney has legendary customer service Hear about the practices taught by the Disney Institute and learn how you can deliver world-class financial accounting and audit services in your own organization
M Reed Waller Asst Dir Financial Management Initiatives Group DOJ
T139 Next Generation Leaders New Skills and New NeedsCRYSTAL H | FOS PD
Much has been discussed about millennials in the workplace but what are the keys to building the younger generation into effective leaders This session will explore how their immersion in technology gives them strengths and challenges when taking on new responsibilities as leaders in the federal workplace
M Doreen Shute Managing Principal CliftonLarsonAllen LLP
T140 Program Evaluation mdash Letrsquos Tell the TruthCRYSTAL K-L | FOS MGMT
This session will discuss the benefits of conducting program evaluations to determine program effectiveness support data analyses and make informed budget decisions Hear from federal state and local representatives who have conducted program evaluations and learn how the results were used
M Robert Tuccillo CFO Federal Transit Administration
T141 Look No Further Intergovernmental Job Aids to the RescueGRAND 9-11 | FOS ACCG
Learn about available tools guides and job aids for all levels of government developed by AGArsquos Intergovernmental Partnership (IP) program During this session government leaders will showcase tools and other resources available on AGArsquos website (wwwagacgfmorgtools-resources)
M Clark Partridge State Controller AZ
405 ndash 530 pm
Corporate Partner Advisory Group (CPAG) MeetingNEW ORLEANS
CPAG representatives and those from organizations interested in joining the program are invited to participate in this annual business meeting This meeting is an excellent opportunity to network with other corporate partner representatives and learn how to maximize your organizationrsquos partnership with AGA
8 ndash 10 pm
AGA Networking ReceptionMARRIOTT HOTEL LOBBY BAR
Join us for some after-dinner networking and socializing
32 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
See description on page 14
630 am ndash 4 pm
Registration Open
715 ndash 815 am
National Awards BreakfastCYPRESS BALLROOM
820 ndash 910 am
W100 Plenary Session OMBTreasuryDoD UpdateCYPRESS BALLROOM | FOS ACCG
David Lebryk Fiscal Asst Secrsquoy Treasury
David Norquist Under Secrsquoy of Defense (Comptroller) CFO DoD
Tim Soltis Dep Controller OMB
M Ann Ebberts CEO AGA
910 ndash 10 am
W101 Plenary Session Innovate the Way You InnovateCYPRESS BALLROOM | FOS PD
Learn how to create a culture of innovation within your organization Mr Shapiro will highlight how to use a challenge-centered approach to measure innovation the process of experimentation and how to maximize return on investments
Stephen Shapiro Innovation Expert
10 ndash 1030 am
Coffee BreakCRYSTAL FOYER
1030 ndash 1145 am
W102 One on One with GASB mdash An UpdateGRAND 9-11 | FOS ACCG
Meet with members of the GASB to receive the most up-to-date information regarding GASB standards exposure drafts and other projects that affect governments and their auditors
M Lealan Miller AGA FMSB Chair
W103 DoD Audit UpdateCANARY 1-2 | FOS AUD
This session will focus on the major audit and financial improvement activities underway across DoD
M Bryan Nelms Principal Kearney amp Company
W104 Understanding and Using the New Service Organization Control ReportsCANARY 3-4 | FOS AUDG
This session will discuss the significant changes underlying the new service organization control reports issued under AT-C 320 (formerly SSAE 16)
M Asif Khan Dir FM and Assurance GAO
W105 Managing in the Changing Workplace EnvironmentCRYSTAL A-B | FOS HR
Hear about the techniques and tools available to managers to maintain a team-building environment with a significant number of employees teleworking
M Thalia Melendez Dir of Audit Svcs NY State Educ Dept
AGA PDT 2018 | ORLANDO 33
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W106 Data All Around Us mdash CFOrsquos Move to a New NormalCRYSTAL M-Q | FOS IT
Advanced data analytics have turned data into powerful insights to manage programs and enhance the citizen experience as never before This session will explore how the availability of data is changing the role of the CFO
M Jorge Asef-Sargent Partner KPMG LLP
W107 How Emerging Technologies Will Transform Payments and CollectionsCRYSTAL K-L | FOS IT
Payments and collections are fertile ground for emerging technologies Artificial intelligence robotics Blockchain big data and the continued digitization of commerce will continue to transform payments and collections Panelists will share their futurist views of the payments and collections landscape
M Joe Hussey Managing Dir JP Morgan Treasury Services
W108 Cloud Enterprise Reporting mdash The FIRST FrontierCRYSTAL C-F | FOS IT
This session will explore cloud enterprise reporting Attendees will learn how to utilize the cloud to streamline external reporting by ingestion data centrally and then maximizing the utility of data to enhance integrity and inform management decisions
M Demek Adams Principal Grant Thornton LLP
W109 Annual Womenrsquos Forum Leading in Life and CareerCRYSTAL H | FOS PD
Empowered women are a cornerstone of effective government and a more competitive federal state and local workforce of the future Join this powerful annual convening of women leaders in accounting finance and technology as they discuss their journey and careers with high-impact and meaning
M Tracey Walker Natrsquol Dir Govt Affairs Culture Diversity and Inclusion RSM US LLP
W110 Federal Financial Standards Will We Get ThereGRAND 12-14 | FOS ACCG
Department of the Treasuryrsquos Office of Financial Innovation and Transformation (FIT) is defining federal financial standard references to promote innovation a common knowledge base and processes to improve interoperability of federal systems Join this session for an update on FITrsquos work and the expected benefits of this initiative
M Marshall Henry FM Program Manager Treasury Fiscal Service
1145 am ndash 1245 pm
National Awards LuncheonCYPRESS BALLROOM
1 ndash 2 pm
Financial Management Standards Board MeetingWASHINGTON
34 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1 ndash 215 pm
W111 Conducting Effective Assessments of Internal ControlsCRYSTAL K-L | FOS ACCG
This session will introduce participants to key concepts issues and standards necessary to design and implement policies to achieve the organizationrsquos objectives
M Sefton Boyars ConsultantTrainer Sefton Boyars CGFM CPA
W112 New Fraud Fighters Cryptocurrencies Blockchain and Secure TransactionsCRYSTAL C-F | FOS AUD
Government is inherently a transactional business From deeds to disbursements the quantity of documents governments maintain on paper and digital image continues to grow Criminals are abusing the current processes to commit fraud at an increasing rate Learn how you can use Blockchain to disrupt and combat fraud
M Jay Schulman Principal RSM US LLP
W113 Data Visualization mdash Using Geographic Information Systems as an Audit ToolGRAND 9-11 | FOS AUDG
Geographic Information Systems (GIS) are increasingly being utilized as a tool to present audit information Learn from experts on how recipients of government services using GIS provides a wealth of audit opportunities
M Gwendolyn Sewell Chief Mission Compliance and Audit ReadinessAccounting Air Force
W114 Finance 2020 Embracing the Changes to ComeCRYSTAL A-B | FOS MGMT
What is the role of CFOs and senior finance staff in this rapidly changing digital world This session will explore the evolution in the field from an expense control spreadsheet-driven and retrospective reporting center into a predictive analytics powerhouse
M Scott Quehl Sr Principal Accenture Federal Services
W115 Quality Management ConfrontationGRAND 12-14 | FOS MGMT
How do you optimize resources and maximize efficiency Join our panel of experts as they discuss various topics in performance management and answer questions such as ldquoHow is quality management implemented throughout an organizationrdquo and ldquoHow do you view and plan around resource allocationrdquo
M Wayne Ference Partner Castro amp Company LLC
W116 Enterprise Risk Management Stories from the Front LinesCRYSTAL H | FOS MGMT
For the past two years agencies have been working to implement the changes made to OMB A-123 This session will feature feedback from agency risk officers on whether ERM is living up to expectations
M Tom Carroll CFO AOC
AGA PDT 2018 | ORLANDO 35
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W117 Leadership Keys to SuccessCRYSTAL M-Q | FOS PD
Gain perspective from a senior leader in government about how you can make a difference in your organization This entertaining session will cover how to develop people build trust cultivate relationships and communicate more effectively Leadership is possible at any level of government
M Mary Peterman Dep Chief Finance and Procurement AOUSC
W118 Building an Optimal Analytics-Driven Program Integrity OfficeCANARY 1-2 | FOS MGMT
With the passage of the Fraud Reduction and DATA Act agencies are under increased pressure to have effective program integrity offices that leverage data analytics and focus on outcomes Hear best practices found from a comprehensive pilot project conducted at the VA
M Linda Miller Dir Grant Thornton LLP
W119 Competencies The Thread that BindsCANARY 3-4 | FOS HR
DoD like other agencies is required by law to develop functional competencies to use in strategic workforce planning The DoD FM community developed 24 enterprise-wide FM competencies Learn how these competencies serve as the thread which binds the FM workforce development portfolio into a coherent strategic plan which guides career development
M Jansen Sauvageau SVP PNC Bank
230 ndash 3 pm
AGA National President Gavel ExchangeCYPRESS BALLROOM
3 ndash 4 pm
W120 Closing Plenary Session Shift Your Brilliance Leading Amidst UncertaintyCYPRESS BALLROOM | FOS PD
This session will teach participants how to solve problems get out of the past and think like a leader of the future You will develop an enhanced sense of perspective understand where you shine and learn how to lead without a title to create effective change
Simon Bailey Author amp Inspirational Coach
M John Lynskey AGA 2018ndash2019 National President
6 ndash 11 pm
Presidentrsquos Appreciation ReceptionROYALSABALSAGO
Join us as we celebrate and thank 2017ndash2018 AGA National President Jim Arnette for his service and contributions to AGA and the financial management community
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CMY
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PDT AD Brain 2018pdf 1 51618 217 PM
36 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
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PDT AD Brain 2018pdf 1 51618 217 PM
AGA PDT 2018 | ORLANDO 37
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
Please join us in thanking our sponsors for their generous support of AGArsquos 2018 Professional Development Training
PLATINUM SPONSORS
Accenture Federal ServicesVIRTUAL EXPERIENCE
Rowan MirandaManaging Dir CFO Advisory Practice Leadrowanamirandaaccenturefederalcomwwwaccenturefederalcom
Accenture Federal Services a wholly owned subsidiary of Accenture LLP is a US company with offices in Arlington Va Accenturersquos federal business has served every cabinet-level department and 30 of the largest federal organizations Accenture Federal Services transforms bold ideas into breakthrough outcomes for clients at defense intelligence public safety civilian and military health organizations
Grant Thornton LLPTOTE BAGS
Robert SheaPrincipal Global Public Sectorrobertsheausgtcomwwwgranthorntoncompublicsector
Grant Thornton LLP the US member firm of Grant Thornton International is one of six global accounting tax and business advisory organizations Our Global Public Sector based in Alexandria Va is a management consulting business providing responsive and innovative financial performance management and systems solutions to governments and international organizations
GOLD SPONSORS
CGIDIGITAL EXECUTIVE SESSION
Kevin GreerVP Mgmt Consulting KevinGreercgifederalcomwwwcgifederalcomusfederal
A global leader in IT business process and professional services CGI partners with federal agencies to provide end-to-end solutions for defense civilian and intelligence missions Since 1976 we have delivered quality services to help clients achieve results at every stage of the program product and business lifecycle
38 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CliftonLarsonAllenBADGE HOLDERS
Doreen ShuteManaging Principal Fed Govt SvcsDoreenShuteCLAconnectcomwwwCLAconnectcom
CLA is a professional services firm delivering integrated advisory outsourcing and public accounting capabilities to help clients succeed professionally and personally Our practice group members are recognized industry experts and established leaders in the government community We focus on active engagement in the industry a sentiment beyond meeting requirements and standards
DeloitteWATER BOTTLESHYDRATION STATIONS
Colin Duncan Managing Dircoduncandeloittecom wwwdeloittecomusfederal
Deloittersquos Government and Public Services practice consists of more than 12000 professionals across the country serving federal state and local government and higher education clients across consulting and advisory functions bring fresh perspective mdash from inside and outside government mdash to help solve our nationrsquos biggest challenges We bring insights from our client experience and research to drive bold and lasting results People Ideas Technology and Outcomes mdash all Designed for Impact
EYAGA EXECUTIVE SESSION
Bill ColbertPartner PI Financebillcolberteycomwwweycomgovpublicsector
The Government and Public Sector practice of Ernst amp Young LLP provides a full range of consulting and audit services leveraging our experience with both government and commercial clients We deliver real change and measurable results through our diverse high-performing teams operational know-how from across our global organization and bold ideas tailored to each clientrsquos unique mission
AGA PDT 2018 | ORLANDO 39
GOLD SPONSORS (continued)
GuidehouseMONDAY LUNCHEON
Christina VanecekMarketing Mgrcvanecekguidehousecomwwwguidehousecom
Guidehouse formerly PwC Public Sector provides management technology and risk consulting to clients around the world through more than 1600 professionals in 20 locations Now as Guidehouse we offer the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected
Kearney amp CompanyPHOTO BOOTH
Erika SteiningerPartneresteiningerkearneycocomwwwkearneycocom
Kearney amp Company a CPA and consulting firm exclusively serving the Federal Government takes pride in its ability to assist agencies in meeting business objectives and complying with complex requirements Practice areas include Financial Reporting and Accounting Support Internal ControlsA-123 Financial Services Financial Healthcare Services Advisory Services and Program Management
KPMG LLPHOST COMMITTEE SHIRTS MONDAY BREAKFAST
Diane DudleyPartner-in-Charge Fed Auditddudleykpmgcomwwwkpmgcom
For more than 100 years KPMG LLP has assisted the government in the civilian defense and intelligence sectors Today we help these organizations adapt to new environments by working with them to transform business models leverage data protect information assets and provide assurance services while focusing on their mission
40 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
CPAG Small Business CommitteeTUESDAY LUNCHEON
Dedicated members of AGArsquos Small Business Committee are proud to sponsor the 2018 PDT Tuesday Awards Luncheon Thank you to 2nd Wave Castro amp Co Immersion RMA Associates TFC Consulting Trilogy Federal and Watkins Government Services
Get Inspired During PDTthen submit your best practices to the Journal of Government Financial Management by Sept 1 2018
Learn more and view the 2018ndash2019 editorial calendar at wwwagacgfmorgjournal
SILVER SPONSORS
JP MorganTUESDAY BREAKFAST
Denise PetittaExec DirDenisePetittajpmorgancomwwwjpmorgancom
JP Morgan is a premier corporate and investment bank with a full suite of global financial services and capabilities Our clients include the worldrsquos most important corporations governments financial institutions pensions sovereign wealth organizations states and municipalities we offer strategic advice and deliver banking services in more than 100 countries
AGA PDT 2018 | ORLANDO 41
SILVER SPONSORS (continued)
RSM US LLPPDT APP amp WIFI
Mary GoldsmithFed Bus Dev Dirmarygoldsmithrsmuscomwwwrsmuscom
RSM US LLP provides risk financial and technology management consulting services to the public sector We are an inclusive enterprise and support AGA CPAG and Womenrsquos forum We help federal state and local entities improve performance through a comprehensive understanding of their business models internal processes objectives and daily realities
BRASS SPONSORS
Automation AnywhereSTANDING SIGN
Sharon OrsquoNeillHead of Americas Field Marketingsharononeillautomationanywherecom wwwautomationanywherecom
Automation Anywhere is the global leader in enterprise-grade comprehensive Robotic Process Automation software including Cognitive and real-time analytics Over 1000 of the worldrsquos largest brands use our platform to create and manage their Digital Workforce and scale their business processes faster with near-zero error rates while dramatically reducing operational costs
Crowe LLPTUESDAY AM COFFEE BREAK
Bert NeuhringRisk Consulting Partnerbertnuehringcrowecomwwwcrowecom
Crowe LLP is a public accounting consulting and technology firm with offices around the world Crowe uses its deep industry expertise to provide audit services to public and private entities The firm and its subsidiaries also help clients make smart decisions that lead to lasting value with its tax advisory risk and performance services
42 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
BRASS SPONSORS (continued)
MastercardMONDAY AFTERNOON COFFEE BREAK
MariBeth McCarthyVP Bus Leadermaribeth_mccarthymastercardcomwwwmastercardcom
Mastercard (NYSE MA) is a technology company in the global payments industry We operate the worldrsquos fastest payments-processing network connecting consumers financial institutions merchants governments and businesses in more than 210 countries and territories Mastercardrsquos products and solutions make everyday commerce activities easier more secure and more efficient for everyone
PNC BankDIRECTIONAL SIGNAGE
Lauren GradwellAccount MgrLaurengradwellpnccomwwwpnccomideas
PNC is one of the nationrsquos largest financial services organizations providing retail and business banking residential mortgage banking specialized services for corporations and government entities including corporate banking treasury management real estate finance asset-based lending wealth management and asset management We are focused on delivering ideas insight and solutions to our clients to help them maximize the value of their business
Williams AdleyMONDAY MORNING COFFEE BREAK
Melinda BuckBus Dev Leadmbuckwilliamsadleycomwwwwilliamsadleycom
Williams Adley is one of the countryrsquos premier certified public accounting and management consulting firms Our diverse knowledge backgrounds and subject-matter expertise help a wide variety of government agencies and businesses achieve their financial program and information technology goals
AGA PDT 2018 | ORLANDO 43
MEDIA SPONSORS
Government Matters
John Meyer Managing DirjmeyerGovMatterstv wwwGovMatterstv
Government Matters is a television news program dedicated to providing non-partisan information and analysis to federal managers contractors and those supporting the federal marketplace The program airs weeknights in Washington DC on NewsChannel 8 Sunday Mornings on ABC 7 and worldwide on the American Forces Network (AFN)
GOVERNING
Meg Keller Dir of Marketingmkellergoverningcomwwwgoverningcom
For 25 years GOVERNING has been the only publication dedicated to providing the information insight and inspiration state and local leaders need to govern effectively Subscriptions for most state and local government professionals are free as is attendance at most GOVERNING events
Route Fifty
Hilery Sirpis Publisherhsirpisgovexeccomwwwroutefiftycom
Route Fifty a new digital publication and events brand from Atlantic Mediarsquos Government Executive Media Group connects leaders and ideas advancing state and local governments with news insight and resources It facilitates sharing of best practices and ideas among those creating government programs policies and institutions for the 21st century
44 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Play AGArsquos Exhibitor Hunt and win big prizes
including FREE registration to an
upcoming AGA training event
View CPEs Earned
Visit httpsessions ats-leads comagapdt2018 and enter your badge number to view CPEs earned during PDT
Note Only CPEs earned from previous day(s) can be viewed
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VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
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MAIN
VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
MAINENTRANCE
Stop by PDT 2019 Booth 102
Relax RechargeGet a free massage
46 AGACGFM | PDT18
Exhibit Hall Floor Plan
Exhibitors by Booth Number
Company Name Booth
Infor 100 Bureau of the Fiscal Service 101Audimation Services 104American Society of Military Comptrollers 106Kearney Photo Booth 107Graduate School 108 Sehlke Consulting LLC 200Guidehouse 201Kforce Government Solutions Inc 202mLINQS LLC 203RSM US LLP 207GrantSolutions 209ACL Services Ltd 300Williams Adley 301CohnReznick Government 302AOC Solutions 303CGI Federal 306Virtual Experience with Accenture 307Savantage Solutions 308TeraThink Corporation 400Lynch Consultants LLC 401Interior Business Center 402GEHA 403
Company Name Booth
IFAS LLC 407TFC Consulting Inc 409Grant Thornton LLP 500RMA Associates LLC 501Castro amp Company LLC 503KPMG LLP 506AGA Community Service amp Silent Auction 507Kearney amp Company 600EY 601AGA 607J P Morgan 701FI Consulting 703CliftonLarsonAllen LLP 706MorganFranklin Consulting 707Becker Professional Education 709Management Concepts 800Qlik Tech Inc 801U S Army Financial Management Command 802The MIL Corporation 805Immersion Consulting 806Automation Anywhere 809
ACL Services LtdBOOTH 300wwwaclcom
ACL is a global software company with innovative solutions for public sector professionals to keep processes in check and provide higher levels of assurance through team-based analytic approaches ACLrsquos platform has helped over 250 government offices globally to bolster compliance manage risks and assure effective governance Learn more at our booth and wwwaclcom
AGABOOTH 607wwwagacgfmorg
AGA is the member organization for government financial management professionals We lead and encourage change that benefits our field and all citizens Our networking events professional certification publications and ongoing education help members build skills and advance their careers Learn about our thought-leadership library online tools CGFM designation and more
AGA PDT 2018 | ORLANDO 47
Exhibitor Appreciation AGA Corporate Partner
AGA Community Service amp Silent AuctionBOOTH 507
Buy tickets and bid for great prizes in our silent auction including gift certificates gift baskets sports memorabilia vacations and more Proceeds support AGArsquos National Community Service Fund the American Cancer Society the American Heart Association the Humane Society and Habitat for Humanity Winners posted daily present the winning ticket to claim your prize
AGA New Orleans ChapterBACK OF EXHIBIT HALLwwwagacgfmorgneworleans
Stop by our booth to learn more about New Orleans and plan your trip to PDT 2019 scheduled for July 21ndash24 2019 You might win a free PDT 2019 registration
American Society of Military Comptrollers BOOTH 106wwwasmconlineorg
ASMC is the non-profit educational and professional organization for persons military and civilian in the overall field of military comptrollership ASMC promotes the education and training of its members and supports the development and advancement of the military comptrollership profession The society provides professional programs to keep members abreast of current issues and encour-ages the exchange of information techniques and approaches
AOC SolutionsBOOTH 303wwwaocfederalsolutionscom
AOC Solutions Inc is a Service-Disabled Veteran-Owned Business providing financial management federal accounting audit readiness support and technology services AOC thought leaders are dedicated to helping agencies identify better ways to analyze accounting and financial data for cost reduction and increased efficiency
Audimation ServicesBOOTH 104wwwaudimationcom
Audimation Services Inc is the US distributor of CaseWare IDEAreg a powerful user-friendly data analytics software tool designed to help profes-sionals extend auditing capabilities detect fraud and meet documentation standards We specialize in helping organizations streamline audits simplify data acquisition and improve business processes
Automation Anywhere BOOTH 809
See write-up on page 42
Becker Professional EducationBOOTH 709wwwbeckercom
Do you need CPE for CGFMreg CPA or the new DoD FM Certification Come ask about our Government Family Offer Nearly half a million professionals have advanced their careers through our CPE programs including CPA Exam Review PMPreg Exam Review Cybersecurity Six Sigma and more And be sure to check out our new program for Certified Anti-Money Laundering Specialists (CAMS)
Bureau of the Fiscal ServiceBOOTH 101wwwfiscaltreasurygov
The Bureau of the Fiscal Service serves as a catalyst for transforming the way the federal government manages finances and delivers shared services Our passion is improving financial management and shared service delivery through efficient and effective operations and through guidance and assistance to others
48 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Castro amp Company LLCBOOTH 503www castroco com
Headquartered in Washington DC Castro amp Company is an audit advisory and accounting services CPA firm with a strong federal customer focus We are a Minority-Owned Small Business offering the personalized services of a small firm with the full resources and quality expected from a larger CPA firm
CGI FederalBOOTH 306
See write-up on page 38
CliftonLarsonAllen LLPBOOTH 706
See write-up on page 39
CohnReznick GovernmentBOOTH 302www cohnreznick com
CohnReznick Government provides audit accounting and financial management compliance risk and integrity monitoring program and project management and disaster response and recovery Our comprehensive project management approach provides clients with reliable processes and delivers accounting insights to help government organizations improve communication administer fiscal and operational strategies and meet compliance requirements
EYBOOTH 601
See write-up on page 39
FI ConsultingBOOTH 703www ficonsulting com
FI Consulting develops effective practical solutions to help federal agencies achieve their missions while operating efficiently managing risk and adapting to a changing policy environment We apply our core strengths in Data Analytics Modeling and Technology to gain program performance insight manage risk improve operations and better deliver mission
GEHABOOTH 403www geha com
GEHA provides medical and dental plans through the FEHB and FEDVIP programs for more than 18 million federal employees retirees and their families GEHA members receive year-round vision and hearing benefits plus other discounts For more information please stop by our booth or visit gehacom and gehadentalcom
Graduate SchoolBOOTH 108www graduateschool edu
Graduate School USA provides a wide range of learning opportunities in formats accessible to adult learners everywhere through training continuing education courses executive and leadership development and credit offerings For professionals in the government auditing and financial management community we offer a comprehensive curriculum taught by leading practitioners
Grant Thornton LLPBOOTH 500
See write-up on page 38
AGA PDT 2018 | ORLANDO 49
GrantSolutionsBOOTH 209www grantsolutions gov
GrantSolutions supports Federal agencies throughout the grants lifecycle mdash from pre-award planning through application award and closeout Our service finds solutions for shared mission needs across agencies while incorporating unique business and regulatory processes for grant programs GrantSolutions is an OMB-selected grants business leader providing end-to-end innovative grants management services dedicated to advancing the mission of Federal agencies
GuidehouseBOOTH 201
See write-up on page 40
IFAS LLCBOOTH 407www ifas-llc com
IFAS is an 8(a) Service-Disabled Veteran-Owned Small Business Woman-Owned Small Disadvan-taged Business providing Program Management Business and Finance Operations Integrated Logistics and IT Support Services to meet specific needs of our clients We provide geographically dispersed support available when and where you need us
Immersion ConsultingBOOTH 806www immersioninc com
Immersion Consulting a Service-Disabled Veteran-Owned Small Business headquartered in Annapolis Md provides business management and technology consulting to government nonprofit and commercial clients Founded in 2004 we specialize in program management financial management technology services and training Our mission provide clients with actionable business solutions that yield sustainable results
InforBOOTH 100www infor com
Infor Public Sector solutions streamline financial management across multiple systems With more than 25 years of public sector experience Infor helps you meet organization demands including budget and audit readiness performance management and financial control with flexible solution deployment options to help you operate more quickly and efficiently
Interior Business CenterBOOTH 402www doi govibc
The Interior Business Center one of several OMB-approved interagency shared-service providers offers acquisition financial manage-ment and HR under a fee-for-service full cost recovery business model By assisting multiple federal organizations IBC can leverage resources to share economies and efficiencies with external customers and our parent agency the US Department of the Interior
JP MorganBOOTH 701
See write-up on page 41
Kearney amp CompanyBOOTH 600
See write-up on page 40
Kforce Governnment Solutions IncBOOTH 202www kforcegov com
Kforce Government Solutions Inc (KGS) provides management and technology solutions to Federal Government and State and local agencies We deliver customized solutions across financial management organizational transformation and IT to solve our clientsrsquo most complex mission and business challenges KGS also offers the innovative TraumaFXreg line of medical training manikins
50 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
KPMG LLPBOOTH 506
See write-up on page 40
Lynch Consultants LLCBOOTH 401www lynchconsultants com
Lynch Consultants provides strategic financial and program advisory and assistance services to the federal government We partner with clients to deliver project management services financial and business support and strategic policy solutions for complex government programs Clients include numerous federal departments including DoD Navy Army VA HHS and HUD
Management ConceptsBOOTH 800www managementconcepts com
Management Concepts is a leading provider of professional development performance improve-ment and talent management solutions for the public sector Since 1973 we have collaborated with the federal government state and local offices non-profit organizations universities and corporations to enhance the performance of teams and organizations Follow us on Twitter Mgmt_Concepts
The MIL CorporationBOOTH 805www milcorp com
The MIL Corporation has grown steadily for 36 years and remains dedicated to excellence service and support across our four major service areas financial management and systems support information technology cyber security and systems and C4 engineering For more information please visit us at wwwmilcorpcom or on Facebook at httptinyurlcomFacebookMIL
mLINQS LLCBOOTH 203www mLINQS net
mLINQS a Service-Disabled Veteran-Owned Small Business founded in 2003 provides the govern-mentrsquos leading employee relocation management system and E-Gov travel (ETS2) consulting services Since 2004 mLINQS relocation system has automated relocations and tracked expenses for more than 30 agencies
MorganFranklin ConsultingBOOTH 707www morganfranklin com
MorganFranklin Consulting headquartered in McLean Va provides business consulting and technology solutions to public companies fast-growing private companies and US govern-ment agencies Third-party customer satisfaction surveys highlight the companyrsquos reputation for being hands-on flexible and skilled at bringing diverse groups together to complete projects on time and within budget
Qlik Tech IncBOOTH 801www qlik com
Qlikreg is the leading data analytics platform and the pioneer of user-driven business intelligence Its portfolio of cloud-based and on-premise solutions meets customersrsquo growing needs from reporting and self-service visual analysis to guided embedded and custom analytics regardless of where data is located
RMA Associates LLCBOOTH 501www rmafed com
RMA an SBA Certified 8(a) Small Business located in the Washington DC metropolitan area specializes in audit consulting and advisory
AGA PDT 2018 | ORLANDO 51
RSM US LLPBOOTH 207
See write-up on page 42
Savantage SolutionsBOOTH 308www savantage net
Savantage Solutions a CMMIreg Level 3 Rated and ISO 90012008 certified company is a leading provider of software development business consulting and program management support services One of only five vendors of financial management systems certified for federal use Savantage takes pride in its service excellence
Sehlke Consulting LLCBOOTH 200www sehlkeconsulting com
Founded in 2011 Sehlke Consulting is a Service-Disabled Veteran-Owned Small Business and Historically Underutilized Business Zone (HUBZone) firm based in Arlington Va We provide comprehensive leading solutions in Financial Management Acquisition Management Logistics and Supply Chain Management and National Security amp Defense Programs
TeraThink CorporationBOOTH 400www terathink com
TeraThink takes pride in the outstanding reputation we have earned over the past 15 years for delivering superior results to federal customers With expertise in agile development enterprise application technologies financial services and cloud solutions our delivery platform brings exceptional scale and value to support customersrsquo transformation business automation and mission-related goals Visit our booth and wwwTeraThinkcom for more information
TFC Consulting IncBOOTH 409www tfcci net
A licensed CPA firm Small Disadvantaged Business and ISO 9001_2015-certified enterprise TFC is the trusted partner of federal agencies facing complex financial management challenges Now celebrating 15 years of success and excellence in assisting clients TFC develops and implements comprehensive solutions to improve financial management environments and achieve operational efficiency
US Army Financial Management CommandBOOTH 802www facebook comUSAFMCOM
US Army Financial Management Command is responsible for the delivery of Army-wide Financial Management (FM) functions including Enterprise Resource Planning systems support audit and compliance support financial operations support and ERP business process standardization support and for providing operational oversight of Army field FM activities
Williams AdleyBOOTH 301
See write-up on page 43
Note The contents of this exhibitor list were compiled from information supplied by exhibitors While every effort has been made to ensure contents are correct AGA is unable to accept liability for errors or omissions or for any claims made by exhibitors
52 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AGA PDT 2018 | ORLANDO 53
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AIG Assistant Inspector GeneralAssoc AssociateAsst AssistantBus BusinessCEO Chief Executive OfficerCFO Chief Financial OfficerCIO Chief Information OfficerCo CountyComm CommitteeCOO Chief Operating OfficerCPAG Corporate Partner Advisory GroupDep DeputyDept DepartmentDev DevelopmentDir DirectorDiv DivisionEduc EducationERM Enterprise Risk ManagementExec ExecutiveFed FederalFM Financial ManagementGM General Manager Govt Government
Fields of Study See page 4 for list of Fields of Study
AOC Architect of the CapitolAOUSC Administrative Office of the
US CourtsCommerce US Department of CommerceDHHS US Department of Health
and Human ServicesDHS US Department of
Homeland SecurityDLA Defense Logistics AgencyDoD US Department of DefenseDoE US Department of EnergyDOI US Department of the InteriorDOJ US Department of JusticeDoS US Department of StateFASAB Federal Accounting Standards
Advisory BoardFiscal Service Bureau of the Fiscal ServiceFIT Office of Financial Innovation
and TransformationFMSB Financial Management Standards
BoardFTA Federal Transit Administration
HR Human ResourcesIG Inspector GeneralIT Information TechnologyMgmt ManagementMgr ManagerNatrsquol NationalOfc OfficePNP AGA Past National
PresidentPNT AGA Past National
TreasurerRPA Robotic Process
AutomationRVP Regional Vice PresidentSecrsquoy SecretarySME Subject Matter Expert Sr SeniorSvc ServiceSVP Senior Vice PresidentTech TechnicalUniv UniversityVP Vice President
GAO Government Accountability OfficeGASB Government Accounting Standards
BoardGSA US General Services
AdministrationHUD US Department of Housing
and Urban DevelopmentIRS Internal Revenue ServiceNASA National Aeronautics and Space
AdministrationNSF National Science FoundationOCFO Office of the Chief Financial OfficerOIG Office of Inspector GeneralOMB Office of Management and BudgetSBA Small Business AdministrationTreasury US Department of the TreasuryUSAID US Agency for International
DevelopmentUSDA US Department of AgricultureUSPTO US Patent and Trademark OfficeVA US Department of
Veteran Affairs
54 AGACGFM | PDT18
Glossary
MAIN CONVENTION CENTERSINGLE-LEVEL
REGISTRATION
CYBER LOUNGE
EX
HIB
IT H
ALL
PLENARY S
ESSIO
NS
AGA PDT 2018 | ORLANDO 55
Convention Center Floor Plans
圀䔀 䰀䤀匀吀䔀一 簀 圀䔀 䤀一一伀嘀䄀吀䔀 簀 圀䔀 䐀䔀䰀䤀嘀䔀刀
吀愀猀栀甀 吀爀椀瘀攀搀椀Ⰰ 倀爀攀猀椀搀攀渀琀䌀䔀伀 㜀㤀㐀 漀爀 琀琀爀椀瘀攀搀椀䀀琀昀挀挀椀渀攀琀
嘀椀猀椀琀 漀甀爀 眀攀戀猀椀琀攀 愀琀 眀眀眀琀昀挀挀椀渀攀琀
䘀漀爀 洀漀爀攀 椀渀昀漀爀洀愀琀椀漀渀 挀漀渀琀愀挀琀 吀䘀䌀
椀猀 琀栀攀 琀爀甀猀琀攀搀 瀀愀爀琀渀攀爀 昀漀爀 昀攀搀攀爀愀氀 愀最攀渀挀椀攀猀 琀栀愀琀愀爀攀 昀愀挀椀渀最 挀漀洀瀀氀攀砀 ǻ渀愀渀挀椀愀氀 洀愀渀愀最攀洀攀渀琀 挀栀愀氀氀攀渀最攀猀
吀䘀䌀 䌀漀渀猀甀氀琀椀渀最 䤀渀挀
뜀뜀
뜀뜀뜀뜀
䔀渀琀攀爀瀀爀椀猀攀 刀椀猀欀 䤀渀琀攀爀渀愀氀䌀漀渀琀爀漀氀猀 䄀搀瘀椀猀漀爀礀䤀洀瀀爀漀瀀攀爀 倀愀礀洀攀渀琀猀䴀攀愀猀甀爀攀洀攀渀琀 刀攀洀攀搀椀愀琀椀漀渀䘀椀渀愀渀挀椀愀氀 刀攀瀀漀爀琀椀渀最 䄀䄀挀挀漀甀渀琀椀渀最 伀瀀攀爀愀琀椀漀渀猀䘀椀渀愀渀挀椀愀氀 匀琀愀琀攀洀攀渀琀 䌀漀洀瀀氀椀愀渀挀攀 䄀甀搀椀琀䐀愀琀愀 䄀渀愀氀礀琀椀挀猀 伀瀀琀椀洀椀稀愀琀椀漀渀䤀吀 匀攀挀甀爀椀琀礀 刀攀瘀椀攀眀 䄀猀猀攀猀猀洀攀渀琀
伀甀爀 瘀愀氀甀攀ⴀ愀搀搀攀搀 猀攀爀瘀椀挀攀猀㨀
圀栀愀琀猀 礀漀甀爀 渀攀砀琀 洀漀瘀攀㼀
䴀愀渀礀 瀀愀琀栀猀Ⰰ 漀渀攀 挀漀爀爀攀挀琀 爀漀甀琀攀 䘀漀氀氀漀眀 吀䘀䌀 愀氀漀渀最 琀栀攀 爀漀甀琀攀 琀漀 猀甀挀挀攀猀猀 䘀椀爀猀琀 琀栀愀琀 挀漀爀爀攀挀琀氀礀
挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀
930 ndash 11 am
Professional Ethics Board MeetingWASHINGTON
1020 ndash 11 am
Coffee Break with ExhibitorsROYALSABALSAGO
11 ndash 1150 am
T110 Innovations in Public PerformanceCRYSTAL K-L | FOS ACCG
Not surprisingly citizens want to know what they are getting for their tax dollars Panelists will discuss the performance measures and innovative techniques for engaging citizens developed by governments to help inform taxpayers
M Shivendra Verma Principal Grant Thornton LLP
T111 Setting the Foundation for TransparencyCRYSTAL A-B | FOS ACCG
This is a discussion of lessons learned from the first year of the DATA Act and next steps to improving transparency This session will discuss one agencyrsquos approach to successfully implementing the Act and next steps to improving its results
M Robert Shope Partner EY
T112 Federal Financial Audit Approach AlternativesGRAND 12-14 | FOS AUD
This session will share ideas identified by a federal CFO council workgroup to improve the nexus of costs benefits risks and burdens of the Agency Financial Report audit process
M Scott Bell Sr Staff Accountant Treasury
T113 How to Integrate Non-financial and Financial ReportingCRYSTAL M-Q | FOS AUDG
Explore how agencies leverage internal control over financial reporting organization structure knowledge and tools to address non-financial internal control requirements
M Jon Rymer Dir Lynch Consultants LLC
T114 Go Green From Overhead to Higher Training BudgetsCANARY 1-2 | FOS FIN
This session will discuss ways a department agency or business can decrease costs and allocate more resources towards employee training and professional development
M Chidilim Okonkno Systems Accountant NASA
T115 Where Did My Data Go and Why Should I CareCRYSTAL C-F | FOS IT
How have breaches and data disclosure incidents affected organizations from an economic and reputational perspective This session will discuss the impact of ransomware and other malicious attacks that restrict access to modify or delete your data
M Sarah Mirzakhani IT Principal CliftonLarsonAllen LLP
24 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T116 Application of Emotional IntelligenceCRYSTAL H | FOS PD
Everyone has dealt with ldquodifficultrdquo co-workers and individuals This session will explore how to handle different types of personalities by growing your own emotional intelligence
M Megan Gaillard Dir of Audit Palm Beach Co ndash OIG
T117 CFO SurveyGRAND 9-11 | FOS ACCG
This yearrsquos AGA CFO survey focuses on the tools and processes needed to help agencies address current budgetary challenges and mandates Join this session to hear the results of the online and in-person survey and discuss the findings with a panel of current and former CFOs
M Jim Taylor Managing Dir Grant Thornton LLP
copy 2018 Becker Professional Education Corporation All rights reserved
The knowledge you need to help prepare you for the next level of success
Becker Continuing Professional Education
Whether yoursquore a CPA CGFM CDFM DoD FMCIA CFE CMA or need GAGAS Becker offers Continuing Professional Education (CPE) tohelp meet your needs
With Becker CPE your accounting audit and fi nance professionals receive the timelyand relevant knowledge needed to help themstay ahead
Take advantage of our Subscription Program for unlimited use of Beckerrsquos CPE
+ Special rate forGovernment Agencies
+ Live Webcast and OnDemand formats(24x7 access)
+ Includes streaming videoand video courses
For more details on this program please visit agacgfmorgonlineCPE or contact John Gioeli at jgioelibeckercom
AGA PDT 2018 | ORLANDO 25
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T118 Letrsquos Get Uncomfortable and Talk About Sexual Harassment (repeat session)CANARY 3-4 | FOS HR
See description on page 23
M Karen Wilson Principal Public Sector Practice Guidehouse
1150 am ndash 1250 pm
Luncheon and Awards CeremonyCYPRESS BALLROOM See page 41
105 ndash 220 pm
T119 Certified Government Financial Manager (CGFM)CRYSTAL A-B | FOS PD
Discover the value of the CGFM designation Participants will hear from colleagues on why they pursued this certification and how it has helped advance their careers and distinguish them from others in their field You will also learn tips for preparing for the three CGFM exams
M Katya Silver Dir of Professional Certification AGA
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
T120 Leadership Ethics and Decision Making in Early AuditsCRYSTAL K-L | FOS BETH
Everyone is faced with various levels of ethical dilemmas at work and leadership can often create a culture that promotes unethical behavior without realizing the consequences Join this session to explore how ethics are integral to the behavior of employees and the impact of the behavior on early audits
M Robert Hart Sr Mgr EY
T121 Disrupting Improper PaymentsCRYSTAL H | FOS IT
Preventing improper payments is a government-wide challenge Join this session to learn how to make significant improvements and leverage disruptive technology to promote data sharing recipient authentication and encourage stakeholder collaboration Panelists will share best practices and explore ways to address root causes
M Steven Bernstein Exec Dir Electronic Payments Product Exec JP Morgan Treasury Svcs
T122 Fraud in Federal Assistance ProgramsCRYSTAL C-F | FOS AUDG
This session will give attendees an in-depth look at how fraud in federal programs was handled by state agencies federal grantors and state prosecutors This topic will explore case studies on the Summer Food Service Program and the Child and Adult Care Food Program
M Jeff Hart AGA PNP
Like us on
26 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T123 AGArsquos Grant Survey Improving Grantee ComplianceGRAND 12-14 | FOS MGMT
Recognizing challenges with grantee compliance AGA conducted a nationwide survey of federal grant recipients on implementation issues related to the Uniform Guidance (2 CFR 200) This session will focus on strategies and activities to address the most troubling areas identified by respondents
M James McKay Principal SME Grants Management Line of Business KGS
T124 Agency Risk Profile Lessons Learned and ValueCANARY 1-2 | FOS MGMT
This session will focus on agenciesrsquo experience from their A-123 Risk Profile definition process This session will include discussion of lessons learned outcomes achieved and value created
M Daniella Datskovska Dir ERM and Internal Control TFC Consulting Inc
Helping you succeed is ours Learn more at KPMGcomusfederal
Anticipate tomorrow Deliver today
copy 2017 KPMG LLP a Delaware limited liability partnership and the US member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (ldquoKPMG Internationalrdquo) a Swiss entity Some of the services or offerings provided by KPMG LLP are not permissible for its audit clients or affiliates NDPPS 677263
Your business is serving the public
AGA PDT 2018 | ORLANDO 27
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T125 Conflict in the Workplace Surviving and ResolvingCRYSTAL M-Q | FOS PD
Explore the types and causes of conflict in the workplace Participants will learn how to handle and manage conflict in the workplace Experts will share techniques for dealing with co-workers supervisors and staff in various situations involving both positive and negative conflicts
M Peggy Javery Acting Assoc CFO USDA
T126 FASAB Update Leases and More to ComeCANARY 3-4 | FOS ACCG
Hear from FASAB staff about recently-issued standards open proposals and proposals under development FASAB staff will discuss implementation of the new standards Additionally insights regarding new developments will be shared along with tips to help you prepare
M Wendy Payne Exec Dir FASAB
105 ndash 325 pm
EXEC2 AGA Digital Executive Session (invitation only)GRAND 9-11 | FOS IT
Learn about emerging technologies that may soon change the way you support your organizationrsquos mission Understand priorities challenges issues and opportunities from government leaders Engage in a highly interactive and engaging discussion on the latest strategies for digital transformation and exchange ideas and solutions with colleagues that you can bring back to your organization
M Kevin Greer VP CGI Federal
235 ndash 325 pm
T127 Medicaid The Elephant in the RoomCANARY 3-4 | FOS ACCG
Medicaid is a critical service in the lives of millions of Americans It is also a major expense for both federal and state entities This session will explore the ways that federal managers and state auditors are collaborating to make sure that these allocated dollars are spent wisely
M Kinney Poynter Exec Dir NASACT
T128 Path to Auditability Implementing New FASAB StandardsCANARY 1-2 | FOS ACCG
This session will provide an understanding of SFFAS 48 Opening Balances for Inventory Operating Materials and Supplies Stockpile and SFFAS 50 Establishing Open Balances for General Property Plant and Equipment and discuss tips for successful implementation Additionally participants will hear about implementing the standards mdash including the pitfalls and best practices for success
M Eveka Rodriguez Partner Grant Thornton LLP
T129 Data Analytics for FraudCRYSTAL A-B | FOS AUDG
Proactive data monitoring and use of data analytics can prevent your entity from being subject to a public fraud This session will show attendees how proactive data analysis techniques and tools can save money prevent bad publicity and detect fraud faster with fewer resources
M Sarah Hays Programming Dir Data Coalition
28 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T130 Planning for Federal Funding DecreasesCRYSTAL C-F | FOS FIN
State and local governments federal funding sources are always in flux This session will feature a panel of state and local government leaders discussing what plans they have in place in the event of a reduction of federal funds
M Lealan Miller AGA FMSB Chair
T131 My Data Was Just BreachedCRYSTAL K-L | FOS IT
Access to data is key to effective analytics However with recent data breaches security standards around data transfer and storage have tightened This session discusses steps to follow to ensure secure handling of data in analytics programs
M Phil Magrogan COO Immersion Consulting
MAKES A DIFFERENCE
Find the six dierences in the two photos Present at booth 202 for your prize
2677 Prosperity Avenue Suite 100 Fairfax Virginia 22031 wwwkforcegovcom Kforce_govKGS
RISKMANAGEMENT
COMPLIANCE ampAUDIT SERVICES
GRANTSMANAGEMENT
FINANCIALIMPROVEMENT
FINANCIALTECHNOLOGY
AGA PDT 2018 | ORLANDO 29
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T132 Communicating Effectively Skills and TechniquesCRYSTAL M-Q | FOS COMS
Improve your communication skills with colleagues customers supervisors and staff mdash and learn how to adjust styles based on with whom you communicate verbally vocally and visually This interactive session will address the needs concerns and frustrations of communicating effectively in todayrsquos workplace
M Dave LeBlanc SVP-at-Large AGA
T133 The Presidentrsquos Management Agenda and the Uniform GuidanceCRYSTAL C-F | FOS MGMT
The Presidentrsquos Management Agenda (PMA) was released in March 2018 This session will discuss the PMA Cross Agency Priority (CAP) Goal 8 Results-Oriented Accountability for Grants This session will also discuss the connectivity between OMBrsquos Uniform Guidance the PMA and the future vision for the world of grants
M Charles Hester InstructorConsultant AGA RVPndashWest Coast Region
325 ndash 405 pm
Coffee Break with ExhibitorsROYALSABALSAGO
330 ndash 545 pm
Young Professionals RoundtableMIAMI | FOS PD
Hear what accomplished leaders deem essential success factors for young professionals in todayrsquos ever-changing and challenging government financial management environment Interactive QampA will focus on leadership networking communication mentorship advancement and change management Speed networking session immediately follows for participants
405 ndash 455 pm
T134 Uniform Guidance Year Three mdash What You Still Donrsquot KnowCANARY 1-2 | FOS AUDG
The Uniform Guidance has been in effect for more than three years yet there are still several aspects to implement This presentation will explore those topics as well as best practices identified over the past three years
M Lealan Miller AGA FMSB Chair
T135 Protect Taxpayer DollarsGRAND 12-14 | FOS AUDG
Government vendors have larger and more contractual requirements which can lead to greater need for vendor audits Join this session to explore how vendors are audited to make sure they provide the government with the full set of contracted services and ultimately protect taxpayer dollars
M Kim Farington CFO FirstNetHave session ideas
for PDT 2019Join the PDT technical
committee email meetingsagacgfmorg
30 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
ARE YOU READY
cohnreznickcomindustriespublic-sector
CohnReznick helps forward-thinking public sector organizations address stringent regulatory requirements strengthen risk managementand achieve their business goals
Visit Us at Booth 302
T136 Improving Federal Government Employee MoraleCRYSTAL M-Q | FOS HR
What resources are available in the federal government structure to keep employees engaged and satisfied Are there things that the finance community can and should be doing to support employee morale in their agencies This session will explore how government offices can make changes that can result in higher productivity and employee engagement
M Anthony Scardino Dep Under Secrsquoy and Dep Dir USPTO
T137 Process Robotics Building Finance Bots LIVECRYSTAL A-B | FOS IT
Hear from digital labor experts about how operations improvements with robotics and cognitive solutions can drive greater efficiency cost management and employee morale This session will also feature a live demo of digital labor currently in action at a federal agency
M Chris Huff US Public Sector RPA Lead Deloitte Consulting LLP
AGA PDT 2018 | ORLANDO 31
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T138 Be Our Guest Magical Service for Finance CustomersCRYSTAL C-F | FOS MGMT
Disney has legendary customer service Hear about the practices taught by the Disney Institute and learn how you can deliver world-class financial accounting and audit services in your own organization
M Reed Waller Asst Dir Financial Management Initiatives Group DOJ
T139 Next Generation Leaders New Skills and New NeedsCRYSTAL H | FOS PD
Much has been discussed about millennials in the workplace but what are the keys to building the younger generation into effective leaders This session will explore how their immersion in technology gives them strengths and challenges when taking on new responsibilities as leaders in the federal workplace
M Doreen Shute Managing Principal CliftonLarsonAllen LLP
T140 Program Evaluation mdash Letrsquos Tell the TruthCRYSTAL K-L | FOS MGMT
This session will discuss the benefits of conducting program evaluations to determine program effectiveness support data analyses and make informed budget decisions Hear from federal state and local representatives who have conducted program evaluations and learn how the results were used
M Robert Tuccillo CFO Federal Transit Administration
T141 Look No Further Intergovernmental Job Aids to the RescueGRAND 9-11 | FOS ACCG
Learn about available tools guides and job aids for all levels of government developed by AGArsquos Intergovernmental Partnership (IP) program During this session government leaders will showcase tools and other resources available on AGArsquos website (wwwagacgfmorgtools-resources)
M Clark Partridge State Controller AZ
405 ndash 530 pm
Corporate Partner Advisory Group (CPAG) MeetingNEW ORLEANS
CPAG representatives and those from organizations interested in joining the program are invited to participate in this annual business meeting This meeting is an excellent opportunity to network with other corporate partner representatives and learn how to maximize your organizationrsquos partnership with AGA
8 ndash 10 pm
AGA Networking ReceptionMARRIOTT HOTEL LOBBY BAR
Join us for some after-dinner networking and socializing
32 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
See description on page 14
630 am ndash 4 pm
Registration Open
715 ndash 815 am
National Awards BreakfastCYPRESS BALLROOM
820 ndash 910 am
W100 Plenary Session OMBTreasuryDoD UpdateCYPRESS BALLROOM | FOS ACCG
David Lebryk Fiscal Asst Secrsquoy Treasury
David Norquist Under Secrsquoy of Defense (Comptroller) CFO DoD
Tim Soltis Dep Controller OMB
M Ann Ebberts CEO AGA
910 ndash 10 am
W101 Plenary Session Innovate the Way You InnovateCYPRESS BALLROOM | FOS PD
Learn how to create a culture of innovation within your organization Mr Shapiro will highlight how to use a challenge-centered approach to measure innovation the process of experimentation and how to maximize return on investments
Stephen Shapiro Innovation Expert
10 ndash 1030 am
Coffee BreakCRYSTAL FOYER
1030 ndash 1145 am
W102 One on One with GASB mdash An UpdateGRAND 9-11 | FOS ACCG
Meet with members of the GASB to receive the most up-to-date information regarding GASB standards exposure drafts and other projects that affect governments and their auditors
M Lealan Miller AGA FMSB Chair
W103 DoD Audit UpdateCANARY 1-2 | FOS AUD
This session will focus on the major audit and financial improvement activities underway across DoD
M Bryan Nelms Principal Kearney amp Company
W104 Understanding and Using the New Service Organization Control ReportsCANARY 3-4 | FOS AUDG
This session will discuss the significant changes underlying the new service organization control reports issued under AT-C 320 (formerly SSAE 16)
M Asif Khan Dir FM and Assurance GAO
W105 Managing in the Changing Workplace EnvironmentCRYSTAL A-B | FOS HR
Hear about the techniques and tools available to managers to maintain a team-building environment with a significant number of employees teleworking
M Thalia Melendez Dir of Audit Svcs NY State Educ Dept
AGA PDT 2018 | ORLANDO 33
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W106 Data All Around Us mdash CFOrsquos Move to a New NormalCRYSTAL M-Q | FOS IT
Advanced data analytics have turned data into powerful insights to manage programs and enhance the citizen experience as never before This session will explore how the availability of data is changing the role of the CFO
M Jorge Asef-Sargent Partner KPMG LLP
W107 How Emerging Technologies Will Transform Payments and CollectionsCRYSTAL K-L | FOS IT
Payments and collections are fertile ground for emerging technologies Artificial intelligence robotics Blockchain big data and the continued digitization of commerce will continue to transform payments and collections Panelists will share their futurist views of the payments and collections landscape
M Joe Hussey Managing Dir JP Morgan Treasury Services
W108 Cloud Enterprise Reporting mdash The FIRST FrontierCRYSTAL C-F | FOS IT
This session will explore cloud enterprise reporting Attendees will learn how to utilize the cloud to streamline external reporting by ingestion data centrally and then maximizing the utility of data to enhance integrity and inform management decisions
M Demek Adams Principal Grant Thornton LLP
W109 Annual Womenrsquos Forum Leading in Life and CareerCRYSTAL H | FOS PD
Empowered women are a cornerstone of effective government and a more competitive federal state and local workforce of the future Join this powerful annual convening of women leaders in accounting finance and technology as they discuss their journey and careers with high-impact and meaning
M Tracey Walker Natrsquol Dir Govt Affairs Culture Diversity and Inclusion RSM US LLP
W110 Federal Financial Standards Will We Get ThereGRAND 12-14 | FOS ACCG
Department of the Treasuryrsquos Office of Financial Innovation and Transformation (FIT) is defining federal financial standard references to promote innovation a common knowledge base and processes to improve interoperability of federal systems Join this session for an update on FITrsquos work and the expected benefits of this initiative
M Marshall Henry FM Program Manager Treasury Fiscal Service
1145 am ndash 1245 pm
National Awards LuncheonCYPRESS BALLROOM
1 ndash 2 pm
Financial Management Standards Board MeetingWASHINGTON
34 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1 ndash 215 pm
W111 Conducting Effective Assessments of Internal ControlsCRYSTAL K-L | FOS ACCG
This session will introduce participants to key concepts issues and standards necessary to design and implement policies to achieve the organizationrsquos objectives
M Sefton Boyars ConsultantTrainer Sefton Boyars CGFM CPA
W112 New Fraud Fighters Cryptocurrencies Blockchain and Secure TransactionsCRYSTAL C-F | FOS AUD
Government is inherently a transactional business From deeds to disbursements the quantity of documents governments maintain on paper and digital image continues to grow Criminals are abusing the current processes to commit fraud at an increasing rate Learn how you can use Blockchain to disrupt and combat fraud
M Jay Schulman Principal RSM US LLP
W113 Data Visualization mdash Using Geographic Information Systems as an Audit ToolGRAND 9-11 | FOS AUDG
Geographic Information Systems (GIS) are increasingly being utilized as a tool to present audit information Learn from experts on how recipients of government services using GIS provides a wealth of audit opportunities
M Gwendolyn Sewell Chief Mission Compliance and Audit ReadinessAccounting Air Force
W114 Finance 2020 Embracing the Changes to ComeCRYSTAL A-B | FOS MGMT
What is the role of CFOs and senior finance staff in this rapidly changing digital world This session will explore the evolution in the field from an expense control spreadsheet-driven and retrospective reporting center into a predictive analytics powerhouse
M Scott Quehl Sr Principal Accenture Federal Services
W115 Quality Management ConfrontationGRAND 12-14 | FOS MGMT
How do you optimize resources and maximize efficiency Join our panel of experts as they discuss various topics in performance management and answer questions such as ldquoHow is quality management implemented throughout an organizationrdquo and ldquoHow do you view and plan around resource allocationrdquo
M Wayne Ference Partner Castro amp Company LLC
W116 Enterprise Risk Management Stories from the Front LinesCRYSTAL H | FOS MGMT
For the past two years agencies have been working to implement the changes made to OMB A-123 This session will feature feedback from agency risk officers on whether ERM is living up to expectations
M Tom Carroll CFO AOC
AGA PDT 2018 | ORLANDO 35
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W117 Leadership Keys to SuccessCRYSTAL M-Q | FOS PD
Gain perspective from a senior leader in government about how you can make a difference in your organization This entertaining session will cover how to develop people build trust cultivate relationships and communicate more effectively Leadership is possible at any level of government
M Mary Peterman Dep Chief Finance and Procurement AOUSC
W118 Building an Optimal Analytics-Driven Program Integrity OfficeCANARY 1-2 | FOS MGMT
With the passage of the Fraud Reduction and DATA Act agencies are under increased pressure to have effective program integrity offices that leverage data analytics and focus on outcomes Hear best practices found from a comprehensive pilot project conducted at the VA
M Linda Miller Dir Grant Thornton LLP
W119 Competencies The Thread that BindsCANARY 3-4 | FOS HR
DoD like other agencies is required by law to develop functional competencies to use in strategic workforce planning The DoD FM community developed 24 enterprise-wide FM competencies Learn how these competencies serve as the thread which binds the FM workforce development portfolio into a coherent strategic plan which guides career development
M Jansen Sauvageau SVP PNC Bank
230 ndash 3 pm
AGA National President Gavel ExchangeCYPRESS BALLROOM
3 ndash 4 pm
W120 Closing Plenary Session Shift Your Brilliance Leading Amidst UncertaintyCYPRESS BALLROOM | FOS PD
This session will teach participants how to solve problems get out of the past and think like a leader of the future You will develop an enhanced sense of perspective understand where you shine and learn how to lead without a title to create effective change
Simon Bailey Author amp Inspirational Coach
M John Lynskey AGA 2018ndash2019 National President
6 ndash 11 pm
Presidentrsquos Appreciation ReceptionROYALSABALSAGO
Join us as we celebrate and thank 2017ndash2018 AGA National President Jim Arnette for his service and contributions to AGA and the financial management community
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M
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CMY
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PDT AD Brain 2018pdf 1 51618 217 PM
36 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
AGA PDT 2018 | ORLANDO 37
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
Please join us in thanking our sponsors for their generous support of AGArsquos 2018 Professional Development Training
PLATINUM SPONSORS
Accenture Federal ServicesVIRTUAL EXPERIENCE
Rowan MirandaManaging Dir CFO Advisory Practice Leadrowanamirandaaccenturefederalcomwwwaccenturefederalcom
Accenture Federal Services a wholly owned subsidiary of Accenture LLP is a US company with offices in Arlington Va Accenturersquos federal business has served every cabinet-level department and 30 of the largest federal organizations Accenture Federal Services transforms bold ideas into breakthrough outcomes for clients at defense intelligence public safety civilian and military health organizations
Grant Thornton LLPTOTE BAGS
Robert SheaPrincipal Global Public Sectorrobertsheausgtcomwwwgranthorntoncompublicsector
Grant Thornton LLP the US member firm of Grant Thornton International is one of six global accounting tax and business advisory organizations Our Global Public Sector based in Alexandria Va is a management consulting business providing responsive and innovative financial performance management and systems solutions to governments and international organizations
GOLD SPONSORS
CGIDIGITAL EXECUTIVE SESSION
Kevin GreerVP Mgmt Consulting KevinGreercgifederalcomwwwcgifederalcomusfederal
A global leader in IT business process and professional services CGI partners with federal agencies to provide end-to-end solutions for defense civilian and intelligence missions Since 1976 we have delivered quality services to help clients achieve results at every stage of the program product and business lifecycle
38 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CliftonLarsonAllenBADGE HOLDERS
Doreen ShuteManaging Principal Fed Govt SvcsDoreenShuteCLAconnectcomwwwCLAconnectcom
CLA is a professional services firm delivering integrated advisory outsourcing and public accounting capabilities to help clients succeed professionally and personally Our practice group members are recognized industry experts and established leaders in the government community We focus on active engagement in the industry a sentiment beyond meeting requirements and standards
DeloitteWATER BOTTLESHYDRATION STATIONS
Colin Duncan Managing Dircoduncandeloittecom wwwdeloittecomusfederal
Deloittersquos Government and Public Services practice consists of more than 12000 professionals across the country serving federal state and local government and higher education clients across consulting and advisory functions bring fresh perspective mdash from inside and outside government mdash to help solve our nationrsquos biggest challenges We bring insights from our client experience and research to drive bold and lasting results People Ideas Technology and Outcomes mdash all Designed for Impact
EYAGA EXECUTIVE SESSION
Bill ColbertPartner PI Financebillcolberteycomwwweycomgovpublicsector
The Government and Public Sector practice of Ernst amp Young LLP provides a full range of consulting and audit services leveraging our experience with both government and commercial clients We deliver real change and measurable results through our diverse high-performing teams operational know-how from across our global organization and bold ideas tailored to each clientrsquos unique mission
AGA PDT 2018 | ORLANDO 39
GOLD SPONSORS (continued)
GuidehouseMONDAY LUNCHEON
Christina VanecekMarketing Mgrcvanecekguidehousecomwwwguidehousecom
Guidehouse formerly PwC Public Sector provides management technology and risk consulting to clients around the world through more than 1600 professionals in 20 locations Now as Guidehouse we offer the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected
Kearney amp CompanyPHOTO BOOTH
Erika SteiningerPartneresteiningerkearneycocomwwwkearneycocom
Kearney amp Company a CPA and consulting firm exclusively serving the Federal Government takes pride in its ability to assist agencies in meeting business objectives and complying with complex requirements Practice areas include Financial Reporting and Accounting Support Internal ControlsA-123 Financial Services Financial Healthcare Services Advisory Services and Program Management
KPMG LLPHOST COMMITTEE SHIRTS MONDAY BREAKFAST
Diane DudleyPartner-in-Charge Fed Auditddudleykpmgcomwwwkpmgcom
For more than 100 years KPMG LLP has assisted the government in the civilian defense and intelligence sectors Today we help these organizations adapt to new environments by working with them to transform business models leverage data protect information assets and provide assurance services while focusing on their mission
40 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
CPAG Small Business CommitteeTUESDAY LUNCHEON
Dedicated members of AGArsquos Small Business Committee are proud to sponsor the 2018 PDT Tuesday Awards Luncheon Thank you to 2nd Wave Castro amp Co Immersion RMA Associates TFC Consulting Trilogy Federal and Watkins Government Services
Get Inspired During PDTthen submit your best practices to the Journal of Government Financial Management by Sept 1 2018
Learn more and view the 2018ndash2019 editorial calendar at wwwagacgfmorgjournal
SILVER SPONSORS
JP MorganTUESDAY BREAKFAST
Denise PetittaExec DirDenisePetittajpmorgancomwwwjpmorgancom
JP Morgan is a premier corporate and investment bank with a full suite of global financial services and capabilities Our clients include the worldrsquos most important corporations governments financial institutions pensions sovereign wealth organizations states and municipalities we offer strategic advice and deliver banking services in more than 100 countries
AGA PDT 2018 | ORLANDO 41
SILVER SPONSORS (continued)
RSM US LLPPDT APP amp WIFI
Mary GoldsmithFed Bus Dev Dirmarygoldsmithrsmuscomwwwrsmuscom
RSM US LLP provides risk financial and technology management consulting services to the public sector We are an inclusive enterprise and support AGA CPAG and Womenrsquos forum We help federal state and local entities improve performance through a comprehensive understanding of their business models internal processes objectives and daily realities
BRASS SPONSORS
Automation AnywhereSTANDING SIGN
Sharon OrsquoNeillHead of Americas Field Marketingsharononeillautomationanywherecom wwwautomationanywherecom
Automation Anywhere is the global leader in enterprise-grade comprehensive Robotic Process Automation software including Cognitive and real-time analytics Over 1000 of the worldrsquos largest brands use our platform to create and manage their Digital Workforce and scale their business processes faster with near-zero error rates while dramatically reducing operational costs
Crowe LLPTUESDAY AM COFFEE BREAK
Bert NeuhringRisk Consulting Partnerbertnuehringcrowecomwwwcrowecom
Crowe LLP is a public accounting consulting and technology firm with offices around the world Crowe uses its deep industry expertise to provide audit services to public and private entities The firm and its subsidiaries also help clients make smart decisions that lead to lasting value with its tax advisory risk and performance services
42 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
BRASS SPONSORS (continued)
MastercardMONDAY AFTERNOON COFFEE BREAK
MariBeth McCarthyVP Bus Leadermaribeth_mccarthymastercardcomwwwmastercardcom
Mastercard (NYSE MA) is a technology company in the global payments industry We operate the worldrsquos fastest payments-processing network connecting consumers financial institutions merchants governments and businesses in more than 210 countries and territories Mastercardrsquos products and solutions make everyday commerce activities easier more secure and more efficient for everyone
PNC BankDIRECTIONAL SIGNAGE
Lauren GradwellAccount MgrLaurengradwellpnccomwwwpnccomideas
PNC is one of the nationrsquos largest financial services organizations providing retail and business banking residential mortgage banking specialized services for corporations and government entities including corporate banking treasury management real estate finance asset-based lending wealth management and asset management We are focused on delivering ideas insight and solutions to our clients to help them maximize the value of their business
Williams AdleyMONDAY MORNING COFFEE BREAK
Melinda BuckBus Dev Leadmbuckwilliamsadleycomwwwwilliamsadleycom
Williams Adley is one of the countryrsquos premier certified public accounting and management consulting firms Our diverse knowledge backgrounds and subject-matter expertise help a wide variety of government agencies and businesses achieve their financial program and information technology goals
AGA PDT 2018 | ORLANDO 43
MEDIA SPONSORS
Government Matters
John Meyer Managing DirjmeyerGovMatterstv wwwGovMatterstv
Government Matters is a television news program dedicated to providing non-partisan information and analysis to federal managers contractors and those supporting the federal marketplace The program airs weeknights in Washington DC on NewsChannel 8 Sunday Mornings on ABC 7 and worldwide on the American Forces Network (AFN)
GOVERNING
Meg Keller Dir of Marketingmkellergoverningcomwwwgoverningcom
For 25 years GOVERNING has been the only publication dedicated to providing the information insight and inspiration state and local leaders need to govern effectively Subscriptions for most state and local government professionals are free as is attendance at most GOVERNING events
Route Fifty
Hilery Sirpis Publisherhsirpisgovexeccomwwwroutefiftycom
Route Fifty a new digital publication and events brand from Atlantic Mediarsquos Government Executive Media Group connects leaders and ideas advancing state and local governments with news insight and resources It facilitates sharing of best practices and ideas among those creating government programs policies and institutions for the 21st century
44 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Play AGArsquos Exhibitor Hunt and win big prizes
including FREE registration to an
upcoming AGA training event
View CPEs Earned
Visit httpsessions ats-leads comagapdt2018 and enter your badge number to view CPEs earned during PDT
Note Only CPEs earned from previous day(s) can be viewed
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VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
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MAIN
VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
MAINENTRANCE
Stop by PDT 2019 Booth 102
Relax RechargeGet a free massage
46 AGACGFM | PDT18
Exhibit Hall Floor Plan
Exhibitors by Booth Number
Company Name Booth
Infor 100 Bureau of the Fiscal Service 101Audimation Services 104American Society of Military Comptrollers 106Kearney Photo Booth 107Graduate School 108 Sehlke Consulting LLC 200Guidehouse 201Kforce Government Solutions Inc 202mLINQS LLC 203RSM US LLP 207GrantSolutions 209ACL Services Ltd 300Williams Adley 301CohnReznick Government 302AOC Solutions 303CGI Federal 306Virtual Experience with Accenture 307Savantage Solutions 308TeraThink Corporation 400Lynch Consultants LLC 401Interior Business Center 402GEHA 403
Company Name Booth
IFAS LLC 407TFC Consulting Inc 409Grant Thornton LLP 500RMA Associates LLC 501Castro amp Company LLC 503KPMG LLP 506AGA Community Service amp Silent Auction 507Kearney amp Company 600EY 601AGA 607J P Morgan 701FI Consulting 703CliftonLarsonAllen LLP 706MorganFranklin Consulting 707Becker Professional Education 709Management Concepts 800Qlik Tech Inc 801U S Army Financial Management Command 802The MIL Corporation 805Immersion Consulting 806Automation Anywhere 809
ACL Services LtdBOOTH 300wwwaclcom
ACL is a global software company with innovative solutions for public sector professionals to keep processes in check and provide higher levels of assurance through team-based analytic approaches ACLrsquos platform has helped over 250 government offices globally to bolster compliance manage risks and assure effective governance Learn more at our booth and wwwaclcom
AGABOOTH 607wwwagacgfmorg
AGA is the member organization for government financial management professionals We lead and encourage change that benefits our field and all citizens Our networking events professional certification publications and ongoing education help members build skills and advance their careers Learn about our thought-leadership library online tools CGFM designation and more
AGA PDT 2018 | ORLANDO 47
Exhibitor Appreciation AGA Corporate Partner
AGA Community Service amp Silent AuctionBOOTH 507
Buy tickets and bid for great prizes in our silent auction including gift certificates gift baskets sports memorabilia vacations and more Proceeds support AGArsquos National Community Service Fund the American Cancer Society the American Heart Association the Humane Society and Habitat for Humanity Winners posted daily present the winning ticket to claim your prize
AGA New Orleans ChapterBACK OF EXHIBIT HALLwwwagacgfmorgneworleans
Stop by our booth to learn more about New Orleans and plan your trip to PDT 2019 scheduled for July 21ndash24 2019 You might win a free PDT 2019 registration
American Society of Military Comptrollers BOOTH 106wwwasmconlineorg
ASMC is the non-profit educational and professional organization for persons military and civilian in the overall field of military comptrollership ASMC promotes the education and training of its members and supports the development and advancement of the military comptrollership profession The society provides professional programs to keep members abreast of current issues and encour-ages the exchange of information techniques and approaches
AOC SolutionsBOOTH 303wwwaocfederalsolutionscom
AOC Solutions Inc is a Service-Disabled Veteran-Owned Business providing financial management federal accounting audit readiness support and technology services AOC thought leaders are dedicated to helping agencies identify better ways to analyze accounting and financial data for cost reduction and increased efficiency
Audimation ServicesBOOTH 104wwwaudimationcom
Audimation Services Inc is the US distributor of CaseWare IDEAreg a powerful user-friendly data analytics software tool designed to help profes-sionals extend auditing capabilities detect fraud and meet documentation standards We specialize in helping organizations streamline audits simplify data acquisition and improve business processes
Automation Anywhere BOOTH 809
See write-up on page 42
Becker Professional EducationBOOTH 709wwwbeckercom
Do you need CPE for CGFMreg CPA or the new DoD FM Certification Come ask about our Government Family Offer Nearly half a million professionals have advanced their careers through our CPE programs including CPA Exam Review PMPreg Exam Review Cybersecurity Six Sigma and more And be sure to check out our new program for Certified Anti-Money Laundering Specialists (CAMS)
Bureau of the Fiscal ServiceBOOTH 101wwwfiscaltreasurygov
The Bureau of the Fiscal Service serves as a catalyst for transforming the way the federal government manages finances and delivers shared services Our passion is improving financial management and shared service delivery through efficient and effective operations and through guidance and assistance to others
48 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Castro amp Company LLCBOOTH 503www castroco com
Headquartered in Washington DC Castro amp Company is an audit advisory and accounting services CPA firm with a strong federal customer focus We are a Minority-Owned Small Business offering the personalized services of a small firm with the full resources and quality expected from a larger CPA firm
CGI FederalBOOTH 306
See write-up on page 38
CliftonLarsonAllen LLPBOOTH 706
See write-up on page 39
CohnReznick GovernmentBOOTH 302www cohnreznick com
CohnReznick Government provides audit accounting and financial management compliance risk and integrity monitoring program and project management and disaster response and recovery Our comprehensive project management approach provides clients with reliable processes and delivers accounting insights to help government organizations improve communication administer fiscal and operational strategies and meet compliance requirements
EYBOOTH 601
See write-up on page 39
FI ConsultingBOOTH 703www ficonsulting com
FI Consulting develops effective practical solutions to help federal agencies achieve their missions while operating efficiently managing risk and adapting to a changing policy environment We apply our core strengths in Data Analytics Modeling and Technology to gain program performance insight manage risk improve operations and better deliver mission
GEHABOOTH 403www geha com
GEHA provides medical and dental plans through the FEHB and FEDVIP programs for more than 18 million federal employees retirees and their families GEHA members receive year-round vision and hearing benefits plus other discounts For more information please stop by our booth or visit gehacom and gehadentalcom
Graduate SchoolBOOTH 108www graduateschool edu
Graduate School USA provides a wide range of learning opportunities in formats accessible to adult learners everywhere through training continuing education courses executive and leadership development and credit offerings For professionals in the government auditing and financial management community we offer a comprehensive curriculum taught by leading practitioners
Grant Thornton LLPBOOTH 500
See write-up on page 38
AGA PDT 2018 | ORLANDO 49
GrantSolutionsBOOTH 209www grantsolutions gov
GrantSolutions supports Federal agencies throughout the grants lifecycle mdash from pre-award planning through application award and closeout Our service finds solutions for shared mission needs across agencies while incorporating unique business and regulatory processes for grant programs GrantSolutions is an OMB-selected grants business leader providing end-to-end innovative grants management services dedicated to advancing the mission of Federal agencies
GuidehouseBOOTH 201
See write-up on page 40
IFAS LLCBOOTH 407www ifas-llc com
IFAS is an 8(a) Service-Disabled Veteran-Owned Small Business Woman-Owned Small Disadvan-taged Business providing Program Management Business and Finance Operations Integrated Logistics and IT Support Services to meet specific needs of our clients We provide geographically dispersed support available when and where you need us
Immersion ConsultingBOOTH 806www immersioninc com
Immersion Consulting a Service-Disabled Veteran-Owned Small Business headquartered in Annapolis Md provides business management and technology consulting to government nonprofit and commercial clients Founded in 2004 we specialize in program management financial management technology services and training Our mission provide clients with actionable business solutions that yield sustainable results
InforBOOTH 100www infor com
Infor Public Sector solutions streamline financial management across multiple systems With more than 25 years of public sector experience Infor helps you meet organization demands including budget and audit readiness performance management and financial control with flexible solution deployment options to help you operate more quickly and efficiently
Interior Business CenterBOOTH 402www doi govibc
The Interior Business Center one of several OMB-approved interagency shared-service providers offers acquisition financial manage-ment and HR under a fee-for-service full cost recovery business model By assisting multiple federal organizations IBC can leverage resources to share economies and efficiencies with external customers and our parent agency the US Department of the Interior
JP MorganBOOTH 701
See write-up on page 41
Kearney amp CompanyBOOTH 600
See write-up on page 40
Kforce Governnment Solutions IncBOOTH 202www kforcegov com
Kforce Government Solutions Inc (KGS) provides management and technology solutions to Federal Government and State and local agencies We deliver customized solutions across financial management organizational transformation and IT to solve our clientsrsquo most complex mission and business challenges KGS also offers the innovative TraumaFXreg line of medical training manikins
50 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
KPMG LLPBOOTH 506
See write-up on page 40
Lynch Consultants LLCBOOTH 401www lynchconsultants com
Lynch Consultants provides strategic financial and program advisory and assistance services to the federal government We partner with clients to deliver project management services financial and business support and strategic policy solutions for complex government programs Clients include numerous federal departments including DoD Navy Army VA HHS and HUD
Management ConceptsBOOTH 800www managementconcepts com
Management Concepts is a leading provider of professional development performance improve-ment and talent management solutions for the public sector Since 1973 we have collaborated with the federal government state and local offices non-profit organizations universities and corporations to enhance the performance of teams and organizations Follow us on Twitter Mgmt_Concepts
The MIL CorporationBOOTH 805www milcorp com
The MIL Corporation has grown steadily for 36 years and remains dedicated to excellence service and support across our four major service areas financial management and systems support information technology cyber security and systems and C4 engineering For more information please visit us at wwwmilcorpcom or on Facebook at httptinyurlcomFacebookMIL
mLINQS LLCBOOTH 203www mLINQS net
mLINQS a Service-Disabled Veteran-Owned Small Business founded in 2003 provides the govern-mentrsquos leading employee relocation management system and E-Gov travel (ETS2) consulting services Since 2004 mLINQS relocation system has automated relocations and tracked expenses for more than 30 agencies
MorganFranklin ConsultingBOOTH 707www morganfranklin com
MorganFranklin Consulting headquartered in McLean Va provides business consulting and technology solutions to public companies fast-growing private companies and US govern-ment agencies Third-party customer satisfaction surveys highlight the companyrsquos reputation for being hands-on flexible and skilled at bringing diverse groups together to complete projects on time and within budget
Qlik Tech IncBOOTH 801www qlik com
Qlikreg is the leading data analytics platform and the pioneer of user-driven business intelligence Its portfolio of cloud-based and on-premise solutions meets customersrsquo growing needs from reporting and self-service visual analysis to guided embedded and custom analytics regardless of where data is located
RMA Associates LLCBOOTH 501www rmafed com
RMA an SBA Certified 8(a) Small Business located in the Washington DC metropolitan area specializes in audit consulting and advisory
AGA PDT 2018 | ORLANDO 51
RSM US LLPBOOTH 207
See write-up on page 42
Savantage SolutionsBOOTH 308www savantage net
Savantage Solutions a CMMIreg Level 3 Rated and ISO 90012008 certified company is a leading provider of software development business consulting and program management support services One of only five vendors of financial management systems certified for federal use Savantage takes pride in its service excellence
Sehlke Consulting LLCBOOTH 200www sehlkeconsulting com
Founded in 2011 Sehlke Consulting is a Service-Disabled Veteran-Owned Small Business and Historically Underutilized Business Zone (HUBZone) firm based in Arlington Va We provide comprehensive leading solutions in Financial Management Acquisition Management Logistics and Supply Chain Management and National Security amp Defense Programs
TeraThink CorporationBOOTH 400www terathink com
TeraThink takes pride in the outstanding reputation we have earned over the past 15 years for delivering superior results to federal customers With expertise in agile development enterprise application technologies financial services and cloud solutions our delivery platform brings exceptional scale and value to support customersrsquo transformation business automation and mission-related goals Visit our booth and wwwTeraThinkcom for more information
TFC Consulting IncBOOTH 409www tfcci net
A licensed CPA firm Small Disadvantaged Business and ISO 9001_2015-certified enterprise TFC is the trusted partner of federal agencies facing complex financial management challenges Now celebrating 15 years of success and excellence in assisting clients TFC develops and implements comprehensive solutions to improve financial management environments and achieve operational efficiency
US Army Financial Management CommandBOOTH 802www facebook comUSAFMCOM
US Army Financial Management Command is responsible for the delivery of Army-wide Financial Management (FM) functions including Enterprise Resource Planning systems support audit and compliance support financial operations support and ERP business process standardization support and for providing operational oversight of Army field FM activities
Williams AdleyBOOTH 301
See write-up on page 43
Note The contents of this exhibitor list were compiled from information supplied by exhibitors While every effort has been made to ensure contents are correct AGA is unable to accept liability for errors or omissions or for any claims made by exhibitors
52 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AGA PDT 2018 | ORLANDO 53
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AIG Assistant Inspector GeneralAssoc AssociateAsst AssistantBus BusinessCEO Chief Executive OfficerCFO Chief Financial OfficerCIO Chief Information OfficerCo CountyComm CommitteeCOO Chief Operating OfficerCPAG Corporate Partner Advisory GroupDep DeputyDept DepartmentDev DevelopmentDir DirectorDiv DivisionEduc EducationERM Enterprise Risk ManagementExec ExecutiveFed FederalFM Financial ManagementGM General Manager Govt Government
Fields of Study See page 4 for list of Fields of Study
AOC Architect of the CapitolAOUSC Administrative Office of the
US CourtsCommerce US Department of CommerceDHHS US Department of Health
and Human ServicesDHS US Department of
Homeland SecurityDLA Defense Logistics AgencyDoD US Department of DefenseDoE US Department of EnergyDOI US Department of the InteriorDOJ US Department of JusticeDoS US Department of StateFASAB Federal Accounting Standards
Advisory BoardFiscal Service Bureau of the Fiscal ServiceFIT Office of Financial Innovation
and TransformationFMSB Financial Management Standards
BoardFTA Federal Transit Administration
HR Human ResourcesIG Inspector GeneralIT Information TechnologyMgmt ManagementMgr ManagerNatrsquol NationalOfc OfficePNP AGA Past National
PresidentPNT AGA Past National
TreasurerRPA Robotic Process
AutomationRVP Regional Vice PresidentSecrsquoy SecretarySME Subject Matter Expert Sr SeniorSvc ServiceSVP Senior Vice PresidentTech TechnicalUniv UniversityVP Vice President
GAO Government Accountability OfficeGASB Government Accounting Standards
BoardGSA US General Services
AdministrationHUD US Department of Housing
and Urban DevelopmentIRS Internal Revenue ServiceNASA National Aeronautics and Space
AdministrationNSF National Science FoundationOCFO Office of the Chief Financial OfficerOIG Office of Inspector GeneralOMB Office of Management and BudgetSBA Small Business AdministrationTreasury US Department of the TreasuryUSAID US Agency for International
DevelopmentUSDA US Department of AgricultureUSPTO US Patent and Trademark OfficeVA US Department of
Veteran Affairs
54 AGACGFM | PDT18
Glossary
MAIN CONVENTION CENTERSINGLE-LEVEL
REGISTRATION
CYBER LOUNGE
EX
HIB
IT H
ALL
PLENARY S
ESSIO
NS
AGA PDT 2018 | ORLANDO 55
Convention Center Floor Plans
圀䔀 䰀䤀匀吀䔀一 簀 圀䔀 䤀一一伀嘀䄀吀䔀 簀 圀䔀 䐀䔀䰀䤀嘀䔀刀
吀愀猀栀甀 吀爀椀瘀攀搀椀Ⰰ 倀爀攀猀椀搀攀渀琀䌀䔀伀 㜀㤀㐀 漀爀 琀琀爀椀瘀攀搀椀䀀琀昀挀挀椀渀攀琀
嘀椀猀椀琀 漀甀爀 眀攀戀猀椀琀攀 愀琀 眀眀眀琀昀挀挀椀渀攀琀
䘀漀爀 洀漀爀攀 椀渀昀漀爀洀愀琀椀漀渀 挀漀渀琀愀挀琀 吀䘀䌀
椀猀 琀栀攀 琀爀甀猀琀攀搀 瀀愀爀琀渀攀爀 昀漀爀 昀攀搀攀爀愀氀 愀最攀渀挀椀攀猀 琀栀愀琀愀爀攀 昀愀挀椀渀最 挀漀洀瀀氀攀砀 ǻ渀愀渀挀椀愀氀 洀愀渀愀最攀洀攀渀琀 挀栀愀氀氀攀渀最攀猀
吀䘀䌀 䌀漀渀猀甀氀琀椀渀最 䤀渀挀
뜀뜀
뜀뜀뜀뜀
䔀渀琀攀爀瀀爀椀猀攀 刀椀猀欀 䤀渀琀攀爀渀愀氀䌀漀渀琀爀漀氀猀 䄀搀瘀椀猀漀爀礀䤀洀瀀爀漀瀀攀爀 倀愀礀洀攀渀琀猀䴀攀愀猀甀爀攀洀攀渀琀 刀攀洀攀搀椀愀琀椀漀渀䘀椀渀愀渀挀椀愀氀 刀攀瀀漀爀琀椀渀最 䄀䄀挀挀漀甀渀琀椀渀最 伀瀀攀爀愀琀椀漀渀猀䘀椀渀愀渀挀椀愀氀 匀琀愀琀攀洀攀渀琀 䌀漀洀瀀氀椀愀渀挀攀 䄀甀搀椀琀䐀愀琀愀 䄀渀愀氀礀琀椀挀猀 伀瀀琀椀洀椀稀愀琀椀漀渀䤀吀 匀攀挀甀爀椀琀礀 刀攀瘀椀攀眀 䄀猀猀攀猀猀洀攀渀琀
伀甀爀 瘀愀氀甀攀ⴀ愀搀搀攀搀 猀攀爀瘀椀挀攀猀㨀
圀栀愀琀猀 礀漀甀爀 渀攀砀琀 洀漀瘀攀㼀
䴀愀渀礀 瀀愀琀栀猀Ⰰ 漀渀攀 挀漀爀爀攀挀琀 爀漀甀琀攀 䘀漀氀氀漀眀 吀䘀䌀 愀氀漀渀最 琀栀攀 爀漀甀琀攀 琀漀 猀甀挀挀攀猀猀 䘀椀爀猀琀 琀栀愀琀 挀漀爀爀攀挀琀氀礀
挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀
T116 Application of Emotional IntelligenceCRYSTAL H | FOS PD
Everyone has dealt with ldquodifficultrdquo co-workers and individuals This session will explore how to handle different types of personalities by growing your own emotional intelligence
M Megan Gaillard Dir of Audit Palm Beach Co ndash OIG
T117 CFO SurveyGRAND 9-11 | FOS ACCG
This yearrsquos AGA CFO survey focuses on the tools and processes needed to help agencies address current budgetary challenges and mandates Join this session to hear the results of the online and in-person survey and discuss the findings with a panel of current and former CFOs
M Jim Taylor Managing Dir Grant Thornton LLP
copy 2018 Becker Professional Education Corporation All rights reserved
The knowledge you need to help prepare you for the next level of success
Becker Continuing Professional Education
Whether yoursquore a CPA CGFM CDFM DoD FMCIA CFE CMA or need GAGAS Becker offers Continuing Professional Education (CPE) tohelp meet your needs
With Becker CPE your accounting audit and fi nance professionals receive the timelyand relevant knowledge needed to help themstay ahead
Take advantage of our Subscription Program for unlimited use of Beckerrsquos CPE
+ Special rate forGovernment Agencies
+ Live Webcast and OnDemand formats(24x7 access)
+ Includes streaming videoand video courses
For more details on this program please visit agacgfmorgonlineCPE or contact John Gioeli at jgioelibeckercom
AGA PDT 2018 | ORLANDO 25
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T118 Letrsquos Get Uncomfortable and Talk About Sexual Harassment (repeat session)CANARY 3-4 | FOS HR
See description on page 23
M Karen Wilson Principal Public Sector Practice Guidehouse
1150 am ndash 1250 pm
Luncheon and Awards CeremonyCYPRESS BALLROOM See page 41
105 ndash 220 pm
T119 Certified Government Financial Manager (CGFM)CRYSTAL A-B | FOS PD
Discover the value of the CGFM designation Participants will hear from colleagues on why they pursued this certification and how it has helped advance their careers and distinguish them from others in their field You will also learn tips for preparing for the three CGFM exams
M Katya Silver Dir of Professional Certification AGA
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
T120 Leadership Ethics and Decision Making in Early AuditsCRYSTAL K-L | FOS BETH
Everyone is faced with various levels of ethical dilemmas at work and leadership can often create a culture that promotes unethical behavior without realizing the consequences Join this session to explore how ethics are integral to the behavior of employees and the impact of the behavior on early audits
M Robert Hart Sr Mgr EY
T121 Disrupting Improper PaymentsCRYSTAL H | FOS IT
Preventing improper payments is a government-wide challenge Join this session to learn how to make significant improvements and leverage disruptive technology to promote data sharing recipient authentication and encourage stakeholder collaboration Panelists will share best practices and explore ways to address root causes
M Steven Bernstein Exec Dir Electronic Payments Product Exec JP Morgan Treasury Svcs
T122 Fraud in Federal Assistance ProgramsCRYSTAL C-F | FOS AUDG
This session will give attendees an in-depth look at how fraud in federal programs was handled by state agencies federal grantors and state prosecutors This topic will explore case studies on the Summer Food Service Program and the Child and Adult Care Food Program
M Jeff Hart AGA PNP
Like us on
26 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T123 AGArsquos Grant Survey Improving Grantee ComplianceGRAND 12-14 | FOS MGMT
Recognizing challenges with grantee compliance AGA conducted a nationwide survey of federal grant recipients on implementation issues related to the Uniform Guidance (2 CFR 200) This session will focus on strategies and activities to address the most troubling areas identified by respondents
M James McKay Principal SME Grants Management Line of Business KGS
T124 Agency Risk Profile Lessons Learned and ValueCANARY 1-2 | FOS MGMT
This session will focus on agenciesrsquo experience from their A-123 Risk Profile definition process This session will include discussion of lessons learned outcomes achieved and value created
M Daniella Datskovska Dir ERM and Internal Control TFC Consulting Inc
Helping you succeed is ours Learn more at KPMGcomusfederal
Anticipate tomorrow Deliver today
copy 2017 KPMG LLP a Delaware limited liability partnership and the US member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (ldquoKPMG Internationalrdquo) a Swiss entity Some of the services or offerings provided by KPMG LLP are not permissible for its audit clients or affiliates NDPPS 677263
Your business is serving the public
AGA PDT 2018 | ORLANDO 27
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T125 Conflict in the Workplace Surviving and ResolvingCRYSTAL M-Q | FOS PD
Explore the types and causes of conflict in the workplace Participants will learn how to handle and manage conflict in the workplace Experts will share techniques for dealing with co-workers supervisors and staff in various situations involving both positive and negative conflicts
M Peggy Javery Acting Assoc CFO USDA
T126 FASAB Update Leases and More to ComeCANARY 3-4 | FOS ACCG
Hear from FASAB staff about recently-issued standards open proposals and proposals under development FASAB staff will discuss implementation of the new standards Additionally insights regarding new developments will be shared along with tips to help you prepare
M Wendy Payne Exec Dir FASAB
105 ndash 325 pm
EXEC2 AGA Digital Executive Session (invitation only)GRAND 9-11 | FOS IT
Learn about emerging technologies that may soon change the way you support your organizationrsquos mission Understand priorities challenges issues and opportunities from government leaders Engage in a highly interactive and engaging discussion on the latest strategies for digital transformation and exchange ideas and solutions with colleagues that you can bring back to your organization
M Kevin Greer VP CGI Federal
235 ndash 325 pm
T127 Medicaid The Elephant in the RoomCANARY 3-4 | FOS ACCG
Medicaid is a critical service in the lives of millions of Americans It is also a major expense for both federal and state entities This session will explore the ways that federal managers and state auditors are collaborating to make sure that these allocated dollars are spent wisely
M Kinney Poynter Exec Dir NASACT
T128 Path to Auditability Implementing New FASAB StandardsCANARY 1-2 | FOS ACCG
This session will provide an understanding of SFFAS 48 Opening Balances for Inventory Operating Materials and Supplies Stockpile and SFFAS 50 Establishing Open Balances for General Property Plant and Equipment and discuss tips for successful implementation Additionally participants will hear about implementing the standards mdash including the pitfalls and best practices for success
M Eveka Rodriguez Partner Grant Thornton LLP
T129 Data Analytics for FraudCRYSTAL A-B | FOS AUDG
Proactive data monitoring and use of data analytics can prevent your entity from being subject to a public fraud This session will show attendees how proactive data analysis techniques and tools can save money prevent bad publicity and detect fraud faster with fewer resources
M Sarah Hays Programming Dir Data Coalition
28 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T130 Planning for Federal Funding DecreasesCRYSTAL C-F | FOS FIN
State and local governments federal funding sources are always in flux This session will feature a panel of state and local government leaders discussing what plans they have in place in the event of a reduction of federal funds
M Lealan Miller AGA FMSB Chair
T131 My Data Was Just BreachedCRYSTAL K-L | FOS IT
Access to data is key to effective analytics However with recent data breaches security standards around data transfer and storage have tightened This session discusses steps to follow to ensure secure handling of data in analytics programs
M Phil Magrogan COO Immersion Consulting
MAKES A DIFFERENCE
Find the six dierences in the two photos Present at booth 202 for your prize
2677 Prosperity Avenue Suite 100 Fairfax Virginia 22031 wwwkforcegovcom Kforce_govKGS
RISKMANAGEMENT
COMPLIANCE ampAUDIT SERVICES
GRANTSMANAGEMENT
FINANCIALIMPROVEMENT
FINANCIALTECHNOLOGY
AGA PDT 2018 | ORLANDO 29
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T132 Communicating Effectively Skills and TechniquesCRYSTAL M-Q | FOS COMS
Improve your communication skills with colleagues customers supervisors and staff mdash and learn how to adjust styles based on with whom you communicate verbally vocally and visually This interactive session will address the needs concerns and frustrations of communicating effectively in todayrsquos workplace
M Dave LeBlanc SVP-at-Large AGA
T133 The Presidentrsquos Management Agenda and the Uniform GuidanceCRYSTAL C-F | FOS MGMT
The Presidentrsquos Management Agenda (PMA) was released in March 2018 This session will discuss the PMA Cross Agency Priority (CAP) Goal 8 Results-Oriented Accountability for Grants This session will also discuss the connectivity between OMBrsquos Uniform Guidance the PMA and the future vision for the world of grants
M Charles Hester InstructorConsultant AGA RVPndashWest Coast Region
325 ndash 405 pm
Coffee Break with ExhibitorsROYALSABALSAGO
330 ndash 545 pm
Young Professionals RoundtableMIAMI | FOS PD
Hear what accomplished leaders deem essential success factors for young professionals in todayrsquos ever-changing and challenging government financial management environment Interactive QampA will focus on leadership networking communication mentorship advancement and change management Speed networking session immediately follows for participants
405 ndash 455 pm
T134 Uniform Guidance Year Three mdash What You Still Donrsquot KnowCANARY 1-2 | FOS AUDG
The Uniform Guidance has been in effect for more than three years yet there are still several aspects to implement This presentation will explore those topics as well as best practices identified over the past three years
M Lealan Miller AGA FMSB Chair
T135 Protect Taxpayer DollarsGRAND 12-14 | FOS AUDG
Government vendors have larger and more contractual requirements which can lead to greater need for vendor audits Join this session to explore how vendors are audited to make sure they provide the government with the full set of contracted services and ultimately protect taxpayer dollars
M Kim Farington CFO FirstNetHave session ideas
for PDT 2019Join the PDT technical
committee email meetingsagacgfmorg
30 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
ARE YOU READY
cohnreznickcomindustriespublic-sector
CohnReznick helps forward-thinking public sector organizations address stringent regulatory requirements strengthen risk managementand achieve their business goals
Visit Us at Booth 302
T136 Improving Federal Government Employee MoraleCRYSTAL M-Q | FOS HR
What resources are available in the federal government structure to keep employees engaged and satisfied Are there things that the finance community can and should be doing to support employee morale in their agencies This session will explore how government offices can make changes that can result in higher productivity and employee engagement
M Anthony Scardino Dep Under Secrsquoy and Dep Dir USPTO
T137 Process Robotics Building Finance Bots LIVECRYSTAL A-B | FOS IT
Hear from digital labor experts about how operations improvements with robotics and cognitive solutions can drive greater efficiency cost management and employee morale This session will also feature a live demo of digital labor currently in action at a federal agency
M Chris Huff US Public Sector RPA Lead Deloitte Consulting LLP
AGA PDT 2018 | ORLANDO 31
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T138 Be Our Guest Magical Service for Finance CustomersCRYSTAL C-F | FOS MGMT
Disney has legendary customer service Hear about the practices taught by the Disney Institute and learn how you can deliver world-class financial accounting and audit services in your own organization
M Reed Waller Asst Dir Financial Management Initiatives Group DOJ
T139 Next Generation Leaders New Skills and New NeedsCRYSTAL H | FOS PD
Much has been discussed about millennials in the workplace but what are the keys to building the younger generation into effective leaders This session will explore how their immersion in technology gives them strengths and challenges when taking on new responsibilities as leaders in the federal workplace
M Doreen Shute Managing Principal CliftonLarsonAllen LLP
T140 Program Evaluation mdash Letrsquos Tell the TruthCRYSTAL K-L | FOS MGMT
This session will discuss the benefits of conducting program evaluations to determine program effectiveness support data analyses and make informed budget decisions Hear from federal state and local representatives who have conducted program evaluations and learn how the results were used
M Robert Tuccillo CFO Federal Transit Administration
T141 Look No Further Intergovernmental Job Aids to the RescueGRAND 9-11 | FOS ACCG
Learn about available tools guides and job aids for all levels of government developed by AGArsquos Intergovernmental Partnership (IP) program During this session government leaders will showcase tools and other resources available on AGArsquos website (wwwagacgfmorgtools-resources)
M Clark Partridge State Controller AZ
405 ndash 530 pm
Corporate Partner Advisory Group (CPAG) MeetingNEW ORLEANS
CPAG representatives and those from organizations interested in joining the program are invited to participate in this annual business meeting This meeting is an excellent opportunity to network with other corporate partner representatives and learn how to maximize your organizationrsquos partnership with AGA
8 ndash 10 pm
AGA Networking ReceptionMARRIOTT HOTEL LOBBY BAR
Join us for some after-dinner networking and socializing
32 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
See description on page 14
630 am ndash 4 pm
Registration Open
715 ndash 815 am
National Awards BreakfastCYPRESS BALLROOM
820 ndash 910 am
W100 Plenary Session OMBTreasuryDoD UpdateCYPRESS BALLROOM | FOS ACCG
David Lebryk Fiscal Asst Secrsquoy Treasury
David Norquist Under Secrsquoy of Defense (Comptroller) CFO DoD
Tim Soltis Dep Controller OMB
M Ann Ebberts CEO AGA
910 ndash 10 am
W101 Plenary Session Innovate the Way You InnovateCYPRESS BALLROOM | FOS PD
Learn how to create a culture of innovation within your organization Mr Shapiro will highlight how to use a challenge-centered approach to measure innovation the process of experimentation and how to maximize return on investments
Stephen Shapiro Innovation Expert
10 ndash 1030 am
Coffee BreakCRYSTAL FOYER
1030 ndash 1145 am
W102 One on One with GASB mdash An UpdateGRAND 9-11 | FOS ACCG
Meet with members of the GASB to receive the most up-to-date information regarding GASB standards exposure drafts and other projects that affect governments and their auditors
M Lealan Miller AGA FMSB Chair
W103 DoD Audit UpdateCANARY 1-2 | FOS AUD
This session will focus on the major audit and financial improvement activities underway across DoD
M Bryan Nelms Principal Kearney amp Company
W104 Understanding and Using the New Service Organization Control ReportsCANARY 3-4 | FOS AUDG
This session will discuss the significant changes underlying the new service organization control reports issued under AT-C 320 (formerly SSAE 16)
M Asif Khan Dir FM and Assurance GAO
W105 Managing in the Changing Workplace EnvironmentCRYSTAL A-B | FOS HR
Hear about the techniques and tools available to managers to maintain a team-building environment with a significant number of employees teleworking
M Thalia Melendez Dir of Audit Svcs NY State Educ Dept
AGA PDT 2018 | ORLANDO 33
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W106 Data All Around Us mdash CFOrsquos Move to a New NormalCRYSTAL M-Q | FOS IT
Advanced data analytics have turned data into powerful insights to manage programs and enhance the citizen experience as never before This session will explore how the availability of data is changing the role of the CFO
M Jorge Asef-Sargent Partner KPMG LLP
W107 How Emerging Technologies Will Transform Payments and CollectionsCRYSTAL K-L | FOS IT
Payments and collections are fertile ground for emerging technologies Artificial intelligence robotics Blockchain big data and the continued digitization of commerce will continue to transform payments and collections Panelists will share their futurist views of the payments and collections landscape
M Joe Hussey Managing Dir JP Morgan Treasury Services
W108 Cloud Enterprise Reporting mdash The FIRST FrontierCRYSTAL C-F | FOS IT
This session will explore cloud enterprise reporting Attendees will learn how to utilize the cloud to streamline external reporting by ingestion data centrally and then maximizing the utility of data to enhance integrity and inform management decisions
M Demek Adams Principal Grant Thornton LLP
W109 Annual Womenrsquos Forum Leading in Life and CareerCRYSTAL H | FOS PD
Empowered women are a cornerstone of effective government and a more competitive federal state and local workforce of the future Join this powerful annual convening of women leaders in accounting finance and technology as they discuss their journey and careers with high-impact and meaning
M Tracey Walker Natrsquol Dir Govt Affairs Culture Diversity and Inclusion RSM US LLP
W110 Federal Financial Standards Will We Get ThereGRAND 12-14 | FOS ACCG
Department of the Treasuryrsquos Office of Financial Innovation and Transformation (FIT) is defining federal financial standard references to promote innovation a common knowledge base and processes to improve interoperability of federal systems Join this session for an update on FITrsquos work and the expected benefits of this initiative
M Marshall Henry FM Program Manager Treasury Fiscal Service
1145 am ndash 1245 pm
National Awards LuncheonCYPRESS BALLROOM
1 ndash 2 pm
Financial Management Standards Board MeetingWASHINGTON
34 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1 ndash 215 pm
W111 Conducting Effective Assessments of Internal ControlsCRYSTAL K-L | FOS ACCG
This session will introduce participants to key concepts issues and standards necessary to design and implement policies to achieve the organizationrsquos objectives
M Sefton Boyars ConsultantTrainer Sefton Boyars CGFM CPA
W112 New Fraud Fighters Cryptocurrencies Blockchain and Secure TransactionsCRYSTAL C-F | FOS AUD
Government is inherently a transactional business From deeds to disbursements the quantity of documents governments maintain on paper and digital image continues to grow Criminals are abusing the current processes to commit fraud at an increasing rate Learn how you can use Blockchain to disrupt and combat fraud
M Jay Schulman Principal RSM US LLP
W113 Data Visualization mdash Using Geographic Information Systems as an Audit ToolGRAND 9-11 | FOS AUDG
Geographic Information Systems (GIS) are increasingly being utilized as a tool to present audit information Learn from experts on how recipients of government services using GIS provides a wealth of audit opportunities
M Gwendolyn Sewell Chief Mission Compliance and Audit ReadinessAccounting Air Force
W114 Finance 2020 Embracing the Changes to ComeCRYSTAL A-B | FOS MGMT
What is the role of CFOs and senior finance staff in this rapidly changing digital world This session will explore the evolution in the field from an expense control spreadsheet-driven and retrospective reporting center into a predictive analytics powerhouse
M Scott Quehl Sr Principal Accenture Federal Services
W115 Quality Management ConfrontationGRAND 12-14 | FOS MGMT
How do you optimize resources and maximize efficiency Join our panel of experts as they discuss various topics in performance management and answer questions such as ldquoHow is quality management implemented throughout an organizationrdquo and ldquoHow do you view and plan around resource allocationrdquo
M Wayne Ference Partner Castro amp Company LLC
W116 Enterprise Risk Management Stories from the Front LinesCRYSTAL H | FOS MGMT
For the past two years agencies have been working to implement the changes made to OMB A-123 This session will feature feedback from agency risk officers on whether ERM is living up to expectations
M Tom Carroll CFO AOC
AGA PDT 2018 | ORLANDO 35
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W117 Leadership Keys to SuccessCRYSTAL M-Q | FOS PD
Gain perspective from a senior leader in government about how you can make a difference in your organization This entertaining session will cover how to develop people build trust cultivate relationships and communicate more effectively Leadership is possible at any level of government
M Mary Peterman Dep Chief Finance and Procurement AOUSC
W118 Building an Optimal Analytics-Driven Program Integrity OfficeCANARY 1-2 | FOS MGMT
With the passage of the Fraud Reduction and DATA Act agencies are under increased pressure to have effective program integrity offices that leverage data analytics and focus on outcomes Hear best practices found from a comprehensive pilot project conducted at the VA
M Linda Miller Dir Grant Thornton LLP
W119 Competencies The Thread that BindsCANARY 3-4 | FOS HR
DoD like other agencies is required by law to develop functional competencies to use in strategic workforce planning The DoD FM community developed 24 enterprise-wide FM competencies Learn how these competencies serve as the thread which binds the FM workforce development portfolio into a coherent strategic plan which guides career development
M Jansen Sauvageau SVP PNC Bank
230 ndash 3 pm
AGA National President Gavel ExchangeCYPRESS BALLROOM
3 ndash 4 pm
W120 Closing Plenary Session Shift Your Brilliance Leading Amidst UncertaintyCYPRESS BALLROOM | FOS PD
This session will teach participants how to solve problems get out of the past and think like a leader of the future You will develop an enhanced sense of perspective understand where you shine and learn how to lead without a title to create effective change
Simon Bailey Author amp Inspirational Coach
M John Lynskey AGA 2018ndash2019 National President
6 ndash 11 pm
Presidentrsquos Appreciation ReceptionROYALSABALSAGO
Join us as we celebrate and thank 2017ndash2018 AGA National President Jim Arnette for his service and contributions to AGA and the financial management community
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
36 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
AGA PDT 2018 | ORLANDO 37
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
Please join us in thanking our sponsors for their generous support of AGArsquos 2018 Professional Development Training
PLATINUM SPONSORS
Accenture Federal ServicesVIRTUAL EXPERIENCE
Rowan MirandaManaging Dir CFO Advisory Practice Leadrowanamirandaaccenturefederalcomwwwaccenturefederalcom
Accenture Federal Services a wholly owned subsidiary of Accenture LLP is a US company with offices in Arlington Va Accenturersquos federal business has served every cabinet-level department and 30 of the largest federal organizations Accenture Federal Services transforms bold ideas into breakthrough outcomes for clients at defense intelligence public safety civilian and military health organizations
Grant Thornton LLPTOTE BAGS
Robert SheaPrincipal Global Public Sectorrobertsheausgtcomwwwgranthorntoncompublicsector
Grant Thornton LLP the US member firm of Grant Thornton International is one of six global accounting tax and business advisory organizations Our Global Public Sector based in Alexandria Va is a management consulting business providing responsive and innovative financial performance management and systems solutions to governments and international organizations
GOLD SPONSORS
CGIDIGITAL EXECUTIVE SESSION
Kevin GreerVP Mgmt Consulting KevinGreercgifederalcomwwwcgifederalcomusfederal
A global leader in IT business process and professional services CGI partners with federal agencies to provide end-to-end solutions for defense civilian and intelligence missions Since 1976 we have delivered quality services to help clients achieve results at every stage of the program product and business lifecycle
38 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CliftonLarsonAllenBADGE HOLDERS
Doreen ShuteManaging Principal Fed Govt SvcsDoreenShuteCLAconnectcomwwwCLAconnectcom
CLA is a professional services firm delivering integrated advisory outsourcing and public accounting capabilities to help clients succeed professionally and personally Our practice group members are recognized industry experts and established leaders in the government community We focus on active engagement in the industry a sentiment beyond meeting requirements and standards
DeloitteWATER BOTTLESHYDRATION STATIONS
Colin Duncan Managing Dircoduncandeloittecom wwwdeloittecomusfederal
Deloittersquos Government and Public Services practice consists of more than 12000 professionals across the country serving federal state and local government and higher education clients across consulting and advisory functions bring fresh perspective mdash from inside and outside government mdash to help solve our nationrsquos biggest challenges We bring insights from our client experience and research to drive bold and lasting results People Ideas Technology and Outcomes mdash all Designed for Impact
EYAGA EXECUTIVE SESSION
Bill ColbertPartner PI Financebillcolberteycomwwweycomgovpublicsector
The Government and Public Sector practice of Ernst amp Young LLP provides a full range of consulting and audit services leveraging our experience with both government and commercial clients We deliver real change and measurable results through our diverse high-performing teams operational know-how from across our global organization and bold ideas tailored to each clientrsquos unique mission
AGA PDT 2018 | ORLANDO 39
GOLD SPONSORS (continued)
GuidehouseMONDAY LUNCHEON
Christina VanecekMarketing Mgrcvanecekguidehousecomwwwguidehousecom
Guidehouse formerly PwC Public Sector provides management technology and risk consulting to clients around the world through more than 1600 professionals in 20 locations Now as Guidehouse we offer the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected
Kearney amp CompanyPHOTO BOOTH
Erika SteiningerPartneresteiningerkearneycocomwwwkearneycocom
Kearney amp Company a CPA and consulting firm exclusively serving the Federal Government takes pride in its ability to assist agencies in meeting business objectives and complying with complex requirements Practice areas include Financial Reporting and Accounting Support Internal ControlsA-123 Financial Services Financial Healthcare Services Advisory Services and Program Management
KPMG LLPHOST COMMITTEE SHIRTS MONDAY BREAKFAST
Diane DudleyPartner-in-Charge Fed Auditddudleykpmgcomwwwkpmgcom
For more than 100 years KPMG LLP has assisted the government in the civilian defense and intelligence sectors Today we help these organizations adapt to new environments by working with them to transform business models leverage data protect information assets and provide assurance services while focusing on their mission
40 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
CPAG Small Business CommitteeTUESDAY LUNCHEON
Dedicated members of AGArsquos Small Business Committee are proud to sponsor the 2018 PDT Tuesday Awards Luncheon Thank you to 2nd Wave Castro amp Co Immersion RMA Associates TFC Consulting Trilogy Federal and Watkins Government Services
Get Inspired During PDTthen submit your best practices to the Journal of Government Financial Management by Sept 1 2018
Learn more and view the 2018ndash2019 editorial calendar at wwwagacgfmorgjournal
SILVER SPONSORS
JP MorganTUESDAY BREAKFAST
Denise PetittaExec DirDenisePetittajpmorgancomwwwjpmorgancom
JP Morgan is a premier corporate and investment bank with a full suite of global financial services and capabilities Our clients include the worldrsquos most important corporations governments financial institutions pensions sovereign wealth organizations states and municipalities we offer strategic advice and deliver banking services in more than 100 countries
AGA PDT 2018 | ORLANDO 41
SILVER SPONSORS (continued)
RSM US LLPPDT APP amp WIFI
Mary GoldsmithFed Bus Dev Dirmarygoldsmithrsmuscomwwwrsmuscom
RSM US LLP provides risk financial and technology management consulting services to the public sector We are an inclusive enterprise and support AGA CPAG and Womenrsquos forum We help federal state and local entities improve performance through a comprehensive understanding of their business models internal processes objectives and daily realities
BRASS SPONSORS
Automation AnywhereSTANDING SIGN
Sharon OrsquoNeillHead of Americas Field Marketingsharononeillautomationanywherecom wwwautomationanywherecom
Automation Anywhere is the global leader in enterprise-grade comprehensive Robotic Process Automation software including Cognitive and real-time analytics Over 1000 of the worldrsquos largest brands use our platform to create and manage their Digital Workforce and scale their business processes faster with near-zero error rates while dramatically reducing operational costs
Crowe LLPTUESDAY AM COFFEE BREAK
Bert NeuhringRisk Consulting Partnerbertnuehringcrowecomwwwcrowecom
Crowe LLP is a public accounting consulting and technology firm with offices around the world Crowe uses its deep industry expertise to provide audit services to public and private entities The firm and its subsidiaries also help clients make smart decisions that lead to lasting value with its tax advisory risk and performance services
42 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
BRASS SPONSORS (continued)
MastercardMONDAY AFTERNOON COFFEE BREAK
MariBeth McCarthyVP Bus Leadermaribeth_mccarthymastercardcomwwwmastercardcom
Mastercard (NYSE MA) is a technology company in the global payments industry We operate the worldrsquos fastest payments-processing network connecting consumers financial institutions merchants governments and businesses in more than 210 countries and territories Mastercardrsquos products and solutions make everyday commerce activities easier more secure and more efficient for everyone
PNC BankDIRECTIONAL SIGNAGE
Lauren GradwellAccount MgrLaurengradwellpnccomwwwpnccomideas
PNC is one of the nationrsquos largest financial services organizations providing retail and business banking residential mortgage banking specialized services for corporations and government entities including corporate banking treasury management real estate finance asset-based lending wealth management and asset management We are focused on delivering ideas insight and solutions to our clients to help them maximize the value of their business
Williams AdleyMONDAY MORNING COFFEE BREAK
Melinda BuckBus Dev Leadmbuckwilliamsadleycomwwwwilliamsadleycom
Williams Adley is one of the countryrsquos premier certified public accounting and management consulting firms Our diverse knowledge backgrounds and subject-matter expertise help a wide variety of government agencies and businesses achieve their financial program and information technology goals
AGA PDT 2018 | ORLANDO 43
MEDIA SPONSORS
Government Matters
John Meyer Managing DirjmeyerGovMatterstv wwwGovMatterstv
Government Matters is a television news program dedicated to providing non-partisan information and analysis to federal managers contractors and those supporting the federal marketplace The program airs weeknights in Washington DC on NewsChannel 8 Sunday Mornings on ABC 7 and worldwide on the American Forces Network (AFN)
GOVERNING
Meg Keller Dir of Marketingmkellergoverningcomwwwgoverningcom
For 25 years GOVERNING has been the only publication dedicated to providing the information insight and inspiration state and local leaders need to govern effectively Subscriptions for most state and local government professionals are free as is attendance at most GOVERNING events
Route Fifty
Hilery Sirpis Publisherhsirpisgovexeccomwwwroutefiftycom
Route Fifty a new digital publication and events brand from Atlantic Mediarsquos Government Executive Media Group connects leaders and ideas advancing state and local governments with news insight and resources It facilitates sharing of best practices and ideas among those creating government programs policies and institutions for the 21st century
44 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Play AGArsquos Exhibitor Hunt and win big prizes
including FREE registration to an
upcoming AGA training event
View CPEs Earned
Visit httpsessions ats-leads comagapdt2018 and enter your badge number to view CPEs earned during PDT
Note Only CPEs earned from previous day(s) can be viewed
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VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
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MAIN
VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
MAINENTRANCE
Stop by PDT 2019 Booth 102
Relax RechargeGet a free massage
46 AGACGFM | PDT18
Exhibit Hall Floor Plan
Exhibitors by Booth Number
Company Name Booth
Infor 100 Bureau of the Fiscal Service 101Audimation Services 104American Society of Military Comptrollers 106Kearney Photo Booth 107Graduate School 108 Sehlke Consulting LLC 200Guidehouse 201Kforce Government Solutions Inc 202mLINQS LLC 203RSM US LLP 207GrantSolutions 209ACL Services Ltd 300Williams Adley 301CohnReznick Government 302AOC Solutions 303CGI Federal 306Virtual Experience with Accenture 307Savantage Solutions 308TeraThink Corporation 400Lynch Consultants LLC 401Interior Business Center 402GEHA 403
Company Name Booth
IFAS LLC 407TFC Consulting Inc 409Grant Thornton LLP 500RMA Associates LLC 501Castro amp Company LLC 503KPMG LLP 506AGA Community Service amp Silent Auction 507Kearney amp Company 600EY 601AGA 607J P Morgan 701FI Consulting 703CliftonLarsonAllen LLP 706MorganFranklin Consulting 707Becker Professional Education 709Management Concepts 800Qlik Tech Inc 801U S Army Financial Management Command 802The MIL Corporation 805Immersion Consulting 806Automation Anywhere 809
ACL Services LtdBOOTH 300wwwaclcom
ACL is a global software company with innovative solutions for public sector professionals to keep processes in check and provide higher levels of assurance through team-based analytic approaches ACLrsquos platform has helped over 250 government offices globally to bolster compliance manage risks and assure effective governance Learn more at our booth and wwwaclcom
AGABOOTH 607wwwagacgfmorg
AGA is the member organization for government financial management professionals We lead and encourage change that benefits our field and all citizens Our networking events professional certification publications and ongoing education help members build skills and advance their careers Learn about our thought-leadership library online tools CGFM designation and more
AGA PDT 2018 | ORLANDO 47
Exhibitor Appreciation AGA Corporate Partner
AGA Community Service amp Silent AuctionBOOTH 507
Buy tickets and bid for great prizes in our silent auction including gift certificates gift baskets sports memorabilia vacations and more Proceeds support AGArsquos National Community Service Fund the American Cancer Society the American Heart Association the Humane Society and Habitat for Humanity Winners posted daily present the winning ticket to claim your prize
AGA New Orleans ChapterBACK OF EXHIBIT HALLwwwagacgfmorgneworleans
Stop by our booth to learn more about New Orleans and plan your trip to PDT 2019 scheduled for July 21ndash24 2019 You might win a free PDT 2019 registration
American Society of Military Comptrollers BOOTH 106wwwasmconlineorg
ASMC is the non-profit educational and professional organization for persons military and civilian in the overall field of military comptrollership ASMC promotes the education and training of its members and supports the development and advancement of the military comptrollership profession The society provides professional programs to keep members abreast of current issues and encour-ages the exchange of information techniques and approaches
AOC SolutionsBOOTH 303wwwaocfederalsolutionscom
AOC Solutions Inc is a Service-Disabled Veteran-Owned Business providing financial management federal accounting audit readiness support and technology services AOC thought leaders are dedicated to helping agencies identify better ways to analyze accounting and financial data for cost reduction and increased efficiency
Audimation ServicesBOOTH 104wwwaudimationcom
Audimation Services Inc is the US distributor of CaseWare IDEAreg a powerful user-friendly data analytics software tool designed to help profes-sionals extend auditing capabilities detect fraud and meet documentation standards We specialize in helping organizations streamline audits simplify data acquisition and improve business processes
Automation Anywhere BOOTH 809
See write-up on page 42
Becker Professional EducationBOOTH 709wwwbeckercom
Do you need CPE for CGFMreg CPA or the new DoD FM Certification Come ask about our Government Family Offer Nearly half a million professionals have advanced their careers through our CPE programs including CPA Exam Review PMPreg Exam Review Cybersecurity Six Sigma and more And be sure to check out our new program for Certified Anti-Money Laundering Specialists (CAMS)
Bureau of the Fiscal ServiceBOOTH 101wwwfiscaltreasurygov
The Bureau of the Fiscal Service serves as a catalyst for transforming the way the federal government manages finances and delivers shared services Our passion is improving financial management and shared service delivery through efficient and effective operations and through guidance and assistance to others
48 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Castro amp Company LLCBOOTH 503www castroco com
Headquartered in Washington DC Castro amp Company is an audit advisory and accounting services CPA firm with a strong federal customer focus We are a Minority-Owned Small Business offering the personalized services of a small firm with the full resources and quality expected from a larger CPA firm
CGI FederalBOOTH 306
See write-up on page 38
CliftonLarsonAllen LLPBOOTH 706
See write-up on page 39
CohnReznick GovernmentBOOTH 302www cohnreznick com
CohnReznick Government provides audit accounting and financial management compliance risk and integrity monitoring program and project management and disaster response and recovery Our comprehensive project management approach provides clients with reliable processes and delivers accounting insights to help government organizations improve communication administer fiscal and operational strategies and meet compliance requirements
EYBOOTH 601
See write-up on page 39
FI ConsultingBOOTH 703www ficonsulting com
FI Consulting develops effective practical solutions to help federal agencies achieve their missions while operating efficiently managing risk and adapting to a changing policy environment We apply our core strengths in Data Analytics Modeling and Technology to gain program performance insight manage risk improve operations and better deliver mission
GEHABOOTH 403www geha com
GEHA provides medical and dental plans through the FEHB and FEDVIP programs for more than 18 million federal employees retirees and their families GEHA members receive year-round vision and hearing benefits plus other discounts For more information please stop by our booth or visit gehacom and gehadentalcom
Graduate SchoolBOOTH 108www graduateschool edu
Graduate School USA provides a wide range of learning opportunities in formats accessible to adult learners everywhere through training continuing education courses executive and leadership development and credit offerings For professionals in the government auditing and financial management community we offer a comprehensive curriculum taught by leading practitioners
Grant Thornton LLPBOOTH 500
See write-up on page 38
AGA PDT 2018 | ORLANDO 49
GrantSolutionsBOOTH 209www grantsolutions gov
GrantSolutions supports Federal agencies throughout the grants lifecycle mdash from pre-award planning through application award and closeout Our service finds solutions for shared mission needs across agencies while incorporating unique business and regulatory processes for grant programs GrantSolutions is an OMB-selected grants business leader providing end-to-end innovative grants management services dedicated to advancing the mission of Federal agencies
GuidehouseBOOTH 201
See write-up on page 40
IFAS LLCBOOTH 407www ifas-llc com
IFAS is an 8(a) Service-Disabled Veteran-Owned Small Business Woman-Owned Small Disadvan-taged Business providing Program Management Business and Finance Operations Integrated Logistics and IT Support Services to meet specific needs of our clients We provide geographically dispersed support available when and where you need us
Immersion ConsultingBOOTH 806www immersioninc com
Immersion Consulting a Service-Disabled Veteran-Owned Small Business headquartered in Annapolis Md provides business management and technology consulting to government nonprofit and commercial clients Founded in 2004 we specialize in program management financial management technology services and training Our mission provide clients with actionable business solutions that yield sustainable results
InforBOOTH 100www infor com
Infor Public Sector solutions streamline financial management across multiple systems With more than 25 years of public sector experience Infor helps you meet organization demands including budget and audit readiness performance management and financial control with flexible solution deployment options to help you operate more quickly and efficiently
Interior Business CenterBOOTH 402www doi govibc
The Interior Business Center one of several OMB-approved interagency shared-service providers offers acquisition financial manage-ment and HR under a fee-for-service full cost recovery business model By assisting multiple federal organizations IBC can leverage resources to share economies and efficiencies with external customers and our parent agency the US Department of the Interior
JP MorganBOOTH 701
See write-up on page 41
Kearney amp CompanyBOOTH 600
See write-up on page 40
Kforce Governnment Solutions IncBOOTH 202www kforcegov com
Kforce Government Solutions Inc (KGS) provides management and technology solutions to Federal Government and State and local agencies We deliver customized solutions across financial management organizational transformation and IT to solve our clientsrsquo most complex mission and business challenges KGS also offers the innovative TraumaFXreg line of medical training manikins
50 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
KPMG LLPBOOTH 506
See write-up on page 40
Lynch Consultants LLCBOOTH 401www lynchconsultants com
Lynch Consultants provides strategic financial and program advisory and assistance services to the federal government We partner with clients to deliver project management services financial and business support and strategic policy solutions for complex government programs Clients include numerous federal departments including DoD Navy Army VA HHS and HUD
Management ConceptsBOOTH 800www managementconcepts com
Management Concepts is a leading provider of professional development performance improve-ment and talent management solutions for the public sector Since 1973 we have collaborated with the federal government state and local offices non-profit organizations universities and corporations to enhance the performance of teams and organizations Follow us on Twitter Mgmt_Concepts
The MIL CorporationBOOTH 805www milcorp com
The MIL Corporation has grown steadily for 36 years and remains dedicated to excellence service and support across our four major service areas financial management and systems support information technology cyber security and systems and C4 engineering For more information please visit us at wwwmilcorpcom or on Facebook at httptinyurlcomFacebookMIL
mLINQS LLCBOOTH 203www mLINQS net
mLINQS a Service-Disabled Veteran-Owned Small Business founded in 2003 provides the govern-mentrsquos leading employee relocation management system and E-Gov travel (ETS2) consulting services Since 2004 mLINQS relocation system has automated relocations and tracked expenses for more than 30 agencies
MorganFranklin ConsultingBOOTH 707www morganfranklin com
MorganFranklin Consulting headquartered in McLean Va provides business consulting and technology solutions to public companies fast-growing private companies and US govern-ment agencies Third-party customer satisfaction surveys highlight the companyrsquos reputation for being hands-on flexible and skilled at bringing diverse groups together to complete projects on time and within budget
Qlik Tech IncBOOTH 801www qlik com
Qlikreg is the leading data analytics platform and the pioneer of user-driven business intelligence Its portfolio of cloud-based and on-premise solutions meets customersrsquo growing needs from reporting and self-service visual analysis to guided embedded and custom analytics regardless of where data is located
RMA Associates LLCBOOTH 501www rmafed com
RMA an SBA Certified 8(a) Small Business located in the Washington DC metropolitan area specializes in audit consulting and advisory
AGA PDT 2018 | ORLANDO 51
RSM US LLPBOOTH 207
See write-up on page 42
Savantage SolutionsBOOTH 308www savantage net
Savantage Solutions a CMMIreg Level 3 Rated and ISO 90012008 certified company is a leading provider of software development business consulting and program management support services One of only five vendors of financial management systems certified for federal use Savantage takes pride in its service excellence
Sehlke Consulting LLCBOOTH 200www sehlkeconsulting com
Founded in 2011 Sehlke Consulting is a Service-Disabled Veteran-Owned Small Business and Historically Underutilized Business Zone (HUBZone) firm based in Arlington Va We provide comprehensive leading solutions in Financial Management Acquisition Management Logistics and Supply Chain Management and National Security amp Defense Programs
TeraThink CorporationBOOTH 400www terathink com
TeraThink takes pride in the outstanding reputation we have earned over the past 15 years for delivering superior results to federal customers With expertise in agile development enterprise application technologies financial services and cloud solutions our delivery platform brings exceptional scale and value to support customersrsquo transformation business automation and mission-related goals Visit our booth and wwwTeraThinkcom for more information
TFC Consulting IncBOOTH 409www tfcci net
A licensed CPA firm Small Disadvantaged Business and ISO 9001_2015-certified enterprise TFC is the trusted partner of federal agencies facing complex financial management challenges Now celebrating 15 years of success and excellence in assisting clients TFC develops and implements comprehensive solutions to improve financial management environments and achieve operational efficiency
US Army Financial Management CommandBOOTH 802www facebook comUSAFMCOM
US Army Financial Management Command is responsible for the delivery of Army-wide Financial Management (FM) functions including Enterprise Resource Planning systems support audit and compliance support financial operations support and ERP business process standardization support and for providing operational oversight of Army field FM activities
Williams AdleyBOOTH 301
See write-up on page 43
Note The contents of this exhibitor list were compiled from information supplied by exhibitors While every effort has been made to ensure contents are correct AGA is unable to accept liability for errors or omissions or for any claims made by exhibitors
52 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AGA PDT 2018 | ORLANDO 53
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AIG Assistant Inspector GeneralAssoc AssociateAsst AssistantBus BusinessCEO Chief Executive OfficerCFO Chief Financial OfficerCIO Chief Information OfficerCo CountyComm CommitteeCOO Chief Operating OfficerCPAG Corporate Partner Advisory GroupDep DeputyDept DepartmentDev DevelopmentDir DirectorDiv DivisionEduc EducationERM Enterprise Risk ManagementExec ExecutiveFed FederalFM Financial ManagementGM General Manager Govt Government
Fields of Study See page 4 for list of Fields of Study
AOC Architect of the CapitolAOUSC Administrative Office of the
US CourtsCommerce US Department of CommerceDHHS US Department of Health
and Human ServicesDHS US Department of
Homeland SecurityDLA Defense Logistics AgencyDoD US Department of DefenseDoE US Department of EnergyDOI US Department of the InteriorDOJ US Department of JusticeDoS US Department of StateFASAB Federal Accounting Standards
Advisory BoardFiscal Service Bureau of the Fiscal ServiceFIT Office of Financial Innovation
and TransformationFMSB Financial Management Standards
BoardFTA Federal Transit Administration
HR Human ResourcesIG Inspector GeneralIT Information TechnologyMgmt ManagementMgr ManagerNatrsquol NationalOfc OfficePNP AGA Past National
PresidentPNT AGA Past National
TreasurerRPA Robotic Process
AutomationRVP Regional Vice PresidentSecrsquoy SecretarySME Subject Matter Expert Sr SeniorSvc ServiceSVP Senior Vice PresidentTech TechnicalUniv UniversityVP Vice President
GAO Government Accountability OfficeGASB Government Accounting Standards
BoardGSA US General Services
AdministrationHUD US Department of Housing
and Urban DevelopmentIRS Internal Revenue ServiceNASA National Aeronautics and Space
AdministrationNSF National Science FoundationOCFO Office of the Chief Financial OfficerOIG Office of Inspector GeneralOMB Office of Management and BudgetSBA Small Business AdministrationTreasury US Department of the TreasuryUSAID US Agency for International
DevelopmentUSDA US Department of AgricultureUSPTO US Patent and Trademark OfficeVA US Department of
Veteran Affairs
54 AGACGFM | PDT18
Glossary
MAIN CONVENTION CENTERSINGLE-LEVEL
REGISTRATION
CYBER LOUNGE
EX
HIB
IT H
ALL
PLENARY S
ESSIO
NS
AGA PDT 2018 | ORLANDO 55
Convention Center Floor Plans
圀䔀 䰀䤀匀吀䔀一 簀 圀䔀 䤀一一伀嘀䄀吀䔀 簀 圀䔀 䐀䔀䰀䤀嘀䔀刀
吀愀猀栀甀 吀爀椀瘀攀搀椀Ⰰ 倀爀攀猀椀搀攀渀琀䌀䔀伀 㜀㤀㐀 漀爀 琀琀爀椀瘀攀搀椀䀀琀昀挀挀椀渀攀琀
嘀椀猀椀琀 漀甀爀 眀攀戀猀椀琀攀 愀琀 眀眀眀琀昀挀挀椀渀攀琀
䘀漀爀 洀漀爀攀 椀渀昀漀爀洀愀琀椀漀渀 挀漀渀琀愀挀琀 吀䘀䌀
椀猀 琀栀攀 琀爀甀猀琀攀搀 瀀愀爀琀渀攀爀 昀漀爀 昀攀搀攀爀愀氀 愀最攀渀挀椀攀猀 琀栀愀琀愀爀攀 昀愀挀椀渀最 挀漀洀瀀氀攀砀 ǻ渀愀渀挀椀愀氀 洀愀渀愀最攀洀攀渀琀 挀栀愀氀氀攀渀最攀猀
吀䘀䌀 䌀漀渀猀甀氀琀椀渀最 䤀渀挀
뜀뜀
뜀뜀뜀뜀
䔀渀琀攀爀瀀爀椀猀攀 刀椀猀欀 䤀渀琀攀爀渀愀氀䌀漀渀琀爀漀氀猀 䄀搀瘀椀猀漀爀礀䤀洀瀀爀漀瀀攀爀 倀愀礀洀攀渀琀猀䴀攀愀猀甀爀攀洀攀渀琀 刀攀洀攀搀椀愀琀椀漀渀䘀椀渀愀渀挀椀愀氀 刀攀瀀漀爀琀椀渀最 䄀䄀挀挀漀甀渀琀椀渀最 伀瀀攀爀愀琀椀漀渀猀䘀椀渀愀渀挀椀愀氀 匀琀愀琀攀洀攀渀琀 䌀漀洀瀀氀椀愀渀挀攀 䄀甀搀椀琀䐀愀琀愀 䄀渀愀氀礀琀椀挀猀 伀瀀琀椀洀椀稀愀琀椀漀渀䤀吀 匀攀挀甀爀椀琀礀 刀攀瘀椀攀眀 䄀猀猀攀猀猀洀攀渀琀
伀甀爀 瘀愀氀甀攀ⴀ愀搀搀攀搀 猀攀爀瘀椀挀攀猀㨀
圀栀愀琀猀 礀漀甀爀 渀攀砀琀 洀漀瘀攀㼀
䴀愀渀礀 瀀愀琀栀猀Ⰰ 漀渀攀 挀漀爀爀攀挀琀 爀漀甀琀攀 䘀漀氀氀漀眀 吀䘀䌀 愀氀漀渀最 琀栀攀 爀漀甀琀攀 琀漀 猀甀挀挀攀猀猀 䘀椀爀猀琀 琀栀愀琀 挀漀爀爀攀挀琀氀礀
挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀
T118 Letrsquos Get Uncomfortable and Talk About Sexual Harassment (repeat session)CANARY 3-4 | FOS HR
See description on page 23
M Karen Wilson Principal Public Sector Practice Guidehouse
1150 am ndash 1250 pm
Luncheon and Awards CeremonyCYPRESS BALLROOM See page 41
105 ndash 220 pm
T119 Certified Government Financial Manager (CGFM)CRYSTAL A-B | FOS PD
Discover the value of the CGFM designation Participants will hear from colleagues on why they pursued this certification and how it has helped advance their careers and distinguish them from others in their field You will also learn tips for preparing for the three CGFM exams
M Katya Silver Dir of Professional Certification AGA
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
T120 Leadership Ethics and Decision Making in Early AuditsCRYSTAL K-L | FOS BETH
Everyone is faced with various levels of ethical dilemmas at work and leadership can often create a culture that promotes unethical behavior without realizing the consequences Join this session to explore how ethics are integral to the behavior of employees and the impact of the behavior on early audits
M Robert Hart Sr Mgr EY
T121 Disrupting Improper PaymentsCRYSTAL H | FOS IT
Preventing improper payments is a government-wide challenge Join this session to learn how to make significant improvements and leverage disruptive technology to promote data sharing recipient authentication and encourage stakeholder collaboration Panelists will share best practices and explore ways to address root causes
M Steven Bernstein Exec Dir Electronic Payments Product Exec JP Morgan Treasury Svcs
T122 Fraud in Federal Assistance ProgramsCRYSTAL C-F | FOS AUDG
This session will give attendees an in-depth look at how fraud in federal programs was handled by state agencies federal grantors and state prosecutors This topic will explore case studies on the Summer Food Service Program and the Child and Adult Care Food Program
M Jeff Hart AGA PNP
Like us on
26 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T123 AGArsquos Grant Survey Improving Grantee ComplianceGRAND 12-14 | FOS MGMT
Recognizing challenges with grantee compliance AGA conducted a nationwide survey of federal grant recipients on implementation issues related to the Uniform Guidance (2 CFR 200) This session will focus on strategies and activities to address the most troubling areas identified by respondents
M James McKay Principal SME Grants Management Line of Business KGS
T124 Agency Risk Profile Lessons Learned and ValueCANARY 1-2 | FOS MGMT
This session will focus on agenciesrsquo experience from their A-123 Risk Profile definition process This session will include discussion of lessons learned outcomes achieved and value created
M Daniella Datskovska Dir ERM and Internal Control TFC Consulting Inc
Helping you succeed is ours Learn more at KPMGcomusfederal
Anticipate tomorrow Deliver today
copy 2017 KPMG LLP a Delaware limited liability partnership and the US member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (ldquoKPMG Internationalrdquo) a Swiss entity Some of the services or offerings provided by KPMG LLP are not permissible for its audit clients or affiliates NDPPS 677263
Your business is serving the public
AGA PDT 2018 | ORLANDO 27
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T125 Conflict in the Workplace Surviving and ResolvingCRYSTAL M-Q | FOS PD
Explore the types and causes of conflict in the workplace Participants will learn how to handle and manage conflict in the workplace Experts will share techniques for dealing with co-workers supervisors and staff in various situations involving both positive and negative conflicts
M Peggy Javery Acting Assoc CFO USDA
T126 FASAB Update Leases and More to ComeCANARY 3-4 | FOS ACCG
Hear from FASAB staff about recently-issued standards open proposals and proposals under development FASAB staff will discuss implementation of the new standards Additionally insights regarding new developments will be shared along with tips to help you prepare
M Wendy Payne Exec Dir FASAB
105 ndash 325 pm
EXEC2 AGA Digital Executive Session (invitation only)GRAND 9-11 | FOS IT
Learn about emerging technologies that may soon change the way you support your organizationrsquos mission Understand priorities challenges issues and opportunities from government leaders Engage in a highly interactive and engaging discussion on the latest strategies for digital transformation and exchange ideas and solutions with colleagues that you can bring back to your organization
M Kevin Greer VP CGI Federal
235 ndash 325 pm
T127 Medicaid The Elephant in the RoomCANARY 3-4 | FOS ACCG
Medicaid is a critical service in the lives of millions of Americans It is also a major expense for both federal and state entities This session will explore the ways that federal managers and state auditors are collaborating to make sure that these allocated dollars are spent wisely
M Kinney Poynter Exec Dir NASACT
T128 Path to Auditability Implementing New FASAB StandardsCANARY 1-2 | FOS ACCG
This session will provide an understanding of SFFAS 48 Opening Balances for Inventory Operating Materials and Supplies Stockpile and SFFAS 50 Establishing Open Balances for General Property Plant and Equipment and discuss tips for successful implementation Additionally participants will hear about implementing the standards mdash including the pitfalls and best practices for success
M Eveka Rodriguez Partner Grant Thornton LLP
T129 Data Analytics for FraudCRYSTAL A-B | FOS AUDG
Proactive data monitoring and use of data analytics can prevent your entity from being subject to a public fraud This session will show attendees how proactive data analysis techniques and tools can save money prevent bad publicity and detect fraud faster with fewer resources
M Sarah Hays Programming Dir Data Coalition
28 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T130 Planning for Federal Funding DecreasesCRYSTAL C-F | FOS FIN
State and local governments federal funding sources are always in flux This session will feature a panel of state and local government leaders discussing what plans they have in place in the event of a reduction of federal funds
M Lealan Miller AGA FMSB Chair
T131 My Data Was Just BreachedCRYSTAL K-L | FOS IT
Access to data is key to effective analytics However with recent data breaches security standards around data transfer and storage have tightened This session discusses steps to follow to ensure secure handling of data in analytics programs
M Phil Magrogan COO Immersion Consulting
MAKES A DIFFERENCE
Find the six dierences in the two photos Present at booth 202 for your prize
2677 Prosperity Avenue Suite 100 Fairfax Virginia 22031 wwwkforcegovcom Kforce_govKGS
RISKMANAGEMENT
COMPLIANCE ampAUDIT SERVICES
GRANTSMANAGEMENT
FINANCIALIMPROVEMENT
FINANCIALTECHNOLOGY
AGA PDT 2018 | ORLANDO 29
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T132 Communicating Effectively Skills and TechniquesCRYSTAL M-Q | FOS COMS
Improve your communication skills with colleagues customers supervisors and staff mdash and learn how to adjust styles based on with whom you communicate verbally vocally and visually This interactive session will address the needs concerns and frustrations of communicating effectively in todayrsquos workplace
M Dave LeBlanc SVP-at-Large AGA
T133 The Presidentrsquos Management Agenda and the Uniform GuidanceCRYSTAL C-F | FOS MGMT
The Presidentrsquos Management Agenda (PMA) was released in March 2018 This session will discuss the PMA Cross Agency Priority (CAP) Goal 8 Results-Oriented Accountability for Grants This session will also discuss the connectivity between OMBrsquos Uniform Guidance the PMA and the future vision for the world of grants
M Charles Hester InstructorConsultant AGA RVPndashWest Coast Region
325 ndash 405 pm
Coffee Break with ExhibitorsROYALSABALSAGO
330 ndash 545 pm
Young Professionals RoundtableMIAMI | FOS PD
Hear what accomplished leaders deem essential success factors for young professionals in todayrsquos ever-changing and challenging government financial management environment Interactive QampA will focus on leadership networking communication mentorship advancement and change management Speed networking session immediately follows for participants
405 ndash 455 pm
T134 Uniform Guidance Year Three mdash What You Still Donrsquot KnowCANARY 1-2 | FOS AUDG
The Uniform Guidance has been in effect for more than three years yet there are still several aspects to implement This presentation will explore those topics as well as best practices identified over the past three years
M Lealan Miller AGA FMSB Chair
T135 Protect Taxpayer DollarsGRAND 12-14 | FOS AUDG
Government vendors have larger and more contractual requirements which can lead to greater need for vendor audits Join this session to explore how vendors are audited to make sure they provide the government with the full set of contracted services and ultimately protect taxpayer dollars
M Kim Farington CFO FirstNetHave session ideas
for PDT 2019Join the PDT technical
committee email meetingsagacgfmorg
30 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
ARE YOU READY
cohnreznickcomindustriespublic-sector
CohnReznick helps forward-thinking public sector organizations address stringent regulatory requirements strengthen risk managementand achieve their business goals
Visit Us at Booth 302
T136 Improving Federal Government Employee MoraleCRYSTAL M-Q | FOS HR
What resources are available in the federal government structure to keep employees engaged and satisfied Are there things that the finance community can and should be doing to support employee morale in their agencies This session will explore how government offices can make changes that can result in higher productivity and employee engagement
M Anthony Scardino Dep Under Secrsquoy and Dep Dir USPTO
T137 Process Robotics Building Finance Bots LIVECRYSTAL A-B | FOS IT
Hear from digital labor experts about how operations improvements with robotics and cognitive solutions can drive greater efficiency cost management and employee morale This session will also feature a live demo of digital labor currently in action at a federal agency
M Chris Huff US Public Sector RPA Lead Deloitte Consulting LLP
AGA PDT 2018 | ORLANDO 31
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T138 Be Our Guest Magical Service for Finance CustomersCRYSTAL C-F | FOS MGMT
Disney has legendary customer service Hear about the practices taught by the Disney Institute and learn how you can deliver world-class financial accounting and audit services in your own organization
M Reed Waller Asst Dir Financial Management Initiatives Group DOJ
T139 Next Generation Leaders New Skills and New NeedsCRYSTAL H | FOS PD
Much has been discussed about millennials in the workplace but what are the keys to building the younger generation into effective leaders This session will explore how their immersion in technology gives them strengths and challenges when taking on new responsibilities as leaders in the federal workplace
M Doreen Shute Managing Principal CliftonLarsonAllen LLP
T140 Program Evaluation mdash Letrsquos Tell the TruthCRYSTAL K-L | FOS MGMT
This session will discuss the benefits of conducting program evaluations to determine program effectiveness support data analyses and make informed budget decisions Hear from federal state and local representatives who have conducted program evaluations and learn how the results were used
M Robert Tuccillo CFO Federal Transit Administration
T141 Look No Further Intergovernmental Job Aids to the RescueGRAND 9-11 | FOS ACCG
Learn about available tools guides and job aids for all levels of government developed by AGArsquos Intergovernmental Partnership (IP) program During this session government leaders will showcase tools and other resources available on AGArsquos website (wwwagacgfmorgtools-resources)
M Clark Partridge State Controller AZ
405 ndash 530 pm
Corporate Partner Advisory Group (CPAG) MeetingNEW ORLEANS
CPAG representatives and those from organizations interested in joining the program are invited to participate in this annual business meeting This meeting is an excellent opportunity to network with other corporate partner representatives and learn how to maximize your organizationrsquos partnership with AGA
8 ndash 10 pm
AGA Networking ReceptionMARRIOTT HOTEL LOBBY BAR
Join us for some after-dinner networking and socializing
32 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
See description on page 14
630 am ndash 4 pm
Registration Open
715 ndash 815 am
National Awards BreakfastCYPRESS BALLROOM
820 ndash 910 am
W100 Plenary Session OMBTreasuryDoD UpdateCYPRESS BALLROOM | FOS ACCG
David Lebryk Fiscal Asst Secrsquoy Treasury
David Norquist Under Secrsquoy of Defense (Comptroller) CFO DoD
Tim Soltis Dep Controller OMB
M Ann Ebberts CEO AGA
910 ndash 10 am
W101 Plenary Session Innovate the Way You InnovateCYPRESS BALLROOM | FOS PD
Learn how to create a culture of innovation within your organization Mr Shapiro will highlight how to use a challenge-centered approach to measure innovation the process of experimentation and how to maximize return on investments
Stephen Shapiro Innovation Expert
10 ndash 1030 am
Coffee BreakCRYSTAL FOYER
1030 ndash 1145 am
W102 One on One with GASB mdash An UpdateGRAND 9-11 | FOS ACCG
Meet with members of the GASB to receive the most up-to-date information regarding GASB standards exposure drafts and other projects that affect governments and their auditors
M Lealan Miller AGA FMSB Chair
W103 DoD Audit UpdateCANARY 1-2 | FOS AUD
This session will focus on the major audit and financial improvement activities underway across DoD
M Bryan Nelms Principal Kearney amp Company
W104 Understanding and Using the New Service Organization Control ReportsCANARY 3-4 | FOS AUDG
This session will discuss the significant changes underlying the new service organization control reports issued under AT-C 320 (formerly SSAE 16)
M Asif Khan Dir FM and Assurance GAO
W105 Managing in the Changing Workplace EnvironmentCRYSTAL A-B | FOS HR
Hear about the techniques and tools available to managers to maintain a team-building environment with a significant number of employees teleworking
M Thalia Melendez Dir of Audit Svcs NY State Educ Dept
AGA PDT 2018 | ORLANDO 33
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W106 Data All Around Us mdash CFOrsquos Move to a New NormalCRYSTAL M-Q | FOS IT
Advanced data analytics have turned data into powerful insights to manage programs and enhance the citizen experience as never before This session will explore how the availability of data is changing the role of the CFO
M Jorge Asef-Sargent Partner KPMG LLP
W107 How Emerging Technologies Will Transform Payments and CollectionsCRYSTAL K-L | FOS IT
Payments and collections are fertile ground for emerging technologies Artificial intelligence robotics Blockchain big data and the continued digitization of commerce will continue to transform payments and collections Panelists will share their futurist views of the payments and collections landscape
M Joe Hussey Managing Dir JP Morgan Treasury Services
W108 Cloud Enterprise Reporting mdash The FIRST FrontierCRYSTAL C-F | FOS IT
This session will explore cloud enterprise reporting Attendees will learn how to utilize the cloud to streamline external reporting by ingestion data centrally and then maximizing the utility of data to enhance integrity and inform management decisions
M Demek Adams Principal Grant Thornton LLP
W109 Annual Womenrsquos Forum Leading in Life and CareerCRYSTAL H | FOS PD
Empowered women are a cornerstone of effective government and a more competitive federal state and local workforce of the future Join this powerful annual convening of women leaders in accounting finance and technology as they discuss their journey and careers with high-impact and meaning
M Tracey Walker Natrsquol Dir Govt Affairs Culture Diversity and Inclusion RSM US LLP
W110 Federal Financial Standards Will We Get ThereGRAND 12-14 | FOS ACCG
Department of the Treasuryrsquos Office of Financial Innovation and Transformation (FIT) is defining federal financial standard references to promote innovation a common knowledge base and processes to improve interoperability of federal systems Join this session for an update on FITrsquos work and the expected benefits of this initiative
M Marshall Henry FM Program Manager Treasury Fiscal Service
1145 am ndash 1245 pm
National Awards LuncheonCYPRESS BALLROOM
1 ndash 2 pm
Financial Management Standards Board MeetingWASHINGTON
34 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1 ndash 215 pm
W111 Conducting Effective Assessments of Internal ControlsCRYSTAL K-L | FOS ACCG
This session will introduce participants to key concepts issues and standards necessary to design and implement policies to achieve the organizationrsquos objectives
M Sefton Boyars ConsultantTrainer Sefton Boyars CGFM CPA
W112 New Fraud Fighters Cryptocurrencies Blockchain and Secure TransactionsCRYSTAL C-F | FOS AUD
Government is inherently a transactional business From deeds to disbursements the quantity of documents governments maintain on paper and digital image continues to grow Criminals are abusing the current processes to commit fraud at an increasing rate Learn how you can use Blockchain to disrupt and combat fraud
M Jay Schulman Principal RSM US LLP
W113 Data Visualization mdash Using Geographic Information Systems as an Audit ToolGRAND 9-11 | FOS AUDG
Geographic Information Systems (GIS) are increasingly being utilized as a tool to present audit information Learn from experts on how recipients of government services using GIS provides a wealth of audit opportunities
M Gwendolyn Sewell Chief Mission Compliance and Audit ReadinessAccounting Air Force
W114 Finance 2020 Embracing the Changes to ComeCRYSTAL A-B | FOS MGMT
What is the role of CFOs and senior finance staff in this rapidly changing digital world This session will explore the evolution in the field from an expense control spreadsheet-driven and retrospective reporting center into a predictive analytics powerhouse
M Scott Quehl Sr Principal Accenture Federal Services
W115 Quality Management ConfrontationGRAND 12-14 | FOS MGMT
How do you optimize resources and maximize efficiency Join our panel of experts as they discuss various topics in performance management and answer questions such as ldquoHow is quality management implemented throughout an organizationrdquo and ldquoHow do you view and plan around resource allocationrdquo
M Wayne Ference Partner Castro amp Company LLC
W116 Enterprise Risk Management Stories from the Front LinesCRYSTAL H | FOS MGMT
For the past two years agencies have been working to implement the changes made to OMB A-123 This session will feature feedback from agency risk officers on whether ERM is living up to expectations
M Tom Carroll CFO AOC
AGA PDT 2018 | ORLANDO 35
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W117 Leadership Keys to SuccessCRYSTAL M-Q | FOS PD
Gain perspective from a senior leader in government about how you can make a difference in your organization This entertaining session will cover how to develop people build trust cultivate relationships and communicate more effectively Leadership is possible at any level of government
M Mary Peterman Dep Chief Finance and Procurement AOUSC
W118 Building an Optimal Analytics-Driven Program Integrity OfficeCANARY 1-2 | FOS MGMT
With the passage of the Fraud Reduction and DATA Act agencies are under increased pressure to have effective program integrity offices that leverage data analytics and focus on outcomes Hear best practices found from a comprehensive pilot project conducted at the VA
M Linda Miller Dir Grant Thornton LLP
W119 Competencies The Thread that BindsCANARY 3-4 | FOS HR
DoD like other agencies is required by law to develop functional competencies to use in strategic workforce planning The DoD FM community developed 24 enterprise-wide FM competencies Learn how these competencies serve as the thread which binds the FM workforce development portfolio into a coherent strategic plan which guides career development
M Jansen Sauvageau SVP PNC Bank
230 ndash 3 pm
AGA National President Gavel ExchangeCYPRESS BALLROOM
3 ndash 4 pm
W120 Closing Plenary Session Shift Your Brilliance Leading Amidst UncertaintyCYPRESS BALLROOM | FOS PD
This session will teach participants how to solve problems get out of the past and think like a leader of the future You will develop an enhanced sense of perspective understand where you shine and learn how to lead without a title to create effective change
Simon Bailey Author amp Inspirational Coach
M John Lynskey AGA 2018ndash2019 National President
6 ndash 11 pm
Presidentrsquos Appreciation ReceptionROYALSABALSAGO
Join us as we celebrate and thank 2017ndash2018 AGA National President Jim Arnette for his service and contributions to AGA and the financial management community
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
36 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
AGA PDT 2018 | ORLANDO 37
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
Please join us in thanking our sponsors for their generous support of AGArsquos 2018 Professional Development Training
PLATINUM SPONSORS
Accenture Federal ServicesVIRTUAL EXPERIENCE
Rowan MirandaManaging Dir CFO Advisory Practice Leadrowanamirandaaccenturefederalcomwwwaccenturefederalcom
Accenture Federal Services a wholly owned subsidiary of Accenture LLP is a US company with offices in Arlington Va Accenturersquos federal business has served every cabinet-level department and 30 of the largest federal organizations Accenture Federal Services transforms bold ideas into breakthrough outcomes for clients at defense intelligence public safety civilian and military health organizations
Grant Thornton LLPTOTE BAGS
Robert SheaPrincipal Global Public Sectorrobertsheausgtcomwwwgranthorntoncompublicsector
Grant Thornton LLP the US member firm of Grant Thornton International is one of six global accounting tax and business advisory organizations Our Global Public Sector based in Alexandria Va is a management consulting business providing responsive and innovative financial performance management and systems solutions to governments and international organizations
GOLD SPONSORS
CGIDIGITAL EXECUTIVE SESSION
Kevin GreerVP Mgmt Consulting KevinGreercgifederalcomwwwcgifederalcomusfederal
A global leader in IT business process and professional services CGI partners with federal agencies to provide end-to-end solutions for defense civilian and intelligence missions Since 1976 we have delivered quality services to help clients achieve results at every stage of the program product and business lifecycle
38 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CliftonLarsonAllenBADGE HOLDERS
Doreen ShuteManaging Principal Fed Govt SvcsDoreenShuteCLAconnectcomwwwCLAconnectcom
CLA is a professional services firm delivering integrated advisory outsourcing and public accounting capabilities to help clients succeed professionally and personally Our practice group members are recognized industry experts and established leaders in the government community We focus on active engagement in the industry a sentiment beyond meeting requirements and standards
DeloitteWATER BOTTLESHYDRATION STATIONS
Colin Duncan Managing Dircoduncandeloittecom wwwdeloittecomusfederal
Deloittersquos Government and Public Services practice consists of more than 12000 professionals across the country serving federal state and local government and higher education clients across consulting and advisory functions bring fresh perspective mdash from inside and outside government mdash to help solve our nationrsquos biggest challenges We bring insights from our client experience and research to drive bold and lasting results People Ideas Technology and Outcomes mdash all Designed for Impact
EYAGA EXECUTIVE SESSION
Bill ColbertPartner PI Financebillcolberteycomwwweycomgovpublicsector
The Government and Public Sector practice of Ernst amp Young LLP provides a full range of consulting and audit services leveraging our experience with both government and commercial clients We deliver real change and measurable results through our diverse high-performing teams operational know-how from across our global organization and bold ideas tailored to each clientrsquos unique mission
AGA PDT 2018 | ORLANDO 39
GOLD SPONSORS (continued)
GuidehouseMONDAY LUNCHEON
Christina VanecekMarketing Mgrcvanecekguidehousecomwwwguidehousecom
Guidehouse formerly PwC Public Sector provides management technology and risk consulting to clients around the world through more than 1600 professionals in 20 locations Now as Guidehouse we offer the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected
Kearney amp CompanyPHOTO BOOTH
Erika SteiningerPartneresteiningerkearneycocomwwwkearneycocom
Kearney amp Company a CPA and consulting firm exclusively serving the Federal Government takes pride in its ability to assist agencies in meeting business objectives and complying with complex requirements Practice areas include Financial Reporting and Accounting Support Internal ControlsA-123 Financial Services Financial Healthcare Services Advisory Services and Program Management
KPMG LLPHOST COMMITTEE SHIRTS MONDAY BREAKFAST
Diane DudleyPartner-in-Charge Fed Auditddudleykpmgcomwwwkpmgcom
For more than 100 years KPMG LLP has assisted the government in the civilian defense and intelligence sectors Today we help these organizations adapt to new environments by working with them to transform business models leverage data protect information assets and provide assurance services while focusing on their mission
40 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
CPAG Small Business CommitteeTUESDAY LUNCHEON
Dedicated members of AGArsquos Small Business Committee are proud to sponsor the 2018 PDT Tuesday Awards Luncheon Thank you to 2nd Wave Castro amp Co Immersion RMA Associates TFC Consulting Trilogy Federal and Watkins Government Services
Get Inspired During PDTthen submit your best practices to the Journal of Government Financial Management by Sept 1 2018
Learn more and view the 2018ndash2019 editorial calendar at wwwagacgfmorgjournal
SILVER SPONSORS
JP MorganTUESDAY BREAKFAST
Denise PetittaExec DirDenisePetittajpmorgancomwwwjpmorgancom
JP Morgan is a premier corporate and investment bank with a full suite of global financial services and capabilities Our clients include the worldrsquos most important corporations governments financial institutions pensions sovereign wealth organizations states and municipalities we offer strategic advice and deliver banking services in more than 100 countries
AGA PDT 2018 | ORLANDO 41
SILVER SPONSORS (continued)
RSM US LLPPDT APP amp WIFI
Mary GoldsmithFed Bus Dev Dirmarygoldsmithrsmuscomwwwrsmuscom
RSM US LLP provides risk financial and technology management consulting services to the public sector We are an inclusive enterprise and support AGA CPAG and Womenrsquos forum We help federal state and local entities improve performance through a comprehensive understanding of their business models internal processes objectives and daily realities
BRASS SPONSORS
Automation AnywhereSTANDING SIGN
Sharon OrsquoNeillHead of Americas Field Marketingsharononeillautomationanywherecom wwwautomationanywherecom
Automation Anywhere is the global leader in enterprise-grade comprehensive Robotic Process Automation software including Cognitive and real-time analytics Over 1000 of the worldrsquos largest brands use our platform to create and manage their Digital Workforce and scale their business processes faster with near-zero error rates while dramatically reducing operational costs
Crowe LLPTUESDAY AM COFFEE BREAK
Bert NeuhringRisk Consulting Partnerbertnuehringcrowecomwwwcrowecom
Crowe LLP is a public accounting consulting and technology firm with offices around the world Crowe uses its deep industry expertise to provide audit services to public and private entities The firm and its subsidiaries also help clients make smart decisions that lead to lasting value with its tax advisory risk and performance services
42 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
BRASS SPONSORS (continued)
MastercardMONDAY AFTERNOON COFFEE BREAK
MariBeth McCarthyVP Bus Leadermaribeth_mccarthymastercardcomwwwmastercardcom
Mastercard (NYSE MA) is a technology company in the global payments industry We operate the worldrsquos fastest payments-processing network connecting consumers financial institutions merchants governments and businesses in more than 210 countries and territories Mastercardrsquos products and solutions make everyday commerce activities easier more secure and more efficient for everyone
PNC BankDIRECTIONAL SIGNAGE
Lauren GradwellAccount MgrLaurengradwellpnccomwwwpnccomideas
PNC is one of the nationrsquos largest financial services organizations providing retail and business banking residential mortgage banking specialized services for corporations and government entities including corporate banking treasury management real estate finance asset-based lending wealth management and asset management We are focused on delivering ideas insight and solutions to our clients to help them maximize the value of their business
Williams AdleyMONDAY MORNING COFFEE BREAK
Melinda BuckBus Dev Leadmbuckwilliamsadleycomwwwwilliamsadleycom
Williams Adley is one of the countryrsquos premier certified public accounting and management consulting firms Our diverse knowledge backgrounds and subject-matter expertise help a wide variety of government agencies and businesses achieve their financial program and information technology goals
AGA PDT 2018 | ORLANDO 43
MEDIA SPONSORS
Government Matters
John Meyer Managing DirjmeyerGovMatterstv wwwGovMatterstv
Government Matters is a television news program dedicated to providing non-partisan information and analysis to federal managers contractors and those supporting the federal marketplace The program airs weeknights in Washington DC on NewsChannel 8 Sunday Mornings on ABC 7 and worldwide on the American Forces Network (AFN)
GOVERNING
Meg Keller Dir of Marketingmkellergoverningcomwwwgoverningcom
For 25 years GOVERNING has been the only publication dedicated to providing the information insight and inspiration state and local leaders need to govern effectively Subscriptions for most state and local government professionals are free as is attendance at most GOVERNING events
Route Fifty
Hilery Sirpis Publisherhsirpisgovexeccomwwwroutefiftycom
Route Fifty a new digital publication and events brand from Atlantic Mediarsquos Government Executive Media Group connects leaders and ideas advancing state and local governments with news insight and resources It facilitates sharing of best practices and ideas among those creating government programs policies and institutions for the 21st century
44 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Play AGArsquos Exhibitor Hunt and win big prizes
including FREE registration to an
upcoming AGA training event
View CPEs Earned
Visit httpsessions ats-leads comagapdt2018 and enter your badge number to view CPEs earned during PDT
Note Only CPEs earned from previous day(s) can be viewed
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VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
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MAIN
VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
MAINENTRANCE
Stop by PDT 2019 Booth 102
Relax RechargeGet a free massage
46 AGACGFM | PDT18
Exhibit Hall Floor Plan
Exhibitors by Booth Number
Company Name Booth
Infor 100 Bureau of the Fiscal Service 101Audimation Services 104American Society of Military Comptrollers 106Kearney Photo Booth 107Graduate School 108 Sehlke Consulting LLC 200Guidehouse 201Kforce Government Solutions Inc 202mLINQS LLC 203RSM US LLP 207GrantSolutions 209ACL Services Ltd 300Williams Adley 301CohnReznick Government 302AOC Solutions 303CGI Federal 306Virtual Experience with Accenture 307Savantage Solutions 308TeraThink Corporation 400Lynch Consultants LLC 401Interior Business Center 402GEHA 403
Company Name Booth
IFAS LLC 407TFC Consulting Inc 409Grant Thornton LLP 500RMA Associates LLC 501Castro amp Company LLC 503KPMG LLP 506AGA Community Service amp Silent Auction 507Kearney amp Company 600EY 601AGA 607J P Morgan 701FI Consulting 703CliftonLarsonAllen LLP 706MorganFranklin Consulting 707Becker Professional Education 709Management Concepts 800Qlik Tech Inc 801U S Army Financial Management Command 802The MIL Corporation 805Immersion Consulting 806Automation Anywhere 809
ACL Services LtdBOOTH 300wwwaclcom
ACL is a global software company with innovative solutions for public sector professionals to keep processes in check and provide higher levels of assurance through team-based analytic approaches ACLrsquos platform has helped over 250 government offices globally to bolster compliance manage risks and assure effective governance Learn more at our booth and wwwaclcom
AGABOOTH 607wwwagacgfmorg
AGA is the member organization for government financial management professionals We lead and encourage change that benefits our field and all citizens Our networking events professional certification publications and ongoing education help members build skills and advance their careers Learn about our thought-leadership library online tools CGFM designation and more
AGA PDT 2018 | ORLANDO 47
Exhibitor Appreciation AGA Corporate Partner
AGA Community Service amp Silent AuctionBOOTH 507
Buy tickets and bid for great prizes in our silent auction including gift certificates gift baskets sports memorabilia vacations and more Proceeds support AGArsquos National Community Service Fund the American Cancer Society the American Heart Association the Humane Society and Habitat for Humanity Winners posted daily present the winning ticket to claim your prize
AGA New Orleans ChapterBACK OF EXHIBIT HALLwwwagacgfmorgneworleans
Stop by our booth to learn more about New Orleans and plan your trip to PDT 2019 scheduled for July 21ndash24 2019 You might win a free PDT 2019 registration
American Society of Military Comptrollers BOOTH 106wwwasmconlineorg
ASMC is the non-profit educational and professional organization for persons military and civilian in the overall field of military comptrollership ASMC promotes the education and training of its members and supports the development and advancement of the military comptrollership profession The society provides professional programs to keep members abreast of current issues and encour-ages the exchange of information techniques and approaches
AOC SolutionsBOOTH 303wwwaocfederalsolutionscom
AOC Solutions Inc is a Service-Disabled Veteran-Owned Business providing financial management federal accounting audit readiness support and technology services AOC thought leaders are dedicated to helping agencies identify better ways to analyze accounting and financial data for cost reduction and increased efficiency
Audimation ServicesBOOTH 104wwwaudimationcom
Audimation Services Inc is the US distributor of CaseWare IDEAreg a powerful user-friendly data analytics software tool designed to help profes-sionals extend auditing capabilities detect fraud and meet documentation standards We specialize in helping organizations streamline audits simplify data acquisition and improve business processes
Automation Anywhere BOOTH 809
See write-up on page 42
Becker Professional EducationBOOTH 709wwwbeckercom
Do you need CPE for CGFMreg CPA or the new DoD FM Certification Come ask about our Government Family Offer Nearly half a million professionals have advanced their careers through our CPE programs including CPA Exam Review PMPreg Exam Review Cybersecurity Six Sigma and more And be sure to check out our new program for Certified Anti-Money Laundering Specialists (CAMS)
Bureau of the Fiscal ServiceBOOTH 101wwwfiscaltreasurygov
The Bureau of the Fiscal Service serves as a catalyst for transforming the way the federal government manages finances and delivers shared services Our passion is improving financial management and shared service delivery through efficient and effective operations and through guidance and assistance to others
48 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Castro amp Company LLCBOOTH 503www castroco com
Headquartered in Washington DC Castro amp Company is an audit advisory and accounting services CPA firm with a strong federal customer focus We are a Minority-Owned Small Business offering the personalized services of a small firm with the full resources and quality expected from a larger CPA firm
CGI FederalBOOTH 306
See write-up on page 38
CliftonLarsonAllen LLPBOOTH 706
See write-up on page 39
CohnReznick GovernmentBOOTH 302www cohnreznick com
CohnReznick Government provides audit accounting and financial management compliance risk and integrity monitoring program and project management and disaster response and recovery Our comprehensive project management approach provides clients with reliable processes and delivers accounting insights to help government organizations improve communication administer fiscal and operational strategies and meet compliance requirements
EYBOOTH 601
See write-up on page 39
FI ConsultingBOOTH 703www ficonsulting com
FI Consulting develops effective practical solutions to help federal agencies achieve their missions while operating efficiently managing risk and adapting to a changing policy environment We apply our core strengths in Data Analytics Modeling and Technology to gain program performance insight manage risk improve operations and better deliver mission
GEHABOOTH 403www geha com
GEHA provides medical and dental plans through the FEHB and FEDVIP programs for more than 18 million federal employees retirees and their families GEHA members receive year-round vision and hearing benefits plus other discounts For more information please stop by our booth or visit gehacom and gehadentalcom
Graduate SchoolBOOTH 108www graduateschool edu
Graduate School USA provides a wide range of learning opportunities in formats accessible to adult learners everywhere through training continuing education courses executive and leadership development and credit offerings For professionals in the government auditing and financial management community we offer a comprehensive curriculum taught by leading practitioners
Grant Thornton LLPBOOTH 500
See write-up on page 38
AGA PDT 2018 | ORLANDO 49
GrantSolutionsBOOTH 209www grantsolutions gov
GrantSolutions supports Federal agencies throughout the grants lifecycle mdash from pre-award planning through application award and closeout Our service finds solutions for shared mission needs across agencies while incorporating unique business and regulatory processes for grant programs GrantSolutions is an OMB-selected grants business leader providing end-to-end innovative grants management services dedicated to advancing the mission of Federal agencies
GuidehouseBOOTH 201
See write-up on page 40
IFAS LLCBOOTH 407www ifas-llc com
IFAS is an 8(a) Service-Disabled Veteran-Owned Small Business Woman-Owned Small Disadvan-taged Business providing Program Management Business and Finance Operations Integrated Logistics and IT Support Services to meet specific needs of our clients We provide geographically dispersed support available when and where you need us
Immersion ConsultingBOOTH 806www immersioninc com
Immersion Consulting a Service-Disabled Veteran-Owned Small Business headquartered in Annapolis Md provides business management and technology consulting to government nonprofit and commercial clients Founded in 2004 we specialize in program management financial management technology services and training Our mission provide clients with actionable business solutions that yield sustainable results
InforBOOTH 100www infor com
Infor Public Sector solutions streamline financial management across multiple systems With more than 25 years of public sector experience Infor helps you meet organization demands including budget and audit readiness performance management and financial control with flexible solution deployment options to help you operate more quickly and efficiently
Interior Business CenterBOOTH 402www doi govibc
The Interior Business Center one of several OMB-approved interagency shared-service providers offers acquisition financial manage-ment and HR under a fee-for-service full cost recovery business model By assisting multiple federal organizations IBC can leverage resources to share economies and efficiencies with external customers and our parent agency the US Department of the Interior
JP MorganBOOTH 701
See write-up on page 41
Kearney amp CompanyBOOTH 600
See write-up on page 40
Kforce Governnment Solutions IncBOOTH 202www kforcegov com
Kforce Government Solutions Inc (KGS) provides management and technology solutions to Federal Government and State and local agencies We deliver customized solutions across financial management organizational transformation and IT to solve our clientsrsquo most complex mission and business challenges KGS also offers the innovative TraumaFXreg line of medical training manikins
50 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
KPMG LLPBOOTH 506
See write-up on page 40
Lynch Consultants LLCBOOTH 401www lynchconsultants com
Lynch Consultants provides strategic financial and program advisory and assistance services to the federal government We partner with clients to deliver project management services financial and business support and strategic policy solutions for complex government programs Clients include numerous federal departments including DoD Navy Army VA HHS and HUD
Management ConceptsBOOTH 800www managementconcepts com
Management Concepts is a leading provider of professional development performance improve-ment and talent management solutions for the public sector Since 1973 we have collaborated with the federal government state and local offices non-profit organizations universities and corporations to enhance the performance of teams and organizations Follow us on Twitter Mgmt_Concepts
The MIL CorporationBOOTH 805www milcorp com
The MIL Corporation has grown steadily for 36 years and remains dedicated to excellence service and support across our four major service areas financial management and systems support information technology cyber security and systems and C4 engineering For more information please visit us at wwwmilcorpcom or on Facebook at httptinyurlcomFacebookMIL
mLINQS LLCBOOTH 203www mLINQS net
mLINQS a Service-Disabled Veteran-Owned Small Business founded in 2003 provides the govern-mentrsquos leading employee relocation management system and E-Gov travel (ETS2) consulting services Since 2004 mLINQS relocation system has automated relocations and tracked expenses for more than 30 agencies
MorganFranklin ConsultingBOOTH 707www morganfranklin com
MorganFranklin Consulting headquartered in McLean Va provides business consulting and technology solutions to public companies fast-growing private companies and US govern-ment agencies Third-party customer satisfaction surveys highlight the companyrsquos reputation for being hands-on flexible and skilled at bringing diverse groups together to complete projects on time and within budget
Qlik Tech IncBOOTH 801www qlik com
Qlikreg is the leading data analytics platform and the pioneer of user-driven business intelligence Its portfolio of cloud-based and on-premise solutions meets customersrsquo growing needs from reporting and self-service visual analysis to guided embedded and custom analytics regardless of where data is located
RMA Associates LLCBOOTH 501www rmafed com
RMA an SBA Certified 8(a) Small Business located in the Washington DC metropolitan area specializes in audit consulting and advisory
AGA PDT 2018 | ORLANDO 51
RSM US LLPBOOTH 207
See write-up on page 42
Savantage SolutionsBOOTH 308www savantage net
Savantage Solutions a CMMIreg Level 3 Rated and ISO 90012008 certified company is a leading provider of software development business consulting and program management support services One of only five vendors of financial management systems certified for federal use Savantage takes pride in its service excellence
Sehlke Consulting LLCBOOTH 200www sehlkeconsulting com
Founded in 2011 Sehlke Consulting is a Service-Disabled Veteran-Owned Small Business and Historically Underutilized Business Zone (HUBZone) firm based in Arlington Va We provide comprehensive leading solutions in Financial Management Acquisition Management Logistics and Supply Chain Management and National Security amp Defense Programs
TeraThink CorporationBOOTH 400www terathink com
TeraThink takes pride in the outstanding reputation we have earned over the past 15 years for delivering superior results to federal customers With expertise in agile development enterprise application technologies financial services and cloud solutions our delivery platform brings exceptional scale and value to support customersrsquo transformation business automation and mission-related goals Visit our booth and wwwTeraThinkcom for more information
TFC Consulting IncBOOTH 409www tfcci net
A licensed CPA firm Small Disadvantaged Business and ISO 9001_2015-certified enterprise TFC is the trusted partner of federal agencies facing complex financial management challenges Now celebrating 15 years of success and excellence in assisting clients TFC develops and implements comprehensive solutions to improve financial management environments and achieve operational efficiency
US Army Financial Management CommandBOOTH 802www facebook comUSAFMCOM
US Army Financial Management Command is responsible for the delivery of Army-wide Financial Management (FM) functions including Enterprise Resource Planning systems support audit and compliance support financial operations support and ERP business process standardization support and for providing operational oversight of Army field FM activities
Williams AdleyBOOTH 301
See write-up on page 43
Note The contents of this exhibitor list were compiled from information supplied by exhibitors While every effort has been made to ensure contents are correct AGA is unable to accept liability for errors or omissions or for any claims made by exhibitors
52 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AGA PDT 2018 | ORLANDO 53
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AIG Assistant Inspector GeneralAssoc AssociateAsst AssistantBus BusinessCEO Chief Executive OfficerCFO Chief Financial OfficerCIO Chief Information OfficerCo CountyComm CommitteeCOO Chief Operating OfficerCPAG Corporate Partner Advisory GroupDep DeputyDept DepartmentDev DevelopmentDir DirectorDiv DivisionEduc EducationERM Enterprise Risk ManagementExec ExecutiveFed FederalFM Financial ManagementGM General Manager Govt Government
Fields of Study See page 4 for list of Fields of Study
AOC Architect of the CapitolAOUSC Administrative Office of the
US CourtsCommerce US Department of CommerceDHHS US Department of Health
and Human ServicesDHS US Department of
Homeland SecurityDLA Defense Logistics AgencyDoD US Department of DefenseDoE US Department of EnergyDOI US Department of the InteriorDOJ US Department of JusticeDoS US Department of StateFASAB Federal Accounting Standards
Advisory BoardFiscal Service Bureau of the Fiscal ServiceFIT Office of Financial Innovation
and TransformationFMSB Financial Management Standards
BoardFTA Federal Transit Administration
HR Human ResourcesIG Inspector GeneralIT Information TechnologyMgmt ManagementMgr ManagerNatrsquol NationalOfc OfficePNP AGA Past National
PresidentPNT AGA Past National
TreasurerRPA Robotic Process
AutomationRVP Regional Vice PresidentSecrsquoy SecretarySME Subject Matter Expert Sr SeniorSvc ServiceSVP Senior Vice PresidentTech TechnicalUniv UniversityVP Vice President
GAO Government Accountability OfficeGASB Government Accounting Standards
BoardGSA US General Services
AdministrationHUD US Department of Housing
and Urban DevelopmentIRS Internal Revenue ServiceNASA National Aeronautics and Space
AdministrationNSF National Science FoundationOCFO Office of the Chief Financial OfficerOIG Office of Inspector GeneralOMB Office of Management and BudgetSBA Small Business AdministrationTreasury US Department of the TreasuryUSAID US Agency for International
DevelopmentUSDA US Department of AgricultureUSPTO US Patent and Trademark OfficeVA US Department of
Veteran Affairs
54 AGACGFM | PDT18
Glossary
MAIN CONVENTION CENTERSINGLE-LEVEL
REGISTRATION
CYBER LOUNGE
EX
HIB
IT H
ALL
PLENARY S
ESSIO
NS
AGA PDT 2018 | ORLANDO 55
Convention Center Floor Plans
圀䔀 䰀䤀匀吀䔀一 簀 圀䔀 䤀一一伀嘀䄀吀䔀 簀 圀䔀 䐀䔀䰀䤀嘀䔀刀
吀愀猀栀甀 吀爀椀瘀攀搀椀Ⰰ 倀爀攀猀椀搀攀渀琀䌀䔀伀 㜀㤀㐀 漀爀 琀琀爀椀瘀攀搀椀䀀琀昀挀挀椀渀攀琀
嘀椀猀椀琀 漀甀爀 眀攀戀猀椀琀攀 愀琀 眀眀眀琀昀挀挀椀渀攀琀
䘀漀爀 洀漀爀攀 椀渀昀漀爀洀愀琀椀漀渀 挀漀渀琀愀挀琀 吀䘀䌀
椀猀 琀栀攀 琀爀甀猀琀攀搀 瀀愀爀琀渀攀爀 昀漀爀 昀攀搀攀爀愀氀 愀最攀渀挀椀攀猀 琀栀愀琀愀爀攀 昀愀挀椀渀最 挀漀洀瀀氀攀砀 ǻ渀愀渀挀椀愀氀 洀愀渀愀最攀洀攀渀琀 挀栀愀氀氀攀渀最攀猀
吀䘀䌀 䌀漀渀猀甀氀琀椀渀最 䤀渀挀
뜀뜀
뜀뜀뜀뜀
䔀渀琀攀爀瀀爀椀猀攀 刀椀猀欀 䤀渀琀攀爀渀愀氀䌀漀渀琀爀漀氀猀 䄀搀瘀椀猀漀爀礀䤀洀瀀爀漀瀀攀爀 倀愀礀洀攀渀琀猀䴀攀愀猀甀爀攀洀攀渀琀 刀攀洀攀搀椀愀琀椀漀渀䘀椀渀愀渀挀椀愀氀 刀攀瀀漀爀琀椀渀最 䄀䄀挀挀漀甀渀琀椀渀最 伀瀀攀爀愀琀椀漀渀猀䘀椀渀愀渀挀椀愀氀 匀琀愀琀攀洀攀渀琀 䌀漀洀瀀氀椀愀渀挀攀 䄀甀搀椀琀䐀愀琀愀 䄀渀愀氀礀琀椀挀猀 伀瀀琀椀洀椀稀愀琀椀漀渀䤀吀 匀攀挀甀爀椀琀礀 刀攀瘀椀攀眀 䄀猀猀攀猀猀洀攀渀琀
伀甀爀 瘀愀氀甀攀ⴀ愀搀搀攀搀 猀攀爀瘀椀挀攀猀㨀
圀栀愀琀猀 礀漀甀爀 渀攀砀琀 洀漀瘀攀㼀
䴀愀渀礀 瀀愀琀栀猀Ⰰ 漀渀攀 挀漀爀爀攀挀琀 爀漀甀琀攀 䘀漀氀氀漀眀 吀䘀䌀 愀氀漀渀最 琀栀攀 爀漀甀琀攀 琀漀 猀甀挀挀攀猀猀 䘀椀爀猀琀 琀栀愀琀 挀漀爀爀攀挀琀氀礀
挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀
T123 AGArsquos Grant Survey Improving Grantee ComplianceGRAND 12-14 | FOS MGMT
Recognizing challenges with grantee compliance AGA conducted a nationwide survey of federal grant recipients on implementation issues related to the Uniform Guidance (2 CFR 200) This session will focus on strategies and activities to address the most troubling areas identified by respondents
M James McKay Principal SME Grants Management Line of Business KGS
T124 Agency Risk Profile Lessons Learned and ValueCANARY 1-2 | FOS MGMT
This session will focus on agenciesrsquo experience from their A-123 Risk Profile definition process This session will include discussion of lessons learned outcomes achieved and value created
M Daniella Datskovska Dir ERM and Internal Control TFC Consulting Inc
Helping you succeed is ours Learn more at KPMGcomusfederal
Anticipate tomorrow Deliver today
copy 2017 KPMG LLP a Delaware limited liability partnership and the US member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (ldquoKPMG Internationalrdquo) a Swiss entity Some of the services or offerings provided by KPMG LLP are not permissible for its audit clients or affiliates NDPPS 677263
Your business is serving the public
AGA PDT 2018 | ORLANDO 27
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T125 Conflict in the Workplace Surviving and ResolvingCRYSTAL M-Q | FOS PD
Explore the types and causes of conflict in the workplace Participants will learn how to handle and manage conflict in the workplace Experts will share techniques for dealing with co-workers supervisors and staff in various situations involving both positive and negative conflicts
M Peggy Javery Acting Assoc CFO USDA
T126 FASAB Update Leases and More to ComeCANARY 3-4 | FOS ACCG
Hear from FASAB staff about recently-issued standards open proposals and proposals under development FASAB staff will discuss implementation of the new standards Additionally insights regarding new developments will be shared along with tips to help you prepare
M Wendy Payne Exec Dir FASAB
105 ndash 325 pm
EXEC2 AGA Digital Executive Session (invitation only)GRAND 9-11 | FOS IT
Learn about emerging technologies that may soon change the way you support your organizationrsquos mission Understand priorities challenges issues and opportunities from government leaders Engage in a highly interactive and engaging discussion on the latest strategies for digital transformation and exchange ideas and solutions with colleagues that you can bring back to your organization
M Kevin Greer VP CGI Federal
235 ndash 325 pm
T127 Medicaid The Elephant in the RoomCANARY 3-4 | FOS ACCG
Medicaid is a critical service in the lives of millions of Americans It is also a major expense for both federal and state entities This session will explore the ways that federal managers and state auditors are collaborating to make sure that these allocated dollars are spent wisely
M Kinney Poynter Exec Dir NASACT
T128 Path to Auditability Implementing New FASAB StandardsCANARY 1-2 | FOS ACCG
This session will provide an understanding of SFFAS 48 Opening Balances for Inventory Operating Materials and Supplies Stockpile and SFFAS 50 Establishing Open Balances for General Property Plant and Equipment and discuss tips for successful implementation Additionally participants will hear about implementing the standards mdash including the pitfalls and best practices for success
M Eveka Rodriguez Partner Grant Thornton LLP
T129 Data Analytics for FraudCRYSTAL A-B | FOS AUDG
Proactive data monitoring and use of data analytics can prevent your entity from being subject to a public fraud This session will show attendees how proactive data analysis techniques and tools can save money prevent bad publicity and detect fraud faster with fewer resources
M Sarah Hays Programming Dir Data Coalition
28 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T130 Planning for Federal Funding DecreasesCRYSTAL C-F | FOS FIN
State and local governments federal funding sources are always in flux This session will feature a panel of state and local government leaders discussing what plans they have in place in the event of a reduction of federal funds
M Lealan Miller AGA FMSB Chair
T131 My Data Was Just BreachedCRYSTAL K-L | FOS IT
Access to data is key to effective analytics However with recent data breaches security standards around data transfer and storage have tightened This session discusses steps to follow to ensure secure handling of data in analytics programs
M Phil Magrogan COO Immersion Consulting
MAKES A DIFFERENCE
Find the six dierences in the two photos Present at booth 202 for your prize
2677 Prosperity Avenue Suite 100 Fairfax Virginia 22031 wwwkforcegovcom Kforce_govKGS
RISKMANAGEMENT
COMPLIANCE ampAUDIT SERVICES
GRANTSMANAGEMENT
FINANCIALIMPROVEMENT
FINANCIALTECHNOLOGY
AGA PDT 2018 | ORLANDO 29
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T132 Communicating Effectively Skills and TechniquesCRYSTAL M-Q | FOS COMS
Improve your communication skills with colleagues customers supervisors and staff mdash and learn how to adjust styles based on with whom you communicate verbally vocally and visually This interactive session will address the needs concerns and frustrations of communicating effectively in todayrsquos workplace
M Dave LeBlanc SVP-at-Large AGA
T133 The Presidentrsquos Management Agenda and the Uniform GuidanceCRYSTAL C-F | FOS MGMT
The Presidentrsquos Management Agenda (PMA) was released in March 2018 This session will discuss the PMA Cross Agency Priority (CAP) Goal 8 Results-Oriented Accountability for Grants This session will also discuss the connectivity between OMBrsquos Uniform Guidance the PMA and the future vision for the world of grants
M Charles Hester InstructorConsultant AGA RVPndashWest Coast Region
325 ndash 405 pm
Coffee Break with ExhibitorsROYALSABALSAGO
330 ndash 545 pm
Young Professionals RoundtableMIAMI | FOS PD
Hear what accomplished leaders deem essential success factors for young professionals in todayrsquos ever-changing and challenging government financial management environment Interactive QampA will focus on leadership networking communication mentorship advancement and change management Speed networking session immediately follows for participants
405 ndash 455 pm
T134 Uniform Guidance Year Three mdash What You Still Donrsquot KnowCANARY 1-2 | FOS AUDG
The Uniform Guidance has been in effect for more than three years yet there are still several aspects to implement This presentation will explore those topics as well as best practices identified over the past three years
M Lealan Miller AGA FMSB Chair
T135 Protect Taxpayer DollarsGRAND 12-14 | FOS AUDG
Government vendors have larger and more contractual requirements which can lead to greater need for vendor audits Join this session to explore how vendors are audited to make sure they provide the government with the full set of contracted services and ultimately protect taxpayer dollars
M Kim Farington CFO FirstNetHave session ideas
for PDT 2019Join the PDT technical
committee email meetingsagacgfmorg
30 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
ARE YOU READY
cohnreznickcomindustriespublic-sector
CohnReznick helps forward-thinking public sector organizations address stringent regulatory requirements strengthen risk managementand achieve their business goals
Visit Us at Booth 302
T136 Improving Federal Government Employee MoraleCRYSTAL M-Q | FOS HR
What resources are available in the federal government structure to keep employees engaged and satisfied Are there things that the finance community can and should be doing to support employee morale in their agencies This session will explore how government offices can make changes that can result in higher productivity and employee engagement
M Anthony Scardino Dep Under Secrsquoy and Dep Dir USPTO
T137 Process Robotics Building Finance Bots LIVECRYSTAL A-B | FOS IT
Hear from digital labor experts about how operations improvements with robotics and cognitive solutions can drive greater efficiency cost management and employee morale This session will also feature a live demo of digital labor currently in action at a federal agency
M Chris Huff US Public Sector RPA Lead Deloitte Consulting LLP
AGA PDT 2018 | ORLANDO 31
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T138 Be Our Guest Magical Service for Finance CustomersCRYSTAL C-F | FOS MGMT
Disney has legendary customer service Hear about the practices taught by the Disney Institute and learn how you can deliver world-class financial accounting and audit services in your own organization
M Reed Waller Asst Dir Financial Management Initiatives Group DOJ
T139 Next Generation Leaders New Skills and New NeedsCRYSTAL H | FOS PD
Much has been discussed about millennials in the workplace but what are the keys to building the younger generation into effective leaders This session will explore how their immersion in technology gives them strengths and challenges when taking on new responsibilities as leaders in the federal workplace
M Doreen Shute Managing Principal CliftonLarsonAllen LLP
T140 Program Evaluation mdash Letrsquos Tell the TruthCRYSTAL K-L | FOS MGMT
This session will discuss the benefits of conducting program evaluations to determine program effectiveness support data analyses and make informed budget decisions Hear from federal state and local representatives who have conducted program evaluations and learn how the results were used
M Robert Tuccillo CFO Federal Transit Administration
T141 Look No Further Intergovernmental Job Aids to the RescueGRAND 9-11 | FOS ACCG
Learn about available tools guides and job aids for all levels of government developed by AGArsquos Intergovernmental Partnership (IP) program During this session government leaders will showcase tools and other resources available on AGArsquos website (wwwagacgfmorgtools-resources)
M Clark Partridge State Controller AZ
405 ndash 530 pm
Corporate Partner Advisory Group (CPAG) MeetingNEW ORLEANS
CPAG representatives and those from organizations interested in joining the program are invited to participate in this annual business meeting This meeting is an excellent opportunity to network with other corporate partner representatives and learn how to maximize your organizationrsquos partnership with AGA
8 ndash 10 pm
AGA Networking ReceptionMARRIOTT HOTEL LOBBY BAR
Join us for some after-dinner networking and socializing
32 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
See description on page 14
630 am ndash 4 pm
Registration Open
715 ndash 815 am
National Awards BreakfastCYPRESS BALLROOM
820 ndash 910 am
W100 Plenary Session OMBTreasuryDoD UpdateCYPRESS BALLROOM | FOS ACCG
David Lebryk Fiscal Asst Secrsquoy Treasury
David Norquist Under Secrsquoy of Defense (Comptroller) CFO DoD
Tim Soltis Dep Controller OMB
M Ann Ebberts CEO AGA
910 ndash 10 am
W101 Plenary Session Innovate the Way You InnovateCYPRESS BALLROOM | FOS PD
Learn how to create a culture of innovation within your organization Mr Shapiro will highlight how to use a challenge-centered approach to measure innovation the process of experimentation and how to maximize return on investments
Stephen Shapiro Innovation Expert
10 ndash 1030 am
Coffee BreakCRYSTAL FOYER
1030 ndash 1145 am
W102 One on One with GASB mdash An UpdateGRAND 9-11 | FOS ACCG
Meet with members of the GASB to receive the most up-to-date information regarding GASB standards exposure drafts and other projects that affect governments and their auditors
M Lealan Miller AGA FMSB Chair
W103 DoD Audit UpdateCANARY 1-2 | FOS AUD
This session will focus on the major audit and financial improvement activities underway across DoD
M Bryan Nelms Principal Kearney amp Company
W104 Understanding and Using the New Service Organization Control ReportsCANARY 3-4 | FOS AUDG
This session will discuss the significant changes underlying the new service organization control reports issued under AT-C 320 (formerly SSAE 16)
M Asif Khan Dir FM and Assurance GAO
W105 Managing in the Changing Workplace EnvironmentCRYSTAL A-B | FOS HR
Hear about the techniques and tools available to managers to maintain a team-building environment with a significant number of employees teleworking
M Thalia Melendez Dir of Audit Svcs NY State Educ Dept
AGA PDT 2018 | ORLANDO 33
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W106 Data All Around Us mdash CFOrsquos Move to a New NormalCRYSTAL M-Q | FOS IT
Advanced data analytics have turned data into powerful insights to manage programs and enhance the citizen experience as never before This session will explore how the availability of data is changing the role of the CFO
M Jorge Asef-Sargent Partner KPMG LLP
W107 How Emerging Technologies Will Transform Payments and CollectionsCRYSTAL K-L | FOS IT
Payments and collections are fertile ground for emerging technologies Artificial intelligence robotics Blockchain big data and the continued digitization of commerce will continue to transform payments and collections Panelists will share their futurist views of the payments and collections landscape
M Joe Hussey Managing Dir JP Morgan Treasury Services
W108 Cloud Enterprise Reporting mdash The FIRST FrontierCRYSTAL C-F | FOS IT
This session will explore cloud enterprise reporting Attendees will learn how to utilize the cloud to streamline external reporting by ingestion data centrally and then maximizing the utility of data to enhance integrity and inform management decisions
M Demek Adams Principal Grant Thornton LLP
W109 Annual Womenrsquos Forum Leading in Life and CareerCRYSTAL H | FOS PD
Empowered women are a cornerstone of effective government and a more competitive federal state and local workforce of the future Join this powerful annual convening of women leaders in accounting finance and technology as they discuss their journey and careers with high-impact and meaning
M Tracey Walker Natrsquol Dir Govt Affairs Culture Diversity and Inclusion RSM US LLP
W110 Federal Financial Standards Will We Get ThereGRAND 12-14 | FOS ACCG
Department of the Treasuryrsquos Office of Financial Innovation and Transformation (FIT) is defining federal financial standard references to promote innovation a common knowledge base and processes to improve interoperability of federal systems Join this session for an update on FITrsquos work and the expected benefits of this initiative
M Marshall Henry FM Program Manager Treasury Fiscal Service
1145 am ndash 1245 pm
National Awards LuncheonCYPRESS BALLROOM
1 ndash 2 pm
Financial Management Standards Board MeetingWASHINGTON
34 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1 ndash 215 pm
W111 Conducting Effective Assessments of Internal ControlsCRYSTAL K-L | FOS ACCG
This session will introduce participants to key concepts issues and standards necessary to design and implement policies to achieve the organizationrsquos objectives
M Sefton Boyars ConsultantTrainer Sefton Boyars CGFM CPA
W112 New Fraud Fighters Cryptocurrencies Blockchain and Secure TransactionsCRYSTAL C-F | FOS AUD
Government is inherently a transactional business From deeds to disbursements the quantity of documents governments maintain on paper and digital image continues to grow Criminals are abusing the current processes to commit fraud at an increasing rate Learn how you can use Blockchain to disrupt and combat fraud
M Jay Schulman Principal RSM US LLP
W113 Data Visualization mdash Using Geographic Information Systems as an Audit ToolGRAND 9-11 | FOS AUDG
Geographic Information Systems (GIS) are increasingly being utilized as a tool to present audit information Learn from experts on how recipients of government services using GIS provides a wealth of audit opportunities
M Gwendolyn Sewell Chief Mission Compliance and Audit ReadinessAccounting Air Force
W114 Finance 2020 Embracing the Changes to ComeCRYSTAL A-B | FOS MGMT
What is the role of CFOs and senior finance staff in this rapidly changing digital world This session will explore the evolution in the field from an expense control spreadsheet-driven and retrospective reporting center into a predictive analytics powerhouse
M Scott Quehl Sr Principal Accenture Federal Services
W115 Quality Management ConfrontationGRAND 12-14 | FOS MGMT
How do you optimize resources and maximize efficiency Join our panel of experts as they discuss various topics in performance management and answer questions such as ldquoHow is quality management implemented throughout an organizationrdquo and ldquoHow do you view and plan around resource allocationrdquo
M Wayne Ference Partner Castro amp Company LLC
W116 Enterprise Risk Management Stories from the Front LinesCRYSTAL H | FOS MGMT
For the past two years agencies have been working to implement the changes made to OMB A-123 This session will feature feedback from agency risk officers on whether ERM is living up to expectations
M Tom Carroll CFO AOC
AGA PDT 2018 | ORLANDO 35
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W117 Leadership Keys to SuccessCRYSTAL M-Q | FOS PD
Gain perspective from a senior leader in government about how you can make a difference in your organization This entertaining session will cover how to develop people build trust cultivate relationships and communicate more effectively Leadership is possible at any level of government
M Mary Peterman Dep Chief Finance and Procurement AOUSC
W118 Building an Optimal Analytics-Driven Program Integrity OfficeCANARY 1-2 | FOS MGMT
With the passage of the Fraud Reduction and DATA Act agencies are under increased pressure to have effective program integrity offices that leverage data analytics and focus on outcomes Hear best practices found from a comprehensive pilot project conducted at the VA
M Linda Miller Dir Grant Thornton LLP
W119 Competencies The Thread that BindsCANARY 3-4 | FOS HR
DoD like other agencies is required by law to develop functional competencies to use in strategic workforce planning The DoD FM community developed 24 enterprise-wide FM competencies Learn how these competencies serve as the thread which binds the FM workforce development portfolio into a coherent strategic plan which guides career development
M Jansen Sauvageau SVP PNC Bank
230 ndash 3 pm
AGA National President Gavel ExchangeCYPRESS BALLROOM
3 ndash 4 pm
W120 Closing Plenary Session Shift Your Brilliance Leading Amidst UncertaintyCYPRESS BALLROOM | FOS PD
This session will teach participants how to solve problems get out of the past and think like a leader of the future You will develop an enhanced sense of perspective understand where you shine and learn how to lead without a title to create effective change
Simon Bailey Author amp Inspirational Coach
M John Lynskey AGA 2018ndash2019 National President
6 ndash 11 pm
Presidentrsquos Appreciation ReceptionROYALSABALSAGO
Join us as we celebrate and thank 2017ndash2018 AGA National President Jim Arnette for his service and contributions to AGA and the financial management community
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CMY
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PDT AD Brain 2018pdf 1 51618 217 PM
36 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
C
M
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CM
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CMY
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PDT AD Brain 2018pdf 1 51618 217 PM
AGA PDT 2018 | ORLANDO 37
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
Please join us in thanking our sponsors for their generous support of AGArsquos 2018 Professional Development Training
PLATINUM SPONSORS
Accenture Federal ServicesVIRTUAL EXPERIENCE
Rowan MirandaManaging Dir CFO Advisory Practice Leadrowanamirandaaccenturefederalcomwwwaccenturefederalcom
Accenture Federal Services a wholly owned subsidiary of Accenture LLP is a US company with offices in Arlington Va Accenturersquos federal business has served every cabinet-level department and 30 of the largest federal organizations Accenture Federal Services transforms bold ideas into breakthrough outcomes for clients at defense intelligence public safety civilian and military health organizations
Grant Thornton LLPTOTE BAGS
Robert SheaPrincipal Global Public Sectorrobertsheausgtcomwwwgranthorntoncompublicsector
Grant Thornton LLP the US member firm of Grant Thornton International is one of six global accounting tax and business advisory organizations Our Global Public Sector based in Alexandria Va is a management consulting business providing responsive and innovative financial performance management and systems solutions to governments and international organizations
GOLD SPONSORS
CGIDIGITAL EXECUTIVE SESSION
Kevin GreerVP Mgmt Consulting KevinGreercgifederalcomwwwcgifederalcomusfederal
A global leader in IT business process and professional services CGI partners with federal agencies to provide end-to-end solutions for defense civilian and intelligence missions Since 1976 we have delivered quality services to help clients achieve results at every stage of the program product and business lifecycle
38 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CliftonLarsonAllenBADGE HOLDERS
Doreen ShuteManaging Principal Fed Govt SvcsDoreenShuteCLAconnectcomwwwCLAconnectcom
CLA is a professional services firm delivering integrated advisory outsourcing and public accounting capabilities to help clients succeed professionally and personally Our practice group members are recognized industry experts and established leaders in the government community We focus on active engagement in the industry a sentiment beyond meeting requirements and standards
DeloitteWATER BOTTLESHYDRATION STATIONS
Colin Duncan Managing Dircoduncandeloittecom wwwdeloittecomusfederal
Deloittersquos Government and Public Services practice consists of more than 12000 professionals across the country serving federal state and local government and higher education clients across consulting and advisory functions bring fresh perspective mdash from inside and outside government mdash to help solve our nationrsquos biggest challenges We bring insights from our client experience and research to drive bold and lasting results People Ideas Technology and Outcomes mdash all Designed for Impact
EYAGA EXECUTIVE SESSION
Bill ColbertPartner PI Financebillcolberteycomwwweycomgovpublicsector
The Government and Public Sector practice of Ernst amp Young LLP provides a full range of consulting and audit services leveraging our experience with both government and commercial clients We deliver real change and measurable results through our diverse high-performing teams operational know-how from across our global organization and bold ideas tailored to each clientrsquos unique mission
AGA PDT 2018 | ORLANDO 39
GOLD SPONSORS (continued)
GuidehouseMONDAY LUNCHEON
Christina VanecekMarketing Mgrcvanecekguidehousecomwwwguidehousecom
Guidehouse formerly PwC Public Sector provides management technology and risk consulting to clients around the world through more than 1600 professionals in 20 locations Now as Guidehouse we offer the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected
Kearney amp CompanyPHOTO BOOTH
Erika SteiningerPartneresteiningerkearneycocomwwwkearneycocom
Kearney amp Company a CPA and consulting firm exclusively serving the Federal Government takes pride in its ability to assist agencies in meeting business objectives and complying with complex requirements Practice areas include Financial Reporting and Accounting Support Internal ControlsA-123 Financial Services Financial Healthcare Services Advisory Services and Program Management
KPMG LLPHOST COMMITTEE SHIRTS MONDAY BREAKFAST
Diane DudleyPartner-in-Charge Fed Auditddudleykpmgcomwwwkpmgcom
For more than 100 years KPMG LLP has assisted the government in the civilian defense and intelligence sectors Today we help these organizations adapt to new environments by working with them to transform business models leverage data protect information assets and provide assurance services while focusing on their mission
40 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
CPAG Small Business CommitteeTUESDAY LUNCHEON
Dedicated members of AGArsquos Small Business Committee are proud to sponsor the 2018 PDT Tuesday Awards Luncheon Thank you to 2nd Wave Castro amp Co Immersion RMA Associates TFC Consulting Trilogy Federal and Watkins Government Services
Get Inspired During PDTthen submit your best practices to the Journal of Government Financial Management by Sept 1 2018
Learn more and view the 2018ndash2019 editorial calendar at wwwagacgfmorgjournal
SILVER SPONSORS
JP MorganTUESDAY BREAKFAST
Denise PetittaExec DirDenisePetittajpmorgancomwwwjpmorgancom
JP Morgan is a premier corporate and investment bank with a full suite of global financial services and capabilities Our clients include the worldrsquos most important corporations governments financial institutions pensions sovereign wealth organizations states and municipalities we offer strategic advice and deliver banking services in more than 100 countries
AGA PDT 2018 | ORLANDO 41
SILVER SPONSORS (continued)
RSM US LLPPDT APP amp WIFI
Mary GoldsmithFed Bus Dev Dirmarygoldsmithrsmuscomwwwrsmuscom
RSM US LLP provides risk financial and technology management consulting services to the public sector We are an inclusive enterprise and support AGA CPAG and Womenrsquos forum We help federal state and local entities improve performance through a comprehensive understanding of their business models internal processes objectives and daily realities
BRASS SPONSORS
Automation AnywhereSTANDING SIGN
Sharon OrsquoNeillHead of Americas Field Marketingsharononeillautomationanywherecom wwwautomationanywherecom
Automation Anywhere is the global leader in enterprise-grade comprehensive Robotic Process Automation software including Cognitive and real-time analytics Over 1000 of the worldrsquos largest brands use our platform to create and manage their Digital Workforce and scale their business processes faster with near-zero error rates while dramatically reducing operational costs
Crowe LLPTUESDAY AM COFFEE BREAK
Bert NeuhringRisk Consulting Partnerbertnuehringcrowecomwwwcrowecom
Crowe LLP is a public accounting consulting and technology firm with offices around the world Crowe uses its deep industry expertise to provide audit services to public and private entities The firm and its subsidiaries also help clients make smart decisions that lead to lasting value with its tax advisory risk and performance services
42 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
BRASS SPONSORS (continued)
MastercardMONDAY AFTERNOON COFFEE BREAK
MariBeth McCarthyVP Bus Leadermaribeth_mccarthymastercardcomwwwmastercardcom
Mastercard (NYSE MA) is a technology company in the global payments industry We operate the worldrsquos fastest payments-processing network connecting consumers financial institutions merchants governments and businesses in more than 210 countries and territories Mastercardrsquos products and solutions make everyday commerce activities easier more secure and more efficient for everyone
PNC BankDIRECTIONAL SIGNAGE
Lauren GradwellAccount MgrLaurengradwellpnccomwwwpnccomideas
PNC is one of the nationrsquos largest financial services organizations providing retail and business banking residential mortgage banking specialized services for corporations and government entities including corporate banking treasury management real estate finance asset-based lending wealth management and asset management We are focused on delivering ideas insight and solutions to our clients to help them maximize the value of their business
Williams AdleyMONDAY MORNING COFFEE BREAK
Melinda BuckBus Dev Leadmbuckwilliamsadleycomwwwwilliamsadleycom
Williams Adley is one of the countryrsquos premier certified public accounting and management consulting firms Our diverse knowledge backgrounds and subject-matter expertise help a wide variety of government agencies and businesses achieve their financial program and information technology goals
AGA PDT 2018 | ORLANDO 43
MEDIA SPONSORS
Government Matters
John Meyer Managing DirjmeyerGovMatterstv wwwGovMatterstv
Government Matters is a television news program dedicated to providing non-partisan information and analysis to federal managers contractors and those supporting the federal marketplace The program airs weeknights in Washington DC on NewsChannel 8 Sunday Mornings on ABC 7 and worldwide on the American Forces Network (AFN)
GOVERNING
Meg Keller Dir of Marketingmkellergoverningcomwwwgoverningcom
For 25 years GOVERNING has been the only publication dedicated to providing the information insight and inspiration state and local leaders need to govern effectively Subscriptions for most state and local government professionals are free as is attendance at most GOVERNING events
Route Fifty
Hilery Sirpis Publisherhsirpisgovexeccomwwwroutefiftycom
Route Fifty a new digital publication and events brand from Atlantic Mediarsquos Government Executive Media Group connects leaders and ideas advancing state and local governments with news insight and resources It facilitates sharing of best practices and ideas among those creating government programs policies and institutions for the 21st century
44 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Play AGArsquos Exhibitor Hunt and win big prizes
including FREE registration to an
upcoming AGA training event
View CPEs Earned
Visit httpsessions ats-leads comagapdt2018 and enter your badge number to view CPEs earned during PDT
Note Only CPEs earned from previous day(s) can be viewed
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VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
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MAIN
VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
MAINENTRANCE
Stop by PDT 2019 Booth 102
Relax RechargeGet a free massage
46 AGACGFM | PDT18
Exhibit Hall Floor Plan
Exhibitors by Booth Number
Company Name Booth
Infor 100 Bureau of the Fiscal Service 101Audimation Services 104American Society of Military Comptrollers 106Kearney Photo Booth 107Graduate School 108 Sehlke Consulting LLC 200Guidehouse 201Kforce Government Solutions Inc 202mLINQS LLC 203RSM US LLP 207GrantSolutions 209ACL Services Ltd 300Williams Adley 301CohnReznick Government 302AOC Solutions 303CGI Federal 306Virtual Experience with Accenture 307Savantage Solutions 308TeraThink Corporation 400Lynch Consultants LLC 401Interior Business Center 402GEHA 403
Company Name Booth
IFAS LLC 407TFC Consulting Inc 409Grant Thornton LLP 500RMA Associates LLC 501Castro amp Company LLC 503KPMG LLP 506AGA Community Service amp Silent Auction 507Kearney amp Company 600EY 601AGA 607J P Morgan 701FI Consulting 703CliftonLarsonAllen LLP 706MorganFranklin Consulting 707Becker Professional Education 709Management Concepts 800Qlik Tech Inc 801U S Army Financial Management Command 802The MIL Corporation 805Immersion Consulting 806Automation Anywhere 809
ACL Services LtdBOOTH 300wwwaclcom
ACL is a global software company with innovative solutions for public sector professionals to keep processes in check and provide higher levels of assurance through team-based analytic approaches ACLrsquos platform has helped over 250 government offices globally to bolster compliance manage risks and assure effective governance Learn more at our booth and wwwaclcom
AGABOOTH 607wwwagacgfmorg
AGA is the member organization for government financial management professionals We lead and encourage change that benefits our field and all citizens Our networking events professional certification publications and ongoing education help members build skills and advance their careers Learn about our thought-leadership library online tools CGFM designation and more
AGA PDT 2018 | ORLANDO 47
Exhibitor Appreciation AGA Corporate Partner
AGA Community Service amp Silent AuctionBOOTH 507
Buy tickets and bid for great prizes in our silent auction including gift certificates gift baskets sports memorabilia vacations and more Proceeds support AGArsquos National Community Service Fund the American Cancer Society the American Heart Association the Humane Society and Habitat for Humanity Winners posted daily present the winning ticket to claim your prize
AGA New Orleans ChapterBACK OF EXHIBIT HALLwwwagacgfmorgneworleans
Stop by our booth to learn more about New Orleans and plan your trip to PDT 2019 scheduled for July 21ndash24 2019 You might win a free PDT 2019 registration
American Society of Military Comptrollers BOOTH 106wwwasmconlineorg
ASMC is the non-profit educational and professional organization for persons military and civilian in the overall field of military comptrollership ASMC promotes the education and training of its members and supports the development and advancement of the military comptrollership profession The society provides professional programs to keep members abreast of current issues and encour-ages the exchange of information techniques and approaches
AOC SolutionsBOOTH 303wwwaocfederalsolutionscom
AOC Solutions Inc is a Service-Disabled Veteran-Owned Business providing financial management federal accounting audit readiness support and technology services AOC thought leaders are dedicated to helping agencies identify better ways to analyze accounting and financial data for cost reduction and increased efficiency
Audimation ServicesBOOTH 104wwwaudimationcom
Audimation Services Inc is the US distributor of CaseWare IDEAreg a powerful user-friendly data analytics software tool designed to help profes-sionals extend auditing capabilities detect fraud and meet documentation standards We specialize in helping organizations streamline audits simplify data acquisition and improve business processes
Automation Anywhere BOOTH 809
See write-up on page 42
Becker Professional EducationBOOTH 709wwwbeckercom
Do you need CPE for CGFMreg CPA or the new DoD FM Certification Come ask about our Government Family Offer Nearly half a million professionals have advanced their careers through our CPE programs including CPA Exam Review PMPreg Exam Review Cybersecurity Six Sigma and more And be sure to check out our new program for Certified Anti-Money Laundering Specialists (CAMS)
Bureau of the Fiscal ServiceBOOTH 101wwwfiscaltreasurygov
The Bureau of the Fiscal Service serves as a catalyst for transforming the way the federal government manages finances and delivers shared services Our passion is improving financial management and shared service delivery through efficient and effective operations and through guidance and assistance to others
48 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Castro amp Company LLCBOOTH 503www castroco com
Headquartered in Washington DC Castro amp Company is an audit advisory and accounting services CPA firm with a strong federal customer focus We are a Minority-Owned Small Business offering the personalized services of a small firm with the full resources and quality expected from a larger CPA firm
CGI FederalBOOTH 306
See write-up on page 38
CliftonLarsonAllen LLPBOOTH 706
See write-up on page 39
CohnReznick GovernmentBOOTH 302www cohnreznick com
CohnReznick Government provides audit accounting and financial management compliance risk and integrity monitoring program and project management and disaster response and recovery Our comprehensive project management approach provides clients with reliable processes and delivers accounting insights to help government organizations improve communication administer fiscal and operational strategies and meet compliance requirements
EYBOOTH 601
See write-up on page 39
FI ConsultingBOOTH 703www ficonsulting com
FI Consulting develops effective practical solutions to help federal agencies achieve their missions while operating efficiently managing risk and adapting to a changing policy environment We apply our core strengths in Data Analytics Modeling and Technology to gain program performance insight manage risk improve operations and better deliver mission
GEHABOOTH 403www geha com
GEHA provides medical and dental plans through the FEHB and FEDVIP programs for more than 18 million federal employees retirees and their families GEHA members receive year-round vision and hearing benefits plus other discounts For more information please stop by our booth or visit gehacom and gehadentalcom
Graduate SchoolBOOTH 108www graduateschool edu
Graduate School USA provides a wide range of learning opportunities in formats accessible to adult learners everywhere through training continuing education courses executive and leadership development and credit offerings For professionals in the government auditing and financial management community we offer a comprehensive curriculum taught by leading practitioners
Grant Thornton LLPBOOTH 500
See write-up on page 38
AGA PDT 2018 | ORLANDO 49
GrantSolutionsBOOTH 209www grantsolutions gov
GrantSolutions supports Federal agencies throughout the grants lifecycle mdash from pre-award planning through application award and closeout Our service finds solutions for shared mission needs across agencies while incorporating unique business and regulatory processes for grant programs GrantSolutions is an OMB-selected grants business leader providing end-to-end innovative grants management services dedicated to advancing the mission of Federal agencies
GuidehouseBOOTH 201
See write-up on page 40
IFAS LLCBOOTH 407www ifas-llc com
IFAS is an 8(a) Service-Disabled Veteran-Owned Small Business Woman-Owned Small Disadvan-taged Business providing Program Management Business and Finance Operations Integrated Logistics and IT Support Services to meet specific needs of our clients We provide geographically dispersed support available when and where you need us
Immersion ConsultingBOOTH 806www immersioninc com
Immersion Consulting a Service-Disabled Veteran-Owned Small Business headquartered in Annapolis Md provides business management and technology consulting to government nonprofit and commercial clients Founded in 2004 we specialize in program management financial management technology services and training Our mission provide clients with actionable business solutions that yield sustainable results
InforBOOTH 100www infor com
Infor Public Sector solutions streamline financial management across multiple systems With more than 25 years of public sector experience Infor helps you meet organization demands including budget and audit readiness performance management and financial control with flexible solution deployment options to help you operate more quickly and efficiently
Interior Business CenterBOOTH 402www doi govibc
The Interior Business Center one of several OMB-approved interagency shared-service providers offers acquisition financial manage-ment and HR under a fee-for-service full cost recovery business model By assisting multiple federal organizations IBC can leverage resources to share economies and efficiencies with external customers and our parent agency the US Department of the Interior
JP MorganBOOTH 701
See write-up on page 41
Kearney amp CompanyBOOTH 600
See write-up on page 40
Kforce Governnment Solutions IncBOOTH 202www kforcegov com
Kforce Government Solutions Inc (KGS) provides management and technology solutions to Federal Government and State and local agencies We deliver customized solutions across financial management organizational transformation and IT to solve our clientsrsquo most complex mission and business challenges KGS also offers the innovative TraumaFXreg line of medical training manikins
50 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
KPMG LLPBOOTH 506
See write-up on page 40
Lynch Consultants LLCBOOTH 401www lynchconsultants com
Lynch Consultants provides strategic financial and program advisory and assistance services to the federal government We partner with clients to deliver project management services financial and business support and strategic policy solutions for complex government programs Clients include numerous federal departments including DoD Navy Army VA HHS and HUD
Management ConceptsBOOTH 800www managementconcepts com
Management Concepts is a leading provider of professional development performance improve-ment and talent management solutions for the public sector Since 1973 we have collaborated with the federal government state and local offices non-profit organizations universities and corporations to enhance the performance of teams and organizations Follow us on Twitter Mgmt_Concepts
The MIL CorporationBOOTH 805www milcorp com
The MIL Corporation has grown steadily for 36 years and remains dedicated to excellence service and support across our four major service areas financial management and systems support information technology cyber security and systems and C4 engineering For more information please visit us at wwwmilcorpcom or on Facebook at httptinyurlcomFacebookMIL
mLINQS LLCBOOTH 203www mLINQS net
mLINQS a Service-Disabled Veteran-Owned Small Business founded in 2003 provides the govern-mentrsquos leading employee relocation management system and E-Gov travel (ETS2) consulting services Since 2004 mLINQS relocation system has automated relocations and tracked expenses for more than 30 agencies
MorganFranklin ConsultingBOOTH 707www morganfranklin com
MorganFranklin Consulting headquartered in McLean Va provides business consulting and technology solutions to public companies fast-growing private companies and US govern-ment agencies Third-party customer satisfaction surveys highlight the companyrsquos reputation for being hands-on flexible and skilled at bringing diverse groups together to complete projects on time and within budget
Qlik Tech IncBOOTH 801www qlik com
Qlikreg is the leading data analytics platform and the pioneer of user-driven business intelligence Its portfolio of cloud-based and on-premise solutions meets customersrsquo growing needs from reporting and self-service visual analysis to guided embedded and custom analytics regardless of where data is located
RMA Associates LLCBOOTH 501www rmafed com
RMA an SBA Certified 8(a) Small Business located in the Washington DC metropolitan area specializes in audit consulting and advisory
AGA PDT 2018 | ORLANDO 51
RSM US LLPBOOTH 207
See write-up on page 42
Savantage SolutionsBOOTH 308www savantage net
Savantage Solutions a CMMIreg Level 3 Rated and ISO 90012008 certified company is a leading provider of software development business consulting and program management support services One of only five vendors of financial management systems certified for federal use Savantage takes pride in its service excellence
Sehlke Consulting LLCBOOTH 200www sehlkeconsulting com
Founded in 2011 Sehlke Consulting is a Service-Disabled Veteran-Owned Small Business and Historically Underutilized Business Zone (HUBZone) firm based in Arlington Va We provide comprehensive leading solutions in Financial Management Acquisition Management Logistics and Supply Chain Management and National Security amp Defense Programs
TeraThink CorporationBOOTH 400www terathink com
TeraThink takes pride in the outstanding reputation we have earned over the past 15 years for delivering superior results to federal customers With expertise in agile development enterprise application technologies financial services and cloud solutions our delivery platform brings exceptional scale and value to support customersrsquo transformation business automation and mission-related goals Visit our booth and wwwTeraThinkcom for more information
TFC Consulting IncBOOTH 409www tfcci net
A licensed CPA firm Small Disadvantaged Business and ISO 9001_2015-certified enterprise TFC is the trusted partner of federal agencies facing complex financial management challenges Now celebrating 15 years of success and excellence in assisting clients TFC develops and implements comprehensive solutions to improve financial management environments and achieve operational efficiency
US Army Financial Management CommandBOOTH 802www facebook comUSAFMCOM
US Army Financial Management Command is responsible for the delivery of Army-wide Financial Management (FM) functions including Enterprise Resource Planning systems support audit and compliance support financial operations support and ERP business process standardization support and for providing operational oversight of Army field FM activities
Williams AdleyBOOTH 301
See write-up on page 43
Note The contents of this exhibitor list were compiled from information supplied by exhibitors While every effort has been made to ensure contents are correct AGA is unable to accept liability for errors or omissions or for any claims made by exhibitors
52 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AGA PDT 2018 | ORLANDO 53
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AIG Assistant Inspector GeneralAssoc AssociateAsst AssistantBus BusinessCEO Chief Executive OfficerCFO Chief Financial OfficerCIO Chief Information OfficerCo CountyComm CommitteeCOO Chief Operating OfficerCPAG Corporate Partner Advisory GroupDep DeputyDept DepartmentDev DevelopmentDir DirectorDiv DivisionEduc EducationERM Enterprise Risk ManagementExec ExecutiveFed FederalFM Financial ManagementGM General Manager Govt Government
Fields of Study See page 4 for list of Fields of Study
AOC Architect of the CapitolAOUSC Administrative Office of the
US CourtsCommerce US Department of CommerceDHHS US Department of Health
and Human ServicesDHS US Department of
Homeland SecurityDLA Defense Logistics AgencyDoD US Department of DefenseDoE US Department of EnergyDOI US Department of the InteriorDOJ US Department of JusticeDoS US Department of StateFASAB Federal Accounting Standards
Advisory BoardFiscal Service Bureau of the Fiscal ServiceFIT Office of Financial Innovation
and TransformationFMSB Financial Management Standards
BoardFTA Federal Transit Administration
HR Human ResourcesIG Inspector GeneralIT Information TechnologyMgmt ManagementMgr ManagerNatrsquol NationalOfc OfficePNP AGA Past National
PresidentPNT AGA Past National
TreasurerRPA Robotic Process
AutomationRVP Regional Vice PresidentSecrsquoy SecretarySME Subject Matter Expert Sr SeniorSvc ServiceSVP Senior Vice PresidentTech TechnicalUniv UniversityVP Vice President
GAO Government Accountability OfficeGASB Government Accounting Standards
BoardGSA US General Services
AdministrationHUD US Department of Housing
and Urban DevelopmentIRS Internal Revenue ServiceNASA National Aeronautics and Space
AdministrationNSF National Science FoundationOCFO Office of the Chief Financial OfficerOIG Office of Inspector GeneralOMB Office of Management and BudgetSBA Small Business AdministrationTreasury US Department of the TreasuryUSAID US Agency for International
DevelopmentUSDA US Department of AgricultureUSPTO US Patent and Trademark OfficeVA US Department of
Veteran Affairs
54 AGACGFM | PDT18
Glossary
MAIN CONVENTION CENTERSINGLE-LEVEL
REGISTRATION
CYBER LOUNGE
EX
HIB
IT H
ALL
PLENARY S
ESSIO
NS
AGA PDT 2018 | ORLANDO 55
Convention Center Floor Plans
圀䔀 䰀䤀匀吀䔀一 簀 圀䔀 䤀一一伀嘀䄀吀䔀 簀 圀䔀 䐀䔀䰀䤀嘀䔀刀
吀愀猀栀甀 吀爀椀瘀攀搀椀Ⰰ 倀爀攀猀椀搀攀渀琀䌀䔀伀 㜀㤀㐀 漀爀 琀琀爀椀瘀攀搀椀䀀琀昀挀挀椀渀攀琀
嘀椀猀椀琀 漀甀爀 眀攀戀猀椀琀攀 愀琀 眀眀眀琀昀挀挀椀渀攀琀
䘀漀爀 洀漀爀攀 椀渀昀漀爀洀愀琀椀漀渀 挀漀渀琀愀挀琀 吀䘀䌀
椀猀 琀栀攀 琀爀甀猀琀攀搀 瀀愀爀琀渀攀爀 昀漀爀 昀攀搀攀爀愀氀 愀最攀渀挀椀攀猀 琀栀愀琀愀爀攀 昀愀挀椀渀最 挀漀洀瀀氀攀砀 ǻ渀愀渀挀椀愀氀 洀愀渀愀最攀洀攀渀琀 挀栀愀氀氀攀渀最攀猀
吀䘀䌀 䌀漀渀猀甀氀琀椀渀最 䤀渀挀
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䔀渀琀攀爀瀀爀椀猀攀 刀椀猀欀 䤀渀琀攀爀渀愀氀䌀漀渀琀爀漀氀猀 䄀搀瘀椀猀漀爀礀䤀洀瀀爀漀瀀攀爀 倀愀礀洀攀渀琀猀䴀攀愀猀甀爀攀洀攀渀琀 刀攀洀攀搀椀愀琀椀漀渀䘀椀渀愀渀挀椀愀氀 刀攀瀀漀爀琀椀渀最 䄀䄀挀挀漀甀渀琀椀渀最 伀瀀攀爀愀琀椀漀渀猀䘀椀渀愀渀挀椀愀氀 匀琀愀琀攀洀攀渀琀 䌀漀洀瀀氀椀愀渀挀攀 䄀甀搀椀琀䐀愀琀愀 䄀渀愀氀礀琀椀挀猀 伀瀀琀椀洀椀稀愀琀椀漀渀䤀吀 匀攀挀甀爀椀琀礀 刀攀瘀椀攀眀 䄀猀猀攀猀猀洀攀渀琀
伀甀爀 瘀愀氀甀攀ⴀ愀搀搀攀搀 猀攀爀瘀椀挀攀猀㨀
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挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀
T125 Conflict in the Workplace Surviving and ResolvingCRYSTAL M-Q | FOS PD
Explore the types and causes of conflict in the workplace Participants will learn how to handle and manage conflict in the workplace Experts will share techniques for dealing with co-workers supervisors and staff in various situations involving both positive and negative conflicts
M Peggy Javery Acting Assoc CFO USDA
T126 FASAB Update Leases and More to ComeCANARY 3-4 | FOS ACCG
Hear from FASAB staff about recently-issued standards open proposals and proposals under development FASAB staff will discuss implementation of the new standards Additionally insights regarding new developments will be shared along with tips to help you prepare
M Wendy Payne Exec Dir FASAB
105 ndash 325 pm
EXEC2 AGA Digital Executive Session (invitation only)GRAND 9-11 | FOS IT
Learn about emerging technologies that may soon change the way you support your organizationrsquos mission Understand priorities challenges issues and opportunities from government leaders Engage in a highly interactive and engaging discussion on the latest strategies for digital transformation and exchange ideas and solutions with colleagues that you can bring back to your organization
M Kevin Greer VP CGI Federal
235 ndash 325 pm
T127 Medicaid The Elephant in the RoomCANARY 3-4 | FOS ACCG
Medicaid is a critical service in the lives of millions of Americans It is also a major expense for both federal and state entities This session will explore the ways that federal managers and state auditors are collaborating to make sure that these allocated dollars are spent wisely
M Kinney Poynter Exec Dir NASACT
T128 Path to Auditability Implementing New FASAB StandardsCANARY 1-2 | FOS ACCG
This session will provide an understanding of SFFAS 48 Opening Balances for Inventory Operating Materials and Supplies Stockpile and SFFAS 50 Establishing Open Balances for General Property Plant and Equipment and discuss tips for successful implementation Additionally participants will hear about implementing the standards mdash including the pitfalls and best practices for success
M Eveka Rodriguez Partner Grant Thornton LLP
T129 Data Analytics for FraudCRYSTAL A-B | FOS AUDG
Proactive data monitoring and use of data analytics can prevent your entity from being subject to a public fraud This session will show attendees how proactive data analysis techniques and tools can save money prevent bad publicity and detect fraud faster with fewer resources
M Sarah Hays Programming Dir Data Coalition
28 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
T130 Planning for Federal Funding DecreasesCRYSTAL C-F | FOS FIN
State and local governments federal funding sources are always in flux This session will feature a panel of state and local government leaders discussing what plans they have in place in the event of a reduction of federal funds
M Lealan Miller AGA FMSB Chair
T131 My Data Was Just BreachedCRYSTAL K-L | FOS IT
Access to data is key to effective analytics However with recent data breaches security standards around data transfer and storage have tightened This session discusses steps to follow to ensure secure handling of data in analytics programs
M Phil Magrogan COO Immersion Consulting
MAKES A DIFFERENCE
Find the six dierences in the two photos Present at booth 202 for your prize
2677 Prosperity Avenue Suite 100 Fairfax Virginia 22031 wwwkforcegovcom Kforce_govKGS
RISKMANAGEMENT
COMPLIANCE ampAUDIT SERVICES
GRANTSMANAGEMENT
FINANCIALIMPROVEMENT
FINANCIALTECHNOLOGY
AGA PDT 2018 | ORLANDO 29
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T132 Communicating Effectively Skills and TechniquesCRYSTAL M-Q | FOS COMS
Improve your communication skills with colleagues customers supervisors and staff mdash and learn how to adjust styles based on with whom you communicate verbally vocally and visually This interactive session will address the needs concerns and frustrations of communicating effectively in todayrsquos workplace
M Dave LeBlanc SVP-at-Large AGA
T133 The Presidentrsquos Management Agenda and the Uniform GuidanceCRYSTAL C-F | FOS MGMT
The Presidentrsquos Management Agenda (PMA) was released in March 2018 This session will discuss the PMA Cross Agency Priority (CAP) Goal 8 Results-Oriented Accountability for Grants This session will also discuss the connectivity between OMBrsquos Uniform Guidance the PMA and the future vision for the world of grants
M Charles Hester InstructorConsultant AGA RVPndashWest Coast Region
325 ndash 405 pm
Coffee Break with ExhibitorsROYALSABALSAGO
330 ndash 545 pm
Young Professionals RoundtableMIAMI | FOS PD
Hear what accomplished leaders deem essential success factors for young professionals in todayrsquos ever-changing and challenging government financial management environment Interactive QampA will focus on leadership networking communication mentorship advancement and change management Speed networking session immediately follows for participants
405 ndash 455 pm
T134 Uniform Guidance Year Three mdash What You Still Donrsquot KnowCANARY 1-2 | FOS AUDG
The Uniform Guidance has been in effect for more than three years yet there are still several aspects to implement This presentation will explore those topics as well as best practices identified over the past three years
M Lealan Miller AGA FMSB Chair
T135 Protect Taxpayer DollarsGRAND 12-14 | FOS AUDG
Government vendors have larger and more contractual requirements which can lead to greater need for vendor audits Join this session to explore how vendors are audited to make sure they provide the government with the full set of contracted services and ultimately protect taxpayer dollars
M Kim Farington CFO FirstNetHave session ideas
for PDT 2019Join the PDT technical
committee email meetingsagacgfmorg
30 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
ARE YOU READY
cohnreznickcomindustriespublic-sector
CohnReznick helps forward-thinking public sector organizations address stringent regulatory requirements strengthen risk managementand achieve their business goals
Visit Us at Booth 302
T136 Improving Federal Government Employee MoraleCRYSTAL M-Q | FOS HR
What resources are available in the federal government structure to keep employees engaged and satisfied Are there things that the finance community can and should be doing to support employee morale in their agencies This session will explore how government offices can make changes that can result in higher productivity and employee engagement
M Anthony Scardino Dep Under Secrsquoy and Dep Dir USPTO
T137 Process Robotics Building Finance Bots LIVECRYSTAL A-B | FOS IT
Hear from digital labor experts about how operations improvements with robotics and cognitive solutions can drive greater efficiency cost management and employee morale This session will also feature a live demo of digital labor currently in action at a federal agency
M Chris Huff US Public Sector RPA Lead Deloitte Consulting LLP
AGA PDT 2018 | ORLANDO 31
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T138 Be Our Guest Magical Service for Finance CustomersCRYSTAL C-F | FOS MGMT
Disney has legendary customer service Hear about the practices taught by the Disney Institute and learn how you can deliver world-class financial accounting and audit services in your own organization
M Reed Waller Asst Dir Financial Management Initiatives Group DOJ
T139 Next Generation Leaders New Skills and New NeedsCRYSTAL H | FOS PD
Much has been discussed about millennials in the workplace but what are the keys to building the younger generation into effective leaders This session will explore how their immersion in technology gives them strengths and challenges when taking on new responsibilities as leaders in the federal workplace
M Doreen Shute Managing Principal CliftonLarsonAllen LLP
T140 Program Evaluation mdash Letrsquos Tell the TruthCRYSTAL K-L | FOS MGMT
This session will discuss the benefits of conducting program evaluations to determine program effectiveness support data analyses and make informed budget decisions Hear from federal state and local representatives who have conducted program evaluations and learn how the results were used
M Robert Tuccillo CFO Federal Transit Administration
T141 Look No Further Intergovernmental Job Aids to the RescueGRAND 9-11 | FOS ACCG
Learn about available tools guides and job aids for all levels of government developed by AGArsquos Intergovernmental Partnership (IP) program During this session government leaders will showcase tools and other resources available on AGArsquos website (wwwagacgfmorgtools-resources)
M Clark Partridge State Controller AZ
405 ndash 530 pm
Corporate Partner Advisory Group (CPAG) MeetingNEW ORLEANS
CPAG representatives and those from organizations interested in joining the program are invited to participate in this annual business meeting This meeting is an excellent opportunity to network with other corporate partner representatives and learn how to maximize your organizationrsquos partnership with AGA
8 ndash 10 pm
AGA Networking ReceptionMARRIOTT HOTEL LOBBY BAR
Join us for some after-dinner networking and socializing
32 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
See description on page 14
630 am ndash 4 pm
Registration Open
715 ndash 815 am
National Awards BreakfastCYPRESS BALLROOM
820 ndash 910 am
W100 Plenary Session OMBTreasuryDoD UpdateCYPRESS BALLROOM | FOS ACCG
David Lebryk Fiscal Asst Secrsquoy Treasury
David Norquist Under Secrsquoy of Defense (Comptroller) CFO DoD
Tim Soltis Dep Controller OMB
M Ann Ebberts CEO AGA
910 ndash 10 am
W101 Plenary Session Innovate the Way You InnovateCYPRESS BALLROOM | FOS PD
Learn how to create a culture of innovation within your organization Mr Shapiro will highlight how to use a challenge-centered approach to measure innovation the process of experimentation and how to maximize return on investments
Stephen Shapiro Innovation Expert
10 ndash 1030 am
Coffee BreakCRYSTAL FOYER
1030 ndash 1145 am
W102 One on One with GASB mdash An UpdateGRAND 9-11 | FOS ACCG
Meet with members of the GASB to receive the most up-to-date information regarding GASB standards exposure drafts and other projects that affect governments and their auditors
M Lealan Miller AGA FMSB Chair
W103 DoD Audit UpdateCANARY 1-2 | FOS AUD
This session will focus on the major audit and financial improvement activities underway across DoD
M Bryan Nelms Principal Kearney amp Company
W104 Understanding and Using the New Service Organization Control ReportsCANARY 3-4 | FOS AUDG
This session will discuss the significant changes underlying the new service organization control reports issued under AT-C 320 (formerly SSAE 16)
M Asif Khan Dir FM and Assurance GAO
W105 Managing in the Changing Workplace EnvironmentCRYSTAL A-B | FOS HR
Hear about the techniques and tools available to managers to maintain a team-building environment with a significant number of employees teleworking
M Thalia Melendez Dir of Audit Svcs NY State Educ Dept
AGA PDT 2018 | ORLANDO 33
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W106 Data All Around Us mdash CFOrsquos Move to a New NormalCRYSTAL M-Q | FOS IT
Advanced data analytics have turned data into powerful insights to manage programs and enhance the citizen experience as never before This session will explore how the availability of data is changing the role of the CFO
M Jorge Asef-Sargent Partner KPMG LLP
W107 How Emerging Technologies Will Transform Payments and CollectionsCRYSTAL K-L | FOS IT
Payments and collections are fertile ground for emerging technologies Artificial intelligence robotics Blockchain big data and the continued digitization of commerce will continue to transform payments and collections Panelists will share their futurist views of the payments and collections landscape
M Joe Hussey Managing Dir JP Morgan Treasury Services
W108 Cloud Enterprise Reporting mdash The FIRST FrontierCRYSTAL C-F | FOS IT
This session will explore cloud enterprise reporting Attendees will learn how to utilize the cloud to streamline external reporting by ingestion data centrally and then maximizing the utility of data to enhance integrity and inform management decisions
M Demek Adams Principal Grant Thornton LLP
W109 Annual Womenrsquos Forum Leading in Life and CareerCRYSTAL H | FOS PD
Empowered women are a cornerstone of effective government and a more competitive federal state and local workforce of the future Join this powerful annual convening of women leaders in accounting finance and technology as they discuss their journey and careers with high-impact and meaning
M Tracey Walker Natrsquol Dir Govt Affairs Culture Diversity and Inclusion RSM US LLP
W110 Federal Financial Standards Will We Get ThereGRAND 12-14 | FOS ACCG
Department of the Treasuryrsquos Office of Financial Innovation and Transformation (FIT) is defining federal financial standard references to promote innovation a common knowledge base and processes to improve interoperability of federal systems Join this session for an update on FITrsquos work and the expected benefits of this initiative
M Marshall Henry FM Program Manager Treasury Fiscal Service
1145 am ndash 1245 pm
National Awards LuncheonCYPRESS BALLROOM
1 ndash 2 pm
Financial Management Standards Board MeetingWASHINGTON
34 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1 ndash 215 pm
W111 Conducting Effective Assessments of Internal ControlsCRYSTAL K-L | FOS ACCG
This session will introduce participants to key concepts issues and standards necessary to design and implement policies to achieve the organizationrsquos objectives
M Sefton Boyars ConsultantTrainer Sefton Boyars CGFM CPA
W112 New Fraud Fighters Cryptocurrencies Blockchain and Secure TransactionsCRYSTAL C-F | FOS AUD
Government is inherently a transactional business From deeds to disbursements the quantity of documents governments maintain on paper and digital image continues to grow Criminals are abusing the current processes to commit fraud at an increasing rate Learn how you can use Blockchain to disrupt and combat fraud
M Jay Schulman Principal RSM US LLP
W113 Data Visualization mdash Using Geographic Information Systems as an Audit ToolGRAND 9-11 | FOS AUDG
Geographic Information Systems (GIS) are increasingly being utilized as a tool to present audit information Learn from experts on how recipients of government services using GIS provides a wealth of audit opportunities
M Gwendolyn Sewell Chief Mission Compliance and Audit ReadinessAccounting Air Force
W114 Finance 2020 Embracing the Changes to ComeCRYSTAL A-B | FOS MGMT
What is the role of CFOs and senior finance staff in this rapidly changing digital world This session will explore the evolution in the field from an expense control spreadsheet-driven and retrospective reporting center into a predictive analytics powerhouse
M Scott Quehl Sr Principal Accenture Federal Services
W115 Quality Management ConfrontationGRAND 12-14 | FOS MGMT
How do you optimize resources and maximize efficiency Join our panel of experts as they discuss various topics in performance management and answer questions such as ldquoHow is quality management implemented throughout an organizationrdquo and ldquoHow do you view and plan around resource allocationrdquo
M Wayne Ference Partner Castro amp Company LLC
W116 Enterprise Risk Management Stories from the Front LinesCRYSTAL H | FOS MGMT
For the past two years agencies have been working to implement the changes made to OMB A-123 This session will feature feedback from agency risk officers on whether ERM is living up to expectations
M Tom Carroll CFO AOC
AGA PDT 2018 | ORLANDO 35
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W117 Leadership Keys to SuccessCRYSTAL M-Q | FOS PD
Gain perspective from a senior leader in government about how you can make a difference in your organization This entertaining session will cover how to develop people build trust cultivate relationships and communicate more effectively Leadership is possible at any level of government
M Mary Peterman Dep Chief Finance and Procurement AOUSC
W118 Building an Optimal Analytics-Driven Program Integrity OfficeCANARY 1-2 | FOS MGMT
With the passage of the Fraud Reduction and DATA Act agencies are under increased pressure to have effective program integrity offices that leverage data analytics and focus on outcomes Hear best practices found from a comprehensive pilot project conducted at the VA
M Linda Miller Dir Grant Thornton LLP
W119 Competencies The Thread that BindsCANARY 3-4 | FOS HR
DoD like other agencies is required by law to develop functional competencies to use in strategic workforce planning The DoD FM community developed 24 enterprise-wide FM competencies Learn how these competencies serve as the thread which binds the FM workforce development portfolio into a coherent strategic plan which guides career development
M Jansen Sauvageau SVP PNC Bank
230 ndash 3 pm
AGA National President Gavel ExchangeCYPRESS BALLROOM
3 ndash 4 pm
W120 Closing Plenary Session Shift Your Brilliance Leading Amidst UncertaintyCYPRESS BALLROOM | FOS PD
This session will teach participants how to solve problems get out of the past and think like a leader of the future You will develop an enhanced sense of perspective understand where you shine and learn how to lead without a title to create effective change
Simon Bailey Author amp Inspirational Coach
M John Lynskey AGA 2018ndash2019 National President
6 ndash 11 pm
Presidentrsquos Appreciation ReceptionROYALSABALSAGO
Join us as we celebrate and thank 2017ndash2018 AGA National President Jim Arnette for his service and contributions to AGA and the financial management community
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
36 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
AGA PDT 2018 | ORLANDO 37
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
Please join us in thanking our sponsors for their generous support of AGArsquos 2018 Professional Development Training
PLATINUM SPONSORS
Accenture Federal ServicesVIRTUAL EXPERIENCE
Rowan MirandaManaging Dir CFO Advisory Practice Leadrowanamirandaaccenturefederalcomwwwaccenturefederalcom
Accenture Federal Services a wholly owned subsidiary of Accenture LLP is a US company with offices in Arlington Va Accenturersquos federal business has served every cabinet-level department and 30 of the largest federal organizations Accenture Federal Services transforms bold ideas into breakthrough outcomes for clients at defense intelligence public safety civilian and military health organizations
Grant Thornton LLPTOTE BAGS
Robert SheaPrincipal Global Public Sectorrobertsheausgtcomwwwgranthorntoncompublicsector
Grant Thornton LLP the US member firm of Grant Thornton International is one of six global accounting tax and business advisory organizations Our Global Public Sector based in Alexandria Va is a management consulting business providing responsive and innovative financial performance management and systems solutions to governments and international organizations
GOLD SPONSORS
CGIDIGITAL EXECUTIVE SESSION
Kevin GreerVP Mgmt Consulting KevinGreercgifederalcomwwwcgifederalcomusfederal
A global leader in IT business process and professional services CGI partners with federal agencies to provide end-to-end solutions for defense civilian and intelligence missions Since 1976 we have delivered quality services to help clients achieve results at every stage of the program product and business lifecycle
38 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CliftonLarsonAllenBADGE HOLDERS
Doreen ShuteManaging Principal Fed Govt SvcsDoreenShuteCLAconnectcomwwwCLAconnectcom
CLA is a professional services firm delivering integrated advisory outsourcing and public accounting capabilities to help clients succeed professionally and personally Our practice group members are recognized industry experts and established leaders in the government community We focus on active engagement in the industry a sentiment beyond meeting requirements and standards
DeloitteWATER BOTTLESHYDRATION STATIONS
Colin Duncan Managing Dircoduncandeloittecom wwwdeloittecomusfederal
Deloittersquos Government and Public Services practice consists of more than 12000 professionals across the country serving federal state and local government and higher education clients across consulting and advisory functions bring fresh perspective mdash from inside and outside government mdash to help solve our nationrsquos biggest challenges We bring insights from our client experience and research to drive bold and lasting results People Ideas Technology and Outcomes mdash all Designed for Impact
EYAGA EXECUTIVE SESSION
Bill ColbertPartner PI Financebillcolberteycomwwweycomgovpublicsector
The Government and Public Sector practice of Ernst amp Young LLP provides a full range of consulting and audit services leveraging our experience with both government and commercial clients We deliver real change and measurable results through our diverse high-performing teams operational know-how from across our global organization and bold ideas tailored to each clientrsquos unique mission
AGA PDT 2018 | ORLANDO 39
GOLD SPONSORS (continued)
GuidehouseMONDAY LUNCHEON
Christina VanecekMarketing Mgrcvanecekguidehousecomwwwguidehousecom
Guidehouse formerly PwC Public Sector provides management technology and risk consulting to clients around the world through more than 1600 professionals in 20 locations Now as Guidehouse we offer the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected
Kearney amp CompanyPHOTO BOOTH
Erika SteiningerPartneresteiningerkearneycocomwwwkearneycocom
Kearney amp Company a CPA and consulting firm exclusively serving the Federal Government takes pride in its ability to assist agencies in meeting business objectives and complying with complex requirements Practice areas include Financial Reporting and Accounting Support Internal ControlsA-123 Financial Services Financial Healthcare Services Advisory Services and Program Management
KPMG LLPHOST COMMITTEE SHIRTS MONDAY BREAKFAST
Diane DudleyPartner-in-Charge Fed Auditddudleykpmgcomwwwkpmgcom
For more than 100 years KPMG LLP has assisted the government in the civilian defense and intelligence sectors Today we help these organizations adapt to new environments by working with them to transform business models leverage data protect information assets and provide assurance services while focusing on their mission
40 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
CPAG Small Business CommitteeTUESDAY LUNCHEON
Dedicated members of AGArsquos Small Business Committee are proud to sponsor the 2018 PDT Tuesday Awards Luncheon Thank you to 2nd Wave Castro amp Co Immersion RMA Associates TFC Consulting Trilogy Federal and Watkins Government Services
Get Inspired During PDTthen submit your best practices to the Journal of Government Financial Management by Sept 1 2018
Learn more and view the 2018ndash2019 editorial calendar at wwwagacgfmorgjournal
SILVER SPONSORS
JP MorganTUESDAY BREAKFAST
Denise PetittaExec DirDenisePetittajpmorgancomwwwjpmorgancom
JP Morgan is a premier corporate and investment bank with a full suite of global financial services and capabilities Our clients include the worldrsquos most important corporations governments financial institutions pensions sovereign wealth organizations states and municipalities we offer strategic advice and deliver banking services in more than 100 countries
AGA PDT 2018 | ORLANDO 41
SILVER SPONSORS (continued)
RSM US LLPPDT APP amp WIFI
Mary GoldsmithFed Bus Dev Dirmarygoldsmithrsmuscomwwwrsmuscom
RSM US LLP provides risk financial and technology management consulting services to the public sector We are an inclusive enterprise and support AGA CPAG and Womenrsquos forum We help federal state and local entities improve performance through a comprehensive understanding of their business models internal processes objectives and daily realities
BRASS SPONSORS
Automation AnywhereSTANDING SIGN
Sharon OrsquoNeillHead of Americas Field Marketingsharononeillautomationanywherecom wwwautomationanywherecom
Automation Anywhere is the global leader in enterprise-grade comprehensive Robotic Process Automation software including Cognitive and real-time analytics Over 1000 of the worldrsquos largest brands use our platform to create and manage their Digital Workforce and scale their business processes faster with near-zero error rates while dramatically reducing operational costs
Crowe LLPTUESDAY AM COFFEE BREAK
Bert NeuhringRisk Consulting Partnerbertnuehringcrowecomwwwcrowecom
Crowe LLP is a public accounting consulting and technology firm with offices around the world Crowe uses its deep industry expertise to provide audit services to public and private entities The firm and its subsidiaries also help clients make smart decisions that lead to lasting value with its tax advisory risk and performance services
42 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
BRASS SPONSORS (continued)
MastercardMONDAY AFTERNOON COFFEE BREAK
MariBeth McCarthyVP Bus Leadermaribeth_mccarthymastercardcomwwwmastercardcom
Mastercard (NYSE MA) is a technology company in the global payments industry We operate the worldrsquos fastest payments-processing network connecting consumers financial institutions merchants governments and businesses in more than 210 countries and territories Mastercardrsquos products and solutions make everyday commerce activities easier more secure and more efficient for everyone
PNC BankDIRECTIONAL SIGNAGE
Lauren GradwellAccount MgrLaurengradwellpnccomwwwpnccomideas
PNC is one of the nationrsquos largest financial services organizations providing retail and business banking residential mortgage banking specialized services for corporations and government entities including corporate banking treasury management real estate finance asset-based lending wealth management and asset management We are focused on delivering ideas insight and solutions to our clients to help them maximize the value of their business
Williams AdleyMONDAY MORNING COFFEE BREAK
Melinda BuckBus Dev Leadmbuckwilliamsadleycomwwwwilliamsadleycom
Williams Adley is one of the countryrsquos premier certified public accounting and management consulting firms Our diverse knowledge backgrounds and subject-matter expertise help a wide variety of government agencies and businesses achieve their financial program and information technology goals
AGA PDT 2018 | ORLANDO 43
MEDIA SPONSORS
Government Matters
John Meyer Managing DirjmeyerGovMatterstv wwwGovMatterstv
Government Matters is a television news program dedicated to providing non-partisan information and analysis to federal managers contractors and those supporting the federal marketplace The program airs weeknights in Washington DC on NewsChannel 8 Sunday Mornings on ABC 7 and worldwide on the American Forces Network (AFN)
GOVERNING
Meg Keller Dir of Marketingmkellergoverningcomwwwgoverningcom
For 25 years GOVERNING has been the only publication dedicated to providing the information insight and inspiration state and local leaders need to govern effectively Subscriptions for most state and local government professionals are free as is attendance at most GOVERNING events
Route Fifty
Hilery Sirpis Publisherhsirpisgovexeccomwwwroutefiftycom
Route Fifty a new digital publication and events brand from Atlantic Mediarsquos Government Executive Media Group connects leaders and ideas advancing state and local governments with news insight and resources It facilitates sharing of best practices and ideas among those creating government programs policies and institutions for the 21st century
44 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Play AGArsquos Exhibitor Hunt and win big prizes
including FREE registration to an
upcoming AGA training event
View CPEs Earned
Visit httpsessions ats-leads comagapdt2018 and enter your badge number to view CPEs earned during PDT
Note Only CPEs earned from previous day(s) can be viewed
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VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
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503303
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RelaxationStation
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MAIN
VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
MAINENTRANCE
Stop by PDT 2019 Booth 102
Relax RechargeGet a free massage
46 AGACGFM | PDT18
Exhibit Hall Floor Plan
Exhibitors by Booth Number
Company Name Booth
Infor 100 Bureau of the Fiscal Service 101Audimation Services 104American Society of Military Comptrollers 106Kearney Photo Booth 107Graduate School 108 Sehlke Consulting LLC 200Guidehouse 201Kforce Government Solutions Inc 202mLINQS LLC 203RSM US LLP 207GrantSolutions 209ACL Services Ltd 300Williams Adley 301CohnReznick Government 302AOC Solutions 303CGI Federal 306Virtual Experience with Accenture 307Savantage Solutions 308TeraThink Corporation 400Lynch Consultants LLC 401Interior Business Center 402GEHA 403
Company Name Booth
IFAS LLC 407TFC Consulting Inc 409Grant Thornton LLP 500RMA Associates LLC 501Castro amp Company LLC 503KPMG LLP 506AGA Community Service amp Silent Auction 507Kearney amp Company 600EY 601AGA 607J P Morgan 701FI Consulting 703CliftonLarsonAllen LLP 706MorganFranklin Consulting 707Becker Professional Education 709Management Concepts 800Qlik Tech Inc 801U S Army Financial Management Command 802The MIL Corporation 805Immersion Consulting 806Automation Anywhere 809
ACL Services LtdBOOTH 300wwwaclcom
ACL is a global software company with innovative solutions for public sector professionals to keep processes in check and provide higher levels of assurance through team-based analytic approaches ACLrsquos platform has helped over 250 government offices globally to bolster compliance manage risks and assure effective governance Learn more at our booth and wwwaclcom
AGABOOTH 607wwwagacgfmorg
AGA is the member organization for government financial management professionals We lead and encourage change that benefits our field and all citizens Our networking events professional certification publications and ongoing education help members build skills and advance their careers Learn about our thought-leadership library online tools CGFM designation and more
AGA PDT 2018 | ORLANDO 47
Exhibitor Appreciation AGA Corporate Partner
AGA Community Service amp Silent AuctionBOOTH 507
Buy tickets and bid for great prizes in our silent auction including gift certificates gift baskets sports memorabilia vacations and more Proceeds support AGArsquos National Community Service Fund the American Cancer Society the American Heart Association the Humane Society and Habitat for Humanity Winners posted daily present the winning ticket to claim your prize
AGA New Orleans ChapterBACK OF EXHIBIT HALLwwwagacgfmorgneworleans
Stop by our booth to learn more about New Orleans and plan your trip to PDT 2019 scheduled for July 21ndash24 2019 You might win a free PDT 2019 registration
American Society of Military Comptrollers BOOTH 106wwwasmconlineorg
ASMC is the non-profit educational and professional organization for persons military and civilian in the overall field of military comptrollership ASMC promotes the education and training of its members and supports the development and advancement of the military comptrollership profession The society provides professional programs to keep members abreast of current issues and encour-ages the exchange of information techniques and approaches
AOC SolutionsBOOTH 303wwwaocfederalsolutionscom
AOC Solutions Inc is a Service-Disabled Veteran-Owned Business providing financial management federal accounting audit readiness support and technology services AOC thought leaders are dedicated to helping agencies identify better ways to analyze accounting and financial data for cost reduction and increased efficiency
Audimation ServicesBOOTH 104wwwaudimationcom
Audimation Services Inc is the US distributor of CaseWare IDEAreg a powerful user-friendly data analytics software tool designed to help profes-sionals extend auditing capabilities detect fraud and meet documentation standards We specialize in helping organizations streamline audits simplify data acquisition and improve business processes
Automation Anywhere BOOTH 809
See write-up on page 42
Becker Professional EducationBOOTH 709wwwbeckercom
Do you need CPE for CGFMreg CPA or the new DoD FM Certification Come ask about our Government Family Offer Nearly half a million professionals have advanced their careers through our CPE programs including CPA Exam Review PMPreg Exam Review Cybersecurity Six Sigma and more And be sure to check out our new program for Certified Anti-Money Laundering Specialists (CAMS)
Bureau of the Fiscal ServiceBOOTH 101wwwfiscaltreasurygov
The Bureau of the Fiscal Service serves as a catalyst for transforming the way the federal government manages finances and delivers shared services Our passion is improving financial management and shared service delivery through efficient and effective operations and through guidance and assistance to others
48 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Castro amp Company LLCBOOTH 503www castroco com
Headquartered in Washington DC Castro amp Company is an audit advisory and accounting services CPA firm with a strong federal customer focus We are a Minority-Owned Small Business offering the personalized services of a small firm with the full resources and quality expected from a larger CPA firm
CGI FederalBOOTH 306
See write-up on page 38
CliftonLarsonAllen LLPBOOTH 706
See write-up on page 39
CohnReznick GovernmentBOOTH 302www cohnreznick com
CohnReznick Government provides audit accounting and financial management compliance risk and integrity monitoring program and project management and disaster response and recovery Our comprehensive project management approach provides clients with reliable processes and delivers accounting insights to help government organizations improve communication administer fiscal and operational strategies and meet compliance requirements
EYBOOTH 601
See write-up on page 39
FI ConsultingBOOTH 703www ficonsulting com
FI Consulting develops effective practical solutions to help federal agencies achieve their missions while operating efficiently managing risk and adapting to a changing policy environment We apply our core strengths in Data Analytics Modeling and Technology to gain program performance insight manage risk improve operations and better deliver mission
GEHABOOTH 403www geha com
GEHA provides medical and dental plans through the FEHB and FEDVIP programs for more than 18 million federal employees retirees and their families GEHA members receive year-round vision and hearing benefits plus other discounts For more information please stop by our booth or visit gehacom and gehadentalcom
Graduate SchoolBOOTH 108www graduateschool edu
Graduate School USA provides a wide range of learning opportunities in formats accessible to adult learners everywhere through training continuing education courses executive and leadership development and credit offerings For professionals in the government auditing and financial management community we offer a comprehensive curriculum taught by leading practitioners
Grant Thornton LLPBOOTH 500
See write-up on page 38
AGA PDT 2018 | ORLANDO 49
GrantSolutionsBOOTH 209www grantsolutions gov
GrantSolutions supports Federal agencies throughout the grants lifecycle mdash from pre-award planning through application award and closeout Our service finds solutions for shared mission needs across agencies while incorporating unique business and regulatory processes for grant programs GrantSolutions is an OMB-selected grants business leader providing end-to-end innovative grants management services dedicated to advancing the mission of Federal agencies
GuidehouseBOOTH 201
See write-up on page 40
IFAS LLCBOOTH 407www ifas-llc com
IFAS is an 8(a) Service-Disabled Veteran-Owned Small Business Woman-Owned Small Disadvan-taged Business providing Program Management Business and Finance Operations Integrated Logistics and IT Support Services to meet specific needs of our clients We provide geographically dispersed support available when and where you need us
Immersion ConsultingBOOTH 806www immersioninc com
Immersion Consulting a Service-Disabled Veteran-Owned Small Business headquartered in Annapolis Md provides business management and technology consulting to government nonprofit and commercial clients Founded in 2004 we specialize in program management financial management technology services and training Our mission provide clients with actionable business solutions that yield sustainable results
InforBOOTH 100www infor com
Infor Public Sector solutions streamline financial management across multiple systems With more than 25 years of public sector experience Infor helps you meet organization demands including budget and audit readiness performance management and financial control with flexible solution deployment options to help you operate more quickly and efficiently
Interior Business CenterBOOTH 402www doi govibc
The Interior Business Center one of several OMB-approved interagency shared-service providers offers acquisition financial manage-ment and HR under a fee-for-service full cost recovery business model By assisting multiple federal organizations IBC can leverage resources to share economies and efficiencies with external customers and our parent agency the US Department of the Interior
JP MorganBOOTH 701
See write-up on page 41
Kearney amp CompanyBOOTH 600
See write-up on page 40
Kforce Governnment Solutions IncBOOTH 202www kforcegov com
Kforce Government Solutions Inc (KGS) provides management and technology solutions to Federal Government and State and local agencies We deliver customized solutions across financial management organizational transformation and IT to solve our clientsrsquo most complex mission and business challenges KGS also offers the innovative TraumaFXreg line of medical training manikins
50 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
KPMG LLPBOOTH 506
See write-up on page 40
Lynch Consultants LLCBOOTH 401www lynchconsultants com
Lynch Consultants provides strategic financial and program advisory and assistance services to the federal government We partner with clients to deliver project management services financial and business support and strategic policy solutions for complex government programs Clients include numerous federal departments including DoD Navy Army VA HHS and HUD
Management ConceptsBOOTH 800www managementconcepts com
Management Concepts is a leading provider of professional development performance improve-ment and talent management solutions for the public sector Since 1973 we have collaborated with the federal government state and local offices non-profit organizations universities and corporations to enhance the performance of teams and organizations Follow us on Twitter Mgmt_Concepts
The MIL CorporationBOOTH 805www milcorp com
The MIL Corporation has grown steadily for 36 years and remains dedicated to excellence service and support across our four major service areas financial management and systems support information technology cyber security and systems and C4 engineering For more information please visit us at wwwmilcorpcom or on Facebook at httptinyurlcomFacebookMIL
mLINQS LLCBOOTH 203www mLINQS net
mLINQS a Service-Disabled Veteran-Owned Small Business founded in 2003 provides the govern-mentrsquos leading employee relocation management system and E-Gov travel (ETS2) consulting services Since 2004 mLINQS relocation system has automated relocations and tracked expenses for more than 30 agencies
MorganFranklin ConsultingBOOTH 707www morganfranklin com
MorganFranklin Consulting headquartered in McLean Va provides business consulting and technology solutions to public companies fast-growing private companies and US govern-ment agencies Third-party customer satisfaction surveys highlight the companyrsquos reputation for being hands-on flexible and skilled at bringing diverse groups together to complete projects on time and within budget
Qlik Tech IncBOOTH 801www qlik com
Qlikreg is the leading data analytics platform and the pioneer of user-driven business intelligence Its portfolio of cloud-based and on-premise solutions meets customersrsquo growing needs from reporting and self-service visual analysis to guided embedded and custom analytics regardless of where data is located
RMA Associates LLCBOOTH 501www rmafed com
RMA an SBA Certified 8(a) Small Business located in the Washington DC metropolitan area specializes in audit consulting and advisory
AGA PDT 2018 | ORLANDO 51
RSM US LLPBOOTH 207
See write-up on page 42
Savantage SolutionsBOOTH 308www savantage net
Savantage Solutions a CMMIreg Level 3 Rated and ISO 90012008 certified company is a leading provider of software development business consulting and program management support services One of only five vendors of financial management systems certified for federal use Savantage takes pride in its service excellence
Sehlke Consulting LLCBOOTH 200www sehlkeconsulting com
Founded in 2011 Sehlke Consulting is a Service-Disabled Veteran-Owned Small Business and Historically Underutilized Business Zone (HUBZone) firm based in Arlington Va We provide comprehensive leading solutions in Financial Management Acquisition Management Logistics and Supply Chain Management and National Security amp Defense Programs
TeraThink CorporationBOOTH 400www terathink com
TeraThink takes pride in the outstanding reputation we have earned over the past 15 years for delivering superior results to federal customers With expertise in agile development enterprise application technologies financial services and cloud solutions our delivery platform brings exceptional scale and value to support customersrsquo transformation business automation and mission-related goals Visit our booth and wwwTeraThinkcom for more information
TFC Consulting IncBOOTH 409www tfcci net
A licensed CPA firm Small Disadvantaged Business and ISO 9001_2015-certified enterprise TFC is the trusted partner of federal agencies facing complex financial management challenges Now celebrating 15 years of success and excellence in assisting clients TFC develops and implements comprehensive solutions to improve financial management environments and achieve operational efficiency
US Army Financial Management CommandBOOTH 802www facebook comUSAFMCOM
US Army Financial Management Command is responsible for the delivery of Army-wide Financial Management (FM) functions including Enterprise Resource Planning systems support audit and compliance support financial operations support and ERP business process standardization support and for providing operational oversight of Army field FM activities
Williams AdleyBOOTH 301
See write-up on page 43
Note The contents of this exhibitor list were compiled from information supplied by exhibitors While every effort has been made to ensure contents are correct AGA is unable to accept liability for errors or omissions or for any claims made by exhibitors
52 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AGA PDT 2018 | ORLANDO 53
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AIG Assistant Inspector GeneralAssoc AssociateAsst AssistantBus BusinessCEO Chief Executive OfficerCFO Chief Financial OfficerCIO Chief Information OfficerCo CountyComm CommitteeCOO Chief Operating OfficerCPAG Corporate Partner Advisory GroupDep DeputyDept DepartmentDev DevelopmentDir DirectorDiv DivisionEduc EducationERM Enterprise Risk ManagementExec ExecutiveFed FederalFM Financial ManagementGM General Manager Govt Government
Fields of Study See page 4 for list of Fields of Study
AOC Architect of the CapitolAOUSC Administrative Office of the
US CourtsCommerce US Department of CommerceDHHS US Department of Health
and Human ServicesDHS US Department of
Homeland SecurityDLA Defense Logistics AgencyDoD US Department of DefenseDoE US Department of EnergyDOI US Department of the InteriorDOJ US Department of JusticeDoS US Department of StateFASAB Federal Accounting Standards
Advisory BoardFiscal Service Bureau of the Fiscal ServiceFIT Office of Financial Innovation
and TransformationFMSB Financial Management Standards
BoardFTA Federal Transit Administration
HR Human ResourcesIG Inspector GeneralIT Information TechnologyMgmt ManagementMgr ManagerNatrsquol NationalOfc OfficePNP AGA Past National
PresidentPNT AGA Past National
TreasurerRPA Robotic Process
AutomationRVP Regional Vice PresidentSecrsquoy SecretarySME Subject Matter Expert Sr SeniorSvc ServiceSVP Senior Vice PresidentTech TechnicalUniv UniversityVP Vice President
GAO Government Accountability OfficeGASB Government Accounting Standards
BoardGSA US General Services
AdministrationHUD US Department of Housing
and Urban DevelopmentIRS Internal Revenue ServiceNASA National Aeronautics and Space
AdministrationNSF National Science FoundationOCFO Office of the Chief Financial OfficerOIG Office of Inspector GeneralOMB Office of Management and BudgetSBA Small Business AdministrationTreasury US Department of the TreasuryUSAID US Agency for International
DevelopmentUSDA US Department of AgricultureUSPTO US Patent and Trademark OfficeVA US Department of
Veteran Affairs
54 AGACGFM | PDT18
Glossary
MAIN CONVENTION CENTERSINGLE-LEVEL
REGISTRATION
CYBER LOUNGE
EX
HIB
IT H
ALL
PLENARY S
ESSIO
NS
AGA PDT 2018 | ORLANDO 55
Convention Center Floor Plans
圀䔀 䰀䤀匀吀䔀一 簀 圀䔀 䤀一一伀嘀䄀吀䔀 簀 圀䔀 䐀䔀䰀䤀嘀䔀刀
吀愀猀栀甀 吀爀椀瘀攀搀椀Ⰰ 倀爀攀猀椀搀攀渀琀䌀䔀伀 㜀㤀㐀 漀爀 琀琀爀椀瘀攀搀椀䀀琀昀挀挀椀渀攀琀
嘀椀猀椀琀 漀甀爀 眀攀戀猀椀琀攀 愀琀 眀眀眀琀昀挀挀椀渀攀琀
䘀漀爀 洀漀爀攀 椀渀昀漀爀洀愀琀椀漀渀 挀漀渀琀愀挀琀 吀䘀䌀
椀猀 琀栀攀 琀爀甀猀琀攀搀 瀀愀爀琀渀攀爀 昀漀爀 昀攀搀攀爀愀氀 愀最攀渀挀椀攀猀 琀栀愀琀愀爀攀 昀愀挀椀渀最 挀漀洀瀀氀攀砀 ǻ渀愀渀挀椀愀氀 洀愀渀愀最攀洀攀渀琀 挀栀愀氀氀攀渀最攀猀
吀䘀䌀 䌀漀渀猀甀氀琀椀渀最 䤀渀挀
뜀뜀
뜀뜀뜀뜀
䔀渀琀攀爀瀀爀椀猀攀 刀椀猀欀 䤀渀琀攀爀渀愀氀䌀漀渀琀爀漀氀猀 䄀搀瘀椀猀漀爀礀䤀洀瀀爀漀瀀攀爀 倀愀礀洀攀渀琀猀䴀攀愀猀甀爀攀洀攀渀琀 刀攀洀攀搀椀愀琀椀漀渀䘀椀渀愀渀挀椀愀氀 刀攀瀀漀爀琀椀渀最 䄀䄀挀挀漀甀渀琀椀渀最 伀瀀攀爀愀琀椀漀渀猀䘀椀渀愀渀挀椀愀氀 匀琀愀琀攀洀攀渀琀 䌀漀洀瀀氀椀愀渀挀攀 䄀甀搀椀琀䐀愀琀愀 䄀渀愀氀礀琀椀挀猀 伀瀀琀椀洀椀稀愀琀椀漀渀䤀吀 匀攀挀甀爀椀琀礀 刀攀瘀椀攀眀 䄀猀猀攀猀猀洀攀渀琀
伀甀爀 瘀愀氀甀攀ⴀ愀搀搀攀搀 猀攀爀瘀椀挀攀猀㨀
圀栀愀琀猀 礀漀甀爀 渀攀砀琀 洀漀瘀攀㼀
䴀愀渀礀 瀀愀琀栀猀Ⰰ 漀渀攀 挀漀爀爀攀挀琀 爀漀甀琀攀 䘀漀氀氀漀眀 吀䘀䌀 愀氀漀渀最 琀栀攀 爀漀甀琀攀 琀漀 猀甀挀挀攀猀猀 䘀椀爀猀琀 琀栀愀琀 挀漀爀爀攀挀琀氀礀
挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀
T130 Planning for Federal Funding DecreasesCRYSTAL C-F | FOS FIN
State and local governments federal funding sources are always in flux This session will feature a panel of state and local government leaders discussing what plans they have in place in the event of a reduction of federal funds
M Lealan Miller AGA FMSB Chair
T131 My Data Was Just BreachedCRYSTAL K-L | FOS IT
Access to data is key to effective analytics However with recent data breaches security standards around data transfer and storage have tightened This session discusses steps to follow to ensure secure handling of data in analytics programs
M Phil Magrogan COO Immersion Consulting
MAKES A DIFFERENCE
Find the six dierences in the two photos Present at booth 202 for your prize
2677 Prosperity Avenue Suite 100 Fairfax Virginia 22031 wwwkforcegovcom Kforce_govKGS
RISKMANAGEMENT
COMPLIANCE ampAUDIT SERVICES
GRANTSMANAGEMENT
FINANCIALIMPROVEMENT
FINANCIALTECHNOLOGY
AGA PDT 2018 | ORLANDO 29
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T132 Communicating Effectively Skills and TechniquesCRYSTAL M-Q | FOS COMS
Improve your communication skills with colleagues customers supervisors and staff mdash and learn how to adjust styles based on with whom you communicate verbally vocally and visually This interactive session will address the needs concerns and frustrations of communicating effectively in todayrsquos workplace
M Dave LeBlanc SVP-at-Large AGA
T133 The Presidentrsquos Management Agenda and the Uniform GuidanceCRYSTAL C-F | FOS MGMT
The Presidentrsquos Management Agenda (PMA) was released in March 2018 This session will discuss the PMA Cross Agency Priority (CAP) Goal 8 Results-Oriented Accountability for Grants This session will also discuss the connectivity between OMBrsquos Uniform Guidance the PMA and the future vision for the world of grants
M Charles Hester InstructorConsultant AGA RVPndashWest Coast Region
325 ndash 405 pm
Coffee Break with ExhibitorsROYALSABALSAGO
330 ndash 545 pm
Young Professionals RoundtableMIAMI | FOS PD
Hear what accomplished leaders deem essential success factors for young professionals in todayrsquos ever-changing and challenging government financial management environment Interactive QampA will focus on leadership networking communication mentorship advancement and change management Speed networking session immediately follows for participants
405 ndash 455 pm
T134 Uniform Guidance Year Three mdash What You Still Donrsquot KnowCANARY 1-2 | FOS AUDG
The Uniform Guidance has been in effect for more than three years yet there are still several aspects to implement This presentation will explore those topics as well as best practices identified over the past three years
M Lealan Miller AGA FMSB Chair
T135 Protect Taxpayer DollarsGRAND 12-14 | FOS AUDG
Government vendors have larger and more contractual requirements which can lead to greater need for vendor audits Join this session to explore how vendors are audited to make sure they provide the government with the full set of contracted services and ultimately protect taxpayer dollars
M Kim Farington CFO FirstNetHave session ideas
for PDT 2019Join the PDT technical
committee email meetingsagacgfmorg
30 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
ARE YOU READY
cohnreznickcomindustriespublic-sector
CohnReznick helps forward-thinking public sector organizations address stringent regulatory requirements strengthen risk managementand achieve their business goals
Visit Us at Booth 302
T136 Improving Federal Government Employee MoraleCRYSTAL M-Q | FOS HR
What resources are available in the federal government structure to keep employees engaged and satisfied Are there things that the finance community can and should be doing to support employee morale in their agencies This session will explore how government offices can make changes that can result in higher productivity and employee engagement
M Anthony Scardino Dep Under Secrsquoy and Dep Dir USPTO
T137 Process Robotics Building Finance Bots LIVECRYSTAL A-B | FOS IT
Hear from digital labor experts about how operations improvements with robotics and cognitive solutions can drive greater efficiency cost management and employee morale This session will also feature a live demo of digital labor currently in action at a federal agency
M Chris Huff US Public Sector RPA Lead Deloitte Consulting LLP
AGA PDT 2018 | ORLANDO 31
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T138 Be Our Guest Magical Service for Finance CustomersCRYSTAL C-F | FOS MGMT
Disney has legendary customer service Hear about the practices taught by the Disney Institute and learn how you can deliver world-class financial accounting and audit services in your own organization
M Reed Waller Asst Dir Financial Management Initiatives Group DOJ
T139 Next Generation Leaders New Skills and New NeedsCRYSTAL H | FOS PD
Much has been discussed about millennials in the workplace but what are the keys to building the younger generation into effective leaders This session will explore how their immersion in technology gives them strengths and challenges when taking on new responsibilities as leaders in the federal workplace
M Doreen Shute Managing Principal CliftonLarsonAllen LLP
T140 Program Evaluation mdash Letrsquos Tell the TruthCRYSTAL K-L | FOS MGMT
This session will discuss the benefits of conducting program evaluations to determine program effectiveness support data analyses and make informed budget decisions Hear from federal state and local representatives who have conducted program evaluations and learn how the results were used
M Robert Tuccillo CFO Federal Transit Administration
T141 Look No Further Intergovernmental Job Aids to the RescueGRAND 9-11 | FOS ACCG
Learn about available tools guides and job aids for all levels of government developed by AGArsquos Intergovernmental Partnership (IP) program During this session government leaders will showcase tools and other resources available on AGArsquos website (wwwagacgfmorgtools-resources)
M Clark Partridge State Controller AZ
405 ndash 530 pm
Corporate Partner Advisory Group (CPAG) MeetingNEW ORLEANS
CPAG representatives and those from organizations interested in joining the program are invited to participate in this annual business meeting This meeting is an excellent opportunity to network with other corporate partner representatives and learn how to maximize your organizationrsquos partnership with AGA
8 ndash 10 pm
AGA Networking ReceptionMARRIOTT HOTEL LOBBY BAR
Join us for some after-dinner networking and socializing
32 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
See description on page 14
630 am ndash 4 pm
Registration Open
715 ndash 815 am
National Awards BreakfastCYPRESS BALLROOM
820 ndash 910 am
W100 Plenary Session OMBTreasuryDoD UpdateCYPRESS BALLROOM | FOS ACCG
David Lebryk Fiscal Asst Secrsquoy Treasury
David Norquist Under Secrsquoy of Defense (Comptroller) CFO DoD
Tim Soltis Dep Controller OMB
M Ann Ebberts CEO AGA
910 ndash 10 am
W101 Plenary Session Innovate the Way You InnovateCYPRESS BALLROOM | FOS PD
Learn how to create a culture of innovation within your organization Mr Shapiro will highlight how to use a challenge-centered approach to measure innovation the process of experimentation and how to maximize return on investments
Stephen Shapiro Innovation Expert
10 ndash 1030 am
Coffee BreakCRYSTAL FOYER
1030 ndash 1145 am
W102 One on One with GASB mdash An UpdateGRAND 9-11 | FOS ACCG
Meet with members of the GASB to receive the most up-to-date information regarding GASB standards exposure drafts and other projects that affect governments and their auditors
M Lealan Miller AGA FMSB Chair
W103 DoD Audit UpdateCANARY 1-2 | FOS AUD
This session will focus on the major audit and financial improvement activities underway across DoD
M Bryan Nelms Principal Kearney amp Company
W104 Understanding and Using the New Service Organization Control ReportsCANARY 3-4 | FOS AUDG
This session will discuss the significant changes underlying the new service organization control reports issued under AT-C 320 (formerly SSAE 16)
M Asif Khan Dir FM and Assurance GAO
W105 Managing in the Changing Workplace EnvironmentCRYSTAL A-B | FOS HR
Hear about the techniques and tools available to managers to maintain a team-building environment with a significant number of employees teleworking
M Thalia Melendez Dir of Audit Svcs NY State Educ Dept
AGA PDT 2018 | ORLANDO 33
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W106 Data All Around Us mdash CFOrsquos Move to a New NormalCRYSTAL M-Q | FOS IT
Advanced data analytics have turned data into powerful insights to manage programs and enhance the citizen experience as never before This session will explore how the availability of data is changing the role of the CFO
M Jorge Asef-Sargent Partner KPMG LLP
W107 How Emerging Technologies Will Transform Payments and CollectionsCRYSTAL K-L | FOS IT
Payments and collections are fertile ground for emerging technologies Artificial intelligence robotics Blockchain big data and the continued digitization of commerce will continue to transform payments and collections Panelists will share their futurist views of the payments and collections landscape
M Joe Hussey Managing Dir JP Morgan Treasury Services
W108 Cloud Enterprise Reporting mdash The FIRST FrontierCRYSTAL C-F | FOS IT
This session will explore cloud enterprise reporting Attendees will learn how to utilize the cloud to streamline external reporting by ingestion data centrally and then maximizing the utility of data to enhance integrity and inform management decisions
M Demek Adams Principal Grant Thornton LLP
W109 Annual Womenrsquos Forum Leading in Life and CareerCRYSTAL H | FOS PD
Empowered women are a cornerstone of effective government and a more competitive federal state and local workforce of the future Join this powerful annual convening of women leaders in accounting finance and technology as they discuss their journey and careers with high-impact and meaning
M Tracey Walker Natrsquol Dir Govt Affairs Culture Diversity and Inclusion RSM US LLP
W110 Federal Financial Standards Will We Get ThereGRAND 12-14 | FOS ACCG
Department of the Treasuryrsquos Office of Financial Innovation and Transformation (FIT) is defining federal financial standard references to promote innovation a common knowledge base and processes to improve interoperability of federal systems Join this session for an update on FITrsquos work and the expected benefits of this initiative
M Marshall Henry FM Program Manager Treasury Fiscal Service
1145 am ndash 1245 pm
National Awards LuncheonCYPRESS BALLROOM
1 ndash 2 pm
Financial Management Standards Board MeetingWASHINGTON
34 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1 ndash 215 pm
W111 Conducting Effective Assessments of Internal ControlsCRYSTAL K-L | FOS ACCG
This session will introduce participants to key concepts issues and standards necessary to design and implement policies to achieve the organizationrsquos objectives
M Sefton Boyars ConsultantTrainer Sefton Boyars CGFM CPA
W112 New Fraud Fighters Cryptocurrencies Blockchain and Secure TransactionsCRYSTAL C-F | FOS AUD
Government is inherently a transactional business From deeds to disbursements the quantity of documents governments maintain on paper and digital image continues to grow Criminals are abusing the current processes to commit fraud at an increasing rate Learn how you can use Blockchain to disrupt and combat fraud
M Jay Schulman Principal RSM US LLP
W113 Data Visualization mdash Using Geographic Information Systems as an Audit ToolGRAND 9-11 | FOS AUDG
Geographic Information Systems (GIS) are increasingly being utilized as a tool to present audit information Learn from experts on how recipients of government services using GIS provides a wealth of audit opportunities
M Gwendolyn Sewell Chief Mission Compliance and Audit ReadinessAccounting Air Force
W114 Finance 2020 Embracing the Changes to ComeCRYSTAL A-B | FOS MGMT
What is the role of CFOs and senior finance staff in this rapidly changing digital world This session will explore the evolution in the field from an expense control spreadsheet-driven and retrospective reporting center into a predictive analytics powerhouse
M Scott Quehl Sr Principal Accenture Federal Services
W115 Quality Management ConfrontationGRAND 12-14 | FOS MGMT
How do you optimize resources and maximize efficiency Join our panel of experts as they discuss various topics in performance management and answer questions such as ldquoHow is quality management implemented throughout an organizationrdquo and ldquoHow do you view and plan around resource allocationrdquo
M Wayne Ference Partner Castro amp Company LLC
W116 Enterprise Risk Management Stories from the Front LinesCRYSTAL H | FOS MGMT
For the past two years agencies have been working to implement the changes made to OMB A-123 This session will feature feedback from agency risk officers on whether ERM is living up to expectations
M Tom Carroll CFO AOC
AGA PDT 2018 | ORLANDO 35
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W117 Leadership Keys to SuccessCRYSTAL M-Q | FOS PD
Gain perspective from a senior leader in government about how you can make a difference in your organization This entertaining session will cover how to develop people build trust cultivate relationships and communicate more effectively Leadership is possible at any level of government
M Mary Peterman Dep Chief Finance and Procurement AOUSC
W118 Building an Optimal Analytics-Driven Program Integrity OfficeCANARY 1-2 | FOS MGMT
With the passage of the Fraud Reduction and DATA Act agencies are under increased pressure to have effective program integrity offices that leverage data analytics and focus on outcomes Hear best practices found from a comprehensive pilot project conducted at the VA
M Linda Miller Dir Grant Thornton LLP
W119 Competencies The Thread that BindsCANARY 3-4 | FOS HR
DoD like other agencies is required by law to develop functional competencies to use in strategic workforce planning The DoD FM community developed 24 enterprise-wide FM competencies Learn how these competencies serve as the thread which binds the FM workforce development portfolio into a coherent strategic plan which guides career development
M Jansen Sauvageau SVP PNC Bank
230 ndash 3 pm
AGA National President Gavel ExchangeCYPRESS BALLROOM
3 ndash 4 pm
W120 Closing Plenary Session Shift Your Brilliance Leading Amidst UncertaintyCYPRESS BALLROOM | FOS PD
This session will teach participants how to solve problems get out of the past and think like a leader of the future You will develop an enhanced sense of perspective understand where you shine and learn how to lead without a title to create effective change
Simon Bailey Author amp Inspirational Coach
M John Lynskey AGA 2018ndash2019 National President
6 ndash 11 pm
Presidentrsquos Appreciation ReceptionROYALSABALSAGO
Join us as we celebrate and thank 2017ndash2018 AGA National President Jim Arnette for his service and contributions to AGA and the financial management community
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M
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CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
36 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
C
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CMY
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PDT AD Brain 2018pdf 1 51618 217 PM
AGA PDT 2018 | ORLANDO 37
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
Please join us in thanking our sponsors for their generous support of AGArsquos 2018 Professional Development Training
PLATINUM SPONSORS
Accenture Federal ServicesVIRTUAL EXPERIENCE
Rowan MirandaManaging Dir CFO Advisory Practice Leadrowanamirandaaccenturefederalcomwwwaccenturefederalcom
Accenture Federal Services a wholly owned subsidiary of Accenture LLP is a US company with offices in Arlington Va Accenturersquos federal business has served every cabinet-level department and 30 of the largest federal organizations Accenture Federal Services transforms bold ideas into breakthrough outcomes for clients at defense intelligence public safety civilian and military health organizations
Grant Thornton LLPTOTE BAGS
Robert SheaPrincipal Global Public Sectorrobertsheausgtcomwwwgranthorntoncompublicsector
Grant Thornton LLP the US member firm of Grant Thornton International is one of six global accounting tax and business advisory organizations Our Global Public Sector based in Alexandria Va is a management consulting business providing responsive and innovative financial performance management and systems solutions to governments and international organizations
GOLD SPONSORS
CGIDIGITAL EXECUTIVE SESSION
Kevin GreerVP Mgmt Consulting KevinGreercgifederalcomwwwcgifederalcomusfederal
A global leader in IT business process and professional services CGI partners with federal agencies to provide end-to-end solutions for defense civilian and intelligence missions Since 1976 we have delivered quality services to help clients achieve results at every stage of the program product and business lifecycle
38 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CliftonLarsonAllenBADGE HOLDERS
Doreen ShuteManaging Principal Fed Govt SvcsDoreenShuteCLAconnectcomwwwCLAconnectcom
CLA is a professional services firm delivering integrated advisory outsourcing and public accounting capabilities to help clients succeed professionally and personally Our practice group members are recognized industry experts and established leaders in the government community We focus on active engagement in the industry a sentiment beyond meeting requirements and standards
DeloitteWATER BOTTLESHYDRATION STATIONS
Colin Duncan Managing Dircoduncandeloittecom wwwdeloittecomusfederal
Deloittersquos Government and Public Services practice consists of more than 12000 professionals across the country serving federal state and local government and higher education clients across consulting and advisory functions bring fresh perspective mdash from inside and outside government mdash to help solve our nationrsquos biggest challenges We bring insights from our client experience and research to drive bold and lasting results People Ideas Technology and Outcomes mdash all Designed for Impact
EYAGA EXECUTIVE SESSION
Bill ColbertPartner PI Financebillcolberteycomwwweycomgovpublicsector
The Government and Public Sector practice of Ernst amp Young LLP provides a full range of consulting and audit services leveraging our experience with both government and commercial clients We deliver real change and measurable results through our diverse high-performing teams operational know-how from across our global organization and bold ideas tailored to each clientrsquos unique mission
AGA PDT 2018 | ORLANDO 39
GOLD SPONSORS (continued)
GuidehouseMONDAY LUNCHEON
Christina VanecekMarketing Mgrcvanecekguidehousecomwwwguidehousecom
Guidehouse formerly PwC Public Sector provides management technology and risk consulting to clients around the world through more than 1600 professionals in 20 locations Now as Guidehouse we offer the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected
Kearney amp CompanyPHOTO BOOTH
Erika SteiningerPartneresteiningerkearneycocomwwwkearneycocom
Kearney amp Company a CPA and consulting firm exclusively serving the Federal Government takes pride in its ability to assist agencies in meeting business objectives and complying with complex requirements Practice areas include Financial Reporting and Accounting Support Internal ControlsA-123 Financial Services Financial Healthcare Services Advisory Services and Program Management
KPMG LLPHOST COMMITTEE SHIRTS MONDAY BREAKFAST
Diane DudleyPartner-in-Charge Fed Auditddudleykpmgcomwwwkpmgcom
For more than 100 years KPMG LLP has assisted the government in the civilian defense and intelligence sectors Today we help these organizations adapt to new environments by working with them to transform business models leverage data protect information assets and provide assurance services while focusing on their mission
40 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
CPAG Small Business CommitteeTUESDAY LUNCHEON
Dedicated members of AGArsquos Small Business Committee are proud to sponsor the 2018 PDT Tuesday Awards Luncheon Thank you to 2nd Wave Castro amp Co Immersion RMA Associates TFC Consulting Trilogy Federal and Watkins Government Services
Get Inspired During PDTthen submit your best practices to the Journal of Government Financial Management by Sept 1 2018
Learn more and view the 2018ndash2019 editorial calendar at wwwagacgfmorgjournal
SILVER SPONSORS
JP MorganTUESDAY BREAKFAST
Denise PetittaExec DirDenisePetittajpmorgancomwwwjpmorgancom
JP Morgan is a premier corporate and investment bank with a full suite of global financial services and capabilities Our clients include the worldrsquos most important corporations governments financial institutions pensions sovereign wealth organizations states and municipalities we offer strategic advice and deliver banking services in more than 100 countries
AGA PDT 2018 | ORLANDO 41
SILVER SPONSORS (continued)
RSM US LLPPDT APP amp WIFI
Mary GoldsmithFed Bus Dev Dirmarygoldsmithrsmuscomwwwrsmuscom
RSM US LLP provides risk financial and technology management consulting services to the public sector We are an inclusive enterprise and support AGA CPAG and Womenrsquos forum We help federal state and local entities improve performance through a comprehensive understanding of their business models internal processes objectives and daily realities
BRASS SPONSORS
Automation AnywhereSTANDING SIGN
Sharon OrsquoNeillHead of Americas Field Marketingsharononeillautomationanywherecom wwwautomationanywherecom
Automation Anywhere is the global leader in enterprise-grade comprehensive Robotic Process Automation software including Cognitive and real-time analytics Over 1000 of the worldrsquos largest brands use our platform to create and manage their Digital Workforce and scale their business processes faster with near-zero error rates while dramatically reducing operational costs
Crowe LLPTUESDAY AM COFFEE BREAK
Bert NeuhringRisk Consulting Partnerbertnuehringcrowecomwwwcrowecom
Crowe LLP is a public accounting consulting and technology firm with offices around the world Crowe uses its deep industry expertise to provide audit services to public and private entities The firm and its subsidiaries also help clients make smart decisions that lead to lasting value with its tax advisory risk and performance services
42 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
BRASS SPONSORS (continued)
MastercardMONDAY AFTERNOON COFFEE BREAK
MariBeth McCarthyVP Bus Leadermaribeth_mccarthymastercardcomwwwmastercardcom
Mastercard (NYSE MA) is a technology company in the global payments industry We operate the worldrsquos fastest payments-processing network connecting consumers financial institutions merchants governments and businesses in more than 210 countries and territories Mastercardrsquos products and solutions make everyday commerce activities easier more secure and more efficient for everyone
PNC BankDIRECTIONAL SIGNAGE
Lauren GradwellAccount MgrLaurengradwellpnccomwwwpnccomideas
PNC is one of the nationrsquos largest financial services organizations providing retail and business banking residential mortgage banking specialized services for corporations and government entities including corporate banking treasury management real estate finance asset-based lending wealth management and asset management We are focused on delivering ideas insight and solutions to our clients to help them maximize the value of their business
Williams AdleyMONDAY MORNING COFFEE BREAK
Melinda BuckBus Dev Leadmbuckwilliamsadleycomwwwwilliamsadleycom
Williams Adley is one of the countryrsquos premier certified public accounting and management consulting firms Our diverse knowledge backgrounds and subject-matter expertise help a wide variety of government agencies and businesses achieve their financial program and information technology goals
AGA PDT 2018 | ORLANDO 43
MEDIA SPONSORS
Government Matters
John Meyer Managing DirjmeyerGovMatterstv wwwGovMatterstv
Government Matters is a television news program dedicated to providing non-partisan information and analysis to federal managers contractors and those supporting the federal marketplace The program airs weeknights in Washington DC on NewsChannel 8 Sunday Mornings on ABC 7 and worldwide on the American Forces Network (AFN)
GOVERNING
Meg Keller Dir of Marketingmkellergoverningcomwwwgoverningcom
For 25 years GOVERNING has been the only publication dedicated to providing the information insight and inspiration state and local leaders need to govern effectively Subscriptions for most state and local government professionals are free as is attendance at most GOVERNING events
Route Fifty
Hilery Sirpis Publisherhsirpisgovexeccomwwwroutefiftycom
Route Fifty a new digital publication and events brand from Atlantic Mediarsquos Government Executive Media Group connects leaders and ideas advancing state and local governments with news insight and resources It facilitates sharing of best practices and ideas among those creating government programs policies and institutions for the 21st century
44 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Play AGArsquos Exhibitor Hunt and win big prizes
including FREE registration to an
upcoming AGA training event
View CPEs Earned
Visit httpsessions ats-leads comagapdt2018 and enter your badge number to view CPEs earned during PDT
Note Only CPEs earned from previous day(s) can be viewed
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VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
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MAIN
VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
MAINENTRANCE
Stop by PDT 2019 Booth 102
Relax RechargeGet a free massage
46 AGACGFM | PDT18
Exhibit Hall Floor Plan
Exhibitors by Booth Number
Company Name Booth
Infor 100 Bureau of the Fiscal Service 101Audimation Services 104American Society of Military Comptrollers 106Kearney Photo Booth 107Graduate School 108 Sehlke Consulting LLC 200Guidehouse 201Kforce Government Solutions Inc 202mLINQS LLC 203RSM US LLP 207GrantSolutions 209ACL Services Ltd 300Williams Adley 301CohnReznick Government 302AOC Solutions 303CGI Federal 306Virtual Experience with Accenture 307Savantage Solutions 308TeraThink Corporation 400Lynch Consultants LLC 401Interior Business Center 402GEHA 403
Company Name Booth
IFAS LLC 407TFC Consulting Inc 409Grant Thornton LLP 500RMA Associates LLC 501Castro amp Company LLC 503KPMG LLP 506AGA Community Service amp Silent Auction 507Kearney amp Company 600EY 601AGA 607J P Morgan 701FI Consulting 703CliftonLarsonAllen LLP 706MorganFranklin Consulting 707Becker Professional Education 709Management Concepts 800Qlik Tech Inc 801U S Army Financial Management Command 802The MIL Corporation 805Immersion Consulting 806Automation Anywhere 809
ACL Services LtdBOOTH 300wwwaclcom
ACL is a global software company with innovative solutions for public sector professionals to keep processes in check and provide higher levels of assurance through team-based analytic approaches ACLrsquos platform has helped over 250 government offices globally to bolster compliance manage risks and assure effective governance Learn more at our booth and wwwaclcom
AGABOOTH 607wwwagacgfmorg
AGA is the member organization for government financial management professionals We lead and encourage change that benefits our field and all citizens Our networking events professional certification publications and ongoing education help members build skills and advance their careers Learn about our thought-leadership library online tools CGFM designation and more
AGA PDT 2018 | ORLANDO 47
Exhibitor Appreciation AGA Corporate Partner
AGA Community Service amp Silent AuctionBOOTH 507
Buy tickets and bid for great prizes in our silent auction including gift certificates gift baskets sports memorabilia vacations and more Proceeds support AGArsquos National Community Service Fund the American Cancer Society the American Heart Association the Humane Society and Habitat for Humanity Winners posted daily present the winning ticket to claim your prize
AGA New Orleans ChapterBACK OF EXHIBIT HALLwwwagacgfmorgneworleans
Stop by our booth to learn more about New Orleans and plan your trip to PDT 2019 scheduled for July 21ndash24 2019 You might win a free PDT 2019 registration
American Society of Military Comptrollers BOOTH 106wwwasmconlineorg
ASMC is the non-profit educational and professional organization for persons military and civilian in the overall field of military comptrollership ASMC promotes the education and training of its members and supports the development and advancement of the military comptrollership profession The society provides professional programs to keep members abreast of current issues and encour-ages the exchange of information techniques and approaches
AOC SolutionsBOOTH 303wwwaocfederalsolutionscom
AOC Solutions Inc is a Service-Disabled Veteran-Owned Business providing financial management federal accounting audit readiness support and technology services AOC thought leaders are dedicated to helping agencies identify better ways to analyze accounting and financial data for cost reduction and increased efficiency
Audimation ServicesBOOTH 104wwwaudimationcom
Audimation Services Inc is the US distributor of CaseWare IDEAreg a powerful user-friendly data analytics software tool designed to help profes-sionals extend auditing capabilities detect fraud and meet documentation standards We specialize in helping organizations streamline audits simplify data acquisition and improve business processes
Automation Anywhere BOOTH 809
See write-up on page 42
Becker Professional EducationBOOTH 709wwwbeckercom
Do you need CPE for CGFMreg CPA or the new DoD FM Certification Come ask about our Government Family Offer Nearly half a million professionals have advanced their careers through our CPE programs including CPA Exam Review PMPreg Exam Review Cybersecurity Six Sigma and more And be sure to check out our new program for Certified Anti-Money Laundering Specialists (CAMS)
Bureau of the Fiscal ServiceBOOTH 101wwwfiscaltreasurygov
The Bureau of the Fiscal Service serves as a catalyst for transforming the way the federal government manages finances and delivers shared services Our passion is improving financial management and shared service delivery through efficient and effective operations and through guidance and assistance to others
48 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Castro amp Company LLCBOOTH 503www castroco com
Headquartered in Washington DC Castro amp Company is an audit advisory and accounting services CPA firm with a strong federal customer focus We are a Minority-Owned Small Business offering the personalized services of a small firm with the full resources and quality expected from a larger CPA firm
CGI FederalBOOTH 306
See write-up on page 38
CliftonLarsonAllen LLPBOOTH 706
See write-up on page 39
CohnReznick GovernmentBOOTH 302www cohnreznick com
CohnReznick Government provides audit accounting and financial management compliance risk and integrity monitoring program and project management and disaster response and recovery Our comprehensive project management approach provides clients with reliable processes and delivers accounting insights to help government organizations improve communication administer fiscal and operational strategies and meet compliance requirements
EYBOOTH 601
See write-up on page 39
FI ConsultingBOOTH 703www ficonsulting com
FI Consulting develops effective practical solutions to help federal agencies achieve their missions while operating efficiently managing risk and adapting to a changing policy environment We apply our core strengths in Data Analytics Modeling and Technology to gain program performance insight manage risk improve operations and better deliver mission
GEHABOOTH 403www geha com
GEHA provides medical and dental plans through the FEHB and FEDVIP programs for more than 18 million federal employees retirees and their families GEHA members receive year-round vision and hearing benefits plus other discounts For more information please stop by our booth or visit gehacom and gehadentalcom
Graduate SchoolBOOTH 108www graduateschool edu
Graduate School USA provides a wide range of learning opportunities in formats accessible to adult learners everywhere through training continuing education courses executive and leadership development and credit offerings For professionals in the government auditing and financial management community we offer a comprehensive curriculum taught by leading practitioners
Grant Thornton LLPBOOTH 500
See write-up on page 38
AGA PDT 2018 | ORLANDO 49
GrantSolutionsBOOTH 209www grantsolutions gov
GrantSolutions supports Federal agencies throughout the grants lifecycle mdash from pre-award planning through application award and closeout Our service finds solutions for shared mission needs across agencies while incorporating unique business and regulatory processes for grant programs GrantSolutions is an OMB-selected grants business leader providing end-to-end innovative grants management services dedicated to advancing the mission of Federal agencies
GuidehouseBOOTH 201
See write-up on page 40
IFAS LLCBOOTH 407www ifas-llc com
IFAS is an 8(a) Service-Disabled Veteran-Owned Small Business Woman-Owned Small Disadvan-taged Business providing Program Management Business and Finance Operations Integrated Logistics and IT Support Services to meet specific needs of our clients We provide geographically dispersed support available when and where you need us
Immersion ConsultingBOOTH 806www immersioninc com
Immersion Consulting a Service-Disabled Veteran-Owned Small Business headquartered in Annapolis Md provides business management and technology consulting to government nonprofit and commercial clients Founded in 2004 we specialize in program management financial management technology services and training Our mission provide clients with actionable business solutions that yield sustainable results
InforBOOTH 100www infor com
Infor Public Sector solutions streamline financial management across multiple systems With more than 25 years of public sector experience Infor helps you meet organization demands including budget and audit readiness performance management and financial control with flexible solution deployment options to help you operate more quickly and efficiently
Interior Business CenterBOOTH 402www doi govibc
The Interior Business Center one of several OMB-approved interagency shared-service providers offers acquisition financial manage-ment and HR under a fee-for-service full cost recovery business model By assisting multiple federal organizations IBC can leverage resources to share economies and efficiencies with external customers and our parent agency the US Department of the Interior
JP MorganBOOTH 701
See write-up on page 41
Kearney amp CompanyBOOTH 600
See write-up on page 40
Kforce Governnment Solutions IncBOOTH 202www kforcegov com
Kforce Government Solutions Inc (KGS) provides management and technology solutions to Federal Government and State and local agencies We deliver customized solutions across financial management organizational transformation and IT to solve our clientsrsquo most complex mission and business challenges KGS also offers the innovative TraumaFXreg line of medical training manikins
50 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
KPMG LLPBOOTH 506
See write-up on page 40
Lynch Consultants LLCBOOTH 401www lynchconsultants com
Lynch Consultants provides strategic financial and program advisory and assistance services to the federal government We partner with clients to deliver project management services financial and business support and strategic policy solutions for complex government programs Clients include numerous federal departments including DoD Navy Army VA HHS and HUD
Management ConceptsBOOTH 800www managementconcepts com
Management Concepts is a leading provider of professional development performance improve-ment and talent management solutions for the public sector Since 1973 we have collaborated with the federal government state and local offices non-profit organizations universities and corporations to enhance the performance of teams and organizations Follow us on Twitter Mgmt_Concepts
The MIL CorporationBOOTH 805www milcorp com
The MIL Corporation has grown steadily for 36 years and remains dedicated to excellence service and support across our four major service areas financial management and systems support information technology cyber security and systems and C4 engineering For more information please visit us at wwwmilcorpcom or on Facebook at httptinyurlcomFacebookMIL
mLINQS LLCBOOTH 203www mLINQS net
mLINQS a Service-Disabled Veteran-Owned Small Business founded in 2003 provides the govern-mentrsquos leading employee relocation management system and E-Gov travel (ETS2) consulting services Since 2004 mLINQS relocation system has automated relocations and tracked expenses for more than 30 agencies
MorganFranklin ConsultingBOOTH 707www morganfranklin com
MorganFranklin Consulting headquartered in McLean Va provides business consulting and technology solutions to public companies fast-growing private companies and US govern-ment agencies Third-party customer satisfaction surveys highlight the companyrsquos reputation for being hands-on flexible and skilled at bringing diverse groups together to complete projects on time and within budget
Qlik Tech IncBOOTH 801www qlik com
Qlikreg is the leading data analytics platform and the pioneer of user-driven business intelligence Its portfolio of cloud-based and on-premise solutions meets customersrsquo growing needs from reporting and self-service visual analysis to guided embedded and custom analytics regardless of where data is located
RMA Associates LLCBOOTH 501www rmafed com
RMA an SBA Certified 8(a) Small Business located in the Washington DC metropolitan area specializes in audit consulting and advisory
AGA PDT 2018 | ORLANDO 51
RSM US LLPBOOTH 207
See write-up on page 42
Savantage SolutionsBOOTH 308www savantage net
Savantage Solutions a CMMIreg Level 3 Rated and ISO 90012008 certified company is a leading provider of software development business consulting and program management support services One of only five vendors of financial management systems certified for federal use Savantage takes pride in its service excellence
Sehlke Consulting LLCBOOTH 200www sehlkeconsulting com
Founded in 2011 Sehlke Consulting is a Service-Disabled Veteran-Owned Small Business and Historically Underutilized Business Zone (HUBZone) firm based in Arlington Va We provide comprehensive leading solutions in Financial Management Acquisition Management Logistics and Supply Chain Management and National Security amp Defense Programs
TeraThink CorporationBOOTH 400www terathink com
TeraThink takes pride in the outstanding reputation we have earned over the past 15 years for delivering superior results to federal customers With expertise in agile development enterprise application technologies financial services and cloud solutions our delivery platform brings exceptional scale and value to support customersrsquo transformation business automation and mission-related goals Visit our booth and wwwTeraThinkcom for more information
TFC Consulting IncBOOTH 409www tfcci net
A licensed CPA firm Small Disadvantaged Business and ISO 9001_2015-certified enterprise TFC is the trusted partner of federal agencies facing complex financial management challenges Now celebrating 15 years of success and excellence in assisting clients TFC develops and implements comprehensive solutions to improve financial management environments and achieve operational efficiency
US Army Financial Management CommandBOOTH 802www facebook comUSAFMCOM
US Army Financial Management Command is responsible for the delivery of Army-wide Financial Management (FM) functions including Enterprise Resource Planning systems support audit and compliance support financial operations support and ERP business process standardization support and for providing operational oversight of Army field FM activities
Williams AdleyBOOTH 301
See write-up on page 43
Note The contents of this exhibitor list were compiled from information supplied by exhibitors While every effort has been made to ensure contents are correct AGA is unable to accept liability for errors or omissions or for any claims made by exhibitors
52 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AGA PDT 2018 | ORLANDO 53
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AIG Assistant Inspector GeneralAssoc AssociateAsst AssistantBus BusinessCEO Chief Executive OfficerCFO Chief Financial OfficerCIO Chief Information OfficerCo CountyComm CommitteeCOO Chief Operating OfficerCPAG Corporate Partner Advisory GroupDep DeputyDept DepartmentDev DevelopmentDir DirectorDiv DivisionEduc EducationERM Enterprise Risk ManagementExec ExecutiveFed FederalFM Financial ManagementGM General Manager Govt Government
Fields of Study See page 4 for list of Fields of Study
AOC Architect of the CapitolAOUSC Administrative Office of the
US CourtsCommerce US Department of CommerceDHHS US Department of Health
and Human ServicesDHS US Department of
Homeland SecurityDLA Defense Logistics AgencyDoD US Department of DefenseDoE US Department of EnergyDOI US Department of the InteriorDOJ US Department of JusticeDoS US Department of StateFASAB Federal Accounting Standards
Advisory BoardFiscal Service Bureau of the Fiscal ServiceFIT Office of Financial Innovation
and TransformationFMSB Financial Management Standards
BoardFTA Federal Transit Administration
HR Human ResourcesIG Inspector GeneralIT Information TechnologyMgmt ManagementMgr ManagerNatrsquol NationalOfc OfficePNP AGA Past National
PresidentPNT AGA Past National
TreasurerRPA Robotic Process
AutomationRVP Regional Vice PresidentSecrsquoy SecretarySME Subject Matter Expert Sr SeniorSvc ServiceSVP Senior Vice PresidentTech TechnicalUniv UniversityVP Vice President
GAO Government Accountability OfficeGASB Government Accounting Standards
BoardGSA US General Services
AdministrationHUD US Department of Housing
and Urban DevelopmentIRS Internal Revenue ServiceNASA National Aeronautics and Space
AdministrationNSF National Science FoundationOCFO Office of the Chief Financial OfficerOIG Office of Inspector GeneralOMB Office of Management and BudgetSBA Small Business AdministrationTreasury US Department of the TreasuryUSAID US Agency for International
DevelopmentUSDA US Department of AgricultureUSPTO US Patent and Trademark OfficeVA US Department of
Veteran Affairs
54 AGACGFM | PDT18
Glossary
MAIN CONVENTION CENTERSINGLE-LEVEL
REGISTRATION
CYBER LOUNGE
EX
HIB
IT H
ALL
PLENARY S
ESSIO
NS
AGA PDT 2018 | ORLANDO 55
Convention Center Floor Plans
圀䔀 䰀䤀匀吀䔀一 簀 圀䔀 䤀一一伀嘀䄀吀䔀 簀 圀䔀 䐀䔀䰀䤀嘀䔀刀
吀愀猀栀甀 吀爀椀瘀攀搀椀Ⰰ 倀爀攀猀椀搀攀渀琀䌀䔀伀 㜀㤀㐀 漀爀 琀琀爀椀瘀攀搀椀䀀琀昀挀挀椀渀攀琀
嘀椀猀椀琀 漀甀爀 眀攀戀猀椀琀攀 愀琀 眀眀眀琀昀挀挀椀渀攀琀
䘀漀爀 洀漀爀攀 椀渀昀漀爀洀愀琀椀漀渀 挀漀渀琀愀挀琀 吀䘀䌀
椀猀 琀栀攀 琀爀甀猀琀攀搀 瀀愀爀琀渀攀爀 昀漀爀 昀攀搀攀爀愀氀 愀最攀渀挀椀攀猀 琀栀愀琀愀爀攀 昀愀挀椀渀最 挀漀洀瀀氀攀砀 ǻ渀愀渀挀椀愀氀 洀愀渀愀最攀洀攀渀琀 挀栀愀氀氀攀渀最攀猀
吀䘀䌀 䌀漀渀猀甀氀琀椀渀最 䤀渀挀
뜀뜀
뜀뜀뜀뜀
䔀渀琀攀爀瀀爀椀猀攀 刀椀猀欀 䤀渀琀攀爀渀愀氀䌀漀渀琀爀漀氀猀 䄀搀瘀椀猀漀爀礀䤀洀瀀爀漀瀀攀爀 倀愀礀洀攀渀琀猀䴀攀愀猀甀爀攀洀攀渀琀 刀攀洀攀搀椀愀琀椀漀渀䘀椀渀愀渀挀椀愀氀 刀攀瀀漀爀琀椀渀最 䄀䄀挀挀漀甀渀琀椀渀最 伀瀀攀爀愀琀椀漀渀猀䘀椀渀愀渀挀椀愀氀 匀琀愀琀攀洀攀渀琀 䌀漀洀瀀氀椀愀渀挀攀 䄀甀搀椀琀䐀愀琀愀 䄀渀愀氀礀琀椀挀猀 伀瀀琀椀洀椀稀愀琀椀漀渀䤀吀 匀攀挀甀爀椀琀礀 刀攀瘀椀攀眀 䄀猀猀攀猀猀洀攀渀琀
伀甀爀 瘀愀氀甀攀ⴀ愀搀搀攀搀 猀攀爀瘀椀挀攀猀㨀
圀栀愀琀猀 礀漀甀爀 渀攀砀琀 洀漀瘀攀㼀
䴀愀渀礀 瀀愀琀栀猀Ⰰ 漀渀攀 挀漀爀爀攀挀琀 爀漀甀琀攀 䘀漀氀氀漀眀 吀䘀䌀 愀氀漀渀最 琀栀攀 爀漀甀琀攀 琀漀 猀甀挀挀攀猀猀 䘀椀爀猀琀 琀栀愀琀 挀漀爀爀攀挀琀氀礀
挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀
T132 Communicating Effectively Skills and TechniquesCRYSTAL M-Q | FOS COMS
Improve your communication skills with colleagues customers supervisors and staff mdash and learn how to adjust styles based on with whom you communicate verbally vocally and visually This interactive session will address the needs concerns and frustrations of communicating effectively in todayrsquos workplace
M Dave LeBlanc SVP-at-Large AGA
T133 The Presidentrsquos Management Agenda and the Uniform GuidanceCRYSTAL C-F | FOS MGMT
The Presidentrsquos Management Agenda (PMA) was released in March 2018 This session will discuss the PMA Cross Agency Priority (CAP) Goal 8 Results-Oriented Accountability for Grants This session will also discuss the connectivity between OMBrsquos Uniform Guidance the PMA and the future vision for the world of grants
M Charles Hester InstructorConsultant AGA RVPndashWest Coast Region
325 ndash 405 pm
Coffee Break with ExhibitorsROYALSABALSAGO
330 ndash 545 pm
Young Professionals RoundtableMIAMI | FOS PD
Hear what accomplished leaders deem essential success factors for young professionals in todayrsquos ever-changing and challenging government financial management environment Interactive QampA will focus on leadership networking communication mentorship advancement and change management Speed networking session immediately follows for participants
405 ndash 455 pm
T134 Uniform Guidance Year Three mdash What You Still Donrsquot KnowCANARY 1-2 | FOS AUDG
The Uniform Guidance has been in effect for more than three years yet there are still several aspects to implement This presentation will explore those topics as well as best practices identified over the past three years
M Lealan Miller AGA FMSB Chair
T135 Protect Taxpayer DollarsGRAND 12-14 | FOS AUDG
Government vendors have larger and more contractual requirements which can lead to greater need for vendor audits Join this session to explore how vendors are audited to make sure they provide the government with the full set of contracted services and ultimately protect taxpayer dollars
M Kim Farington CFO FirstNetHave session ideas
for PDT 2019Join the PDT technical
committee email meetingsagacgfmorg
30 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
ARE YOU READY
cohnreznickcomindustriespublic-sector
CohnReznick helps forward-thinking public sector organizations address stringent regulatory requirements strengthen risk managementand achieve their business goals
Visit Us at Booth 302
T136 Improving Federal Government Employee MoraleCRYSTAL M-Q | FOS HR
What resources are available in the federal government structure to keep employees engaged and satisfied Are there things that the finance community can and should be doing to support employee morale in their agencies This session will explore how government offices can make changes that can result in higher productivity and employee engagement
M Anthony Scardino Dep Under Secrsquoy and Dep Dir USPTO
T137 Process Robotics Building Finance Bots LIVECRYSTAL A-B | FOS IT
Hear from digital labor experts about how operations improvements with robotics and cognitive solutions can drive greater efficiency cost management and employee morale This session will also feature a live demo of digital labor currently in action at a federal agency
M Chris Huff US Public Sector RPA Lead Deloitte Consulting LLP
AGA PDT 2018 | ORLANDO 31
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T138 Be Our Guest Magical Service for Finance CustomersCRYSTAL C-F | FOS MGMT
Disney has legendary customer service Hear about the practices taught by the Disney Institute and learn how you can deliver world-class financial accounting and audit services in your own organization
M Reed Waller Asst Dir Financial Management Initiatives Group DOJ
T139 Next Generation Leaders New Skills and New NeedsCRYSTAL H | FOS PD
Much has been discussed about millennials in the workplace but what are the keys to building the younger generation into effective leaders This session will explore how their immersion in technology gives them strengths and challenges when taking on new responsibilities as leaders in the federal workplace
M Doreen Shute Managing Principal CliftonLarsonAllen LLP
T140 Program Evaluation mdash Letrsquos Tell the TruthCRYSTAL K-L | FOS MGMT
This session will discuss the benefits of conducting program evaluations to determine program effectiveness support data analyses and make informed budget decisions Hear from federal state and local representatives who have conducted program evaluations and learn how the results were used
M Robert Tuccillo CFO Federal Transit Administration
T141 Look No Further Intergovernmental Job Aids to the RescueGRAND 9-11 | FOS ACCG
Learn about available tools guides and job aids for all levels of government developed by AGArsquos Intergovernmental Partnership (IP) program During this session government leaders will showcase tools and other resources available on AGArsquos website (wwwagacgfmorgtools-resources)
M Clark Partridge State Controller AZ
405 ndash 530 pm
Corporate Partner Advisory Group (CPAG) MeetingNEW ORLEANS
CPAG representatives and those from organizations interested in joining the program are invited to participate in this annual business meeting This meeting is an excellent opportunity to network with other corporate partner representatives and learn how to maximize your organizationrsquos partnership with AGA
8 ndash 10 pm
AGA Networking ReceptionMARRIOTT HOTEL LOBBY BAR
Join us for some after-dinner networking and socializing
32 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
See description on page 14
630 am ndash 4 pm
Registration Open
715 ndash 815 am
National Awards BreakfastCYPRESS BALLROOM
820 ndash 910 am
W100 Plenary Session OMBTreasuryDoD UpdateCYPRESS BALLROOM | FOS ACCG
David Lebryk Fiscal Asst Secrsquoy Treasury
David Norquist Under Secrsquoy of Defense (Comptroller) CFO DoD
Tim Soltis Dep Controller OMB
M Ann Ebberts CEO AGA
910 ndash 10 am
W101 Plenary Session Innovate the Way You InnovateCYPRESS BALLROOM | FOS PD
Learn how to create a culture of innovation within your organization Mr Shapiro will highlight how to use a challenge-centered approach to measure innovation the process of experimentation and how to maximize return on investments
Stephen Shapiro Innovation Expert
10 ndash 1030 am
Coffee BreakCRYSTAL FOYER
1030 ndash 1145 am
W102 One on One with GASB mdash An UpdateGRAND 9-11 | FOS ACCG
Meet with members of the GASB to receive the most up-to-date information regarding GASB standards exposure drafts and other projects that affect governments and their auditors
M Lealan Miller AGA FMSB Chair
W103 DoD Audit UpdateCANARY 1-2 | FOS AUD
This session will focus on the major audit and financial improvement activities underway across DoD
M Bryan Nelms Principal Kearney amp Company
W104 Understanding and Using the New Service Organization Control ReportsCANARY 3-4 | FOS AUDG
This session will discuss the significant changes underlying the new service organization control reports issued under AT-C 320 (formerly SSAE 16)
M Asif Khan Dir FM and Assurance GAO
W105 Managing in the Changing Workplace EnvironmentCRYSTAL A-B | FOS HR
Hear about the techniques and tools available to managers to maintain a team-building environment with a significant number of employees teleworking
M Thalia Melendez Dir of Audit Svcs NY State Educ Dept
AGA PDT 2018 | ORLANDO 33
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W106 Data All Around Us mdash CFOrsquos Move to a New NormalCRYSTAL M-Q | FOS IT
Advanced data analytics have turned data into powerful insights to manage programs and enhance the citizen experience as never before This session will explore how the availability of data is changing the role of the CFO
M Jorge Asef-Sargent Partner KPMG LLP
W107 How Emerging Technologies Will Transform Payments and CollectionsCRYSTAL K-L | FOS IT
Payments and collections are fertile ground for emerging technologies Artificial intelligence robotics Blockchain big data and the continued digitization of commerce will continue to transform payments and collections Panelists will share their futurist views of the payments and collections landscape
M Joe Hussey Managing Dir JP Morgan Treasury Services
W108 Cloud Enterprise Reporting mdash The FIRST FrontierCRYSTAL C-F | FOS IT
This session will explore cloud enterprise reporting Attendees will learn how to utilize the cloud to streamline external reporting by ingestion data centrally and then maximizing the utility of data to enhance integrity and inform management decisions
M Demek Adams Principal Grant Thornton LLP
W109 Annual Womenrsquos Forum Leading in Life and CareerCRYSTAL H | FOS PD
Empowered women are a cornerstone of effective government and a more competitive federal state and local workforce of the future Join this powerful annual convening of women leaders in accounting finance and technology as they discuss their journey and careers with high-impact and meaning
M Tracey Walker Natrsquol Dir Govt Affairs Culture Diversity and Inclusion RSM US LLP
W110 Federal Financial Standards Will We Get ThereGRAND 12-14 | FOS ACCG
Department of the Treasuryrsquos Office of Financial Innovation and Transformation (FIT) is defining federal financial standard references to promote innovation a common knowledge base and processes to improve interoperability of federal systems Join this session for an update on FITrsquos work and the expected benefits of this initiative
M Marshall Henry FM Program Manager Treasury Fiscal Service
1145 am ndash 1245 pm
National Awards LuncheonCYPRESS BALLROOM
1 ndash 2 pm
Financial Management Standards Board MeetingWASHINGTON
34 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1 ndash 215 pm
W111 Conducting Effective Assessments of Internal ControlsCRYSTAL K-L | FOS ACCG
This session will introduce participants to key concepts issues and standards necessary to design and implement policies to achieve the organizationrsquos objectives
M Sefton Boyars ConsultantTrainer Sefton Boyars CGFM CPA
W112 New Fraud Fighters Cryptocurrencies Blockchain and Secure TransactionsCRYSTAL C-F | FOS AUD
Government is inherently a transactional business From deeds to disbursements the quantity of documents governments maintain on paper and digital image continues to grow Criminals are abusing the current processes to commit fraud at an increasing rate Learn how you can use Blockchain to disrupt and combat fraud
M Jay Schulman Principal RSM US LLP
W113 Data Visualization mdash Using Geographic Information Systems as an Audit ToolGRAND 9-11 | FOS AUDG
Geographic Information Systems (GIS) are increasingly being utilized as a tool to present audit information Learn from experts on how recipients of government services using GIS provides a wealth of audit opportunities
M Gwendolyn Sewell Chief Mission Compliance and Audit ReadinessAccounting Air Force
W114 Finance 2020 Embracing the Changes to ComeCRYSTAL A-B | FOS MGMT
What is the role of CFOs and senior finance staff in this rapidly changing digital world This session will explore the evolution in the field from an expense control spreadsheet-driven and retrospective reporting center into a predictive analytics powerhouse
M Scott Quehl Sr Principal Accenture Federal Services
W115 Quality Management ConfrontationGRAND 12-14 | FOS MGMT
How do you optimize resources and maximize efficiency Join our panel of experts as they discuss various topics in performance management and answer questions such as ldquoHow is quality management implemented throughout an organizationrdquo and ldquoHow do you view and plan around resource allocationrdquo
M Wayne Ference Partner Castro amp Company LLC
W116 Enterprise Risk Management Stories from the Front LinesCRYSTAL H | FOS MGMT
For the past two years agencies have been working to implement the changes made to OMB A-123 This session will feature feedback from agency risk officers on whether ERM is living up to expectations
M Tom Carroll CFO AOC
AGA PDT 2018 | ORLANDO 35
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W117 Leadership Keys to SuccessCRYSTAL M-Q | FOS PD
Gain perspective from a senior leader in government about how you can make a difference in your organization This entertaining session will cover how to develop people build trust cultivate relationships and communicate more effectively Leadership is possible at any level of government
M Mary Peterman Dep Chief Finance and Procurement AOUSC
W118 Building an Optimal Analytics-Driven Program Integrity OfficeCANARY 1-2 | FOS MGMT
With the passage of the Fraud Reduction and DATA Act agencies are under increased pressure to have effective program integrity offices that leverage data analytics and focus on outcomes Hear best practices found from a comprehensive pilot project conducted at the VA
M Linda Miller Dir Grant Thornton LLP
W119 Competencies The Thread that BindsCANARY 3-4 | FOS HR
DoD like other agencies is required by law to develop functional competencies to use in strategic workforce planning The DoD FM community developed 24 enterprise-wide FM competencies Learn how these competencies serve as the thread which binds the FM workforce development portfolio into a coherent strategic plan which guides career development
M Jansen Sauvageau SVP PNC Bank
230 ndash 3 pm
AGA National President Gavel ExchangeCYPRESS BALLROOM
3 ndash 4 pm
W120 Closing Plenary Session Shift Your Brilliance Leading Amidst UncertaintyCYPRESS BALLROOM | FOS PD
This session will teach participants how to solve problems get out of the past and think like a leader of the future You will develop an enhanced sense of perspective understand where you shine and learn how to lead without a title to create effective change
Simon Bailey Author amp Inspirational Coach
M John Lynskey AGA 2018ndash2019 National President
6 ndash 11 pm
Presidentrsquos Appreciation ReceptionROYALSABALSAGO
Join us as we celebrate and thank 2017ndash2018 AGA National President Jim Arnette for his service and contributions to AGA and the financial management community
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
36 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
AGA PDT 2018 | ORLANDO 37
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
Please join us in thanking our sponsors for their generous support of AGArsquos 2018 Professional Development Training
PLATINUM SPONSORS
Accenture Federal ServicesVIRTUAL EXPERIENCE
Rowan MirandaManaging Dir CFO Advisory Practice Leadrowanamirandaaccenturefederalcomwwwaccenturefederalcom
Accenture Federal Services a wholly owned subsidiary of Accenture LLP is a US company with offices in Arlington Va Accenturersquos federal business has served every cabinet-level department and 30 of the largest federal organizations Accenture Federal Services transforms bold ideas into breakthrough outcomes for clients at defense intelligence public safety civilian and military health organizations
Grant Thornton LLPTOTE BAGS
Robert SheaPrincipal Global Public Sectorrobertsheausgtcomwwwgranthorntoncompublicsector
Grant Thornton LLP the US member firm of Grant Thornton International is one of six global accounting tax and business advisory organizations Our Global Public Sector based in Alexandria Va is a management consulting business providing responsive and innovative financial performance management and systems solutions to governments and international organizations
GOLD SPONSORS
CGIDIGITAL EXECUTIVE SESSION
Kevin GreerVP Mgmt Consulting KevinGreercgifederalcomwwwcgifederalcomusfederal
A global leader in IT business process and professional services CGI partners with federal agencies to provide end-to-end solutions for defense civilian and intelligence missions Since 1976 we have delivered quality services to help clients achieve results at every stage of the program product and business lifecycle
38 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CliftonLarsonAllenBADGE HOLDERS
Doreen ShuteManaging Principal Fed Govt SvcsDoreenShuteCLAconnectcomwwwCLAconnectcom
CLA is a professional services firm delivering integrated advisory outsourcing and public accounting capabilities to help clients succeed professionally and personally Our practice group members are recognized industry experts and established leaders in the government community We focus on active engagement in the industry a sentiment beyond meeting requirements and standards
DeloitteWATER BOTTLESHYDRATION STATIONS
Colin Duncan Managing Dircoduncandeloittecom wwwdeloittecomusfederal
Deloittersquos Government and Public Services practice consists of more than 12000 professionals across the country serving federal state and local government and higher education clients across consulting and advisory functions bring fresh perspective mdash from inside and outside government mdash to help solve our nationrsquos biggest challenges We bring insights from our client experience and research to drive bold and lasting results People Ideas Technology and Outcomes mdash all Designed for Impact
EYAGA EXECUTIVE SESSION
Bill ColbertPartner PI Financebillcolberteycomwwweycomgovpublicsector
The Government and Public Sector practice of Ernst amp Young LLP provides a full range of consulting and audit services leveraging our experience with both government and commercial clients We deliver real change and measurable results through our diverse high-performing teams operational know-how from across our global organization and bold ideas tailored to each clientrsquos unique mission
AGA PDT 2018 | ORLANDO 39
GOLD SPONSORS (continued)
GuidehouseMONDAY LUNCHEON
Christina VanecekMarketing Mgrcvanecekguidehousecomwwwguidehousecom
Guidehouse formerly PwC Public Sector provides management technology and risk consulting to clients around the world through more than 1600 professionals in 20 locations Now as Guidehouse we offer the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected
Kearney amp CompanyPHOTO BOOTH
Erika SteiningerPartneresteiningerkearneycocomwwwkearneycocom
Kearney amp Company a CPA and consulting firm exclusively serving the Federal Government takes pride in its ability to assist agencies in meeting business objectives and complying with complex requirements Practice areas include Financial Reporting and Accounting Support Internal ControlsA-123 Financial Services Financial Healthcare Services Advisory Services and Program Management
KPMG LLPHOST COMMITTEE SHIRTS MONDAY BREAKFAST
Diane DudleyPartner-in-Charge Fed Auditddudleykpmgcomwwwkpmgcom
For more than 100 years KPMG LLP has assisted the government in the civilian defense and intelligence sectors Today we help these organizations adapt to new environments by working with them to transform business models leverage data protect information assets and provide assurance services while focusing on their mission
40 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
CPAG Small Business CommitteeTUESDAY LUNCHEON
Dedicated members of AGArsquos Small Business Committee are proud to sponsor the 2018 PDT Tuesday Awards Luncheon Thank you to 2nd Wave Castro amp Co Immersion RMA Associates TFC Consulting Trilogy Federal and Watkins Government Services
Get Inspired During PDTthen submit your best practices to the Journal of Government Financial Management by Sept 1 2018
Learn more and view the 2018ndash2019 editorial calendar at wwwagacgfmorgjournal
SILVER SPONSORS
JP MorganTUESDAY BREAKFAST
Denise PetittaExec DirDenisePetittajpmorgancomwwwjpmorgancom
JP Morgan is a premier corporate and investment bank with a full suite of global financial services and capabilities Our clients include the worldrsquos most important corporations governments financial institutions pensions sovereign wealth organizations states and municipalities we offer strategic advice and deliver banking services in more than 100 countries
AGA PDT 2018 | ORLANDO 41
SILVER SPONSORS (continued)
RSM US LLPPDT APP amp WIFI
Mary GoldsmithFed Bus Dev Dirmarygoldsmithrsmuscomwwwrsmuscom
RSM US LLP provides risk financial and technology management consulting services to the public sector We are an inclusive enterprise and support AGA CPAG and Womenrsquos forum We help federal state and local entities improve performance through a comprehensive understanding of their business models internal processes objectives and daily realities
BRASS SPONSORS
Automation AnywhereSTANDING SIGN
Sharon OrsquoNeillHead of Americas Field Marketingsharononeillautomationanywherecom wwwautomationanywherecom
Automation Anywhere is the global leader in enterprise-grade comprehensive Robotic Process Automation software including Cognitive and real-time analytics Over 1000 of the worldrsquos largest brands use our platform to create and manage their Digital Workforce and scale their business processes faster with near-zero error rates while dramatically reducing operational costs
Crowe LLPTUESDAY AM COFFEE BREAK
Bert NeuhringRisk Consulting Partnerbertnuehringcrowecomwwwcrowecom
Crowe LLP is a public accounting consulting and technology firm with offices around the world Crowe uses its deep industry expertise to provide audit services to public and private entities The firm and its subsidiaries also help clients make smart decisions that lead to lasting value with its tax advisory risk and performance services
42 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
BRASS SPONSORS (continued)
MastercardMONDAY AFTERNOON COFFEE BREAK
MariBeth McCarthyVP Bus Leadermaribeth_mccarthymastercardcomwwwmastercardcom
Mastercard (NYSE MA) is a technology company in the global payments industry We operate the worldrsquos fastest payments-processing network connecting consumers financial institutions merchants governments and businesses in more than 210 countries and territories Mastercardrsquos products and solutions make everyday commerce activities easier more secure and more efficient for everyone
PNC BankDIRECTIONAL SIGNAGE
Lauren GradwellAccount MgrLaurengradwellpnccomwwwpnccomideas
PNC is one of the nationrsquos largest financial services organizations providing retail and business banking residential mortgage banking specialized services for corporations and government entities including corporate banking treasury management real estate finance asset-based lending wealth management and asset management We are focused on delivering ideas insight and solutions to our clients to help them maximize the value of their business
Williams AdleyMONDAY MORNING COFFEE BREAK
Melinda BuckBus Dev Leadmbuckwilliamsadleycomwwwwilliamsadleycom
Williams Adley is one of the countryrsquos premier certified public accounting and management consulting firms Our diverse knowledge backgrounds and subject-matter expertise help a wide variety of government agencies and businesses achieve their financial program and information technology goals
AGA PDT 2018 | ORLANDO 43
MEDIA SPONSORS
Government Matters
John Meyer Managing DirjmeyerGovMatterstv wwwGovMatterstv
Government Matters is a television news program dedicated to providing non-partisan information and analysis to federal managers contractors and those supporting the federal marketplace The program airs weeknights in Washington DC on NewsChannel 8 Sunday Mornings on ABC 7 and worldwide on the American Forces Network (AFN)
GOVERNING
Meg Keller Dir of Marketingmkellergoverningcomwwwgoverningcom
For 25 years GOVERNING has been the only publication dedicated to providing the information insight and inspiration state and local leaders need to govern effectively Subscriptions for most state and local government professionals are free as is attendance at most GOVERNING events
Route Fifty
Hilery Sirpis Publisherhsirpisgovexeccomwwwroutefiftycom
Route Fifty a new digital publication and events brand from Atlantic Mediarsquos Government Executive Media Group connects leaders and ideas advancing state and local governments with news insight and resources It facilitates sharing of best practices and ideas among those creating government programs policies and institutions for the 21st century
44 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Play AGArsquos Exhibitor Hunt and win big prizes
including FREE registration to an
upcoming AGA training event
View CPEs Earned
Visit httpsessions ats-leads comagapdt2018 and enter your badge number to view CPEs earned during PDT
Note Only CPEs earned from previous day(s) can be viewed
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Service amp Silent
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Kearney amp CoPhoto Booth
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VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
MAINENTRANCE
Stop by PDT 2019 Booth 102
Relax RechargeGet a free massage
46 AGACGFM | PDT18
Exhibit Hall Floor Plan
Exhibitors by Booth Number
Company Name Booth
Infor 100 Bureau of the Fiscal Service 101Audimation Services 104American Society of Military Comptrollers 106Kearney Photo Booth 107Graduate School 108 Sehlke Consulting LLC 200Guidehouse 201Kforce Government Solutions Inc 202mLINQS LLC 203RSM US LLP 207GrantSolutions 209ACL Services Ltd 300Williams Adley 301CohnReznick Government 302AOC Solutions 303CGI Federal 306Virtual Experience with Accenture 307Savantage Solutions 308TeraThink Corporation 400Lynch Consultants LLC 401Interior Business Center 402GEHA 403
Company Name Booth
IFAS LLC 407TFC Consulting Inc 409Grant Thornton LLP 500RMA Associates LLC 501Castro amp Company LLC 503KPMG LLP 506AGA Community Service amp Silent Auction 507Kearney amp Company 600EY 601AGA 607J P Morgan 701FI Consulting 703CliftonLarsonAllen LLP 706MorganFranklin Consulting 707Becker Professional Education 709Management Concepts 800Qlik Tech Inc 801U S Army Financial Management Command 802The MIL Corporation 805Immersion Consulting 806Automation Anywhere 809
ACL Services LtdBOOTH 300wwwaclcom
ACL is a global software company with innovative solutions for public sector professionals to keep processes in check and provide higher levels of assurance through team-based analytic approaches ACLrsquos platform has helped over 250 government offices globally to bolster compliance manage risks and assure effective governance Learn more at our booth and wwwaclcom
AGABOOTH 607wwwagacgfmorg
AGA is the member organization for government financial management professionals We lead and encourage change that benefits our field and all citizens Our networking events professional certification publications and ongoing education help members build skills and advance their careers Learn about our thought-leadership library online tools CGFM designation and more
AGA PDT 2018 | ORLANDO 47
Exhibitor Appreciation AGA Corporate Partner
AGA Community Service amp Silent AuctionBOOTH 507
Buy tickets and bid for great prizes in our silent auction including gift certificates gift baskets sports memorabilia vacations and more Proceeds support AGArsquos National Community Service Fund the American Cancer Society the American Heart Association the Humane Society and Habitat for Humanity Winners posted daily present the winning ticket to claim your prize
AGA New Orleans ChapterBACK OF EXHIBIT HALLwwwagacgfmorgneworleans
Stop by our booth to learn more about New Orleans and plan your trip to PDT 2019 scheduled for July 21ndash24 2019 You might win a free PDT 2019 registration
American Society of Military Comptrollers BOOTH 106wwwasmconlineorg
ASMC is the non-profit educational and professional organization for persons military and civilian in the overall field of military comptrollership ASMC promotes the education and training of its members and supports the development and advancement of the military comptrollership profession The society provides professional programs to keep members abreast of current issues and encour-ages the exchange of information techniques and approaches
AOC SolutionsBOOTH 303wwwaocfederalsolutionscom
AOC Solutions Inc is a Service-Disabled Veteran-Owned Business providing financial management federal accounting audit readiness support and technology services AOC thought leaders are dedicated to helping agencies identify better ways to analyze accounting and financial data for cost reduction and increased efficiency
Audimation ServicesBOOTH 104wwwaudimationcom
Audimation Services Inc is the US distributor of CaseWare IDEAreg a powerful user-friendly data analytics software tool designed to help profes-sionals extend auditing capabilities detect fraud and meet documentation standards We specialize in helping organizations streamline audits simplify data acquisition and improve business processes
Automation Anywhere BOOTH 809
See write-up on page 42
Becker Professional EducationBOOTH 709wwwbeckercom
Do you need CPE for CGFMreg CPA or the new DoD FM Certification Come ask about our Government Family Offer Nearly half a million professionals have advanced their careers through our CPE programs including CPA Exam Review PMPreg Exam Review Cybersecurity Six Sigma and more And be sure to check out our new program for Certified Anti-Money Laundering Specialists (CAMS)
Bureau of the Fiscal ServiceBOOTH 101wwwfiscaltreasurygov
The Bureau of the Fiscal Service serves as a catalyst for transforming the way the federal government manages finances and delivers shared services Our passion is improving financial management and shared service delivery through efficient and effective operations and through guidance and assistance to others
48 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Castro amp Company LLCBOOTH 503www castroco com
Headquartered in Washington DC Castro amp Company is an audit advisory and accounting services CPA firm with a strong federal customer focus We are a Minority-Owned Small Business offering the personalized services of a small firm with the full resources and quality expected from a larger CPA firm
CGI FederalBOOTH 306
See write-up on page 38
CliftonLarsonAllen LLPBOOTH 706
See write-up on page 39
CohnReznick GovernmentBOOTH 302www cohnreznick com
CohnReznick Government provides audit accounting and financial management compliance risk and integrity monitoring program and project management and disaster response and recovery Our comprehensive project management approach provides clients with reliable processes and delivers accounting insights to help government organizations improve communication administer fiscal and operational strategies and meet compliance requirements
EYBOOTH 601
See write-up on page 39
FI ConsultingBOOTH 703www ficonsulting com
FI Consulting develops effective practical solutions to help federal agencies achieve their missions while operating efficiently managing risk and adapting to a changing policy environment We apply our core strengths in Data Analytics Modeling and Technology to gain program performance insight manage risk improve operations and better deliver mission
GEHABOOTH 403www geha com
GEHA provides medical and dental plans through the FEHB and FEDVIP programs for more than 18 million federal employees retirees and their families GEHA members receive year-round vision and hearing benefits plus other discounts For more information please stop by our booth or visit gehacom and gehadentalcom
Graduate SchoolBOOTH 108www graduateschool edu
Graduate School USA provides a wide range of learning opportunities in formats accessible to adult learners everywhere through training continuing education courses executive and leadership development and credit offerings For professionals in the government auditing and financial management community we offer a comprehensive curriculum taught by leading practitioners
Grant Thornton LLPBOOTH 500
See write-up on page 38
AGA PDT 2018 | ORLANDO 49
GrantSolutionsBOOTH 209www grantsolutions gov
GrantSolutions supports Federal agencies throughout the grants lifecycle mdash from pre-award planning through application award and closeout Our service finds solutions for shared mission needs across agencies while incorporating unique business and regulatory processes for grant programs GrantSolutions is an OMB-selected grants business leader providing end-to-end innovative grants management services dedicated to advancing the mission of Federal agencies
GuidehouseBOOTH 201
See write-up on page 40
IFAS LLCBOOTH 407www ifas-llc com
IFAS is an 8(a) Service-Disabled Veteran-Owned Small Business Woman-Owned Small Disadvan-taged Business providing Program Management Business and Finance Operations Integrated Logistics and IT Support Services to meet specific needs of our clients We provide geographically dispersed support available when and where you need us
Immersion ConsultingBOOTH 806www immersioninc com
Immersion Consulting a Service-Disabled Veteran-Owned Small Business headquartered in Annapolis Md provides business management and technology consulting to government nonprofit and commercial clients Founded in 2004 we specialize in program management financial management technology services and training Our mission provide clients with actionable business solutions that yield sustainable results
InforBOOTH 100www infor com
Infor Public Sector solutions streamline financial management across multiple systems With more than 25 years of public sector experience Infor helps you meet organization demands including budget and audit readiness performance management and financial control with flexible solution deployment options to help you operate more quickly and efficiently
Interior Business CenterBOOTH 402www doi govibc
The Interior Business Center one of several OMB-approved interagency shared-service providers offers acquisition financial manage-ment and HR under a fee-for-service full cost recovery business model By assisting multiple federal organizations IBC can leverage resources to share economies and efficiencies with external customers and our parent agency the US Department of the Interior
JP MorganBOOTH 701
See write-up on page 41
Kearney amp CompanyBOOTH 600
See write-up on page 40
Kforce Governnment Solutions IncBOOTH 202www kforcegov com
Kforce Government Solutions Inc (KGS) provides management and technology solutions to Federal Government and State and local agencies We deliver customized solutions across financial management organizational transformation and IT to solve our clientsrsquo most complex mission and business challenges KGS also offers the innovative TraumaFXreg line of medical training manikins
50 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
KPMG LLPBOOTH 506
See write-up on page 40
Lynch Consultants LLCBOOTH 401www lynchconsultants com
Lynch Consultants provides strategic financial and program advisory and assistance services to the federal government We partner with clients to deliver project management services financial and business support and strategic policy solutions for complex government programs Clients include numerous federal departments including DoD Navy Army VA HHS and HUD
Management ConceptsBOOTH 800www managementconcepts com
Management Concepts is a leading provider of professional development performance improve-ment and talent management solutions for the public sector Since 1973 we have collaborated with the federal government state and local offices non-profit organizations universities and corporations to enhance the performance of teams and organizations Follow us on Twitter Mgmt_Concepts
The MIL CorporationBOOTH 805www milcorp com
The MIL Corporation has grown steadily for 36 years and remains dedicated to excellence service and support across our four major service areas financial management and systems support information technology cyber security and systems and C4 engineering For more information please visit us at wwwmilcorpcom or on Facebook at httptinyurlcomFacebookMIL
mLINQS LLCBOOTH 203www mLINQS net
mLINQS a Service-Disabled Veteran-Owned Small Business founded in 2003 provides the govern-mentrsquos leading employee relocation management system and E-Gov travel (ETS2) consulting services Since 2004 mLINQS relocation system has automated relocations and tracked expenses for more than 30 agencies
MorganFranklin ConsultingBOOTH 707www morganfranklin com
MorganFranklin Consulting headquartered in McLean Va provides business consulting and technology solutions to public companies fast-growing private companies and US govern-ment agencies Third-party customer satisfaction surveys highlight the companyrsquos reputation for being hands-on flexible and skilled at bringing diverse groups together to complete projects on time and within budget
Qlik Tech IncBOOTH 801www qlik com
Qlikreg is the leading data analytics platform and the pioneer of user-driven business intelligence Its portfolio of cloud-based and on-premise solutions meets customersrsquo growing needs from reporting and self-service visual analysis to guided embedded and custom analytics regardless of where data is located
RMA Associates LLCBOOTH 501www rmafed com
RMA an SBA Certified 8(a) Small Business located in the Washington DC metropolitan area specializes in audit consulting and advisory
AGA PDT 2018 | ORLANDO 51
RSM US LLPBOOTH 207
See write-up on page 42
Savantage SolutionsBOOTH 308www savantage net
Savantage Solutions a CMMIreg Level 3 Rated and ISO 90012008 certified company is a leading provider of software development business consulting and program management support services One of only five vendors of financial management systems certified for federal use Savantage takes pride in its service excellence
Sehlke Consulting LLCBOOTH 200www sehlkeconsulting com
Founded in 2011 Sehlke Consulting is a Service-Disabled Veteran-Owned Small Business and Historically Underutilized Business Zone (HUBZone) firm based in Arlington Va We provide comprehensive leading solutions in Financial Management Acquisition Management Logistics and Supply Chain Management and National Security amp Defense Programs
TeraThink CorporationBOOTH 400www terathink com
TeraThink takes pride in the outstanding reputation we have earned over the past 15 years for delivering superior results to federal customers With expertise in agile development enterprise application technologies financial services and cloud solutions our delivery platform brings exceptional scale and value to support customersrsquo transformation business automation and mission-related goals Visit our booth and wwwTeraThinkcom for more information
TFC Consulting IncBOOTH 409www tfcci net
A licensed CPA firm Small Disadvantaged Business and ISO 9001_2015-certified enterprise TFC is the trusted partner of federal agencies facing complex financial management challenges Now celebrating 15 years of success and excellence in assisting clients TFC develops and implements comprehensive solutions to improve financial management environments and achieve operational efficiency
US Army Financial Management CommandBOOTH 802www facebook comUSAFMCOM
US Army Financial Management Command is responsible for the delivery of Army-wide Financial Management (FM) functions including Enterprise Resource Planning systems support audit and compliance support financial operations support and ERP business process standardization support and for providing operational oversight of Army field FM activities
Williams AdleyBOOTH 301
See write-up on page 43
Note The contents of this exhibitor list were compiled from information supplied by exhibitors While every effort has been made to ensure contents are correct AGA is unable to accept liability for errors or omissions or for any claims made by exhibitors
52 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AGA PDT 2018 | ORLANDO 53
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AIG Assistant Inspector GeneralAssoc AssociateAsst AssistantBus BusinessCEO Chief Executive OfficerCFO Chief Financial OfficerCIO Chief Information OfficerCo CountyComm CommitteeCOO Chief Operating OfficerCPAG Corporate Partner Advisory GroupDep DeputyDept DepartmentDev DevelopmentDir DirectorDiv DivisionEduc EducationERM Enterprise Risk ManagementExec ExecutiveFed FederalFM Financial ManagementGM General Manager Govt Government
Fields of Study See page 4 for list of Fields of Study
AOC Architect of the CapitolAOUSC Administrative Office of the
US CourtsCommerce US Department of CommerceDHHS US Department of Health
and Human ServicesDHS US Department of
Homeland SecurityDLA Defense Logistics AgencyDoD US Department of DefenseDoE US Department of EnergyDOI US Department of the InteriorDOJ US Department of JusticeDoS US Department of StateFASAB Federal Accounting Standards
Advisory BoardFiscal Service Bureau of the Fiscal ServiceFIT Office of Financial Innovation
and TransformationFMSB Financial Management Standards
BoardFTA Federal Transit Administration
HR Human ResourcesIG Inspector GeneralIT Information TechnologyMgmt ManagementMgr ManagerNatrsquol NationalOfc OfficePNP AGA Past National
PresidentPNT AGA Past National
TreasurerRPA Robotic Process
AutomationRVP Regional Vice PresidentSecrsquoy SecretarySME Subject Matter Expert Sr SeniorSvc ServiceSVP Senior Vice PresidentTech TechnicalUniv UniversityVP Vice President
GAO Government Accountability OfficeGASB Government Accounting Standards
BoardGSA US General Services
AdministrationHUD US Department of Housing
and Urban DevelopmentIRS Internal Revenue ServiceNASA National Aeronautics and Space
AdministrationNSF National Science FoundationOCFO Office of the Chief Financial OfficerOIG Office of Inspector GeneralOMB Office of Management and BudgetSBA Small Business AdministrationTreasury US Department of the TreasuryUSAID US Agency for International
DevelopmentUSDA US Department of AgricultureUSPTO US Patent and Trademark OfficeVA US Department of
Veteran Affairs
54 AGACGFM | PDT18
Glossary
MAIN CONVENTION CENTERSINGLE-LEVEL
REGISTRATION
CYBER LOUNGE
EX
HIB
IT H
ALL
PLENARY S
ESSIO
NS
AGA PDT 2018 | ORLANDO 55
Convention Center Floor Plans
圀䔀 䰀䤀匀吀䔀一 簀 圀䔀 䤀一一伀嘀䄀吀䔀 簀 圀䔀 䐀䔀䰀䤀嘀䔀刀
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䘀漀爀 洀漀爀攀 椀渀昀漀爀洀愀琀椀漀渀 挀漀渀琀愀挀琀 吀䘀䌀
椀猀 琀栀攀 琀爀甀猀琀攀搀 瀀愀爀琀渀攀爀 昀漀爀 昀攀搀攀爀愀氀 愀最攀渀挀椀攀猀 琀栀愀琀愀爀攀 昀愀挀椀渀最 挀漀洀瀀氀攀砀 ǻ渀愀渀挀椀愀氀 洀愀渀愀最攀洀攀渀琀 挀栀愀氀氀攀渀最攀猀
吀䘀䌀 䌀漀渀猀甀氀琀椀渀最 䤀渀挀
뜀뜀
뜀뜀뜀뜀
䔀渀琀攀爀瀀爀椀猀攀 刀椀猀欀 䤀渀琀攀爀渀愀氀䌀漀渀琀爀漀氀猀 䄀搀瘀椀猀漀爀礀䤀洀瀀爀漀瀀攀爀 倀愀礀洀攀渀琀猀䴀攀愀猀甀爀攀洀攀渀琀 刀攀洀攀搀椀愀琀椀漀渀䘀椀渀愀渀挀椀愀氀 刀攀瀀漀爀琀椀渀最 䄀䄀挀挀漀甀渀琀椀渀最 伀瀀攀爀愀琀椀漀渀猀䘀椀渀愀渀挀椀愀氀 匀琀愀琀攀洀攀渀琀 䌀漀洀瀀氀椀愀渀挀攀 䄀甀搀椀琀䐀愀琀愀 䄀渀愀氀礀琀椀挀猀 伀瀀琀椀洀椀稀愀琀椀漀渀䤀吀 匀攀挀甀爀椀琀礀 刀攀瘀椀攀眀 䄀猀猀攀猀猀洀攀渀琀
伀甀爀 瘀愀氀甀攀ⴀ愀搀搀攀搀 猀攀爀瘀椀挀攀猀㨀
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䴀愀渀礀 瀀愀琀栀猀Ⰰ 漀渀攀 挀漀爀爀攀挀琀 爀漀甀琀攀 䘀漀氀氀漀眀 吀䘀䌀 愀氀漀渀最 琀栀攀 爀漀甀琀攀 琀漀 猀甀挀挀攀猀猀 䘀椀爀猀琀 琀栀愀琀 挀漀爀爀攀挀琀氀礀
挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀
ARE YOU READY
cohnreznickcomindustriespublic-sector
CohnReznick helps forward-thinking public sector organizations address stringent regulatory requirements strengthen risk managementand achieve their business goals
Visit Us at Booth 302
T136 Improving Federal Government Employee MoraleCRYSTAL M-Q | FOS HR
What resources are available in the federal government structure to keep employees engaged and satisfied Are there things that the finance community can and should be doing to support employee morale in their agencies This session will explore how government offices can make changes that can result in higher productivity and employee engagement
M Anthony Scardino Dep Under Secrsquoy and Dep Dir USPTO
T137 Process Robotics Building Finance Bots LIVECRYSTAL A-B | FOS IT
Hear from digital labor experts about how operations improvements with robotics and cognitive solutions can drive greater efficiency cost management and employee morale This session will also feature a live demo of digital labor currently in action at a federal agency
M Chris Huff US Public Sector RPA Lead Deloitte Consulting LLP
AGA PDT 2018 | ORLANDO 31
Tuesday mdash AgendaGlossary on page 54Check PDT app for speakers
T138 Be Our Guest Magical Service for Finance CustomersCRYSTAL C-F | FOS MGMT
Disney has legendary customer service Hear about the practices taught by the Disney Institute and learn how you can deliver world-class financial accounting and audit services in your own organization
M Reed Waller Asst Dir Financial Management Initiatives Group DOJ
T139 Next Generation Leaders New Skills and New NeedsCRYSTAL H | FOS PD
Much has been discussed about millennials in the workplace but what are the keys to building the younger generation into effective leaders This session will explore how their immersion in technology gives them strengths and challenges when taking on new responsibilities as leaders in the federal workplace
M Doreen Shute Managing Principal CliftonLarsonAllen LLP
T140 Program Evaluation mdash Letrsquos Tell the TruthCRYSTAL K-L | FOS MGMT
This session will discuss the benefits of conducting program evaluations to determine program effectiveness support data analyses and make informed budget decisions Hear from federal state and local representatives who have conducted program evaluations and learn how the results were used
M Robert Tuccillo CFO Federal Transit Administration
T141 Look No Further Intergovernmental Job Aids to the RescueGRAND 9-11 | FOS ACCG
Learn about available tools guides and job aids for all levels of government developed by AGArsquos Intergovernmental Partnership (IP) program During this session government leaders will showcase tools and other resources available on AGArsquos website (wwwagacgfmorgtools-resources)
M Clark Partridge State Controller AZ
405 ndash 530 pm
Corporate Partner Advisory Group (CPAG) MeetingNEW ORLEANS
CPAG representatives and those from organizations interested in joining the program are invited to participate in this annual business meeting This meeting is an excellent opportunity to network with other corporate partner representatives and learn how to maximize your organizationrsquos partnership with AGA
8 ndash 10 pm
AGA Networking ReceptionMARRIOTT HOTEL LOBBY BAR
Join us for some after-dinner networking and socializing
32 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
See description on page 14
630 am ndash 4 pm
Registration Open
715 ndash 815 am
National Awards BreakfastCYPRESS BALLROOM
820 ndash 910 am
W100 Plenary Session OMBTreasuryDoD UpdateCYPRESS BALLROOM | FOS ACCG
David Lebryk Fiscal Asst Secrsquoy Treasury
David Norquist Under Secrsquoy of Defense (Comptroller) CFO DoD
Tim Soltis Dep Controller OMB
M Ann Ebberts CEO AGA
910 ndash 10 am
W101 Plenary Session Innovate the Way You InnovateCYPRESS BALLROOM | FOS PD
Learn how to create a culture of innovation within your organization Mr Shapiro will highlight how to use a challenge-centered approach to measure innovation the process of experimentation and how to maximize return on investments
Stephen Shapiro Innovation Expert
10 ndash 1030 am
Coffee BreakCRYSTAL FOYER
1030 ndash 1145 am
W102 One on One with GASB mdash An UpdateGRAND 9-11 | FOS ACCG
Meet with members of the GASB to receive the most up-to-date information regarding GASB standards exposure drafts and other projects that affect governments and their auditors
M Lealan Miller AGA FMSB Chair
W103 DoD Audit UpdateCANARY 1-2 | FOS AUD
This session will focus on the major audit and financial improvement activities underway across DoD
M Bryan Nelms Principal Kearney amp Company
W104 Understanding and Using the New Service Organization Control ReportsCANARY 3-4 | FOS AUDG
This session will discuss the significant changes underlying the new service organization control reports issued under AT-C 320 (formerly SSAE 16)
M Asif Khan Dir FM and Assurance GAO
W105 Managing in the Changing Workplace EnvironmentCRYSTAL A-B | FOS HR
Hear about the techniques and tools available to managers to maintain a team-building environment with a significant number of employees teleworking
M Thalia Melendez Dir of Audit Svcs NY State Educ Dept
AGA PDT 2018 | ORLANDO 33
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W106 Data All Around Us mdash CFOrsquos Move to a New NormalCRYSTAL M-Q | FOS IT
Advanced data analytics have turned data into powerful insights to manage programs and enhance the citizen experience as never before This session will explore how the availability of data is changing the role of the CFO
M Jorge Asef-Sargent Partner KPMG LLP
W107 How Emerging Technologies Will Transform Payments and CollectionsCRYSTAL K-L | FOS IT
Payments and collections are fertile ground for emerging technologies Artificial intelligence robotics Blockchain big data and the continued digitization of commerce will continue to transform payments and collections Panelists will share their futurist views of the payments and collections landscape
M Joe Hussey Managing Dir JP Morgan Treasury Services
W108 Cloud Enterprise Reporting mdash The FIRST FrontierCRYSTAL C-F | FOS IT
This session will explore cloud enterprise reporting Attendees will learn how to utilize the cloud to streamline external reporting by ingestion data centrally and then maximizing the utility of data to enhance integrity and inform management decisions
M Demek Adams Principal Grant Thornton LLP
W109 Annual Womenrsquos Forum Leading in Life and CareerCRYSTAL H | FOS PD
Empowered women are a cornerstone of effective government and a more competitive federal state and local workforce of the future Join this powerful annual convening of women leaders in accounting finance and technology as they discuss their journey and careers with high-impact and meaning
M Tracey Walker Natrsquol Dir Govt Affairs Culture Diversity and Inclusion RSM US LLP
W110 Federal Financial Standards Will We Get ThereGRAND 12-14 | FOS ACCG
Department of the Treasuryrsquos Office of Financial Innovation and Transformation (FIT) is defining federal financial standard references to promote innovation a common knowledge base and processes to improve interoperability of federal systems Join this session for an update on FITrsquos work and the expected benefits of this initiative
M Marshall Henry FM Program Manager Treasury Fiscal Service
1145 am ndash 1245 pm
National Awards LuncheonCYPRESS BALLROOM
1 ndash 2 pm
Financial Management Standards Board MeetingWASHINGTON
34 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1 ndash 215 pm
W111 Conducting Effective Assessments of Internal ControlsCRYSTAL K-L | FOS ACCG
This session will introduce participants to key concepts issues and standards necessary to design and implement policies to achieve the organizationrsquos objectives
M Sefton Boyars ConsultantTrainer Sefton Boyars CGFM CPA
W112 New Fraud Fighters Cryptocurrencies Blockchain and Secure TransactionsCRYSTAL C-F | FOS AUD
Government is inherently a transactional business From deeds to disbursements the quantity of documents governments maintain on paper and digital image continues to grow Criminals are abusing the current processes to commit fraud at an increasing rate Learn how you can use Blockchain to disrupt and combat fraud
M Jay Schulman Principal RSM US LLP
W113 Data Visualization mdash Using Geographic Information Systems as an Audit ToolGRAND 9-11 | FOS AUDG
Geographic Information Systems (GIS) are increasingly being utilized as a tool to present audit information Learn from experts on how recipients of government services using GIS provides a wealth of audit opportunities
M Gwendolyn Sewell Chief Mission Compliance and Audit ReadinessAccounting Air Force
W114 Finance 2020 Embracing the Changes to ComeCRYSTAL A-B | FOS MGMT
What is the role of CFOs and senior finance staff in this rapidly changing digital world This session will explore the evolution in the field from an expense control spreadsheet-driven and retrospective reporting center into a predictive analytics powerhouse
M Scott Quehl Sr Principal Accenture Federal Services
W115 Quality Management ConfrontationGRAND 12-14 | FOS MGMT
How do you optimize resources and maximize efficiency Join our panel of experts as they discuss various topics in performance management and answer questions such as ldquoHow is quality management implemented throughout an organizationrdquo and ldquoHow do you view and plan around resource allocationrdquo
M Wayne Ference Partner Castro amp Company LLC
W116 Enterprise Risk Management Stories from the Front LinesCRYSTAL H | FOS MGMT
For the past two years agencies have been working to implement the changes made to OMB A-123 This session will feature feedback from agency risk officers on whether ERM is living up to expectations
M Tom Carroll CFO AOC
AGA PDT 2018 | ORLANDO 35
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W117 Leadership Keys to SuccessCRYSTAL M-Q | FOS PD
Gain perspective from a senior leader in government about how you can make a difference in your organization This entertaining session will cover how to develop people build trust cultivate relationships and communicate more effectively Leadership is possible at any level of government
M Mary Peterman Dep Chief Finance and Procurement AOUSC
W118 Building an Optimal Analytics-Driven Program Integrity OfficeCANARY 1-2 | FOS MGMT
With the passage of the Fraud Reduction and DATA Act agencies are under increased pressure to have effective program integrity offices that leverage data analytics and focus on outcomes Hear best practices found from a comprehensive pilot project conducted at the VA
M Linda Miller Dir Grant Thornton LLP
W119 Competencies The Thread that BindsCANARY 3-4 | FOS HR
DoD like other agencies is required by law to develop functional competencies to use in strategic workforce planning The DoD FM community developed 24 enterprise-wide FM competencies Learn how these competencies serve as the thread which binds the FM workforce development portfolio into a coherent strategic plan which guides career development
M Jansen Sauvageau SVP PNC Bank
230 ndash 3 pm
AGA National President Gavel ExchangeCYPRESS BALLROOM
3 ndash 4 pm
W120 Closing Plenary Session Shift Your Brilliance Leading Amidst UncertaintyCYPRESS BALLROOM | FOS PD
This session will teach participants how to solve problems get out of the past and think like a leader of the future You will develop an enhanced sense of perspective understand where you shine and learn how to lead without a title to create effective change
Simon Bailey Author amp Inspirational Coach
M John Lynskey AGA 2018ndash2019 National President
6 ndash 11 pm
Presidentrsquos Appreciation ReceptionROYALSABALSAGO
Join us as we celebrate and thank 2017ndash2018 AGA National President Jim Arnette for his service and contributions to AGA and the financial management community
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CMY
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PDT AD Brain 2018pdf 1 51618 217 PM
36 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
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PDT AD Brain 2018pdf 1 51618 217 PM
AGA PDT 2018 | ORLANDO 37
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
Please join us in thanking our sponsors for their generous support of AGArsquos 2018 Professional Development Training
PLATINUM SPONSORS
Accenture Federal ServicesVIRTUAL EXPERIENCE
Rowan MirandaManaging Dir CFO Advisory Practice Leadrowanamirandaaccenturefederalcomwwwaccenturefederalcom
Accenture Federal Services a wholly owned subsidiary of Accenture LLP is a US company with offices in Arlington Va Accenturersquos federal business has served every cabinet-level department and 30 of the largest federal organizations Accenture Federal Services transforms bold ideas into breakthrough outcomes for clients at defense intelligence public safety civilian and military health organizations
Grant Thornton LLPTOTE BAGS
Robert SheaPrincipal Global Public Sectorrobertsheausgtcomwwwgranthorntoncompublicsector
Grant Thornton LLP the US member firm of Grant Thornton International is one of six global accounting tax and business advisory organizations Our Global Public Sector based in Alexandria Va is a management consulting business providing responsive and innovative financial performance management and systems solutions to governments and international organizations
GOLD SPONSORS
CGIDIGITAL EXECUTIVE SESSION
Kevin GreerVP Mgmt Consulting KevinGreercgifederalcomwwwcgifederalcomusfederal
A global leader in IT business process and professional services CGI partners with federal agencies to provide end-to-end solutions for defense civilian and intelligence missions Since 1976 we have delivered quality services to help clients achieve results at every stage of the program product and business lifecycle
38 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CliftonLarsonAllenBADGE HOLDERS
Doreen ShuteManaging Principal Fed Govt SvcsDoreenShuteCLAconnectcomwwwCLAconnectcom
CLA is a professional services firm delivering integrated advisory outsourcing and public accounting capabilities to help clients succeed professionally and personally Our practice group members are recognized industry experts and established leaders in the government community We focus on active engagement in the industry a sentiment beyond meeting requirements and standards
DeloitteWATER BOTTLESHYDRATION STATIONS
Colin Duncan Managing Dircoduncandeloittecom wwwdeloittecomusfederal
Deloittersquos Government and Public Services practice consists of more than 12000 professionals across the country serving federal state and local government and higher education clients across consulting and advisory functions bring fresh perspective mdash from inside and outside government mdash to help solve our nationrsquos biggest challenges We bring insights from our client experience and research to drive bold and lasting results People Ideas Technology and Outcomes mdash all Designed for Impact
EYAGA EXECUTIVE SESSION
Bill ColbertPartner PI Financebillcolberteycomwwweycomgovpublicsector
The Government and Public Sector practice of Ernst amp Young LLP provides a full range of consulting and audit services leveraging our experience with both government and commercial clients We deliver real change and measurable results through our diverse high-performing teams operational know-how from across our global organization and bold ideas tailored to each clientrsquos unique mission
AGA PDT 2018 | ORLANDO 39
GOLD SPONSORS (continued)
GuidehouseMONDAY LUNCHEON
Christina VanecekMarketing Mgrcvanecekguidehousecomwwwguidehousecom
Guidehouse formerly PwC Public Sector provides management technology and risk consulting to clients around the world through more than 1600 professionals in 20 locations Now as Guidehouse we offer the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected
Kearney amp CompanyPHOTO BOOTH
Erika SteiningerPartneresteiningerkearneycocomwwwkearneycocom
Kearney amp Company a CPA and consulting firm exclusively serving the Federal Government takes pride in its ability to assist agencies in meeting business objectives and complying with complex requirements Practice areas include Financial Reporting and Accounting Support Internal ControlsA-123 Financial Services Financial Healthcare Services Advisory Services and Program Management
KPMG LLPHOST COMMITTEE SHIRTS MONDAY BREAKFAST
Diane DudleyPartner-in-Charge Fed Auditddudleykpmgcomwwwkpmgcom
For more than 100 years KPMG LLP has assisted the government in the civilian defense and intelligence sectors Today we help these organizations adapt to new environments by working with them to transform business models leverage data protect information assets and provide assurance services while focusing on their mission
40 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
CPAG Small Business CommitteeTUESDAY LUNCHEON
Dedicated members of AGArsquos Small Business Committee are proud to sponsor the 2018 PDT Tuesday Awards Luncheon Thank you to 2nd Wave Castro amp Co Immersion RMA Associates TFC Consulting Trilogy Federal and Watkins Government Services
Get Inspired During PDTthen submit your best practices to the Journal of Government Financial Management by Sept 1 2018
Learn more and view the 2018ndash2019 editorial calendar at wwwagacgfmorgjournal
SILVER SPONSORS
JP MorganTUESDAY BREAKFAST
Denise PetittaExec DirDenisePetittajpmorgancomwwwjpmorgancom
JP Morgan is a premier corporate and investment bank with a full suite of global financial services and capabilities Our clients include the worldrsquos most important corporations governments financial institutions pensions sovereign wealth organizations states and municipalities we offer strategic advice and deliver banking services in more than 100 countries
AGA PDT 2018 | ORLANDO 41
SILVER SPONSORS (continued)
RSM US LLPPDT APP amp WIFI
Mary GoldsmithFed Bus Dev Dirmarygoldsmithrsmuscomwwwrsmuscom
RSM US LLP provides risk financial and technology management consulting services to the public sector We are an inclusive enterprise and support AGA CPAG and Womenrsquos forum We help federal state and local entities improve performance through a comprehensive understanding of their business models internal processes objectives and daily realities
BRASS SPONSORS
Automation AnywhereSTANDING SIGN
Sharon OrsquoNeillHead of Americas Field Marketingsharononeillautomationanywherecom wwwautomationanywherecom
Automation Anywhere is the global leader in enterprise-grade comprehensive Robotic Process Automation software including Cognitive and real-time analytics Over 1000 of the worldrsquos largest brands use our platform to create and manage their Digital Workforce and scale their business processes faster with near-zero error rates while dramatically reducing operational costs
Crowe LLPTUESDAY AM COFFEE BREAK
Bert NeuhringRisk Consulting Partnerbertnuehringcrowecomwwwcrowecom
Crowe LLP is a public accounting consulting and technology firm with offices around the world Crowe uses its deep industry expertise to provide audit services to public and private entities The firm and its subsidiaries also help clients make smart decisions that lead to lasting value with its tax advisory risk and performance services
42 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
BRASS SPONSORS (continued)
MastercardMONDAY AFTERNOON COFFEE BREAK
MariBeth McCarthyVP Bus Leadermaribeth_mccarthymastercardcomwwwmastercardcom
Mastercard (NYSE MA) is a technology company in the global payments industry We operate the worldrsquos fastest payments-processing network connecting consumers financial institutions merchants governments and businesses in more than 210 countries and territories Mastercardrsquos products and solutions make everyday commerce activities easier more secure and more efficient for everyone
PNC BankDIRECTIONAL SIGNAGE
Lauren GradwellAccount MgrLaurengradwellpnccomwwwpnccomideas
PNC is one of the nationrsquos largest financial services organizations providing retail and business banking residential mortgage banking specialized services for corporations and government entities including corporate banking treasury management real estate finance asset-based lending wealth management and asset management We are focused on delivering ideas insight and solutions to our clients to help them maximize the value of their business
Williams AdleyMONDAY MORNING COFFEE BREAK
Melinda BuckBus Dev Leadmbuckwilliamsadleycomwwwwilliamsadleycom
Williams Adley is one of the countryrsquos premier certified public accounting and management consulting firms Our diverse knowledge backgrounds and subject-matter expertise help a wide variety of government agencies and businesses achieve their financial program and information technology goals
AGA PDT 2018 | ORLANDO 43
MEDIA SPONSORS
Government Matters
John Meyer Managing DirjmeyerGovMatterstv wwwGovMatterstv
Government Matters is a television news program dedicated to providing non-partisan information and analysis to federal managers contractors and those supporting the federal marketplace The program airs weeknights in Washington DC on NewsChannel 8 Sunday Mornings on ABC 7 and worldwide on the American Forces Network (AFN)
GOVERNING
Meg Keller Dir of Marketingmkellergoverningcomwwwgoverningcom
For 25 years GOVERNING has been the only publication dedicated to providing the information insight and inspiration state and local leaders need to govern effectively Subscriptions for most state and local government professionals are free as is attendance at most GOVERNING events
Route Fifty
Hilery Sirpis Publisherhsirpisgovexeccomwwwroutefiftycom
Route Fifty a new digital publication and events brand from Atlantic Mediarsquos Government Executive Media Group connects leaders and ideas advancing state and local governments with news insight and resources It facilitates sharing of best practices and ideas among those creating government programs policies and institutions for the 21st century
44 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Play AGArsquos Exhibitor Hunt and win big prizes
including FREE registration to an
upcoming AGA training event
View CPEs Earned
Visit httpsessions ats-leads comagapdt2018 and enter your badge number to view CPEs earned during PDT
Note Only CPEs earned from previous day(s) can be viewed
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VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
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MAIN
VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
MAINENTRANCE
Stop by PDT 2019 Booth 102
Relax RechargeGet a free massage
46 AGACGFM | PDT18
Exhibit Hall Floor Plan
Exhibitors by Booth Number
Company Name Booth
Infor 100 Bureau of the Fiscal Service 101Audimation Services 104American Society of Military Comptrollers 106Kearney Photo Booth 107Graduate School 108 Sehlke Consulting LLC 200Guidehouse 201Kforce Government Solutions Inc 202mLINQS LLC 203RSM US LLP 207GrantSolutions 209ACL Services Ltd 300Williams Adley 301CohnReznick Government 302AOC Solutions 303CGI Federal 306Virtual Experience with Accenture 307Savantage Solutions 308TeraThink Corporation 400Lynch Consultants LLC 401Interior Business Center 402GEHA 403
Company Name Booth
IFAS LLC 407TFC Consulting Inc 409Grant Thornton LLP 500RMA Associates LLC 501Castro amp Company LLC 503KPMG LLP 506AGA Community Service amp Silent Auction 507Kearney amp Company 600EY 601AGA 607J P Morgan 701FI Consulting 703CliftonLarsonAllen LLP 706MorganFranklin Consulting 707Becker Professional Education 709Management Concepts 800Qlik Tech Inc 801U S Army Financial Management Command 802The MIL Corporation 805Immersion Consulting 806Automation Anywhere 809
ACL Services LtdBOOTH 300wwwaclcom
ACL is a global software company with innovative solutions for public sector professionals to keep processes in check and provide higher levels of assurance through team-based analytic approaches ACLrsquos platform has helped over 250 government offices globally to bolster compliance manage risks and assure effective governance Learn more at our booth and wwwaclcom
AGABOOTH 607wwwagacgfmorg
AGA is the member organization for government financial management professionals We lead and encourage change that benefits our field and all citizens Our networking events professional certification publications and ongoing education help members build skills and advance their careers Learn about our thought-leadership library online tools CGFM designation and more
AGA PDT 2018 | ORLANDO 47
Exhibitor Appreciation AGA Corporate Partner
AGA Community Service amp Silent AuctionBOOTH 507
Buy tickets and bid for great prizes in our silent auction including gift certificates gift baskets sports memorabilia vacations and more Proceeds support AGArsquos National Community Service Fund the American Cancer Society the American Heart Association the Humane Society and Habitat for Humanity Winners posted daily present the winning ticket to claim your prize
AGA New Orleans ChapterBACK OF EXHIBIT HALLwwwagacgfmorgneworleans
Stop by our booth to learn more about New Orleans and plan your trip to PDT 2019 scheduled for July 21ndash24 2019 You might win a free PDT 2019 registration
American Society of Military Comptrollers BOOTH 106wwwasmconlineorg
ASMC is the non-profit educational and professional organization for persons military and civilian in the overall field of military comptrollership ASMC promotes the education and training of its members and supports the development and advancement of the military comptrollership profession The society provides professional programs to keep members abreast of current issues and encour-ages the exchange of information techniques and approaches
AOC SolutionsBOOTH 303wwwaocfederalsolutionscom
AOC Solutions Inc is a Service-Disabled Veteran-Owned Business providing financial management federal accounting audit readiness support and technology services AOC thought leaders are dedicated to helping agencies identify better ways to analyze accounting and financial data for cost reduction and increased efficiency
Audimation ServicesBOOTH 104wwwaudimationcom
Audimation Services Inc is the US distributor of CaseWare IDEAreg a powerful user-friendly data analytics software tool designed to help profes-sionals extend auditing capabilities detect fraud and meet documentation standards We specialize in helping organizations streamline audits simplify data acquisition and improve business processes
Automation Anywhere BOOTH 809
See write-up on page 42
Becker Professional EducationBOOTH 709wwwbeckercom
Do you need CPE for CGFMreg CPA or the new DoD FM Certification Come ask about our Government Family Offer Nearly half a million professionals have advanced their careers through our CPE programs including CPA Exam Review PMPreg Exam Review Cybersecurity Six Sigma and more And be sure to check out our new program for Certified Anti-Money Laundering Specialists (CAMS)
Bureau of the Fiscal ServiceBOOTH 101wwwfiscaltreasurygov
The Bureau of the Fiscal Service serves as a catalyst for transforming the way the federal government manages finances and delivers shared services Our passion is improving financial management and shared service delivery through efficient and effective operations and through guidance and assistance to others
48 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Castro amp Company LLCBOOTH 503www castroco com
Headquartered in Washington DC Castro amp Company is an audit advisory and accounting services CPA firm with a strong federal customer focus We are a Minority-Owned Small Business offering the personalized services of a small firm with the full resources and quality expected from a larger CPA firm
CGI FederalBOOTH 306
See write-up on page 38
CliftonLarsonAllen LLPBOOTH 706
See write-up on page 39
CohnReznick GovernmentBOOTH 302www cohnreznick com
CohnReznick Government provides audit accounting and financial management compliance risk and integrity monitoring program and project management and disaster response and recovery Our comprehensive project management approach provides clients with reliable processes and delivers accounting insights to help government organizations improve communication administer fiscal and operational strategies and meet compliance requirements
EYBOOTH 601
See write-up on page 39
FI ConsultingBOOTH 703www ficonsulting com
FI Consulting develops effective practical solutions to help federal agencies achieve their missions while operating efficiently managing risk and adapting to a changing policy environment We apply our core strengths in Data Analytics Modeling and Technology to gain program performance insight manage risk improve operations and better deliver mission
GEHABOOTH 403www geha com
GEHA provides medical and dental plans through the FEHB and FEDVIP programs for more than 18 million federal employees retirees and their families GEHA members receive year-round vision and hearing benefits plus other discounts For more information please stop by our booth or visit gehacom and gehadentalcom
Graduate SchoolBOOTH 108www graduateschool edu
Graduate School USA provides a wide range of learning opportunities in formats accessible to adult learners everywhere through training continuing education courses executive and leadership development and credit offerings For professionals in the government auditing and financial management community we offer a comprehensive curriculum taught by leading practitioners
Grant Thornton LLPBOOTH 500
See write-up on page 38
AGA PDT 2018 | ORLANDO 49
GrantSolutionsBOOTH 209www grantsolutions gov
GrantSolutions supports Federal agencies throughout the grants lifecycle mdash from pre-award planning through application award and closeout Our service finds solutions for shared mission needs across agencies while incorporating unique business and regulatory processes for grant programs GrantSolutions is an OMB-selected grants business leader providing end-to-end innovative grants management services dedicated to advancing the mission of Federal agencies
GuidehouseBOOTH 201
See write-up on page 40
IFAS LLCBOOTH 407www ifas-llc com
IFAS is an 8(a) Service-Disabled Veteran-Owned Small Business Woman-Owned Small Disadvan-taged Business providing Program Management Business and Finance Operations Integrated Logistics and IT Support Services to meet specific needs of our clients We provide geographically dispersed support available when and where you need us
Immersion ConsultingBOOTH 806www immersioninc com
Immersion Consulting a Service-Disabled Veteran-Owned Small Business headquartered in Annapolis Md provides business management and technology consulting to government nonprofit and commercial clients Founded in 2004 we specialize in program management financial management technology services and training Our mission provide clients with actionable business solutions that yield sustainable results
InforBOOTH 100www infor com
Infor Public Sector solutions streamline financial management across multiple systems With more than 25 years of public sector experience Infor helps you meet organization demands including budget and audit readiness performance management and financial control with flexible solution deployment options to help you operate more quickly and efficiently
Interior Business CenterBOOTH 402www doi govibc
The Interior Business Center one of several OMB-approved interagency shared-service providers offers acquisition financial manage-ment and HR under a fee-for-service full cost recovery business model By assisting multiple federal organizations IBC can leverage resources to share economies and efficiencies with external customers and our parent agency the US Department of the Interior
JP MorganBOOTH 701
See write-up on page 41
Kearney amp CompanyBOOTH 600
See write-up on page 40
Kforce Governnment Solutions IncBOOTH 202www kforcegov com
Kforce Government Solutions Inc (KGS) provides management and technology solutions to Federal Government and State and local agencies We deliver customized solutions across financial management organizational transformation and IT to solve our clientsrsquo most complex mission and business challenges KGS also offers the innovative TraumaFXreg line of medical training manikins
50 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
KPMG LLPBOOTH 506
See write-up on page 40
Lynch Consultants LLCBOOTH 401www lynchconsultants com
Lynch Consultants provides strategic financial and program advisory and assistance services to the federal government We partner with clients to deliver project management services financial and business support and strategic policy solutions for complex government programs Clients include numerous federal departments including DoD Navy Army VA HHS and HUD
Management ConceptsBOOTH 800www managementconcepts com
Management Concepts is a leading provider of professional development performance improve-ment and talent management solutions for the public sector Since 1973 we have collaborated with the federal government state and local offices non-profit organizations universities and corporations to enhance the performance of teams and organizations Follow us on Twitter Mgmt_Concepts
The MIL CorporationBOOTH 805www milcorp com
The MIL Corporation has grown steadily for 36 years and remains dedicated to excellence service and support across our four major service areas financial management and systems support information technology cyber security and systems and C4 engineering For more information please visit us at wwwmilcorpcom or on Facebook at httptinyurlcomFacebookMIL
mLINQS LLCBOOTH 203www mLINQS net
mLINQS a Service-Disabled Veteran-Owned Small Business founded in 2003 provides the govern-mentrsquos leading employee relocation management system and E-Gov travel (ETS2) consulting services Since 2004 mLINQS relocation system has automated relocations and tracked expenses for more than 30 agencies
MorganFranklin ConsultingBOOTH 707www morganfranklin com
MorganFranklin Consulting headquartered in McLean Va provides business consulting and technology solutions to public companies fast-growing private companies and US govern-ment agencies Third-party customer satisfaction surveys highlight the companyrsquos reputation for being hands-on flexible and skilled at bringing diverse groups together to complete projects on time and within budget
Qlik Tech IncBOOTH 801www qlik com
Qlikreg is the leading data analytics platform and the pioneer of user-driven business intelligence Its portfolio of cloud-based and on-premise solutions meets customersrsquo growing needs from reporting and self-service visual analysis to guided embedded and custom analytics regardless of where data is located
RMA Associates LLCBOOTH 501www rmafed com
RMA an SBA Certified 8(a) Small Business located in the Washington DC metropolitan area specializes in audit consulting and advisory
AGA PDT 2018 | ORLANDO 51
RSM US LLPBOOTH 207
See write-up on page 42
Savantage SolutionsBOOTH 308www savantage net
Savantage Solutions a CMMIreg Level 3 Rated and ISO 90012008 certified company is a leading provider of software development business consulting and program management support services One of only five vendors of financial management systems certified for federal use Savantage takes pride in its service excellence
Sehlke Consulting LLCBOOTH 200www sehlkeconsulting com
Founded in 2011 Sehlke Consulting is a Service-Disabled Veteran-Owned Small Business and Historically Underutilized Business Zone (HUBZone) firm based in Arlington Va We provide comprehensive leading solutions in Financial Management Acquisition Management Logistics and Supply Chain Management and National Security amp Defense Programs
TeraThink CorporationBOOTH 400www terathink com
TeraThink takes pride in the outstanding reputation we have earned over the past 15 years for delivering superior results to federal customers With expertise in agile development enterprise application technologies financial services and cloud solutions our delivery platform brings exceptional scale and value to support customersrsquo transformation business automation and mission-related goals Visit our booth and wwwTeraThinkcom for more information
TFC Consulting IncBOOTH 409www tfcci net
A licensed CPA firm Small Disadvantaged Business and ISO 9001_2015-certified enterprise TFC is the trusted partner of federal agencies facing complex financial management challenges Now celebrating 15 years of success and excellence in assisting clients TFC develops and implements comprehensive solutions to improve financial management environments and achieve operational efficiency
US Army Financial Management CommandBOOTH 802www facebook comUSAFMCOM
US Army Financial Management Command is responsible for the delivery of Army-wide Financial Management (FM) functions including Enterprise Resource Planning systems support audit and compliance support financial operations support and ERP business process standardization support and for providing operational oversight of Army field FM activities
Williams AdleyBOOTH 301
See write-up on page 43
Note The contents of this exhibitor list were compiled from information supplied by exhibitors While every effort has been made to ensure contents are correct AGA is unable to accept liability for errors or omissions or for any claims made by exhibitors
52 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AGA PDT 2018 | ORLANDO 53
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AIG Assistant Inspector GeneralAssoc AssociateAsst AssistantBus BusinessCEO Chief Executive OfficerCFO Chief Financial OfficerCIO Chief Information OfficerCo CountyComm CommitteeCOO Chief Operating OfficerCPAG Corporate Partner Advisory GroupDep DeputyDept DepartmentDev DevelopmentDir DirectorDiv DivisionEduc EducationERM Enterprise Risk ManagementExec ExecutiveFed FederalFM Financial ManagementGM General Manager Govt Government
Fields of Study See page 4 for list of Fields of Study
AOC Architect of the CapitolAOUSC Administrative Office of the
US CourtsCommerce US Department of CommerceDHHS US Department of Health
and Human ServicesDHS US Department of
Homeland SecurityDLA Defense Logistics AgencyDoD US Department of DefenseDoE US Department of EnergyDOI US Department of the InteriorDOJ US Department of JusticeDoS US Department of StateFASAB Federal Accounting Standards
Advisory BoardFiscal Service Bureau of the Fiscal ServiceFIT Office of Financial Innovation
and TransformationFMSB Financial Management Standards
BoardFTA Federal Transit Administration
HR Human ResourcesIG Inspector GeneralIT Information TechnologyMgmt ManagementMgr ManagerNatrsquol NationalOfc OfficePNP AGA Past National
PresidentPNT AGA Past National
TreasurerRPA Robotic Process
AutomationRVP Regional Vice PresidentSecrsquoy SecretarySME Subject Matter Expert Sr SeniorSvc ServiceSVP Senior Vice PresidentTech TechnicalUniv UniversityVP Vice President
GAO Government Accountability OfficeGASB Government Accounting Standards
BoardGSA US General Services
AdministrationHUD US Department of Housing
and Urban DevelopmentIRS Internal Revenue ServiceNASA National Aeronautics and Space
AdministrationNSF National Science FoundationOCFO Office of the Chief Financial OfficerOIG Office of Inspector GeneralOMB Office of Management and BudgetSBA Small Business AdministrationTreasury US Department of the TreasuryUSAID US Agency for International
DevelopmentUSDA US Department of AgricultureUSPTO US Patent and Trademark OfficeVA US Department of
Veteran Affairs
54 AGACGFM | PDT18
Glossary
MAIN CONVENTION CENTERSINGLE-LEVEL
REGISTRATION
CYBER LOUNGE
EX
HIB
IT H
ALL
PLENARY S
ESSIO
NS
AGA PDT 2018 | ORLANDO 55
Convention Center Floor Plans
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䘀漀爀 洀漀爀攀 椀渀昀漀爀洀愀琀椀漀渀 挀漀渀琀愀挀琀 吀䘀䌀
椀猀 琀栀攀 琀爀甀猀琀攀搀 瀀愀爀琀渀攀爀 昀漀爀 昀攀搀攀爀愀氀 愀最攀渀挀椀攀猀 琀栀愀琀愀爀攀 昀愀挀椀渀最 挀漀洀瀀氀攀砀 ǻ渀愀渀挀椀愀氀 洀愀渀愀最攀洀攀渀琀 挀栀愀氀氀攀渀最攀猀
吀䘀䌀 䌀漀渀猀甀氀琀椀渀最 䤀渀挀
뜀뜀
뜀뜀뜀뜀
䔀渀琀攀爀瀀爀椀猀攀 刀椀猀欀 䤀渀琀攀爀渀愀氀䌀漀渀琀爀漀氀猀 䄀搀瘀椀猀漀爀礀䤀洀瀀爀漀瀀攀爀 倀愀礀洀攀渀琀猀䴀攀愀猀甀爀攀洀攀渀琀 刀攀洀攀搀椀愀琀椀漀渀䘀椀渀愀渀挀椀愀氀 刀攀瀀漀爀琀椀渀最 䄀䄀挀挀漀甀渀琀椀渀最 伀瀀攀爀愀琀椀漀渀猀䘀椀渀愀渀挀椀愀氀 匀琀愀琀攀洀攀渀琀 䌀漀洀瀀氀椀愀渀挀攀 䄀甀搀椀琀䐀愀琀愀 䄀渀愀氀礀琀椀挀猀 伀瀀琀椀洀椀稀愀琀椀漀渀䤀吀 匀攀挀甀爀椀琀礀 刀攀瘀椀攀眀 䄀猀猀攀猀猀洀攀渀琀
伀甀爀 瘀愀氀甀攀ⴀ愀搀搀攀搀 猀攀爀瘀椀挀攀猀㨀
圀栀愀琀猀 礀漀甀爀 渀攀砀琀 洀漀瘀攀㼀
䴀愀渀礀 瀀愀琀栀猀Ⰰ 漀渀攀 挀漀爀爀攀挀琀 爀漀甀琀攀 䘀漀氀氀漀眀 吀䘀䌀 愀氀漀渀最 琀栀攀 爀漀甀琀攀 琀漀 猀甀挀挀攀猀猀 䘀椀爀猀琀 琀栀愀琀 挀漀爀爀攀挀琀氀礀
挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀
T138 Be Our Guest Magical Service for Finance CustomersCRYSTAL C-F | FOS MGMT
Disney has legendary customer service Hear about the practices taught by the Disney Institute and learn how you can deliver world-class financial accounting and audit services in your own organization
M Reed Waller Asst Dir Financial Management Initiatives Group DOJ
T139 Next Generation Leaders New Skills and New NeedsCRYSTAL H | FOS PD
Much has been discussed about millennials in the workplace but what are the keys to building the younger generation into effective leaders This session will explore how their immersion in technology gives them strengths and challenges when taking on new responsibilities as leaders in the federal workplace
M Doreen Shute Managing Principal CliftonLarsonAllen LLP
T140 Program Evaluation mdash Letrsquos Tell the TruthCRYSTAL K-L | FOS MGMT
This session will discuss the benefits of conducting program evaluations to determine program effectiveness support data analyses and make informed budget decisions Hear from federal state and local representatives who have conducted program evaluations and learn how the results were used
M Robert Tuccillo CFO Federal Transit Administration
T141 Look No Further Intergovernmental Job Aids to the RescueGRAND 9-11 | FOS ACCG
Learn about available tools guides and job aids for all levels of government developed by AGArsquos Intergovernmental Partnership (IP) program During this session government leaders will showcase tools and other resources available on AGArsquos website (wwwagacgfmorgtools-resources)
M Clark Partridge State Controller AZ
405 ndash 530 pm
Corporate Partner Advisory Group (CPAG) MeetingNEW ORLEANS
CPAG representatives and those from organizations interested in joining the program are invited to participate in this annual business meeting This meeting is an excellent opportunity to network with other corporate partner representatives and learn how to maximize your organizationrsquos partnership with AGA
8 ndash 10 pm
AGA Networking ReceptionMARRIOTT HOTEL LOBBY BAR
Join us for some after-dinner networking and socializing
32 AGACGFM | PDT18
Agenda mdash Tuesday ModeratorM
Check PDT app for speakers
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
See description on page 14
630 am ndash 4 pm
Registration Open
715 ndash 815 am
National Awards BreakfastCYPRESS BALLROOM
820 ndash 910 am
W100 Plenary Session OMBTreasuryDoD UpdateCYPRESS BALLROOM | FOS ACCG
David Lebryk Fiscal Asst Secrsquoy Treasury
David Norquist Under Secrsquoy of Defense (Comptroller) CFO DoD
Tim Soltis Dep Controller OMB
M Ann Ebberts CEO AGA
910 ndash 10 am
W101 Plenary Session Innovate the Way You InnovateCYPRESS BALLROOM | FOS PD
Learn how to create a culture of innovation within your organization Mr Shapiro will highlight how to use a challenge-centered approach to measure innovation the process of experimentation and how to maximize return on investments
Stephen Shapiro Innovation Expert
10 ndash 1030 am
Coffee BreakCRYSTAL FOYER
1030 ndash 1145 am
W102 One on One with GASB mdash An UpdateGRAND 9-11 | FOS ACCG
Meet with members of the GASB to receive the most up-to-date information regarding GASB standards exposure drafts and other projects that affect governments and their auditors
M Lealan Miller AGA FMSB Chair
W103 DoD Audit UpdateCANARY 1-2 | FOS AUD
This session will focus on the major audit and financial improvement activities underway across DoD
M Bryan Nelms Principal Kearney amp Company
W104 Understanding and Using the New Service Organization Control ReportsCANARY 3-4 | FOS AUDG
This session will discuss the significant changes underlying the new service organization control reports issued under AT-C 320 (formerly SSAE 16)
M Asif Khan Dir FM and Assurance GAO
W105 Managing in the Changing Workplace EnvironmentCRYSTAL A-B | FOS HR
Hear about the techniques and tools available to managers to maintain a team-building environment with a significant number of employees teleworking
M Thalia Melendez Dir of Audit Svcs NY State Educ Dept
AGA PDT 2018 | ORLANDO 33
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W106 Data All Around Us mdash CFOrsquos Move to a New NormalCRYSTAL M-Q | FOS IT
Advanced data analytics have turned data into powerful insights to manage programs and enhance the citizen experience as never before This session will explore how the availability of data is changing the role of the CFO
M Jorge Asef-Sargent Partner KPMG LLP
W107 How Emerging Technologies Will Transform Payments and CollectionsCRYSTAL K-L | FOS IT
Payments and collections are fertile ground for emerging technologies Artificial intelligence robotics Blockchain big data and the continued digitization of commerce will continue to transform payments and collections Panelists will share their futurist views of the payments and collections landscape
M Joe Hussey Managing Dir JP Morgan Treasury Services
W108 Cloud Enterprise Reporting mdash The FIRST FrontierCRYSTAL C-F | FOS IT
This session will explore cloud enterprise reporting Attendees will learn how to utilize the cloud to streamline external reporting by ingestion data centrally and then maximizing the utility of data to enhance integrity and inform management decisions
M Demek Adams Principal Grant Thornton LLP
W109 Annual Womenrsquos Forum Leading in Life and CareerCRYSTAL H | FOS PD
Empowered women are a cornerstone of effective government and a more competitive federal state and local workforce of the future Join this powerful annual convening of women leaders in accounting finance and technology as they discuss their journey and careers with high-impact and meaning
M Tracey Walker Natrsquol Dir Govt Affairs Culture Diversity and Inclusion RSM US LLP
W110 Federal Financial Standards Will We Get ThereGRAND 12-14 | FOS ACCG
Department of the Treasuryrsquos Office of Financial Innovation and Transformation (FIT) is defining federal financial standard references to promote innovation a common knowledge base and processes to improve interoperability of federal systems Join this session for an update on FITrsquos work and the expected benefits of this initiative
M Marshall Henry FM Program Manager Treasury Fiscal Service
1145 am ndash 1245 pm
National Awards LuncheonCYPRESS BALLROOM
1 ndash 2 pm
Financial Management Standards Board MeetingWASHINGTON
34 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1 ndash 215 pm
W111 Conducting Effective Assessments of Internal ControlsCRYSTAL K-L | FOS ACCG
This session will introduce participants to key concepts issues and standards necessary to design and implement policies to achieve the organizationrsquos objectives
M Sefton Boyars ConsultantTrainer Sefton Boyars CGFM CPA
W112 New Fraud Fighters Cryptocurrencies Blockchain and Secure TransactionsCRYSTAL C-F | FOS AUD
Government is inherently a transactional business From deeds to disbursements the quantity of documents governments maintain on paper and digital image continues to grow Criminals are abusing the current processes to commit fraud at an increasing rate Learn how you can use Blockchain to disrupt and combat fraud
M Jay Schulman Principal RSM US LLP
W113 Data Visualization mdash Using Geographic Information Systems as an Audit ToolGRAND 9-11 | FOS AUDG
Geographic Information Systems (GIS) are increasingly being utilized as a tool to present audit information Learn from experts on how recipients of government services using GIS provides a wealth of audit opportunities
M Gwendolyn Sewell Chief Mission Compliance and Audit ReadinessAccounting Air Force
W114 Finance 2020 Embracing the Changes to ComeCRYSTAL A-B | FOS MGMT
What is the role of CFOs and senior finance staff in this rapidly changing digital world This session will explore the evolution in the field from an expense control spreadsheet-driven and retrospective reporting center into a predictive analytics powerhouse
M Scott Quehl Sr Principal Accenture Federal Services
W115 Quality Management ConfrontationGRAND 12-14 | FOS MGMT
How do you optimize resources and maximize efficiency Join our panel of experts as they discuss various topics in performance management and answer questions such as ldquoHow is quality management implemented throughout an organizationrdquo and ldquoHow do you view and plan around resource allocationrdquo
M Wayne Ference Partner Castro amp Company LLC
W116 Enterprise Risk Management Stories from the Front LinesCRYSTAL H | FOS MGMT
For the past two years agencies have been working to implement the changes made to OMB A-123 This session will feature feedback from agency risk officers on whether ERM is living up to expectations
M Tom Carroll CFO AOC
AGA PDT 2018 | ORLANDO 35
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W117 Leadership Keys to SuccessCRYSTAL M-Q | FOS PD
Gain perspective from a senior leader in government about how you can make a difference in your organization This entertaining session will cover how to develop people build trust cultivate relationships and communicate more effectively Leadership is possible at any level of government
M Mary Peterman Dep Chief Finance and Procurement AOUSC
W118 Building an Optimal Analytics-Driven Program Integrity OfficeCANARY 1-2 | FOS MGMT
With the passage of the Fraud Reduction and DATA Act agencies are under increased pressure to have effective program integrity offices that leverage data analytics and focus on outcomes Hear best practices found from a comprehensive pilot project conducted at the VA
M Linda Miller Dir Grant Thornton LLP
W119 Competencies The Thread that BindsCANARY 3-4 | FOS HR
DoD like other agencies is required by law to develop functional competencies to use in strategic workforce planning The DoD FM community developed 24 enterprise-wide FM competencies Learn how these competencies serve as the thread which binds the FM workforce development portfolio into a coherent strategic plan which guides career development
M Jansen Sauvageau SVP PNC Bank
230 ndash 3 pm
AGA National President Gavel ExchangeCYPRESS BALLROOM
3 ndash 4 pm
W120 Closing Plenary Session Shift Your Brilliance Leading Amidst UncertaintyCYPRESS BALLROOM | FOS PD
This session will teach participants how to solve problems get out of the past and think like a leader of the future You will develop an enhanced sense of perspective understand where you shine and learn how to lead without a title to create effective change
Simon Bailey Author amp Inspirational Coach
M John Lynskey AGA 2018ndash2019 National President
6 ndash 11 pm
Presidentrsquos Appreciation ReceptionROYALSABALSAGO
Join us as we celebrate and thank 2017ndash2018 AGA National President Jim Arnette for his service and contributions to AGA and the financial management community
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
36 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
AGA PDT 2018 | ORLANDO 37
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
Please join us in thanking our sponsors for their generous support of AGArsquos 2018 Professional Development Training
PLATINUM SPONSORS
Accenture Federal ServicesVIRTUAL EXPERIENCE
Rowan MirandaManaging Dir CFO Advisory Practice Leadrowanamirandaaccenturefederalcomwwwaccenturefederalcom
Accenture Federal Services a wholly owned subsidiary of Accenture LLP is a US company with offices in Arlington Va Accenturersquos federal business has served every cabinet-level department and 30 of the largest federal organizations Accenture Federal Services transforms bold ideas into breakthrough outcomes for clients at defense intelligence public safety civilian and military health organizations
Grant Thornton LLPTOTE BAGS
Robert SheaPrincipal Global Public Sectorrobertsheausgtcomwwwgranthorntoncompublicsector
Grant Thornton LLP the US member firm of Grant Thornton International is one of six global accounting tax and business advisory organizations Our Global Public Sector based in Alexandria Va is a management consulting business providing responsive and innovative financial performance management and systems solutions to governments and international organizations
GOLD SPONSORS
CGIDIGITAL EXECUTIVE SESSION
Kevin GreerVP Mgmt Consulting KevinGreercgifederalcomwwwcgifederalcomusfederal
A global leader in IT business process and professional services CGI partners with federal agencies to provide end-to-end solutions for defense civilian and intelligence missions Since 1976 we have delivered quality services to help clients achieve results at every stage of the program product and business lifecycle
38 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CliftonLarsonAllenBADGE HOLDERS
Doreen ShuteManaging Principal Fed Govt SvcsDoreenShuteCLAconnectcomwwwCLAconnectcom
CLA is a professional services firm delivering integrated advisory outsourcing and public accounting capabilities to help clients succeed professionally and personally Our practice group members are recognized industry experts and established leaders in the government community We focus on active engagement in the industry a sentiment beyond meeting requirements and standards
DeloitteWATER BOTTLESHYDRATION STATIONS
Colin Duncan Managing Dircoduncandeloittecom wwwdeloittecomusfederal
Deloittersquos Government and Public Services practice consists of more than 12000 professionals across the country serving federal state and local government and higher education clients across consulting and advisory functions bring fresh perspective mdash from inside and outside government mdash to help solve our nationrsquos biggest challenges We bring insights from our client experience and research to drive bold and lasting results People Ideas Technology and Outcomes mdash all Designed for Impact
EYAGA EXECUTIVE SESSION
Bill ColbertPartner PI Financebillcolberteycomwwweycomgovpublicsector
The Government and Public Sector practice of Ernst amp Young LLP provides a full range of consulting and audit services leveraging our experience with both government and commercial clients We deliver real change and measurable results through our diverse high-performing teams operational know-how from across our global organization and bold ideas tailored to each clientrsquos unique mission
AGA PDT 2018 | ORLANDO 39
GOLD SPONSORS (continued)
GuidehouseMONDAY LUNCHEON
Christina VanecekMarketing Mgrcvanecekguidehousecomwwwguidehousecom
Guidehouse formerly PwC Public Sector provides management technology and risk consulting to clients around the world through more than 1600 professionals in 20 locations Now as Guidehouse we offer the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected
Kearney amp CompanyPHOTO BOOTH
Erika SteiningerPartneresteiningerkearneycocomwwwkearneycocom
Kearney amp Company a CPA and consulting firm exclusively serving the Federal Government takes pride in its ability to assist agencies in meeting business objectives and complying with complex requirements Practice areas include Financial Reporting and Accounting Support Internal ControlsA-123 Financial Services Financial Healthcare Services Advisory Services and Program Management
KPMG LLPHOST COMMITTEE SHIRTS MONDAY BREAKFAST
Diane DudleyPartner-in-Charge Fed Auditddudleykpmgcomwwwkpmgcom
For more than 100 years KPMG LLP has assisted the government in the civilian defense and intelligence sectors Today we help these organizations adapt to new environments by working with them to transform business models leverage data protect information assets and provide assurance services while focusing on their mission
40 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
CPAG Small Business CommitteeTUESDAY LUNCHEON
Dedicated members of AGArsquos Small Business Committee are proud to sponsor the 2018 PDT Tuesday Awards Luncheon Thank you to 2nd Wave Castro amp Co Immersion RMA Associates TFC Consulting Trilogy Federal and Watkins Government Services
Get Inspired During PDTthen submit your best practices to the Journal of Government Financial Management by Sept 1 2018
Learn more and view the 2018ndash2019 editorial calendar at wwwagacgfmorgjournal
SILVER SPONSORS
JP MorganTUESDAY BREAKFAST
Denise PetittaExec DirDenisePetittajpmorgancomwwwjpmorgancom
JP Morgan is a premier corporate and investment bank with a full suite of global financial services and capabilities Our clients include the worldrsquos most important corporations governments financial institutions pensions sovereign wealth organizations states and municipalities we offer strategic advice and deliver banking services in more than 100 countries
AGA PDT 2018 | ORLANDO 41
SILVER SPONSORS (continued)
RSM US LLPPDT APP amp WIFI
Mary GoldsmithFed Bus Dev Dirmarygoldsmithrsmuscomwwwrsmuscom
RSM US LLP provides risk financial and technology management consulting services to the public sector We are an inclusive enterprise and support AGA CPAG and Womenrsquos forum We help federal state and local entities improve performance through a comprehensive understanding of their business models internal processes objectives and daily realities
BRASS SPONSORS
Automation AnywhereSTANDING SIGN
Sharon OrsquoNeillHead of Americas Field Marketingsharononeillautomationanywherecom wwwautomationanywherecom
Automation Anywhere is the global leader in enterprise-grade comprehensive Robotic Process Automation software including Cognitive and real-time analytics Over 1000 of the worldrsquos largest brands use our platform to create and manage their Digital Workforce and scale their business processes faster with near-zero error rates while dramatically reducing operational costs
Crowe LLPTUESDAY AM COFFEE BREAK
Bert NeuhringRisk Consulting Partnerbertnuehringcrowecomwwwcrowecom
Crowe LLP is a public accounting consulting and technology firm with offices around the world Crowe uses its deep industry expertise to provide audit services to public and private entities The firm and its subsidiaries also help clients make smart decisions that lead to lasting value with its tax advisory risk and performance services
42 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
BRASS SPONSORS (continued)
MastercardMONDAY AFTERNOON COFFEE BREAK
MariBeth McCarthyVP Bus Leadermaribeth_mccarthymastercardcomwwwmastercardcom
Mastercard (NYSE MA) is a technology company in the global payments industry We operate the worldrsquos fastest payments-processing network connecting consumers financial institutions merchants governments and businesses in more than 210 countries and territories Mastercardrsquos products and solutions make everyday commerce activities easier more secure and more efficient for everyone
PNC BankDIRECTIONAL SIGNAGE
Lauren GradwellAccount MgrLaurengradwellpnccomwwwpnccomideas
PNC is one of the nationrsquos largest financial services organizations providing retail and business banking residential mortgage banking specialized services for corporations and government entities including corporate banking treasury management real estate finance asset-based lending wealth management and asset management We are focused on delivering ideas insight and solutions to our clients to help them maximize the value of their business
Williams AdleyMONDAY MORNING COFFEE BREAK
Melinda BuckBus Dev Leadmbuckwilliamsadleycomwwwwilliamsadleycom
Williams Adley is one of the countryrsquos premier certified public accounting and management consulting firms Our diverse knowledge backgrounds and subject-matter expertise help a wide variety of government agencies and businesses achieve their financial program and information technology goals
AGA PDT 2018 | ORLANDO 43
MEDIA SPONSORS
Government Matters
John Meyer Managing DirjmeyerGovMatterstv wwwGovMatterstv
Government Matters is a television news program dedicated to providing non-partisan information and analysis to federal managers contractors and those supporting the federal marketplace The program airs weeknights in Washington DC on NewsChannel 8 Sunday Mornings on ABC 7 and worldwide on the American Forces Network (AFN)
GOVERNING
Meg Keller Dir of Marketingmkellergoverningcomwwwgoverningcom
For 25 years GOVERNING has been the only publication dedicated to providing the information insight and inspiration state and local leaders need to govern effectively Subscriptions for most state and local government professionals are free as is attendance at most GOVERNING events
Route Fifty
Hilery Sirpis Publisherhsirpisgovexeccomwwwroutefiftycom
Route Fifty a new digital publication and events brand from Atlantic Mediarsquos Government Executive Media Group connects leaders and ideas advancing state and local governments with news insight and resources It facilitates sharing of best practices and ideas among those creating government programs policies and institutions for the 21st century
44 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Play AGArsquos Exhibitor Hunt and win big prizes
including FREE registration to an
upcoming AGA training event
View CPEs Earned
Visit httpsessions ats-leads comagapdt2018 and enter your badge number to view CPEs earned during PDT
Note Only CPEs earned from previous day(s) can be viewed
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VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
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MAIN
VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
MAINENTRANCE
Stop by PDT 2019 Booth 102
Relax RechargeGet a free massage
46 AGACGFM | PDT18
Exhibit Hall Floor Plan
Exhibitors by Booth Number
Company Name Booth
Infor 100 Bureau of the Fiscal Service 101Audimation Services 104American Society of Military Comptrollers 106Kearney Photo Booth 107Graduate School 108 Sehlke Consulting LLC 200Guidehouse 201Kforce Government Solutions Inc 202mLINQS LLC 203RSM US LLP 207GrantSolutions 209ACL Services Ltd 300Williams Adley 301CohnReznick Government 302AOC Solutions 303CGI Federal 306Virtual Experience with Accenture 307Savantage Solutions 308TeraThink Corporation 400Lynch Consultants LLC 401Interior Business Center 402GEHA 403
Company Name Booth
IFAS LLC 407TFC Consulting Inc 409Grant Thornton LLP 500RMA Associates LLC 501Castro amp Company LLC 503KPMG LLP 506AGA Community Service amp Silent Auction 507Kearney amp Company 600EY 601AGA 607J P Morgan 701FI Consulting 703CliftonLarsonAllen LLP 706MorganFranklin Consulting 707Becker Professional Education 709Management Concepts 800Qlik Tech Inc 801U S Army Financial Management Command 802The MIL Corporation 805Immersion Consulting 806Automation Anywhere 809
ACL Services LtdBOOTH 300wwwaclcom
ACL is a global software company with innovative solutions for public sector professionals to keep processes in check and provide higher levels of assurance through team-based analytic approaches ACLrsquos platform has helped over 250 government offices globally to bolster compliance manage risks and assure effective governance Learn more at our booth and wwwaclcom
AGABOOTH 607wwwagacgfmorg
AGA is the member organization for government financial management professionals We lead and encourage change that benefits our field and all citizens Our networking events professional certification publications and ongoing education help members build skills and advance their careers Learn about our thought-leadership library online tools CGFM designation and more
AGA PDT 2018 | ORLANDO 47
Exhibitor Appreciation AGA Corporate Partner
AGA Community Service amp Silent AuctionBOOTH 507
Buy tickets and bid for great prizes in our silent auction including gift certificates gift baskets sports memorabilia vacations and more Proceeds support AGArsquos National Community Service Fund the American Cancer Society the American Heart Association the Humane Society and Habitat for Humanity Winners posted daily present the winning ticket to claim your prize
AGA New Orleans ChapterBACK OF EXHIBIT HALLwwwagacgfmorgneworleans
Stop by our booth to learn more about New Orleans and plan your trip to PDT 2019 scheduled for July 21ndash24 2019 You might win a free PDT 2019 registration
American Society of Military Comptrollers BOOTH 106wwwasmconlineorg
ASMC is the non-profit educational and professional organization for persons military and civilian in the overall field of military comptrollership ASMC promotes the education and training of its members and supports the development and advancement of the military comptrollership profession The society provides professional programs to keep members abreast of current issues and encour-ages the exchange of information techniques and approaches
AOC SolutionsBOOTH 303wwwaocfederalsolutionscom
AOC Solutions Inc is a Service-Disabled Veteran-Owned Business providing financial management federal accounting audit readiness support and technology services AOC thought leaders are dedicated to helping agencies identify better ways to analyze accounting and financial data for cost reduction and increased efficiency
Audimation ServicesBOOTH 104wwwaudimationcom
Audimation Services Inc is the US distributor of CaseWare IDEAreg a powerful user-friendly data analytics software tool designed to help profes-sionals extend auditing capabilities detect fraud and meet documentation standards We specialize in helping organizations streamline audits simplify data acquisition and improve business processes
Automation Anywhere BOOTH 809
See write-up on page 42
Becker Professional EducationBOOTH 709wwwbeckercom
Do you need CPE for CGFMreg CPA or the new DoD FM Certification Come ask about our Government Family Offer Nearly half a million professionals have advanced their careers through our CPE programs including CPA Exam Review PMPreg Exam Review Cybersecurity Six Sigma and more And be sure to check out our new program for Certified Anti-Money Laundering Specialists (CAMS)
Bureau of the Fiscal ServiceBOOTH 101wwwfiscaltreasurygov
The Bureau of the Fiscal Service serves as a catalyst for transforming the way the federal government manages finances and delivers shared services Our passion is improving financial management and shared service delivery through efficient and effective operations and through guidance and assistance to others
48 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Castro amp Company LLCBOOTH 503www castroco com
Headquartered in Washington DC Castro amp Company is an audit advisory and accounting services CPA firm with a strong federal customer focus We are a Minority-Owned Small Business offering the personalized services of a small firm with the full resources and quality expected from a larger CPA firm
CGI FederalBOOTH 306
See write-up on page 38
CliftonLarsonAllen LLPBOOTH 706
See write-up on page 39
CohnReznick GovernmentBOOTH 302www cohnreznick com
CohnReznick Government provides audit accounting and financial management compliance risk and integrity monitoring program and project management and disaster response and recovery Our comprehensive project management approach provides clients with reliable processes and delivers accounting insights to help government organizations improve communication administer fiscal and operational strategies and meet compliance requirements
EYBOOTH 601
See write-up on page 39
FI ConsultingBOOTH 703www ficonsulting com
FI Consulting develops effective practical solutions to help federal agencies achieve their missions while operating efficiently managing risk and adapting to a changing policy environment We apply our core strengths in Data Analytics Modeling and Technology to gain program performance insight manage risk improve operations and better deliver mission
GEHABOOTH 403www geha com
GEHA provides medical and dental plans through the FEHB and FEDVIP programs for more than 18 million federal employees retirees and their families GEHA members receive year-round vision and hearing benefits plus other discounts For more information please stop by our booth or visit gehacom and gehadentalcom
Graduate SchoolBOOTH 108www graduateschool edu
Graduate School USA provides a wide range of learning opportunities in formats accessible to adult learners everywhere through training continuing education courses executive and leadership development and credit offerings For professionals in the government auditing and financial management community we offer a comprehensive curriculum taught by leading practitioners
Grant Thornton LLPBOOTH 500
See write-up on page 38
AGA PDT 2018 | ORLANDO 49
GrantSolutionsBOOTH 209www grantsolutions gov
GrantSolutions supports Federal agencies throughout the grants lifecycle mdash from pre-award planning through application award and closeout Our service finds solutions for shared mission needs across agencies while incorporating unique business and regulatory processes for grant programs GrantSolutions is an OMB-selected grants business leader providing end-to-end innovative grants management services dedicated to advancing the mission of Federal agencies
GuidehouseBOOTH 201
See write-up on page 40
IFAS LLCBOOTH 407www ifas-llc com
IFAS is an 8(a) Service-Disabled Veteran-Owned Small Business Woman-Owned Small Disadvan-taged Business providing Program Management Business and Finance Operations Integrated Logistics and IT Support Services to meet specific needs of our clients We provide geographically dispersed support available when and where you need us
Immersion ConsultingBOOTH 806www immersioninc com
Immersion Consulting a Service-Disabled Veteran-Owned Small Business headquartered in Annapolis Md provides business management and technology consulting to government nonprofit and commercial clients Founded in 2004 we specialize in program management financial management technology services and training Our mission provide clients with actionable business solutions that yield sustainable results
InforBOOTH 100www infor com
Infor Public Sector solutions streamline financial management across multiple systems With more than 25 years of public sector experience Infor helps you meet organization demands including budget and audit readiness performance management and financial control with flexible solution deployment options to help you operate more quickly and efficiently
Interior Business CenterBOOTH 402www doi govibc
The Interior Business Center one of several OMB-approved interagency shared-service providers offers acquisition financial manage-ment and HR under a fee-for-service full cost recovery business model By assisting multiple federal organizations IBC can leverage resources to share economies and efficiencies with external customers and our parent agency the US Department of the Interior
JP MorganBOOTH 701
See write-up on page 41
Kearney amp CompanyBOOTH 600
See write-up on page 40
Kforce Governnment Solutions IncBOOTH 202www kforcegov com
Kforce Government Solutions Inc (KGS) provides management and technology solutions to Federal Government and State and local agencies We deliver customized solutions across financial management organizational transformation and IT to solve our clientsrsquo most complex mission and business challenges KGS also offers the innovative TraumaFXreg line of medical training manikins
50 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
KPMG LLPBOOTH 506
See write-up on page 40
Lynch Consultants LLCBOOTH 401www lynchconsultants com
Lynch Consultants provides strategic financial and program advisory and assistance services to the federal government We partner with clients to deliver project management services financial and business support and strategic policy solutions for complex government programs Clients include numerous federal departments including DoD Navy Army VA HHS and HUD
Management ConceptsBOOTH 800www managementconcepts com
Management Concepts is a leading provider of professional development performance improve-ment and talent management solutions for the public sector Since 1973 we have collaborated with the federal government state and local offices non-profit organizations universities and corporations to enhance the performance of teams and organizations Follow us on Twitter Mgmt_Concepts
The MIL CorporationBOOTH 805www milcorp com
The MIL Corporation has grown steadily for 36 years and remains dedicated to excellence service and support across our four major service areas financial management and systems support information technology cyber security and systems and C4 engineering For more information please visit us at wwwmilcorpcom or on Facebook at httptinyurlcomFacebookMIL
mLINQS LLCBOOTH 203www mLINQS net
mLINQS a Service-Disabled Veteran-Owned Small Business founded in 2003 provides the govern-mentrsquos leading employee relocation management system and E-Gov travel (ETS2) consulting services Since 2004 mLINQS relocation system has automated relocations and tracked expenses for more than 30 agencies
MorganFranklin ConsultingBOOTH 707www morganfranklin com
MorganFranklin Consulting headquartered in McLean Va provides business consulting and technology solutions to public companies fast-growing private companies and US govern-ment agencies Third-party customer satisfaction surveys highlight the companyrsquos reputation for being hands-on flexible and skilled at bringing diverse groups together to complete projects on time and within budget
Qlik Tech IncBOOTH 801www qlik com
Qlikreg is the leading data analytics platform and the pioneer of user-driven business intelligence Its portfolio of cloud-based and on-premise solutions meets customersrsquo growing needs from reporting and self-service visual analysis to guided embedded and custom analytics regardless of where data is located
RMA Associates LLCBOOTH 501www rmafed com
RMA an SBA Certified 8(a) Small Business located in the Washington DC metropolitan area specializes in audit consulting and advisory
AGA PDT 2018 | ORLANDO 51
RSM US LLPBOOTH 207
See write-up on page 42
Savantage SolutionsBOOTH 308www savantage net
Savantage Solutions a CMMIreg Level 3 Rated and ISO 90012008 certified company is a leading provider of software development business consulting and program management support services One of only five vendors of financial management systems certified for federal use Savantage takes pride in its service excellence
Sehlke Consulting LLCBOOTH 200www sehlkeconsulting com
Founded in 2011 Sehlke Consulting is a Service-Disabled Veteran-Owned Small Business and Historically Underutilized Business Zone (HUBZone) firm based in Arlington Va We provide comprehensive leading solutions in Financial Management Acquisition Management Logistics and Supply Chain Management and National Security amp Defense Programs
TeraThink CorporationBOOTH 400www terathink com
TeraThink takes pride in the outstanding reputation we have earned over the past 15 years for delivering superior results to federal customers With expertise in agile development enterprise application technologies financial services and cloud solutions our delivery platform brings exceptional scale and value to support customersrsquo transformation business automation and mission-related goals Visit our booth and wwwTeraThinkcom for more information
TFC Consulting IncBOOTH 409www tfcci net
A licensed CPA firm Small Disadvantaged Business and ISO 9001_2015-certified enterprise TFC is the trusted partner of federal agencies facing complex financial management challenges Now celebrating 15 years of success and excellence in assisting clients TFC develops and implements comprehensive solutions to improve financial management environments and achieve operational efficiency
US Army Financial Management CommandBOOTH 802www facebook comUSAFMCOM
US Army Financial Management Command is responsible for the delivery of Army-wide Financial Management (FM) functions including Enterprise Resource Planning systems support audit and compliance support financial operations support and ERP business process standardization support and for providing operational oversight of Army field FM activities
Williams AdleyBOOTH 301
See write-up on page 43
Note The contents of this exhibitor list were compiled from information supplied by exhibitors While every effort has been made to ensure contents are correct AGA is unable to accept liability for errors or omissions or for any claims made by exhibitors
52 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AGA PDT 2018 | ORLANDO 53
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AIG Assistant Inspector GeneralAssoc AssociateAsst AssistantBus BusinessCEO Chief Executive OfficerCFO Chief Financial OfficerCIO Chief Information OfficerCo CountyComm CommitteeCOO Chief Operating OfficerCPAG Corporate Partner Advisory GroupDep DeputyDept DepartmentDev DevelopmentDir DirectorDiv DivisionEduc EducationERM Enterprise Risk ManagementExec ExecutiveFed FederalFM Financial ManagementGM General Manager Govt Government
Fields of Study See page 4 for list of Fields of Study
AOC Architect of the CapitolAOUSC Administrative Office of the
US CourtsCommerce US Department of CommerceDHHS US Department of Health
and Human ServicesDHS US Department of
Homeland SecurityDLA Defense Logistics AgencyDoD US Department of DefenseDoE US Department of EnergyDOI US Department of the InteriorDOJ US Department of JusticeDoS US Department of StateFASAB Federal Accounting Standards
Advisory BoardFiscal Service Bureau of the Fiscal ServiceFIT Office of Financial Innovation
and TransformationFMSB Financial Management Standards
BoardFTA Federal Transit Administration
HR Human ResourcesIG Inspector GeneralIT Information TechnologyMgmt ManagementMgr ManagerNatrsquol NationalOfc OfficePNP AGA Past National
PresidentPNT AGA Past National
TreasurerRPA Robotic Process
AutomationRVP Regional Vice PresidentSecrsquoy SecretarySME Subject Matter Expert Sr SeniorSvc ServiceSVP Senior Vice PresidentTech TechnicalUniv UniversityVP Vice President
GAO Government Accountability OfficeGASB Government Accounting Standards
BoardGSA US General Services
AdministrationHUD US Department of Housing
and Urban DevelopmentIRS Internal Revenue ServiceNASA National Aeronautics and Space
AdministrationNSF National Science FoundationOCFO Office of the Chief Financial OfficerOIG Office of Inspector GeneralOMB Office of Management and BudgetSBA Small Business AdministrationTreasury US Department of the TreasuryUSAID US Agency for International
DevelopmentUSDA US Department of AgricultureUSPTO US Patent and Trademark OfficeVA US Department of
Veteran Affairs
54 AGACGFM | PDT18
Glossary
MAIN CONVENTION CENTERSINGLE-LEVEL
REGISTRATION
CYBER LOUNGE
EX
HIB
IT H
ALL
PLENARY S
ESSIO
NS
AGA PDT 2018 | ORLANDO 55
Convention Center Floor Plans
圀䔀 䰀䤀匀吀䔀一 簀 圀䔀 䤀一一伀嘀䄀吀䔀 簀 圀䔀 䐀䔀䰀䤀嘀䔀刀
吀愀猀栀甀 吀爀椀瘀攀搀椀Ⰰ 倀爀攀猀椀搀攀渀琀䌀䔀伀 㜀㤀㐀 漀爀 琀琀爀椀瘀攀搀椀䀀琀昀挀挀椀渀攀琀
嘀椀猀椀琀 漀甀爀 眀攀戀猀椀琀攀 愀琀 眀眀眀琀昀挀挀椀渀攀琀
䘀漀爀 洀漀爀攀 椀渀昀漀爀洀愀琀椀漀渀 挀漀渀琀愀挀琀 吀䘀䌀
椀猀 琀栀攀 琀爀甀猀琀攀搀 瀀愀爀琀渀攀爀 昀漀爀 昀攀搀攀爀愀氀 愀最攀渀挀椀攀猀 琀栀愀琀愀爀攀 昀愀挀椀渀最 挀漀洀瀀氀攀砀 ǻ渀愀渀挀椀愀氀 洀愀渀愀最攀洀攀渀琀 挀栀愀氀氀攀渀最攀猀
吀䘀䌀 䌀漀渀猀甀氀琀椀渀最 䤀渀挀
뜀뜀
뜀뜀뜀뜀
䔀渀琀攀爀瀀爀椀猀攀 刀椀猀欀 䤀渀琀攀爀渀愀氀䌀漀渀琀爀漀氀猀 䄀搀瘀椀猀漀爀礀䤀洀瀀爀漀瀀攀爀 倀愀礀洀攀渀琀猀䴀攀愀猀甀爀攀洀攀渀琀 刀攀洀攀搀椀愀琀椀漀渀䘀椀渀愀渀挀椀愀氀 刀攀瀀漀爀琀椀渀最 䄀䄀挀挀漀甀渀琀椀渀最 伀瀀攀爀愀琀椀漀渀猀䘀椀渀愀渀挀椀愀氀 匀琀愀琀攀洀攀渀琀 䌀漀洀瀀氀椀愀渀挀攀 䄀甀搀椀琀䐀愀琀愀 䄀渀愀氀礀琀椀挀猀 伀瀀琀椀洀椀稀愀琀椀漀渀䤀吀 匀攀挀甀爀椀琀礀 刀攀瘀椀攀眀 䄀猀猀攀猀猀洀攀渀琀
伀甀爀 瘀愀氀甀攀ⴀ愀搀搀攀搀 猀攀爀瘀椀挀攀猀㨀
圀栀愀琀猀 礀漀甀爀 渀攀砀琀 洀漀瘀攀㼀
䴀愀渀礀 瀀愀琀栀猀Ⰰ 漀渀攀 挀漀爀爀攀挀琀 爀漀甀琀攀 䘀漀氀氀漀眀 吀䘀䌀 愀氀漀渀最 琀栀攀 爀漀甀琀攀 琀漀 猀甀挀挀攀猀猀 䘀椀爀猀琀 琀栀愀琀 挀漀爀爀攀挀琀氀礀
挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀
6 ndash 630 am
Early Morning Stretch amp ExerciseGRAND 8B
See description on page 14
630 am ndash 4 pm
Registration Open
715 ndash 815 am
National Awards BreakfastCYPRESS BALLROOM
820 ndash 910 am
W100 Plenary Session OMBTreasuryDoD UpdateCYPRESS BALLROOM | FOS ACCG
David Lebryk Fiscal Asst Secrsquoy Treasury
David Norquist Under Secrsquoy of Defense (Comptroller) CFO DoD
Tim Soltis Dep Controller OMB
M Ann Ebberts CEO AGA
910 ndash 10 am
W101 Plenary Session Innovate the Way You InnovateCYPRESS BALLROOM | FOS PD
Learn how to create a culture of innovation within your organization Mr Shapiro will highlight how to use a challenge-centered approach to measure innovation the process of experimentation and how to maximize return on investments
Stephen Shapiro Innovation Expert
10 ndash 1030 am
Coffee BreakCRYSTAL FOYER
1030 ndash 1145 am
W102 One on One with GASB mdash An UpdateGRAND 9-11 | FOS ACCG
Meet with members of the GASB to receive the most up-to-date information regarding GASB standards exposure drafts and other projects that affect governments and their auditors
M Lealan Miller AGA FMSB Chair
W103 DoD Audit UpdateCANARY 1-2 | FOS AUD
This session will focus on the major audit and financial improvement activities underway across DoD
M Bryan Nelms Principal Kearney amp Company
W104 Understanding and Using the New Service Organization Control ReportsCANARY 3-4 | FOS AUDG
This session will discuss the significant changes underlying the new service organization control reports issued under AT-C 320 (formerly SSAE 16)
M Asif Khan Dir FM and Assurance GAO
W105 Managing in the Changing Workplace EnvironmentCRYSTAL A-B | FOS HR
Hear about the techniques and tools available to managers to maintain a team-building environment with a significant number of employees teleworking
M Thalia Melendez Dir of Audit Svcs NY State Educ Dept
AGA PDT 2018 | ORLANDO 33
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W106 Data All Around Us mdash CFOrsquos Move to a New NormalCRYSTAL M-Q | FOS IT
Advanced data analytics have turned data into powerful insights to manage programs and enhance the citizen experience as never before This session will explore how the availability of data is changing the role of the CFO
M Jorge Asef-Sargent Partner KPMG LLP
W107 How Emerging Technologies Will Transform Payments and CollectionsCRYSTAL K-L | FOS IT
Payments and collections are fertile ground for emerging technologies Artificial intelligence robotics Blockchain big data and the continued digitization of commerce will continue to transform payments and collections Panelists will share their futurist views of the payments and collections landscape
M Joe Hussey Managing Dir JP Morgan Treasury Services
W108 Cloud Enterprise Reporting mdash The FIRST FrontierCRYSTAL C-F | FOS IT
This session will explore cloud enterprise reporting Attendees will learn how to utilize the cloud to streamline external reporting by ingestion data centrally and then maximizing the utility of data to enhance integrity and inform management decisions
M Demek Adams Principal Grant Thornton LLP
W109 Annual Womenrsquos Forum Leading in Life and CareerCRYSTAL H | FOS PD
Empowered women are a cornerstone of effective government and a more competitive federal state and local workforce of the future Join this powerful annual convening of women leaders in accounting finance and technology as they discuss their journey and careers with high-impact and meaning
M Tracey Walker Natrsquol Dir Govt Affairs Culture Diversity and Inclusion RSM US LLP
W110 Federal Financial Standards Will We Get ThereGRAND 12-14 | FOS ACCG
Department of the Treasuryrsquos Office of Financial Innovation and Transformation (FIT) is defining federal financial standard references to promote innovation a common knowledge base and processes to improve interoperability of federal systems Join this session for an update on FITrsquos work and the expected benefits of this initiative
M Marshall Henry FM Program Manager Treasury Fiscal Service
1145 am ndash 1245 pm
National Awards LuncheonCYPRESS BALLROOM
1 ndash 2 pm
Financial Management Standards Board MeetingWASHINGTON
34 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1 ndash 215 pm
W111 Conducting Effective Assessments of Internal ControlsCRYSTAL K-L | FOS ACCG
This session will introduce participants to key concepts issues and standards necessary to design and implement policies to achieve the organizationrsquos objectives
M Sefton Boyars ConsultantTrainer Sefton Boyars CGFM CPA
W112 New Fraud Fighters Cryptocurrencies Blockchain and Secure TransactionsCRYSTAL C-F | FOS AUD
Government is inherently a transactional business From deeds to disbursements the quantity of documents governments maintain on paper and digital image continues to grow Criminals are abusing the current processes to commit fraud at an increasing rate Learn how you can use Blockchain to disrupt and combat fraud
M Jay Schulman Principal RSM US LLP
W113 Data Visualization mdash Using Geographic Information Systems as an Audit ToolGRAND 9-11 | FOS AUDG
Geographic Information Systems (GIS) are increasingly being utilized as a tool to present audit information Learn from experts on how recipients of government services using GIS provides a wealth of audit opportunities
M Gwendolyn Sewell Chief Mission Compliance and Audit ReadinessAccounting Air Force
W114 Finance 2020 Embracing the Changes to ComeCRYSTAL A-B | FOS MGMT
What is the role of CFOs and senior finance staff in this rapidly changing digital world This session will explore the evolution in the field from an expense control spreadsheet-driven and retrospective reporting center into a predictive analytics powerhouse
M Scott Quehl Sr Principal Accenture Federal Services
W115 Quality Management ConfrontationGRAND 12-14 | FOS MGMT
How do you optimize resources and maximize efficiency Join our panel of experts as they discuss various topics in performance management and answer questions such as ldquoHow is quality management implemented throughout an organizationrdquo and ldquoHow do you view and plan around resource allocationrdquo
M Wayne Ference Partner Castro amp Company LLC
W116 Enterprise Risk Management Stories from the Front LinesCRYSTAL H | FOS MGMT
For the past two years agencies have been working to implement the changes made to OMB A-123 This session will feature feedback from agency risk officers on whether ERM is living up to expectations
M Tom Carroll CFO AOC
AGA PDT 2018 | ORLANDO 35
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W117 Leadership Keys to SuccessCRYSTAL M-Q | FOS PD
Gain perspective from a senior leader in government about how you can make a difference in your organization This entertaining session will cover how to develop people build trust cultivate relationships and communicate more effectively Leadership is possible at any level of government
M Mary Peterman Dep Chief Finance and Procurement AOUSC
W118 Building an Optimal Analytics-Driven Program Integrity OfficeCANARY 1-2 | FOS MGMT
With the passage of the Fraud Reduction and DATA Act agencies are under increased pressure to have effective program integrity offices that leverage data analytics and focus on outcomes Hear best practices found from a comprehensive pilot project conducted at the VA
M Linda Miller Dir Grant Thornton LLP
W119 Competencies The Thread that BindsCANARY 3-4 | FOS HR
DoD like other agencies is required by law to develop functional competencies to use in strategic workforce planning The DoD FM community developed 24 enterprise-wide FM competencies Learn how these competencies serve as the thread which binds the FM workforce development portfolio into a coherent strategic plan which guides career development
M Jansen Sauvageau SVP PNC Bank
230 ndash 3 pm
AGA National President Gavel ExchangeCYPRESS BALLROOM
3 ndash 4 pm
W120 Closing Plenary Session Shift Your Brilliance Leading Amidst UncertaintyCYPRESS BALLROOM | FOS PD
This session will teach participants how to solve problems get out of the past and think like a leader of the future You will develop an enhanced sense of perspective understand where you shine and learn how to lead without a title to create effective change
Simon Bailey Author amp Inspirational Coach
M John Lynskey AGA 2018ndash2019 National President
6 ndash 11 pm
Presidentrsquos Appreciation ReceptionROYALSABALSAGO
Join us as we celebrate and thank 2017ndash2018 AGA National President Jim Arnette for his service and contributions to AGA and the financial management community
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
36 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
AGA PDT 2018 | ORLANDO 37
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
Please join us in thanking our sponsors for their generous support of AGArsquos 2018 Professional Development Training
PLATINUM SPONSORS
Accenture Federal ServicesVIRTUAL EXPERIENCE
Rowan MirandaManaging Dir CFO Advisory Practice Leadrowanamirandaaccenturefederalcomwwwaccenturefederalcom
Accenture Federal Services a wholly owned subsidiary of Accenture LLP is a US company with offices in Arlington Va Accenturersquos federal business has served every cabinet-level department and 30 of the largest federal organizations Accenture Federal Services transforms bold ideas into breakthrough outcomes for clients at defense intelligence public safety civilian and military health organizations
Grant Thornton LLPTOTE BAGS
Robert SheaPrincipal Global Public Sectorrobertsheausgtcomwwwgranthorntoncompublicsector
Grant Thornton LLP the US member firm of Grant Thornton International is one of six global accounting tax and business advisory organizations Our Global Public Sector based in Alexandria Va is a management consulting business providing responsive and innovative financial performance management and systems solutions to governments and international organizations
GOLD SPONSORS
CGIDIGITAL EXECUTIVE SESSION
Kevin GreerVP Mgmt Consulting KevinGreercgifederalcomwwwcgifederalcomusfederal
A global leader in IT business process and professional services CGI partners with federal agencies to provide end-to-end solutions for defense civilian and intelligence missions Since 1976 we have delivered quality services to help clients achieve results at every stage of the program product and business lifecycle
38 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CliftonLarsonAllenBADGE HOLDERS
Doreen ShuteManaging Principal Fed Govt SvcsDoreenShuteCLAconnectcomwwwCLAconnectcom
CLA is a professional services firm delivering integrated advisory outsourcing and public accounting capabilities to help clients succeed professionally and personally Our practice group members are recognized industry experts and established leaders in the government community We focus on active engagement in the industry a sentiment beyond meeting requirements and standards
DeloitteWATER BOTTLESHYDRATION STATIONS
Colin Duncan Managing Dircoduncandeloittecom wwwdeloittecomusfederal
Deloittersquos Government and Public Services practice consists of more than 12000 professionals across the country serving federal state and local government and higher education clients across consulting and advisory functions bring fresh perspective mdash from inside and outside government mdash to help solve our nationrsquos biggest challenges We bring insights from our client experience and research to drive bold and lasting results People Ideas Technology and Outcomes mdash all Designed for Impact
EYAGA EXECUTIVE SESSION
Bill ColbertPartner PI Financebillcolberteycomwwweycomgovpublicsector
The Government and Public Sector practice of Ernst amp Young LLP provides a full range of consulting and audit services leveraging our experience with both government and commercial clients We deliver real change and measurable results through our diverse high-performing teams operational know-how from across our global organization and bold ideas tailored to each clientrsquos unique mission
AGA PDT 2018 | ORLANDO 39
GOLD SPONSORS (continued)
GuidehouseMONDAY LUNCHEON
Christina VanecekMarketing Mgrcvanecekguidehousecomwwwguidehousecom
Guidehouse formerly PwC Public Sector provides management technology and risk consulting to clients around the world through more than 1600 professionals in 20 locations Now as Guidehouse we offer the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected
Kearney amp CompanyPHOTO BOOTH
Erika SteiningerPartneresteiningerkearneycocomwwwkearneycocom
Kearney amp Company a CPA and consulting firm exclusively serving the Federal Government takes pride in its ability to assist agencies in meeting business objectives and complying with complex requirements Practice areas include Financial Reporting and Accounting Support Internal ControlsA-123 Financial Services Financial Healthcare Services Advisory Services and Program Management
KPMG LLPHOST COMMITTEE SHIRTS MONDAY BREAKFAST
Diane DudleyPartner-in-Charge Fed Auditddudleykpmgcomwwwkpmgcom
For more than 100 years KPMG LLP has assisted the government in the civilian defense and intelligence sectors Today we help these organizations adapt to new environments by working with them to transform business models leverage data protect information assets and provide assurance services while focusing on their mission
40 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
CPAG Small Business CommitteeTUESDAY LUNCHEON
Dedicated members of AGArsquos Small Business Committee are proud to sponsor the 2018 PDT Tuesday Awards Luncheon Thank you to 2nd Wave Castro amp Co Immersion RMA Associates TFC Consulting Trilogy Federal and Watkins Government Services
Get Inspired During PDTthen submit your best practices to the Journal of Government Financial Management by Sept 1 2018
Learn more and view the 2018ndash2019 editorial calendar at wwwagacgfmorgjournal
SILVER SPONSORS
JP MorganTUESDAY BREAKFAST
Denise PetittaExec DirDenisePetittajpmorgancomwwwjpmorgancom
JP Morgan is a premier corporate and investment bank with a full suite of global financial services and capabilities Our clients include the worldrsquos most important corporations governments financial institutions pensions sovereign wealth organizations states and municipalities we offer strategic advice and deliver banking services in more than 100 countries
AGA PDT 2018 | ORLANDO 41
SILVER SPONSORS (continued)
RSM US LLPPDT APP amp WIFI
Mary GoldsmithFed Bus Dev Dirmarygoldsmithrsmuscomwwwrsmuscom
RSM US LLP provides risk financial and technology management consulting services to the public sector We are an inclusive enterprise and support AGA CPAG and Womenrsquos forum We help federal state and local entities improve performance through a comprehensive understanding of their business models internal processes objectives and daily realities
BRASS SPONSORS
Automation AnywhereSTANDING SIGN
Sharon OrsquoNeillHead of Americas Field Marketingsharononeillautomationanywherecom wwwautomationanywherecom
Automation Anywhere is the global leader in enterprise-grade comprehensive Robotic Process Automation software including Cognitive and real-time analytics Over 1000 of the worldrsquos largest brands use our platform to create and manage their Digital Workforce and scale their business processes faster with near-zero error rates while dramatically reducing operational costs
Crowe LLPTUESDAY AM COFFEE BREAK
Bert NeuhringRisk Consulting Partnerbertnuehringcrowecomwwwcrowecom
Crowe LLP is a public accounting consulting and technology firm with offices around the world Crowe uses its deep industry expertise to provide audit services to public and private entities The firm and its subsidiaries also help clients make smart decisions that lead to lasting value with its tax advisory risk and performance services
42 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
BRASS SPONSORS (continued)
MastercardMONDAY AFTERNOON COFFEE BREAK
MariBeth McCarthyVP Bus Leadermaribeth_mccarthymastercardcomwwwmastercardcom
Mastercard (NYSE MA) is a technology company in the global payments industry We operate the worldrsquos fastest payments-processing network connecting consumers financial institutions merchants governments and businesses in more than 210 countries and territories Mastercardrsquos products and solutions make everyday commerce activities easier more secure and more efficient for everyone
PNC BankDIRECTIONAL SIGNAGE
Lauren GradwellAccount MgrLaurengradwellpnccomwwwpnccomideas
PNC is one of the nationrsquos largest financial services organizations providing retail and business banking residential mortgage banking specialized services for corporations and government entities including corporate banking treasury management real estate finance asset-based lending wealth management and asset management We are focused on delivering ideas insight and solutions to our clients to help them maximize the value of their business
Williams AdleyMONDAY MORNING COFFEE BREAK
Melinda BuckBus Dev Leadmbuckwilliamsadleycomwwwwilliamsadleycom
Williams Adley is one of the countryrsquos premier certified public accounting and management consulting firms Our diverse knowledge backgrounds and subject-matter expertise help a wide variety of government agencies and businesses achieve their financial program and information technology goals
AGA PDT 2018 | ORLANDO 43
MEDIA SPONSORS
Government Matters
John Meyer Managing DirjmeyerGovMatterstv wwwGovMatterstv
Government Matters is a television news program dedicated to providing non-partisan information and analysis to federal managers contractors and those supporting the federal marketplace The program airs weeknights in Washington DC on NewsChannel 8 Sunday Mornings on ABC 7 and worldwide on the American Forces Network (AFN)
GOVERNING
Meg Keller Dir of Marketingmkellergoverningcomwwwgoverningcom
For 25 years GOVERNING has been the only publication dedicated to providing the information insight and inspiration state and local leaders need to govern effectively Subscriptions for most state and local government professionals are free as is attendance at most GOVERNING events
Route Fifty
Hilery Sirpis Publisherhsirpisgovexeccomwwwroutefiftycom
Route Fifty a new digital publication and events brand from Atlantic Mediarsquos Government Executive Media Group connects leaders and ideas advancing state and local governments with news insight and resources It facilitates sharing of best practices and ideas among those creating government programs policies and institutions for the 21st century
44 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Play AGArsquos Exhibitor Hunt and win big prizes
including FREE registration to an
upcoming AGA training event
View CPEs Earned
Visit httpsessions ats-leads comagapdt2018 and enter your badge number to view CPEs earned during PDT
Note Only CPEs earned from previous day(s) can be viewed
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VirtualExperience
with Accenture
AGACommunity
Service amp Silent
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Kearney amp CoPhoto Booth
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503303
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RelaxationStation
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MAIN
VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
MAINENTRANCE
Stop by PDT 2019 Booth 102
Relax RechargeGet a free massage
46 AGACGFM | PDT18
Exhibit Hall Floor Plan
Exhibitors by Booth Number
Company Name Booth
Infor 100 Bureau of the Fiscal Service 101Audimation Services 104American Society of Military Comptrollers 106Kearney Photo Booth 107Graduate School 108 Sehlke Consulting LLC 200Guidehouse 201Kforce Government Solutions Inc 202mLINQS LLC 203RSM US LLP 207GrantSolutions 209ACL Services Ltd 300Williams Adley 301CohnReznick Government 302AOC Solutions 303CGI Federal 306Virtual Experience with Accenture 307Savantage Solutions 308TeraThink Corporation 400Lynch Consultants LLC 401Interior Business Center 402GEHA 403
Company Name Booth
IFAS LLC 407TFC Consulting Inc 409Grant Thornton LLP 500RMA Associates LLC 501Castro amp Company LLC 503KPMG LLP 506AGA Community Service amp Silent Auction 507Kearney amp Company 600EY 601AGA 607J P Morgan 701FI Consulting 703CliftonLarsonAllen LLP 706MorganFranklin Consulting 707Becker Professional Education 709Management Concepts 800Qlik Tech Inc 801U S Army Financial Management Command 802The MIL Corporation 805Immersion Consulting 806Automation Anywhere 809
ACL Services LtdBOOTH 300wwwaclcom
ACL is a global software company with innovative solutions for public sector professionals to keep processes in check and provide higher levels of assurance through team-based analytic approaches ACLrsquos platform has helped over 250 government offices globally to bolster compliance manage risks and assure effective governance Learn more at our booth and wwwaclcom
AGABOOTH 607wwwagacgfmorg
AGA is the member organization for government financial management professionals We lead and encourage change that benefits our field and all citizens Our networking events professional certification publications and ongoing education help members build skills and advance their careers Learn about our thought-leadership library online tools CGFM designation and more
AGA PDT 2018 | ORLANDO 47
Exhibitor Appreciation AGA Corporate Partner
AGA Community Service amp Silent AuctionBOOTH 507
Buy tickets and bid for great prizes in our silent auction including gift certificates gift baskets sports memorabilia vacations and more Proceeds support AGArsquos National Community Service Fund the American Cancer Society the American Heart Association the Humane Society and Habitat for Humanity Winners posted daily present the winning ticket to claim your prize
AGA New Orleans ChapterBACK OF EXHIBIT HALLwwwagacgfmorgneworleans
Stop by our booth to learn more about New Orleans and plan your trip to PDT 2019 scheduled for July 21ndash24 2019 You might win a free PDT 2019 registration
American Society of Military Comptrollers BOOTH 106wwwasmconlineorg
ASMC is the non-profit educational and professional organization for persons military and civilian in the overall field of military comptrollership ASMC promotes the education and training of its members and supports the development and advancement of the military comptrollership profession The society provides professional programs to keep members abreast of current issues and encour-ages the exchange of information techniques and approaches
AOC SolutionsBOOTH 303wwwaocfederalsolutionscom
AOC Solutions Inc is a Service-Disabled Veteran-Owned Business providing financial management federal accounting audit readiness support and technology services AOC thought leaders are dedicated to helping agencies identify better ways to analyze accounting and financial data for cost reduction and increased efficiency
Audimation ServicesBOOTH 104wwwaudimationcom
Audimation Services Inc is the US distributor of CaseWare IDEAreg a powerful user-friendly data analytics software tool designed to help profes-sionals extend auditing capabilities detect fraud and meet documentation standards We specialize in helping organizations streamline audits simplify data acquisition and improve business processes
Automation Anywhere BOOTH 809
See write-up on page 42
Becker Professional EducationBOOTH 709wwwbeckercom
Do you need CPE for CGFMreg CPA or the new DoD FM Certification Come ask about our Government Family Offer Nearly half a million professionals have advanced their careers through our CPE programs including CPA Exam Review PMPreg Exam Review Cybersecurity Six Sigma and more And be sure to check out our new program for Certified Anti-Money Laundering Specialists (CAMS)
Bureau of the Fiscal ServiceBOOTH 101wwwfiscaltreasurygov
The Bureau of the Fiscal Service serves as a catalyst for transforming the way the federal government manages finances and delivers shared services Our passion is improving financial management and shared service delivery through efficient and effective operations and through guidance and assistance to others
48 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Castro amp Company LLCBOOTH 503www castroco com
Headquartered in Washington DC Castro amp Company is an audit advisory and accounting services CPA firm with a strong federal customer focus We are a Minority-Owned Small Business offering the personalized services of a small firm with the full resources and quality expected from a larger CPA firm
CGI FederalBOOTH 306
See write-up on page 38
CliftonLarsonAllen LLPBOOTH 706
See write-up on page 39
CohnReznick GovernmentBOOTH 302www cohnreznick com
CohnReznick Government provides audit accounting and financial management compliance risk and integrity monitoring program and project management and disaster response and recovery Our comprehensive project management approach provides clients with reliable processes and delivers accounting insights to help government organizations improve communication administer fiscal and operational strategies and meet compliance requirements
EYBOOTH 601
See write-up on page 39
FI ConsultingBOOTH 703www ficonsulting com
FI Consulting develops effective practical solutions to help federal agencies achieve their missions while operating efficiently managing risk and adapting to a changing policy environment We apply our core strengths in Data Analytics Modeling and Technology to gain program performance insight manage risk improve operations and better deliver mission
GEHABOOTH 403www geha com
GEHA provides medical and dental plans through the FEHB and FEDVIP programs for more than 18 million federal employees retirees and their families GEHA members receive year-round vision and hearing benefits plus other discounts For more information please stop by our booth or visit gehacom and gehadentalcom
Graduate SchoolBOOTH 108www graduateschool edu
Graduate School USA provides a wide range of learning opportunities in formats accessible to adult learners everywhere through training continuing education courses executive and leadership development and credit offerings For professionals in the government auditing and financial management community we offer a comprehensive curriculum taught by leading practitioners
Grant Thornton LLPBOOTH 500
See write-up on page 38
AGA PDT 2018 | ORLANDO 49
GrantSolutionsBOOTH 209www grantsolutions gov
GrantSolutions supports Federal agencies throughout the grants lifecycle mdash from pre-award planning through application award and closeout Our service finds solutions for shared mission needs across agencies while incorporating unique business and regulatory processes for grant programs GrantSolutions is an OMB-selected grants business leader providing end-to-end innovative grants management services dedicated to advancing the mission of Federal agencies
GuidehouseBOOTH 201
See write-up on page 40
IFAS LLCBOOTH 407www ifas-llc com
IFAS is an 8(a) Service-Disabled Veteran-Owned Small Business Woman-Owned Small Disadvan-taged Business providing Program Management Business and Finance Operations Integrated Logistics and IT Support Services to meet specific needs of our clients We provide geographically dispersed support available when and where you need us
Immersion ConsultingBOOTH 806www immersioninc com
Immersion Consulting a Service-Disabled Veteran-Owned Small Business headquartered in Annapolis Md provides business management and technology consulting to government nonprofit and commercial clients Founded in 2004 we specialize in program management financial management technology services and training Our mission provide clients with actionable business solutions that yield sustainable results
InforBOOTH 100www infor com
Infor Public Sector solutions streamline financial management across multiple systems With more than 25 years of public sector experience Infor helps you meet organization demands including budget and audit readiness performance management and financial control with flexible solution deployment options to help you operate more quickly and efficiently
Interior Business CenterBOOTH 402www doi govibc
The Interior Business Center one of several OMB-approved interagency shared-service providers offers acquisition financial manage-ment and HR under a fee-for-service full cost recovery business model By assisting multiple federal organizations IBC can leverage resources to share economies and efficiencies with external customers and our parent agency the US Department of the Interior
JP MorganBOOTH 701
See write-up on page 41
Kearney amp CompanyBOOTH 600
See write-up on page 40
Kforce Governnment Solutions IncBOOTH 202www kforcegov com
Kforce Government Solutions Inc (KGS) provides management and technology solutions to Federal Government and State and local agencies We deliver customized solutions across financial management organizational transformation and IT to solve our clientsrsquo most complex mission and business challenges KGS also offers the innovative TraumaFXreg line of medical training manikins
50 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
KPMG LLPBOOTH 506
See write-up on page 40
Lynch Consultants LLCBOOTH 401www lynchconsultants com
Lynch Consultants provides strategic financial and program advisory and assistance services to the federal government We partner with clients to deliver project management services financial and business support and strategic policy solutions for complex government programs Clients include numerous federal departments including DoD Navy Army VA HHS and HUD
Management ConceptsBOOTH 800www managementconcepts com
Management Concepts is a leading provider of professional development performance improve-ment and talent management solutions for the public sector Since 1973 we have collaborated with the federal government state and local offices non-profit organizations universities and corporations to enhance the performance of teams and organizations Follow us on Twitter Mgmt_Concepts
The MIL CorporationBOOTH 805www milcorp com
The MIL Corporation has grown steadily for 36 years and remains dedicated to excellence service and support across our four major service areas financial management and systems support information technology cyber security and systems and C4 engineering For more information please visit us at wwwmilcorpcom or on Facebook at httptinyurlcomFacebookMIL
mLINQS LLCBOOTH 203www mLINQS net
mLINQS a Service-Disabled Veteran-Owned Small Business founded in 2003 provides the govern-mentrsquos leading employee relocation management system and E-Gov travel (ETS2) consulting services Since 2004 mLINQS relocation system has automated relocations and tracked expenses for more than 30 agencies
MorganFranklin ConsultingBOOTH 707www morganfranklin com
MorganFranklin Consulting headquartered in McLean Va provides business consulting and technology solutions to public companies fast-growing private companies and US govern-ment agencies Third-party customer satisfaction surveys highlight the companyrsquos reputation for being hands-on flexible and skilled at bringing diverse groups together to complete projects on time and within budget
Qlik Tech IncBOOTH 801www qlik com
Qlikreg is the leading data analytics platform and the pioneer of user-driven business intelligence Its portfolio of cloud-based and on-premise solutions meets customersrsquo growing needs from reporting and self-service visual analysis to guided embedded and custom analytics regardless of where data is located
RMA Associates LLCBOOTH 501www rmafed com
RMA an SBA Certified 8(a) Small Business located in the Washington DC metropolitan area specializes in audit consulting and advisory
AGA PDT 2018 | ORLANDO 51
RSM US LLPBOOTH 207
See write-up on page 42
Savantage SolutionsBOOTH 308www savantage net
Savantage Solutions a CMMIreg Level 3 Rated and ISO 90012008 certified company is a leading provider of software development business consulting and program management support services One of only five vendors of financial management systems certified for federal use Savantage takes pride in its service excellence
Sehlke Consulting LLCBOOTH 200www sehlkeconsulting com
Founded in 2011 Sehlke Consulting is a Service-Disabled Veteran-Owned Small Business and Historically Underutilized Business Zone (HUBZone) firm based in Arlington Va We provide comprehensive leading solutions in Financial Management Acquisition Management Logistics and Supply Chain Management and National Security amp Defense Programs
TeraThink CorporationBOOTH 400www terathink com
TeraThink takes pride in the outstanding reputation we have earned over the past 15 years for delivering superior results to federal customers With expertise in agile development enterprise application technologies financial services and cloud solutions our delivery platform brings exceptional scale and value to support customersrsquo transformation business automation and mission-related goals Visit our booth and wwwTeraThinkcom for more information
TFC Consulting IncBOOTH 409www tfcci net
A licensed CPA firm Small Disadvantaged Business and ISO 9001_2015-certified enterprise TFC is the trusted partner of federal agencies facing complex financial management challenges Now celebrating 15 years of success and excellence in assisting clients TFC develops and implements comprehensive solutions to improve financial management environments and achieve operational efficiency
US Army Financial Management CommandBOOTH 802www facebook comUSAFMCOM
US Army Financial Management Command is responsible for the delivery of Army-wide Financial Management (FM) functions including Enterprise Resource Planning systems support audit and compliance support financial operations support and ERP business process standardization support and for providing operational oversight of Army field FM activities
Williams AdleyBOOTH 301
See write-up on page 43
Note The contents of this exhibitor list were compiled from information supplied by exhibitors While every effort has been made to ensure contents are correct AGA is unable to accept liability for errors or omissions or for any claims made by exhibitors
52 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AGA PDT 2018 | ORLANDO 53
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AIG Assistant Inspector GeneralAssoc AssociateAsst AssistantBus BusinessCEO Chief Executive OfficerCFO Chief Financial OfficerCIO Chief Information OfficerCo CountyComm CommitteeCOO Chief Operating OfficerCPAG Corporate Partner Advisory GroupDep DeputyDept DepartmentDev DevelopmentDir DirectorDiv DivisionEduc EducationERM Enterprise Risk ManagementExec ExecutiveFed FederalFM Financial ManagementGM General Manager Govt Government
Fields of Study See page 4 for list of Fields of Study
AOC Architect of the CapitolAOUSC Administrative Office of the
US CourtsCommerce US Department of CommerceDHHS US Department of Health
and Human ServicesDHS US Department of
Homeland SecurityDLA Defense Logistics AgencyDoD US Department of DefenseDoE US Department of EnergyDOI US Department of the InteriorDOJ US Department of JusticeDoS US Department of StateFASAB Federal Accounting Standards
Advisory BoardFiscal Service Bureau of the Fiscal ServiceFIT Office of Financial Innovation
and TransformationFMSB Financial Management Standards
BoardFTA Federal Transit Administration
HR Human ResourcesIG Inspector GeneralIT Information TechnologyMgmt ManagementMgr ManagerNatrsquol NationalOfc OfficePNP AGA Past National
PresidentPNT AGA Past National
TreasurerRPA Robotic Process
AutomationRVP Regional Vice PresidentSecrsquoy SecretarySME Subject Matter Expert Sr SeniorSvc ServiceSVP Senior Vice PresidentTech TechnicalUniv UniversityVP Vice President
GAO Government Accountability OfficeGASB Government Accounting Standards
BoardGSA US General Services
AdministrationHUD US Department of Housing
and Urban DevelopmentIRS Internal Revenue ServiceNASA National Aeronautics and Space
AdministrationNSF National Science FoundationOCFO Office of the Chief Financial OfficerOIG Office of Inspector GeneralOMB Office of Management and BudgetSBA Small Business AdministrationTreasury US Department of the TreasuryUSAID US Agency for International
DevelopmentUSDA US Department of AgricultureUSPTO US Patent and Trademark OfficeVA US Department of
Veteran Affairs
54 AGACGFM | PDT18
Glossary
MAIN CONVENTION CENTERSINGLE-LEVEL
REGISTRATION
CYBER LOUNGE
EX
HIB
IT H
ALL
PLENARY S
ESSIO
NS
AGA PDT 2018 | ORLANDO 55
Convention Center Floor Plans
圀䔀 䰀䤀匀吀䔀一 簀 圀䔀 䤀一一伀嘀䄀吀䔀 簀 圀䔀 䐀䔀䰀䤀嘀䔀刀
吀愀猀栀甀 吀爀椀瘀攀搀椀Ⰰ 倀爀攀猀椀搀攀渀琀䌀䔀伀 㜀㤀㐀 漀爀 琀琀爀椀瘀攀搀椀䀀琀昀挀挀椀渀攀琀
嘀椀猀椀琀 漀甀爀 眀攀戀猀椀琀攀 愀琀 眀眀眀琀昀挀挀椀渀攀琀
䘀漀爀 洀漀爀攀 椀渀昀漀爀洀愀琀椀漀渀 挀漀渀琀愀挀琀 吀䘀䌀
椀猀 琀栀攀 琀爀甀猀琀攀搀 瀀愀爀琀渀攀爀 昀漀爀 昀攀搀攀爀愀氀 愀最攀渀挀椀攀猀 琀栀愀琀愀爀攀 昀愀挀椀渀最 挀漀洀瀀氀攀砀 ǻ渀愀渀挀椀愀氀 洀愀渀愀最攀洀攀渀琀 挀栀愀氀氀攀渀最攀猀
吀䘀䌀 䌀漀渀猀甀氀琀椀渀最 䤀渀挀
뜀뜀
뜀뜀뜀뜀
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伀甀爀 瘀愀氀甀攀ⴀ愀搀搀攀搀 猀攀爀瘀椀挀攀猀㨀
圀栀愀琀猀 礀漀甀爀 渀攀砀琀 洀漀瘀攀㼀
䴀愀渀礀 瀀愀琀栀猀Ⰰ 漀渀攀 挀漀爀爀攀挀琀 爀漀甀琀攀 䘀漀氀氀漀眀 吀䘀䌀 愀氀漀渀最 琀栀攀 爀漀甀琀攀 琀漀 猀甀挀挀攀猀猀 䘀椀爀猀琀 琀栀愀琀 挀漀爀爀攀挀琀氀礀
挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀
W106 Data All Around Us mdash CFOrsquos Move to a New NormalCRYSTAL M-Q | FOS IT
Advanced data analytics have turned data into powerful insights to manage programs and enhance the citizen experience as never before This session will explore how the availability of data is changing the role of the CFO
M Jorge Asef-Sargent Partner KPMG LLP
W107 How Emerging Technologies Will Transform Payments and CollectionsCRYSTAL K-L | FOS IT
Payments and collections are fertile ground for emerging technologies Artificial intelligence robotics Blockchain big data and the continued digitization of commerce will continue to transform payments and collections Panelists will share their futurist views of the payments and collections landscape
M Joe Hussey Managing Dir JP Morgan Treasury Services
W108 Cloud Enterprise Reporting mdash The FIRST FrontierCRYSTAL C-F | FOS IT
This session will explore cloud enterprise reporting Attendees will learn how to utilize the cloud to streamline external reporting by ingestion data centrally and then maximizing the utility of data to enhance integrity and inform management decisions
M Demek Adams Principal Grant Thornton LLP
W109 Annual Womenrsquos Forum Leading in Life and CareerCRYSTAL H | FOS PD
Empowered women are a cornerstone of effective government and a more competitive federal state and local workforce of the future Join this powerful annual convening of women leaders in accounting finance and technology as they discuss their journey and careers with high-impact and meaning
M Tracey Walker Natrsquol Dir Govt Affairs Culture Diversity and Inclusion RSM US LLP
W110 Federal Financial Standards Will We Get ThereGRAND 12-14 | FOS ACCG
Department of the Treasuryrsquos Office of Financial Innovation and Transformation (FIT) is defining federal financial standard references to promote innovation a common knowledge base and processes to improve interoperability of federal systems Join this session for an update on FITrsquos work and the expected benefits of this initiative
M Marshall Henry FM Program Manager Treasury Fiscal Service
1145 am ndash 1245 pm
National Awards LuncheonCYPRESS BALLROOM
1 ndash 2 pm
Financial Management Standards Board MeetingWASHINGTON
34 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1 ndash 215 pm
W111 Conducting Effective Assessments of Internal ControlsCRYSTAL K-L | FOS ACCG
This session will introduce participants to key concepts issues and standards necessary to design and implement policies to achieve the organizationrsquos objectives
M Sefton Boyars ConsultantTrainer Sefton Boyars CGFM CPA
W112 New Fraud Fighters Cryptocurrencies Blockchain and Secure TransactionsCRYSTAL C-F | FOS AUD
Government is inherently a transactional business From deeds to disbursements the quantity of documents governments maintain on paper and digital image continues to grow Criminals are abusing the current processes to commit fraud at an increasing rate Learn how you can use Blockchain to disrupt and combat fraud
M Jay Schulman Principal RSM US LLP
W113 Data Visualization mdash Using Geographic Information Systems as an Audit ToolGRAND 9-11 | FOS AUDG
Geographic Information Systems (GIS) are increasingly being utilized as a tool to present audit information Learn from experts on how recipients of government services using GIS provides a wealth of audit opportunities
M Gwendolyn Sewell Chief Mission Compliance and Audit ReadinessAccounting Air Force
W114 Finance 2020 Embracing the Changes to ComeCRYSTAL A-B | FOS MGMT
What is the role of CFOs and senior finance staff in this rapidly changing digital world This session will explore the evolution in the field from an expense control spreadsheet-driven and retrospective reporting center into a predictive analytics powerhouse
M Scott Quehl Sr Principal Accenture Federal Services
W115 Quality Management ConfrontationGRAND 12-14 | FOS MGMT
How do you optimize resources and maximize efficiency Join our panel of experts as they discuss various topics in performance management and answer questions such as ldquoHow is quality management implemented throughout an organizationrdquo and ldquoHow do you view and plan around resource allocationrdquo
M Wayne Ference Partner Castro amp Company LLC
W116 Enterprise Risk Management Stories from the Front LinesCRYSTAL H | FOS MGMT
For the past two years agencies have been working to implement the changes made to OMB A-123 This session will feature feedback from agency risk officers on whether ERM is living up to expectations
M Tom Carroll CFO AOC
AGA PDT 2018 | ORLANDO 35
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W117 Leadership Keys to SuccessCRYSTAL M-Q | FOS PD
Gain perspective from a senior leader in government about how you can make a difference in your organization This entertaining session will cover how to develop people build trust cultivate relationships and communicate more effectively Leadership is possible at any level of government
M Mary Peterman Dep Chief Finance and Procurement AOUSC
W118 Building an Optimal Analytics-Driven Program Integrity OfficeCANARY 1-2 | FOS MGMT
With the passage of the Fraud Reduction and DATA Act agencies are under increased pressure to have effective program integrity offices that leverage data analytics and focus on outcomes Hear best practices found from a comprehensive pilot project conducted at the VA
M Linda Miller Dir Grant Thornton LLP
W119 Competencies The Thread that BindsCANARY 3-4 | FOS HR
DoD like other agencies is required by law to develop functional competencies to use in strategic workforce planning The DoD FM community developed 24 enterprise-wide FM competencies Learn how these competencies serve as the thread which binds the FM workforce development portfolio into a coherent strategic plan which guides career development
M Jansen Sauvageau SVP PNC Bank
230 ndash 3 pm
AGA National President Gavel ExchangeCYPRESS BALLROOM
3 ndash 4 pm
W120 Closing Plenary Session Shift Your Brilliance Leading Amidst UncertaintyCYPRESS BALLROOM | FOS PD
This session will teach participants how to solve problems get out of the past and think like a leader of the future You will develop an enhanced sense of perspective understand where you shine and learn how to lead without a title to create effective change
Simon Bailey Author amp Inspirational Coach
M John Lynskey AGA 2018ndash2019 National President
6 ndash 11 pm
Presidentrsquos Appreciation ReceptionROYALSABALSAGO
Join us as we celebrate and thank 2017ndash2018 AGA National President Jim Arnette for his service and contributions to AGA and the financial management community
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PDT AD Brain 2018pdf 1 51618 217 PM
36 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
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PDT AD Brain 2018pdf 1 51618 217 PM
AGA PDT 2018 | ORLANDO 37
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
Please join us in thanking our sponsors for their generous support of AGArsquos 2018 Professional Development Training
PLATINUM SPONSORS
Accenture Federal ServicesVIRTUAL EXPERIENCE
Rowan MirandaManaging Dir CFO Advisory Practice Leadrowanamirandaaccenturefederalcomwwwaccenturefederalcom
Accenture Federal Services a wholly owned subsidiary of Accenture LLP is a US company with offices in Arlington Va Accenturersquos federal business has served every cabinet-level department and 30 of the largest federal organizations Accenture Federal Services transforms bold ideas into breakthrough outcomes for clients at defense intelligence public safety civilian and military health organizations
Grant Thornton LLPTOTE BAGS
Robert SheaPrincipal Global Public Sectorrobertsheausgtcomwwwgranthorntoncompublicsector
Grant Thornton LLP the US member firm of Grant Thornton International is one of six global accounting tax and business advisory organizations Our Global Public Sector based in Alexandria Va is a management consulting business providing responsive and innovative financial performance management and systems solutions to governments and international organizations
GOLD SPONSORS
CGIDIGITAL EXECUTIVE SESSION
Kevin GreerVP Mgmt Consulting KevinGreercgifederalcomwwwcgifederalcomusfederal
A global leader in IT business process and professional services CGI partners with federal agencies to provide end-to-end solutions for defense civilian and intelligence missions Since 1976 we have delivered quality services to help clients achieve results at every stage of the program product and business lifecycle
38 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CliftonLarsonAllenBADGE HOLDERS
Doreen ShuteManaging Principal Fed Govt SvcsDoreenShuteCLAconnectcomwwwCLAconnectcom
CLA is a professional services firm delivering integrated advisory outsourcing and public accounting capabilities to help clients succeed professionally and personally Our practice group members are recognized industry experts and established leaders in the government community We focus on active engagement in the industry a sentiment beyond meeting requirements and standards
DeloitteWATER BOTTLESHYDRATION STATIONS
Colin Duncan Managing Dircoduncandeloittecom wwwdeloittecomusfederal
Deloittersquos Government and Public Services practice consists of more than 12000 professionals across the country serving federal state and local government and higher education clients across consulting and advisory functions bring fresh perspective mdash from inside and outside government mdash to help solve our nationrsquos biggest challenges We bring insights from our client experience and research to drive bold and lasting results People Ideas Technology and Outcomes mdash all Designed for Impact
EYAGA EXECUTIVE SESSION
Bill ColbertPartner PI Financebillcolberteycomwwweycomgovpublicsector
The Government and Public Sector practice of Ernst amp Young LLP provides a full range of consulting and audit services leveraging our experience with both government and commercial clients We deliver real change and measurable results through our diverse high-performing teams operational know-how from across our global organization and bold ideas tailored to each clientrsquos unique mission
AGA PDT 2018 | ORLANDO 39
GOLD SPONSORS (continued)
GuidehouseMONDAY LUNCHEON
Christina VanecekMarketing Mgrcvanecekguidehousecomwwwguidehousecom
Guidehouse formerly PwC Public Sector provides management technology and risk consulting to clients around the world through more than 1600 professionals in 20 locations Now as Guidehouse we offer the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected
Kearney amp CompanyPHOTO BOOTH
Erika SteiningerPartneresteiningerkearneycocomwwwkearneycocom
Kearney amp Company a CPA and consulting firm exclusively serving the Federal Government takes pride in its ability to assist agencies in meeting business objectives and complying with complex requirements Practice areas include Financial Reporting and Accounting Support Internal ControlsA-123 Financial Services Financial Healthcare Services Advisory Services and Program Management
KPMG LLPHOST COMMITTEE SHIRTS MONDAY BREAKFAST
Diane DudleyPartner-in-Charge Fed Auditddudleykpmgcomwwwkpmgcom
For more than 100 years KPMG LLP has assisted the government in the civilian defense and intelligence sectors Today we help these organizations adapt to new environments by working with them to transform business models leverage data protect information assets and provide assurance services while focusing on their mission
40 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
CPAG Small Business CommitteeTUESDAY LUNCHEON
Dedicated members of AGArsquos Small Business Committee are proud to sponsor the 2018 PDT Tuesday Awards Luncheon Thank you to 2nd Wave Castro amp Co Immersion RMA Associates TFC Consulting Trilogy Federal and Watkins Government Services
Get Inspired During PDTthen submit your best practices to the Journal of Government Financial Management by Sept 1 2018
Learn more and view the 2018ndash2019 editorial calendar at wwwagacgfmorgjournal
SILVER SPONSORS
JP MorganTUESDAY BREAKFAST
Denise PetittaExec DirDenisePetittajpmorgancomwwwjpmorgancom
JP Morgan is a premier corporate and investment bank with a full suite of global financial services and capabilities Our clients include the worldrsquos most important corporations governments financial institutions pensions sovereign wealth organizations states and municipalities we offer strategic advice and deliver banking services in more than 100 countries
AGA PDT 2018 | ORLANDO 41
SILVER SPONSORS (continued)
RSM US LLPPDT APP amp WIFI
Mary GoldsmithFed Bus Dev Dirmarygoldsmithrsmuscomwwwrsmuscom
RSM US LLP provides risk financial and technology management consulting services to the public sector We are an inclusive enterprise and support AGA CPAG and Womenrsquos forum We help federal state and local entities improve performance through a comprehensive understanding of their business models internal processes objectives and daily realities
BRASS SPONSORS
Automation AnywhereSTANDING SIGN
Sharon OrsquoNeillHead of Americas Field Marketingsharononeillautomationanywherecom wwwautomationanywherecom
Automation Anywhere is the global leader in enterprise-grade comprehensive Robotic Process Automation software including Cognitive and real-time analytics Over 1000 of the worldrsquos largest brands use our platform to create and manage their Digital Workforce and scale their business processes faster with near-zero error rates while dramatically reducing operational costs
Crowe LLPTUESDAY AM COFFEE BREAK
Bert NeuhringRisk Consulting Partnerbertnuehringcrowecomwwwcrowecom
Crowe LLP is a public accounting consulting and technology firm with offices around the world Crowe uses its deep industry expertise to provide audit services to public and private entities The firm and its subsidiaries also help clients make smart decisions that lead to lasting value with its tax advisory risk and performance services
42 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
BRASS SPONSORS (continued)
MastercardMONDAY AFTERNOON COFFEE BREAK
MariBeth McCarthyVP Bus Leadermaribeth_mccarthymastercardcomwwwmastercardcom
Mastercard (NYSE MA) is a technology company in the global payments industry We operate the worldrsquos fastest payments-processing network connecting consumers financial institutions merchants governments and businesses in more than 210 countries and territories Mastercardrsquos products and solutions make everyday commerce activities easier more secure and more efficient for everyone
PNC BankDIRECTIONAL SIGNAGE
Lauren GradwellAccount MgrLaurengradwellpnccomwwwpnccomideas
PNC is one of the nationrsquos largest financial services organizations providing retail and business banking residential mortgage banking specialized services for corporations and government entities including corporate banking treasury management real estate finance asset-based lending wealth management and asset management We are focused on delivering ideas insight and solutions to our clients to help them maximize the value of their business
Williams AdleyMONDAY MORNING COFFEE BREAK
Melinda BuckBus Dev Leadmbuckwilliamsadleycomwwwwilliamsadleycom
Williams Adley is one of the countryrsquos premier certified public accounting and management consulting firms Our diverse knowledge backgrounds and subject-matter expertise help a wide variety of government agencies and businesses achieve their financial program and information technology goals
AGA PDT 2018 | ORLANDO 43
MEDIA SPONSORS
Government Matters
John Meyer Managing DirjmeyerGovMatterstv wwwGovMatterstv
Government Matters is a television news program dedicated to providing non-partisan information and analysis to federal managers contractors and those supporting the federal marketplace The program airs weeknights in Washington DC on NewsChannel 8 Sunday Mornings on ABC 7 and worldwide on the American Forces Network (AFN)
GOVERNING
Meg Keller Dir of Marketingmkellergoverningcomwwwgoverningcom
For 25 years GOVERNING has been the only publication dedicated to providing the information insight and inspiration state and local leaders need to govern effectively Subscriptions for most state and local government professionals are free as is attendance at most GOVERNING events
Route Fifty
Hilery Sirpis Publisherhsirpisgovexeccomwwwroutefiftycom
Route Fifty a new digital publication and events brand from Atlantic Mediarsquos Government Executive Media Group connects leaders and ideas advancing state and local governments with news insight and resources It facilitates sharing of best practices and ideas among those creating government programs policies and institutions for the 21st century
44 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Play AGArsquos Exhibitor Hunt and win big prizes
including FREE registration to an
upcoming AGA training event
View CPEs Earned
Visit httpsessions ats-leads comagapdt2018 and enter your badge number to view CPEs earned during PDT
Note Only CPEs earned from previous day(s) can be viewed
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with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
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RelaxationStation
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MAIN
VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
MAINENTRANCE
Stop by PDT 2019 Booth 102
Relax RechargeGet a free massage
46 AGACGFM | PDT18
Exhibit Hall Floor Plan
Exhibitors by Booth Number
Company Name Booth
Infor 100 Bureau of the Fiscal Service 101Audimation Services 104American Society of Military Comptrollers 106Kearney Photo Booth 107Graduate School 108 Sehlke Consulting LLC 200Guidehouse 201Kforce Government Solutions Inc 202mLINQS LLC 203RSM US LLP 207GrantSolutions 209ACL Services Ltd 300Williams Adley 301CohnReznick Government 302AOC Solutions 303CGI Federal 306Virtual Experience with Accenture 307Savantage Solutions 308TeraThink Corporation 400Lynch Consultants LLC 401Interior Business Center 402GEHA 403
Company Name Booth
IFAS LLC 407TFC Consulting Inc 409Grant Thornton LLP 500RMA Associates LLC 501Castro amp Company LLC 503KPMG LLP 506AGA Community Service amp Silent Auction 507Kearney amp Company 600EY 601AGA 607J P Morgan 701FI Consulting 703CliftonLarsonAllen LLP 706MorganFranklin Consulting 707Becker Professional Education 709Management Concepts 800Qlik Tech Inc 801U S Army Financial Management Command 802The MIL Corporation 805Immersion Consulting 806Automation Anywhere 809
ACL Services LtdBOOTH 300wwwaclcom
ACL is a global software company with innovative solutions for public sector professionals to keep processes in check and provide higher levels of assurance through team-based analytic approaches ACLrsquos platform has helped over 250 government offices globally to bolster compliance manage risks and assure effective governance Learn more at our booth and wwwaclcom
AGABOOTH 607wwwagacgfmorg
AGA is the member organization for government financial management professionals We lead and encourage change that benefits our field and all citizens Our networking events professional certification publications and ongoing education help members build skills and advance their careers Learn about our thought-leadership library online tools CGFM designation and more
AGA PDT 2018 | ORLANDO 47
Exhibitor Appreciation AGA Corporate Partner
AGA Community Service amp Silent AuctionBOOTH 507
Buy tickets and bid for great prizes in our silent auction including gift certificates gift baskets sports memorabilia vacations and more Proceeds support AGArsquos National Community Service Fund the American Cancer Society the American Heart Association the Humane Society and Habitat for Humanity Winners posted daily present the winning ticket to claim your prize
AGA New Orleans ChapterBACK OF EXHIBIT HALLwwwagacgfmorgneworleans
Stop by our booth to learn more about New Orleans and plan your trip to PDT 2019 scheduled for July 21ndash24 2019 You might win a free PDT 2019 registration
American Society of Military Comptrollers BOOTH 106wwwasmconlineorg
ASMC is the non-profit educational and professional organization for persons military and civilian in the overall field of military comptrollership ASMC promotes the education and training of its members and supports the development and advancement of the military comptrollership profession The society provides professional programs to keep members abreast of current issues and encour-ages the exchange of information techniques and approaches
AOC SolutionsBOOTH 303wwwaocfederalsolutionscom
AOC Solutions Inc is a Service-Disabled Veteran-Owned Business providing financial management federal accounting audit readiness support and technology services AOC thought leaders are dedicated to helping agencies identify better ways to analyze accounting and financial data for cost reduction and increased efficiency
Audimation ServicesBOOTH 104wwwaudimationcom
Audimation Services Inc is the US distributor of CaseWare IDEAreg a powerful user-friendly data analytics software tool designed to help profes-sionals extend auditing capabilities detect fraud and meet documentation standards We specialize in helping organizations streamline audits simplify data acquisition and improve business processes
Automation Anywhere BOOTH 809
See write-up on page 42
Becker Professional EducationBOOTH 709wwwbeckercom
Do you need CPE for CGFMreg CPA or the new DoD FM Certification Come ask about our Government Family Offer Nearly half a million professionals have advanced their careers through our CPE programs including CPA Exam Review PMPreg Exam Review Cybersecurity Six Sigma and more And be sure to check out our new program for Certified Anti-Money Laundering Specialists (CAMS)
Bureau of the Fiscal ServiceBOOTH 101wwwfiscaltreasurygov
The Bureau of the Fiscal Service serves as a catalyst for transforming the way the federal government manages finances and delivers shared services Our passion is improving financial management and shared service delivery through efficient and effective operations and through guidance and assistance to others
48 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Castro amp Company LLCBOOTH 503www castroco com
Headquartered in Washington DC Castro amp Company is an audit advisory and accounting services CPA firm with a strong federal customer focus We are a Minority-Owned Small Business offering the personalized services of a small firm with the full resources and quality expected from a larger CPA firm
CGI FederalBOOTH 306
See write-up on page 38
CliftonLarsonAllen LLPBOOTH 706
See write-up on page 39
CohnReznick GovernmentBOOTH 302www cohnreznick com
CohnReznick Government provides audit accounting and financial management compliance risk and integrity monitoring program and project management and disaster response and recovery Our comprehensive project management approach provides clients with reliable processes and delivers accounting insights to help government organizations improve communication administer fiscal and operational strategies and meet compliance requirements
EYBOOTH 601
See write-up on page 39
FI ConsultingBOOTH 703www ficonsulting com
FI Consulting develops effective practical solutions to help federal agencies achieve their missions while operating efficiently managing risk and adapting to a changing policy environment We apply our core strengths in Data Analytics Modeling and Technology to gain program performance insight manage risk improve operations and better deliver mission
GEHABOOTH 403www geha com
GEHA provides medical and dental plans through the FEHB and FEDVIP programs for more than 18 million federal employees retirees and their families GEHA members receive year-round vision and hearing benefits plus other discounts For more information please stop by our booth or visit gehacom and gehadentalcom
Graduate SchoolBOOTH 108www graduateschool edu
Graduate School USA provides a wide range of learning opportunities in formats accessible to adult learners everywhere through training continuing education courses executive and leadership development and credit offerings For professionals in the government auditing and financial management community we offer a comprehensive curriculum taught by leading practitioners
Grant Thornton LLPBOOTH 500
See write-up on page 38
AGA PDT 2018 | ORLANDO 49
GrantSolutionsBOOTH 209www grantsolutions gov
GrantSolutions supports Federal agencies throughout the grants lifecycle mdash from pre-award planning through application award and closeout Our service finds solutions for shared mission needs across agencies while incorporating unique business and regulatory processes for grant programs GrantSolutions is an OMB-selected grants business leader providing end-to-end innovative grants management services dedicated to advancing the mission of Federal agencies
GuidehouseBOOTH 201
See write-up on page 40
IFAS LLCBOOTH 407www ifas-llc com
IFAS is an 8(a) Service-Disabled Veteran-Owned Small Business Woman-Owned Small Disadvan-taged Business providing Program Management Business and Finance Operations Integrated Logistics and IT Support Services to meet specific needs of our clients We provide geographically dispersed support available when and where you need us
Immersion ConsultingBOOTH 806www immersioninc com
Immersion Consulting a Service-Disabled Veteran-Owned Small Business headquartered in Annapolis Md provides business management and technology consulting to government nonprofit and commercial clients Founded in 2004 we specialize in program management financial management technology services and training Our mission provide clients with actionable business solutions that yield sustainable results
InforBOOTH 100www infor com
Infor Public Sector solutions streamline financial management across multiple systems With more than 25 years of public sector experience Infor helps you meet organization demands including budget and audit readiness performance management and financial control with flexible solution deployment options to help you operate more quickly and efficiently
Interior Business CenterBOOTH 402www doi govibc
The Interior Business Center one of several OMB-approved interagency shared-service providers offers acquisition financial manage-ment and HR under a fee-for-service full cost recovery business model By assisting multiple federal organizations IBC can leverage resources to share economies and efficiencies with external customers and our parent agency the US Department of the Interior
JP MorganBOOTH 701
See write-up on page 41
Kearney amp CompanyBOOTH 600
See write-up on page 40
Kforce Governnment Solutions IncBOOTH 202www kforcegov com
Kforce Government Solutions Inc (KGS) provides management and technology solutions to Federal Government and State and local agencies We deliver customized solutions across financial management organizational transformation and IT to solve our clientsrsquo most complex mission and business challenges KGS also offers the innovative TraumaFXreg line of medical training manikins
50 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
KPMG LLPBOOTH 506
See write-up on page 40
Lynch Consultants LLCBOOTH 401www lynchconsultants com
Lynch Consultants provides strategic financial and program advisory and assistance services to the federal government We partner with clients to deliver project management services financial and business support and strategic policy solutions for complex government programs Clients include numerous federal departments including DoD Navy Army VA HHS and HUD
Management ConceptsBOOTH 800www managementconcepts com
Management Concepts is a leading provider of professional development performance improve-ment and talent management solutions for the public sector Since 1973 we have collaborated with the federal government state and local offices non-profit organizations universities and corporations to enhance the performance of teams and organizations Follow us on Twitter Mgmt_Concepts
The MIL CorporationBOOTH 805www milcorp com
The MIL Corporation has grown steadily for 36 years and remains dedicated to excellence service and support across our four major service areas financial management and systems support information technology cyber security and systems and C4 engineering For more information please visit us at wwwmilcorpcom or on Facebook at httptinyurlcomFacebookMIL
mLINQS LLCBOOTH 203www mLINQS net
mLINQS a Service-Disabled Veteran-Owned Small Business founded in 2003 provides the govern-mentrsquos leading employee relocation management system and E-Gov travel (ETS2) consulting services Since 2004 mLINQS relocation system has automated relocations and tracked expenses for more than 30 agencies
MorganFranklin ConsultingBOOTH 707www morganfranklin com
MorganFranklin Consulting headquartered in McLean Va provides business consulting and technology solutions to public companies fast-growing private companies and US govern-ment agencies Third-party customer satisfaction surveys highlight the companyrsquos reputation for being hands-on flexible and skilled at bringing diverse groups together to complete projects on time and within budget
Qlik Tech IncBOOTH 801www qlik com
Qlikreg is the leading data analytics platform and the pioneer of user-driven business intelligence Its portfolio of cloud-based and on-premise solutions meets customersrsquo growing needs from reporting and self-service visual analysis to guided embedded and custom analytics regardless of where data is located
RMA Associates LLCBOOTH 501www rmafed com
RMA an SBA Certified 8(a) Small Business located in the Washington DC metropolitan area specializes in audit consulting and advisory
AGA PDT 2018 | ORLANDO 51
RSM US LLPBOOTH 207
See write-up on page 42
Savantage SolutionsBOOTH 308www savantage net
Savantage Solutions a CMMIreg Level 3 Rated and ISO 90012008 certified company is a leading provider of software development business consulting and program management support services One of only five vendors of financial management systems certified for federal use Savantage takes pride in its service excellence
Sehlke Consulting LLCBOOTH 200www sehlkeconsulting com
Founded in 2011 Sehlke Consulting is a Service-Disabled Veteran-Owned Small Business and Historically Underutilized Business Zone (HUBZone) firm based in Arlington Va We provide comprehensive leading solutions in Financial Management Acquisition Management Logistics and Supply Chain Management and National Security amp Defense Programs
TeraThink CorporationBOOTH 400www terathink com
TeraThink takes pride in the outstanding reputation we have earned over the past 15 years for delivering superior results to federal customers With expertise in agile development enterprise application technologies financial services and cloud solutions our delivery platform brings exceptional scale and value to support customersrsquo transformation business automation and mission-related goals Visit our booth and wwwTeraThinkcom for more information
TFC Consulting IncBOOTH 409www tfcci net
A licensed CPA firm Small Disadvantaged Business and ISO 9001_2015-certified enterprise TFC is the trusted partner of federal agencies facing complex financial management challenges Now celebrating 15 years of success and excellence in assisting clients TFC develops and implements comprehensive solutions to improve financial management environments and achieve operational efficiency
US Army Financial Management CommandBOOTH 802www facebook comUSAFMCOM
US Army Financial Management Command is responsible for the delivery of Army-wide Financial Management (FM) functions including Enterprise Resource Planning systems support audit and compliance support financial operations support and ERP business process standardization support and for providing operational oversight of Army field FM activities
Williams AdleyBOOTH 301
See write-up on page 43
Note The contents of this exhibitor list were compiled from information supplied by exhibitors While every effort has been made to ensure contents are correct AGA is unable to accept liability for errors or omissions or for any claims made by exhibitors
52 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AGA PDT 2018 | ORLANDO 53
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AIG Assistant Inspector GeneralAssoc AssociateAsst AssistantBus BusinessCEO Chief Executive OfficerCFO Chief Financial OfficerCIO Chief Information OfficerCo CountyComm CommitteeCOO Chief Operating OfficerCPAG Corporate Partner Advisory GroupDep DeputyDept DepartmentDev DevelopmentDir DirectorDiv DivisionEduc EducationERM Enterprise Risk ManagementExec ExecutiveFed FederalFM Financial ManagementGM General Manager Govt Government
Fields of Study See page 4 for list of Fields of Study
AOC Architect of the CapitolAOUSC Administrative Office of the
US CourtsCommerce US Department of CommerceDHHS US Department of Health
and Human ServicesDHS US Department of
Homeland SecurityDLA Defense Logistics AgencyDoD US Department of DefenseDoE US Department of EnergyDOI US Department of the InteriorDOJ US Department of JusticeDoS US Department of StateFASAB Federal Accounting Standards
Advisory BoardFiscal Service Bureau of the Fiscal ServiceFIT Office of Financial Innovation
and TransformationFMSB Financial Management Standards
BoardFTA Federal Transit Administration
HR Human ResourcesIG Inspector GeneralIT Information TechnologyMgmt ManagementMgr ManagerNatrsquol NationalOfc OfficePNP AGA Past National
PresidentPNT AGA Past National
TreasurerRPA Robotic Process
AutomationRVP Regional Vice PresidentSecrsquoy SecretarySME Subject Matter Expert Sr SeniorSvc ServiceSVP Senior Vice PresidentTech TechnicalUniv UniversityVP Vice President
GAO Government Accountability OfficeGASB Government Accounting Standards
BoardGSA US General Services
AdministrationHUD US Department of Housing
and Urban DevelopmentIRS Internal Revenue ServiceNASA National Aeronautics and Space
AdministrationNSF National Science FoundationOCFO Office of the Chief Financial OfficerOIG Office of Inspector GeneralOMB Office of Management and BudgetSBA Small Business AdministrationTreasury US Department of the TreasuryUSAID US Agency for International
DevelopmentUSDA US Department of AgricultureUSPTO US Patent and Trademark OfficeVA US Department of
Veteran Affairs
54 AGACGFM | PDT18
Glossary
MAIN CONVENTION CENTERSINGLE-LEVEL
REGISTRATION
CYBER LOUNGE
EX
HIB
IT H
ALL
PLENARY S
ESSIO
NS
AGA PDT 2018 | ORLANDO 55
Convention Center Floor Plans
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䴀愀渀礀 瀀愀琀栀猀Ⰰ 漀渀攀 挀漀爀爀攀挀琀 爀漀甀琀攀 䘀漀氀氀漀眀 吀䘀䌀 愀氀漀渀最 琀栀攀 爀漀甀琀攀 琀漀 猀甀挀挀攀猀猀 䘀椀爀猀琀 琀栀愀琀 挀漀爀爀攀挀琀氀礀
挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀
1 ndash 215 pm
W111 Conducting Effective Assessments of Internal ControlsCRYSTAL K-L | FOS ACCG
This session will introduce participants to key concepts issues and standards necessary to design and implement policies to achieve the organizationrsquos objectives
M Sefton Boyars ConsultantTrainer Sefton Boyars CGFM CPA
W112 New Fraud Fighters Cryptocurrencies Blockchain and Secure TransactionsCRYSTAL C-F | FOS AUD
Government is inherently a transactional business From deeds to disbursements the quantity of documents governments maintain on paper and digital image continues to grow Criminals are abusing the current processes to commit fraud at an increasing rate Learn how you can use Blockchain to disrupt and combat fraud
M Jay Schulman Principal RSM US LLP
W113 Data Visualization mdash Using Geographic Information Systems as an Audit ToolGRAND 9-11 | FOS AUDG
Geographic Information Systems (GIS) are increasingly being utilized as a tool to present audit information Learn from experts on how recipients of government services using GIS provides a wealth of audit opportunities
M Gwendolyn Sewell Chief Mission Compliance and Audit ReadinessAccounting Air Force
W114 Finance 2020 Embracing the Changes to ComeCRYSTAL A-B | FOS MGMT
What is the role of CFOs and senior finance staff in this rapidly changing digital world This session will explore the evolution in the field from an expense control spreadsheet-driven and retrospective reporting center into a predictive analytics powerhouse
M Scott Quehl Sr Principal Accenture Federal Services
W115 Quality Management ConfrontationGRAND 12-14 | FOS MGMT
How do you optimize resources and maximize efficiency Join our panel of experts as they discuss various topics in performance management and answer questions such as ldquoHow is quality management implemented throughout an organizationrdquo and ldquoHow do you view and plan around resource allocationrdquo
M Wayne Ference Partner Castro amp Company LLC
W116 Enterprise Risk Management Stories from the Front LinesCRYSTAL H | FOS MGMT
For the past two years agencies have been working to implement the changes made to OMB A-123 This session will feature feedback from agency risk officers on whether ERM is living up to expectations
M Tom Carroll CFO AOC
AGA PDT 2018 | ORLANDO 35
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
W117 Leadership Keys to SuccessCRYSTAL M-Q | FOS PD
Gain perspective from a senior leader in government about how you can make a difference in your organization This entertaining session will cover how to develop people build trust cultivate relationships and communicate more effectively Leadership is possible at any level of government
M Mary Peterman Dep Chief Finance and Procurement AOUSC
W118 Building an Optimal Analytics-Driven Program Integrity OfficeCANARY 1-2 | FOS MGMT
With the passage of the Fraud Reduction and DATA Act agencies are under increased pressure to have effective program integrity offices that leverage data analytics and focus on outcomes Hear best practices found from a comprehensive pilot project conducted at the VA
M Linda Miller Dir Grant Thornton LLP
W119 Competencies The Thread that BindsCANARY 3-4 | FOS HR
DoD like other agencies is required by law to develop functional competencies to use in strategic workforce planning The DoD FM community developed 24 enterprise-wide FM competencies Learn how these competencies serve as the thread which binds the FM workforce development portfolio into a coherent strategic plan which guides career development
M Jansen Sauvageau SVP PNC Bank
230 ndash 3 pm
AGA National President Gavel ExchangeCYPRESS BALLROOM
3 ndash 4 pm
W120 Closing Plenary Session Shift Your Brilliance Leading Amidst UncertaintyCYPRESS BALLROOM | FOS PD
This session will teach participants how to solve problems get out of the past and think like a leader of the future You will develop an enhanced sense of perspective understand where you shine and learn how to lead without a title to create effective change
Simon Bailey Author amp Inspirational Coach
M John Lynskey AGA 2018ndash2019 National President
6 ndash 11 pm
Presidentrsquos Appreciation ReceptionROYALSABALSAGO
Join us as we celebrate and thank 2017ndash2018 AGA National President Jim Arnette for his service and contributions to AGA and the financial management community
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
36 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
AGA PDT 2018 | ORLANDO 37
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
Please join us in thanking our sponsors for their generous support of AGArsquos 2018 Professional Development Training
PLATINUM SPONSORS
Accenture Federal ServicesVIRTUAL EXPERIENCE
Rowan MirandaManaging Dir CFO Advisory Practice Leadrowanamirandaaccenturefederalcomwwwaccenturefederalcom
Accenture Federal Services a wholly owned subsidiary of Accenture LLP is a US company with offices in Arlington Va Accenturersquos federal business has served every cabinet-level department and 30 of the largest federal organizations Accenture Federal Services transforms bold ideas into breakthrough outcomes for clients at defense intelligence public safety civilian and military health organizations
Grant Thornton LLPTOTE BAGS
Robert SheaPrincipal Global Public Sectorrobertsheausgtcomwwwgranthorntoncompublicsector
Grant Thornton LLP the US member firm of Grant Thornton International is one of six global accounting tax and business advisory organizations Our Global Public Sector based in Alexandria Va is a management consulting business providing responsive and innovative financial performance management and systems solutions to governments and international organizations
GOLD SPONSORS
CGIDIGITAL EXECUTIVE SESSION
Kevin GreerVP Mgmt Consulting KevinGreercgifederalcomwwwcgifederalcomusfederal
A global leader in IT business process and professional services CGI partners with federal agencies to provide end-to-end solutions for defense civilian and intelligence missions Since 1976 we have delivered quality services to help clients achieve results at every stage of the program product and business lifecycle
38 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CliftonLarsonAllenBADGE HOLDERS
Doreen ShuteManaging Principal Fed Govt SvcsDoreenShuteCLAconnectcomwwwCLAconnectcom
CLA is a professional services firm delivering integrated advisory outsourcing and public accounting capabilities to help clients succeed professionally and personally Our practice group members are recognized industry experts and established leaders in the government community We focus on active engagement in the industry a sentiment beyond meeting requirements and standards
DeloitteWATER BOTTLESHYDRATION STATIONS
Colin Duncan Managing Dircoduncandeloittecom wwwdeloittecomusfederal
Deloittersquos Government and Public Services practice consists of more than 12000 professionals across the country serving federal state and local government and higher education clients across consulting and advisory functions bring fresh perspective mdash from inside and outside government mdash to help solve our nationrsquos biggest challenges We bring insights from our client experience and research to drive bold and lasting results People Ideas Technology and Outcomes mdash all Designed for Impact
EYAGA EXECUTIVE SESSION
Bill ColbertPartner PI Financebillcolberteycomwwweycomgovpublicsector
The Government and Public Sector practice of Ernst amp Young LLP provides a full range of consulting and audit services leveraging our experience with both government and commercial clients We deliver real change and measurable results through our diverse high-performing teams operational know-how from across our global organization and bold ideas tailored to each clientrsquos unique mission
AGA PDT 2018 | ORLANDO 39
GOLD SPONSORS (continued)
GuidehouseMONDAY LUNCHEON
Christina VanecekMarketing Mgrcvanecekguidehousecomwwwguidehousecom
Guidehouse formerly PwC Public Sector provides management technology and risk consulting to clients around the world through more than 1600 professionals in 20 locations Now as Guidehouse we offer the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected
Kearney amp CompanyPHOTO BOOTH
Erika SteiningerPartneresteiningerkearneycocomwwwkearneycocom
Kearney amp Company a CPA and consulting firm exclusively serving the Federal Government takes pride in its ability to assist agencies in meeting business objectives and complying with complex requirements Practice areas include Financial Reporting and Accounting Support Internal ControlsA-123 Financial Services Financial Healthcare Services Advisory Services and Program Management
KPMG LLPHOST COMMITTEE SHIRTS MONDAY BREAKFAST
Diane DudleyPartner-in-Charge Fed Auditddudleykpmgcomwwwkpmgcom
For more than 100 years KPMG LLP has assisted the government in the civilian defense and intelligence sectors Today we help these organizations adapt to new environments by working with them to transform business models leverage data protect information assets and provide assurance services while focusing on their mission
40 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
CPAG Small Business CommitteeTUESDAY LUNCHEON
Dedicated members of AGArsquos Small Business Committee are proud to sponsor the 2018 PDT Tuesday Awards Luncheon Thank you to 2nd Wave Castro amp Co Immersion RMA Associates TFC Consulting Trilogy Federal and Watkins Government Services
Get Inspired During PDTthen submit your best practices to the Journal of Government Financial Management by Sept 1 2018
Learn more and view the 2018ndash2019 editorial calendar at wwwagacgfmorgjournal
SILVER SPONSORS
JP MorganTUESDAY BREAKFAST
Denise PetittaExec DirDenisePetittajpmorgancomwwwjpmorgancom
JP Morgan is a premier corporate and investment bank with a full suite of global financial services and capabilities Our clients include the worldrsquos most important corporations governments financial institutions pensions sovereign wealth organizations states and municipalities we offer strategic advice and deliver banking services in more than 100 countries
AGA PDT 2018 | ORLANDO 41
SILVER SPONSORS (continued)
RSM US LLPPDT APP amp WIFI
Mary GoldsmithFed Bus Dev Dirmarygoldsmithrsmuscomwwwrsmuscom
RSM US LLP provides risk financial and technology management consulting services to the public sector We are an inclusive enterprise and support AGA CPAG and Womenrsquos forum We help federal state and local entities improve performance through a comprehensive understanding of their business models internal processes objectives and daily realities
BRASS SPONSORS
Automation AnywhereSTANDING SIGN
Sharon OrsquoNeillHead of Americas Field Marketingsharononeillautomationanywherecom wwwautomationanywherecom
Automation Anywhere is the global leader in enterprise-grade comprehensive Robotic Process Automation software including Cognitive and real-time analytics Over 1000 of the worldrsquos largest brands use our platform to create and manage their Digital Workforce and scale their business processes faster with near-zero error rates while dramatically reducing operational costs
Crowe LLPTUESDAY AM COFFEE BREAK
Bert NeuhringRisk Consulting Partnerbertnuehringcrowecomwwwcrowecom
Crowe LLP is a public accounting consulting and technology firm with offices around the world Crowe uses its deep industry expertise to provide audit services to public and private entities The firm and its subsidiaries also help clients make smart decisions that lead to lasting value with its tax advisory risk and performance services
42 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
BRASS SPONSORS (continued)
MastercardMONDAY AFTERNOON COFFEE BREAK
MariBeth McCarthyVP Bus Leadermaribeth_mccarthymastercardcomwwwmastercardcom
Mastercard (NYSE MA) is a technology company in the global payments industry We operate the worldrsquos fastest payments-processing network connecting consumers financial institutions merchants governments and businesses in more than 210 countries and territories Mastercardrsquos products and solutions make everyday commerce activities easier more secure and more efficient for everyone
PNC BankDIRECTIONAL SIGNAGE
Lauren GradwellAccount MgrLaurengradwellpnccomwwwpnccomideas
PNC is one of the nationrsquos largest financial services organizations providing retail and business banking residential mortgage banking specialized services for corporations and government entities including corporate banking treasury management real estate finance asset-based lending wealth management and asset management We are focused on delivering ideas insight and solutions to our clients to help them maximize the value of their business
Williams AdleyMONDAY MORNING COFFEE BREAK
Melinda BuckBus Dev Leadmbuckwilliamsadleycomwwwwilliamsadleycom
Williams Adley is one of the countryrsquos premier certified public accounting and management consulting firms Our diverse knowledge backgrounds and subject-matter expertise help a wide variety of government agencies and businesses achieve their financial program and information technology goals
AGA PDT 2018 | ORLANDO 43
MEDIA SPONSORS
Government Matters
John Meyer Managing DirjmeyerGovMatterstv wwwGovMatterstv
Government Matters is a television news program dedicated to providing non-partisan information and analysis to federal managers contractors and those supporting the federal marketplace The program airs weeknights in Washington DC on NewsChannel 8 Sunday Mornings on ABC 7 and worldwide on the American Forces Network (AFN)
GOVERNING
Meg Keller Dir of Marketingmkellergoverningcomwwwgoverningcom
For 25 years GOVERNING has been the only publication dedicated to providing the information insight and inspiration state and local leaders need to govern effectively Subscriptions for most state and local government professionals are free as is attendance at most GOVERNING events
Route Fifty
Hilery Sirpis Publisherhsirpisgovexeccomwwwroutefiftycom
Route Fifty a new digital publication and events brand from Atlantic Mediarsquos Government Executive Media Group connects leaders and ideas advancing state and local governments with news insight and resources It facilitates sharing of best practices and ideas among those creating government programs policies and institutions for the 21st century
44 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Play AGArsquos Exhibitor Hunt and win big prizes
including FREE registration to an
upcoming AGA training event
View CPEs Earned
Visit httpsessions ats-leads comagapdt2018 and enter your badge number to view CPEs earned during PDT
Note Only CPEs earned from previous day(s) can be viewed
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VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
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MAIN
VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
MAINENTRANCE
Stop by PDT 2019 Booth 102
Relax RechargeGet a free massage
46 AGACGFM | PDT18
Exhibit Hall Floor Plan
Exhibitors by Booth Number
Company Name Booth
Infor 100 Bureau of the Fiscal Service 101Audimation Services 104American Society of Military Comptrollers 106Kearney Photo Booth 107Graduate School 108 Sehlke Consulting LLC 200Guidehouse 201Kforce Government Solutions Inc 202mLINQS LLC 203RSM US LLP 207GrantSolutions 209ACL Services Ltd 300Williams Adley 301CohnReznick Government 302AOC Solutions 303CGI Federal 306Virtual Experience with Accenture 307Savantage Solutions 308TeraThink Corporation 400Lynch Consultants LLC 401Interior Business Center 402GEHA 403
Company Name Booth
IFAS LLC 407TFC Consulting Inc 409Grant Thornton LLP 500RMA Associates LLC 501Castro amp Company LLC 503KPMG LLP 506AGA Community Service amp Silent Auction 507Kearney amp Company 600EY 601AGA 607J P Morgan 701FI Consulting 703CliftonLarsonAllen LLP 706MorganFranklin Consulting 707Becker Professional Education 709Management Concepts 800Qlik Tech Inc 801U S Army Financial Management Command 802The MIL Corporation 805Immersion Consulting 806Automation Anywhere 809
ACL Services LtdBOOTH 300wwwaclcom
ACL is a global software company with innovative solutions for public sector professionals to keep processes in check and provide higher levels of assurance through team-based analytic approaches ACLrsquos platform has helped over 250 government offices globally to bolster compliance manage risks and assure effective governance Learn more at our booth and wwwaclcom
AGABOOTH 607wwwagacgfmorg
AGA is the member organization for government financial management professionals We lead and encourage change that benefits our field and all citizens Our networking events professional certification publications and ongoing education help members build skills and advance their careers Learn about our thought-leadership library online tools CGFM designation and more
AGA PDT 2018 | ORLANDO 47
Exhibitor Appreciation AGA Corporate Partner
AGA Community Service amp Silent AuctionBOOTH 507
Buy tickets and bid for great prizes in our silent auction including gift certificates gift baskets sports memorabilia vacations and more Proceeds support AGArsquos National Community Service Fund the American Cancer Society the American Heart Association the Humane Society and Habitat for Humanity Winners posted daily present the winning ticket to claim your prize
AGA New Orleans ChapterBACK OF EXHIBIT HALLwwwagacgfmorgneworleans
Stop by our booth to learn more about New Orleans and plan your trip to PDT 2019 scheduled for July 21ndash24 2019 You might win a free PDT 2019 registration
American Society of Military Comptrollers BOOTH 106wwwasmconlineorg
ASMC is the non-profit educational and professional organization for persons military and civilian in the overall field of military comptrollership ASMC promotes the education and training of its members and supports the development and advancement of the military comptrollership profession The society provides professional programs to keep members abreast of current issues and encour-ages the exchange of information techniques and approaches
AOC SolutionsBOOTH 303wwwaocfederalsolutionscom
AOC Solutions Inc is a Service-Disabled Veteran-Owned Business providing financial management federal accounting audit readiness support and technology services AOC thought leaders are dedicated to helping agencies identify better ways to analyze accounting and financial data for cost reduction and increased efficiency
Audimation ServicesBOOTH 104wwwaudimationcom
Audimation Services Inc is the US distributor of CaseWare IDEAreg a powerful user-friendly data analytics software tool designed to help profes-sionals extend auditing capabilities detect fraud and meet documentation standards We specialize in helping organizations streamline audits simplify data acquisition and improve business processes
Automation Anywhere BOOTH 809
See write-up on page 42
Becker Professional EducationBOOTH 709wwwbeckercom
Do you need CPE for CGFMreg CPA or the new DoD FM Certification Come ask about our Government Family Offer Nearly half a million professionals have advanced their careers through our CPE programs including CPA Exam Review PMPreg Exam Review Cybersecurity Six Sigma and more And be sure to check out our new program for Certified Anti-Money Laundering Specialists (CAMS)
Bureau of the Fiscal ServiceBOOTH 101wwwfiscaltreasurygov
The Bureau of the Fiscal Service serves as a catalyst for transforming the way the federal government manages finances and delivers shared services Our passion is improving financial management and shared service delivery through efficient and effective operations and through guidance and assistance to others
48 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Castro amp Company LLCBOOTH 503www castroco com
Headquartered in Washington DC Castro amp Company is an audit advisory and accounting services CPA firm with a strong federal customer focus We are a Minority-Owned Small Business offering the personalized services of a small firm with the full resources and quality expected from a larger CPA firm
CGI FederalBOOTH 306
See write-up on page 38
CliftonLarsonAllen LLPBOOTH 706
See write-up on page 39
CohnReznick GovernmentBOOTH 302www cohnreznick com
CohnReznick Government provides audit accounting and financial management compliance risk and integrity monitoring program and project management and disaster response and recovery Our comprehensive project management approach provides clients with reliable processes and delivers accounting insights to help government organizations improve communication administer fiscal and operational strategies and meet compliance requirements
EYBOOTH 601
See write-up on page 39
FI ConsultingBOOTH 703www ficonsulting com
FI Consulting develops effective practical solutions to help federal agencies achieve their missions while operating efficiently managing risk and adapting to a changing policy environment We apply our core strengths in Data Analytics Modeling and Technology to gain program performance insight manage risk improve operations and better deliver mission
GEHABOOTH 403www geha com
GEHA provides medical and dental plans through the FEHB and FEDVIP programs for more than 18 million federal employees retirees and their families GEHA members receive year-round vision and hearing benefits plus other discounts For more information please stop by our booth or visit gehacom and gehadentalcom
Graduate SchoolBOOTH 108www graduateschool edu
Graduate School USA provides a wide range of learning opportunities in formats accessible to adult learners everywhere through training continuing education courses executive and leadership development and credit offerings For professionals in the government auditing and financial management community we offer a comprehensive curriculum taught by leading practitioners
Grant Thornton LLPBOOTH 500
See write-up on page 38
AGA PDT 2018 | ORLANDO 49
GrantSolutionsBOOTH 209www grantsolutions gov
GrantSolutions supports Federal agencies throughout the grants lifecycle mdash from pre-award planning through application award and closeout Our service finds solutions for shared mission needs across agencies while incorporating unique business and regulatory processes for grant programs GrantSolutions is an OMB-selected grants business leader providing end-to-end innovative grants management services dedicated to advancing the mission of Federal agencies
GuidehouseBOOTH 201
See write-up on page 40
IFAS LLCBOOTH 407www ifas-llc com
IFAS is an 8(a) Service-Disabled Veteran-Owned Small Business Woman-Owned Small Disadvan-taged Business providing Program Management Business and Finance Operations Integrated Logistics and IT Support Services to meet specific needs of our clients We provide geographically dispersed support available when and where you need us
Immersion ConsultingBOOTH 806www immersioninc com
Immersion Consulting a Service-Disabled Veteran-Owned Small Business headquartered in Annapolis Md provides business management and technology consulting to government nonprofit and commercial clients Founded in 2004 we specialize in program management financial management technology services and training Our mission provide clients with actionable business solutions that yield sustainable results
InforBOOTH 100www infor com
Infor Public Sector solutions streamline financial management across multiple systems With more than 25 years of public sector experience Infor helps you meet organization demands including budget and audit readiness performance management and financial control with flexible solution deployment options to help you operate more quickly and efficiently
Interior Business CenterBOOTH 402www doi govibc
The Interior Business Center one of several OMB-approved interagency shared-service providers offers acquisition financial manage-ment and HR under a fee-for-service full cost recovery business model By assisting multiple federal organizations IBC can leverage resources to share economies and efficiencies with external customers and our parent agency the US Department of the Interior
JP MorganBOOTH 701
See write-up on page 41
Kearney amp CompanyBOOTH 600
See write-up on page 40
Kforce Governnment Solutions IncBOOTH 202www kforcegov com
Kforce Government Solutions Inc (KGS) provides management and technology solutions to Federal Government and State and local agencies We deliver customized solutions across financial management organizational transformation and IT to solve our clientsrsquo most complex mission and business challenges KGS also offers the innovative TraumaFXreg line of medical training manikins
50 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
KPMG LLPBOOTH 506
See write-up on page 40
Lynch Consultants LLCBOOTH 401www lynchconsultants com
Lynch Consultants provides strategic financial and program advisory and assistance services to the federal government We partner with clients to deliver project management services financial and business support and strategic policy solutions for complex government programs Clients include numerous federal departments including DoD Navy Army VA HHS and HUD
Management ConceptsBOOTH 800www managementconcepts com
Management Concepts is a leading provider of professional development performance improve-ment and talent management solutions for the public sector Since 1973 we have collaborated with the federal government state and local offices non-profit organizations universities and corporations to enhance the performance of teams and organizations Follow us on Twitter Mgmt_Concepts
The MIL CorporationBOOTH 805www milcorp com
The MIL Corporation has grown steadily for 36 years and remains dedicated to excellence service and support across our four major service areas financial management and systems support information technology cyber security and systems and C4 engineering For more information please visit us at wwwmilcorpcom or on Facebook at httptinyurlcomFacebookMIL
mLINQS LLCBOOTH 203www mLINQS net
mLINQS a Service-Disabled Veteran-Owned Small Business founded in 2003 provides the govern-mentrsquos leading employee relocation management system and E-Gov travel (ETS2) consulting services Since 2004 mLINQS relocation system has automated relocations and tracked expenses for more than 30 agencies
MorganFranklin ConsultingBOOTH 707www morganfranklin com
MorganFranklin Consulting headquartered in McLean Va provides business consulting and technology solutions to public companies fast-growing private companies and US govern-ment agencies Third-party customer satisfaction surveys highlight the companyrsquos reputation for being hands-on flexible and skilled at bringing diverse groups together to complete projects on time and within budget
Qlik Tech IncBOOTH 801www qlik com
Qlikreg is the leading data analytics platform and the pioneer of user-driven business intelligence Its portfolio of cloud-based and on-premise solutions meets customersrsquo growing needs from reporting and self-service visual analysis to guided embedded and custom analytics regardless of where data is located
RMA Associates LLCBOOTH 501www rmafed com
RMA an SBA Certified 8(a) Small Business located in the Washington DC metropolitan area specializes in audit consulting and advisory
AGA PDT 2018 | ORLANDO 51
RSM US LLPBOOTH 207
See write-up on page 42
Savantage SolutionsBOOTH 308www savantage net
Savantage Solutions a CMMIreg Level 3 Rated and ISO 90012008 certified company is a leading provider of software development business consulting and program management support services One of only five vendors of financial management systems certified for federal use Savantage takes pride in its service excellence
Sehlke Consulting LLCBOOTH 200www sehlkeconsulting com
Founded in 2011 Sehlke Consulting is a Service-Disabled Veteran-Owned Small Business and Historically Underutilized Business Zone (HUBZone) firm based in Arlington Va We provide comprehensive leading solutions in Financial Management Acquisition Management Logistics and Supply Chain Management and National Security amp Defense Programs
TeraThink CorporationBOOTH 400www terathink com
TeraThink takes pride in the outstanding reputation we have earned over the past 15 years for delivering superior results to federal customers With expertise in agile development enterprise application technologies financial services and cloud solutions our delivery platform brings exceptional scale and value to support customersrsquo transformation business automation and mission-related goals Visit our booth and wwwTeraThinkcom for more information
TFC Consulting IncBOOTH 409www tfcci net
A licensed CPA firm Small Disadvantaged Business and ISO 9001_2015-certified enterprise TFC is the trusted partner of federal agencies facing complex financial management challenges Now celebrating 15 years of success and excellence in assisting clients TFC develops and implements comprehensive solutions to improve financial management environments and achieve operational efficiency
US Army Financial Management CommandBOOTH 802www facebook comUSAFMCOM
US Army Financial Management Command is responsible for the delivery of Army-wide Financial Management (FM) functions including Enterprise Resource Planning systems support audit and compliance support financial operations support and ERP business process standardization support and for providing operational oversight of Army field FM activities
Williams AdleyBOOTH 301
See write-up on page 43
Note The contents of this exhibitor list were compiled from information supplied by exhibitors While every effort has been made to ensure contents are correct AGA is unable to accept liability for errors or omissions or for any claims made by exhibitors
52 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AGA PDT 2018 | ORLANDO 53
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AIG Assistant Inspector GeneralAssoc AssociateAsst AssistantBus BusinessCEO Chief Executive OfficerCFO Chief Financial OfficerCIO Chief Information OfficerCo CountyComm CommitteeCOO Chief Operating OfficerCPAG Corporate Partner Advisory GroupDep DeputyDept DepartmentDev DevelopmentDir DirectorDiv DivisionEduc EducationERM Enterprise Risk ManagementExec ExecutiveFed FederalFM Financial ManagementGM General Manager Govt Government
Fields of Study See page 4 for list of Fields of Study
AOC Architect of the CapitolAOUSC Administrative Office of the
US CourtsCommerce US Department of CommerceDHHS US Department of Health
and Human ServicesDHS US Department of
Homeland SecurityDLA Defense Logistics AgencyDoD US Department of DefenseDoE US Department of EnergyDOI US Department of the InteriorDOJ US Department of JusticeDoS US Department of StateFASAB Federal Accounting Standards
Advisory BoardFiscal Service Bureau of the Fiscal ServiceFIT Office of Financial Innovation
and TransformationFMSB Financial Management Standards
BoardFTA Federal Transit Administration
HR Human ResourcesIG Inspector GeneralIT Information TechnologyMgmt ManagementMgr ManagerNatrsquol NationalOfc OfficePNP AGA Past National
PresidentPNT AGA Past National
TreasurerRPA Robotic Process
AutomationRVP Regional Vice PresidentSecrsquoy SecretarySME Subject Matter Expert Sr SeniorSvc ServiceSVP Senior Vice PresidentTech TechnicalUniv UniversityVP Vice President
GAO Government Accountability OfficeGASB Government Accounting Standards
BoardGSA US General Services
AdministrationHUD US Department of Housing
and Urban DevelopmentIRS Internal Revenue ServiceNASA National Aeronautics and Space
AdministrationNSF National Science FoundationOCFO Office of the Chief Financial OfficerOIG Office of Inspector GeneralOMB Office of Management and BudgetSBA Small Business AdministrationTreasury US Department of the TreasuryUSAID US Agency for International
DevelopmentUSDA US Department of AgricultureUSPTO US Patent and Trademark OfficeVA US Department of
Veteran Affairs
54 AGACGFM | PDT18
Glossary
MAIN CONVENTION CENTERSINGLE-LEVEL
REGISTRATION
CYBER LOUNGE
EX
HIB
IT H
ALL
PLENARY S
ESSIO
NS
AGA PDT 2018 | ORLANDO 55
Convention Center Floor Plans
圀䔀 䰀䤀匀吀䔀一 簀 圀䔀 䤀一一伀嘀䄀吀䔀 簀 圀䔀 䐀䔀䰀䤀嘀䔀刀
吀愀猀栀甀 吀爀椀瘀攀搀椀Ⰰ 倀爀攀猀椀搀攀渀琀䌀䔀伀 㜀㤀㐀 漀爀 琀琀爀椀瘀攀搀椀䀀琀昀挀挀椀渀攀琀
嘀椀猀椀琀 漀甀爀 眀攀戀猀椀琀攀 愀琀 眀眀眀琀昀挀挀椀渀攀琀
䘀漀爀 洀漀爀攀 椀渀昀漀爀洀愀琀椀漀渀 挀漀渀琀愀挀琀 吀䘀䌀
椀猀 琀栀攀 琀爀甀猀琀攀搀 瀀愀爀琀渀攀爀 昀漀爀 昀攀搀攀爀愀氀 愀最攀渀挀椀攀猀 琀栀愀琀愀爀攀 昀愀挀椀渀最 挀漀洀瀀氀攀砀 ǻ渀愀渀挀椀愀氀 洀愀渀愀最攀洀攀渀琀 挀栀愀氀氀攀渀最攀猀
吀䘀䌀 䌀漀渀猀甀氀琀椀渀最 䤀渀挀
뜀뜀
뜀뜀뜀뜀
䔀渀琀攀爀瀀爀椀猀攀 刀椀猀欀 䤀渀琀攀爀渀愀氀䌀漀渀琀爀漀氀猀 䄀搀瘀椀猀漀爀礀䤀洀瀀爀漀瀀攀爀 倀愀礀洀攀渀琀猀䴀攀愀猀甀爀攀洀攀渀琀 刀攀洀攀搀椀愀琀椀漀渀䘀椀渀愀渀挀椀愀氀 刀攀瀀漀爀琀椀渀最 䄀䄀挀挀漀甀渀琀椀渀最 伀瀀攀爀愀琀椀漀渀猀䘀椀渀愀渀挀椀愀氀 匀琀愀琀攀洀攀渀琀 䌀漀洀瀀氀椀愀渀挀攀 䄀甀搀椀琀䐀愀琀愀 䄀渀愀氀礀琀椀挀猀 伀瀀琀椀洀椀稀愀琀椀漀渀䤀吀 匀攀挀甀爀椀琀礀 刀攀瘀椀攀眀 䄀猀猀攀猀猀洀攀渀琀
伀甀爀 瘀愀氀甀攀ⴀ愀搀搀攀搀 猀攀爀瘀椀挀攀猀㨀
圀栀愀琀猀 礀漀甀爀 渀攀砀琀 洀漀瘀攀㼀
䴀愀渀礀 瀀愀琀栀猀Ⰰ 漀渀攀 挀漀爀爀攀挀琀 爀漀甀琀攀 䘀漀氀氀漀眀 吀䘀䌀 愀氀漀渀最 琀栀攀 爀漀甀琀攀 琀漀 猀甀挀挀攀猀猀 䘀椀爀猀琀 琀栀愀琀 挀漀爀爀攀挀琀氀礀
挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀
W117 Leadership Keys to SuccessCRYSTAL M-Q | FOS PD
Gain perspective from a senior leader in government about how you can make a difference in your organization This entertaining session will cover how to develop people build trust cultivate relationships and communicate more effectively Leadership is possible at any level of government
M Mary Peterman Dep Chief Finance and Procurement AOUSC
W118 Building an Optimal Analytics-Driven Program Integrity OfficeCANARY 1-2 | FOS MGMT
With the passage of the Fraud Reduction and DATA Act agencies are under increased pressure to have effective program integrity offices that leverage data analytics and focus on outcomes Hear best practices found from a comprehensive pilot project conducted at the VA
M Linda Miller Dir Grant Thornton LLP
W119 Competencies The Thread that BindsCANARY 3-4 | FOS HR
DoD like other agencies is required by law to develop functional competencies to use in strategic workforce planning The DoD FM community developed 24 enterprise-wide FM competencies Learn how these competencies serve as the thread which binds the FM workforce development portfolio into a coherent strategic plan which guides career development
M Jansen Sauvageau SVP PNC Bank
230 ndash 3 pm
AGA National President Gavel ExchangeCYPRESS BALLROOM
3 ndash 4 pm
W120 Closing Plenary Session Shift Your Brilliance Leading Amidst UncertaintyCYPRESS BALLROOM | FOS PD
This session will teach participants how to solve problems get out of the past and think like a leader of the future You will develop an enhanced sense of perspective understand where you shine and learn how to lead without a title to create effective change
Simon Bailey Author amp Inspirational Coach
M John Lynskey AGA 2018ndash2019 National President
6 ndash 11 pm
Presidentrsquos Appreciation ReceptionROYALSABALSAGO
Join us as we celebrate and thank 2017ndash2018 AGA National President Jim Arnette for his service and contributions to AGA and the financial management community
C
M
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CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
36 AGACGFM | PDT18
Agenda mdash Wednesday ModeratorM
Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
AGA PDT 2018 | ORLANDO 37
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
Please join us in thanking our sponsors for their generous support of AGArsquos 2018 Professional Development Training
PLATINUM SPONSORS
Accenture Federal ServicesVIRTUAL EXPERIENCE
Rowan MirandaManaging Dir CFO Advisory Practice Leadrowanamirandaaccenturefederalcomwwwaccenturefederalcom
Accenture Federal Services a wholly owned subsidiary of Accenture LLP is a US company with offices in Arlington Va Accenturersquos federal business has served every cabinet-level department and 30 of the largest federal organizations Accenture Federal Services transforms bold ideas into breakthrough outcomes for clients at defense intelligence public safety civilian and military health organizations
Grant Thornton LLPTOTE BAGS
Robert SheaPrincipal Global Public Sectorrobertsheausgtcomwwwgranthorntoncompublicsector
Grant Thornton LLP the US member firm of Grant Thornton International is one of six global accounting tax and business advisory organizations Our Global Public Sector based in Alexandria Va is a management consulting business providing responsive and innovative financial performance management and systems solutions to governments and international organizations
GOLD SPONSORS
CGIDIGITAL EXECUTIVE SESSION
Kevin GreerVP Mgmt Consulting KevinGreercgifederalcomwwwcgifederalcomusfederal
A global leader in IT business process and professional services CGI partners with federal agencies to provide end-to-end solutions for defense civilian and intelligence missions Since 1976 we have delivered quality services to help clients achieve results at every stage of the program product and business lifecycle
38 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CliftonLarsonAllenBADGE HOLDERS
Doreen ShuteManaging Principal Fed Govt SvcsDoreenShuteCLAconnectcomwwwCLAconnectcom
CLA is a professional services firm delivering integrated advisory outsourcing and public accounting capabilities to help clients succeed professionally and personally Our practice group members are recognized industry experts and established leaders in the government community We focus on active engagement in the industry a sentiment beyond meeting requirements and standards
DeloitteWATER BOTTLESHYDRATION STATIONS
Colin Duncan Managing Dircoduncandeloittecom wwwdeloittecomusfederal
Deloittersquos Government and Public Services practice consists of more than 12000 professionals across the country serving federal state and local government and higher education clients across consulting and advisory functions bring fresh perspective mdash from inside and outside government mdash to help solve our nationrsquos biggest challenges We bring insights from our client experience and research to drive bold and lasting results People Ideas Technology and Outcomes mdash all Designed for Impact
EYAGA EXECUTIVE SESSION
Bill ColbertPartner PI Financebillcolberteycomwwweycomgovpublicsector
The Government and Public Sector practice of Ernst amp Young LLP provides a full range of consulting and audit services leveraging our experience with both government and commercial clients We deliver real change and measurable results through our diverse high-performing teams operational know-how from across our global organization and bold ideas tailored to each clientrsquos unique mission
AGA PDT 2018 | ORLANDO 39
GOLD SPONSORS (continued)
GuidehouseMONDAY LUNCHEON
Christina VanecekMarketing Mgrcvanecekguidehousecomwwwguidehousecom
Guidehouse formerly PwC Public Sector provides management technology and risk consulting to clients around the world through more than 1600 professionals in 20 locations Now as Guidehouse we offer the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected
Kearney amp CompanyPHOTO BOOTH
Erika SteiningerPartneresteiningerkearneycocomwwwkearneycocom
Kearney amp Company a CPA and consulting firm exclusively serving the Federal Government takes pride in its ability to assist agencies in meeting business objectives and complying with complex requirements Practice areas include Financial Reporting and Accounting Support Internal ControlsA-123 Financial Services Financial Healthcare Services Advisory Services and Program Management
KPMG LLPHOST COMMITTEE SHIRTS MONDAY BREAKFAST
Diane DudleyPartner-in-Charge Fed Auditddudleykpmgcomwwwkpmgcom
For more than 100 years KPMG LLP has assisted the government in the civilian defense and intelligence sectors Today we help these organizations adapt to new environments by working with them to transform business models leverage data protect information assets and provide assurance services while focusing on their mission
40 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
CPAG Small Business CommitteeTUESDAY LUNCHEON
Dedicated members of AGArsquos Small Business Committee are proud to sponsor the 2018 PDT Tuesday Awards Luncheon Thank you to 2nd Wave Castro amp Co Immersion RMA Associates TFC Consulting Trilogy Federal and Watkins Government Services
Get Inspired During PDTthen submit your best practices to the Journal of Government Financial Management by Sept 1 2018
Learn more and view the 2018ndash2019 editorial calendar at wwwagacgfmorgjournal
SILVER SPONSORS
JP MorganTUESDAY BREAKFAST
Denise PetittaExec DirDenisePetittajpmorgancomwwwjpmorgancom
JP Morgan is a premier corporate and investment bank with a full suite of global financial services and capabilities Our clients include the worldrsquos most important corporations governments financial institutions pensions sovereign wealth organizations states and municipalities we offer strategic advice and deliver banking services in more than 100 countries
AGA PDT 2018 | ORLANDO 41
SILVER SPONSORS (continued)
RSM US LLPPDT APP amp WIFI
Mary GoldsmithFed Bus Dev Dirmarygoldsmithrsmuscomwwwrsmuscom
RSM US LLP provides risk financial and technology management consulting services to the public sector We are an inclusive enterprise and support AGA CPAG and Womenrsquos forum We help federal state and local entities improve performance through a comprehensive understanding of their business models internal processes objectives and daily realities
BRASS SPONSORS
Automation AnywhereSTANDING SIGN
Sharon OrsquoNeillHead of Americas Field Marketingsharononeillautomationanywherecom wwwautomationanywherecom
Automation Anywhere is the global leader in enterprise-grade comprehensive Robotic Process Automation software including Cognitive and real-time analytics Over 1000 of the worldrsquos largest brands use our platform to create and manage their Digital Workforce and scale their business processes faster with near-zero error rates while dramatically reducing operational costs
Crowe LLPTUESDAY AM COFFEE BREAK
Bert NeuhringRisk Consulting Partnerbertnuehringcrowecomwwwcrowecom
Crowe LLP is a public accounting consulting and technology firm with offices around the world Crowe uses its deep industry expertise to provide audit services to public and private entities The firm and its subsidiaries also help clients make smart decisions that lead to lasting value with its tax advisory risk and performance services
42 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
BRASS SPONSORS (continued)
MastercardMONDAY AFTERNOON COFFEE BREAK
MariBeth McCarthyVP Bus Leadermaribeth_mccarthymastercardcomwwwmastercardcom
Mastercard (NYSE MA) is a technology company in the global payments industry We operate the worldrsquos fastest payments-processing network connecting consumers financial institutions merchants governments and businesses in more than 210 countries and territories Mastercardrsquos products and solutions make everyday commerce activities easier more secure and more efficient for everyone
PNC BankDIRECTIONAL SIGNAGE
Lauren GradwellAccount MgrLaurengradwellpnccomwwwpnccomideas
PNC is one of the nationrsquos largest financial services organizations providing retail and business banking residential mortgage banking specialized services for corporations and government entities including corporate banking treasury management real estate finance asset-based lending wealth management and asset management We are focused on delivering ideas insight and solutions to our clients to help them maximize the value of their business
Williams AdleyMONDAY MORNING COFFEE BREAK
Melinda BuckBus Dev Leadmbuckwilliamsadleycomwwwwilliamsadleycom
Williams Adley is one of the countryrsquos premier certified public accounting and management consulting firms Our diverse knowledge backgrounds and subject-matter expertise help a wide variety of government agencies and businesses achieve their financial program and information technology goals
AGA PDT 2018 | ORLANDO 43
MEDIA SPONSORS
Government Matters
John Meyer Managing DirjmeyerGovMatterstv wwwGovMatterstv
Government Matters is a television news program dedicated to providing non-partisan information and analysis to federal managers contractors and those supporting the federal marketplace The program airs weeknights in Washington DC on NewsChannel 8 Sunday Mornings on ABC 7 and worldwide on the American Forces Network (AFN)
GOVERNING
Meg Keller Dir of Marketingmkellergoverningcomwwwgoverningcom
For 25 years GOVERNING has been the only publication dedicated to providing the information insight and inspiration state and local leaders need to govern effectively Subscriptions for most state and local government professionals are free as is attendance at most GOVERNING events
Route Fifty
Hilery Sirpis Publisherhsirpisgovexeccomwwwroutefiftycom
Route Fifty a new digital publication and events brand from Atlantic Mediarsquos Government Executive Media Group connects leaders and ideas advancing state and local governments with news insight and resources It facilitates sharing of best practices and ideas among those creating government programs policies and institutions for the 21st century
44 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Play AGArsquos Exhibitor Hunt and win big prizes
including FREE registration to an
upcoming AGA training event
View CPEs Earned
Visit httpsessions ats-leads comagapdt2018 and enter your badge number to view CPEs earned during PDT
Note Only CPEs earned from previous day(s) can be viewed
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VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
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MAIN
VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
MAINENTRANCE
Stop by PDT 2019 Booth 102
Relax RechargeGet a free massage
46 AGACGFM | PDT18
Exhibit Hall Floor Plan
Exhibitors by Booth Number
Company Name Booth
Infor 100 Bureau of the Fiscal Service 101Audimation Services 104American Society of Military Comptrollers 106Kearney Photo Booth 107Graduate School 108 Sehlke Consulting LLC 200Guidehouse 201Kforce Government Solutions Inc 202mLINQS LLC 203RSM US LLP 207GrantSolutions 209ACL Services Ltd 300Williams Adley 301CohnReznick Government 302AOC Solutions 303CGI Federal 306Virtual Experience with Accenture 307Savantage Solutions 308TeraThink Corporation 400Lynch Consultants LLC 401Interior Business Center 402GEHA 403
Company Name Booth
IFAS LLC 407TFC Consulting Inc 409Grant Thornton LLP 500RMA Associates LLC 501Castro amp Company LLC 503KPMG LLP 506AGA Community Service amp Silent Auction 507Kearney amp Company 600EY 601AGA 607J P Morgan 701FI Consulting 703CliftonLarsonAllen LLP 706MorganFranklin Consulting 707Becker Professional Education 709Management Concepts 800Qlik Tech Inc 801U S Army Financial Management Command 802The MIL Corporation 805Immersion Consulting 806Automation Anywhere 809
ACL Services LtdBOOTH 300wwwaclcom
ACL is a global software company with innovative solutions for public sector professionals to keep processes in check and provide higher levels of assurance through team-based analytic approaches ACLrsquos platform has helped over 250 government offices globally to bolster compliance manage risks and assure effective governance Learn more at our booth and wwwaclcom
AGABOOTH 607wwwagacgfmorg
AGA is the member organization for government financial management professionals We lead and encourage change that benefits our field and all citizens Our networking events professional certification publications and ongoing education help members build skills and advance their careers Learn about our thought-leadership library online tools CGFM designation and more
AGA PDT 2018 | ORLANDO 47
Exhibitor Appreciation AGA Corporate Partner
AGA Community Service amp Silent AuctionBOOTH 507
Buy tickets and bid for great prizes in our silent auction including gift certificates gift baskets sports memorabilia vacations and more Proceeds support AGArsquos National Community Service Fund the American Cancer Society the American Heart Association the Humane Society and Habitat for Humanity Winners posted daily present the winning ticket to claim your prize
AGA New Orleans ChapterBACK OF EXHIBIT HALLwwwagacgfmorgneworleans
Stop by our booth to learn more about New Orleans and plan your trip to PDT 2019 scheduled for July 21ndash24 2019 You might win a free PDT 2019 registration
American Society of Military Comptrollers BOOTH 106wwwasmconlineorg
ASMC is the non-profit educational and professional organization for persons military and civilian in the overall field of military comptrollership ASMC promotes the education and training of its members and supports the development and advancement of the military comptrollership profession The society provides professional programs to keep members abreast of current issues and encour-ages the exchange of information techniques and approaches
AOC SolutionsBOOTH 303wwwaocfederalsolutionscom
AOC Solutions Inc is a Service-Disabled Veteran-Owned Business providing financial management federal accounting audit readiness support and technology services AOC thought leaders are dedicated to helping agencies identify better ways to analyze accounting and financial data for cost reduction and increased efficiency
Audimation ServicesBOOTH 104wwwaudimationcom
Audimation Services Inc is the US distributor of CaseWare IDEAreg a powerful user-friendly data analytics software tool designed to help profes-sionals extend auditing capabilities detect fraud and meet documentation standards We specialize in helping organizations streamline audits simplify data acquisition and improve business processes
Automation Anywhere BOOTH 809
See write-up on page 42
Becker Professional EducationBOOTH 709wwwbeckercom
Do you need CPE for CGFMreg CPA or the new DoD FM Certification Come ask about our Government Family Offer Nearly half a million professionals have advanced their careers through our CPE programs including CPA Exam Review PMPreg Exam Review Cybersecurity Six Sigma and more And be sure to check out our new program for Certified Anti-Money Laundering Specialists (CAMS)
Bureau of the Fiscal ServiceBOOTH 101wwwfiscaltreasurygov
The Bureau of the Fiscal Service serves as a catalyst for transforming the way the federal government manages finances and delivers shared services Our passion is improving financial management and shared service delivery through efficient and effective operations and through guidance and assistance to others
48 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Castro amp Company LLCBOOTH 503www castroco com
Headquartered in Washington DC Castro amp Company is an audit advisory and accounting services CPA firm with a strong federal customer focus We are a Minority-Owned Small Business offering the personalized services of a small firm with the full resources and quality expected from a larger CPA firm
CGI FederalBOOTH 306
See write-up on page 38
CliftonLarsonAllen LLPBOOTH 706
See write-up on page 39
CohnReznick GovernmentBOOTH 302www cohnreznick com
CohnReznick Government provides audit accounting and financial management compliance risk and integrity monitoring program and project management and disaster response and recovery Our comprehensive project management approach provides clients with reliable processes and delivers accounting insights to help government organizations improve communication administer fiscal and operational strategies and meet compliance requirements
EYBOOTH 601
See write-up on page 39
FI ConsultingBOOTH 703www ficonsulting com
FI Consulting develops effective practical solutions to help federal agencies achieve their missions while operating efficiently managing risk and adapting to a changing policy environment We apply our core strengths in Data Analytics Modeling and Technology to gain program performance insight manage risk improve operations and better deliver mission
GEHABOOTH 403www geha com
GEHA provides medical and dental plans through the FEHB and FEDVIP programs for more than 18 million federal employees retirees and their families GEHA members receive year-round vision and hearing benefits plus other discounts For more information please stop by our booth or visit gehacom and gehadentalcom
Graduate SchoolBOOTH 108www graduateschool edu
Graduate School USA provides a wide range of learning opportunities in formats accessible to adult learners everywhere through training continuing education courses executive and leadership development and credit offerings For professionals in the government auditing and financial management community we offer a comprehensive curriculum taught by leading practitioners
Grant Thornton LLPBOOTH 500
See write-up on page 38
AGA PDT 2018 | ORLANDO 49
GrantSolutionsBOOTH 209www grantsolutions gov
GrantSolutions supports Federal agencies throughout the grants lifecycle mdash from pre-award planning through application award and closeout Our service finds solutions for shared mission needs across agencies while incorporating unique business and regulatory processes for grant programs GrantSolutions is an OMB-selected grants business leader providing end-to-end innovative grants management services dedicated to advancing the mission of Federal agencies
GuidehouseBOOTH 201
See write-up on page 40
IFAS LLCBOOTH 407www ifas-llc com
IFAS is an 8(a) Service-Disabled Veteran-Owned Small Business Woman-Owned Small Disadvan-taged Business providing Program Management Business and Finance Operations Integrated Logistics and IT Support Services to meet specific needs of our clients We provide geographically dispersed support available when and where you need us
Immersion ConsultingBOOTH 806www immersioninc com
Immersion Consulting a Service-Disabled Veteran-Owned Small Business headquartered in Annapolis Md provides business management and technology consulting to government nonprofit and commercial clients Founded in 2004 we specialize in program management financial management technology services and training Our mission provide clients with actionable business solutions that yield sustainable results
InforBOOTH 100www infor com
Infor Public Sector solutions streamline financial management across multiple systems With more than 25 years of public sector experience Infor helps you meet organization demands including budget and audit readiness performance management and financial control with flexible solution deployment options to help you operate more quickly and efficiently
Interior Business CenterBOOTH 402www doi govibc
The Interior Business Center one of several OMB-approved interagency shared-service providers offers acquisition financial manage-ment and HR under a fee-for-service full cost recovery business model By assisting multiple federal organizations IBC can leverage resources to share economies and efficiencies with external customers and our parent agency the US Department of the Interior
JP MorganBOOTH 701
See write-up on page 41
Kearney amp CompanyBOOTH 600
See write-up on page 40
Kforce Governnment Solutions IncBOOTH 202www kforcegov com
Kforce Government Solutions Inc (KGS) provides management and technology solutions to Federal Government and State and local agencies We deliver customized solutions across financial management organizational transformation and IT to solve our clientsrsquo most complex mission and business challenges KGS also offers the innovative TraumaFXreg line of medical training manikins
50 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
KPMG LLPBOOTH 506
See write-up on page 40
Lynch Consultants LLCBOOTH 401www lynchconsultants com
Lynch Consultants provides strategic financial and program advisory and assistance services to the federal government We partner with clients to deliver project management services financial and business support and strategic policy solutions for complex government programs Clients include numerous federal departments including DoD Navy Army VA HHS and HUD
Management ConceptsBOOTH 800www managementconcepts com
Management Concepts is a leading provider of professional development performance improve-ment and talent management solutions for the public sector Since 1973 we have collaborated with the federal government state and local offices non-profit organizations universities and corporations to enhance the performance of teams and organizations Follow us on Twitter Mgmt_Concepts
The MIL CorporationBOOTH 805www milcorp com
The MIL Corporation has grown steadily for 36 years and remains dedicated to excellence service and support across our four major service areas financial management and systems support information technology cyber security and systems and C4 engineering For more information please visit us at wwwmilcorpcom or on Facebook at httptinyurlcomFacebookMIL
mLINQS LLCBOOTH 203www mLINQS net
mLINQS a Service-Disabled Veteran-Owned Small Business founded in 2003 provides the govern-mentrsquos leading employee relocation management system and E-Gov travel (ETS2) consulting services Since 2004 mLINQS relocation system has automated relocations and tracked expenses for more than 30 agencies
MorganFranklin ConsultingBOOTH 707www morganfranklin com
MorganFranklin Consulting headquartered in McLean Va provides business consulting and technology solutions to public companies fast-growing private companies and US govern-ment agencies Third-party customer satisfaction surveys highlight the companyrsquos reputation for being hands-on flexible and skilled at bringing diverse groups together to complete projects on time and within budget
Qlik Tech IncBOOTH 801www qlik com
Qlikreg is the leading data analytics platform and the pioneer of user-driven business intelligence Its portfolio of cloud-based and on-premise solutions meets customersrsquo growing needs from reporting and self-service visual analysis to guided embedded and custom analytics regardless of where data is located
RMA Associates LLCBOOTH 501www rmafed com
RMA an SBA Certified 8(a) Small Business located in the Washington DC metropolitan area specializes in audit consulting and advisory
AGA PDT 2018 | ORLANDO 51
RSM US LLPBOOTH 207
See write-up on page 42
Savantage SolutionsBOOTH 308www savantage net
Savantage Solutions a CMMIreg Level 3 Rated and ISO 90012008 certified company is a leading provider of software development business consulting and program management support services One of only five vendors of financial management systems certified for federal use Savantage takes pride in its service excellence
Sehlke Consulting LLCBOOTH 200www sehlkeconsulting com
Founded in 2011 Sehlke Consulting is a Service-Disabled Veteran-Owned Small Business and Historically Underutilized Business Zone (HUBZone) firm based in Arlington Va We provide comprehensive leading solutions in Financial Management Acquisition Management Logistics and Supply Chain Management and National Security amp Defense Programs
TeraThink CorporationBOOTH 400www terathink com
TeraThink takes pride in the outstanding reputation we have earned over the past 15 years for delivering superior results to federal customers With expertise in agile development enterprise application technologies financial services and cloud solutions our delivery platform brings exceptional scale and value to support customersrsquo transformation business automation and mission-related goals Visit our booth and wwwTeraThinkcom for more information
TFC Consulting IncBOOTH 409www tfcci net
A licensed CPA firm Small Disadvantaged Business and ISO 9001_2015-certified enterprise TFC is the trusted partner of federal agencies facing complex financial management challenges Now celebrating 15 years of success and excellence in assisting clients TFC develops and implements comprehensive solutions to improve financial management environments and achieve operational efficiency
US Army Financial Management CommandBOOTH 802www facebook comUSAFMCOM
US Army Financial Management Command is responsible for the delivery of Army-wide Financial Management (FM) functions including Enterprise Resource Planning systems support audit and compliance support financial operations support and ERP business process standardization support and for providing operational oversight of Army field FM activities
Williams AdleyBOOTH 301
See write-up on page 43
Note The contents of this exhibitor list were compiled from information supplied by exhibitors While every effort has been made to ensure contents are correct AGA is unable to accept liability for errors or omissions or for any claims made by exhibitors
52 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AGA PDT 2018 | ORLANDO 53
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AIG Assistant Inspector GeneralAssoc AssociateAsst AssistantBus BusinessCEO Chief Executive OfficerCFO Chief Financial OfficerCIO Chief Information OfficerCo CountyComm CommitteeCOO Chief Operating OfficerCPAG Corporate Partner Advisory GroupDep DeputyDept DepartmentDev DevelopmentDir DirectorDiv DivisionEduc EducationERM Enterprise Risk ManagementExec ExecutiveFed FederalFM Financial ManagementGM General Manager Govt Government
Fields of Study See page 4 for list of Fields of Study
AOC Architect of the CapitolAOUSC Administrative Office of the
US CourtsCommerce US Department of CommerceDHHS US Department of Health
and Human ServicesDHS US Department of
Homeland SecurityDLA Defense Logistics AgencyDoD US Department of DefenseDoE US Department of EnergyDOI US Department of the InteriorDOJ US Department of JusticeDoS US Department of StateFASAB Federal Accounting Standards
Advisory BoardFiscal Service Bureau of the Fiscal ServiceFIT Office of Financial Innovation
and TransformationFMSB Financial Management Standards
BoardFTA Federal Transit Administration
HR Human ResourcesIG Inspector GeneralIT Information TechnologyMgmt ManagementMgr ManagerNatrsquol NationalOfc OfficePNP AGA Past National
PresidentPNT AGA Past National
TreasurerRPA Robotic Process
AutomationRVP Regional Vice PresidentSecrsquoy SecretarySME Subject Matter Expert Sr SeniorSvc ServiceSVP Senior Vice PresidentTech TechnicalUniv UniversityVP Vice President
GAO Government Accountability OfficeGASB Government Accounting Standards
BoardGSA US General Services
AdministrationHUD US Department of Housing
and Urban DevelopmentIRS Internal Revenue ServiceNASA National Aeronautics and Space
AdministrationNSF National Science FoundationOCFO Office of the Chief Financial OfficerOIG Office of Inspector GeneralOMB Office of Management and BudgetSBA Small Business AdministrationTreasury US Department of the TreasuryUSAID US Agency for International
DevelopmentUSDA US Department of AgricultureUSPTO US Patent and Trademark OfficeVA US Department of
Veteran Affairs
54 AGACGFM | PDT18
Glossary
MAIN CONVENTION CENTERSINGLE-LEVEL
REGISTRATION
CYBER LOUNGE
EX
HIB
IT H
ALL
PLENARY S
ESSIO
NS
AGA PDT 2018 | ORLANDO 55
Convention Center Floor Plans
圀䔀 䰀䤀匀吀䔀一 簀 圀䔀 䤀一一伀嘀䄀吀䔀 簀 圀䔀 䐀䔀䰀䤀嘀䔀刀
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䘀漀爀 洀漀爀攀 椀渀昀漀爀洀愀琀椀漀渀 挀漀渀琀愀挀琀 吀䘀䌀
椀猀 琀栀攀 琀爀甀猀琀攀搀 瀀愀爀琀渀攀爀 昀漀爀 昀攀搀攀爀愀氀 愀最攀渀挀椀攀猀 琀栀愀琀愀爀攀 昀愀挀椀渀最 挀漀洀瀀氀攀砀 ǻ渀愀渀挀椀愀氀 洀愀渀愀最攀洀攀渀琀 挀栀愀氀氀攀渀最攀猀
吀䘀䌀 䌀漀渀猀甀氀琀椀渀最 䤀渀挀
뜀뜀
뜀뜀뜀뜀
䔀渀琀攀爀瀀爀椀猀攀 刀椀猀欀 䤀渀琀攀爀渀愀氀䌀漀渀琀爀漀氀猀 䄀搀瘀椀猀漀爀礀䤀洀瀀爀漀瀀攀爀 倀愀礀洀攀渀琀猀䴀攀愀猀甀爀攀洀攀渀琀 刀攀洀攀搀椀愀琀椀漀渀䘀椀渀愀渀挀椀愀氀 刀攀瀀漀爀琀椀渀最 䄀䄀挀挀漀甀渀琀椀渀最 伀瀀攀爀愀琀椀漀渀猀䘀椀渀愀渀挀椀愀氀 匀琀愀琀攀洀攀渀琀 䌀漀洀瀀氀椀愀渀挀攀 䄀甀搀椀琀䐀愀琀愀 䄀渀愀氀礀琀椀挀猀 伀瀀琀椀洀椀稀愀琀椀漀渀䤀吀 匀攀挀甀爀椀琀礀 刀攀瘀椀攀眀 䄀猀猀攀猀猀洀攀渀琀
伀甀爀 瘀愀氀甀攀ⴀ愀搀搀攀搀 猀攀爀瘀椀挀攀猀㨀
圀栀愀琀猀 礀漀甀爀 渀攀砀琀 洀漀瘀攀㼀
䴀愀渀礀 瀀愀琀栀猀Ⰰ 漀渀攀 挀漀爀爀攀挀琀 爀漀甀琀攀 䘀漀氀氀漀眀 吀䘀䌀 愀氀漀渀最 琀栀攀 爀漀甀琀攀 琀漀 猀甀挀挀攀猀猀 䘀椀爀猀琀 琀栀愀琀 挀漀爀爀攀挀琀氀礀
挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀
C
M
Y
CM
MY
CY
CMY
K
PDT AD Brain 2018pdf 1 51618 217 PM
AGA PDT 2018 | ORLANDO 37
Wednesday mdash AgendaGlossary on page 54Check PDT app for speakers
1420 K Street NW Suite 910Washington DC 20005Tel 202-296-7101Fax 202-296-7284wwwregiscpacomContactsPeter R Regis CPApeterregisregiscpacomGwendolyn J Regis CPAgwenregisregiscpacom
ampREGISASSOCIATESPC
2011 USDA-OIG Small Business Contractor of the Year
A Tradition of Excellence
Financial and Program Audits
IT Security Management
amp Training
Financial Advisory Services
Contract Auditing Services
Accounting Services
Program Assessment amp Support
Budget Formulation
and Execution
Financial Systems
Integration
When Federal agencies needassurance on financial management systems
programs activities and functions
we are the right choice
nManagement ConsultantsnCertified Public Accountantsn Information Systems ConsultantsnGSA Professional Support Schedule 00CORPn FAA eFast MoA ContractnSeaport-e MAS Contract HoldernSmall Business
Please join us in thanking our sponsors for their generous support of AGArsquos 2018 Professional Development Training
PLATINUM SPONSORS
Accenture Federal ServicesVIRTUAL EXPERIENCE
Rowan MirandaManaging Dir CFO Advisory Practice Leadrowanamirandaaccenturefederalcomwwwaccenturefederalcom
Accenture Federal Services a wholly owned subsidiary of Accenture LLP is a US company with offices in Arlington Va Accenturersquos federal business has served every cabinet-level department and 30 of the largest federal organizations Accenture Federal Services transforms bold ideas into breakthrough outcomes for clients at defense intelligence public safety civilian and military health organizations
Grant Thornton LLPTOTE BAGS
Robert SheaPrincipal Global Public Sectorrobertsheausgtcomwwwgranthorntoncompublicsector
Grant Thornton LLP the US member firm of Grant Thornton International is one of six global accounting tax and business advisory organizations Our Global Public Sector based in Alexandria Va is a management consulting business providing responsive and innovative financial performance management and systems solutions to governments and international organizations
GOLD SPONSORS
CGIDIGITAL EXECUTIVE SESSION
Kevin GreerVP Mgmt Consulting KevinGreercgifederalcomwwwcgifederalcomusfederal
A global leader in IT business process and professional services CGI partners with federal agencies to provide end-to-end solutions for defense civilian and intelligence missions Since 1976 we have delivered quality services to help clients achieve results at every stage of the program product and business lifecycle
38 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CliftonLarsonAllenBADGE HOLDERS
Doreen ShuteManaging Principal Fed Govt SvcsDoreenShuteCLAconnectcomwwwCLAconnectcom
CLA is a professional services firm delivering integrated advisory outsourcing and public accounting capabilities to help clients succeed professionally and personally Our practice group members are recognized industry experts and established leaders in the government community We focus on active engagement in the industry a sentiment beyond meeting requirements and standards
DeloitteWATER BOTTLESHYDRATION STATIONS
Colin Duncan Managing Dircoduncandeloittecom wwwdeloittecomusfederal
Deloittersquos Government and Public Services practice consists of more than 12000 professionals across the country serving federal state and local government and higher education clients across consulting and advisory functions bring fresh perspective mdash from inside and outside government mdash to help solve our nationrsquos biggest challenges We bring insights from our client experience and research to drive bold and lasting results People Ideas Technology and Outcomes mdash all Designed for Impact
EYAGA EXECUTIVE SESSION
Bill ColbertPartner PI Financebillcolberteycomwwweycomgovpublicsector
The Government and Public Sector practice of Ernst amp Young LLP provides a full range of consulting and audit services leveraging our experience with both government and commercial clients We deliver real change and measurable results through our diverse high-performing teams operational know-how from across our global organization and bold ideas tailored to each clientrsquos unique mission
AGA PDT 2018 | ORLANDO 39
GOLD SPONSORS (continued)
GuidehouseMONDAY LUNCHEON
Christina VanecekMarketing Mgrcvanecekguidehousecomwwwguidehousecom
Guidehouse formerly PwC Public Sector provides management technology and risk consulting to clients around the world through more than 1600 professionals in 20 locations Now as Guidehouse we offer the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected
Kearney amp CompanyPHOTO BOOTH
Erika SteiningerPartneresteiningerkearneycocomwwwkearneycocom
Kearney amp Company a CPA and consulting firm exclusively serving the Federal Government takes pride in its ability to assist agencies in meeting business objectives and complying with complex requirements Practice areas include Financial Reporting and Accounting Support Internal ControlsA-123 Financial Services Financial Healthcare Services Advisory Services and Program Management
KPMG LLPHOST COMMITTEE SHIRTS MONDAY BREAKFAST
Diane DudleyPartner-in-Charge Fed Auditddudleykpmgcomwwwkpmgcom
For more than 100 years KPMG LLP has assisted the government in the civilian defense and intelligence sectors Today we help these organizations adapt to new environments by working with them to transform business models leverage data protect information assets and provide assurance services while focusing on their mission
40 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
CPAG Small Business CommitteeTUESDAY LUNCHEON
Dedicated members of AGArsquos Small Business Committee are proud to sponsor the 2018 PDT Tuesday Awards Luncheon Thank you to 2nd Wave Castro amp Co Immersion RMA Associates TFC Consulting Trilogy Federal and Watkins Government Services
Get Inspired During PDTthen submit your best practices to the Journal of Government Financial Management by Sept 1 2018
Learn more and view the 2018ndash2019 editorial calendar at wwwagacgfmorgjournal
SILVER SPONSORS
JP MorganTUESDAY BREAKFAST
Denise PetittaExec DirDenisePetittajpmorgancomwwwjpmorgancom
JP Morgan is a premier corporate and investment bank with a full suite of global financial services and capabilities Our clients include the worldrsquos most important corporations governments financial institutions pensions sovereign wealth organizations states and municipalities we offer strategic advice and deliver banking services in more than 100 countries
AGA PDT 2018 | ORLANDO 41
SILVER SPONSORS (continued)
RSM US LLPPDT APP amp WIFI
Mary GoldsmithFed Bus Dev Dirmarygoldsmithrsmuscomwwwrsmuscom
RSM US LLP provides risk financial and technology management consulting services to the public sector We are an inclusive enterprise and support AGA CPAG and Womenrsquos forum We help federal state and local entities improve performance through a comprehensive understanding of their business models internal processes objectives and daily realities
BRASS SPONSORS
Automation AnywhereSTANDING SIGN
Sharon OrsquoNeillHead of Americas Field Marketingsharononeillautomationanywherecom wwwautomationanywherecom
Automation Anywhere is the global leader in enterprise-grade comprehensive Robotic Process Automation software including Cognitive and real-time analytics Over 1000 of the worldrsquos largest brands use our platform to create and manage their Digital Workforce and scale their business processes faster with near-zero error rates while dramatically reducing operational costs
Crowe LLPTUESDAY AM COFFEE BREAK
Bert NeuhringRisk Consulting Partnerbertnuehringcrowecomwwwcrowecom
Crowe LLP is a public accounting consulting and technology firm with offices around the world Crowe uses its deep industry expertise to provide audit services to public and private entities The firm and its subsidiaries also help clients make smart decisions that lead to lasting value with its tax advisory risk and performance services
42 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
BRASS SPONSORS (continued)
MastercardMONDAY AFTERNOON COFFEE BREAK
MariBeth McCarthyVP Bus Leadermaribeth_mccarthymastercardcomwwwmastercardcom
Mastercard (NYSE MA) is a technology company in the global payments industry We operate the worldrsquos fastest payments-processing network connecting consumers financial institutions merchants governments and businesses in more than 210 countries and territories Mastercardrsquos products and solutions make everyday commerce activities easier more secure and more efficient for everyone
PNC BankDIRECTIONAL SIGNAGE
Lauren GradwellAccount MgrLaurengradwellpnccomwwwpnccomideas
PNC is one of the nationrsquos largest financial services organizations providing retail and business banking residential mortgage banking specialized services for corporations and government entities including corporate banking treasury management real estate finance asset-based lending wealth management and asset management We are focused on delivering ideas insight and solutions to our clients to help them maximize the value of their business
Williams AdleyMONDAY MORNING COFFEE BREAK
Melinda BuckBus Dev Leadmbuckwilliamsadleycomwwwwilliamsadleycom
Williams Adley is one of the countryrsquos premier certified public accounting and management consulting firms Our diverse knowledge backgrounds and subject-matter expertise help a wide variety of government agencies and businesses achieve their financial program and information technology goals
AGA PDT 2018 | ORLANDO 43
MEDIA SPONSORS
Government Matters
John Meyer Managing DirjmeyerGovMatterstv wwwGovMatterstv
Government Matters is a television news program dedicated to providing non-partisan information and analysis to federal managers contractors and those supporting the federal marketplace The program airs weeknights in Washington DC on NewsChannel 8 Sunday Mornings on ABC 7 and worldwide on the American Forces Network (AFN)
GOVERNING
Meg Keller Dir of Marketingmkellergoverningcomwwwgoverningcom
For 25 years GOVERNING has been the only publication dedicated to providing the information insight and inspiration state and local leaders need to govern effectively Subscriptions for most state and local government professionals are free as is attendance at most GOVERNING events
Route Fifty
Hilery Sirpis Publisherhsirpisgovexeccomwwwroutefiftycom
Route Fifty a new digital publication and events brand from Atlantic Mediarsquos Government Executive Media Group connects leaders and ideas advancing state and local governments with news insight and resources It facilitates sharing of best practices and ideas among those creating government programs policies and institutions for the 21st century
44 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Play AGArsquos Exhibitor Hunt and win big prizes
including FREE registration to an
upcoming AGA training event
View CPEs Earned
Visit httpsessions ats-leads comagapdt2018 and enter your badge number to view CPEs earned during PDT
Note Only CPEs earned from previous day(s) can be viewed
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VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
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MAIN
VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
MAINENTRANCE
Stop by PDT 2019 Booth 102
Relax RechargeGet a free massage
46 AGACGFM | PDT18
Exhibit Hall Floor Plan
Exhibitors by Booth Number
Company Name Booth
Infor 100 Bureau of the Fiscal Service 101Audimation Services 104American Society of Military Comptrollers 106Kearney Photo Booth 107Graduate School 108 Sehlke Consulting LLC 200Guidehouse 201Kforce Government Solutions Inc 202mLINQS LLC 203RSM US LLP 207GrantSolutions 209ACL Services Ltd 300Williams Adley 301CohnReznick Government 302AOC Solutions 303CGI Federal 306Virtual Experience with Accenture 307Savantage Solutions 308TeraThink Corporation 400Lynch Consultants LLC 401Interior Business Center 402GEHA 403
Company Name Booth
IFAS LLC 407TFC Consulting Inc 409Grant Thornton LLP 500RMA Associates LLC 501Castro amp Company LLC 503KPMG LLP 506AGA Community Service amp Silent Auction 507Kearney amp Company 600EY 601AGA 607J P Morgan 701FI Consulting 703CliftonLarsonAllen LLP 706MorganFranklin Consulting 707Becker Professional Education 709Management Concepts 800Qlik Tech Inc 801U S Army Financial Management Command 802The MIL Corporation 805Immersion Consulting 806Automation Anywhere 809
ACL Services LtdBOOTH 300wwwaclcom
ACL is a global software company with innovative solutions for public sector professionals to keep processes in check and provide higher levels of assurance through team-based analytic approaches ACLrsquos platform has helped over 250 government offices globally to bolster compliance manage risks and assure effective governance Learn more at our booth and wwwaclcom
AGABOOTH 607wwwagacgfmorg
AGA is the member organization for government financial management professionals We lead and encourage change that benefits our field and all citizens Our networking events professional certification publications and ongoing education help members build skills and advance their careers Learn about our thought-leadership library online tools CGFM designation and more
AGA PDT 2018 | ORLANDO 47
Exhibitor Appreciation AGA Corporate Partner
AGA Community Service amp Silent AuctionBOOTH 507
Buy tickets and bid for great prizes in our silent auction including gift certificates gift baskets sports memorabilia vacations and more Proceeds support AGArsquos National Community Service Fund the American Cancer Society the American Heart Association the Humane Society and Habitat for Humanity Winners posted daily present the winning ticket to claim your prize
AGA New Orleans ChapterBACK OF EXHIBIT HALLwwwagacgfmorgneworleans
Stop by our booth to learn more about New Orleans and plan your trip to PDT 2019 scheduled for July 21ndash24 2019 You might win a free PDT 2019 registration
American Society of Military Comptrollers BOOTH 106wwwasmconlineorg
ASMC is the non-profit educational and professional organization for persons military and civilian in the overall field of military comptrollership ASMC promotes the education and training of its members and supports the development and advancement of the military comptrollership profession The society provides professional programs to keep members abreast of current issues and encour-ages the exchange of information techniques and approaches
AOC SolutionsBOOTH 303wwwaocfederalsolutionscom
AOC Solutions Inc is a Service-Disabled Veteran-Owned Business providing financial management federal accounting audit readiness support and technology services AOC thought leaders are dedicated to helping agencies identify better ways to analyze accounting and financial data for cost reduction and increased efficiency
Audimation ServicesBOOTH 104wwwaudimationcom
Audimation Services Inc is the US distributor of CaseWare IDEAreg a powerful user-friendly data analytics software tool designed to help profes-sionals extend auditing capabilities detect fraud and meet documentation standards We specialize in helping organizations streamline audits simplify data acquisition and improve business processes
Automation Anywhere BOOTH 809
See write-up on page 42
Becker Professional EducationBOOTH 709wwwbeckercom
Do you need CPE for CGFMreg CPA or the new DoD FM Certification Come ask about our Government Family Offer Nearly half a million professionals have advanced their careers through our CPE programs including CPA Exam Review PMPreg Exam Review Cybersecurity Six Sigma and more And be sure to check out our new program for Certified Anti-Money Laundering Specialists (CAMS)
Bureau of the Fiscal ServiceBOOTH 101wwwfiscaltreasurygov
The Bureau of the Fiscal Service serves as a catalyst for transforming the way the federal government manages finances and delivers shared services Our passion is improving financial management and shared service delivery through efficient and effective operations and through guidance and assistance to others
48 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Castro amp Company LLCBOOTH 503www castroco com
Headquartered in Washington DC Castro amp Company is an audit advisory and accounting services CPA firm with a strong federal customer focus We are a Minority-Owned Small Business offering the personalized services of a small firm with the full resources and quality expected from a larger CPA firm
CGI FederalBOOTH 306
See write-up on page 38
CliftonLarsonAllen LLPBOOTH 706
See write-up on page 39
CohnReznick GovernmentBOOTH 302www cohnreznick com
CohnReznick Government provides audit accounting and financial management compliance risk and integrity monitoring program and project management and disaster response and recovery Our comprehensive project management approach provides clients with reliable processes and delivers accounting insights to help government organizations improve communication administer fiscal and operational strategies and meet compliance requirements
EYBOOTH 601
See write-up on page 39
FI ConsultingBOOTH 703www ficonsulting com
FI Consulting develops effective practical solutions to help federal agencies achieve their missions while operating efficiently managing risk and adapting to a changing policy environment We apply our core strengths in Data Analytics Modeling and Technology to gain program performance insight manage risk improve operations and better deliver mission
GEHABOOTH 403www geha com
GEHA provides medical and dental plans through the FEHB and FEDVIP programs for more than 18 million federal employees retirees and their families GEHA members receive year-round vision and hearing benefits plus other discounts For more information please stop by our booth or visit gehacom and gehadentalcom
Graduate SchoolBOOTH 108www graduateschool edu
Graduate School USA provides a wide range of learning opportunities in formats accessible to adult learners everywhere through training continuing education courses executive and leadership development and credit offerings For professionals in the government auditing and financial management community we offer a comprehensive curriculum taught by leading practitioners
Grant Thornton LLPBOOTH 500
See write-up on page 38
AGA PDT 2018 | ORLANDO 49
GrantSolutionsBOOTH 209www grantsolutions gov
GrantSolutions supports Federal agencies throughout the grants lifecycle mdash from pre-award planning through application award and closeout Our service finds solutions for shared mission needs across agencies while incorporating unique business and regulatory processes for grant programs GrantSolutions is an OMB-selected grants business leader providing end-to-end innovative grants management services dedicated to advancing the mission of Federal agencies
GuidehouseBOOTH 201
See write-up on page 40
IFAS LLCBOOTH 407www ifas-llc com
IFAS is an 8(a) Service-Disabled Veteran-Owned Small Business Woman-Owned Small Disadvan-taged Business providing Program Management Business and Finance Operations Integrated Logistics and IT Support Services to meet specific needs of our clients We provide geographically dispersed support available when and where you need us
Immersion ConsultingBOOTH 806www immersioninc com
Immersion Consulting a Service-Disabled Veteran-Owned Small Business headquartered in Annapolis Md provides business management and technology consulting to government nonprofit and commercial clients Founded in 2004 we specialize in program management financial management technology services and training Our mission provide clients with actionable business solutions that yield sustainable results
InforBOOTH 100www infor com
Infor Public Sector solutions streamline financial management across multiple systems With more than 25 years of public sector experience Infor helps you meet organization demands including budget and audit readiness performance management and financial control with flexible solution deployment options to help you operate more quickly and efficiently
Interior Business CenterBOOTH 402www doi govibc
The Interior Business Center one of several OMB-approved interagency shared-service providers offers acquisition financial manage-ment and HR under a fee-for-service full cost recovery business model By assisting multiple federal organizations IBC can leverage resources to share economies and efficiencies with external customers and our parent agency the US Department of the Interior
JP MorganBOOTH 701
See write-up on page 41
Kearney amp CompanyBOOTH 600
See write-up on page 40
Kforce Governnment Solutions IncBOOTH 202www kforcegov com
Kforce Government Solutions Inc (KGS) provides management and technology solutions to Federal Government and State and local agencies We deliver customized solutions across financial management organizational transformation and IT to solve our clientsrsquo most complex mission and business challenges KGS also offers the innovative TraumaFXreg line of medical training manikins
50 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
KPMG LLPBOOTH 506
See write-up on page 40
Lynch Consultants LLCBOOTH 401www lynchconsultants com
Lynch Consultants provides strategic financial and program advisory and assistance services to the federal government We partner with clients to deliver project management services financial and business support and strategic policy solutions for complex government programs Clients include numerous federal departments including DoD Navy Army VA HHS and HUD
Management ConceptsBOOTH 800www managementconcepts com
Management Concepts is a leading provider of professional development performance improve-ment and talent management solutions for the public sector Since 1973 we have collaborated with the federal government state and local offices non-profit organizations universities and corporations to enhance the performance of teams and organizations Follow us on Twitter Mgmt_Concepts
The MIL CorporationBOOTH 805www milcorp com
The MIL Corporation has grown steadily for 36 years and remains dedicated to excellence service and support across our four major service areas financial management and systems support information technology cyber security and systems and C4 engineering For more information please visit us at wwwmilcorpcom or on Facebook at httptinyurlcomFacebookMIL
mLINQS LLCBOOTH 203www mLINQS net
mLINQS a Service-Disabled Veteran-Owned Small Business founded in 2003 provides the govern-mentrsquos leading employee relocation management system and E-Gov travel (ETS2) consulting services Since 2004 mLINQS relocation system has automated relocations and tracked expenses for more than 30 agencies
MorganFranklin ConsultingBOOTH 707www morganfranklin com
MorganFranklin Consulting headquartered in McLean Va provides business consulting and technology solutions to public companies fast-growing private companies and US govern-ment agencies Third-party customer satisfaction surveys highlight the companyrsquos reputation for being hands-on flexible and skilled at bringing diverse groups together to complete projects on time and within budget
Qlik Tech IncBOOTH 801www qlik com
Qlikreg is the leading data analytics platform and the pioneer of user-driven business intelligence Its portfolio of cloud-based and on-premise solutions meets customersrsquo growing needs from reporting and self-service visual analysis to guided embedded and custom analytics regardless of where data is located
RMA Associates LLCBOOTH 501www rmafed com
RMA an SBA Certified 8(a) Small Business located in the Washington DC metropolitan area specializes in audit consulting and advisory
AGA PDT 2018 | ORLANDO 51
RSM US LLPBOOTH 207
See write-up on page 42
Savantage SolutionsBOOTH 308www savantage net
Savantage Solutions a CMMIreg Level 3 Rated and ISO 90012008 certified company is a leading provider of software development business consulting and program management support services One of only five vendors of financial management systems certified for federal use Savantage takes pride in its service excellence
Sehlke Consulting LLCBOOTH 200www sehlkeconsulting com
Founded in 2011 Sehlke Consulting is a Service-Disabled Veteran-Owned Small Business and Historically Underutilized Business Zone (HUBZone) firm based in Arlington Va We provide comprehensive leading solutions in Financial Management Acquisition Management Logistics and Supply Chain Management and National Security amp Defense Programs
TeraThink CorporationBOOTH 400www terathink com
TeraThink takes pride in the outstanding reputation we have earned over the past 15 years for delivering superior results to federal customers With expertise in agile development enterprise application technologies financial services and cloud solutions our delivery platform brings exceptional scale and value to support customersrsquo transformation business automation and mission-related goals Visit our booth and wwwTeraThinkcom for more information
TFC Consulting IncBOOTH 409www tfcci net
A licensed CPA firm Small Disadvantaged Business and ISO 9001_2015-certified enterprise TFC is the trusted partner of federal agencies facing complex financial management challenges Now celebrating 15 years of success and excellence in assisting clients TFC develops and implements comprehensive solutions to improve financial management environments and achieve operational efficiency
US Army Financial Management CommandBOOTH 802www facebook comUSAFMCOM
US Army Financial Management Command is responsible for the delivery of Army-wide Financial Management (FM) functions including Enterprise Resource Planning systems support audit and compliance support financial operations support and ERP business process standardization support and for providing operational oversight of Army field FM activities
Williams AdleyBOOTH 301
See write-up on page 43
Note The contents of this exhibitor list were compiled from information supplied by exhibitors While every effort has been made to ensure contents are correct AGA is unable to accept liability for errors or omissions or for any claims made by exhibitors
52 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AGA PDT 2018 | ORLANDO 53
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AIG Assistant Inspector GeneralAssoc AssociateAsst AssistantBus BusinessCEO Chief Executive OfficerCFO Chief Financial OfficerCIO Chief Information OfficerCo CountyComm CommitteeCOO Chief Operating OfficerCPAG Corporate Partner Advisory GroupDep DeputyDept DepartmentDev DevelopmentDir DirectorDiv DivisionEduc EducationERM Enterprise Risk ManagementExec ExecutiveFed FederalFM Financial ManagementGM General Manager Govt Government
Fields of Study See page 4 for list of Fields of Study
AOC Architect of the CapitolAOUSC Administrative Office of the
US CourtsCommerce US Department of CommerceDHHS US Department of Health
and Human ServicesDHS US Department of
Homeland SecurityDLA Defense Logistics AgencyDoD US Department of DefenseDoE US Department of EnergyDOI US Department of the InteriorDOJ US Department of JusticeDoS US Department of StateFASAB Federal Accounting Standards
Advisory BoardFiscal Service Bureau of the Fiscal ServiceFIT Office of Financial Innovation
and TransformationFMSB Financial Management Standards
BoardFTA Federal Transit Administration
HR Human ResourcesIG Inspector GeneralIT Information TechnologyMgmt ManagementMgr ManagerNatrsquol NationalOfc OfficePNP AGA Past National
PresidentPNT AGA Past National
TreasurerRPA Robotic Process
AutomationRVP Regional Vice PresidentSecrsquoy SecretarySME Subject Matter Expert Sr SeniorSvc ServiceSVP Senior Vice PresidentTech TechnicalUniv UniversityVP Vice President
GAO Government Accountability OfficeGASB Government Accounting Standards
BoardGSA US General Services
AdministrationHUD US Department of Housing
and Urban DevelopmentIRS Internal Revenue ServiceNASA National Aeronautics and Space
AdministrationNSF National Science FoundationOCFO Office of the Chief Financial OfficerOIG Office of Inspector GeneralOMB Office of Management and BudgetSBA Small Business AdministrationTreasury US Department of the TreasuryUSAID US Agency for International
DevelopmentUSDA US Department of AgricultureUSPTO US Patent and Trademark OfficeVA US Department of
Veteran Affairs
54 AGACGFM | PDT18
Glossary
MAIN CONVENTION CENTERSINGLE-LEVEL
REGISTRATION
CYBER LOUNGE
EX
HIB
IT H
ALL
PLENARY S
ESSIO
NS
AGA PDT 2018 | ORLANDO 55
Convention Center Floor Plans
圀䔀 䰀䤀匀吀䔀一 簀 圀䔀 䤀一一伀嘀䄀吀䔀 簀 圀䔀 䐀䔀䰀䤀嘀䔀刀
吀愀猀栀甀 吀爀椀瘀攀搀椀Ⰰ 倀爀攀猀椀搀攀渀琀䌀䔀伀 㜀㤀㐀 漀爀 琀琀爀椀瘀攀搀椀䀀琀昀挀挀椀渀攀琀
嘀椀猀椀琀 漀甀爀 眀攀戀猀椀琀攀 愀琀 眀眀眀琀昀挀挀椀渀攀琀
䘀漀爀 洀漀爀攀 椀渀昀漀爀洀愀琀椀漀渀 挀漀渀琀愀挀琀 吀䘀䌀
椀猀 琀栀攀 琀爀甀猀琀攀搀 瀀愀爀琀渀攀爀 昀漀爀 昀攀搀攀爀愀氀 愀最攀渀挀椀攀猀 琀栀愀琀愀爀攀 昀愀挀椀渀最 挀漀洀瀀氀攀砀 ǻ渀愀渀挀椀愀氀 洀愀渀愀最攀洀攀渀琀 挀栀愀氀氀攀渀最攀猀
吀䘀䌀 䌀漀渀猀甀氀琀椀渀最 䤀渀挀
뜀뜀
뜀뜀뜀뜀
䔀渀琀攀爀瀀爀椀猀攀 刀椀猀欀 䤀渀琀攀爀渀愀氀䌀漀渀琀爀漀氀猀 䄀搀瘀椀猀漀爀礀䤀洀瀀爀漀瀀攀爀 倀愀礀洀攀渀琀猀䴀攀愀猀甀爀攀洀攀渀琀 刀攀洀攀搀椀愀琀椀漀渀䘀椀渀愀渀挀椀愀氀 刀攀瀀漀爀琀椀渀最 䄀䄀挀挀漀甀渀琀椀渀最 伀瀀攀爀愀琀椀漀渀猀䘀椀渀愀渀挀椀愀氀 匀琀愀琀攀洀攀渀琀 䌀漀洀瀀氀椀愀渀挀攀 䄀甀搀椀琀䐀愀琀愀 䄀渀愀氀礀琀椀挀猀 伀瀀琀椀洀椀稀愀琀椀漀渀䤀吀 匀攀挀甀爀椀琀礀 刀攀瘀椀攀眀 䄀猀猀攀猀猀洀攀渀琀
伀甀爀 瘀愀氀甀攀ⴀ愀搀搀攀搀 猀攀爀瘀椀挀攀猀㨀
圀栀愀琀猀 礀漀甀爀 渀攀砀琀 洀漀瘀攀㼀
䴀愀渀礀 瀀愀琀栀猀Ⰰ 漀渀攀 挀漀爀爀攀挀琀 爀漀甀琀攀 䘀漀氀氀漀眀 吀䘀䌀 愀氀漀渀最 琀栀攀 爀漀甀琀攀 琀漀 猀甀挀挀攀猀猀 䘀椀爀猀琀 琀栀愀琀 挀漀爀爀攀挀琀氀礀
挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀
Please join us in thanking our sponsors for their generous support of AGArsquos 2018 Professional Development Training
PLATINUM SPONSORS
Accenture Federal ServicesVIRTUAL EXPERIENCE
Rowan MirandaManaging Dir CFO Advisory Practice Leadrowanamirandaaccenturefederalcomwwwaccenturefederalcom
Accenture Federal Services a wholly owned subsidiary of Accenture LLP is a US company with offices in Arlington Va Accenturersquos federal business has served every cabinet-level department and 30 of the largest federal organizations Accenture Federal Services transforms bold ideas into breakthrough outcomes for clients at defense intelligence public safety civilian and military health organizations
Grant Thornton LLPTOTE BAGS
Robert SheaPrincipal Global Public Sectorrobertsheausgtcomwwwgranthorntoncompublicsector
Grant Thornton LLP the US member firm of Grant Thornton International is one of six global accounting tax and business advisory organizations Our Global Public Sector based in Alexandria Va is a management consulting business providing responsive and innovative financial performance management and systems solutions to governments and international organizations
GOLD SPONSORS
CGIDIGITAL EXECUTIVE SESSION
Kevin GreerVP Mgmt Consulting KevinGreercgifederalcomwwwcgifederalcomusfederal
A global leader in IT business process and professional services CGI partners with federal agencies to provide end-to-end solutions for defense civilian and intelligence missions Since 1976 we have delivered quality services to help clients achieve results at every stage of the program product and business lifecycle
38 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CliftonLarsonAllenBADGE HOLDERS
Doreen ShuteManaging Principal Fed Govt SvcsDoreenShuteCLAconnectcomwwwCLAconnectcom
CLA is a professional services firm delivering integrated advisory outsourcing and public accounting capabilities to help clients succeed professionally and personally Our practice group members are recognized industry experts and established leaders in the government community We focus on active engagement in the industry a sentiment beyond meeting requirements and standards
DeloitteWATER BOTTLESHYDRATION STATIONS
Colin Duncan Managing Dircoduncandeloittecom wwwdeloittecomusfederal
Deloittersquos Government and Public Services practice consists of more than 12000 professionals across the country serving federal state and local government and higher education clients across consulting and advisory functions bring fresh perspective mdash from inside and outside government mdash to help solve our nationrsquos biggest challenges We bring insights from our client experience and research to drive bold and lasting results People Ideas Technology and Outcomes mdash all Designed for Impact
EYAGA EXECUTIVE SESSION
Bill ColbertPartner PI Financebillcolberteycomwwweycomgovpublicsector
The Government and Public Sector practice of Ernst amp Young LLP provides a full range of consulting and audit services leveraging our experience with both government and commercial clients We deliver real change and measurable results through our diverse high-performing teams operational know-how from across our global organization and bold ideas tailored to each clientrsquos unique mission
AGA PDT 2018 | ORLANDO 39
GOLD SPONSORS (continued)
GuidehouseMONDAY LUNCHEON
Christina VanecekMarketing Mgrcvanecekguidehousecomwwwguidehousecom
Guidehouse formerly PwC Public Sector provides management technology and risk consulting to clients around the world through more than 1600 professionals in 20 locations Now as Guidehouse we offer the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected
Kearney amp CompanyPHOTO BOOTH
Erika SteiningerPartneresteiningerkearneycocomwwwkearneycocom
Kearney amp Company a CPA and consulting firm exclusively serving the Federal Government takes pride in its ability to assist agencies in meeting business objectives and complying with complex requirements Practice areas include Financial Reporting and Accounting Support Internal ControlsA-123 Financial Services Financial Healthcare Services Advisory Services and Program Management
KPMG LLPHOST COMMITTEE SHIRTS MONDAY BREAKFAST
Diane DudleyPartner-in-Charge Fed Auditddudleykpmgcomwwwkpmgcom
For more than 100 years KPMG LLP has assisted the government in the civilian defense and intelligence sectors Today we help these organizations adapt to new environments by working with them to transform business models leverage data protect information assets and provide assurance services while focusing on their mission
40 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
CPAG Small Business CommitteeTUESDAY LUNCHEON
Dedicated members of AGArsquos Small Business Committee are proud to sponsor the 2018 PDT Tuesday Awards Luncheon Thank you to 2nd Wave Castro amp Co Immersion RMA Associates TFC Consulting Trilogy Federal and Watkins Government Services
Get Inspired During PDTthen submit your best practices to the Journal of Government Financial Management by Sept 1 2018
Learn more and view the 2018ndash2019 editorial calendar at wwwagacgfmorgjournal
SILVER SPONSORS
JP MorganTUESDAY BREAKFAST
Denise PetittaExec DirDenisePetittajpmorgancomwwwjpmorgancom
JP Morgan is a premier corporate and investment bank with a full suite of global financial services and capabilities Our clients include the worldrsquos most important corporations governments financial institutions pensions sovereign wealth organizations states and municipalities we offer strategic advice and deliver banking services in more than 100 countries
AGA PDT 2018 | ORLANDO 41
SILVER SPONSORS (continued)
RSM US LLPPDT APP amp WIFI
Mary GoldsmithFed Bus Dev Dirmarygoldsmithrsmuscomwwwrsmuscom
RSM US LLP provides risk financial and technology management consulting services to the public sector We are an inclusive enterprise and support AGA CPAG and Womenrsquos forum We help federal state and local entities improve performance through a comprehensive understanding of their business models internal processes objectives and daily realities
BRASS SPONSORS
Automation AnywhereSTANDING SIGN
Sharon OrsquoNeillHead of Americas Field Marketingsharononeillautomationanywherecom wwwautomationanywherecom
Automation Anywhere is the global leader in enterprise-grade comprehensive Robotic Process Automation software including Cognitive and real-time analytics Over 1000 of the worldrsquos largest brands use our platform to create and manage their Digital Workforce and scale their business processes faster with near-zero error rates while dramatically reducing operational costs
Crowe LLPTUESDAY AM COFFEE BREAK
Bert NeuhringRisk Consulting Partnerbertnuehringcrowecomwwwcrowecom
Crowe LLP is a public accounting consulting and technology firm with offices around the world Crowe uses its deep industry expertise to provide audit services to public and private entities The firm and its subsidiaries also help clients make smart decisions that lead to lasting value with its tax advisory risk and performance services
42 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
BRASS SPONSORS (continued)
MastercardMONDAY AFTERNOON COFFEE BREAK
MariBeth McCarthyVP Bus Leadermaribeth_mccarthymastercardcomwwwmastercardcom
Mastercard (NYSE MA) is a technology company in the global payments industry We operate the worldrsquos fastest payments-processing network connecting consumers financial institutions merchants governments and businesses in more than 210 countries and territories Mastercardrsquos products and solutions make everyday commerce activities easier more secure and more efficient for everyone
PNC BankDIRECTIONAL SIGNAGE
Lauren GradwellAccount MgrLaurengradwellpnccomwwwpnccomideas
PNC is one of the nationrsquos largest financial services organizations providing retail and business banking residential mortgage banking specialized services for corporations and government entities including corporate banking treasury management real estate finance asset-based lending wealth management and asset management We are focused on delivering ideas insight and solutions to our clients to help them maximize the value of their business
Williams AdleyMONDAY MORNING COFFEE BREAK
Melinda BuckBus Dev Leadmbuckwilliamsadleycomwwwwilliamsadleycom
Williams Adley is one of the countryrsquos premier certified public accounting and management consulting firms Our diverse knowledge backgrounds and subject-matter expertise help a wide variety of government agencies and businesses achieve their financial program and information technology goals
AGA PDT 2018 | ORLANDO 43
MEDIA SPONSORS
Government Matters
John Meyer Managing DirjmeyerGovMatterstv wwwGovMatterstv
Government Matters is a television news program dedicated to providing non-partisan information and analysis to federal managers contractors and those supporting the federal marketplace The program airs weeknights in Washington DC on NewsChannel 8 Sunday Mornings on ABC 7 and worldwide on the American Forces Network (AFN)
GOVERNING
Meg Keller Dir of Marketingmkellergoverningcomwwwgoverningcom
For 25 years GOVERNING has been the only publication dedicated to providing the information insight and inspiration state and local leaders need to govern effectively Subscriptions for most state and local government professionals are free as is attendance at most GOVERNING events
Route Fifty
Hilery Sirpis Publisherhsirpisgovexeccomwwwroutefiftycom
Route Fifty a new digital publication and events brand from Atlantic Mediarsquos Government Executive Media Group connects leaders and ideas advancing state and local governments with news insight and resources It facilitates sharing of best practices and ideas among those creating government programs policies and institutions for the 21st century
44 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Play AGArsquos Exhibitor Hunt and win big prizes
including FREE registration to an
upcoming AGA training event
View CPEs Earned
Visit httpsessions ats-leads comagapdt2018 and enter your badge number to view CPEs earned during PDT
Note Only CPEs earned from previous day(s) can be viewed
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VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
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MAIN
VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
MAINENTRANCE
Stop by PDT 2019 Booth 102
Relax RechargeGet a free massage
46 AGACGFM | PDT18
Exhibit Hall Floor Plan
Exhibitors by Booth Number
Company Name Booth
Infor 100 Bureau of the Fiscal Service 101Audimation Services 104American Society of Military Comptrollers 106Kearney Photo Booth 107Graduate School 108 Sehlke Consulting LLC 200Guidehouse 201Kforce Government Solutions Inc 202mLINQS LLC 203RSM US LLP 207GrantSolutions 209ACL Services Ltd 300Williams Adley 301CohnReznick Government 302AOC Solutions 303CGI Federal 306Virtual Experience with Accenture 307Savantage Solutions 308TeraThink Corporation 400Lynch Consultants LLC 401Interior Business Center 402GEHA 403
Company Name Booth
IFAS LLC 407TFC Consulting Inc 409Grant Thornton LLP 500RMA Associates LLC 501Castro amp Company LLC 503KPMG LLP 506AGA Community Service amp Silent Auction 507Kearney amp Company 600EY 601AGA 607J P Morgan 701FI Consulting 703CliftonLarsonAllen LLP 706MorganFranklin Consulting 707Becker Professional Education 709Management Concepts 800Qlik Tech Inc 801U S Army Financial Management Command 802The MIL Corporation 805Immersion Consulting 806Automation Anywhere 809
ACL Services LtdBOOTH 300wwwaclcom
ACL is a global software company with innovative solutions for public sector professionals to keep processes in check and provide higher levels of assurance through team-based analytic approaches ACLrsquos platform has helped over 250 government offices globally to bolster compliance manage risks and assure effective governance Learn more at our booth and wwwaclcom
AGABOOTH 607wwwagacgfmorg
AGA is the member organization for government financial management professionals We lead and encourage change that benefits our field and all citizens Our networking events professional certification publications and ongoing education help members build skills and advance their careers Learn about our thought-leadership library online tools CGFM designation and more
AGA PDT 2018 | ORLANDO 47
Exhibitor Appreciation AGA Corporate Partner
AGA Community Service amp Silent AuctionBOOTH 507
Buy tickets and bid for great prizes in our silent auction including gift certificates gift baskets sports memorabilia vacations and more Proceeds support AGArsquos National Community Service Fund the American Cancer Society the American Heart Association the Humane Society and Habitat for Humanity Winners posted daily present the winning ticket to claim your prize
AGA New Orleans ChapterBACK OF EXHIBIT HALLwwwagacgfmorgneworleans
Stop by our booth to learn more about New Orleans and plan your trip to PDT 2019 scheduled for July 21ndash24 2019 You might win a free PDT 2019 registration
American Society of Military Comptrollers BOOTH 106wwwasmconlineorg
ASMC is the non-profit educational and professional organization for persons military and civilian in the overall field of military comptrollership ASMC promotes the education and training of its members and supports the development and advancement of the military comptrollership profession The society provides professional programs to keep members abreast of current issues and encour-ages the exchange of information techniques and approaches
AOC SolutionsBOOTH 303wwwaocfederalsolutionscom
AOC Solutions Inc is a Service-Disabled Veteran-Owned Business providing financial management federal accounting audit readiness support and technology services AOC thought leaders are dedicated to helping agencies identify better ways to analyze accounting and financial data for cost reduction and increased efficiency
Audimation ServicesBOOTH 104wwwaudimationcom
Audimation Services Inc is the US distributor of CaseWare IDEAreg a powerful user-friendly data analytics software tool designed to help profes-sionals extend auditing capabilities detect fraud and meet documentation standards We specialize in helping organizations streamline audits simplify data acquisition and improve business processes
Automation Anywhere BOOTH 809
See write-up on page 42
Becker Professional EducationBOOTH 709wwwbeckercom
Do you need CPE for CGFMreg CPA or the new DoD FM Certification Come ask about our Government Family Offer Nearly half a million professionals have advanced their careers through our CPE programs including CPA Exam Review PMPreg Exam Review Cybersecurity Six Sigma and more And be sure to check out our new program for Certified Anti-Money Laundering Specialists (CAMS)
Bureau of the Fiscal ServiceBOOTH 101wwwfiscaltreasurygov
The Bureau of the Fiscal Service serves as a catalyst for transforming the way the federal government manages finances and delivers shared services Our passion is improving financial management and shared service delivery through efficient and effective operations and through guidance and assistance to others
48 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Castro amp Company LLCBOOTH 503www castroco com
Headquartered in Washington DC Castro amp Company is an audit advisory and accounting services CPA firm with a strong federal customer focus We are a Minority-Owned Small Business offering the personalized services of a small firm with the full resources and quality expected from a larger CPA firm
CGI FederalBOOTH 306
See write-up on page 38
CliftonLarsonAllen LLPBOOTH 706
See write-up on page 39
CohnReznick GovernmentBOOTH 302www cohnreznick com
CohnReznick Government provides audit accounting and financial management compliance risk and integrity monitoring program and project management and disaster response and recovery Our comprehensive project management approach provides clients with reliable processes and delivers accounting insights to help government organizations improve communication administer fiscal and operational strategies and meet compliance requirements
EYBOOTH 601
See write-up on page 39
FI ConsultingBOOTH 703www ficonsulting com
FI Consulting develops effective practical solutions to help federal agencies achieve their missions while operating efficiently managing risk and adapting to a changing policy environment We apply our core strengths in Data Analytics Modeling and Technology to gain program performance insight manage risk improve operations and better deliver mission
GEHABOOTH 403www geha com
GEHA provides medical and dental plans through the FEHB and FEDVIP programs for more than 18 million federal employees retirees and their families GEHA members receive year-round vision and hearing benefits plus other discounts For more information please stop by our booth or visit gehacom and gehadentalcom
Graduate SchoolBOOTH 108www graduateschool edu
Graduate School USA provides a wide range of learning opportunities in formats accessible to adult learners everywhere through training continuing education courses executive and leadership development and credit offerings For professionals in the government auditing and financial management community we offer a comprehensive curriculum taught by leading practitioners
Grant Thornton LLPBOOTH 500
See write-up on page 38
AGA PDT 2018 | ORLANDO 49
GrantSolutionsBOOTH 209www grantsolutions gov
GrantSolutions supports Federal agencies throughout the grants lifecycle mdash from pre-award planning through application award and closeout Our service finds solutions for shared mission needs across agencies while incorporating unique business and regulatory processes for grant programs GrantSolutions is an OMB-selected grants business leader providing end-to-end innovative grants management services dedicated to advancing the mission of Federal agencies
GuidehouseBOOTH 201
See write-up on page 40
IFAS LLCBOOTH 407www ifas-llc com
IFAS is an 8(a) Service-Disabled Veteran-Owned Small Business Woman-Owned Small Disadvan-taged Business providing Program Management Business and Finance Operations Integrated Logistics and IT Support Services to meet specific needs of our clients We provide geographically dispersed support available when and where you need us
Immersion ConsultingBOOTH 806www immersioninc com
Immersion Consulting a Service-Disabled Veteran-Owned Small Business headquartered in Annapolis Md provides business management and technology consulting to government nonprofit and commercial clients Founded in 2004 we specialize in program management financial management technology services and training Our mission provide clients with actionable business solutions that yield sustainable results
InforBOOTH 100www infor com
Infor Public Sector solutions streamline financial management across multiple systems With more than 25 years of public sector experience Infor helps you meet organization demands including budget and audit readiness performance management and financial control with flexible solution deployment options to help you operate more quickly and efficiently
Interior Business CenterBOOTH 402www doi govibc
The Interior Business Center one of several OMB-approved interagency shared-service providers offers acquisition financial manage-ment and HR under a fee-for-service full cost recovery business model By assisting multiple federal organizations IBC can leverage resources to share economies and efficiencies with external customers and our parent agency the US Department of the Interior
JP MorganBOOTH 701
See write-up on page 41
Kearney amp CompanyBOOTH 600
See write-up on page 40
Kforce Governnment Solutions IncBOOTH 202www kforcegov com
Kforce Government Solutions Inc (KGS) provides management and technology solutions to Federal Government and State and local agencies We deliver customized solutions across financial management organizational transformation and IT to solve our clientsrsquo most complex mission and business challenges KGS also offers the innovative TraumaFXreg line of medical training manikins
50 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
KPMG LLPBOOTH 506
See write-up on page 40
Lynch Consultants LLCBOOTH 401www lynchconsultants com
Lynch Consultants provides strategic financial and program advisory and assistance services to the federal government We partner with clients to deliver project management services financial and business support and strategic policy solutions for complex government programs Clients include numerous federal departments including DoD Navy Army VA HHS and HUD
Management ConceptsBOOTH 800www managementconcepts com
Management Concepts is a leading provider of professional development performance improve-ment and talent management solutions for the public sector Since 1973 we have collaborated with the federal government state and local offices non-profit organizations universities and corporations to enhance the performance of teams and organizations Follow us on Twitter Mgmt_Concepts
The MIL CorporationBOOTH 805www milcorp com
The MIL Corporation has grown steadily for 36 years and remains dedicated to excellence service and support across our four major service areas financial management and systems support information technology cyber security and systems and C4 engineering For more information please visit us at wwwmilcorpcom or on Facebook at httptinyurlcomFacebookMIL
mLINQS LLCBOOTH 203www mLINQS net
mLINQS a Service-Disabled Veteran-Owned Small Business founded in 2003 provides the govern-mentrsquos leading employee relocation management system and E-Gov travel (ETS2) consulting services Since 2004 mLINQS relocation system has automated relocations and tracked expenses for more than 30 agencies
MorganFranklin ConsultingBOOTH 707www morganfranklin com
MorganFranklin Consulting headquartered in McLean Va provides business consulting and technology solutions to public companies fast-growing private companies and US govern-ment agencies Third-party customer satisfaction surveys highlight the companyrsquos reputation for being hands-on flexible and skilled at bringing diverse groups together to complete projects on time and within budget
Qlik Tech IncBOOTH 801www qlik com
Qlikreg is the leading data analytics platform and the pioneer of user-driven business intelligence Its portfolio of cloud-based and on-premise solutions meets customersrsquo growing needs from reporting and self-service visual analysis to guided embedded and custom analytics regardless of where data is located
RMA Associates LLCBOOTH 501www rmafed com
RMA an SBA Certified 8(a) Small Business located in the Washington DC metropolitan area specializes in audit consulting and advisory
AGA PDT 2018 | ORLANDO 51
RSM US LLPBOOTH 207
See write-up on page 42
Savantage SolutionsBOOTH 308www savantage net
Savantage Solutions a CMMIreg Level 3 Rated and ISO 90012008 certified company is a leading provider of software development business consulting and program management support services One of only five vendors of financial management systems certified for federal use Savantage takes pride in its service excellence
Sehlke Consulting LLCBOOTH 200www sehlkeconsulting com
Founded in 2011 Sehlke Consulting is a Service-Disabled Veteran-Owned Small Business and Historically Underutilized Business Zone (HUBZone) firm based in Arlington Va We provide comprehensive leading solutions in Financial Management Acquisition Management Logistics and Supply Chain Management and National Security amp Defense Programs
TeraThink CorporationBOOTH 400www terathink com
TeraThink takes pride in the outstanding reputation we have earned over the past 15 years for delivering superior results to federal customers With expertise in agile development enterprise application technologies financial services and cloud solutions our delivery platform brings exceptional scale and value to support customersrsquo transformation business automation and mission-related goals Visit our booth and wwwTeraThinkcom for more information
TFC Consulting IncBOOTH 409www tfcci net
A licensed CPA firm Small Disadvantaged Business and ISO 9001_2015-certified enterprise TFC is the trusted partner of federal agencies facing complex financial management challenges Now celebrating 15 years of success and excellence in assisting clients TFC develops and implements comprehensive solutions to improve financial management environments and achieve operational efficiency
US Army Financial Management CommandBOOTH 802www facebook comUSAFMCOM
US Army Financial Management Command is responsible for the delivery of Army-wide Financial Management (FM) functions including Enterprise Resource Planning systems support audit and compliance support financial operations support and ERP business process standardization support and for providing operational oversight of Army field FM activities
Williams AdleyBOOTH 301
See write-up on page 43
Note The contents of this exhibitor list were compiled from information supplied by exhibitors While every effort has been made to ensure contents are correct AGA is unable to accept liability for errors or omissions or for any claims made by exhibitors
52 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AGA PDT 2018 | ORLANDO 53
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AIG Assistant Inspector GeneralAssoc AssociateAsst AssistantBus BusinessCEO Chief Executive OfficerCFO Chief Financial OfficerCIO Chief Information OfficerCo CountyComm CommitteeCOO Chief Operating OfficerCPAG Corporate Partner Advisory GroupDep DeputyDept DepartmentDev DevelopmentDir DirectorDiv DivisionEduc EducationERM Enterprise Risk ManagementExec ExecutiveFed FederalFM Financial ManagementGM General Manager Govt Government
Fields of Study See page 4 for list of Fields of Study
AOC Architect of the CapitolAOUSC Administrative Office of the
US CourtsCommerce US Department of CommerceDHHS US Department of Health
and Human ServicesDHS US Department of
Homeland SecurityDLA Defense Logistics AgencyDoD US Department of DefenseDoE US Department of EnergyDOI US Department of the InteriorDOJ US Department of JusticeDoS US Department of StateFASAB Federal Accounting Standards
Advisory BoardFiscal Service Bureau of the Fiscal ServiceFIT Office of Financial Innovation
and TransformationFMSB Financial Management Standards
BoardFTA Federal Transit Administration
HR Human ResourcesIG Inspector GeneralIT Information TechnologyMgmt ManagementMgr ManagerNatrsquol NationalOfc OfficePNP AGA Past National
PresidentPNT AGA Past National
TreasurerRPA Robotic Process
AutomationRVP Regional Vice PresidentSecrsquoy SecretarySME Subject Matter Expert Sr SeniorSvc ServiceSVP Senior Vice PresidentTech TechnicalUniv UniversityVP Vice President
GAO Government Accountability OfficeGASB Government Accounting Standards
BoardGSA US General Services
AdministrationHUD US Department of Housing
and Urban DevelopmentIRS Internal Revenue ServiceNASA National Aeronautics and Space
AdministrationNSF National Science FoundationOCFO Office of the Chief Financial OfficerOIG Office of Inspector GeneralOMB Office of Management and BudgetSBA Small Business AdministrationTreasury US Department of the TreasuryUSAID US Agency for International
DevelopmentUSDA US Department of AgricultureUSPTO US Patent and Trademark OfficeVA US Department of
Veteran Affairs
54 AGACGFM | PDT18
Glossary
MAIN CONVENTION CENTERSINGLE-LEVEL
REGISTRATION
CYBER LOUNGE
EX
HIB
IT H
ALL
PLENARY S
ESSIO
NS
AGA PDT 2018 | ORLANDO 55
Convention Center Floor Plans
圀䔀 䰀䤀匀吀䔀一 簀 圀䔀 䤀一一伀嘀䄀吀䔀 簀 圀䔀 䐀䔀䰀䤀嘀䔀刀
吀愀猀栀甀 吀爀椀瘀攀搀椀Ⰰ 倀爀攀猀椀搀攀渀琀䌀䔀伀 㜀㤀㐀 漀爀 琀琀爀椀瘀攀搀椀䀀琀昀挀挀椀渀攀琀
嘀椀猀椀琀 漀甀爀 眀攀戀猀椀琀攀 愀琀 眀眀眀琀昀挀挀椀渀攀琀
䘀漀爀 洀漀爀攀 椀渀昀漀爀洀愀琀椀漀渀 挀漀渀琀愀挀琀 吀䘀䌀
椀猀 琀栀攀 琀爀甀猀琀攀搀 瀀愀爀琀渀攀爀 昀漀爀 昀攀搀攀爀愀氀 愀最攀渀挀椀攀猀 琀栀愀琀愀爀攀 昀愀挀椀渀最 挀漀洀瀀氀攀砀 ǻ渀愀渀挀椀愀氀 洀愀渀愀最攀洀攀渀琀 挀栀愀氀氀攀渀最攀猀
吀䘀䌀 䌀漀渀猀甀氀琀椀渀最 䤀渀挀
뜀뜀
뜀뜀뜀뜀
䔀渀琀攀爀瀀爀椀猀攀 刀椀猀欀 䤀渀琀攀爀渀愀氀䌀漀渀琀爀漀氀猀 䄀搀瘀椀猀漀爀礀䤀洀瀀爀漀瀀攀爀 倀愀礀洀攀渀琀猀䴀攀愀猀甀爀攀洀攀渀琀 刀攀洀攀搀椀愀琀椀漀渀䘀椀渀愀渀挀椀愀氀 刀攀瀀漀爀琀椀渀最 䄀䄀挀挀漀甀渀琀椀渀最 伀瀀攀爀愀琀椀漀渀猀䘀椀渀愀渀挀椀愀氀 匀琀愀琀攀洀攀渀琀 䌀漀洀瀀氀椀愀渀挀攀 䄀甀搀椀琀䐀愀琀愀 䄀渀愀氀礀琀椀挀猀 伀瀀琀椀洀椀稀愀琀椀漀渀䤀吀 匀攀挀甀爀椀琀礀 刀攀瘀椀攀眀 䄀猀猀攀猀猀洀攀渀琀
伀甀爀 瘀愀氀甀攀ⴀ愀搀搀攀搀 猀攀爀瘀椀挀攀猀㨀
圀栀愀琀猀 礀漀甀爀 渀攀砀琀 洀漀瘀攀㼀
䴀愀渀礀 瀀愀琀栀猀Ⰰ 漀渀攀 挀漀爀爀攀挀琀 爀漀甀琀攀 䘀漀氀氀漀眀 吀䘀䌀 愀氀漀渀最 琀栀攀 爀漀甀琀攀 琀漀 猀甀挀挀攀猀猀 䘀椀爀猀琀 琀栀愀琀 挀漀爀爀攀挀琀氀礀
挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀
GOLD SPONSORS (continued)
CliftonLarsonAllenBADGE HOLDERS
Doreen ShuteManaging Principal Fed Govt SvcsDoreenShuteCLAconnectcomwwwCLAconnectcom
CLA is a professional services firm delivering integrated advisory outsourcing and public accounting capabilities to help clients succeed professionally and personally Our practice group members are recognized industry experts and established leaders in the government community We focus on active engagement in the industry a sentiment beyond meeting requirements and standards
DeloitteWATER BOTTLESHYDRATION STATIONS
Colin Duncan Managing Dircoduncandeloittecom wwwdeloittecomusfederal
Deloittersquos Government and Public Services practice consists of more than 12000 professionals across the country serving federal state and local government and higher education clients across consulting and advisory functions bring fresh perspective mdash from inside and outside government mdash to help solve our nationrsquos biggest challenges We bring insights from our client experience and research to drive bold and lasting results People Ideas Technology and Outcomes mdash all Designed for Impact
EYAGA EXECUTIVE SESSION
Bill ColbertPartner PI Financebillcolberteycomwwweycomgovpublicsector
The Government and Public Sector practice of Ernst amp Young LLP provides a full range of consulting and audit services leveraging our experience with both government and commercial clients We deliver real change and measurable results through our diverse high-performing teams operational know-how from across our global organization and bold ideas tailored to each clientrsquos unique mission
AGA PDT 2018 | ORLANDO 39
GOLD SPONSORS (continued)
GuidehouseMONDAY LUNCHEON
Christina VanecekMarketing Mgrcvanecekguidehousecomwwwguidehousecom
Guidehouse formerly PwC Public Sector provides management technology and risk consulting to clients around the world through more than 1600 professionals in 20 locations Now as Guidehouse we offer the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected
Kearney amp CompanyPHOTO BOOTH
Erika SteiningerPartneresteiningerkearneycocomwwwkearneycocom
Kearney amp Company a CPA and consulting firm exclusively serving the Federal Government takes pride in its ability to assist agencies in meeting business objectives and complying with complex requirements Practice areas include Financial Reporting and Accounting Support Internal ControlsA-123 Financial Services Financial Healthcare Services Advisory Services and Program Management
KPMG LLPHOST COMMITTEE SHIRTS MONDAY BREAKFAST
Diane DudleyPartner-in-Charge Fed Auditddudleykpmgcomwwwkpmgcom
For more than 100 years KPMG LLP has assisted the government in the civilian defense and intelligence sectors Today we help these organizations adapt to new environments by working with them to transform business models leverage data protect information assets and provide assurance services while focusing on their mission
40 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
CPAG Small Business CommitteeTUESDAY LUNCHEON
Dedicated members of AGArsquos Small Business Committee are proud to sponsor the 2018 PDT Tuesday Awards Luncheon Thank you to 2nd Wave Castro amp Co Immersion RMA Associates TFC Consulting Trilogy Federal and Watkins Government Services
Get Inspired During PDTthen submit your best practices to the Journal of Government Financial Management by Sept 1 2018
Learn more and view the 2018ndash2019 editorial calendar at wwwagacgfmorgjournal
SILVER SPONSORS
JP MorganTUESDAY BREAKFAST
Denise PetittaExec DirDenisePetittajpmorgancomwwwjpmorgancom
JP Morgan is a premier corporate and investment bank with a full suite of global financial services and capabilities Our clients include the worldrsquos most important corporations governments financial institutions pensions sovereign wealth organizations states and municipalities we offer strategic advice and deliver banking services in more than 100 countries
AGA PDT 2018 | ORLANDO 41
SILVER SPONSORS (continued)
RSM US LLPPDT APP amp WIFI
Mary GoldsmithFed Bus Dev Dirmarygoldsmithrsmuscomwwwrsmuscom
RSM US LLP provides risk financial and technology management consulting services to the public sector We are an inclusive enterprise and support AGA CPAG and Womenrsquos forum We help federal state and local entities improve performance through a comprehensive understanding of their business models internal processes objectives and daily realities
BRASS SPONSORS
Automation AnywhereSTANDING SIGN
Sharon OrsquoNeillHead of Americas Field Marketingsharononeillautomationanywherecom wwwautomationanywherecom
Automation Anywhere is the global leader in enterprise-grade comprehensive Robotic Process Automation software including Cognitive and real-time analytics Over 1000 of the worldrsquos largest brands use our platform to create and manage their Digital Workforce and scale their business processes faster with near-zero error rates while dramatically reducing operational costs
Crowe LLPTUESDAY AM COFFEE BREAK
Bert NeuhringRisk Consulting Partnerbertnuehringcrowecomwwwcrowecom
Crowe LLP is a public accounting consulting and technology firm with offices around the world Crowe uses its deep industry expertise to provide audit services to public and private entities The firm and its subsidiaries also help clients make smart decisions that lead to lasting value with its tax advisory risk and performance services
42 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
BRASS SPONSORS (continued)
MastercardMONDAY AFTERNOON COFFEE BREAK
MariBeth McCarthyVP Bus Leadermaribeth_mccarthymastercardcomwwwmastercardcom
Mastercard (NYSE MA) is a technology company in the global payments industry We operate the worldrsquos fastest payments-processing network connecting consumers financial institutions merchants governments and businesses in more than 210 countries and territories Mastercardrsquos products and solutions make everyday commerce activities easier more secure and more efficient for everyone
PNC BankDIRECTIONAL SIGNAGE
Lauren GradwellAccount MgrLaurengradwellpnccomwwwpnccomideas
PNC is one of the nationrsquos largest financial services organizations providing retail and business banking residential mortgage banking specialized services for corporations and government entities including corporate banking treasury management real estate finance asset-based lending wealth management and asset management We are focused on delivering ideas insight and solutions to our clients to help them maximize the value of their business
Williams AdleyMONDAY MORNING COFFEE BREAK
Melinda BuckBus Dev Leadmbuckwilliamsadleycomwwwwilliamsadleycom
Williams Adley is one of the countryrsquos premier certified public accounting and management consulting firms Our diverse knowledge backgrounds and subject-matter expertise help a wide variety of government agencies and businesses achieve their financial program and information technology goals
AGA PDT 2018 | ORLANDO 43
MEDIA SPONSORS
Government Matters
John Meyer Managing DirjmeyerGovMatterstv wwwGovMatterstv
Government Matters is a television news program dedicated to providing non-partisan information and analysis to federal managers contractors and those supporting the federal marketplace The program airs weeknights in Washington DC on NewsChannel 8 Sunday Mornings on ABC 7 and worldwide on the American Forces Network (AFN)
GOVERNING
Meg Keller Dir of Marketingmkellergoverningcomwwwgoverningcom
For 25 years GOVERNING has been the only publication dedicated to providing the information insight and inspiration state and local leaders need to govern effectively Subscriptions for most state and local government professionals are free as is attendance at most GOVERNING events
Route Fifty
Hilery Sirpis Publisherhsirpisgovexeccomwwwroutefiftycom
Route Fifty a new digital publication and events brand from Atlantic Mediarsquos Government Executive Media Group connects leaders and ideas advancing state and local governments with news insight and resources It facilitates sharing of best practices and ideas among those creating government programs policies and institutions for the 21st century
44 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Play AGArsquos Exhibitor Hunt and win big prizes
including FREE registration to an
upcoming AGA training event
View CPEs Earned
Visit httpsessions ats-leads comagapdt2018 and enter your badge number to view CPEs earned during PDT
Note Only CPEs earned from previous day(s) can be viewed
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VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
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MAIN
VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
MAINENTRANCE
Stop by PDT 2019 Booth 102
Relax RechargeGet a free massage
46 AGACGFM | PDT18
Exhibit Hall Floor Plan
Exhibitors by Booth Number
Company Name Booth
Infor 100 Bureau of the Fiscal Service 101Audimation Services 104American Society of Military Comptrollers 106Kearney Photo Booth 107Graduate School 108 Sehlke Consulting LLC 200Guidehouse 201Kforce Government Solutions Inc 202mLINQS LLC 203RSM US LLP 207GrantSolutions 209ACL Services Ltd 300Williams Adley 301CohnReznick Government 302AOC Solutions 303CGI Federal 306Virtual Experience with Accenture 307Savantage Solutions 308TeraThink Corporation 400Lynch Consultants LLC 401Interior Business Center 402GEHA 403
Company Name Booth
IFAS LLC 407TFC Consulting Inc 409Grant Thornton LLP 500RMA Associates LLC 501Castro amp Company LLC 503KPMG LLP 506AGA Community Service amp Silent Auction 507Kearney amp Company 600EY 601AGA 607J P Morgan 701FI Consulting 703CliftonLarsonAllen LLP 706MorganFranklin Consulting 707Becker Professional Education 709Management Concepts 800Qlik Tech Inc 801U S Army Financial Management Command 802The MIL Corporation 805Immersion Consulting 806Automation Anywhere 809
ACL Services LtdBOOTH 300wwwaclcom
ACL is a global software company with innovative solutions for public sector professionals to keep processes in check and provide higher levels of assurance through team-based analytic approaches ACLrsquos platform has helped over 250 government offices globally to bolster compliance manage risks and assure effective governance Learn more at our booth and wwwaclcom
AGABOOTH 607wwwagacgfmorg
AGA is the member organization for government financial management professionals We lead and encourage change that benefits our field and all citizens Our networking events professional certification publications and ongoing education help members build skills and advance their careers Learn about our thought-leadership library online tools CGFM designation and more
AGA PDT 2018 | ORLANDO 47
Exhibitor Appreciation AGA Corporate Partner
AGA Community Service amp Silent AuctionBOOTH 507
Buy tickets and bid for great prizes in our silent auction including gift certificates gift baskets sports memorabilia vacations and more Proceeds support AGArsquos National Community Service Fund the American Cancer Society the American Heart Association the Humane Society and Habitat for Humanity Winners posted daily present the winning ticket to claim your prize
AGA New Orleans ChapterBACK OF EXHIBIT HALLwwwagacgfmorgneworleans
Stop by our booth to learn more about New Orleans and plan your trip to PDT 2019 scheduled for July 21ndash24 2019 You might win a free PDT 2019 registration
American Society of Military Comptrollers BOOTH 106wwwasmconlineorg
ASMC is the non-profit educational and professional organization for persons military and civilian in the overall field of military comptrollership ASMC promotes the education and training of its members and supports the development and advancement of the military comptrollership profession The society provides professional programs to keep members abreast of current issues and encour-ages the exchange of information techniques and approaches
AOC SolutionsBOOTH 303wwwaocfederalsolutionscom
AOC Solutions Inc is a Service-Disabled Veteran-Owned Business providing financial management federal accounting audit readiness support and technology services AOC thought leaders are dedicated to helping agencies identify better ways to analyze accounting and financial data for cost reduction and increased efficiency
Audimation ServicesBOOTH 104wwwaudimationcom
Audimation Services Inc is the US distributor of CaseWare IDEAreg a powerful user-friendly data analytics software tool designed to help profes-sionals extend auditing capabilities detect fraud and meet documentation standards We specialize in helping organizations streamline audits simplify data acquisition and improve business processes
Automation Anywhere BOOTH 809
See write-up on page 42
Becker Professional EducationBOOTH 709wwwbeckercom
Do you need CPE for CGFMreg CPA or the new DoD FM Certification Come ask about our Government Family Offer Nearly half a million professionals have advanced their careers through our CPE programs including CPA Exam Review PMPreg Exam Review Cybersecurity Six Sigma and more And be sure to check out our new program for Certified Anti-Money Laundering Specialists (CAMS)
Bureau of the Fiscal ServiceBOOTH 101wwwfiscaltreasurygov
The Bureau of the Fiscal Service serves as a catalyst for transforming the way the federal government manages finances and delivers shared services Our passion is improving financial management and shared service delivery through efficient and effective operations and through guidance and assistance to others
48 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Castro amp Company LLCBOOTH 503www castroco com
Headquartered in Washington DC Castro amp Company is an audit advisory and accounting services CPA firm with a strong federal customer focus We are a Minority-Owned Small Business offering the personalized services of a small firm with the full resources and quality expected from a larger CPA firm
CGI FederalBOOTH 306
See write-up on page 38
CliftonLarsonAllen LLPBOOTH 706
See write-up on page 39
CohnReznick GovernmentBOOTH 302www cohnreznick com
CohnReznick Government provides audit accounting and financial management compliance risk and integrity monitoring program and project management and disaster response and recovery Our comprehensive project management approach provides clients with reliable processes and delivers accounting insights to help government organizations improve communication administer fiscal and operational strategies and meet compliance requirements
EYBOOTH 601
See write-up on page 39
FI ConsultingBOOTH 703www ficonsulting com
FI Consulting develops effective practical solutions to help federal agencies achieve their missions while operating efficiently managing risk and adapting to a changing policy environment We apply our core strengths in Data Analytics Modeling and Technology to gain program performance insight manage risk improve operations and better deliver mission
GEHABOOTH 403www geha com
GEHA provides medical and dental plans through the FEHB and FEDVIP programs for more than 18 million federal employees retirees and their families GEHA members receive year-round vision and hearing benefits plus other discounts For more information please stop by our booth or visit gehacom and gehadentalcom
Graduate SchoolBOOTH 108www graduateschool edu
Graduate School USA provides a wide range of learning opportunities in formats accessible to adult learners everywhere through training continuing education courses executive and leadership development and credit offerings For professionals in the government auditing and financial management community we offer a comprehensive curriculum taught by leading practitioners
Grant Thornton LLPBOOTH 500
See write-up on page 38
AGA PDT 2018 | ORLANDO 49
GrantSolutionsBOOTH 209www grantsolutions gov
GrantSolutions supports Federal agencies throughout the grants lifecycle mdash from pre-award planning through application award and closeout Our service finds solutions for shared mission needs across agencies while incorporating unique business and regulatory processes for grant programs GrantSolutions is an OMB-selected grants business leader providing end-to-end innovative grants management services dedicated to advancing the mission of Federal agencies
GuidehouseBOOTH 201
See write-up on page 40
IFAS LLCBOOTH 407www ifas-llc com
IFAS is an 8(a) Service-Disabled Veteran-Owned Small Business Woman-Owned Small Disadvan-taged Business providing Program Management Business and Finance Operations Integrated Logistics and IT Support Services to meet specific needs of our clients We provide geographically dispersed support available when and where you need us
Immersion ConsultingBOOTH 806www immersioninc com
Immersion Consulting a Service-Disabled Veteran-Owned Small Business headquartered in Annapolis Md provides business management and technology consulting to government nonprofit and commercial clients Founded in 2004 we specialize in program management financial management technology services and training Our mission provide clients with actionable business solutions that yield sustainable results
InforBOOTH 100www infor com
Infor Public Sector solutions streamline financial management across multiple systems With more than 25 years of public sector experience Infor helps you meet organization demands including budget and audit readiness performance management and financial control with flexible solution deployment options to help you operate more quickly and efficiently
Interior Business CenterBOOTH 402www doi govibc
The Interior Business Center one of several OMB-approved interagency shared-service providers offers acquisition financial manage-ment and HR under a fee-for-service full cost recovery business model By assisting multiple federal organizations IBC can leverage resources to share economies and efficiencies with external customers and our parent agency the US Department of the Interior
JP MorganBOOTH 701
See write-up on page 41
Kearney amp CompanyBOOTH 600
See write-up on page 40
Kforce Governnment Solutions IncBOOTH 202www kforcegov com
Kforce Government Solutions Inc (KGS) provides management and technology solutions to Federal Government and State and local agencies We deliver customized solutions across financial management organizational transformation and IT to solve our clientsrsquo most complex mission and business challenges KGS also offers the innovative TraumaFXreg line of medical training manikins
50 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
KPMG LLPBOOTH 506
See write-up on page 40
Lynch Consultants LLCBOOTH 401www lynchconsultants com
Lynch Consultants provides strategic financial and program advisory and assistance services to the federal government We partner with clients to deliver project management services financial and business support and strategic policy solutions for complex government programs Clients include numerous federal departments including DoD Navy Army VA HHS and HUD
Management ConceptsBOOTH 800www managementconcepts com
Management Concepts is a leading provider of professional development performance improve-ment and talent management solutions for the public sector Since 1973 we have collaborated with the federal government state and local offices non-profit organizations universities and corporations to enhance the performance of teams and organizations Follow us on Twitter Mgmt_Concepts
The MIL CorporationBOOTH 805www milcorp com
The MIL Corporation has grown steadily for 36 years and remains dedicated to excellence service and support across our four major service areas financial management and systems support information technology cyber security and systems and C4 engineering For more information please visit us at wwwmilcorpcom or on Facebook at httptinyurlcomFacebookMIL
mLINQS LLCBOOTH 203www mLINQS net
mLINQS a Service-Disabled Veteran-Owned Small Business founded in 2003 provides the govern-mentrsquos leading employee relocation management system and E-Gov travel (ETS2) consulting services Since 2004 mLINQS relocation system has automated relocations and tracked expenses for more than 30 agencies
MorganFranklin ConsultingBOOTH 707www morganfranklin com
MorganFranklin Consulting headquartered in McLean Va provides business consulting and technology solutions to public companies fast-growing private companies and US govern-ment agencies Third-party customer satisfaction surveys highlight the companyrsquos reputation for being hands-on flexible and skilled at bringing diverse groups together to complete projects on time and within budget
Qlik Tech IncBOOTH 801www qlik com
Qlikreg is the leading data analytics platform and the pioneer of user-driven business intelligence Its portfolio of cloud-based and on-premise solutions meets customersrsquo growing needs from reporting and self-service visual analysis to guided embedded and custom analytics regardless of where data is located
RMA Associates LLCBOOTH 501www rmafed com
RMA an SBA Certified 8(a) Small Business located in the Washington DC metropolitan area specializes in audit consulting and advisory
AGA PDT 2018 | ORLANDO 51
RSM US LLPBOOTH 207
See write-up on page 42
Savantage SolutionsBOOTH 308www savantage net
Savantage Solutions a CMMIreg Level 3 Rated and ISO 90012008 certified company is a leading provider of software development business consulting and program management support services One of only five vendors of financial management systems certified for federal use Savantage takes pride in its service excellence
Sehlke Consulting LLCBOOTH 200www sehlkeconsulting com
Founded in 2011 Sehlke Consulting is a Service-Disabled Veteran-Owned Small Business and Historically Underutilized Business Zone (HUBZone) firm based in Arlington Va We provide comprehensive leading solutions in Financial Management Acquisition Management Logistics and Supply Chain Management and National Security amp Defense Programs
TeraThink CorporationBOOTH 400www terathink com
TeraThink takes pride in the outstanding reputation we have earned over the past 15 years for delivering superior results to federal customers With expertise in agile development enterprise application technologies financial services and cloud solutions our delivery platform brings exceptional scale and value to support customersrsquo transformation business automation and mission-related goals Visit our booth and wwwTeraThinkcom for more information
TFC Consulting IncBOOTH 409www tfcci net
A licensed CPA firm Small Disadvantaged Business and ISO 9001_2015-certified enterprise TFC is the trusted partner of federal agencies facing complex financial management challenges Now celebrating 15 years of success and excellence in assisting clients TFC develops and implements comprehensive solutions to improve financial management environments and achieve operational efficiency
US Army Financial Management CommandBOOTH 802www facebook comUSAFMCOM
US Army Financial Management Command is responsible for the delivery of Army-wide Financial Management (FM) functions including Enterprise Resource Planning systems support audit and compliance support financial operations support and ERP business process standardization support and for providing operational oversight of Army field FM activities
Williams AdleyBOOTH 301
See write-up on page 43
Note The contents of this exhibitor list were compiled from information supplied by exhibitors While every effort has been made to ensure contents are correct AGA is unable to accept liability for errors or omissions or for any claims made by exhibitors
52 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AGA PDT 2018 | ORLANDO 53
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AIG Assistant Inspector GeneralAssoc AssociateAsst AssistantBus BusinessCEO Chief Executive OfficerCFO Chief Financial OfficerCIO Chief Information OfficerCo CountyComm CommitteeCOO Chief Operating OfficerCPAG Corporate Partner Advisory GroupDep DeputyDept DepartmentDev DevelopmentDir DirectorDiv DivisionEduc EducationERM Enterprise Risk ManagementExec ExecutiveFed FederalFM Financial ManagementGM General Manager Govt Government
Fields of Study See page 4 for list of Fields of Study
AOC Architect of the CapitolAOUSC Administrative Office of the
US CourtsCommerce US Department of CommerceDHHS US Department of Health
and Human ServicesDHS US Department of
Homeland SecurityDLA Defense Logistics AgencyDoD US Department of DefenseDoE US Department of EnergyDOI US Department of the InteriorDOJ US Department of JusticeDoS US Department of StateFASAB Federal Accounting Standards
Advisory BoardFiscal Service Bureau of the Fiscal ServiceFIT Office of Financial Innovation
and TransformationFMSB Financial Management Standards
BoardFTA Federal Transit Administration
HR Human ResourcesIG Inspector GeneralIT Information TechnologyMgmt ManagementMgr ManagerNatrsquol NationalOfc OfficePNP AGA Past National
PresidentPNT AGA Past National
TreasurerRPA Robotic Process
AutomationRVP Regional Vice PresidentSecrsquoy SecretarySME Subject Matter Expert Sr SeniorSvc ServiceSVP Senior Vice PresidentTech TechnicalUniv UniversityVP Vice President
GAO Government Accountability OfficeGASB Government Accounting Standards
BoardGSA US General Services
AdministrationHUD US Department of Housing
and Urban DevelopmentIRS Internal Revenue ServiceNASA National Aeronautics and Space
AdministrationNSF National Science FoundationOCFO Office of the Chief Financial OfficerOIG Office of Inspector GeneralOMB Office of Management and BudgetSBA Small Business AdministrationTreasury US Department of the TreasuryUSAID US Agency for International
DevelopmentUSDA US Department of AgricultureUSPTO US Patent and Trademark OfficeVA US Department of
Veteran Affairs
54 AGACGFM | PDT18
Glossary
MAIN CONVENTION CENTERSINGLE-LEVEL
REGISTRATION
CYBER LOUNGE
EX
HIB
IT H
ALL
PLENARY S
ESSIO
NS
AGA PDT 2018 | ORLANDO 55
Convention Center Floor Plans
圀䔀 䰀䤀匀吀䔀一 簀 圀䔀 䤀一一伀嘀䄀吀䔀 簀 圀䔀 䐀䔀䰀䤀嘀䔀刀
吀愀猀栀甀 吀爀椀瘀攀搀椀Ⰰ 倀爀攀猀椀搀攀渀琀䌀䔀伀 㜀㤀㐀 漀爀 琀琀爀椀瘀攀搀椀䀀琀昀挀挀椀渀攀琀
嘀椀猀椀琀 漀甀爀 眀攀戀猀椀琀攀 愀琀 眀眀眀琀昀挀挀椀渀攀琀
䘀漀爀 洀漀爀攀 椀渀昀漀爀洀愀琀椀漀渀 挀漀渀琀愀挀琀 吀䘀䌀
椀猀 琀栀攀 琀爀甀猀琀攀搀 瀀愀爀琀渀攀爀 昀漀爀 昀攀搀攀爀愀氀 愀最攀渀挀椀攀猀 琀栀愀琀愀爀攀 昀愀挀椀渀最 挀漀洀瀀氀攀砀 ǻ渀愀渀挀椀愀氀 洀愀渀愀最攀洀攀渀琀 挀栀愀氀氀攀渀最攀猀
吀䘀䌀 䌀漀渀猀甀氀琀椀渀最 䤀渀挀
뜀뜀
뜀뜀뜀뜀
䔀渀琀攀爀瀀爀椀猀攀 刀椀猀欀 䤀渀琀攀爀渀愀氀䌀漀渀琀爀漀氀猀 䄀搀瘀椀猀漀爀礀䤀洀瀀爀漀瀀攀爀 倀愀礀洀攀渀琀猀䴀攀愀猀甀爀攀洀攀渀琀 刀攀洀攀搀椀愀琀椀漀渀䘀椀渀愀渀挀椀愀氀 刀攀瀀漀爀琀椀渀最 䄀䄀挀挀漀甀渀琀椀渀最 伀瀀攀爀愀琀椀漀渀猀䘀椀渀愀渀挀椀愀氀 匀琀愀琀攀洀攀渀琀 䌀漀洀瀀氀椀愀渀挀攀 䄀甀搀椀琀䐀愀琀愀 䄀渀愀氀礀琀椀挀猀 伀瀀琀椀洀椀稀愀琀椀漀渀䤀吀 匀攀挀甀爀椀琀礀 刀攀瘀椀攀眀 䄀猀猀攀猀猀洀攀渀琀
伀甀爀 瘀愀氀甀攀ⴀ愀搀搀攀搀 猀攀爀瘀椀挀攀猀㨀
圀栀愀琀猀 礀漀甀爀 渀攀砀琀 洀漀瘀攀㼀
䴀愀渀礀 瀀愀琀栀猀Ⰰ 漀渀攀 挀漀爀爀攀挀琀 爀漀甀琀攀 䘀漀氀氀漀眀 吀䘀䌀 愀氀漀渀最 琀栀攀 爀漀甀琀攀 琀漀 猀甀挀挀攀猀猀 䘀椀爀猀琀 琀栀愀琀 挀漀爀爀攀挀琀氀礀
挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀
GOLD SPONSORS (continued)
GuidehouseMONDAY LUNCHEON
Christina VanecekMarketing Mgrcvanecekguidehousecomwwwguidehousecom
Guidehouse formerly PwC Public Sector provides management technology and risk consulting to clients around the world through more than 1600 professionals in 20 locations Now as Guidehouse we offer the same great service that our clients enjoy but with the agility and innovation to deliver solutions beyond the expected
Kearney amp CompanyPHOTO BOOTH
Erika SteiningerPartneresteiningerkearneycocomwwwkearneycocom
Kearney amp Company a CPA and consulting firm exclusively serving the Federal Government takes pride in its ability to assist agencies in meeting business objectives and complying with complex requirements Practice areas include Financial Reporting and Accounting Support Internal ControlsA-123 Financial Services Financial Healthcare Services Advisory Services and Program Management
KPMG LLPHOST COMMITTEE SHIRTS MONDAY BREAKFAST
Diane DudleyPartner-in-Charge Fed Auditddudleykpmgcomwwwkpmgcom
For more than 100 years KPMG LLP has assisted the government in the civilian defense and intelligence sectors Today we help these organizations adapt to new environments by working with them to transform business models leverage data protect information assets and provide assurance services while focusing on their mission
40 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
GOLD SPONSORS (continued)
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
CPAG Small Business CommitteeTUESDAY LUNCHEON
Dedicated members of AGArsquos Small Business Committee are proud to sponsor the 2018 PDT Tuesday Awards Luncheon Thank you to 2nd Wave Castro amp Co Immersion RMA Associates TFC Consulting Trilogy Federal and Watkins Government Services
Get Inspired During PDTthen submit your best practices to the Journal of Government Financial Management by Sept 1 2018
Learn more and view the 2018ndash2019 editorial calendar at wwwagacgfmorgjournal
SILVER SPONSORS
JP MorganTUESDAY BREAKFAST
Denise PetittaExec DirDenisePetittajpmorgancomwwwjpmorgancom
JP Morgan is a premier corporate and investment bank with a full suite of global financial services and capabilities Our clients include the worldrsquos most important corporations governments financial institutions pensions sovereign wealth organizations states and municipalities we offer strategic advice and deliver banking services in more than 100 countries
AGA PDT 2018 | ORLANDO 41
SILVER SPONSORS (continued)
RSM US LLPPDT APP amp WIFI
Mary GoldsmithFed Bus Dev Dirmarygoldsmithrsmuscomwwwrsmuscom
RSM US LLP provides risk financial and technology management consulting services to the public sector We are an inclusive enterprise and support AGA CPAG and Womenrsquos forum We help federal state and local entities improve performance through a comprehensive understanding of their business models internal processes objectives and daily realities
BRASS SPONSORS
Automation AnywhereSTANDING SIGN
Sharon OrsquoNeillHead of Americas Field Marketingsharononeillautomationanywherecom wwwautomationanywherecom
Automation Anywhere is the global leader in enterprise-grade comprehensive Robotic Process Automation software including Cognitive and real-time analytics Over 1000 of the worldrsquos largest brands use our platform to create and manage their Digital Workforce and scale their business processes faster with near-zero error rates while dramatically reducing operational costs
Crowe LLPTUESDAY AM COFFEE BREAK
Bert NeuhringRisk Consulting Partnerbertnuehringcrowecomwwwcrowecom
Crowe LLP is a public accounting consulting and technology firm with offices around the world Crowe uses its deep industry expertise to provide audit services to public and private entities The firm and its subsidiaries also help clients make smart decisions that lead to lasting value with its tax advisory risk and performance services
42 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
BRASS SPONSORS (continued)
MastercardMONDAY AFTERNOON COFFEE BREAK
MariBeth McCarthyVP Bus Leadermaribeth_mccarthymastercardcomwwwmastercardcom
Mastercard (NYSE MA) is a technology company in the global payments industry We operate the worldrsquos fastest payments-processing network connecting consumers financial institutions merchants governments and businesses in more than 210 countries and territories Mastercardrsquos products and solutions make everyday commerce activities easier more secure and more efficient for everyone
PNC BankDIRECTIONAL SIGNAGE
Lauren GradwellAccount MgrLaurengradwellpnccomwwwpnccomideas
PNC is one of the nationrsquos largest financial services organizations providing retail and business banking residential mortgage banking specialized services for corporations and government entities including corporate banking treasury management real estate finance asset-based lending wealth management and asset management We are focused on delivering ideas insight and solutions to our clients to help them maximize the value of their business
Williams AdleyMONDAY MORNING COFFEE BREAK
Melinda BuckBus Dev Leadmbuckwilliamsadleycomwwwwilliamsadleycom
Williams Adley is one of the countryrsquos premier certified public accounting and management consulting firms Our diverse knowledge backgrounds and subject-matter expertise help a wide variety of government agencies and businesses achieve their financial program and information technology goals
AGA PDT 2018 | ORLANDO 43
MEDIA SPONSORS
Government Matters
John Meyer Managing DirjmeyerGovMatterstv wwwGovMatterstv
Government Matters is a television news program dedicated to providing non-partisan information and analysis to federal managers contractors and those supporting the federal marketplace The program airs weeknights in Washington DC on NewsChannel 8 Sunday Mornings on ABC 7 and worldwide on the American Forces Network (AFN)
GOVERNING
Meg Keller Dir of Marketingmkellergoverningcomwwwgoverningcom
For 25 years GOVERNING has been the only publication dedicated to providing the information insight and inspiration state and local leaders need to govern effectively Subscriptions for most state and local government professionals are free as is attendance at most GOVERNING events
Route Fifty
Hilery Sirpis Publisherhsirpisgovexeccomwwwroutefiftycom
Route Fifty a new digital publication and events brand from Atlantic Mediarsquos Government Executive Media Group connects leaders and ideas advancing state and local governments with news insight and resources It facilitates sharing of best practices and ideas among those creating government programs policies and institutions for the 21st century
44 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Play AGArsquos Exhibitor Hunt and win big prizes
including FREE registration to an
upcoming AGA training event
View CPEs Earned
Visit httpsessions ats-leads comagapdt2018 and enter your badge number to view CPEs earned during PDT
Note Only CPEs earned from previous day(s) can be viewed
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VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
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MAIN
VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
MAINENTRANCE
Stop by PDT 2019 Booth 102
Relax RechargeGet a free massage
46 AGACGFM | PDT18
Exhibit Hall Floor Plan
Exhibitors by Booth Number
Company Name Booth
Infor 100 Bureau of the Fiscal Service 101Audimation Services 104American Society of Military Comptrollers 106Kearney Photo Booth 107Graduate School 108 Sehlke Consulting LLC 200Guidehouse 201Kforce Government Solutions Inc 202mLINQS LLC 203RSM US LLP 207GrantSolutions 209ACL Services Ltd 300Williams Adley 301CohnReznick Government 302AOC Solutions 303CGI Federal 306Virtual Experience with Accenture 307Savantage Solutions 308TeraThink Corporation 400Lynch Consultants LLC 401Interior Business Center 402GEHA 403
Company Name Booth
IFAS LLC 407TFC Consulting Inc 409Grant Thornton LLP 500RMA Associates LLC 501Castro amp Company LLC 503KPMG LLP 506AGA Community Service amp Silent Auction 507Kearney amp Company 600EY 601AGA 607J P Morgan 701FI Consulting 703CliftonLarsonAllen LLP 706MorganFranklin Consulting 707Becker Professional Education 709Management Concepts 800Qlik Tech Inc 801U S Army Financial Management Command 802The MIL Corporation 805Immersion Consulting 806Automation Anywhere 809
ACL Services LtdBOOTH 300wwwaclcom
ACL is a global software company with innovative solutions for public sector professionals to keep processes in check and provide higher levels of assurance through team-based analytic approaches ACLrsquos platform has helped over 250 government offices globally to bolster compliance manage risks and assure effective governance Learn more at our booth and wwwaclcom
AGABOOTH 607wwwagacgfmorg
AGA is the member organization for government financial management professionals We lead and encourage change that benefits our field and all citizens Our networking events professional certification publications and ongoing education help members build skills and advance their careers Learn about our thought-leadership library online tools CGFM designation and more
AGA PDT 2018 | ORLANDO 47
Exhibitor Appreciation AGA Corporate Partner
AGA Community Service amp Silent AuctionBOOTH 507
Buy tickets and bid for great prizes in our silent auction including gift certificates gift baskets sports memorabilia vacations and more Proceeds support AGArsquos National Community Service Fund the American Cancer Society the American Heart Association the Humane Society and Habitat for Humanity Winners posted daily present the winning ticket to claim your prize
AGA New Orleans ChapterBACK OF EXHIBIT HALLwwwagacgfmorgneworleans
Stop by our booth to learn more about New Orleans and plan your trip to PDT 2019 scheduled for July 21ndash24 2019 You might win a free PDT 2019 registration
American Society of Military Comptrollers BOOTH 106wwwasmconlineorg
ASMC is the non-profit educational and professional organization for persons military and civilian in the overall field of military comptrollership ASMC promotes the education and training of its members and supports the development and advancement of the military comptrollership profession The society provides professional programs to keep members abreast of current issues and encour-ages the exchange of information techniques and approaches
AOC SolutionsBOOTH 303wwwaocfederalsolutionscom
AOC Solutions Inc is a Service-Disabled Veteran-Owned Business providing financial management federal accounting audit readiness support and technology services AOC thought leaders are dedicated to helping agencies identify better ways to analyze accounting and financial data for cost reduction and increased efficiency
Audimation ServicesBOOTH 104wwwaudimationcom
Audimation Services Inc is the US distributor of CaseWare IDEAreg a powerful user-friendly data analytics software tool designed to help profes-sionals extend auditing capabilities detect fraud and meet documentation standards We specialize in helping organizations streamline audits simplify data acquisition and improve business processes
Automation Anywhere BOOTH 809
See write-up on page 42
Becker Professional EducationBOOTH 709wwwbeckercom
Do you need CPE for CGFMreg CPA or the new DoD FM Certification Come ask about our Government Family Offer Nearly half a million professionals have advanced their careers through our CPE programs including CPA Exam Review PMPreg Exam Review Cybersecurity Six Sigma and more And be sure to check out our new program for Certified Anti-Money Laundering Specialists (CAMS)
Bureau of the Fiscal ServiceBOOTH 101wwwfiscaltreasurygov
The Bureau of the Fiscal Service serves as a catalyst for transforming the way the federal government manages finances and delivers shared services Our passion is improving financial management and shared service delivery through efficient and effective operations and through guidance and assistance to others
48 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Castro amp Company LLCBOOTH 503www castroco com
Headquartered in Washington DC Castro amp Company is an audit advisory and accounting services CPA firm with a strong federal customer focus We are a Minority-Owned Small Business offering the personalized services of a small firm with the full resources and quality expected from a larger CPA firm
CGI FederalBOOTH 306
See write-up on page 38
CliftonLarsonAllen LLPBOOTH 706
See write-up on page 39
CohnReznick GovernmentBOOTH 302www cohnreznick com
CohnReznick Government provides audit accounting and financial management compliance risk and integrity monitoring program and project management and disaster response and recovery Our comprehensive project management approach provides clients with reliable processes and delivers accounting insights to help government organizations improve communication administer fiscal and operational strategies and meet compliance requirements
EYBOOTH 601
See write-up on page 39
FI ConsultingBOOTH 703www ficonsulting com
FI Consulting develops effective practical solutions to help federal agencies achieve their missions while operating efficiently managing risk and adapting to a changing policy environment We apply our core strengths in Data Analytics Modeling and Technology to gain program performance insight manage risk improve operations and better deliver mission
GEHABOOTH 403www geha com
GEHA provides medical and dental plans through the FEHB and FEDVIP programs for more than 18 million federal employees retirees and their families GEHA members receive year-round vision and hearing benefits plus other discounts For more information please stop by our booth or visit gehacom and gehadentalcom
Graduate SchoolBOOTH 108www graduateschool edu
Graduate School USA provides a wide range of learning opportunities in formats accessible to adult learners everywhere through training continuing education courses executive and leadership development and credit offerings For professionals in the government auditing and financial management community we offer a comprehensive curriculum taught by leading practitioners
Grant Thornton LLPBOOTH 500
See write-up on page 38
AGA PDT 2018 | ORLANDO 49
GrantSolutionsBOOTH 209www grantsolutions gov
GrantSolutions supports Federal agencies throughout the grants lifecycle mdash from pre-award planning through application award and closeout Our service finds solutions for shared mission needs across agencies while incorporating unique business and regulatory processes for grant programs GrantSolutions is an OMB-selected grants business leader providing end-to-end innovative grants management services dedicated to advancing the mission of Federal agencies
GuidehouseBOOTH 201
See write-up on page 40
IFAS LLCBOOTH 407www ifas-llc com
IFAS is an 8(a) Service-Disabled Veteran-Owned Small Business Woman-Owned Small Disadvan-taged Business providing Program Management Business and Finance Operations Integrated Logistics and IT Support Services to meet specific needs of our clients We provide geographically dispersed support available when and where you need us
Immersion ConsultingBOOTH 806www immersioninc com
Immersion Consulting a Service-Disabled Veteran-Owned Small Business headquartered in Annapolis Md provides business management and technology consulting to government nonprofit and commercial clients Founded in 2004 we specialize in program management financial management technology services and training Our mission provide clients with actionable business solutions that yield sustainable results
InforBOOTH 100www infor com
Infor Public Sector solutions streamline financial management across multiple systems With more than 25 years of public sector experience Infor helps you meet organization demands including budget and audit readiness performance management and financial control with flexible solution deployment options to help you operate more quickly and efficiently
Interior Business CenterBOOTH 402www doi govibc
The Interior Business Center one of several OMB-approved interagency shared-service providers offers acquisition financial manage-ment and HR under a fee-for-service full cost recovery business model By assisting multiple federal organizations IBC can leverage resources to share economies and efficiencies with external customers and our parent agency the US Department of the Interior
JP MorganBOOTH 701
See write-up on page 41
Kearney amp CompanyBOOTH 600
See write-up on page 40
Kforce Governnment Solutions IncBOOTH 202www kforcegov com
Kforce Government Solutions Inc (KGS) provides management and technology solutions to Federal Government and State and local agencies We deliver customized solutions across financial management organizational transformation and IT to solve our clientsrsquo most complex mission and business challenges KGS also offers the innovative TraumaFXreg line of medical training manikins
50 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
KPMG LLPBOOTH 506
See write-up on page 40
Lynch Consultants LLCBOOTH 401www lynchconsultants com
Lynch Consultants provides strategic financial and program advisory and assistance services to the federal government We partner with clients to deliver project management services financial and business support and strategic policy solutions for complex government programs Clients include numerous federal departments including DoD Navy Army VA HHS and HUD
Management ConceptsBOOTH 800www managementconcepts com
Management Concepts is a leading provider of professional development performance improve-ment and talent management solutions for the public sector Since 1973 we have collaborated with the federal government state and local offices non-profit organizations universities and corporations to enhance the performance of teams and organizations Follow us on Twitter Mgmt_Concepts
The MIL CorporationBOOTH 805www milcorp com
The MIL Corporation has grown steadily for 36 years and remains dedicated to excellence service and support across our four major service areas financial management and systems support information technology cyber security and systems and C4 engineering For more information please visit us at wwwmilcorpcom or on Facebook at httptinyurlcomFacebookMIL
mLINQS LLCBOOTH 203www mLINQS net
mLINQS a Service-Disabled Veteran-Owned Small Business founded in 2003 provides the govern-mentrsquos leading employee relocation management system and E-Gov travel (ETS2) consulting services Since 2004 mLINQS relocation system has automated relocations and tracked expenses for more than 30 agencies
MorganFranklin ConsultingBOOTH 707www morganfranklin com
MorganFranklin Consulting headquartered in McLean Va provides business consulting and technology solutions to public companies fast-growing private companies and US govern-ment agencies Third-party customer satisfaction surveys highlight the companyrsquos reputation for being hands-on flexible and skilled at bringing diverse groups together to complete projects on time and within budget
Qlik Tech IncBOOTH 801www qlik com
Qlikreg is the leading data analytics platform and the pioneer of user-driven business intelligence Its portfolio of cloud-based and on-premise solutions meets customersrsquo growing needs from reporting and self-service visual analysis to guided embedded and custom analytics regardless of where data is located
RMA Associates LLCBOOTH 501www rmafed com
RMA an SBA Certified 8(a) Small Business located in the Washington DC metropolitan area specializes in audit consulting and advisory
AGA PDT 2018 | ORLANDO 51
RSM US LLPBOOTH 207
See write-up on page 42
Savantage SolutionsBOOTH 308www savantage net
Savantage Solutions a CMMIreg Level 3 Rated and ISO 90012008 certified company is a leading provider of software development business consulting and program management support services One of only five vendors of financial management systems certified for federal use Savantage takes pride in its service excellence
Sehlke Consulting LLCBOOTH 200www sehlkeconsulting com
Founded in 2011 Sehlke Consulting is a Service-Disabled Veteran-Owned Small Business and Historically Underutilized Business Zone (HUBZone) firm based in Arlington Va We provide comprehensive leading solutions in Financial Management Acquisition Management Logistics and Supply Chain Management and National Security amp Defense Programs
TeraThink CorporationBOOTH 400www terathink com
TeraThink takes pride in the outstanding reputation we have earned over the past 15 years for delivering superior results to federal customers With expertise in agile development enterprise application technologies financial services and cloud solutions our delivery platform brings exceptional scale and value to support customersrsquo transformation business automation and mission-related goals Visit our booth and wwwTeraThinkcom for more information
TFC Consulting IncBOOTH 409www tfcci net
A licensed CPA firm Small Disadvantaged Business and ISO 9001_2015-certified enterprise TFC is the trusted partner of federal agencies facing complex financial management challenges Now celebrating 15 years of success and excellence in assisting clients TFC develops and implements comprehensive solutions to improve financial management environments and achieve operational efficiency
US Army Financial Management CommandBOOTH 802www facebook comUSAFMCOM
US Army Financial Management Command is responsible for the delivery of Army-wide Financial Management (FM) functions including Enterprise Resource Planning systems support audit and compliance support financial operations support and ERP business process standardization support and for providing operational oversight of Army field FM activities
Williams AdleyBOOTH 301
See write-up on page 43
Note The contents of this exhibitor list were compiled from information supplied by exhibitors While every effort has been made to ensure contents are correct AGA is unable to accept liability for errors or omissions or for any claims made by exhibitors
52 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AGA PDT 2018 | ORLANDO 53
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AIG Assistant Inspector GeneralAssoc AssociateAsst AssistantBus BusinessCEO Chief Executive OfficerCFO Chief Financial OfficerCIO Chief Information OfficerCo CountyComm CommitteeCOO Chief Operating OfficerCPAG Corporate Partner Advisory GroupDep DeputyDept DepartmentDev DevelopmentDir DirectorDiv DivisionEduc EducationERM Enterprise Risk ManagementExec ExecutiveFed FederalFM Financial ManagementGM General Manager Govt Government
Fields of Study See page 4 for list of Fields of Study
AOC Architect of the CapitolAOUSC Administrative Office of the
US CourtsCommerce US Department of CommerceDHHS US Department of Health
and Human ServicesDHS US Department of
Homeland SecurityDLA Defense Logistics AgencyDoD US Department of DefenseDoE US Department of EnergyDOI US Department of the InteriorDOJ US Department of JusticeDoS US Department of StateFASAB Federal Accounting Standards
Advisory BoardFiscal Service Bureau of the Fiscal ServiceFIT Office of Financial Innovation
and TransformationFMSB Financial Management Standards
BoardFTA Federal Transit Administration
HR Human ResourcesIG Inspector GeneralIT Information TechnologyMgmt ManagementMgr ManagerNatrsquol NationalOfc OfficePNP AGA Past National
PresidentPNT AGA Past National
TreasurerRPA Robotic Process
AutomationRVP Regional Vice PresidentSecrsquoy SecretarySME Subject Matter Expert Sr SeniorSvc ServiceSVP Senior Vice PresidentTech TechnicalUniv UniversityVP Vice President
GAO Government Accountability OfficeGASB Government Accounting Standards
BoardGSA US General Services
AdministrationHUD US Department of Housing
and Urban DevelopmentIRS Internal Revenue ServiceNASA National Aeronautics and Space
AdministrationNSF National Science FoundationOCFO Office of the Chief Financial OfficerOIG Office of Inspector GeneralOMB Office of Management and BudgetSBA Small Business AdministrationTreasury US Department of the TreasuryUSAID US Agency for International
DevelopmentUSDA US Department of AgricultureUSPTO US Patent and Trademark OfficeVA US Department of
Veteran Affairs
54 AGACGFM | PDT18
Glossary
MAIN CONVENTION CENTERSINGLE-LEVEL
REGISTRATION
CYBER LOUNGE
EX
HIB
IT H
ALL
PLENARY S
ESSIO
NS
AGA PDT 2018 | ORLANDO 55
Convention Center Floor Plans
圀䔀 䰀䤀匀吀䔀一 簀 圀䔀 䤀一一伀嘀䄀吀䔀 簀 圀䔀 䐀䔀䰀䤀嘀䔀刀
吀愀猀栀甀 吀爀椀瘀攀搀椀Ⰰ 倀爀攀猀椀搀攀渀琀䌀䔀伀 㜀㤀㐀 漀爀 琀琀爀椀瘀攀搀椀䀀琀昀挀挀椀渀攀琀
嘀椀猀椀琀 漀甀爀 眀攀戀猀椀琀攀 愀琀 眀眀眀琀昀挀挀椀渀攀琀
䘀漀爀 洀漀爀攀 椀渀昀漀爀洀愀琀椀漀渀 挀漀渀琀愀挀琀 吀䘀䌀
椀猀 琀栀攀 琀爀甀猀琀攀搀 瀀愀爀琀渀攀爀 昀漀爀 昀攀搀攀爀愀氀 愀最攀渀挀椀攀猀 琀栀愀琀愀爀攀 昀愀挀椀渀最 挀漀洀瀀氀攀砀 ǻ渀愀渀挀椀愀氀 洀愀渀愀最攀洀攀渀琀 挀栀愀氀氀攀渀最攀猀
吀䘀䌀 䌀漀渀猀甀氀琀椀渀最 䤀渀挀
뜀뜀
뜀뜀뜀뜀
䔀渀琀攀爀瀀爀椀猀攀 刀椀猀欀 䤀渀琀攀爀渀愀氀䌀漀渀琀爀漀氀猀 䄀搀瘀椀猀漀爀礀䤀洀瀀爀漀瀀攀爀 倀愀礀洀攀渀琀猀䴀攀愀猀甀爀攀洀攀渀琀 刀攀洀攀搀椀愀琀椀漀渀䘀椀渀愀渀挀椀愀氀 刀攀瀀漀爀琀椀渀最 䄀䄀挀挀漀甀渀琀椀渀最 伀瀀攀爀愀琀椀漀渀猀䘀椀渀愀渀挀椀愀氀 匀琀愀琀攀洀攀渀琀 䌀漀洀瀀氀椀愀渀挀攀 䄀甀搀椀琀䐀愀琀愀 䄀渀愀氀礀琀椀挀猀 伀瀀琀椀洀椀稀愀琀椀漀渀䤀吀 匀攀挀甀爀椀琀礀 刀攀瘀椀攀眀 䄀猀猀攀猀猀洀攀渀琀
伀甀爀 瘀愀氀甀攀ⴀ愀搀搀攀搀 猀攀爀瘀椀挀攀猀㨀
圀栀愀琀猀 礀漀甀爀 渀攀砀琀 洀漀瘀攀㼀
䴀愀渀礀 瀀愀琀栀猀Ⰰ 漀渀攀 挀漀爀爀攀挀琀 爀漀甀琀攀 䘀漀氀氀漀眀 吀䘀䌀 愀氀漀渀最 琀栀攀 爀漀甀琀攀 琀漀 猀甀挀挀攀猀猀 䘀椀爀猀琀 琀栀愀琀 挀漀爀爀攀挀琀氀礀
挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀
GOLD SPONSORS (continued)
CORPORATE PARTNERSMALL BUSINESS COMMITTEE
CPAG Small Business CommitteeTUESDAY LUNCHEON
Dedicated members of AGArsquos Small Business Committee are proud to sponsor the 2018 PDT Tuesday Awards Luncheon Thank you to 2nd Wave Castro amp Co Immersion RMA Associates TFC Consulting Trilogy Federal and Watkins Government Services
Get Inspired During PDTthen submit your best practices to the Journal of Government Financial Management by Sept 1 2018
Learn more and view the 2018ndash2019 editorial calendar at wwwagacgfmorgjournal
SILVER SPONSORS
JP MorganTUESDAY BREAKFAST
Denise PetittaExec DirDenisePetittajpmorgancomwwwjpmorgancom
JP Morgan is a premier corporate and investment bank with a full suite of global financial services and capabilities Our clients include the worldrsquos most important corporations governments financial institutions pensions sovereign wealth organizations states and municipalities we offer strategic advice and deliver banking services in more than 100 countries
AGA PDT 2018 | ORLANDO 41
SILVER SPONSORS (continued)
RSM US LLPPDT APP amp WIFI
Mary GoldsmithFed Bus Dev Dirmarygoldsmithrsmuscomwwwrsmuscom
RSM US LLP provides risk financial and technology management consulting services to the public sector We are an inclusive enterprise and support AGA CPAG and Womenrsquos forum We help federal state and local entities improve performance through a comprehensive understanding of their business models internal processes objectives and daily realities
BRASS SPONSORS
Automation AnywhereSTANDING SIGN
Sharon OrsquoNeillHead of Americas Field Marketingsharononeillautomationanywherecom wwwautomationanywherecom
Automation Anywhere is the global leader in enterprise-grade comprehensive Robotic Process Automation software including Cognitive and real-time analytics Over 1000 of the worldrsquos largest brands use our platform to create and manage their Digital Workforce and scale their business processes faster with near-zero error rates while dramatically reducing operational costs
Crowe LLPTUESDAY AM COFFEE BREAK
Bert NeuhringRisk Consulting Partnerbertnuehringcrowecomwwwcrowecom
Crowe LLP is a public accounting consulting and technology firm with offices around the world Crowe uses its deep industry expertise to provide audit services to public and private entities The firm and its subsidiaries also help clients make smart decisions that lead to lasting value with its tax advisory risk and performance services
42 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
BRASS SPONSORS (continued)
MastercardMONDAY AFTERNOON COFFEE BREAK
MariBeth McCarthyVP Bus Leadermaribeth_mccarthymastercardcomwwwmastercardcom
Mastercard (NYSE MA) is a technology company in the global payments industry We operate the worldrsquos fastest payments-processing network connecting consumers financial institutions merchants governments and businesses in more than 210 countries and territories Mastercardrsquos products and solutions make everyday commerce activities easier more secure and more efficient for everyone
PNC BankDIRECTIONAL SIGNAGE
Lauren GradwellAccount MgrLaurengradwellpnccomwwwpnccomideas
PNC is one of the nationrsquos largest financial services organizations providing retail and business banking residential mortgage banking specialized services for corporations and government entities including corporate banking treasury management real estate finance asset-based lending wealth management and asset management We are focused on delivering ideas insight and solutions to our clients to help them maximize the value of their business
Williams AdleyMONDAY MORNING COFFEE BREAK
Melinda BuckBus Dev Leadmbuckwilliamsadleycomwwwwilliamsadleycom
Williams Adley is one of the countryrsquos premier certified public accounting and management consulting firms Our diverse knowledge backgrounds and subject-matter expertise help a wide variety of government agencies and businesses achieve their financial program and information technology goals
AGA PDT 2018 | ORLANDO 43
MEDIA SPONSORS
Government Matters
John Meyer Managing DirjmeyerGovMatterstv wwwGovMatterstv
Government Matters is a television news program dedicated to providing non-partisan information and analysis to federal managers contractors and those supporting the federal marketplace The program airs weeknights in Washington DC on NewsChannel 8 Sunday Mornings on ABC 7 and worldwide on the American Forces Network (AFN)
GOVERNING
Meg Keller Dir of Marketingmkellergoverningcomwwwgoverningcom
For 25 years GOVERNING has been the only publication dedicated to providing the information insight and inspiration state and local leaders need to govern effectively Subscriptions for most state and local government professionals are free as is attendance at most GOVERNING events
Route Fifty
Hilery Sirpis Publisherhsirpisgovexeccomwwwroutefiftycom
Route Fifty a new digital publication and events brand from Atlantic Mediarsquos Government Executive Media Group connects leaders and ideas advancing state and local governments with news insight and resources It facilitates sharing of best practices and ideas among those creating government programs policies and institutions for the 21st century
44 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Play AGArsquos Exhibitor Hunt and win big prizes
including FREE registration to an
upcoming AGA training event
View CPEs Earned
Visit httpsessions ats-leads comagapdt2018 and enter your badge number to view CPEs earned during PDT
Note Only CPEs earned from previous day(s) can be viewed
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VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
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MAIN
VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
MAINENTRANCE
Stop by PDT 2019 Booth 102
Relax RechargeGet a free massage
46 AGACGFM | PDT18
Exhibit Hall Floor Plan
Exhibitors by Booth Number
Company Name Booth
Infor 100 Bureau of the Fiscal Service 101Audimation Services 104American Society of Military Comptrollers 106Kearney Photo Booth 107Graduate School 108 Sehlke Consulting LLC 200Guidehouse 201Kforce Government Solutions Inc 202mLINQS LLC 203RSM US LLP 207GrantSolutions 209ACL Services Ltd 300Williams Adley 301CohnReznick Government 302AOC Solutions 303CGI Federal 306Virtual Experience with Accenture 307Savantage Solutions 308TeraThink Corporation 400Lynch Consultants LLC 401Interior Business Center 402GEHA 403
Company Name Booth
IFAS LLC 407TFC Consulting Inc 409Grant Thornton LLP 500RMA Associates LLC 501Castro amp Company LLC 503KPMG LLP 506AGA Community Service amp Silent Auction 507Kearney amp Company 600EY 601AGA 607J P Morgan 701FI Consulting 703CliftonLarsonAllen LLP 706MorganFranklin Consulting 707Becker Professional Education 709Management Concepts 800Qlik Tech Inc 801U S Army Financial Management Command 802The MIL Corporation 805Immersion Consulting 806Automation Anywhere 809
ACL Services LtdBOOTH 300wwwaclcom
ACL is a global software company with innovative solutions for public sector professionals to keep processes in check and provide higher levels of assurance through team-based analytic approaches ACLrsquos platform has helped over 250 government offices globally to bolster compliance manage risks and assure effective governance Learn more at our booth and wwwaclcom
AGABOOTH 607wwwagacgfmorg
AGA is the member organization for government financial management professionals We lead and encourage change that benefits our field and all citizens Our networking events professional certification publications and ongoing education help members build skills and advance their careers Learn about our thought-leadership library online tools CGFM designation and more
AGA PDT 2018 | ORLANDO 47
Exhibitor Appreciation AGA Corporate Partner
AGA Community Service amp Silent AuctionBOOTH 507
Buy tickets and bid for great prizes in our silent auction including gift certificates gift baskets sports memorabilia vacations and more Proceeds support AGArsquos National Community Service Fund the American Cancer Society the American Heart Association the Humane Society and Habitat for Humanity Winners posted daily present the winning ticket to claim your prize
AGA New Orleans ChapterBACK OF EXHIBIT HALLwwwagacgfmorgneworleans
Stop by our booth to learn more about New Orleans and plan your trip to PDT 2019 scheduled for July 21ndash24 2019 You might win a free PDT 2019 registration
American Society of Military Comptrollers BOOTH 106wwwasmconlineorg
ASMC is the non-profit educational and professional organization for persons military and civilian in the overall field of military comptrollership ASMC promotes the education and training of its members and supports the development and advancement of the military comptrollership profession The society provides professional programs to keep members abreast of current issues and encour-ages the exchange of information techniques and approaches
AOC SolutionsBOOTH 303wwwaocfederalsolutionscom
AOC Solutions Inc is a Service-Disabled Veteran-Owned Business providing financial management federal accounting audit readiness support and technology services AOC thought leaders are dedicated to helping agencies identify better ways to analyze accounting and financial data for cost reduction and increased efficiency
Audimation ServicesBOOTH 104wwwaudimationcom
Audimation Services Inc is the US distributor of CaseWare IDEAreg a powerful user-friendly data analytics software tool designed to help profes-sionals extend auditing capabilities detect fraud and meet documentation standards We specialize in helping organizations streamline audits simplify data acquisition and improve business processes
Automation Anywhere BOOTH 809
See write-up on page 42
Becker Professional EducationBOOTH 709wwwbeckercom
Do you need CPE for CGFMreg CPA or the new DoD FM Certification Come ask about our Government Family Offer Nearly half a million professionals have advanced their careers through our CPE programs including CPA Exam Review PMPreg Exam Review Cybersecurity Six Sigma and more And be sure to check out our new program for Certified Anti-Money Laundering Specialists (CAMS)
Bureau of the Fiscal ServiceBOOTH 101wwwfiscaltreasurygov
The Bureau of the Fiscal Service serves as a catalyst for transforming the way the federal government manages finances and delivers shared services Our passion is improving financial management and shared service delivery through efficient and effective operations and through guidance and assistance to others
48 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Castro amp Company LLCBOOTH 503www castroco com
Headquartered in Washington DC Castro amp Company is an audit advisory and accounting services CPA firm with a strong federal customer focus We are a Minority-Owned Small Business offering the personalized services of a small firm with the full resources and quality expected from a larger CPA firm
CGI FederalBOOTH 306
See write-up on page 38
CliftonLarsonAllen LLPBOOTH 706
See write-up on page 39
CohnReznick GovernmentBOOTH 302www cohnreznick com
CohnReznick Government provides audit accounting and financial management compliance risk and integrity monitoring program and project management and disaster response and recovery Our comprehensive project management approach provides clients with reliable processes and delivers accounting insights to help government organizations improve communication administer fiscal and operational strategies and meet compliance requirements
EYBOOTH 601
See write-up on page 39
FI ConsultingBOOTH 703www ficonsulting com
FI Consulting develops effective practical solutions to help federal agencies achieve their missions while operating efficiently managing risk and adapting to a changing policy environment We apply our core strengths in Data Analytics Modeling and Technology to gain program performance insight manage risk improve operations and better deliver mission
GEHABOOTH 403www geha com
GEHA provides medical and dental plans through the FEHB and FEDVIP programs for more than 18 million federal employees retirees and their families GEHA members receive year-round vision and hearing benefits plus other discounts For more information please stop by our booth or visit gehacom and gehadentalcom
Graduate SchoolBOOTH 108www graduateschool edu
Graduate School USA provides a wide range of learning opportunities in formats accessible to adult learners everywhere through training continuing education courses executive and leadership development and credit offerings For professionals in the government auditing and financial management community we offer a comprehensive curriculum taught by leading practitioners
Grant Thornton LLPBOOTH 500
See write-up on page 38
AGA PDT 2018 | ORLANDO 49
GrantSolutionsBOOTH 209www grantsolutions gov
GrantSolutions supports Federal agencies throughout the grants lifecycle mdash from pre-award planning through application award and closeout Our service finds solutions for shared mission needs across agencies while incorporating unique business and regulatory processes for grant programs GrantSolutions is an OMB-selected grants business leader providing end-to-end innovative grants management services dedicated to advancing the mission of Federal agencies
GuidehouseBOOTH 201
See write-up on page 40
IFAS LLCBOOTH 407www ifas-llc com
IFAS is an 8(a) Service-Disabled Veteran-Owned Small Business Woman-Owned Small Disadvan-taged Business providing Program Management Business and Finance Operations Integrated Logistics and IT Support Services to meet specific needs of our clients We provide geographically dispersed support available when and where you need us
Immersion ConsultingBOOTH 806www immersioninc com
Immersion Consulting a Service-Disabled Veteran-Owned Small Business headquartered in Annapolis Md provides business management and technology consulting to government nonprofit and commercial clients Founded in 2004 we specialize in program management financial management technology services and training Our mission provide clients with actionable business solutions that yield sustainable results
InforBOOTH 100www infor com
Infor Public Sector solutions streamline financial management across multiple systems With more than 25 years of public sector experience Infor helps you meet organization demands including budget and audit readiness performance management and financial control with flexible solution deployment options to help you operate more quickly and efficiently
Interior Business CenterBOOTH 402www doi govibc
The Interior Business Center one of several OMB-approved interagency shared-service providers offers acquisition financial manage-ment and HR under a fee-for-service full cost recovery business model By assisting multiple federal organizations IBC can leverage resources to share economies and efficiencies with external customers and our parent agency the US Department of the Interior
JP MorganBOOTH 701
See write-up on page 41
Kearney amp CompanyBOOTH 600
See write-up on page 40
Kforce Governnment Solutions IncBOOTH 202www kforcegov com
Kforce Government Solutions Inc (KGS) provides management and technology solutions to Federal Government and State and local agencies We deliver customized solutions across financial management organizational transformation and IT to solve our clientsrsquo most complex mission and business challenges KGS also offers the innovative TraumaFXreg line of medical training manikins
50 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
KPMG LLPBOOTH 506
See write-up on page 40
Lynch Consultants LLCBOOTH 401www lynchconsultants com
Lynch Consultants provides strategic financial and program advisory and assistance services to the federal government We partner with clients to deliver project management services financial and business support and strategic policy solutions for complex government programs Clients include numerous federal departments including DoD Navy Army VA HHS and HUD
Management ConceptsBOOTH 800www managementconcepts com
Management Concepts is a leading provider of professional development performance improve-ment and talent management solutions for the public sector Since 1973 we have collaborated with the federal government state and local offices non-profit organizations universities and corporations to enhance the performance of teams and organizations Follow us on Twitter Mgmt_Concepts
The MIL CorporationBOOTH 805www milcorp com
The MIL Corporation has grown steadily for 36 years and remains dedicated to excellence service and support across our four major service areas financial management and systems support information technology cyber security and systems and C4 engineering For more information please visit us at wwwmilcorpcom or on Facebook at httptinyurlcomFacebookMIL
mLINQS LLCBOOTH 203www mLINQS net
mLINQS a Service-Disabled Veteran-Owned Small Business founded in 2003 provides the govern-mentrsquos leading employee relocation management system and E-Gov travel (ETS2) consulting services Since 2004 mLINQS relocation system has automated relocations and tracked expenses for more than 30 agencies
MorganFranklin ConsultingBOOTH 707www morganfranklin com
MorganFranklin Consulting headquartered in McLean Va provides business consulting and technology solutions to public companies fast-growing private companies and US govern-ment agencies Third-party customer satisfaction surveys highlight the companyrsquos reputation for being hands-on flexible and skilled at bringing diverse groups together to complete projects on time and within budget
Qlik Tech IncBOOTH 801www qlik com
Qlikreg is the leading data analytics platform and the pioneer of user-driven business intelligence Its portfolio of cloud-based and on-premise solutions meets customersrsquo growing needs from reporting and self-service visual analysis to guided embedded and custom analytics regardless of where data is located
RMA Associates LLCBOOTH 501www rmafed com
RMA an SBA Certified 8(a) Small Business located in the Washington DC metropolitan area specializes in audit consulting and advisory
AGA PDT 2018 | ORLANDO 51
RSM US LLPBOOTH 207
See write-up on page 42
Savantage SolutionsBOOTH 308www savantage net
Savantage Solutions a CMMIreg Level 3 Rated and ISO 90012008 certified company is a leading provider of software development business consulting and program management support services One of only five vendors of financial management systems certified for federal use Savantage takes pride in its service excellence
Sehlke Consulting LLCBOOTH 200www sehlkeconsulting com
Founded in 2011 Sehlke Consulting is a Service-Disabled Veteran-Owned Small Business and Historically Underutilized Business Zone (HUBZone) firm based in Arlington Va We provide comprehensive leading solutions in Financial Management Acquisition Management Logistics and Supply Chain Management and National Security amp Defense Programs
TeraThink CorporationBOOTH 400www terathink com
TeraThink takes pride in the outstanding reputation we have earned over the past 15 years for delivering superior results to federal customers With expertise in agile development enterprise application technologies financial services and cloud solutions our delivery platform brings exceptional scale and value to support customersrsquo transformation business automation and mission-related goals Visit our booth and wwwTeraThinkcom for more information
TFC Consulting IncBOOTH 409www tfcci net
A licensed CPA firm Small Disadvantaged Business and ISO 9001_2015-certified enterprise TFC is the trusted partner of federal agencies facing complex financial management challenges Now celebrating 15 years of success and excellence in assisting clients TFC develops and implements comprehensive solutions to improve financial management environments and achieve operational efficiency
US Army Financial Management CommandBOOTH 802www facebook comUSAFMCOM
US Army Financial Management Command is responsible for the delivery of Army-wide Financial Management (FM) functions including Enterprise Resource Planning systems support audit and compliance support financial operations support and ERP business process standardization support and for providing operational oversight of Army field FM activities
Williams AdleyBOOTH 301
See write-up on page 43
Note The contents of this exhibitor list were compiled from information supplied by exhibitors While every effort has been made to ensure contents are correct AGA is unable to accept liability for errors or omissions or for any claims made by exhibitors
52 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AGA PDT 2018 | ORLANDO 53
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AIG Assistant Inspector GeneralAssoc AssociateAsst AssistantBus BusinessCEO Chief Executive OfficerCFO Chief Financial OfficerCIO Chief Information OfficerCo CountyComm CommitteeCOO Chief Operating OfficerCPAG Corporate Partner Advisory GroupDep DeputyDept DepartmentDev DevelopmentDir DirectorDiv DivisionEduc EducationERM Enterprise Risk ManagementExec ExecutiveFed FederalFM Financial ManagementGM General Manager Govt Government
Fields of Study See page 4 for list of Fields of Study
AOC Architect of the CapitolAOUSC Administrative Office of the
US CourtsCommerce US Department of CommerceDHHS US Department of Health
and Human ServicesDHS US Department of
Homeland SecurityDLA Defense Logistics AgencyDoD US Department of DefenseDoE US Department of EnergyDOI US Department of the InteriorDOJ US Department of JusticeDoS US Department of StateFASAB Federal Accounting Standards
Advisory BoardFiscal Service Bureau of the Fiscal ServiceFIT Office of Financial Innovation
and TransformationFMSB Financial Management Standards
BoardFTA Federal Transit Administration
HR Human ResourcesIG Inspector GeneralIT Information TechnologyMgmt ManagementMgr ManagerNatrsquol NationalOfc OfficePNP AGA Past National
PresidentPNT AGA Past National
TreasurerRPA Robotic Process
AutomationRVP Regional Vice PresidentSecrsquoy SecretarySME Subject Matter Expert Sr SeniorSvc ServiceSVP Senior Vice PresidentTech TechnicalUniv UniversityVP Vice President
GAO Government Accountability OfficeGASB Government Accounting Standards
BoardGSA US General Services
AdministrationHUD US Department of Housing
and Urban DevelopmentIRS Internal Revenue ServiceNASA National Aeronautics and Space
AdministrationNSF National Science FoundationOCFO Office of the Chief Financial OfficerOIG Office of Inspector GeneralOMB Office of Management and BudgetSBA Small Business AdministrationTreasury US Department of the TreasuryUSAID US Agency for International
DevelopmentUSDA US Department of AgricultureUSPTO US Patent and Trademark OfficeVA US Department of
Veteran Affairs
54 AGACGFM | PDT18
Glossary
MAIN CONVENTION CENTERSINGLE-LEVEL
REGISTRATION
CYBER LOUNGE
EX
HIB
IT H
ALL
PLENARY S
ESSIO
NS
AGA PDT 2018 | ORLANDO 55
Convention Center Floor Plans
圀䔀 䰀䤀匀吀䔀一 簀 圀䔀 䤀一一伀嘀䄀吀䔀 簀 圀䔀 䐀䔀䰀䤀嘀䔀刀
吀愀猀栀甀 吀爀椀瘀攀搀椀Ⰰ 倀爀攀猀椀搀攀渀琀䌀䔀伀 㜀㤀㐀 漀爀 琀琀爀椀瘀攀搀椀䀀琀昀挀挀椀渀攀琀
嘀椀猀椀琀 漀甀爀 眀攀戀猀椀琀攀 愀琀 眀眀眀琀昀挀挀椀渀攀琀
䘀漀爀 洀漀爀攀 椀渀昀漀爀洀愀琀椀漀渀 挀漀渀琀愀挀琀 吀䘀䌀
椀猀 琀栀攀 琀爀甀猀琀攀搀 瀀愀爀琀渀攀爀 昀漀爀 昀攀搀攀爀愀氀 愀最攀渀挀椀攀猀 琀栀愀琀愀爀攀 昀愀挀椀渀最 挀漀洀瀀氀攀砀 ǻ渀愀渀挀椀愀氀 洀愀渀愀最攀洀攀渀琀 挀栀愀氀氀攀渀最攀猀
吀䘀䌀 䌀漀渀猀甀氀琀椀渀最 䤀渀挀
뜀뜀
뜀뜀뜀뜀
䔀渀琀攀爀瀀爀椀猀攀 刀椀猀欀 䤀渀琀攀爀渀愀氀䌀漀渀琀爀漀氀猀 䄀搀瘀椀猀漀爀礀䤀洀瀀爀漀瀀攀爀 倀愀礀洀攀渀琀猀䴀攀愀猀甀爀攀洀攀渀琀 刀攀洀攀搀椀愀琀椀漀渀䘀椀渀愀渀挀椀愀氀 刀攀瀀漀爀琀椀渀最 䄀䄀挀挀漀甀渀琀椀渀最 伀瀀攀爀愀琀椀漀渀猀䘀椀渀愀渀挀椀愀氀 匀琀愀琀攀洀攀渀琀 䌀漀洀瀀氀椀愀渀挀攀 䄀甀搀椀琀䐀愀琀愀 䄀渀愀氀礀琀椀挀猀 伀瀀琀椀洀椀稀愀琀椀漀渀䤀吀 匀攀挀甀爀椀琀礀 刀攀瘀椀攀眀 䄀猀猀攀猀猀洀攀渀琀
伀甀爀 瘀愀氀甀攀ⴀ愀搀搀攀搀 猀攀爀瘀椀挀攀猀㨀
圀栀愀琀猀 礀漀甀爀 渀攀砀琀 洀漀瘀攀㼀
䴀愀渀礀 瀀愀琀栀猀Ⰰ 漀渀攀 挀漀爀爀攀挀琀 爀漀甀琀攀 䘀漀氀氀漀眀 吀䘀䌀 愀氀漀渀最 琀栀攀 爀漀甀琀攀 琀漀 猀甀挀挀攀猀猀 䘀椀爀猀琀 琀栀愀琀 挀漀爀爀攀挀琀氀礀
挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀
SILVER SPONSORS (continued)
RSM US LLPPDT APP amp WIFI
Mary GoldsmithFed Bus Dev Dirmarygoldsmithrsmuscomwwwrsmuscom
RSM US LLP provides risk financial and technology management consulting services to the public sector We are an inclusive enterprise and support AGA CPAG and Womenrsquos forum We help federal state and local entities improve performance through a comprehensive understanding of their business models internal processes objectives and daily realities
BRASS SPONSORS
Automation AnywhereSTANDING SIGN
Sharon OrsquoNeillHead of Americas Field Marketingsharononeillautomationanywherecom wwwautomationanywherecom
Automation Anywhere is the global leader in enterprise-grade comprehensive Robotic Process Automation software including Cognitive and real-time analytics Over 1000 of the worldrsquos largest brands use our platform to create and manage their Digital Workforce and scale their business processes faster with near-zero error rates while dramatically reducing operational costs
Crowe LLPTUESDAY AM COFFEE BREAK
Bert NeuhringRisk Consulting Partnerbertnuehringcrowecomwwwcrowecom
Crowe LLP is a public accounting consulting and technology firm with offices around the world Crowe uses its deep industry expertise to provide audit services to public and private entities The firm and its subsidiaries also help clients make smart decisions that lead to lasting value with its tax advisory risk and performance services
42 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
BRASS SPONSORS (continued)
MastercardMONDAY AFTERNOON COFFEE BREAK
MariBeth McCarthyVP Bus Leadermaribeth_mccarthymastercardcomwwwmastercardcom
Mastercard (NYSE MA) is a technology company in the global payments industry We operate the worldrsquos fastest payments-processing network connecting consumers financial institutions merchants governments and businesses in more than 210 countries and territories Mastercardrsquos products and solutions make everyday commerce activities easier more secure and more efficient for everyone
PNC BankDIRECTIONAL SIGNAGE
Lauren GradwellAccount MgrLaurengradwellpnccomwwwpnccomideas
PNC is one of the nationrsquos largest financial services organizations providing retail and business banking residential mortgage banking specialized services for corporations and government entities including corporate banking treasury management real estate finance asset-based lending wealth management and asset management We are focused on delivering ideas insight and solutions to our clients to help them maximize the value of their business
Williams AdleyMONDAY MORNING COFFEE BREAK
Melinda BuckBus Dev Leadmbuckwilliamsadleycomwwwwilliamsadleycom
Williams Adley is one of the countryrsquos premier certified public accounting and management consulting firms Our diverse knowledge backgrounds and subject-matter expertise help a wide variety of government agencies and businesses achieve their financial program and information technology goals
AGA PDT 2018 | ORLANDO 43
MEDIA SPONSORS
Government Matters
John Meyer Managing DirjmeyerGovMatterstv wwwGovMatterstv
Government Matters is a television news program dedicated to providing non-partisan information and analysis to federal managers contractors and those supporting the federal marketplace The program airs weeknights in Washington DC on NewsChannel 8 Sunday Mornings on ABC 7 and worldwide on the American Forces Network (AFN)
GOVERNING
Meg Keller Dir of Marketingmkellergoverningcomwwwgoverningcom
For 25 years GOVERNING has been the only publication dedicated to providing the information insight and inspiration state and local leaders need to govern effectively Subscriptions for most state and local government professionals are free as is attendance at most GOVERNING events
Route Fifty
Hilery Sirpis Publisherhsirpisgovexeccomwwwroutefiftycom
Route Fifty a new digital publication and events brand from Atlantic Mediarsquos Government Executive Media Group connects leaders and ideas advancing state and local governments with news insight and resources It facilitates sharing of best practices and ideas among those creating government programs policies and institutions for the 21st century
44 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Play AGArsquos Exhibitor Hunt and win big prizes
including FREE registration to an
upcoming AGA training event
View CPEs Earned
Visit httpsessions ats-leads comagapdt2018 and enter your badge number to view CPEs earned during PDT
Note Only CPEs earned from previous day(s) can be viewed
100
102
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108
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500 501
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706 701
703
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709
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802
806
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807
VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
100
102
106
108
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807
MAIN
VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
MAINENTRANCE
Stop by PDT 2019 Booth 102
Relax RechargeGet a free massage
46 AGACGFM | PDT18
Exhibit Hall Floor Plan
Exhibitors by Booth Number
Company Name Booth
Infor 100 Bureau of the Fiscal Service 101Audimation Services 104American Society of Military Comptrollers 106Kearney Photo Booth 107Graduate School 108 Sehlke Consulting LLC 200Guidehouse 201Kforce Government Solutions Inc 202mLINQS LLC 203RSM US LLP 207GrantSolutions 209ACL Services Ltd 300Williams Adley 301CohnReznick Government 302AOC Solutions 303CGI Federal 306Virtual Experience with Accenture 307Savantage Solutions 308TeraThink Corporation 400Lynch Consultants LLC 401Interior Business Center 402GEHA 403
Company Name Booth
IFAS LLC 407TFC Consulting Inc 409Grant Thornton LLP 500RMA Associates LLC 501Castro amp Company LLC 503KPMG LLP 506AGA Community Service amp Silent Auction 507Kearney amp Company 600EY 601AGA 607J P Morgan 701FI Consulting 703CliftonLarsonAllen LLP 706MorganFranklin Consulting 707Becker Professional Education 709Management Concepts 800Qlik Tech Inc 801U S Army Financial Management Command 802The MIL Corporation 805Immersion Consulting 806Automation Anywhere 809
ACL Services LtdBOOTH 300wwwaclcom
ACL is a global software company with innovative solutions for public sector professionals to keep processes in check and provide higher levels of assurance through team-based analytic approaches ACLrsquos platform has helped over 250 government offices globally to bolster compliance manage risks and assure effective governance Learn more at our booth and wwwaclcom
AGABOOTH 607wwwagacgfmorg
AGA is the member organization for government financial management professionals We lead and encourage change that benefits our field and all citizens Our networking events professional certification publications and ongoing education help members build skills and advance their careers Learn about our thought-leadership library online tools CGFM designation and more
AGA PDT 2018 | ORLANDO 47
Exhibitor Appreciation AGA Corporate Partner
AGA Community Service amp Silent AuctionBOOTH 507
Buy tickets and bid for great prizes in our silent auction including gift certificates gift baskets sports memorabilia vacations and more Proceeds support AGArsquos National Community Service Fund the American Cancer Society the American Heart Association the Humane Society and Habitat for Humanity Winners posted daily present the winning ticket to claim your prize
AGA New Orleans ChapterBACK OF EXHIBIT HALLwwwagacgfmorgneworleans
Stop by our booth to learn more about New Orleans and plan your trip to PDT 2019 scheduled for July 21ndash24 2019 You might win a free PDT 2019 registration
American Society of Military Comptrollers BOOTH 106wwwasmconlineorg
ASMC is the non-profit educational and professional organization for persons military and civilian in the overall field of military comptrollership ASMC promotes the education and training of its members and supports the development and advancement of the military comptrollership profession The society provides professional programs to keep members abreast of current issues and encour-ages the exchange of information techniques and approaches
AOC SolutionsBOOTH 303wwwaocfederalsolutionscom
AOC Solutions Inc is a Service-Disabled Veteran-Owned Business providing financial management federal accounting audit readiness support and technology services AOC thought leaders are dedicated to helping agencies identify better ways to analyze accounting and financial data for cost reduction and increased efficiency
Audimation ServicesBOOTH 104wwwaudimationcom
Audimation Services Inc is the US distributor of CaseWare IDEAreg a powerful user-friendly data analytics software tool designed to help profes-sionals extend auditing capabilities detect fraud and meet documentation standards We specialize in helping organizations streamline audits simplify data acquisition and improve business processes
Automation Anywhere BOOTH 809
See write-up on page 42
Becker Professional EducationBOOTH 709wwwbeckercom
Do you need CPE for CGFMreg CPA or the new DoD FM Certification Come ask about our Government Family Offer Nearly half a million professionals have advanced their careers through our CPE programs including CPA Exam Review PMPreg Exam Review Cybersecurity Six Sigma and more And be sure to check out our new program for Certified Anti-Money Laundering Specialists (CAMS)
Bureau of the Fiscal ServiceBOOTH 101wwwfiscaltreasurygov
The Bureau of the Fiscal Service serves as a catalyst for transforming the way the federal government manages finances and delivers shared services Our passion is improving financial management and shared service delivery through efficient and effective operations and through guidance and assistance to others
48 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Castro amp Company LLCBOOTH 503www castroco com
Headquartered in Washington DC Castro amp Company is an audit advisory and accounting services CPA firm with a strong federal customer focus We are a Minority-Owned Small Business offering the personalized services of a small firm with the full resources and quality expected from a larger CPA firm
CGI FederalBOOTH 306
See write-up on page 38
CliftonLarsonAllen LLPBOOTH 706
See write-up on page 39
CohnReznick GovernmentBOOTH 302www cohnreznick com
CohnReznick Government provides audit accounting and financial management compliance risk and integrity monitoring program and project management and disaster response and recovery Our comprehensive project management approach provides clients with reliable processes and delivers accounting insights to help government organizations improve communication administer fiscal and operational strategies and meet compliance requirements
EYBOOTH 601
See write-up on page 39
FI ConsultingBOOTH 703www ficonsulting com
FI Consulting develops effective practical solutions to help federal agencies achieve their missions while operating efficiently managing risk and adapting to a changing policy environment We apply our core strengths in Data Analytics Modeling and Technology to gain program performance insight manage risk improve operations and better deliver mission
GEHABOOTH 403www geha com
GEHA provides medical and dental plans through the FEHB and FEDVIP programs for more than 18 million federal employees retirees and their families GEHA members receive year-round vision and hearing benefits plus other discounts For more information please stop by our booth or visit gehacom and gehadentalcom
Graduate SchoolBOOTH 108www graduateschool edu
Graduate School USA provides a wide range of learning opportunities in formats accessible to adult learners everywhere through training continuing education courses executive and leadership development and credit offerings For professionals in the government auditing and financial management community we offer a comprehensive curriculum taught by leading practitioners
Grant Thornton LLPBOOTH 500
See write-up on page 38
AGA PDT 2018 | ORLANDO 49
GrantSolutionsBOOTH 209www grantsolutions gov
GrantSolutions supports Federal agencies throughout the grants lifecycle mdash from pre-award planning through application award and closeout Our service finds solutions for shared mission needs across agencies while incorporating unique business and regulatory processes for grant programs GrantSolutions is an OMB-selected grants business leader providing end-to-end innovative grants management services dedicated to advancing the mission of Federal agencies
GuidehouseBOOTH 201
See write-up on page 40
IFAS LLCBOOTH 407www ifas-llc com
IFAS is an 8(a) Service-Disabled Veteran-Owned Small Business Woman-Owned Small Disadvan-taged Business providing Program Management Business and Finance Operations Integrated Logistics and IT Support Services to meet specific needs of our clients We provide geographically dispersed support available when and where you need us
Immersion ConsultingBOOTH 806www immersioninc com
Immersion Consulting a Service-Disabled Veteran-Owned Small Business headquartered in Annapolis Md provides business management and technology consulting to government nonprofit and commercial clients Founded in 2004 we specialize in program management financial management technology services and training Our mission provide clients with actionable business solutions that yield sustainable results
InforBOOTH 100www infor com
Infor Public Sector solutions streamline financial management across multiple systems With more than 25 years of public sector experience Infor helps you meet organization demands including budget and audit readiness performance management and financial control with flexible solution deployment options to help you operate more quickly and efficiently
Interior Business CenterBOOTH 402www doi govibc
The Interior Business Center one of several OMB-approved interagency shared-service providers offers acquisition financial manage-ment and HR under a fee-for-service full cost recovery business model By assisting multiple federal organizations IBC can leverage resources to share economies and efficiencies with external customers and our parent agency the US Department of the Interior
JP MorganBOOTH 701
See write-up on page 41
Kearney amp CompanyBOOTH 600
See write-up on page 40
Kforce Governnment Solutions IncBOOTH 202www kforcegov com
Kforce Government Solutions Inc (KGS) provides management and technology solutions to Federal Government and State and local agencies We deliver customized solutions across financial management organizational transformation and IT to solve our clientsrsquo most complex mission and business challenges KGS also offers the innovative TraumaFXreg line of medical training manikins
50 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
KPMG LLPBOOTH 506
See write-up on page 40
Lynch Consultants LLCBOOTH 401www lynchconsultants com
Lynch Consultants provides strategic financial and program advisory and assistance services to the federal government We partner with clients to deliver project management services financial and business support and strategic policy solutions for complex government programs Clients include numerous federal departments including DoD Navy Army VA HHS and HUD
Management ConceptsBOOTH 800www managementconcepts com
Management Concepts is a leading provider of professional development performance improve-ment and talent management solutions for the public sector Since 1973 we have collaborated with the federal government state and local offices non-profit organizations universities and corporations to enhance the performance of teams and organizations Follow us on Twitter Mgmt_Concepts
The MIL CorporationBOOTH 805www milcorp com
The MIL Corporation has grown steadily for 36 years and remains dedicated to excellence service and support across our four major service areas financial management and systems support information technology cyber security and systems and C4 engineering For more information please visit us at wwwmilcorpcom or on Facebook at httptinyurlcomFacebookMIL
mLINQS LLCBOOTH 203www mLINQS net
mLINQS a Service-Disabled Veteran-Owned Small Business founded in 2003 provides the govern-mentrsquos leading employee relocation management system and E-Gov travel (ETS2) consulting services Since 2004 mLINQS relocation system has automated relocations and tracked expenses for more than 30 agencies
MorganFranklin ConsultingBOOTH 707www morganfranklin com
MorganFranklin Consulting headquartered in McLean Va provides business consulting and technology solutions to public companies fast-growing private companies and US govern-ment agencies Third-party customer satisfaction surveys highlight the companyrsquos reputation for being hands-on flexible and skilled at bringing diverse groups together to complete projects on time and within budget
Qlik Tech IncBOOTH 801www qlik com
Qlikreg is the leading data analytics platform and the pioneer of user-driven business intelligence Its portfolio of cloud-based and on-premise solutions meets customersrsquo growing needs from reporting and self-service visual analysis to guided embedded and custom analytics regardless of where data is located
RMA Associates LLCBOOTH 501www rmafed com
RMA an SBA Certified 8(a) Small Business located in the Washington DC metropolitan area specializes in audit consulting and advisory
AGA PDT 2018 | ORLANDO 51
RSM US LLPBOOTH 207
See write-up on page 42
Savantage SolutionsBOOTH 308www savantage net
Savantage Solutions a CMMIreg Level 3 Rated and ISO 90012008 certified company is a leading provider of software development business consulting and program management support services One of only five vendors of financial management systems certified for federal use Savantage takes pride in its service excellence
Sehlke Consulting LLCBOOTH 200www sehlkeconsulting com
Founded in 2011 Sehlke Consulting is a Service-Disabled Veteran-Owned Small Business and Historically Underutilized Business Zone (HUBZone) firm based in Arlington Va We provide comprehensive leading solutions in Financial Management Acquisition Management Logistics and Supply Chain Management and National Security amp Defense Programs
TeraThink CorporationBOOTH 400www terathink com
TeraThink takes pride in the outstanding reputation we have earned over the past 15 years for delivering superior results to federal customers With expertise in agile development enterprise application technologies financial services and cloud solutions our delivery platform brings exceptional scale and value to support customersrsquo transformation business automation and mission-related goals Visit our booth and wwwTeraThinkcom for more information
TFC Consulting IncBOOTH 409www tfcci net
A licensed CPA firm Small Disadvantaged Business and ISO 9001_2015-certified enterprise TFC is the trusted partner of federal agencies facing complex financial management challenges Now celebrating 15 years of success and excellence in assisting clients TFC develops and implements comprehensive solutions to improve financial management environments and achieve operational efficiency
US Army Financial Management CommandBOOTH 802www facebook comUSAFMCOM
US Army Financial Management Command is responsible for the delivery of Army-wide Financial Management (FM) functions including Enterprise Resource Planning systems support audit and compliance support financial operations support and ERP business process standardization support and for providing operational oversight of Army field FM activities
Williams AdleyBOOTH 301
See write-up on page 43
Note The contents of this exhibitor list were compiled from information supplied by exhibitors While every effort has been made to ensure contents are correct AGA is unable to accept liability for errors or omissions or for any claims made by exhibitors
52 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AGA PDT 2018 | ORLANDO 53
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AIG Assistant Inspector GeneralAssoc AssociateAsst AssistantBus BusinessCEO Chief Executive OfficerCFO Chief Financial OfficerCIO Chief Information OfficerCo CountyComm CommitteeCOO Chief Operating OfficerCPAG Corporate Partner Advisory GroupDep DeputyDept DepartmentDev DevelopmentDir DirectorDiv DivisionEduc EducationERM Enterprise Risk ManagementExec ExecutiveFed FederalFM Financial ManagementGM General Manager Govt Government
Fields of Study See page 4 for list of Fields of Study
AOC Architect of the CapitolAOUSC Administrative Office of the
US CourtsCommerce US Department of CommerceDHHS US Department of Health
and Human ServicesDHS US Department of
Homeland SecurityDLA Defense Logistics AgencyDoD US Department of DefenseDoE US Department of EnergyDOI US Department of the InteriorDOJ US Department of JusticeDoS US Department of StateFASAB Federal Accounting Standards
Advisory BoardFiscal Service Bureau of the Fiscal ServiceFIT Office of Financial Innovation
and TransformationFMSB Financial Management Standards
BoardFTA Federal Transit Administration
HR Human ResourcesIG Inspector GeneralIT Information TechnologyMgmt ManagementMgr ManagerNatrsquol NationalOfc OfficePNP AGA Past National
PresidentPNT AGA Past National
TreasurerRPA Robotic Process
AutomationRVP Regional Vice PresidentSecrsquoy SecretarySME Subject Matter Expert Sr SeniorSvc ServiceSVP Senior Vice PresidentTech TechnicalUniv UniversityVP Vice President
GAO Government Accountability OfficeGASB Government Accounting Standards
BoardGSA US General Services
AdministrationHUD US Department of Housing
and Urban DevelopmentIRS Internal Revenue ServiceNASA National Aeronautics and Space
AdministrationNSF National Science FoundationOCFO Office of the Chief Financial OfficerOIG Office of Inspector GeneralOMB Office of Management and BudgetSBA Small Business AdministrationTreasury US Department of the TreasuryUSAID US Agency for International
DevelopmentUSDA US Department of AgricultureUSPTO US Patent and Trademark OfficeVA US Department of
Veteran Affairs
54 AGACGFM | PDT18
Glossary
MAIN CONVENTION CENTERSINGLE-LEVEL
REGISTRATION
CYBER LOUNGE
EX
HIB
IT H
ALL
PLENARY S
ESSIO
NS
AGA PDT 2018 | ORLANDO 55
Convention Center Floor Plans
圀䔀 䰀䤀匀吀䔀一 簀 圀䔀 䤀一一伀嘀䄀吀䔀 簀 圀䔀 䐀䔀䰀䤀嘀䔀刀
吀愀猀栀甀 吀爀椀瘀攀搀椀Ⰰ 倀爀攀猀椀搀攀渀琀䌀䔀伀 㜀㤀㐀 漀爀 琀琀爀椀瘀攀搀椀䀀琀昀挀挀椀渀攀琀
嘀椀猀椀琀 漀甀爀 眀攀戀猀椀琀攀 愀琀 眀眀眀琀昀挀挀椀渀攀琀
䘀漀爀 洀漀爀攀 椀渀昀漀爀洀愀琀椀漀渀 挀漀渀琀愀挀琀 吀䘀䌀
椀猀 琀栀攀 琀爀甀猀琀攀搀 瀀愀爀琀渀攀爀 昀漀爀 昀攀搀攀爀愀氀 愀最攀渀挀椀攀猀 琀栀愀琀愀爀攀 昀愀挀椀渀最 挀漀洀瀀氀攀砀 ǻ渀愀渀挀椀愀氀 洀愀渀愀最攀洀攀渀琀 挀栀愀氀氀攀渀最攀猀
吀䘀䌀 䌀漀渀猀甀氀琀椀渀最 䤀渀挀
뜀뜀
뜀뜀뜀뜀
䔀渀琀攀爀瀀爀椀猀攀 刀椀猀欀 䤀渀琀攀爀渀愀氀䌀漀渀琀爀漀氀猀 䄀搀瘀椀猀漀爀礀䤀洀瀀爀漀瀀攀爀 倀愀礀洀攀渀琀猀䴀攀愀猀甀爀攀洀攀渀琀 刀攀洀攀搀椀愀琀椀漀渀䘀椀渀愀渀挀椀愀氀 刀攀瀀漀爀琀椀渀最 䄀䄀挀挀漀甀渀琀椀渀最 伀瀀攀爀愀琀椀漀渀猀䘀椀渀愀渀挀椀愀氀 匀琀愀琀攀洀攀渀琀 䌀漀洀瀀氀椀愀渀挀攀 䄀甀搀椀琀䐀愀琀愀 䄀渀愀氀礀琀椀挀猀 伀瀀琀椀洀椀稀愀琀椀漀渀䤀吀 匀攀挀甀爀椀琀礀 刀攀瘀椀攀眀 䄀猀猀攀猀猀洀攀渀琀
伀甀爀 瘀愀氀甀攀ⴀ愀搀搀攀搀 猀攀爀瘀椀挀攀猀㨀
圀栀愀琀猀 礀漀甀爀 渀攀砀琀 洀漀瘀攀㼀
䴀愀渀礀 瀀愀琀栀猀Ⰰ 漀渀攀 挀漀爀爀攀挀琀 爀漀甀琀攀 䘀漀氀氀漀眀 吀䘀䌀 愀氀漀渀最 琀栀攀 爀漀甀琀攀 琀漀 猀甀挀挀攀猀猀 䘀椀爀猀琀 琀栀愀琀 挀漀爀爀攀挀琀氀礀
挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀
BRASS SPONSORS (continued)
MastercardMONDAY AFTERNOON COFFEE BREAK
MariBeth McCarthyVP Bus Leadermaribeth_mccarthymastercardcomwwwmastercardcom
Mastercard (NYSE MA) is a technology company in the global payments industry We operate the worldrsquos fastest payments-processing network connecting consumers financial institutions merchants governments and businesses in more than 210 countries and territories Mastercardrsquos products and solutions make everyday commerce activities easier more secure and more efficient for everyone
PNC BankDIRECTIONAL SIGNAGE
Lauren GradwellAccount MgrLaurengradwellpnccomwwwpnccomideas
PNC is one of the nationrsquos largest financial services organizations providing retail and business banking residential mortgage banking specialized services for corporations and government entities including corporate banking treasury management real estate finance asset-based lending wealth management and asset management We are focused on delivering ideas insight and solutions to our clients to help them maximize the value of their business
Williams AdleyMONDAY MORNING COFFEE BREAK
Melinda BuckBus Dev Leadmbuckwilliamsadleycomwwwwilliamsadleycom
Williams Adley is one of the countryrsquos premier certified public accounting and management consulting firms Our diverse knowledge backgrounds and subject-matter expertise help a wide variety of government agencies and businesses achieve their financial program and information technology goals
AGA PDT 2018 | ORLANDO 43
MEDIA SPONSORS
Government Matters
John Meyer Managing DirjmeyerGovMatterstv wwwGovMatterstv
Government Matters is a television news program dedicated to providing non-partisan information and analysis to federal managers contractors and those supporting the federal marketplace The program airs weeknights in Washington DC on NewsChannel 8 Sunday Mornings on ABC 7 and worldwide on the American Forces Network (AFN)
GOVERNING
Meg Keller Dir of Marketingmkellergoverningcomwwwgoverningcom
For 25 years GOVERNING has been the only publication dedicated to providing the information insight and inspiration state and local leaders need to govern effectively Subscriptions for most state and local government professionals are free as is attendance at most GOVERNING events
Route Fifty
Hilery Sirpis Publisherhsirpisgovexeccomwwwroutefiftycom
Route Fifty a new digital publication and events brand from Atlantic Mediarsquos Government Executive Media Group connects leaders and ideas advancing state and local governments with news insight and resources It facilitates sharing of best practices and ideas among those creating government programs policies and institutions for the 21st century
44 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Play AGArsquos Exhibitor Hunt and win big prizes
including FREE registration to an
upcoming AGA training event
View CPEs Earned
Visit httpsessions ats-leads comagapdt2018 and enter your badge number to view CPEs earned during PDT
Note Only CPEs earned from previous day(s) can be viewed
100
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807
VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
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MAIN
VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
MAINENTRANCE
Stop by PDT 2019 Booth 102
Relax RechargeGet a free massage
46 AGACGFM | PDT18
Exhibit Hall Floor Plan
Exhibitors by Booth Number
Company Name Booth
Infor 100 Bureau of the Fiscal Service 101Audimation Services 104American Society of Military Comptrollers 106Kearney Photo Booth 107Graduate School 108 Sehlke Consulting LLC 200Guidehouse 201Kforce Government Solutions Inc 202mLINQS LLC 203RSM US LLP 207GrantSolutions 209ACL Services Ltd 300Williams Adley 301CohnReznick Government 302AOC Solutions 303CGI Federal 306Virtual Experience with Accenture 307Savantage Solutions 308TeraThink Corporation 400Lynch Consultants LLC 401Interior Business Center 402GEHA 403
Company Name Booth
IFAS LLC 407TFC Consulting Inc 409Grant Thornton LLP 500RMA Associates LLC 501Castro amp Company LLC 503KPMG LLP 506AGA Community Service amp Silent Auction 507Kearney amp Company 600EY 601AGA 607J P Morgan 701FI Consulting 703CliftonLarsonAllen LLP 706MorganFranklin Consulting 707Becker Professional Education 709Management Concepts 800Qlik Tech Inc 801U S Army Financial Management Command 802The MIL Corporation 805Immersion Consulting 806Automation Anywhere 809
ACL Services LtdBOOTH 300wwwaclcom
ACL is a global software company with innovative solutions for public sector professionals to keep processes in check and provide higher levels of assurance through team-based analytic approaches ACLrsquos platform has helped over 250 government offices globally to bolster compliance manage risks and assure effective governance Learn more at our booth and wwwaclcom
AGABOOTH 607wwwagacgfmorg
AGA is the member organization for government financial management professionals We lead and encourage change that benefits our field and all citizens Our networking events professional certification publications and ongoing education help members build skills and advance their careers Learn about our thought-leadership library online tools CGFM designation and more
AGA PDT 2018 | ORLANDO 47
Exhibitor Appreciation AGA Corporate Partner
AGA Community Service amp Silent AuctionBOOTH 507
Buy tickets and bid for great prizes in our silent auction including gift certificates gift baskets sports memorabilia vacations and more Proceeds support AGArsquos National Community Service Fund the American Cancer Society the American Heart Association the Humane Society and Habitat for Humanity Winners posted daily present the winning ticket to claim your prize
AGA New Orleans ChapterBACK OF EXHIBIT HALLwwwagacgfmorgneworleans
Stop by our booth to learn more about New Orleans and plan your trip to PDT 2019 scheduled for July 21ndash24 2019 You might win a free PDT 2019 registration
American Society of Military Comptrollers BOOTH 106wwwasmconlineorg
ASMC is the non-profit educational and professional organization for persons military and civilian in the overall field of military comptrollership ASMC promotes the education and training of its members and supports the development and advancement of the military comptrollership profession The society provides professional programs to keep members abreast of current issues and encour-ages the exchange of information techniques and approaches
AOC SolutionsBOOTH 303wwwaocfederalsolutionscom
AOC Solutions Inc is a Service-Disabled Veteran-Owned Business providing financial management federal accounting audit readiness support and technology services AOC thought leaders are dedicated to helping agencies identify better ways to analyze accounting and financial data for cost reduction and increased efficiency
Audimation ServicesBOOTH 104wwwaudimationcom
Audimation Services Inc is the US distributor of CaseWare IDEAreg a powerful user-friendly data analytics software tool designed to help profes-sionals extend auditing capabilities detect fraud and meet documentation standards We specialize in helping organizations streamline audits simplify data acquisition and improve business processes
Automation Anywhere BOOTH 809
See write-up on page 42
Becker Professional EducationBOOTH 709wwwbeckercom
Do you need CPE for CGFMreg CPA or the new DoD FM Certification Come ask about our Government Family Offer Nearly half a million professionals have advanced their careers through our CPE programs including CPA Exam Review PMPreg Exam Review Cybersecurity Six Sigma and more And be sure to check out our new program for Certified Anti-Money Laundering Specialists (CAMS)
Bureau of the Fiscal ServiceBOOTH 101wwwfiscaltreasurygov
The Bureau of the Fiscal Service serves as a catalyst for transforming the way the federal government manages finances and delivers shared services Our passion is improving financial management and shared service delivery through efficient and effective operations and through guidance and assistance to others
48 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Castro amp Company LLCBOOTH 503www castroco com
Headquartered in Washington DC Castro amp Company is an audit advisory and accounting services CPA firm with a strong federal customer focus We are a Minority-Owned Small Business offering the personalized services of a small firm with the full resources and quality expected from a larger CPA firm
CGI FederalBOOTH 306
See write-up on page 38
CliftonLarsonAllen LLPBOOTH 706
See write-up on page 39
CohnReznick GovernmentBOOTH 302www cohnreznick com
CohnReznick Government provides audit accounting and financial management compliance risk and integrity monitoring program and project management and disaster response and recovery Our comprehensive project management approach provides clients with reliable processes and delivers accounting insights to help government organizations improve communication administer fiscal and operational strategies and meet compliance requirements
EYBOOTH 601
See write-up on page 39
FI ConsultingBOOTH 703www ficonsulting com
FI Consulting develops effective practical solutions to help federal agencies achieve their missions while operating efficiently managing risk and adapting to a changing policy environment We apply our core strengths in Data Analytics Modeling and Technology to gain program performance insight manage risk improve operations and better deliver mission
GEHABOOTH 403www geha com
GEHA provides medical and dental plans through the FEHB and FEDVIP programs for more than 18 million federal employees retirees and their families GEHA members receive year-round vision and hearing benefits plus other discounts For more information please stop by our booth or visit gehacom and gehadentalcom
Graduate SchoolBOOTH 108www graduateschool edu
Graduate School USA provides a wide range of learning opportunities in formats accessible to adult learners everywhere through training continuing education courses executive and leadership development and credit offerings For professionals in the government auditing and financial management community we offer a comprehensive curriculum taught by leading practitioners
Grant Thornton LLPBOOTH 500
See write-up on page 38
AGA PDT 2018 | ORLANDO 49
GrantSolutionsBOOTH 209www grantsolutions gov
GrantSolutions supports Federal agencies throughout the grants lifecycle mdash from pre-award planning through application award and closeout Our service finds solutions for shared mission needs across agencies while incorporating unique business and regulatory processes for grant programs GrantSolutions is an OMB-selected grants business leader providing end-to-end innovative grants management services dedicated to advancing the mission of Federal agencies
GuidehouseBOOTH 201
See write-up on page 40
IFAS LLCBOOTH 407www ifas-llc com
IFAS is an 8(a) Service-Disabled Veteran-Owned Small Business Woman-Owned Small Disadvan-taged Business providing Program Management Business and Finance Operations Integrated Logistics and IT Support Services to meet specific needs of our clients We provide geographically dispersed support available when and where you need us
Immersion ConsultingBOOTH 806www immersioninc com
Immersion Consulting a Service-Disabled Veteran-Owned Small Business headquartered in Annapolis Md provides business management and technology consulting to government nonprofit and commercial clients Founded in 2004 we specialize in program management financial management technology services and training Our mission provide clients with actionable business solutions that yield sustainable results
InforBOOTH 100www infor com
Infor Public Sector solutions streamline financial management across multiple systems With more than 25 years of public sector experience Infor helps you meet organization demands including budget and audit readiness performance management and financial control with flexible solution deployment options to help you operate more quickly and efficiently
Interior Business CenterBOOTH 402www doi govibc
The Interior Business Center one of several OMB-approved interagency shared-service providers offers acquisition financial manage-ment and HR under a fee-for-service full cost recovery business model By assisting multiple federal organizations IBC can leverage resources to share economies and efficiencies with external customers and our parent agency the US Department of the Interior
JP MorganBOOTH 701
See write-up on page 41
Kearney amp CompanyBOOTH 600
See write-up on page 40
Kforce Governnment Solutions IncBOOTH 202www kforcegov com
Kforce Government Solutions Inc (KGS) provides management and technology solutions to Federal Government and State and local agencies We deliver customized solutions across financial management organizational transformation and IT to solve our clientsrsquo most complex mission and business challenges KGS also offers the innovative TraumaFXreg line of medical training manikins
50 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
KPMG LLPBOOTH 506
See write-up on page 40
Lynch Consultants LLCBOOTH 401www lynchconsultants com
Lynch Consultants provides strategic financial and program advisory and assistance services to the federal government We partner with clients to deliver project management services financial and business support and strategic policy solutions for complex government programs Clients include numerous federal departments including DoD Navy Army VA HHS and HUD
Management ConceptsBOOTH 800www managementconcepts com
Management Concepts is a leading provider of professional development performance improve-ment and talent management solutions for the public sector Since 1973 we have collaborated with the federal government state and local offices non-profit organizations universities and corporations to enhance the performance of teams and organizations Follow us on Twitter Mgmt_Concepts
The MIL CorporationBOOTH 805www milcorp com
The MIL Corporation has grown steadily for 36 years and remains dedicated to excellence service and support across our four major service areas financial management and systems support information technology cyber security and systems and C4 engineering For more information please visit us at wwwmilcorpcom or on Facebook at httptinyurlcomFacebookMIL
mLINQS LLCBOOTH 203www mLINQS net
mLINQS a Service-Disabled Veteran-Owned Small Business founded in 2003 provides the govern-mentrsquos leading employee relocation management system and E-Gov travel (ETS2) consulting services Since 2004 mLINQS relocation system has automated relocations and tracked expenses for more than 30 agencies
MorganFranklin ConsultingBOOTH 707www morganfranklin com
MorganFranklin Consulting headquartered in McLean Va provides business consulting and technology solutions to public companies fast-growing private companies and US govern-ment agencies Third-party customer satisfaction surveys highlight the companyrsquos reputation for being hands-on flexible and skilled at bringing diverse groups together to complete projects on time and within budget
Qlik Tech IncBOOTH 801www qlik com
Qlikreg is the leading data analytics platform and the pioneer of user-driven business intelligence Its portfolio of cloud-based and on-premise solutions meets customersrsquo growing needs from reporting and self-service visual analysis to guided embedded and custom analytics regardless of where data is located
RMA Associates LLCBOOTH 501www rmafed com
RMA an SBA Certified 8(a) Small Business located in the Washington DC metropolitan area specializes in audit consulting and advisory
AGA PDT 2018 | ORLANDO 51
RSM US LLPBOOTH 207
See write-up on page 42
Savantage SolutionsBOOTH 308www savantage net
Savantage Solutions a CMMIreg Level 3 Rated and ISO 90012008 certified company is a leading provider of software development business consulting and program management support services One of only five vendors of financial management systems certified for federal use Savantage takes pride in its service excellence
Sehlke Consulting LLCBOOTH 200www sehlkeconsulting com
Founded in 2011 Sehlke Consulting is a Service-Disabled Veteran-Owned Small Business and Historically Underutilized Business Zone (HUBZone) firm based in Arlington Va We provide comprehensive leading solutions in Financial Management Acquisition Management Logistics and Supply Chain Management and National Security amp Defense Programs
TeraThink CorporationBOOTH 400www terathink com
TeraThink takes pride in the outstanding reputation we have earned over the past 15 years for delivering superior results to federal customers With expertise in agile development enterprise application technologies financial services and cloud solutions our delivery platform brings exceptional scale and value to support customersrsquo transformation business automation and mission-related goals Visit our booth and wwwTeraThinkcom for more information
TFC Consulting IncBOOTH 409www tfcci net
A licensed CPA firm Small Disadvantaged Business and ISO 9001_2015-certified enterprise TFC is the trusted partner of federal agencies facing complex financial management challenges Now celebrating 15 years of success and excellence in assisting clients TFC develops and implements comprehensive solutions to improve financial management environments and achieve operational efficiency
US Army Financial Management CommandBOOTH 802www facebook comUSAFMCOM
US Army Financial Management Command is responsible for the delivery of Army-wide Financial Management (FM) functions including Enterprise Resource Planning systems support audit and compliance support financial operations support and ERP business process standardization support and for providing operational oversight of Army field FM activities
Williams AdleyBOOTH 301
See write-up on page 43
Note The contents of this exhibitor list were compiled from information supplied by exhibitors While every effort has been made to ensure contents are correct AGA is unable to accept liability for errors or omissions or for any claims made by exhibitors
52 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AGA PDT 2018 | ORLANDO 53
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AIG Assistant Inspector GeneralAssoc AssociateAsst AssistantBus BusinessCEO Chief Executive OfficerCFO Chief Financial OfficerCIO Chief Information OfficerCo CountyComm CommitteeCOO Chief Operating OfficerCPAG Corporate Partner Advisory GroupDep DeputyDept DepartmentDev DevelopmentDir DirectorDiv DivisionEduc EducationERM Enterprise Risk ManagementExec ExecutiveFed FederalFM Financial ManagementGM General Manager Govt Government
Fields of Study See page 4 for list of Fields of Study
AOC Architect of the CapitolAOUSC Administrative Office of the
US CourtsCommerce US Department of CommerceDHHS US Department of Health
and Human ServicesDHS US Department of
Homeland SecurityDLA Defense Logistics AgencyDoD US Department of DefenseDoE US Department of EnergyDOI US Department of the InteriorDOJ US Department of JusticeDoS US Department of StateFASAB Federal Accounting Standards
Advisory BoardFiscal Service Bureau of the Fiscal ServiceFIT Office of Financial Innovation
and TransformationFMSB Financial Management Standards
BoardFTA Federal Transit Administration
HR Human ResourcesIG Inspector GeneralIT Information TechnologyMgmt ManagementMgr ManagerNatrsquol NationalOfc OfficePNP AGA Past National
PresidentPNT AGA Past National
TreasurerRPA Robotic Process
AutomationRVP Regional Vice PresidentSecrsquoy SecretarySME Subject Matter Expert Sr SeniorSvc ServiceSVP Senior Vice PresidentTech TechnicalUniv UniversityVP Vice President
GAO Government Accountability OfficeGASB Government Accounting Standards
BoardGSA US General Services
AdministrationHUD US Department of Housing
and Urban DevelopmentIRS Internal Revenue ServiceNASA National Aeronautics and Space
AdministrationNSF National Science FoundationOCFO Office of the Chief Financial OfficerOIG Office of Inspector GeneralOMB Office of Management and BudgetSBA Small Business AdministrationTreasury US Department of the TreasuryUSAID US Agency for International
DevelopmentUSDA US Department of AgricultureUSPTO US Patent and Trademark OfficeVA US Department of
Veteran Affairs
54 AGACGFM | PDT18
Glossary
MAIN CONVENTION CENTERSINGLE-LEVEL
REGISTRATION
CYBER LOUNGE
EX
HIB
IT H
ALL
PLENARY S
ESSIO
NS
AGA PDT 2018 | ORLANDO 55
Convention Center Floor Plans
圀䔀 䰀䤀匀吀䔀一 簀 圀䔀 䤀一一伀嘀䄀吀䔀 簀 圀䔀 䐀䔀䰀䤀嘀䔀刀
吀愀猀栀甀 吀爀椀瘀攀搀椀Ⰰ 倀爀攀猀椀搀攀渀琀䌀䔀伀 㜀㤀㐀 漀爀 琀琀爀椀瘀攀搀椀䀀琀昀挀挀椀渀攀琀
嘀椀猀椀琀 漀甀爀 眀攀戀猀椀琀攀 愀琀 眀眀眀琀昀挀挀椀渀攀琀
䘀漀爀 洀漀爀攀 椀渀昀漀爀洀愀琀椀漀渀 挀漀渀琀愀挀琀 吀䘀䌀
椀猀 琀栀攀 琀爀甀猀琀攀搀 瀀愀爀琀渀攀爀 昀漀爀 昀攀搀攀爀愀氀 愀最攀渀挀椀攀猀 琀栀愀琀愀爀攀 昀愀挀椀渀最 挀漀洀瀀氀攀砀 ǻ渀愀渀挀椀愀氀 洀愀渀愀最攀洀攀渀琀 挀栀愀氀氀攀渀最攀猀
吀䘀䌀 䌀漀渀猀甀氀琀椀渀最 䤀渀挀
뜀뜀
뜀뜀뜀뜀
䔀渀琀攀爀瀀爀椀猀攀 刀椀猀欀 䤀渀琀攀爀渀愀氀䌀漀渀琀爀漀氀猀 䄀搀瘀椀猀漀爀礀䤀洀瀀爀漀瀀攀爀 倀愀礀洀攀渀琀猀䴀攀愀猀甀爀攀洀攀渀琀 刀攀洀攀搀椀愀琀椀漀渀䘀椀渀愀渀挀椀愀氀 刀攀瀀漀爀琀椀渀最 䄀䄀挀挀漀甀渀琀椀渀最 伀瀀攀爀愀琀椀漀渀猀䘀椀渀愀渀挀椀愀氀 匀琀愀琀攀洀攀渀琀 䌀漀洀瀀氀椀愀渀挀攀 䄀甀搀椀琀䐀愀琀愀 䄀渀愀氀礀琀椀挀猀 伀瀀琀椀洀椀稀愀琀椀漀渀䤀吀 匀攀挀甀爀椀琀礀 刀攀瘀椀攀眀 䄀猀猀攀猀猀洀攀渀琀
伀甀爀 瘀愀氀甀攀ⴀ愀搀搀攀搀 猀攀爀瘀椀挀攀猀㨀
圀栀愀琀猀 礀漀甀爀 渀攀砀琀 洀漀瘀攀㼀
䴀愀渀礀 瀀愀琀栀猀Ⰰ 漀渀攀 挀漀爀爀攀挀琀 爀漀甀琀攀 䘀漀氀氀漀眀 吀䘀䌀 愀氀漀渀最 琀栀攀 爀漀甀琀攀 琀漀 猀甀挀挀攀猀猀 䘀椀爀猀琀 琀栀愀琀 挀漀爀爀攀挀琀氀礀
挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀
MEDIA SPONSORS
Government Matters
John Meyer Managing DirjmeyerGovMatterstv wwwGovMatterstv
Government Matters is a television news program dedicated to providing non-partisan information and analysis to federal managers contractors and those supporting the federal marketplace The program airs weeknights in Washington DC on NewsChannel 8 Sunday Mornings on ABC 7 and worldwide on the American Forces Network (AFN)
GOVERNING
Meg Keller Dir of Marketingmkellergoverningcomwwwgoverningcom
For 25 years GOVERNING has been the only publication dedicated to providing the information insight and inspiration state and local leaders need to govern effectively Subscriptions for most state and local government professionals are free as is attendance at most GOVERNING events
Route Fifty
Hilery Sirpis Publisherhsirpisgovexeccomwwwroutefiftycom
Route Fifty a new digital publication and events brand from Atlantic Mediarsquos Government Executive Media Group connects leaders and ideas advancing state and local governments with news insight and resources It facilitates sharing of best practices and ideas among those creating government programs policies and institutions for the 21st century
44 AGACGFM | PDT18
Sponsor Appreciation AGA Corporate Partner
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Play AGArsquos Exhibitor Hunt and win big prizes
including FREE registration to an
upcoming AGA training event
View CPEs Earned
Visit httpsessions ats-leads comagapdt2018 and enter your badge number to view CPEs earned during PDT
Note Only CPEs earned from previous day(s) can be viewed
100
102
106
108
101
107
200
202
201
203
207
209
300
302
306
308
301
307
400
402
401
403
407
500 501
507
600
506
601
607
706 701
703
707
709
800
802
806
801
803
807
VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
100
102
106
108
101
107
200
202
201
203
207
209
300
302
306
308
301
307
400
402
401
403
407
500 501
507
600
506
601
607
706 701
703
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709
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802
806
801
803
807
MAIN
VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
MAINENTRANCE
Stop by PDT 2019 Booth 102
Relax RechargeGet a free massage
46 AGACGFM | PDT18
Exhibit Hall Floor Plan
Exhibitors by Booth Number
Company Name Booth
Infor 100 Bureau of the Fiscal Service 101Audimation Services 104American Society of Military Comptrollers 106Kearney Photo Booth 107Graduate School 108 Sehlke Consulting LLC 200Guidehouse 201Kforce Government Solutions Inc 202mLINQS LLC 203RSM US LLP 207GrantSolutions 209ACL Services Ltd 300Williams Adley 301CohnReznick Government 302AOC Solutions 303CGI Federal 306Virtual Experience with Accenture 307Savantage Solutions 308TeraThink Corporation 400Lynch Consultants LLC 401Interior Business Center 402GEHA 403
Company Name Booth
IFAS LLC 407TFC Consulting Inc 409Grant Thornton LLP 500RMA Associates LLC 501Castro amp Company LLC 503KPMG LLP 506AGA Community Service amp Silent Auction 507Kearney amp Company 600EY 601AGA 607J P Morgan 701FI Consulting 703CliftonLarsonAllen LLP 706MorganFranklin Consulting 707Becker Professional Education 709Management Concepts 800Qlik Tech Inc 801U S Army Financial Management Command 802The MIL Corporation 805Immersion Consulting 806Automation Anywhere 809
ACL Services LtdBOOTH 300wwwaclcom
ACL is a global software company with innovative solutions for public sector professionals to keep processes in check and provide higher levels of assurance through team-based analytic approaches ACLrsquos platform has helped over 250 government offices globally to bolster compliance manage risks and assure effective governance Learn more at our booth and wwwaclcom
AGABOOTH 607wwwagacgfmorg
AGA is the member organization for government financial management professionals We lead and encourage change that benefits our field and all citizens Our networking events professional certification publications and ongoing education help members build skills and advance their careers Learn about our thought-leadership library online tools CGFM designation and more
AGA PDT 2018 | ORLANDO 47
Exhibitor Appreciation AGA Corporate Partner
AGA Community Service amp Silent AuctionBOOTH 507
Buy tickets and bid for great prizes in our silent auction including gift certificates gift baskets sports memorabilia vacations and more Proceeds support AGArsquos National Community Service Fund the American Cancer Society the American Heart Association the Humane Society and Habitat for Humanity Winners posted daily present the winning ticket to claim your prize
AGA New Orleans ChapterBACK OF EXHIBIT HALLwwwagacgfmorgneworleans
Stop by our booth to learn more about New Orleans and plan your trip to PDT 2019 scheduled for July 21ndash24 2019 You might win a free PDT 2019 registration
American Society of Military Comptrollers BOOTH 106wwwasmconlineorg
ASMC is the non-profit educational and professional organization for persons military and civilian in the overall field of military comptrollership ASMC promotes the education and training of its members and supports the development and advancement of the military comptrollership profession The society provides professional programs to keep members abreast of current issues and encour-ages the exchange of information techniques and approaches
AOC SolutionsBOOTH 303wwwaocfederalsolutionscom
AOC Solutions Inc is a Service-Disabled Veteran-Owned Business providing financial management federal accounting audit readiness support and technology services AOC thought leaders are dedicated to helping agencies identify better ways to analyze accounting and financial data for cost reduction and increased efficiency
Audimation ServicesBOOTH 104wwwaudimationcom
Audimation Services Inc is the US distributor of CaseWare IDEAreg a powerful user-friendly data analytics software tool designed to help profes-sionals extend auditing capabilities detect fraud and meet documentation standards We specialize in helping organizations streamline audits simplify data acquisition and improve business processes
Automation Anywhere BOOTH 809
See write-up on page 42
Becker Professional EducationBOOTH 709wwwbeckercom
Do you need CPE for CGFMreg CPA or the new DoD FM Certification Come ask about our Government Family Offer Nearly half a million professionals have advanced their careers through our CPE programs including CPA Exam Review PMPreg Exam Review Cybersecurity Six Sigma and more And be sure to check out our new program for Certified Anti-Money Laundering Specialists (CAMS)
Bureau of the Fiscal ServiceBOOTH 101wwwfiscaltreasurygov
The Bureau of the Fiscal Service serves as a catalyst for transforming the way the federal government manages finances and delivers shared services Our passion is improving financial management and shared service delivery through efficient and effective operations and through guidance and assistance to others
48 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Castro amp Company LLCBOOTH 503www castroco com
Headquartered in Washington DC Castro amp Company is an audit advisory and accounting services CPA firm with a strong federal customer focus We are a Minority-Owned Small Business offering the personalized services of a small firm with the full resources and quality expected from a larger CPA firm
CGI FederalBOOTH 306
See write-up on page 38
CliftonLarsonAllen LLPBOOTH 706
See write-up on page 39
CohnReznick GovernmentBOOTH 302www cohnreznick com
CohnReznick Government provides audit accounting and financial management compliance risk and integrity monitoring program and project management and disaster response and recovery Our comprehensive project management approach provides clients with reliable processes and delivers accounting insights to help government organizations improve communication administer fiscal and operational strategies and meet compliance requirements
EYBOOTH 601
See write-up on page 39
FI ConsultingBOOTH 703www ficonsulting com
FI Consulting develops effective practical solutions to help federal agencies achieve their missions while operating efficiently managing risk and adapting to a changing policy environment We apply our core strengths in Data Analytics Modeling and Technology to gain program performance insight manage risk improve operations and better deliver mission
GEHABOOTH 403www geha com
GEHA provides medical and dental plans through the FEHB and FEDVIP programs for more than 18 million federal employees retirees and their families GEHA members receive year-round vision and hearing benefits plus other discounts For more information please stop by our booth or visit gehacom and gehadentalcom
Graduate SchoolBOOTH 108www graduateschool edu
Graduate School USA provides a wide range of learning opportunities in formats accessible to adult learners everywhere through training continuing education courses executive and leadership development and credit offerings For professionals in the government auditing and financial management community we offer a comprehensive curriculum taught by leading practitioners
Grant Thornton LLPBOOTH 500
See write-up on page 38
AGA PDT 2018 | ORLANDO 49
GrantSolutionsBOOTH 209www grantsolutions gov
GrantSolutions supports Federal agencies throughout the grants lifecycle mdash from pre-award planning through application award and closeout Our service finds solutions for shared mission needs across agencies while incorporating unique business and regulatory processes for grant programs GrantSolutions is an OMB-selected grants business leader providing end-to-end innovative grants management services dedicated to advancing the mission of Federal agencies
GuidehouseBOOTH 201
See write-up on page 40
IFAS LLCBOOTH 407www ifas-llc com
IFAS is an 8(a) Service-Disabled Veteran-Owned Small Business Woman-Owned Small Disadvan-taged Business providing Program Management Business and Finance Operations Integrated Logistics and IT Support Services to meet specific needs of our clients We provide geographically dispersed support available when and where you need us
Immersion ConsultingBOOTH 806www immersioninc com
Immersion Consulting a Service-Disabled Veteran-Owned Small Business headquartered in Annapolis Md provides business management and technology consulting to government nonprofit and commercial clients Founded in 2004 we specialize in program management financial management technology services and training Our mission provide clients with actionable business solutions that yield sustainable results
InforBOOTH 100www infor com
Infor Public Sector solutions streamline financial management across multiple systems With more than 25 years of public sector experience Infor helps you meet organization demands including budget and audit readiness performance management and financial control with flexible solution deployment options to help you operate more quickly and efficiently
Interior Business CenterBOOTH 402www doi govibc
The Interior Business Center one of several OMB-approved interagency shared-service providers offers acquisition financial manage-ment and HR under a fee-for-service full cost recovery business model By assisting multiple federal organizations IBC can leverage resources to share economies and efficiencies with external customers and our parent agency the US Department of the Interior
JP MorganBOOTH 701
See write-up on page 41
Kearney amp CompanyBOOTH 600
See write-up on page 40
Kforce Governnment Solutions IncBOOTH 202www kforcegov com
Kforce Government Solutions Inc (KGS) provides management and technology solutions to Federal Government and State and local agencies We deliver customized solutions across financial management organizational transformation and IT to solve our clientsrsquo most complex mission and business challenges KGS also offers the innovative TraumaFXreg line of medical training manikins
50 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
KPMG LLPBOOTH 506
See write-up on page 40
Lynch Consultants LLCBOOTH 401www lynchconsultants com
Lynch Consultants provides strategic financial and program advisory and assistance services to the federal government We partner with clients to deliver project management services financial and business support and strategic policy solutions for complex government programs Clients include numerous federal departments including DoD Navy Army VA HHS and HUD
Management ConceptsBOOTH 800www managementconcepts com
Management Concepts is a leading provider of professional development performance improve-ment and talent management solutions for the public sector Since 1973 we have collaborated with the federal government state and local offices non-profit organizations universities and corporations to enhance the performance of teams and organizations Follow us on Twitter Mgmt_Concepts
The MIL CorporationBOOTH 805www milcorp com
The MIL Corporation has grown steadily for 36 years and remains dedicated to excellence service and support across our four major service areas financial management and systems support information technology cyber security and systems and C4 engineering For more information please visit us at wwwmilcorpcom or on Facebook at httptinyurlcomFacebookMIL
mLINQS LLCBOOTH 203www mLINQS net
mLINQS a Service-Disabled Veteran-Owned Small Business founded in 2003 provides the govern-mentrsquos leading employee relocation management system and E-Gov travel (ETS2) consulting services Since 2004 mLINQS relocation system has automated relocations and tracked expenses for more than 30 agencies
MorganFranklin ConsultingBOOTH 707www morganfranklin com
MorganFranklin Consulting headquartered in McLean Va provides business consulting and technology solutions to public companies fast-growing private companies and US govern-ment agencies Third-party customer satisfaction surveys highlight the companyrsquos reputation for being hands-on flexible and skilled at bringing diverse groups together to complete projects on time and within budget
Qlik Tech IncBOOTH 801www qlik com
Qlikreg is the leading data analytics platform and the pioneer of user-driven business intelligence Its portfolio of cloud-based and on-premise solutions meets customersrsquo growing needs from reporting and self-service visual analysis to guided embedded and custom analytics regardless of where data is located
RMA Associates LLCBOOTH 501www rmafed com
RMA an SBA Certified 8(a) Small Business located in the Washington DC metropolitan area specializes in audit consulting and advisory
AGA PDT 2018 | ORLANDO 51
RSM US LLPBOOTH 207
See write-up on page 42
Savantage SolutionsBOOTH 308www savantage net
Savantage Solutions a CMMIreg Level 3 Rated and ISO 90012008 certified company is a leading provider of software development business consulting and program management support services One of only five vendors of financial management systems certified for federal use Savantage takes pride in its service excellence
Sehlke Consulting LLCBOOTH 200www sehlkeconsulting com
Founded in 2011 Sehlke Consulting is a Service-Disabled Veteran-Owned Small Business and Historically Underutilized Business Zone (HUBZone) firm based in Arlington Va We provide comprehensive leading solutions in Financial Management Acquisition Management Logistics and Supply Chain Management and National Security amp Defense Programs
TeraThink CorporationBOOTH 400www terathink com
TeraThink takes pride in the outstanding reputation we have earned over the past 15 years for delivering superior results to federal customers With expertise in agile development enterprise application technologies financial services and cloud solutions our delivery platform brings exceptional scale and value to support customersrsquo transformation business automation and mission-related goals Visit our booth and wwwTeraThinkcom for more information
TFC Consulting IncBOOTH 409www tfcci net
A licensed CPA firm Small Disadvantaged Business and ISO 9001_2015-certified enterprise TFC is the trusted partner of federal agencies facing complex financial management challenges Now celebrating 15 years of success and excellence in assisting clients TFC develops and implements comprehensive solutions to improve financial management environments and achieve operational efficiency
US Army Financial Management CommandBOOTH 802www facebook comUSAFMCOM
US Army Financial Management Command is responsible for the delivery of Army-wide Financial Management (FM) functions including Enterprise Resource Planning systems support audit and compliance support financial operations support and ERP business process standardization support and for providing operational oversight of Army field FM activities
Williams AdleyBOOTH 301
See write-up on page 43
Note The contents of this exhibitor list were compiled from information supplied by exhibitors While every effort has been made to ensure contents are correct AGA is unable to accept liability for errors or omissions or for any claims made by exhibitors
52 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AGA PDT 2018 | ORLANDO 53
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AIG Assistant Inspector GeneralAssoc AssociateAsst AssistantBus BusinessCEO Chief Executive OfficerCFO Chief Financial OfficerCIO Chief Information OfficerCo CountyComm CommitteeCOO Chief Operating OfficerCPAG Corporate Partner Advisory GroupDep DeputyDept DepartmentDev DevelopmentDir DirectorDiv DivisionEduc EducationERM Enterprise Risk ManagementExec ExecutiveFed FederalFM Financial ManagementGM General Manager Govt Government
Fields of Study See page 4 for list of Fields of Study
AOC Architect of the CapitolAOUSC Administrative Office of the
US CourtsCommerce US Department of CommerceDHHS US Department of Health
and Human ServicesDHS US Department of
Homeland SecurityDLA Defense Logistics AgencyDoD US Department of DefenseDoE US Department of EnergyDOI US Department of the InteriorDOJ US Department of JusticeDoS US Department of StateFASAB Federal Accounting Standards
Advisory BoardFiscal Service Bureau of the Fiscal ServiceFIT Office of Financial Innovation
and TransformationFMSB Financial Management Standards
BoardFTA Federal Transit Administration
HR Human ResourcesIG Inspector GeneralIT Information TechnologyMgmt ManagementMgr ManagerNatrsquol NationalOfc OfficePNP AGA Past National
PresidentPNT AGA Past National
TreasurerRPA Robotic Process
AutomationRVP Regional Vice PresidentSecrsquoy SecretarySME Subject Matter Expert Sr SeniorSvc ServiceSVP Senior Vice PresidentTech TechnicalUniv UniversityVP Vice President
GAO Government Accountability OfficeGASB Government Accounting Standards
BoardGSA US General Services
AdministrationHUD US Department of Housing
and Urban DevelopmentIRS Internal Revenue ServiceNASA National Aeronautics and Space
AdministrationNSF National Science FoundationOCFO Office of the Chief Financial OfficerOIG Office of Inspector GeneralOMB Office of Management and BudgetSBA Small Business AdministrationTreasury US Department of the TreasuryUSAID US Agency for International
DevelopmentUSDA US Department of AgricultureUSPTO US Patent and Trademark OfficeVA US Department of
Veteran Affairs
54 AGACGFM | PDT18
Glossary
MAIN CONVENTION CENTERSINGLE-LEVEL
REGISTRATION
CYBER LOUNGE
EX
HIB
IT H
ALL
PLENARY S
ESSIO
NS
AGA PDT 2018 | ORLANDO 55
Convention Center Floor Plans
圀䔀 䰀䤀匀吀䔀一 簀 圀䔀 䤀一一伀嘀䄀吀䔀 簀 圀䔀 䐀䔀䰀䤀嘀䔀刀
吀愀猀栀甀 吀爀椀瘀攀搀椀Ⰰ 倀爀攀猀椀搀攀渀琀䌀䔀伀 㜀㤀㐀 漀爀 琀琀爀椀瘀攀搀椀䀀琀昀挀挀椀渀攀琀
嘀椀猀椀琀 漀甀爀 眀攀戀猀椀琀攀 愀琀 眀眀眀琀昀挀挀椀渀攀琀
䘀漀爀 洀漀爀攀 椀渀昀漀爀洀愀琀椀漀渀 挀漀渀琀愀挀琀 吀䘀䌀
椀猀 琀栀攀 琀爀甀猀琀攀搀 瀀愀爀琀渀攀爀 昀漀爀 昀攀搀攀爀愀氀 愀最攀渀挀椀攀猀 琀栀愀琀愀爀攀 昀愀挀椀渀最 挀漀洀瀀氀攀砀 ǻ渀愀渀挀椀愀氀 洀愀渀愀最攀洀攀渀琀 挀栀愀氀氀攀渀最攀猀
吀䘀䌀 䌀漀渀猀甀氀琀椀渀最 䤀渀挀
뜀뜀
뜀뜀뜀뜀
䔀渀琀攀爀瀀爀椀猀攀 刀椀猀欀 䤀渀琀攀爀渀愀氀䌀漀渀琀爀漀氀猀 䄀搀瘀椀猀漀爀礀䤀洀瀀爀漀瀀攀爀 倀愀礀洀攀渀琀猀䴀攀愀猀甀爀攀洀攀渀琀 刀攀洀攀搀椀愀琀椀漀渀䘀椀渀愀渀挀椀愀氀 刀攀瀀漀爀琀椀渀最 䄀䄀挀挀漀甀渀琀椀渀最 伀瀀攀爀愀琀椀漀渀猀䘀椀渀愀渀挀椀愀氀 匀琀愀琀攀洀攀渀琀 䌀漀洀瀀氀椀愀渀挀攀 䄀甀搀椀琀䐀愀琀愀 䄀渀愀氀礀琀椀挀猀 伀瀀琀椀洀椀稀愀琀椀漀渀䤀吀 匀攀挀甀爀椀琀礀 刀攀瘀椀攀眀 䄀猀猀攀猀猀洀攀渀琀
伀甀爀 瘀愀氀甀攀ⴀ愀搀搀攀搀 猀攀爀瘀椀挀攀猀㨀
圀栀愀琀猀 礀漀甀爀 渀攀砀琀 洀漀瘀攀㼀
䴀愀渀礀 瀀愀琀栀猀Ⰰ 漀渀攀 挀漀爀爀攀挀琀 爀漀甀琀攀 䘀漀氀氀漀眀 吀䘀䌀 愀氀漀渀最 琀栀攀 爀漀甀琀攀 琀漀 猀甀挀挀攀猀猀 䘀椀爀猀琀 琀栀愀琀 挀漀爀爀攀挀琀氀礀
挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀
Making the Complex Simple
At RMA we Listen Simplify and DeliverVisit wwwrmafedcom
Play AGArsquos Exhibitor Hunt and win big prizes
including FREE registration to an
upcoming AGA training event
View CPEs Earned
Visit httpsessions ats-leads comagapdt2018 and enter your badge number to view CPEs earned during PDT
Note Only CPEs earned from previous day(s) can be viewed
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703
707
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800
802
806
801
803
807
VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
100
102
106
108
101
107
200
202
201
203
207
209
300
302
306
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500 501
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709
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803
807
MAIN
VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
MAINENTRANCE
Stop by PDT 2019 Booth 102
Relax RechargeGet a free massage
46 AGACGFM | PDT18
Exhibit Hall Floor Plan
Exhibitors by Booth Number
Company Name Booth
Infor 100 Bureau of the Fiscal Service 101Audimation Services 104American Society of Military Comptrollers 106Kearney Photo Booth 107Graduate School 108 Sehlke Consulting LLC 200Guidehouse 201Kforce Government Solutions Inc 202mLINQS LLC 203RSM US LLP 207GrantSolutions 209ACL Services Ltd 300Williams Adley 301CohnReznick Government 302AOC Solutions 303CGI Federal 306Virtual Experience with Accenture 307Savantage Solutions 308TeraThink Corporation 400Lynch Consultants LLC 401Interior Business Center 402GEHA 403
Company Name Booth
IFAS LLC 407TFC Consulting Inc 409Grant Thornton LLP 500RMA Associates LLC 501Castro amp Company LLC 503KPMG LLP 506AGA Community Service amp Silent Auction 507Kearney amp Company 600EY 601AGA 607J P Morgan 701FI Consulting 703CliftonLarsonAllen LLP 706MorganFranklin Consulting 707Becker Professional Education 709Management Concepts 800Qlik Tech Inc 801U S Army Financial Management Command 802The MIL Corporation 805Immersion Consulting 806Automation Anywhere 809
ACL Services LtdBOOTH 300wwwaclcom
ACL is a global software company with innovative solutions for public sector professionals to keep processes in check and provide higher levels of assurance through team-based analytic approaches ACLrsquos platform has helped over 250 government offices globally to bolster compliance manage risks and assure effective governance Learn more at our booth and wwwaclcom
AGABOOTH 607wwwagacgfmorg
AGA is the member organization for government financial management professionals We lead and encourage change that benefits our field and all citizens Our networking events professional certification publications and ongoing education help members build skills and advance their careers Learn about our thought-leadership library online tools CGFM designation and more
AGA PDT 2018 | ORLANDO 47
Exhibitor Appreciation AGA Corporate Partner
AGA Community Service amp Silent AuctionBOOTH 507
Buy tickets and bid for great prizes in our silent auction including gift certificates gift baskets sports memorabilia vacations and more Proceeds support AGArsquos National Community Service Fund the American Cancer Society the American Heart Association the Humane Society and Habitat for Humanity Winners posted daily present the winning ticket to claim your prize
AGA New Orleans ChapterBACK OF EXHIBIT HALLwwwagacgfmorgneworleans
Stop by our booth to learn more about New Orleans and plan your trip to PDT 2019 scheduled for July 21ndash24 2019 You might win a free PDT 2019 registration
American Society of Military Comptrollers BOOTH 106wwwasmconlineorg
ASMC is the non-profit educational and professional organization for persons military and civilian in the overall field of military comptrollership ASMC promotes the education and training of its members and supports the development and advancement of the military comptrollership profession The society provides professional programs to keep members abreast of current issues and encour-ages the exchange of information techniques and approaches
AOC SolutionsBOOTH 303wwwaocfederalsolutionscom
AOC Solutions Inc is a Service-Disabled Veteran-Owned Business providing financial management federal accounting audit readiness support and technology services AOC thought leaders are dedicated to helping agencies identify better ways to analyze accounting and financial data for cost reduction and increased efficiency
Audimation ServicesBOOTH 104wwwaudimationcom
Audimation Services Inc is the US distributor of CaseWare IDEAreg a powerful user-friendly data analytics software tool designed to help profes-sionals extend auditing capabilities detect fraud and meet documentation standards We specialize in helping organizations streamline audits simplify data acquisition and improve business processes
Automation Anywhere BOOTH 809
See write-up on page 42
Becker Professional EducationBOOTH 709wwwbeckercom
Do you need CPE for CGFMreg CPA or the new DoD FM Certification Come ask about our Government Family Offer Nearly half a million professionals have advanced their careers through our CPE programs including CPA Exam Review PMPreg Exam Review Cybersecurity Six Sigma and more And be sure to check out our new program for Certified Anti-Money Laundering Specialists (CAMS)
Bureau of the Fiscal ServiceBOOTH 101wwwfiscaltreasurygov
The Bureau of the Fiscal Service serves as a catalyst for transforming the way the federal government manages finances and delivers shared services Our passion is improving financial management and shared service delivery through efficient and effective operations and through guidance and assistance to others
48 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Castro amp Company LLCBOOTH 503www castroco com
Headquartered in Washington DC Castro amp Company is an audit advisory and accounting services CPA firm with a strong federal customer focus We are a Minority-Owned Small Business offering the personalized services of a small firm with the full resources and quality expected from a larger CPA firm
CGI FederalBOOTH 306
See write-up on page 38
CliftonLarsonAllen LLPBOOTH 706
See write-up on page 39
CohnReznick GovernmentBOOTH 302www cohnreznick com
CohnReznick Government provides audit accounting and financial management compliance risk and integrity monitoring program and project management and disaster response and recovery Our comprehensive project management approach provides clients with reliable processes and delivers accounting insights to help government organizations improve communication administer fiscal and operational strategies and meet compliance requirements
EYBOOTH 601
See write-up on page 39
FI ConsultingBOOTH 703www ficonsulting com
FI Consulting develops effective practical solutions to help federal agencies achieve their missions while operating efficiently managing risk and adapting to a changing policy environment We apply our core strengths in Data Analytics Modeling and Technology to gain program performance insight manage risk improve operations and better deliver mission
GEHABOOTH 403www geha com
GEHA provides medical and dental plans through the FEHB and FEDVIP programs for more than 18 million federal employees retirees and their families GEHA members receive year-round vision and hearing benefits plus other discounts For more information please stop by our booth or visit gehacom and gehadentalcom
Graduate SchoolBOOTH 108www graduateschool edu
Graduate School USA provides a wide range of learning opportunities in formats accessible to adult learners everywhere through training continuing education courses executive and leadership development and credit offerings For professionals in the government auditing and financial management community we offer a comprehensive curriculum taught by leading practitioners
Grant Thornton LLPBOOTH 500
See write-up on page 38
AGA PDT 2018 | ORLANDO 49
GrantSolutionsBOOTH 209www grantsolutions gov
GrantSolutions supports Federal agencies throughout the grants lifecycle mdash from pre-award planning through application award and closeout Our service finds solutions for shared mission needs across agencies while incorporating unique business and regulatory processes for grant programs GrantSolutions is an OMB-selected grants business leader providing end-to-end innovative grants management services dedicated to advancing the mission of Federal agencies
GuidehouseBOOTH 201
See write-up on page 40
IFAS LLCBOOTH 407www ifas-llc com
IFAS is an 8(a) Service-Disabled Veteran-Owned Small Business Woman-Owned Small Disadvan-taged Business providing Program Management Business and Finance Operations Integrated Logistics and IT Support Services to meet specific needs of our clients We provide geographically dispersed support available when and where you need us
Immersion ConsultingBOOTH 806www immersioninc com
Immersion Consulting a Service-Disabled Veteran-Owned Small Business headquartered in Annapolis Md provides business management and technology consulting to government nonprofit and commercial clients Founded in 2004 we specialize in program management financial management technology services and training Our mission provide clients with actionable business solutions that yield sustainable results
InforBOOTH 100www infor com
Infor Public Sector solutions streamline financial management across multiple systems With more than 25 years of public sector experience Infor helps you meet organization demands including budget and audit readiness performance management and financial control with flexible solution deployment options to help you operate more quickly and efficiently
Interior Business CenterBOOTH 402www doi govibc
The Interior Business Center one of several OMB-approved interagency shared-service providers offers acquisition financial manage-ment and HR under a fee-for-service full cost recovery business model By assisting multiple federal organizations IBC can leverage resources to share economies and efficiencies with external customers and our parent agency the US Department of the Interior
JP MorganBOOTH 701
See write-up on page 41
Kearney amp CompanyBOOTH 600
See write-up on page 40
Kforce Governnment Solutions IncBOOTH 202www kforcegov com
Kforce Government Solutions Inc (KGS) provides management and technology solutions to Federal Government and State and local agencies We deliver customized solutions across financial management organizational transformation and IT to solve our clientsrsquo most complex mission and business challenges KGS also offers the innovative TraumaFXreg line of medical training manikins
50 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
KPMG LLPBOOTH 506
See write-up on page 40
Lynch Consultants LLCBOOTH 401www lynchconsultants com
Lynch Consultants provides strategic financial and program advisory and assistance services to the federal government We partner with clients to deliver project management services financial and business support and strategic policy solutions for complex government programs Clients include numerous federal departments including DoD Navy Army VA HHS and HUD
Management ConceptsBOOTH 800www managementconcepts com
Management Concepts is a leading provider of professional development performance improve-ment and talent management solutions for the public sector Since 1973 we have collaborated with the federal government state and local offices non-profit organizations universities and corporations to enhance the performance of teams and organizations Follow us on Twitter Mgmt_Concepts
The MIL CorporationBOOTH 805www milcorp com
The MIL Corporation has grown steadily for 36 years and remains dedicated to excellence service and support across our four major service areas financial management and systems support information technology cyber security and systems and C4 engineering For more information please visit us at wwwmilcorpcom or on Facebook at httptinyurlcomFacebookMIL
mLINQS LLCBOOTH 203www mLINQS net
mLINQS a Service-Disabled Veteran-Owned Small Business founded in 2003 provides the govern-mentrsquos leading employee relocation management system and E-Gov travel (ETS2) consulting services Since 2004 mLINQS relocation system has automated relocations and tracked expenses for more than 30 agencies
MorganFranklin ConsultingBOOTH 707www morganfranklin com
MorganFranklin Consulting headquartered in McLean Va provides business consulting and technology solutions to public companies fast-growing private companies and US govern-ment agencies Third-party customer satisfaction surveys highlight the companyrsquos reputation for being hands-on flexible and skilled at bringing diverse groups together to complete projects on time and within budget
Qlik Tech IncBOOTH 801www qlik com
Qlikreg is the leading data analytics platform and the pioneer of user-driven business intelligence Its portfolio of cloud-based and on-premise solutions meets customersrsquo growing needs from reporting and self-service visual analysis to guided embedded and custom analytics regardless of where data is located
RMA Associates LLCBOOTH 501www rmafed com
RMA an SBA Certified 8(a) Small Business located in the Washington DC metropolitan area specializes in audit consulting and advisory
AGA PDT 2018 | ORLANDO 51
RSM US LLPBOOTH 207
See write-up on page 42
Savantage SolutionsBOOTH 308www savantage net
Savantage Solutions a CMMIreg Level 3 Rated and ISO 90012008 certified company is a leading provider of software development business consulting and program management support services One of only five vendors of financial management systems certified for federal use Savantage takes pride in its service excellence
Sehlke Consulting LLCBOOTH 200www sehlkeconsulting com
Founded in 2011 Sehlke Consulting is a Service-Disabled Veteran-Owned Small Business and Historically Underutilized Business Zone (HUBZone) firm based in Arlington Va We provide comprehensive leading solutions in Financial Management Acquisition Management Logistics and Supply Chain Management and National Security amp Defense Programs
TeraThink CorporationBOOTH 400www terathink com
TeraThink takes pride in the outstanding reputation we have earned over the past 15 years for delivering superior results to federal customers With expertise in agile development enterprise application technologies financial services and cloud solutions our delivery platform brings exceptional scale and value to support customersrsquo transformation business automation and mission-related goals Visit our booth and wwwTeraThinkcom for more information
TFC Consulting IncBOOTH 409www tfcci net
A licensed CPA firm Small Disadvantaged Business and ISO 9001_2015-certified enterprise TFC is the trusted partner of federal agencies facing complex financial management challenges Now celebrating 15 years of success and excellence in assisting clients TFC develops and implements comprehensive solutions to improve financial management environments and achieve operational efficiency
US Army Financial Management CommandBOOTH 802www facebook comUSAFMCOM
US Army Financial Management Command is responsible for the delivery of Army-wide Financial Management (FM) functions including Enterprise Resource Planning systems support audit and compliance support financial operations support and ERP business process standardization support and for providing operational oversight of Army field FM activities
Williams AdleyBOOTH 301
See write-up on page 43
Note The contents of this exhibitor list were compiled from information supplied by exhibitors While every effort has been made to ensure contents are correct AGA is unable to accept liability for errors or omissions or for any claims made by exhibitors
52 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AGA PDT 2018 | ORLANDO 53
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AIG Assistant Inspector GeneralAssoc AssociateAsst AssistantBus BusinessCEO Chief Executive OfficerCFO Chief Financial OfficerCIO Chief Information OfficerCo CountyComm CommitteeCOO Chief Operating OfficerCPAG Corporate Partner Advisory GroupDep DeputyDept DepartmentDev DevelopmentDir DirectorDiv DivisionEduc EducationERM Enterprise Risk ManagementExec ExecutiveFed FederalFM Financial ManagementGM General Manager Govt Government
Fields of Study See page 4 for list of Fields of Study
AOC Architect of the CapitolAOUSC Administrative Office of the
US CourtsCommerce US Department of CommerceDHHS US Department of Health
and Human ServicesDHS US Department of
Homeland SecurityDLA Defense Logistics AgencyDoD US Department of DefenseDoE US Department of EnergyDOI US Department of the InteriorDOJ US Department of JusticeDoS US Department of StateFASAB Federal Accounting Standards
Advisory BoardFiscal Service Bureau of the Fiscal ServiceFIT Office of Financial Innovation
and TransformationFMSB Financial Management Standards
BoardFTA Federal Transit Administration
HR Human ResourcesIG Inspector GeneralIT Information TechnologyMgmt ManagementMgr ManagerNatrsquol NationalOfc OfficePNP AGA Past National
PresidentPNT AGA Past National
TreasurerRPA Robotic Process
AutomationRVP Regional Vice PresidentSecrsquoy SecretarySME Subject Matter Expert Sr SeniorSvc ServiceSVP Senior Vice PresidentTech TechnicalUniv UniversityVP Vice President
GAO Government Accountability OfficeGASB Government Accounting Standards
BoardGSA US General Services
AdministrationHUD US Department of Housing
and Urban DevelopmentIRS Internal Revenue ServiceNASA National Aeronautics and Space
AdministrationNSF National Science FoundationOCFO Office of the Chief Financial OfficerOIG Office of Inspector GeneralOMB Office of Management and BudgetSBA Small Business AdministrationTreasury US Department of the TreasuryUSAID US Agency for International
DevelopmentUSDA US Department of AgricultureUSPTO US Patent and Trademark OfficeVA US Department of
Veteran Affairs
54 AGACGFM | PDT18
Glossary
MAIN CONVENTION CENTERSINGLE-LEVEL
REGISTRATION
CYBER LOUNGE
EX
HIB
IT H
ALL
PLENARY S
ESSIO
NS
AGA PDT 2018 | ORLANDO 55
Convention Center Floor Plans
圀䔀 䰀䤀匀吀䔀一 簀 圀䔀 䤀一一伀嘀䄀吀䔀 簀 圀䔀 䐀䔀䰀䤀嘀䔀刀
吀愀猀栀甀 吀爀椀瘀攀搀椀Ⰰ 倀爀攀猀椀搀攀渀琀䌀䔀伀 㜀㤀㐀 漀爀 琀琀爀椀瘀攀搀椀䀀琀昀挀挀椀渀攀琀
嘀椀猀椀琀 漀甀爀 眀攀戀猀椀琀攀 愀琀 眀眀眀琀昀挀挀椀渀攀琀
䘀漀爀 洀漀爀攀 椀渀昀漀爀洀愀琀椀漀渀 挀漀渀琀愀挀琀 吀䘀䌀
椀猀 琀栀攀 琀爀甀猀琀攀搀 瀀愀爀琀渀攀爀 昀漀爀 昀攀搀攀爀愀氀 愀最攀渀挀椀攀猀 琀栀愀琀愀爀攀 昀愀挀椀渀最 挀漀洀瀀氀攀砀 ǻ渀愀渀挀椀愀氀 洀愀渀愀最攀洀攀渀琀 挀栀愀氀氀攀渀最攀猀
吀䘀䌀 䌀漀渀猀甀氀琀椀渀最 䤀渀挀
뜀뜀
뜀뜀뜀뜀
䔀渀琀攀爀瀀爀椀猀攀 刀椀猀欀 䤀渀琀攀爀渀愀氀䌀漀渀琀爀漀氀猀 䄀搀瘀椀猀漀爀礀䤀洀瀀爀漀瀀攀爀 倀愀礀洀攀渀琀猀䴀攀愀猀甀爀攀洀攀渀琀 刀攀洀攀搀椀愀琀椀漀渀䘀椀渀愀渀挀椀愀氀 刀攀瀀漀爀琀椀渀最 䄀䄀挀挀漀甀渀琀椀渀最 伀瀀攀爀愀琀椀漀渀猀䘀椀渀愀渀挀椀愀氀 匀琀愀琀攀洀攀渀琀 䌀漀洀瀀氀椀愀渀挀攀 䄀甀搀椀琀䐀愀琀愀 䄀渀愀氀礀琀椀挀猀 伀瀀琀椀洀椀稀愀琀椀漀渀䤀吀 匀攀挀甀爀椀琀礀 刀攀瘀椀攀眀 䄀猀猀攀猀猀洀攀渀琀
伀甀爀 瘀愀氀甀攀ⴀ愀搀搀攀搀 猀攀爀瘀椀挀攀猀㨀
圀栀愀琀猀 礀漀甀爀 渀攀砀琀 洀漀瘀攀㼀
䴀愀渀礀 瀀愀琀栀猀Ⰰ 漀渀攀 挀漀爀爀攀挀琀 爀漀甀琀攀 䘀漀氀氀漀眀 吀䘀䌀 愀氀漀渀最 琀栀攀 爀漀甀琀攀 琀漀 猀甀挀挀攀猀猀 䘀椀爀猀琀 琀栀愀琀 挀漀爀爀攀挀琀氀礀
挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀
Play AGArsquos Exhibitor Hunt and win big prizes
including FREE registration to an
upcoming AGA training event
View CPEs Earned
Visit httpsessions ats-leads comagapdt2018 and enter your badge number to view CPEs earned during PDT
Note Only CPEs earned from previous day(s) can be viewed
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VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
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MAIN
VirtualExperience
with Accenture
AGACommunity
Service amp Silent
AGACGFM
Kearney amp CoPhoto Booth
104 805
503303
409 809
RelaxationStation
MAINENTRANCE
Stop by PDT 2019 Booth 102
Relax RechargeGet a free massage
46 AGACGFM | PDT18
Exhibit Hall Floor Plan
Exhibitors by Booth Number
Company Name Booth
Infor 100 Bureau of the Fiscal Service 101Audimation Services 104American Society of Military Comptrollers 106Kearney Photo Booth 107Graduate School 108 Sehlke Consulting LLC 200Guidehouse 201Kforce Government Solutions Inc 202mLINQS LLC 203RSM US LLP 207GrantSolutions 209ACL Services Ltd 300Williams Adley 301CohnReznick Government 302AOC Solutions 303CGI Federal 306Virtual Experience with Accenture 307Savantage Solutions 308TeraThink Corporation 400Lynch Consultants LLC 401Interior Business Center 402GEHA 403
Company Name Booth
IFAS LLC 407TFC Consulting Inc 409Grant Thornton LLP 500RMA Associates LLC 501Castro amp Company LLC 503KPMG LLP 506AGA Community Service amp Silent Auction 507Kearney amp Company 600EY 601AGA 607J P Morgan 701FI Consulting 703CliftonLarsonAllen LLP 706MorganFranklin Consulting 707Becker Professional Education 709Management Concepts 800Qlik Tech Inc 801U S Army Financial Management Command 802The MIL Corporation 805Immersion Consulting 806Automation Anywhere 809
ACL Services LtdBOOTH 300wwwaclcom
ACL is a global software company with innovative solutions for public sector professionals to keep processes in check and provide higher levels of assurance through team-based analytic approaches ACLrsquos platform has helped over 250 government offices globally to bolster compliance manage risks and assure effective governance Learn more at our booth and wwwaclcom
AGABOOTH 607wwwagacgfmorg
AGA is the member organization for government financial management professionals We lead and encourage change that benefits our field and all citizens Our networking events professional certification publications and ongoing education help members build skills and advance their careers Learn about our thought-leadership library online tools CGFM designation and more
AGA PDT 2018 | ORLANDO 47
Exhibitor Appreciation AGA Corporate Partner
AGA Community Service amp Silent AuctionBOOTH 507
Buy tickets and bid for great prizes in our silent auction including gift certificates gift baskets sports memorabilia vacations and more Proceeds support AGArsquos National Community Service Fund the American Cancer Society the American Heart Association the Humane Society and Habitat for Humanity Winners posted daily present the winning ticket to claim your prize
AGA New Orleans ChapterBACK OF EXHIBIT HALLwwwagacgfmorgneworleans
Stop by our booth to learn more about New Orleans and plan your trip to PDT 2019 scheduled for July 21ndash24 2019 You might win a free PDT 2019 registration
American Society of Military Comptrollers BOOTH 106wwwasmconlineorg
ASMC is the non-profit educational and professional organization for persons military and civilian in the overall field of military comptrollership ASMC promotes the education and training of its members and supports the development and advancement of the military comptrollership profession The society provides professional programs to keep members abreast of current issues and encour-ages the exchange of information techniques and approaches
AOC SolutionsBOOTH 303wwwaocfederalsolutionscom
AOC Solutions Inc is a Service-Disabled Veteran-Owned Business providing financial management federal accounting audit readiness support and technology services AOC thought leaders are dedicated to helping agencies identify better ways to analyze accounting and financial data for cost reduction and increased efficiency
Audimation ServicesBOOTH 104wwwaudimationcom
Audimation Services Inc is the US distributor of CaseWare IDEAreg a powerful user-friendly data analytics software tool designed to help profes-sionals extend auditing capabilities detect fraud and meet documentation standards We specialize in helping organizations streamline audits simplify data acquisition and improve business processes
Automation Anywhere BOOTH 809
See write-up on page 42
Becker Professional EducationBOOTH 709wwwbeckercom
Do you need CPE for CGFMreg CPA or the new DoD FM Certification Come ask about our Government Family Offer Nearly half a million professionals have advanced their careers through our CPE programs including CPA Exam Review PMPreg Exam Review Cybersecurity Six Sigma and more And be sure to check out our new program for Certified Anti-Money Laundering Specialists (CAMS)
Bureau of the Fiscal ServiceBOOTH 101wwwfiscaltreasurygov
The Bureau of the Fiscal Service serves as a catalyst for transforming the way the federal government manages finances and delivers shared services Our passion is improving financial management and shared service delivery through efficient and effective operations and through guidance and assistance to others
48 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Castro amp Company LLCBOOTH 503www castroco com
Headquartered in Washington DC Castro amp Company is an audit advisory and accounting services CPA firm with a strong federal customer focus We are a Minority-Owned Small Business offering the personalized services of a small firm with the full resources and quality expected from a larger CPA firm
CGI FederalBOOTH 306
See write-up on page 38
CliftonLarsonAllen LLPBOOTH 706
See write-up on page 39
CohnReznick GovernmentBOOTH 302www cohnreznick com
CohnReznick Government provides audit accounting and financial management compliance risk and integrity monitoring program and project management and disaster response and recovery Our comprehensive project management approach provides clients with reliable processes and delivers accounting insights to help government organizations improve communication administer fiscal and operational strategies and meet compliance requirements
EYBOOTH 601
See write-up on page 39
FI ConsultingBOOTH 703www ficonsulting com
FI Consulting develops effective practical solutions to help federal agencies achieve their missions while operating efficiently managing risk and adapting to a changing policy environment We apply our core strengths in Data Analytics Modeling and Technology to gain program performance insight manage risk improve operations and better deliver mission
GEHABOOTH 403www geha com
GEHA provides medical and dental plans through the FEHB and FEDVIP programs for more than 18 million federal employees retirees and their families GEHA members receive year-round vision and hearing benefits plus other discounts For more information please stop by our booth or visit gehacom and gehadentalcom
Graduate SchoolBOOTH 108www graduateschool edu
Graduate School USA provides a wide range of learning opportunities in formats accessible to adult learners everywhere through training continuing education courses executive and leadership development and credit offerings For professionals in the government auditing and financial management community we offer a comprehensive curriculum taught by leading practitioners
Grant Thornton LLPBOOTH 500
See write-up on page 38
AGA PDT 2018 | ORLANDO 49
GrantSolutionsBOOTH 209www grantsolutions gov
GrantSolutions supports Federal agencies throughout the grants lifecycle mdash from pre-award planning through application award and closeout Our service finds solutions for shared mission needs across agencies while incorporating unique business and regulatory processes for grant programs GrantSolutions is an OMB-selected grants business leader providing end-to-end innovative grants management services dedicated to advancing the mission of Federal agencies
GuidehouseBOOTH 201
See write-up on page 40
IFAS LLCBOOTH 407www ifas-llc com
IFAS is an 8(a) Service-Disabled Veteran-Owned Small Business Woman-Owned Small Disadvan-taged Business providing Program Management Business and Finance Operations Integrated Logistics and IT Support Services to meet specific needs of our clients We provide geographically dispersed support available when and where you need us
Immersion ConsultingBOOTH 806www immersioninc com
Immersion Consulting a Service-Disabled Veteran-Owned Small Business headquartered in Annapolis Md provides business management and technology consulting to government nonprofit and commercial clients Founded in 2004 we specialize in program management financial management technology services and training Our mission provide clients with actionable business solutions that yield sustainable results
InforBOOTH 100www infor com
Infor Public Sector solutions streamline financial management across multiple systems With more than 25 years of public sector experience Infor helps you meet organization demands including budget and audit readiness performance management and financial control with flexible solution deployment options to help you operate more quickly and efficiently
Interior Business CenterBOOTH 402www doi govibc
The Interior Business Center one of several OMB-approved interagency shared-service providers offers acquisition financial manage-ment and HR under a fee-for-service full cost recovery business model By assisting multiple federal organizations IBC can leverage resources to share economies and efficiencies with external customers and our parent agency the US Department of the Interior
JP MorganBOOTH 701
See write-up on page 41
Kearney amp CompanyBOOTH 600
See write-up on page 40
Kforce Governnment Solutions IncBOOTH 202www kforcegov com
Kforce Government Solutions Inc (KGS) provides management and technology solutions to Federal Government and State and local agencies We deliver customized solutions across financial management organizational transformation and IT to solve our clientsrsquo most complex mission and business challenges KGS also offers the innovative TraumaFXreg line of medical training manikins
50 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
KPMG LLPBOOTH 506
See write-up on page 40
Lynch Consultants LLCBOOTH 401www lynchconsultants com
Lynch Consultants provides strategic financial and program advisory and assistance services to the federal government We partner with clients to deliver project management services financial and business support and strategic policy solutions for complex government programs Clients include numerous federal departments including DoD Navy Army VA HHS and HUD
Management ConceptsBOOTH 800www managementconcepts com
Management Concepts is a leading provider of professional development performance improve-ment and talent management solutions for the public sector Since 1973 we have collaborated with the federal government state and local offices non-profit organizations universities and corporations to enhance the performance of teams and organizations Follow us on Twitter Mgmt_Concepts
The MIL CorporationBOOTH 805www milcorp com
The MIL Corporation has grown steadily for 36 years and remains dedicated to excellence service and support across our four major service areas financial management and systems support information technology cyber security and systems and C4 engineering For more information please visit us at wwwmilcorpcom or on Facebook at httptinyurlcomFacebookMIL
mLINQS LLCBOOTH 203www mLINQS net
mLINQS a Service-Disabled Veteran-Owned Small Business founded in 2003 provides the govern-mentrsquos leading employee relocation management system and E-Gov travel (ETS2) consulting services Since 2004 mLINQS relocation system has automated relocations and tracked expenses for more than 30 agencies
MorganFranklin ConsultingBOOTH 707www morganfranklin com
MorganFranklin Consulting headquartered in McLean Va provides business consulting and technology solutions to public companies fast-growing private companies and US govern-ment agencies Third-party customer satisfaction surveys highlight the companyrsquos reputation for being hands-on flexible and skilled at bringing diverse groups together to complete projects on time and within budget
Qlik Tech IncBOOTH 801www qlik com
Qlikreg is the leading data analytics platform and the pioneer of user-driven business intelligence Its portfolio of cloud-based and on-premise solutions meets customersrsquo growing needs from reporting and self-service visual analysis to guided embedded and custom analytics regardless of where data is located
RMA Associates LLCBOOTH 501www rmafed com
RMA an SBA Certified 8(a) Small Business located in the Washington DC metropolitan area specializes in audit consulting and advisory
AGA PDT 2018 | ORLANDO 51
RSM US LLPBOOTH 207
See write-up on page 42
Savantage SolutionsBOOTH 308www savantage net
Savantage Solutions a CMMIreg Level 3 Rated and ISO 90012008 certified company is a leading provider of software development business consulting and program management support services One of only five vendors of financial management systems certified for federal use Savantage takes pride in its service excellence
Sehlke Consulting LLCBOOTH 200www sehlkeconsulting com
Founded in 2011 Sehlke Consulting is a Service-Disabled Veteran-Owned Small Business and Historically Underutilized Business Zone (HUBZone) firm based in Arlington Va We provide comprehensive leading solutions in Financial Management Acquisition Management Logistics and Supply Chain Management and National Security amp Defense Programs
TeraThink CorporationBOOTH 400www terathink com
TeraThink takes pride in the outstanding reputation we have earned over the past 15 years for delivering superior results to federal customers With expertise in agile development enterprise application technologies financial services and cloud solutions our delivery platform brings exceptional scale and value to support customersrsquo transformation business automation and mission-related goals Visit our booth and wwwTeraThinkcom for more information
TFC Consulting IncBOOTH 409www tfcci net
A licensed CPA firm Small Disadvantaged Business and ISO 9001_2015-certified enterprise TFC is the trusted partner of federal agencies facing complex financial management challenges Now celebrating 15 years of success and excellence in assisting clients TFC develops and implements comprehensive solutions to improve financial management environments and achieve operational efficiency
US Army Financial Management CommandBOOTH 802www facebook comUSAFMCOM
US Army Financial Management Command is responsible for the delivery of Army-wide Financial Management (FM) functions including Enterprise Resource Planning systems support audit and compliance support financial operations support and ERP business process standardization support and for providing operational oversight of Army field FM activities
Williams AdleyBOOTH 301
See write-up on page 43
Note The contents of this exhibitor list were compiled from information supplied by exhibitors While every effort has been made to ensure contents are correct AGA is unable to accept liability for errors or omissions or for any claims made by exhibitors
52 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AGA PDT 2018 | ORLANDO 53
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AIG Assistant Inspector GeneralAssoc AssociateAsst AssistantBus BusinessCEO Chief Executive OfficerCFO Chief Financial OfficerCIO Chief Information OfficerCo CountyComm CommitteeCOO Chief Operating OfficerCPAG Corporate Partner Advisory GroupDep DeputyDept DepartmentDev DevelopmentDir DirectorDiv DivisionEduc EducationERM Enterprise Risk ManagementExec ExecutiveFed FederalFM Financial ManagementGM General Manager Govt Government
Fields of Study See page 4 for list of Fields of Study
AOC Architect of the CapitolAOUSC Administrative Office of the
US CourtsCommerce US Department of CommerceDHHS US Department of Health
and Human ServicesDHS US Department of
Homeland SecurityDLA Defense Logistics AgencyDoD US Department of DefenseDoE US Department of EnergyDOI US Department of the InteriorDOJ US Department of JusticeDoS US Department of StateFASAB Federal Accounting Standards
Advisory BoardFiscal Service Bureau of the Fiscal ServiceFIT Office of Financial Innovation
and TransformationFMSB Financial Management Standards
BoardFTA Federal Transit Administration
HR Human ResourcesIG Inspector GeneralIT Information TechnologyMgmt ManagementMgr ManagerNatrsquol NationalOfc OfficePNP AGA Past National
PresidentPNT AGA Past National
TreasurerRPA Robotic Process
AutomationRVP Regional Vice PresidentSecrsquoy SecretarySME Subject Matter Expert Sr SeniorSvc ServiceSVP Senior Vice PresidentTech TechnicalUniv UniversityVP Vice President
GAO Government Accountability OfficeGASB Government Accounting Standards
BoardGSA US General Services
AdministrationHUD US Department of Housing
and Urban DevelopmentIRS Internal Revenue ServiceNASA National Aeronautics and Space
AdministrationNSF National Science FoundationOCFO Office of the Chief Financial OfficerOIG Office of Inspector GeneralOMB Office of Management and BudgetSBA Small Business AdministrationTreasury US Department of the TreasuryUSAID US Agency for International
DevelopmentUSDA US Department of AgricultureUSPTO US Patent and Trademark OfficeVA US Department of
Veteran Affairs
54 AGACGFM | PDT18
Glossary
MAIN CONVENTION CENTERSINGLE-LEVEL
REGISTRATION
CYBER LOUNGE
EX
HIB
IT H
ALL
PLENARY S
ESSIO
NS
AGA PDT 2018 | ORLANDO 55
Convention Center Floor Plans
圀䔀 䰀䤀匀吀䔀一 簀 圀䔀 䤀一一伀嘀䄀吀䔀 簀 圀䔀 䐀䔀䰀䤀嘀䔀刀
吀愀猀栀甀 吀爀椀瘀攀搀椀Ⰰ 倀爀攀猀椀搀攀渀琀䌀䔀伀 㜀㤀㐀 漀爀 琀琀爀椀瘀攀搀椀䀀琀昀挀挀椀渀攀琀
嘀椀猀椀琀 漀甀爀 眀攀戀猀椀琀攀 愀琀 眀眀眀琀昀挀挀椀渀攀琀
䘀漀爀 洀漀爀攀 椀渀昀漀爀洀愀琀椀漀渀 挀漀渀琀愀挀琀 吀䘀䌀
椀猀 琀栀攀 琀爀甀猀琀攀搀 瀀愀爀琀渀攀爀 昀漀爀 昀攀搀攀爀愀氀 愀最攀渀挀椀攀猀 琀栀愀琀愀爀攀 昀愀挀椀渀最 挀漀洀瀀氀攀砀 ǻ渀愀渀挀椀愀氀 洀愀渀愀最攀洀攀渀琀 挀栀愀氀氀攀渀最攀猀
吀䘀䌀 䌀漀渀猀甀氀琀椀渀最 䤀渀挀
뜀뜀
뜀뜀뜀뜀
䔀渀琀攀爀瀀爀椀猀攀 刀椀猀欀 䤀渀琀攀爀渀愀氀䌀漀渀琀爀漀氀猀 䄀搀瘀椀猀漀爀礀䤀洀瀀爀漀瀀攀爀 倀愀礀洀攀渀琀猀䴀攀愀猀甀爀攀洀攀渀琀 刀攀洀攀搀椀愀琀椀漀渀䘀椀渀愀渀挀椀愀氀 刀攀瀀漀爀琀椀渀最 䄀䄀挀挀漀甀渀琀椀渀最 伀瀀攀爀愀琀椀漀渀猀䘀椀渀愀渀挀椀愀氀 匀琀愀琀攀洀攀渀琀 䌀漀洀瀀氀椀愀渀挀攀 䄀甀搀椀琀䐀愀琀愀 䄀渀愀氀礀琀椀挀猀 伀瀀琀椀洀椀稀愀琀椀漀渀䤀吀 匀攀挀甀爀椀琀礀 刀攀瘀椀攀眀 䄀猀猀攀猀猀洀攀渀琀
伀甀爀 瘀愀氀甀攀ⴀ愀搀搀攀搀 猀攀爀瘀椀挀攀猀㨀
圀栀愀琀猀 礀漀甀爀 渀攀砀琀 洀漀瘀攀㼀
䴀愀渀礀 瀀愀琀栀猀Ⰰ 漀渀攀 挀漀爀爀攀挀琀 爀漀甀琀攀 䘀漀氀氀漀眀 吀䘀䌀 愀氀漀渀最 琀栀攀 爀漀甀琀攀 琀漀 猀甀挀挀攀猀猀 䘀椀爀猀琀 琀栀愀琀 挀漀爀爀攀挀琀氀礀
挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀
Exhibitors by Booth Number
Company Name Booth
Infor 100 Bureau of the Fiscal Service 101Audimation Services 104American Society of Military Comptrollers 106Kearney Photo Booth 107Graduate School 108 Sehlke Consulting LLC 200Guidehouse 201Kforce Government Solutions Inc 202mLINQS LLC 203RSM US LLP 207GrantSolutions 209ACL Services Ltd 300Williams Adley 301CohnReznick Government 302AOC Solutions 303CGI Federal 306Virtual Experience with Accenture 307Savantage Solutions 308TeraThink Corporation 400Lynch Consultants LLC 401Interior Business Center 402GEHA 403
Company Name Booth
IFAS LLC 407TFC Consulting Inc 409Grant Thornton LLP 500RMA Associates LLC 501Castro amp Company LLC 503KPMG LLP 506AGA Community Service amp Silent Auction 507Kearney amp Company 600EY 601AGA 607J P Morgan 701FI Consulting 703CliftonLarsonAllen LLP 706MorganFranklin Consulting 707Becker Professional Education 709Management Concepts 800Qlik Tech Inc 801U S Army Financial Management Command 802The MIL Corporation 805Immersion Consulting 806Automation Anywhere 809
ACL Services LtdBOOTH 300wwwaclcom
ACL is a global software company with innovative solutions for public sector professionals to keep processes in check and provide higher levels of assurance through team-based analytic approaches ACLrsquos platform has helped over 250 government offices globally to bolster compliance manage risks and assure effective governance Learn more at our booth and wwwaclcom
AGABOOTH 607wwwagacgfmorg
AGA is the member organization for government financial management professionals We lead and encourage change that benefits our field and all citizens Our networking events professional certification publications and ongoing education help members build skills and advance their careers Learn about our thought-leadership library online tools CGFM designation and more
AGA PDT 2018 | ORLANDO 47
Exhibitor Appreciation AGA Corporate Partner
AGA Community Service amp Silent AuctionBOOTH 507
Buy tickets and bid for great prizes in our silent auction including gift certificates gift baskets sports memorabilia vacations and more Proceeds support AGArsquos National Community Service Fund the American Cancer Society the American Heart Association the Humane Society and Habitat for Humanity Winners posted daily present the winning ticket to claim your prize
AGA New Orleans ChapterBACK OF EXHIBIT HALLwwwagacgfmorgneworleans
Stop by our booth to learn more about New Orleans and plan your trip to PDT 2019 scheduled for July 21ndash24 2019 You might win a free PDT 2019 registration
American Society of Military Comptrollers BOOTH 106wwwasmconlineorg
ASMC is the non-profit educational and professional organization for persons military and civilian in the overall field of military comptrollership ASMC promotes the education and training of its members and supports the development and advancement of the military comptrollership profession The society provides professional programs to keep members abreast of current issues and encour-ages the exchange of information techniques and approaches
AOC SolutionsBOOTH 303wwwaocfederalsolutionscom
AOC Solutions Inc is a Service-Disabled Veteran-Owned Business providing financial management federal accounting audit readiness support and technology services AOC thought leaders are dedicated to helping agencies identify better ways to analyze accounting and financial data for cost reduction and increased efficiency
Audimation ServicesBOOTH 104wwwaudimationcom
Audimation Services Inc is the US distributor of CaseWare IDEAreg a powerful user-friendly data analytics software tool designed to help profes-sionals extend auditing capabilities detect fraud and meet documentation standards We specialize in helping organizations streamline audits simplify data acquisition and improve business processes
Automation Anywhere BOOTH 809
See write-up on page 42
Becker Professional EducationBOOTH 709wwwbeckercom
Do you need CPE for CGFMreg CPA or the new DoD FM Certification Come ask about our Government Family Offer Nearly half a million professionals have advanced their careers through our CPE programs including CPA Exam Review PMPreg Exam Review Cybersecurity Six Sigma and more And be sure to check out our new program for Certified Anti-Money Laundering Specialists (CAMS)
Bureau of the Fiscal ServiceBOOTH 101wwwfiscaltreasurygov
The Bureau of the Fiscal Service serves as a catalyst for transforming the way the federal government manages finances and delivers shared services Our passion is improving financial management and shared service delivery through efficient and effective operations and through guidance and assistance to others
48 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Castro amp Company LLCBOOTH 503www castroco com
Headquartered in Washington DC Castro amp Company is an audit advisory and accounting services CPA firm with a strong federal customer focus We are a Minority-Owned Small Business offering the personalized services of a small firm with the full resources and quality expected from a larger CPA firm
CGI FederalBOOTH 306
See write-up on page 38
CliftonLarsonAllen LLPBOOTH 706
See write-up on page 39
CohnReznick GovernmentBOOTH 302www cohnreznick com
CohnReznick Government provides audit accounting and financial management compliance risk and integrity monitoring program and project management and disaster response and recovery Our comprehensive project management approach provides clients with reliable processes and delivers accounting insights to help government organizations improve communication administer fiscal and operational strategies and meet compliance requirements
EYBOOTH 601
See write-up on page 39
FI ConsultingBOOTH 703www ficonsulting com
FI Consulting develops effective practical solutions to help federal agencies achieve their missions while operating efficiently managing risk and adapting to a changing policy environment We apply our core strengths in Data Analytics Modeling and Technology to gain program performance insight manage risk improve operations and better deliver mission
GEHABOOTH 403www geha com
GEHA provides medical and dental plans through the FEHB and FEDVIP programs for more than 18 million federal employees retirees and their families GEHA members receive year-round vision and hearing benefits plus other discounts For more information please stop by our booth or visit gehacom and gehadentalcom
Graduate SchoolBOOTH 108www graduateschool edu
Graduate School USA provides a wide range of learning opportunities in formats accessible to adult learners everywhere through training continuing education courses executive and leadership development and credit offerings For professionals in the government auditing and financial management community we offer a comprehensive curriculum taught by leading practitioners
Grant Thornton LLPBOOTH 500
See write-up on page 38
AGA PDT 2018 | ORLANDO 49
GrantSolutionsBOOTH 209www grantsolutions gov
GrantSolutions supports Federal agencies throughout the grants lifecycle mdash from pre-award planning through application award and closeout Our service finds solutions for shared mission needs across agencies while incorporating unique business and regulatory processes for grant programs GrantSolutions is an OMB-selected grants business leader providing end-to-end innovative grants management services dedicated to advancing the mission of Federal agencies
GuidehouseBOOTH 201
See write-up on page 40
IFAS LLCBOOTH 407www ifas-llc com
IFAS is an 8(a) Service-Disabled Veteran-Owned Small Business Woman-Owned Small Disadvan-taged Business providing Program Management Business and Finance Operations Integrated Logistics and IT Support Services to meet specific needs of our clients We provide geographically dispersed support available when and where you need us
Immersion ConsultingBOOTH 806www immersioninc com
Immersion Consulting a Service-Disabled Veteran-Owned Small Business headquartered in Annapolis Md provides business management and technology consulting to government nonprofit and commercial clients Founded in 2004 we specialize in program management financial management technology services and training Our mission provide clients with actionable business solutions that yield sustainable results
InforBOOTH 100www infor com
Infor Public Sector solutions streamline financial management across multiple systems With more than 25 years of public sector experience Infor helps you meet organization demands including budget and audit readiness performance management and financial control with flexible solution deployment options to help you operate more quickly and efficiently
Interior Business CenterBOOTH 402www doi govibc
The Interior Business Center one of several OMB-approved interagency shared-service providers offers acquisition financial manage-ment and HR under a fee-for-service full cost recovery business model By assisting multiple federal organizations IBC can leverage resources to share economies and efficiencies with external customers and our parent agency the US Department of the Interior
JP MorganBOOTH 701
See write-up on page 41
Kearney amp CompanyBOOTH 600
See write-up on page 40
Kforce Governnment Solutions IncBOOTH 202www kforcegov com
Kforce Government Solutions Inc (KGS) provides management and technology solutions to Federal Government and State and local agencies We deliver customized solutions across financial management organizational transformation and IT to solve our clientsrsquo most complex mission and business challenges KGS also offers the innovative TraumaFXreg line of medical training manikins
50 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
KPMG LLPBOOTH 506
See write-up on page 40
Lynch Consultants LLCBOOTH 401www lynchconsultants com
Lynch Consultants provides strategic financial and program advisory and assistance services to the federal government We partner with clients to deliver project management services financial and business support and strategic policy solutions for complex government programs Clients include numerous federal departments including DoD Navy Army VA HHS and HUD
Management ConceptsBOOTH 800www managementconcepts com
Management Concepts is a leading provider of professional development performance improve-ment and talent management solutions for the public sector Since 1973 we have collaborated with the federal government state and local offices non-profit organizations universities and corporations to enhance the performance of teams and organizations Follow us on Twitter Mgmt_Concepts
The MIL CorporationBOOTH 805www milcorp com
The MIL Corporation has grown steadily for 36 years and remains dedicated to excellence service and support across our four major service areas financial management and systems support information technology cyber security and systems and C4 engineering For more information please visit us at wwwmilcorpcom or on Facebook at httptinyurlcomFacebookMIL
mLINQS LLCBOOTH 203www mLINQS net
mLINQS a Service-Disabled Veteran-Owned Small Business founded in 2003 provides the govern-mentrsquos leading employee relocation management system and E-Gov travel (ETS2) consulting services Since 2004 mLINQS relocation system has automated relocations and tracked expenses for more than 30 agencies
MorganFranklin ConsultingBOOTH 707www morganfranklin com
MorganFranklin Consulting headquartered in McLean Va provides business consulting and technology solutions to public companies fast-growing private companies and US govern-ment agencies Third-party customer satisfaction surveys highlight the companyrsquos reputation for being hands-on flexible and skilled at bringing diverse groups together to complete projects on time and within budget
Qlik Tech IncBOOTH 801www qlik com
Qlikreg is the leading data analytics platform and the pioneer of user-driven business intelligence Its portfolio of cloud-based and on-premise solutions meets customersrsquo growing needs from reporting and self-service visual analysis to guided embedded and custom analytics regardless of where data is located
RMA Associates LLCBOOTH 501www rmafed com
RMA an SBA Certified 8(a) Small Business located in the Washington DC metropolitan area specializes in audit consulting and advisory
AGA PDT 2018 | ORLANDO 51
RSM US LLPBOOTH 207
See write-up on page 42
Savantage SolutionsBOOTH 308www savantage net
Savantage Solutions a CMMIreg Level 3 Rated and ISO 90012008 certified company is a leading provider of software development business consulting and program management support services One of only five vendors of financial management systems certified for federal use Savantage takes pride in its service excellence
Sehlke Consulting LLCBOOTH 200www sehlkeconsulting com
Founded in 2011 Sehlke Consulting is a Service-Disabled Veteran-Owned Small Business and Historically Underutilized Business Zone (HUBZone) firm based in Arlington Va We provide comprehensive leading solutions in Financial Management Acquisition Management Logistics and Supply Chain Management and National Security amp Defense Programs
TeraThink CorporationBOOTH 400www terathink com
TeraThink takes pride in the outstanding reputation we have earned over the past 15 years for delivering superior results to federal customers With expertise in agile development enterprise application technologies financial services and cloud solutions our delivery platform brings exceptional scale and value to support customersrsquo transformation business automation and mission-related goals Visit our booth and wwwTeraThinkcom for more information
TFC Consulting IncBOOTH 409www tfcci net
A licensed CPA firm Small Disadvantaged Business and ISO 9001_2015-certified enterprise TFC is the trusted partner of federal agencies facing complex financial management challenges Now celebrating 15 years of success and excellence in assisting clients TFC develops and implements comprehensive solutions to improve financial management environments and achieve operational efficiency
US Army Financial Management CommandBOOTH 802www facebook comUSAFMCOM
US Army Financial Management Command is responsible for the delivery of Army-wide Financial Management (FM) functions including Enterprise Resource Planning systems support audit and compliance support financial operations support and ERP business process standardization support and for providing operational oversight of Army field FM activities
Williams AdleyBOOTH 301
See write-up on page 43
Note The contents of this exhibitor list were compiled from information supplied by exhibitors While every effort has been made to ensure contents are correct AGA is unable to accept liability for errors or omissions or for any claims made by exhibitors
52 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AGA PDT 2018 | ORLANDO 53
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AIG Assistant Inspector GeneralAssoc AssociateAsst AssistantBus BusinessCEO Chief Executive OfficerCFO Chief Financial OfficerCIO Chief Information OfficerCo CountyComm CommitteeCOO Chief Operating OfficerCPAG Corporate Partner Advisory GroupDep DeputyDept DepartmentDev DevelopmentDir DirectorDiv DivisionEduc EducationERM Enterprise Risk ManagementExec ExecutiveFed FederalFM Financial ManagementGM General Manager Govt Government
Fields of Study See page 4 for list of Fields of Study
AOC Architect of the CapitolAOUSC Administrative Office of the
US CourtsCommerce US Department of CommerceDHHS US Department of Health
and Human ServicesDHS US Department of
Homeland SecurityDLA Defense Logistics AgencyDoD US Department of DefenseDoE US Department of EnergyDOI US Department of the InteriorDOJ US Department of JusticeDoS US Department of StateFASAB Federal Accounting Standards
Advisory BoardFiscal Service Bureau of the Fiscal ServiceFIT Office of Financial Innovation
and TransformationFMSB Financial Management Standards
BoardFTA Federal Transit Administration
HR Human ResourcesIG Inspector GeneralIT Information TechnologyMgmt ManagementMgr ManagerNatrsquol NationalOfc OfficePNP AGA Past National
PresidentPNT AGA Past National
TreasurerRPA Robotic Process
AutomationRVP Regional Vice PresidentSecrsquoy SecretarySME Subject Matter Expert Sr SeniorSvc ServiceSVP Senior Vice PresidentTech TechnicalUniv UniversityVP Vice President
GAO Government Accountability OfficeGASB Government Accounting Standards
BoardGSA US General Services
AdministrationHUD US Department of Housing
and Urban DevelopmentIRS Internal Revenue ServiceNASA National Aeronautics and Space
AdministrationNSF National Science FoundationOCFO Office of the Chief Financial OfficerOIG Office of Inspector GeneralOMB Office of Management and BudgetSBA Small Business AdministrationTreasury US Department of the TreasuryUSAID US Agency for International
DevelopmentUSDA US Department of AgricultureUSPTO US Patent and Trademark OfficeVA US Department of
Veteran Affairs
54 AGACGFM | PDT18
Glossary
MAIN CONVENTION CENTERSINGLE-LEVEL
REGISTRATION
CYBER LOUNGE
EX
HIB
IT H
ALL
PLENARY S
ESSIO
NS
AGA PDT 2018 | ORLANDO 55
Convention Center Floor Plans
圀䔀 䰀䤀匀吀䔀一 簀 圀䔀 䤀一一伀嘀䄀吀䔀 簀 圀䔀 䐀䔀䰀䤀嘀䔀刀
吀愀猀栀甀 吀爀椀瘀攀搀椀Ⰰ 倀爀攀猀椀搀攀渀琀䌀䔀伀 㜀㤀㐀 漀爀 琀琀爀椀瘀攀搀椀䀀琀昀挀挀椀渀攀琀
嘀椀猀椀琀 漀甀爀 眀攀戀猀椀琀攀 愀琀 眀眀眀琀昀挀挀椀渀攀琀
䘀漀爀 洀漀爀攀 椀渀昀漀爀洀愀琀椀漀渀 挀漀渀琀愀挀琀 吀䘀䌀
椀猀 琀栀攀 琀爀甀猀琀攀搀 瀀愀爀琀渀攀爀 昀漀爀 昀攀搀攀爀愀氀 愀最攀渀挀椀攀猀 琀栀愀琀愀爀攀 昀愀挀椀渀最 挀漀洀瀀氀攀砀 ǻ渀愀渀挀椀愀氀 洀愀渀愀最攀洀攀渀琀 挀栀愀氀氀攀渀最攀猀
吀䘀䌀 䌀漀渀猀甀氀琀椀渀最 䤀渀挀
뜀뜀
뜀뜀뜀뜀
䔀渀琀攀爀瀀爀椀猀攀 刀椀猀欀 䤀渀琀攀爀渀愀氀䌀漀渀琀爀漀氀猀 䄀搀瘀椀猀漀爀礀䤀洀瀀爀漀瀀攀爀 倀愀礀洀攀渀琀猀䴀攀愀猀甀爀攀洀攀渀琀 刀攀洀攀搀椀愀琀椀漀渀䘀椀渀愀渀挀椀愀氀 刀攀瀀漀爀琀椀渀最 䄀䄀挀挀漀甀渀琀椀渀最 伀瀀攀爀愀琀椀漀渀猀䘀椀渀愀渀挀椀愀氀 匀琀愀琀攀洀攀渀琀 䌀漀洀瀀氀椀愀渀挀攀 䄀甀搀椀琀䐀愀琀愀 䄀渀愀氀礀琀椀挀猀 伀瀀琀椀洀椀稀愀琀椀漀渀䤀吀 匀攀挀甀爀椀琀礀 刀攀瘀椀攀眀 䄀猀猀攀猀猀洀攀渀琀
伀甀爀 瘀愀氀甀攀ⴀ愀搀搀攀搀 猀攀爀瘀椀挀攀猀㨀
圀栀愀琀猀 礀漀甀爀 渀攀砀琀 洀漀瘀攀㼀
䴀愀渀礀 瀀愀琀栀猀Ⰰ 漀渀攀 挀漀爀爀攀挀琀 爀漀甀琀攀 䘀漀氀氀漀眀 吀䘀䌀 愀氀漀渀最 琀栀攀 爀漀甀琀攀 琀漀 猀甀挀挀攀猀猀 䘀椀爀猀琀 琀栀愀琀 挀漀爀爀攀挀琀氀礀
挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀
AGA Community Service amp Silent AuctionBOOTH 507
Buy tickets and bid for great prizes in our silent auction including gift certificates gift baskets sports memorabilia vacations and more Proceeds support AGArsquos National Community Service Fund the American Cancer Society the American Heart Association the Humane Society and Habitat for Humanity Winners posted daily present the winning ticket to claim your prize
AGA New Orleans ChapterBACK OF EXHIBIT HALLwwwagacgfmorgneworleans
Stop by our booth to learn more about New Orleans and plan your trip to PDT 2019 scheduled for July 21ndash24 2019 You might win a free PDT 2019 registration
American Society of Military Comptrollers BOOTH 106wwwasmconlineorg
ASMC is the non-profit educational and professional organization for persons military and civilian in the overall field of military comptrollership ASMC promotes the education and training of its members and supports the development and advancement of the military comptrollership profession The society provides professional programs to keep members abreast of current issues and encour-ages the exchange of information techniques and approaches
AOC SolutionsBOOTH 303wwwaocfederalsolutionscom
AOC Solutions Inc is a Service-Disabled Veteran-Owned Business providing financial management federal accounting audit readiness support and technology services AOC thought leaders are dedicated to helping agencies identify better ways to analyze accounting and financial data for cost reduction and increased efficiency
Audimation ServicesBOOTH 104wwwaudimationcom
Audimation Services Inc is the US distributor of CaseWare IDEAreg a powerful user-friendly data analytics software tool designed to help profes-sionals extend auditing capabilities detect fraud and meet documentation standards We specialize in helping organizations streamline audits simplify data acquisition and improve business processes
Automation Anywhere BOOTH 809
See write-up on page 42
Becker Professional EducationBOOTH 709wwwbeckercom
Do you need CPE for CGFMreg CPA or the new DoD FM Certification Come ask about our Government Family Offer Nearly half a million professionals have advanced their careers through our CPE programs including CPA Exam Review PMPreg Exam Review Cybersecurity Six Sigma and more And be sure to check out our new program for Certified Anti-Money Laundering Specialists (CAMS)
Bureau of the Fiscal ServiceBOOTH 101wwwfiscaltreasurygov
The Bureau of the Fiscal Service serves as a catalyst for transforming the way the federal government manages finances and delivers shared services Our passion is improving financial management and shared service delivery through efficient and effective operations and through guidance and assistance to others
48 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Castro amp Company LLCBOOTH 503www castroco com
Headquartered in Washington DC Castro amp Company is an audit advisory and accounting services CPA firm with a strong federal customer focus We are a Minority-Owned Small Business offering the personalized services of a small firm with the full resources and quality expected from a larger CPA firm
CGI FederalBOOTH 306
See write-up on page 38
CliftonLarsonAllen LLPBOOTH 706
See write-up on page 39
CohnReznick GovernmentBOOTH 302www cohnreznick com
CohnReznick Government provides audit accounting and financial management compliance risk and integrity monitoring program and project management and disaster response and recovery Our comprehensive project management approach provides clients with reliable processes and delivers accounting insights to help government organizations improve communication administer fiscal and operational strategies and meet compliance requirements
EYBOOTH 601
See write-up on page 39
FI ConsultingBOOTH 703www ficonsulting com
FI Consulting develops effective practical solutions to help federal agencies achieve their missions while operating efficiently managing risk and adapting to a changing policy environment We apply our core strengths in Data Analytics Modeling and Technology to gain program performance insight manage risk improve operations and better deliver mission
GEHABOOTH 403www geha com
GEHA provides medical and dental plans through the FEHB and FEDVIP programs for more than 18 million federal employees retirees and their families GEHA members receive year-round vision and hearing benefits plus other discounts For more information please stop by our booth or visit gehacom and gehadentalcom
Graduate SchoolBOOTH 108www graduateschool edu
Graduate School USA provides a wide range of learning opportunities in formats accessible to adult learners everywhere through training continuing education courses executive and leadership development and credit offerings For professionals in the government auditing and financial management community we offer a comprehensive curriculum taught by leading practitioners
Grant Thornton LLPBOOTH 500
See write-up on page 38
AGA PDT 2018 | ORLANDO 49
GrantSolutionsBOOTH 209www grantsolutions gov
GrantSolutions supports Federal agencies throughout the grants lifecycle mdash from pre-award planning through application award and closeout Our service finds solutions for shared mission needs across agencies while incorporating unique business and regulatory processes for grant programs GrantSolutions is an OMB-selected grants business leader providing end-to-end innovative grants management services dedicated to advancing the mission of Federal agencies
GuidehouseBOOTH 201
See write-up on page 40
IFAS LLCBOOTH 407www ifas-llc com
IFAS is an 8(a) Service-Disabled Veteran-Owned Small Business Woman-Owned Small Disadvan-taged Business providing Program Management Business and Finance Operations Integrated Logistics and IT Support Services to meet specific needs of our clients We provide geographically dispersed support available when and where you need us
Immersion ConsultingBOOTH 806www immersioninc com
Immersion Consulting a Service-Disabled Veteran-Owned Small Business headquartered in Annapolis Md provides business management and technology consulting to government nonprofit and commercial clients Founded in 2004 we specialize in program management financial management technology services and training Our mission provide clients with actionable business solutions that yield sustainable results
InforBOOTH 100www infor com
Infor Public Sector solutions streamline financial management across multiple systems With more than 25 years of public sector experience Infor helps you meet organization demands including budget and audit readiness performance management and financial control with flexible solution deployment options to help you operate more quickly and efficiently
Interior Business CenterBOOTH 402www doi govibc
The Interior Business Center one of several OMB-approved interagency shared-service providers offers acquisition financial manage-ment and HR under a fee-for-service full cost recovery business model By assisting multiple federal organizations IBC can leverage resources to share economies and efficiencies with external customers and our parent agency the US Department of the Interior
JP MorganBOOTH 701
See write-up on page 41
Kearney amp CompanyBOOTH 600
See write-up on page 40
Kforce Governnment Solutions IncBOOTH 202www kforcegov com
Kforce Government Solutions Inc (KGS) provides management and technology solutions to Federal Government and State and local agencies We deliver customized solutions across financial management organizational transformation and IT to solve our clientsrsquo most complex mission and business challenges KGS also offers the innovative TraumaFXreg line of medical training manikins
50 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
KPMG LLPBOOTH 506
See write-up on page 40
Lynch Consultants LLCBOOTH 401www lynchconsultants com
Lynch Consultants provides strategic financial and program advisory and assistance services to the federal government We partner with clients to deliver project management services financial and business support and strategic policy solutions for complex government programs Clients include numerous federal departments including DoD Navy Army VA HHS and HUD
Management ConceptsBOOTH 800www managementconcepts com
Management Concepts is a leading provider of professional development performance improve-ment and talent management solutions for the public sector Since 1973 we have collaborated with the federal government state and local offices non-profit organizations universities and corporations to enhance the performance of teams and organizations Follow us on Twitter Mgmt_Concepts
The MIL CorporationBOOTH 805www milcorp com
The MIL Corporation has grown steadily for 36 years and remains dedicated to excellence service and support across our four major service areas financial management and systems support information technology cyber security and systems and C4 engineering For more information please visit us at wwwmilcorpcom or on Facebook at httptinyurlcomFacebookMIL
mLINQS LLCBOOTH 203www mLINQS net
mLINQS a Service-Disabled Veteran-Owned Small Business founded in 2003 provides the govern-mentrsquos leading employee relocation management system and E-Gov travel (ETS2) consulting services Since 2004 mLINQS relocation system has automated relocations and tracked expenses for more than 30 agencies
MorganFranklin ConsultingBOOTH 707www morganfranklin com
MorganFranklin Consulting headquartered in McLean Va provides business consulting and technology solutions to public companies fast-growing private companies and US govern-ment agencies Third-party customer satisfaction surveys highlight the companyrsquos reputation for being hands-on flexible and skilled at bringing diverse groups together to complete projects on time and within budget
Qlik Tech IncBOOTH 801www qlik com
Qlikreg is the leading data analytics platform and the pioneer of user-driven business intelligence Its portfolio of cloud-based and on-premise solutions meets customersrsquo growing needs from reporting and self-service visual analysis to guided embedded and custom analytics regardless of where data is located
RMA Associates LLCBOOTH 501www rmafed com
RMA an SBA Certified 8(a) Small Business located in the Washington DC metropolitan area specializes in audit consulting and advisory
AGA PDT 2018 | ORLANDO 51
RSM US LLPBOOTH 207
See write-up on page 42
Savantage SolutionsBOOTH 308www savantage net
Savantage Solutions a CMMIreg Level 3 Rated and ISO 90012008 certified company is a leading provider of software development business consulting and program management support services One of only five vendors of financial management systems certified for federal use Savantage takes pride in its service excellence
Sehlke Consulting LLCBOOTH 200www sehlkeconsulting com
Founded in 2011 Sehlke Consulting is a Service-Disabled Veteran-Owned Small Business and Historically Underutilized Business Zone (HUBZone) firm based in Arlington Va We provide comprehensive leading solutions in Financial Management Acquisition Management Logistics and Supply Chain Management and National Security amp Defense Programs
TeraThink CorporationBOOTH 400www terathink com
TeraThink takes pride in the outstanding reputation we have earned over the past 15 years for delivering superior results to federal customers With expertise in agile development enterprise application technologies financial services and cloud solutions our delivery platform brings exceptional scale and value to support customersrsquo transformation business automation and mission-related goals Visit our booth and wwwTeraThinkcom for more information
TFC Consulting IncBOOTH 409www tfcci net
A licensed CPA firm Small Disadvantaged Business and ISO 9001_2015-certified enterprise TFC is the trusted partner of federal agencies facing complex financial management challenges Now celebrating 15 years of success and excellence in assisting clients TFC develops and implements comprehensive solutions to improve financial management environments and achieve operational efficiency
US Army Financial Management CommandBOOTH 802www facebook comUSAFMCOM
US Army Financial Management Command is responsible for the delivery of Army-wide Financial Management (FM) functions including Enterprise Resource Planning systems support audit and compliance support financial operations support and ERP business process standardization support and for providing operational oversight of Army field FM activities
Williams AdleyBOOTH 301
See write-up on page 43
Note The contents of this exhibitor list were compiled from information supplied by exhibitors While every effort has been made to ensure contents are correct AGA is unable to accept liability for errors or omissions or for any claims made by exhibitors
52 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AGA PDT 2018 | ORLANDO 53
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AIG Assistant Inspector GeneralAssoc AssociateAsst AssistantBus BusinessCEO Chief Executive OfficerCFO Chief Financial OfficerCIO Chief Information OfficerCo CountyComm CommitteeCOO Chief Operating OfficerCPAG Corporate Partner Advisory GroupDep DeputyDept DepartmentDev DevelopmentDir DirectorDiv DivisionEduc EducationERM Enterprise Risk ManagementExec ExecutiveFed FederalFM Financial ManagementGM General Manager Govt Government
Fields of Study See page 4 for list of Fields of Study
AOC Architect of the CapitolAOUSC Administrative Office of the
US CourtsCommerce US Department of CommerceDHHS US Department of Health
and Human ServicesDHS US Department of
Homeland SecurityDLA Defense Logistics AgencyDoD US Department of DefenseDoE US Department of EnergyDOI US Department of the InteriorDOJ US Department of JusticeDoS US Department of StateFASAB Federal Accounting Standards
Advisory BoardFiscal Service Bureau of the Fiscal ServiceFIT Office of Financial Innovation
and TransformationFMSB Financial Management Standards
BoardFTA Federal Transit Administration
HR Human ResourcesIG Inspector GeneralIT Information TechnologyMgmt ManagementMgr ManagerNatrsquol NationalOfc OfficePNP AGA Past National
PresidentPNT AGA Past National
TreasurerRPA Robotic Process
AutomationRVP Regional Vice PresidentSecrsquoy SecretarySME Subject Matter Expert Sr SeniorSvc ServiceSVP Senior Vice PresidentTech TechnicalUniv UniversityVP Vice President
GAO Government Accountability OfficeGASB Government Accounting Standards
BoardGSA US General Services
AdministrationHUD US Department of Housing
and Urban DevelopmentIRS Internal Revenue ServiceNASA National Aeronautics and Space
AdministrationNSF National Science FoundationOCFO Office of the Chief Financial OfficerOIG Office of Inspector GeneralOMB Office of Management and BudgetSBA Small Business AdministrationTreasury US Department of the TreasuryUSAID US Agency for International
DevelopmentUSDA US Department of AgricultureUSPTO US Patent and Trademark OfficeVA US Department of
Veteran Affairs
54 AGACGFM | PDT18
Glossary
MAIN CONVENTION CENTERSINGLE-LEVEL
REGISTRATION
CYBER LOUNGE
EX
HIB
IT H
ALL
PLENARY S
ESSIO
NS
AGA PDT 2018 | ORLANDO 55
Convention Center Floor Plans
圀䔀 䰀䤀匀吀䔀一 簀 圀䔀 䤀一一伀嘀䄀吀䔀 簀 圀䔀 䐀䔀䰀䤀嘀䔀刀
吀愀猀栀甀 吀爀椀瘀攀搀椀Ⰰ 倀爀攀猀椀搀攀渀琀䌀䔀伀 㜀㤀㐀 漀爀 琀琀爀椀瘀攀搀椀䀀琀昀挀挀椀渀攀琀
嘀椀猀椀琀 漀甀爀 眀攀戀猀椀琀攀 愀琀 眀眀眀琀昀挀挀椀渀攀琀
䘀漀爀 洀漀爀攀 椀渀昀漀爀洀愀琀椀漀渀 挀漀渀琀愀挀琀 吀䘀䌀
椀猀 琀栀攀 琀爀甀猀琀攀搀 瀀愀爀琀渀攀爀 昀漀爀 昀攀搀攀爀愀氀 愀最攀渀挀椀攀猀 琀栀愀琀愀爀攀 昀愀挀椀渀最 挀漀洀瀀氀攀砀 ǻ渀愀渀挀椀愀氀 洀愀渀愀最攀洀攀渀琀 挀栀愀氀氀攀渀最攀猀
吀䘀䌀 䌀漀渀猀甀氀琀椀渀最 䤀渀挀
뜀뜀
뜀뜀뜀뜀
䔀渀琀攀爀瀀爀椀猀攀 刀椀猀欀 䤀渀琀攀爀渀愀氀䌀漀渀琀爀漀氀猀 䄀搀瘀椀猀漀爀礀䤀洀瀀爀漀瀀攀爀 倀愀礀洀攀渀琀猀䴀攀愀猀甀爀攀洀攀渀琀 刀攀洀攀搀椀愀琀椀漀渀䘀椀渀愀渀挀椀愀氀 刀攀瀀漀爀琀椀渀最 䄀䄀挀挀漀甀渀琀椀渀最 伀瀀攀爀愀琀椀漀渀猀䘀椀渀愀渀挀椀愀氀 匀琀愀琀攀洀攀渀琀 䌀漀洀瀀氀椀愀渀挀攀 䄀甀搀椀琀䐀愀琀愀 䄀渀愀氀礀琀椀挀猀 伀瀀琀椀洀椀稀愀琀椀漀渀䤀吀 匀攀挀甀爀椀琀礀 刀攀瘀椀攀眀 䄀猀猀攀猀猀洀攀渀琀
伀甀爀 瘀愀氀甀攀ⴀ愀搀搀攀搀 猀攀爀瘀椀挀攀猀㨀
圀栀愀琀猀 礀漀甀爀 渀攀砀琀 洀漀瘀攀㼀
䴀愀渀礀 瀀愀琀栀猀Ⰰ 漀渀攀 挀漀爀爀攀挀琀 爀漀甀琀攀 䘀漀氀氀漀眀 吀䘀䌀 愀氀漀渀最 琀栀攀 爀漀甀琀攀 琀漀 猀甀挀挀攀猀猀 䘀椀爀猀琀 琀栀愀琀 挀漀爀爀攀挀琀氀礀
挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀
Castro amp Company LLCBOOTH 503www castroco com
Headquartered in Washington DC Castro amp Company is an audit advisory and accounting services CPA firm with a strong federal customer focus We are a Minority-Owned Small Business offering the personalized services of a small firm with the full resources and quality expected from a larger CPA firm
CGI FederalBOOTH 306
See write-up on page 38
CliftonLarsonAllen LLPBOOTH 706
See write-up on page 39
CohnReznick GovernmentBOOTH 302www cohnreznick com
CohnReznick Government provides audit accounting and financial management compliance risk and integrity monitoring program and project management and disaster response and recovery Our comprehensive project management approach provides clients with reliable processes and delivers accounting insights to help government organizations improve communication administer fiscal and operational strategies and meet compliance requirements
EYBOOTH 601
See write-up on page 39
FI ConsultingBOOTH 703www ficonsulting com
FI Consulting develops effective practical solutions to help federal agencies achieve their missions while operating efficiently managing risk and adapting to a changing policy environment We apply our core strengths in Data Analytics Modeling and Technology to gain program performance insight manage risk improve operations and better deliver mission
GEHABOOTH 403www geha com
GEHA provides medical and dental plans through the FEHB and FEDVIP programs for more than 18 million federal employees retirees and their families GEHA members receive year-round vision and hearing benefits plus other discounts For more information please stop by our booth or visit gehacom and gehadentalcom
Graduate SchoolBOOTH 108www graduateschool edu
Graduate School USA provides a wide range of learning opportunities in formats accessible to adult learners everywhere through training continuing education courses executive and leadership development and credit offerings For professionals in the government auditing and financial management community we offer a comprehensive curriculum taught by leading practitioners
Grant Thornton LLPBOOTH 500
See write-up on page 38
AGA PDT 2018 | ORLANDO 49
GrantSolutionsBOOTH 209www grantsolutions gov
GrantSolutions supports Federal agencies throughout the grants lifecycle mdash from pre-award planning through application award and closeout Our service finds solutions for shared mission needs across agencies while incorporating unique business and regulatory processes for grant programs GrantSolutions is an OMB-selected grants business leader providing end-to-end innovative grants management services dedicated to advancing the mission of Federal agencies
GuidehouseBOOTH 201
See write-up on page 40
IFAS LLCBOOTH 407www ifas-llc com
IFAS is an 8(a) Service-Disabled Veteran-Owned Small Business Woman-Owned Small Disadvan-taged Business providing Program Management Business and Finance Operations Integrated Logistics and IT Support Services to meet specific needs of our clients We provide geographically dispersed support available when and where you need us
Immersion ConsultingBOOTH 806www immersioninc com
Immersion Consulting a Service-Disabled Veteran-Owned Small Business headquartered in Annapolis Md provides business management and technology consulting to government nonprofit and commercial clients Founded in 2004 we specialize in program management financial management technology services and training Our mission provide clients with actionable business solutions that yield sustainable results
InforBOOTH 100www infor com
Infor Public Sector solutions streamline financial management across multiple systems With more than 25 years of public sector experience Infor helps you meet organization demands including budget and audit readiness performance management and financial control with flexible solution deployment options to help you operate more quickly and efficiently
Interior Business CenterBOOTH 402www doi govibc
The Interior Business Center one of several OMB-approved interagency shared-service providers offers acquisition financial manage-ment and HR under a fee-for-service full cost recovery business model By assisting multiple federal organizations IBC can leverage resources to share economies and efficiencies with external customers and our parent agency the US Department of the Interior
JP MorganBOOTH 701
See write-up on page 41
Kearney amp CompanyBOOTH 600
See write-up on page 40
Kforce Governnment Solutions IncBOOTH 202www kforcegov com
Kforce Government Solutions Inc (KGS) provides management and technology solutions to Federal Government and State and local agencies We deliver customized solutions across financial management organizational transformation and IT to solve our clientsrsquo most complex mission and business challenges KGS also offers the innovative TraumaFXreg line of medical training manikins
50 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
KPMG LLPBOOTH 506
See write-up on page 40
Lynch Consultants LLCBOOTH 401www lynchconsultants com
Lynch Consultants provides strategic financial and program advisory and assistance services to the federal government We partner with clients to deliver project management services financial and business support and strategic policy solutions for complex government programs Clients include numerous federal departments including DoD Navy Army VA HHS and HUD
Management ConceptsBOOTH 800www managementconcepts com
Management Concepts is a leading provider of professional development performance improve-ment and talent management solutions for the public sector Since 1973 we have collaborated with the federal government state and local offices non-profit organizations universities and corporations to enhance the performance of teams and organizations Follow us on Twitter Mgmt_Concepts
The MIL CorporationBOOTH 805www milcorp com
The MIL Corporation has grown steadily for 36 years and remains dedicated to excellence service and support across our four major service areas financial management and systems support information technology cyber security and systems and C4 engineering For more information please visit us at wwwmilcorpcom or on Facebook at httptinyurlcomFacebookMIL
mLINQS LLCBOOTH 203www mLINQS net
mLINQS a Service-Disabled Veteran-Owned Small Business founded in 2003 provides the govern-mentrsquos leading employee relocation management system and E-Gov travel (ETS2) consulting services Since 2004 mLINQS relocation system has automated relocations and tracked expenses for more than 30 agencies
MorganFranklin ConsultingBOOTH 707www morganfranklin com
MorganFranklin Consulting headquartered in McLean Va provides business consulting and technology solutions to public companies fast-growing private companies and US govern-ment agencies Third-party customer satisfaction surveys highlight the companyrsquos reputation for being hands-on flexible and skilled at bringing diverse groups together to complete projects on time and within budget
Qlik Tech IncBOOTH 801www qlik com
Qlikreg is the leading data analytics platform and the pioneer of user-driven business intelligence Its portfolio of cloud-based and on-premise solutions meets customersrsquo growing needs from reporting and self-service visual analysis to guided embedded and custom analytics regardless of where data is located
RMA Associates LLCBOOTH 501www rmafed com
RMA an SBA Certified 8(a) Small Business located in the Washington DC metropolitan area specializes in audit consulting and advisory
AGA PDT 2018 | ORLANDO 51
RSM US LLPBOOTH 207
See write-up on page 42
Savantage SolutionsBOOTH 308www savantage net
Savantage Solutions a CMMIreg Level 3 Rated and ISO 90012008 certified company is a leading provider of software development business consulting and program management support services One of only five vendors of financial management systems certified for federal use Savantage takes pride in its service excellence
Sehlke Consulting LLCBOOTH 200www sehlkeconsulting com
Founded in 2011 Sehlke Consulting is a Service-Disabled Veteran-Owned Small Business and Historically Underutilized Business Zone (HUBZone) firm based in Arlington Va We provide comprehensive leading solutions in Financial Management Acquisition Management Logistics and Supply Chain Management and National Security amp Defense Programs
TeraThink CorporationBOOTH 400www terathink com
TeraThink takes pride in the outstanding reputation we have earned over the past 15 years for delivering superior results to federal customers With expertise in agile development enterprise application technologies financial services and cloud solutions our delivery platform brings exceptional scale and value to support customersrsquo transformation business automation and mission-related goals Visit our booth and wwwTeraThinkcom for more information
TFC Consulting IncBOOTH 409www tfcci net
A licensed CPA firm Small Disadvantaged Business and ISO 9001_2015-certified enterprise TFC is the trusted partner of federal agencies facing complex financial management challenges Now celebrating 15 years of success and excellence in assisting clients TFC develops and implements comprehensive solutions to improve financial management environments and achieve operational efficiency
US Army Financial Management CommandBOOTH 802www facebook comUSAFMCOM
US Army Financial Management Command is responsible for the delivery of Army-wide Financial Management (FM) functions including Enterprise Resource Planning systems support audit and compliance support financial operations support and ERP business process standardization support and for providing operational oversight of Army field FM activities
Williams AdleyBOOTH 301
See write-up on page 43
Note The contents of this exhibitor list were compiled from information supplied by exhibitors While every effort has been made to ensure contents are correct AGA is unable to accept liability for errors or omissions or for any claims made by exhibitors
52 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AGA PDT 2018 | ORLANDO 53
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AIG Assistant Inspector GeneralAssoc AssociateAsst AssistantBus BusinessCEO Chief Executive OfficerCFO Chief Financial OfficerCIO Chief Information OfficerCo CountyComm CommitteeCOO Chief Operating OfficerCPAG Corporate Partner Advisory GroupDep DeputyDept DepartmentDev DevelopmentDir DirectorDiv DivisionEduc EducationERM Enterprise Risk ManagementExec ExecutiveFed FederalFM Financial ManagementGM General Manager Govt Government
Fields of Study See page 4 for list of Fields of Study
AOC Architect of the CapitolAOUSC Administrative Office of the
US CourtsCommerce US Department of CommerceDHHS US Department of Health
and Human ServicesDHS US Department of
Homeland SecurityDLA Defense Logistics AgencyDoD US Department of DefenseDoE US Department of EnergyDOI US Department of the InteriorDOJ US Department of JusticeDoS US Department of StateFASAB Federal Accounting Standards
Advisory BoardFiscal Service Bureau of the Fiscal ServiceFIT Office of Financial Innovation
and TransformationFMSB Financial Management Standards
BoardFTA Federal Transit Administration
HR Human ResourcesIG Inspector GeneralIT Information TechnologyMgmt ManagementMgr ManagerNatrsquol NationalOfc OfficePNP AGA Past National
PresidentPNT AGA Past National
TreasurerRPA Robotic Process
AutomationRVP Regional Vice PresidentSecrsquoy SecretarySME Subject Matter Expert Sr SeniorSvc ServiceSVP Senior Vice PresidentTech TechnicalUniv UniversityVP Vice President
GAO Government Accountability OfficeGASB Government Accounting Standards
BoardGSA US General Services
AdministrationHUD US Department of Housing
and Urban DevelopmentIRS Internal Revenue ServiceNASA National Aeronautics and Space
AdministrationNSF National Science FoundationOCFO Office of the Chief Financial OfficerOIG Office of Inspector GeneralOMB Office of Management and BudgetSBA Small Business AdministrationTreasury US Department of the TreasuryUSAID US Agency for International
DevelopmentUSDA US Department of AgricultureUSPTO US Patent and Trademark OfficeVA US Department of
Veteran Affairs
54 AGACGFM | PDT18
Glossary
MAIN CONVENTION CENTERSINGLE-LEVEL
REGISTRATION
CYBER LOUNGE
EX
HIB
IT H
ALL
PLENARY S
ESSIO
NS
AGA PDT 2018 | ORLANDO 55
Convention Center Floor Plans
圀䔀 䰀䤀匀吀䔀一 簀 圀䔀 䤀一一伀嘀䄀吀䔀 簀 圀䔀 䐀䔀䰀䤀嘀䔀刀
吀愀猀栀甀 吀爀椀瘀攀搀椀Ⰰ 倀爀攀猀椀搀攀渀琀䌀䔀伀 㜀㤀㐀 漀爀 琀琀爀椀瘀攀搀椀䀀琀昀挀挀椀渀攀琀
嘀椀猀椀琀 漀甀爀 眀攀戀猀椀琀攀 愀琀 眀眀眀琀昀挀挀椀渀攀琀
䘀漀爀 洀漀爀攀 椀渀昀漀爀洀愀琀椀漀渀 挀漀渀琀愀挀琀 吀䘀䌀
椀猀 琀栀攀 琀爀甀猀琀攀搀 瀀愀爀琀渀攀爀 昀漀爀 昀攀搀攀爀愀氀 愀最攀渀挀椀攀猀 琀栀愀琀愀爀攀 昀愀挀椀渀最 挀漀洀瀀氀攀砀 ǻ渀愀渀挀椀愀氀 洀愀渀愀最攀洀攀渀琀 挀栀愀氀氀攀渀最攀猀
吀䘀䌀 䌀漀渀猀甀氀琀椀渀最 䤀渀挀
뜀뜀
뜀뜀뜀뜀
䔀渀琀攀爀瀀爀椀猀攀 刀椀猀欀 䤀渀琀攀爀渀愀氀䌀漀渀琀爀漀氀猀 䄀搀瘀椀猀漀爀礀䤀洀瀀爀漀瀀攀爀 倀愀礀洀攀渀琀猀䴀攀愀猀甀爀攀洀攀渀琀 刀攀洀攀搀椀愀琀椀漀渀䘀椀渀愀渀挀椀愀氀 刀攀瀀漀爀琀椀渀最 䄀䄀挀挀漀甀渀琀椀渀最 伀瀀攀爀愀琀椀漀渀猀䘀椀渀愀渀挀椀愀氀 匀琀愀琀攀洀攀渀琀 䌀漀洀瀀氀椀愀渀挀攀 䄀甀搀椀琀䐀愀琀愀 䄀渀愀氀礀琀椀挀猀 伀瀀琀椀洀椀稀愀琀椀漀渀䤀吀 匀攀挀甀爀椀琀礀 刀攀瘀椀攀眀 䄀猀猀攀猀猀洀攀渀琀
伀甀爀 瘀愀氀甀攀ⴀ愀搀搀攀搀 猀攀爀瘀椀挀攀猀㨀
圀栀愀琀猀 礀漀甀爀 渀攀砀琀 洀漀瘀攀㼀
䴀愀渀礀 瀀愀琀栀猀Ⰰ 漀渀攀 挀漀爀爀攀挀琀 爀漀甀琀攀 䘀漀氀氀漀眀 吀䘀䌀 愀氀漀渀最 琀栀攀 爀漀甀琀攀 琀漀 猀甀挀挀攀猀猀 䘀椀爀猀琀 琀栀愀琀 挀漀爀爀攀挀琀氀礀
挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀
GrantSolutionsBOOTH 209www grantsolutions gov
GrantSolutions supports Federal agencies throughout the grants lifecycle mdash from pre-award planning through application award and closeout Our service finds solutions for shared mission needs across agencies while incorporating unique business and regulatory processes for grant programs GrantSolutions is an OMB-selected grants business leader providing end-to-end innovative grants management services dedicated to advancing the mission of Federal agencies
GuidehouseBOOTH 201
See write-up on page 40
IFAS LLCBOOTH 407www ifas-llc com
IFAS is an 8(a) Service-Disabled Veteran-Owned Small Business Woman-Owned Small Disadvan-taged Business providing Program Management Business and Finance Operations Integrated Logistics and IT Support Services to meet specific needs of our clients We provide geographically dispersed support available when and where you need us
Immersion ConsultingBOOTH 806www immersioninc com
Immersion Consulting a Service-Disabled Veteran-Owned Small Business headquartered in Annapolis Md provides business management and technology consulting to government nonprofit and commercial clients Founded in 2004 we specialize in program management financial management technology services and training Our mission provide clients with actionable business solutions that yield sustainable results
InforBOOTH 100www infor com
Infor Public Sector solutions streamline financial management across multiple systems With more than 25 years of public sector experience Infor helps you meet organization demands including budget and audit readiness performance management and financial control with flexible solution deployment options to help you operate more quickly and efficiently
Interior Business CenterBOOTH 402www doi govibc
The Interior Business Center one of several OMB-approved interagency shared-service providers offers acquisition financial manage-ment and HR under a fee-for-service full cost recovery business model By assisting multiple federal organizations IBC can leverage resources to share economies and efficiencies with external customers and our parent agency the US Department of the Interior
JP MorganBOOTH 701
See write-up on page 41
Kearney amp CompanyBOOTH 600
See write-up on page 40
Kforce Governnment Solutions IncBOOTH 202www kforcegov com
Kforce Government Solutions Inc (KGS) provides management and technology solutions to Federal Government and State and local agencies We deliver customized solutions across financial management organizational transformation and IT to solve our clientsrsquo most complex mission and business challenges KGS also offers the innovative TraumaFXreg line of medical training manikins
50 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
KPMG LLPBOOTH 506
See write-up on page 40
Lynch Consultants LLCBOOTH 401www lynchconsultants com
Lynch Consultants provides strategic financial and program advisory and assistance services to the federal government We partner with clients to deliver project management services financial and business support and strategic policy solutions for complex government programs Clients include numerous federal departments including DoD Navy Army VA HHS and HUD
Management ConceptsBOOTH 800www managementconcepts com
Management Concepts is a leading provider of professional development performance improve-ment and talent management solutions for the public sector Since 1973 we have collaborated with the federal government state and local offices non-profit organizations universities and corporations to enhance the performance of teams and organizations Follow us on Twitter Mgmt_Concepts
The MIL CorporationBOOTH 805www milcorp com
The MIL Corporation has grown steadily for 36 years and remains dedicated to excellence service and support across our four major service areas financial management and systems support information technology cyber security and systems and C4 engineering For more information please visit us at wwwmilcorpcom or on Facebook at httptinyurlcomFacebookMIL
mLINQS LLCBOOTH 203www mLINQS net
mLINQS a Service-Disabled Veteran-Owned Small Business founded in 2003 provides the govern-mentrsquos leading employee relocation management system and E-Gov travel (ETS2) consulting services Since 2004 mLINQS relocation system has automated relocations and tracked expenses for more than 30 agencies
MorganFranklin ConsultingBOOTH 707www morganfranklin com
MorganFranklin Consulting headquartered in McLean Va provides business consulting and technology solutions to public companies fast-growing private companies and US govern-ment agencies Third-party customer satisfaction surveys highlight the companyrsquos reputation for being hands-on flexible and skilled at bringing diverse groups together to complete projects on time and within budget
Qlik Tech IncBOOTH 801www qlik com
Qlikreg is the leading data analytics platform and the pioneer of user-driven business intelligence Its portfolio of cloud-based and on-premise solutions meets customersrsquo growing needs from reporting and self-service visual analysis to guided embedded and custom analytics regardless of where data is located
RMA Associates LLCBOOTH 501www rmafed com
RMA an SBA Certified 8(a) Small Business located in the Washington DC metropolitan area specializes in audit consulting and advisory
AGA PDT 2018 | ORLANDO 51
RSM US LLPBOOTH 207
See write-up on page 42
Savantage SolutionsBOOTH 308www savantage net
Savantage Solutions a CMMIreg Level 3 Rated and ISO 90012008 certified company is a leading provider of software development business consulting and program management support services One of only five vendors of financial management systems certified for federal use Savantage takes pride in its service excellence
Sehlke Consulting LLCBOOTH 200www sehlkeconsulting com
Founded in 2011 Sehlke Consulting is a Service-Disabled Veteran-Owned Small Business and Historically Underutilized Business Zone (HUBZone) firm based in Arlington Va We provide comprehensive leading solutions in Financial Management Acquisition Management Logistics and Supply Chain Management and National Security amp Defense Programs
TeraThink CorporationBOOTH 400www terathink com
TeraThink takes pride in the outstanding reputation we have earned over the past 15 years for delivering superior results to federal customers With expertise in agile development enterprise application technologies financial services and cloud solutions our delivery platform brings exceptional scale and value to support customersrsquo transformation business automation and mission-related goals Visit our booth and wwwTeraThinkcom for more information
TFC Consulting IncBOOTH 409www tfcci net
A licensed CPA firm Small Disadvantaged Business and ISO 9001_2015-certified enterprise TFC is the trusted partner of federal agencies facing complex financial management challenges Now celebrating 15 years of success and excellence in assisting clients TFC develops and implements comprehensive solutions to improve financial management environments and achieve operational efficiency
US Army Financial Management CommandBOOTH 802www facebook comUSAFMCOM
US Army Financial Management Command is responsible for the delivery of Army-wide Financial Management (FM) functions including Enterprise Resource Planning systems support audit and compliance support financial operations support and ERP business process standardization support and for providing operational oversight of Army field FM activities
Williams AdleyBOOTH 301
See write-up on page 43
Note The contents of this exhibitor list were compiled from information supplied by exhibitors While every effort has been made to ensure contents are correct AGA is unable to accept liability for errors or omissions or for any claims made by exhibitors
52 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AGA PDT 2018 | ORLANDO 53
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AIG Assistant Inspector GeneralAssoc AssociateAsst AssistantBus BusinessCEO Chief Executive OfficerCFO Chief Financial OfficerCIO Chief Information OfficerCo CountyComm CommitteeCOO Chief Operating OfficerCPAG Corporate Partner Advisory GroupDep DeputyDept DepartmentDev DevelopmentDir DirectorDiv DivisionEduc EducationERM Enterprise Risk ManagementExec ExecutiveFed FederalFM Financial ManagementGM General Manager Govt Government
Fields of Study See page 4 for list of Fields of Study
AOC Architect of the CapitolAOUSC Administrative Office of the
US CourtsCommerce US Department of CommerceDHHS US Department of Health
and Human ServicesDHS US Department of
Homeland SecurityDLA Defense Logistics AgencyDoD US Department of DefenseDoE US Department of EnergyDOI US Department of the InteriorDOJ US Department of JusticeDoS US Department of StateFASAB Federal Accounting Standards
Advisory BoardFiscal Service Bureau of the Fiscal ServiceFIT Office of Financial Innovation
and TransformationFMSB Financial Management Standards
BoardFTA Federal Transit Administration
HR Human ResourcesIG Inspector GeneralIT Information TechnologyMgmt ManagementMgr ManagerNatrsquol NationalOfc OfficePNP AGA Past National
PresidentPNT AGA Past National
TreasurerRPA Robotic Process
AutomationRVP Regional Vice PresidentSecrsquoy SecretarySME Subject Matter Expert Sr SeniorSvc ServiceSVP Senior Vice PresidentTech TechnicalUniv UniversityVP Vice President
GAO Government Accountability OfficeGASB Government Accounting Standards
BoardGSA US General Services
AdministrationHUD US Department of Housing
and Urban DevelopmentIRS Internal Revenue ServiceNASA National Aeronautics and Space
AdministrationNSF National Science FoundationOCFO Office of the Chief Financial OfficerOIG Office of Inspector GeneralOMB Office of Management and BudgetSBA Small Business AdministrationTreasury US Department of the TreasuryUSAID US Agency for International
DevelopmentUSDA US Department of AgricultureUSPTO US Patent and Trademark OfficeVA US Department of
Veteran Affairs
54 AGACGFM | PDT18
Glossary
MAIN CONVENTION CENTERSINGLE-LEVEL
REGISTRATION
CYBER LOUNGE
EX
HIB
IT H
ALL
PLENARY S
ESSIO
NS
AGA PDT 2018 | ORLANDO 55
Convention Center Floor Plans
圀䔀 䰀䤀匀吀䔀一 簀 圀䔀 䤀一一伀嘀䄀吀䔀 簀 圀䔀 䐀䔀䰀䤀嘀䔀刀
吀愀猀栀甀 吀爀椀瘀攀搀椀Ⰰ 倀爀攀猀椀搀攀渀琀䌀䔀伀 㜀㤀㐀 漀爀 琀琀爀椀瘀攀搀椀䀀琀昀挀挀椀渀攀琀
嘀椀猀椀琀 漀甀爀 眀攀戀猀椀琀攀 愀琀 眀眀眀琀昀挀挀椀渀攀琀
䘀漀爀 洀漀爀攀 椀渀昀漀爀洀愀琀椀漀渀 挀漀渀琀愀挀琀 吀䘀䌀
椀猀 琀栀攀 琀爀甀猀琀攀搀 瀀愀爀琀渀攀爀 昀漀爀 昀攀搀攀爀愀氀 愀最攀渀挀椀攀猀 琀栀愀琀愀爀攀 昀愀挀椀渀最 挀漀洀瀀氀攀砀 ǻ渀愀渀挀椀愀氀 洀愀渀愀最攀洀攀渀琀 挀栀愀氀氀攀渀最攀猀
吀䘀䌀 䌀漀渀猀甀氀琀椀渀最 䤀渀挀
뜀뜀
뜀뜀뜀뜀
䔀渀琀攀爀瀀爀椀猀攀 刀椀猀欀 䤀渀琀攀爀渀愀氀䌀漀渀琀爀漀氀猀 䄀搀瘀椀猀漀爀礀䤀洀瀀爀漀瀀攀爀 倀愀礀洀攀渀琀猀䴀攀愀猀甀爀攀洀攀渀琀 刀攀洀攀搀椀愀琀椀漀渀䘀椀渀愀渀挀椀愀氀 刀攀瀀漀爀琀椀渀最 䄀䄀挀挀漀甀渀琀椀渀最 伀瀀攀爀愀琀椀漀渀猀䘀椀渀愀渀挀椀愀氀 匀琀愀琀攀洀攀渀琀 䌀漀洀瀀氀椀愀渀挀攀 䄀甀搀椀琀䐀愀琀愀 䄀渀愀氀礀琀椀挀猀 伀瀀琀椀洀椀稀愀琀椀漀渀䤀吀 匀攀挀甀爀椀琀礀 刀攀瘀椀攀眀 䄀猀猀攀猀猀洀攀渀琀
伀甀爀 瘀愀氀甀攀ⴀ愀搀搀攀搀 猀攀爀瘀椀挀攀猀㨀
圀栀愀琀猀 礀漀甀爀 渀攀砀琀 洀漀瘀攀㼀
䴀愀渀礀 瀀愀琀栀猀Ⰰ 漀渀攀 挀漀爀爀攀挀琀 爀漀甀琀攀 䘀漀氀氀漀眀 吀䘀䌀 愀氀漀渀最 琀栀攀 爀漀甀琀攀 琀漀 猀甀挀挀攀猀猀 䘀椀爀猀琀 琀栀愀琀 挀漀爀爀攀挀琀氀礀
挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀
KPMG LLPBOOTH 506
See write-up on page 40
Lynch Consultants LLCBOOTH 401www lynchconsultants com
Lynch Consultants provides strategic financial and program advisory and assistance services to the federal government We partner with clients to deliver project management services financial and business support and strategic policy solutions for complex government programs Clients include numerous federal departments including DoD Navy Army VA HHS and HUD
Management ConceptsBOOTH 800www managementconcepts com
Management Concepts is a leading provider of professional development performance improve-ment and talent management solutions for the public sector Since 1973 we have collaborated with the federal government state and local offices non-profit organizations universities and corporations to enhance the performance of teams and organizations Follow us on Twitter Mgmt_Concepts
The MIL CorporationBOOTH 805www milcorp com
The MIL Corporation has grown steadily for 36 years and remains dedicated to excellence service and support across our four major service areas financial management and systems support information technology cyber security and systems and C4 engineering For more information please visit us at wwwmilcorpcom or on Facebook at httptinyurlcomFacebookMIL
mLINQS LLCBOOTH 203www mLINQS net
mLINQS a Service-Disabled Veteran-Owned Small Business founded in 2003 provides the govern-mentrsquos leading employee relocation management system and E-Gov travel (ETS2) consulting services Since 2004 mLINQS relocation system has automated relocations and tracked expenses for more than 30 agencies
MorganFranklin ConsultingBOOTH 707www morganfranklin com
MorganFranklin Consulting headquartered in McLean Va provides business consulting and technology solutions to public companies fast-growing private companies and US govern-ment agencies Third-party customer satisfaction surveys highlight the companyrsquos reputation for being hands-on flexible and skilled at bringing diverse groups together to complete projects on time and within budget
Qlik Tech IncBOOTH 801www qlik com
Qlikreg is the leading data analytics platform and the pioneer of user-driven business intelligence Its portfolio of cloud-based and on-premise solutions meets customersrsquo growing needs from reporting and self-service visual analysis to guided embedded and custom analytics regardless of where data is located
RMA Associates LLCBOOTH 501www rmafed com
RMA an SBA Certified 8(a) Small Business located in the Washington DC metropolitan area specializes in audit consulting and advisory
AGA PDT 2018 | ORLANDO 51
RSM US LLPBOOTH 207
See write-up on page 42
Savantage SolutionsBOOTH 308www savantage net
Savantage Solutions a CMMIreg Level 3 Rated and ISO 90012008 certified company is a leading provider of software development business consulting and program management support services One of only five vendors of financial management systems certified for federal use Savantage takes pride in its service excellence
Sehlke Consulting LLCBOOTH 200www sehlkeconsulting com
Founded in 2011 Sehlke Consulting is a Service-Disabled Veteran-Owned Small Business and Historically Underutilized Business Zone (HUBZone) firm based in Arlington Va We provide comprehensive leading solutions in Financial Management Acquisition Management Logistics and Supply Chain Management and National Security amp Defense Programs
TeraThink CorporationBOOTH 400www terathink com
TeraThink takes pride in the outstanding reputation we have earned over the past 15 years for delivering superior results to federal customers With expertise in agile development enterprise application technologies financial services and cloud solutions our delivery platform brings exceptional scale and value to support customersrsquo transformation business automation and mission-related goals Visit our booth and wwwTeraThinkcom for more information
TFC Consulting IncBOOTH 409www tfcci net
A licensed CPA firm Small Disadvantaged Business and ISO 9001_2015-certified enterprise TFC is the trusted partner of federal agencies facing complex financial management challenges Now celebrating 15 years of success and excellence in assisting clients TFC develops and implements comprehensive solutions to improve financial management environments and achieve operational efficiency
US Army Financial Management CommandBOOTH 802www facebook comUSAFMCOM
US Army Financial Management Command is responsible for the delivery of Army-wide Financial Management (FM) functions including Enterprise Resource Planning systems support audit and compliance support financial operations support and ERP business process standardization support and for providing operational oversight of Army field FM activities
Williams AdleyBOOTH 301
See write-up on page 43
Note The contents of this exhibitor list were compiled from information supplied by exhibitors While every effort has been made to ensure contents are correct AGA is unable to accept liability for errors or omissions or for any claims made by exhibitors
52 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AGA PDT 2018 | ORLANDO 53
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AIG Assistant Inspector GeneralAssoc AssociateAsst AssistantBus BusinessCEO Chief Executive OfficerCFO Chief Financial OfficerCIO Chief Information OfficerCo CountyComm CommitteeCOO Chief Operating OfficerCPAG Corporate Partner Advisory GroupDep DeputyDept DepartmentDev DevelopmentDir DirectorDiv DivisionEduc EducationERM Enterprise Risk ManagementExec ExecutiveFed FederalFM Financial ManagementGM General Manager Govt Government
Fields of Study See page 4 for list of Fields of Study
AOC Architect of the CapitolAOUSC Administrative Office of the
US CourtsCommerce US Department of CommerceDHHS US Department of Health
and Human ServicesDHS US Department of
Homeland SecurityDLA Defense Logistics AgencyDoD US Department of DefenseDoE US Department of EnergyDOI US Department of the InteriorDOJ US Department of JusticeDoS US Department of StateFASAB Federal Accounting Standards
Advisory BoardFiscal Service Bureau of the Fiscal ServiceFIT Office of Financial Innovation
and TransformationFMSB Financial Management Standards
BoardFTA Federal Transit Administration
HR Human ResourcesIG Inspector GeneralIT Information TechnologyMgmt ManagementMgr ManagerNatrsquol NationalOfc OfficePNP AGA Past National
PresidentPNT AGA Past National
TreasurerRPA Robotic Process
AutomationRVP Regional Vice PresidentSecrsquoy SecretarySME Subject Matter Expert Sr SeniorSvc ServiceSVP Senior Vice PresidentTech TechnicalUniv UniversityVP Vice President
GAO Government Accountability OfficeGASB Government Accounting Standards
BoardGSA US General Services
AdministrationHUD US Department of Housing
and Urban DevelopmentIRS Internal Revenue ServiceNASA National Aeronautics and Space
AdministrationNSF National Science FoundationOCFO Office of the Chief Financial OfficerOIG Office of Inspector GeneralOMB Office of Management and BudgetSBA Small Business AdministrationTreasury US Department of the TreasuryUSAID US Agency for International
DevelopmentUSDA US Department of AgricultureUSPTO US Patent and Trademark OfficeVA US Department of
Veteran Affairs
54 AGACGFM | PDT18
Glossary
MAIN CONVENTION CENTERSINGLE-LEVEL
REGISTRATION
CYBER LOUNGE
EX
HIB
IT H
ALL
PLENARY S
ESSIO
NS
AGA PDT 2018 | ORLANDO 55
Convention Center Floor Plans
圀䔀 䰀䤀匀吀䔀一 簀 圀䔀 䤀一一伀嘀䄀吀䔀 簀 圀䔀 䐀䔀䰀䤀嘀䔀刀
吀愀猀栀甀 吀爀椀瘀攀搀椀Ⰰ 倀爀攀猀椀搀攀渀琀䌀䔀伀 㜀㤀㐀 漀爀 琀琀爀椀瘀攀搀椀䀀琀昀挀挀椀渀攀琀
嘀椀猀椀琀 漀甀爀 眀攀戀猀椀琀攀 愀琀 眀眀眀琀昀挀挀椀渀攀琀
䘀漀爀 洀漀爀攀 椀渀昀漀爀洀愀琀椀漀渀 挀漀渀琀愀挀琀 吀䘀䌀
椀猀 琀栀攀 琀爀甀猀琀攀搀 瀀愀爀琀渀攀爀 昀漀爀 昀攀搀攀爀愀氀 愀最攀渀挀椀攀猀 琀栀愀琀愀爀攀 昀愀挀椀渀最 挀漀洀瀀氀攀砀 ǻ渀愀渀挀椀愀氀 洀愀渀愀最攀洀攀渀琀 挀栀愀氀氀攀渀最攀猀
吀䘀䌀 䌀漀渀猀甀氀琀椀渀最 䤀渀挀
뜀뜀
뜀뜀뜀뜀
䔀渀琀攀爀瀀爀椀猀攀 刀椀猀欀 䤀渀琀攀爀渀愀氀䌀漀渀琀爀漀氀猀 䄀搀瘀椀猀漀爀礀䤀洀瀀爀漀瀀攀爀 倀愀礀洀攀渀琀猀䴀攀愀猀甀爀攀洀攀渀琀 刀攀洀攀搀椀愀琀椀漀渀䘀椀渀愀渀挀椀愀氀 刀攀瀀漀爀琀椀渀最 䄀䄀挀挀漀甀渀琀椀渀最 伀瀀攀爀愀琀椀漀渀猀䘀椀渀愀渀挀椀愀氀 匀琀愀琀攀洀攀渀琀 䌀漀洀瀀氀椀愀渀挀攀 䄀甀搀椀琀䐀愀琀愀 䄀渀愀氀礀琀椀挀猀 伀瀀琀椀洀椀稀愀琀椀漀渀䤀吀 匀攀挀甀爀椀琀礀 刀攀瘀椀攀眀 䄀猀猀攀猀猀洀攀渀琀
伀甀爀 瘀愀氀甀攀ⴀ愀搀搀攀搀 猀攀爀瘀椀挀攀猀㨀
圀栀愀琀猀 礀漀甀爀 渀攀砀琀 洀漀瘀攀㼀
䴀愀渀礀 瀀愀琀栀猀Ⰰ 漀渀攀 挀漀爀爀攀挀琀 爀漀甀琀攀 䘀漀氀氀漀眀 吀䘀䌀 愀氀漀渀最 琀栀攀 爀漀甀琀攀 琀漀 猀甀挀挀攀猀猀 䘀椀爀猀琀 琀栀愀琀 挀漀爀爀攀挀琀氀礀
挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀
RSM US LLPBOOTH 207
See write-up on page 42
Savantage SolutionsBOOTH 308www savantage net
Savantage Solutions a CMMIreg Level 3 Rated and ISO 90012008 certified company is a leading provider of software development business consulting and program management support services One of only five vendors of financial management systems certified for federal use Savantage takes pride in its service excellence
Sehlke Consulting LLCBOOTH 200www sehlkeconsulting com
Founded in 2011 Sehlke Consulting is a Service-Disabled Veteran-Owned Small Business and Historically Underutilized Business Zone (HUBZone) firm based in Arlington Va We provide comprehensive leading solutions in Financial Management Acquisition Management Logistics and Supply Chain Management and National Security amp Defense Programs
TeraThink CorporationBOOTH 400www terathink com
TeraThink takes pride in the outstanding reputation we have earned over the past 15 years for delivering superior results to federal customers With expertise in agile development enterprise application technologies financial services and cloud solutions our delivery platform brings exceptional scale and value to support customersrsquo transformation business automation and mission-related goals Visit our booth and wwwTeraThinkcom for more information
TFC Consulting IncBOOTH 409www tfcci net
A licensed CPA firm Small Disadvantaged Business and ISO 9001_2015-certified enterprise TFC is the trusted partner of federal agencies facing complex financial management challenges Now celebrating 15 years of success and excellence in assisting clients TFC develops and implements comprehensive solutions to improve financial management environments and achieve operational efficiency
US Army Financial Management CommandBOOTH 802www facebook comUSAFMCOM
US Army Financial Management Command is responsible for the delivery of Army-wide Financial Management (FM) functions including Enterprise Resource Planning systems support audit and compliance support financial operations support and ERP business process standardization support and for providing operational oversight of Army field FM activities
Williams AdleyBOOTH 301
See write-up on page 43
Note The contents of this exhibitor list were compiled from information supplied by exhibitors While every effort has been made to ensure contents are correct AGA is unable to accept liability for errors or omissions or for any claims made by exhibitors
52 AGACGFM | PDT18
Exhibitor Appreciation AGA Corporate Partner
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AGA PDT 2018 | ORLANDO 53
Wersquore up to speed so you can go full speed
SEE CHALLENGES BEFORE THEYrsquoRE CHALLENGING
To make confident decisions about the future leaders of complex governmental organizations need a different kind of advisor One who starts by understanding where you want to go and then brings the inclusive ideas and insights of an experienced global team to help get you there
Experience the power of being understood Experience RSM
rsm uscom
RSM US LLP is the US member firm of RSM International a global network of independent audit tax and consulting firms Visit rsmuscom aboutus for more information regarding RSM US LLP and RSM International
Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AIG Assistant Inspector GeneralAssoc AssociateAsst AssistantBus BusinessCEO Chief Executive OfficerCFO Chief Financial OfficerCIO Chief Information OfficerCo CountyComm CommitteeCOO Chief Operating OfficerCPAG Corporate Partner Advisory GroupDep DeputyDept DepartmentDev DevelopmentDir DirectorDiv DivisionEduc EducationERM Enterprise Risk ManagementExec ExecutiveFed FederalFM Financial ManagementGM General Manager Govt Government
Fields of Study See page 4 for list of Fields of Study
AOC Architect of the CapitolAOUSC Administrative Office of the
US CourtsCommerce US Department of CommerceDHHS US Department of Health
and Human ServicesDHS US Department of
Homeland SecurityDLA Defense Logistics AgencyDoD US Department of DefenseDoE US Department of EnergyDOI US Department of the InteriorDOJ US Department of JusticeDoS US Department of StateFASAB Federal Accounting Standards
Advisory BoardFiscal Service Bureau of the Fiscal ServiceFIT Office of Financial Innovation
and TransformationFMSB Financial Management Standards
BoardFTA Federal Transit Administration
HR Human ResourcesIG Inspector GeneralIT Information TechnologyMgmt ManagementMgr ManagerNatrsquol NationalOfc OfficePNP AGA Past National
PresidentPNT AGA Past National
TreasurerRPA Robotic Process
AutomationRVP Regional Vice PresidentSecrsquoy SecretarySME Subject Matter Expert Sr SeniorSvc ServiceSVP Senior Vice PresidentTech TechnicalUniv UniversityVP Vice President
GAO Government Accountability OfficeGASB Government Accounting Standards
BoardGSA US General Services
AdministrationHUD US Department of Housing
and Urban DevelopmentIRS Internal Revenue ServiceNASA National Aeronautics and Space
AdministrationNSF National Science FoundationOCFO Office of the Chief Financial OfficerOIG Office of Inspector GeneralOMB Office of Management and BudgetSBA Small Business AdministrationTreasury US Department of the TreasuryUSAID US Agency for International
DevelopmentUSDA US Department of AgricultureUSPTO US Patent and Trademark OfficeVA US Department of
Veteran Affairs
54 AGACGFM | PDT18
Glossary
MAIN CONVENTION CENTERSINGLE-LEVEL
REGISTRATION
CYBER LOUNGE
EX
HIB
IT H
ALL
PLENARY S
ESSIO
NS
AGA PDT 2018 | ORLANDO 55
Convention Center Floor Plans
圀䔀 䰀䤀匀吀䔀一 簀 圀䔀 䤀一一伀嘀䄀吀䔀 簀 圀䔀 䐀䔀䰀䤀嘀䔀刀
吀愀猀栀甀 吀爀椀瘀攀搀椀Ⰰ 倀爀攀猀椀搀攀渀琀䌀䔀伀 㜀㤀㐀 漀爀 琀琀爀椀瘀攀搀椀䀀琀昀挀挀椀渀攀琀
嘀椀猀椀琀 漀甀爀 眀攀戀猀椀琀攀 愀琀 眀眀眀琀昀挀挀椀渀攀琀
䘀漀爀 洀漀爀攀 椀渀昀漀爀洀愀琀椀漀渀 挀漀渀琀愀挀琀 吀䘀䌀
椀猀 琀栀攀 琀爀甀猀琀攀搀 瀀愀爀琀渀攀爀 昀漀爀 昀攀搀攀爀愀氀 愀最攀渀挀椀攀猀 琀栀愀琀愀爀攀 昀愀挀椀渀最 挀漀洀瀀氀攀砀 ǻ渀愀渀挀椀愀氀 洀愀渀愀最攀洀攀渀琀 挀栀愀氀氀攀渀最攀猀
吀䘀䌀 䌀漀渀猀甀氀琀椀渀最 䤀渀挀
뜀뜀
뜀뜀뜀뜀
䔀渀琀攀爀瀀爀椀猀攀 刀椀猀欀 䤀渀琀攀爀渀愀氀䌀漀渀琀爀漀氀猀 䄀搀瘀椀猀漀爀礀䤀洀瀀爀漀瀀攀爀 倀愀礀洀攀渀琀猀䴀攀愀猀甀爀攀洀攀渀琀 刀攀洀攀搀椀愀琀椀漀渀䘀椀渀愀渀挀椀愀氀 刀攀瀀漀爀琀椀渀最 䄀䄀挀挀漀甀渀琀椀渀最 伀瀀攀爀愀琀椀漀渀猀䘀椀渀愀渀挀椀愀氀 匀琀愀琀攀洀攀渀琀 䌀漀洀瀀氀椀愀渀挀攀 䄀甀搀椀琀䐀愀琀愀 䄀渀愀氀礀琀椀挀猀 伀瀀琀椀洀椀稀愀琀椀漀渀䤀吀 匀攀挀甀爀椀琀礀 刀攀瘀椀攀眀 䄀猀猀攀猀猀洀攀渀琀
伀甀爀 瘀愀氀甀攀ⴀ愀搀搀攀搀 猀攀爀瘀椀挀攀猀㨀
圀栀愀琀猀 礀漀甀爀 渀攀砀琀 洀漀瘀攀㼀
䴀愀渀礀 瀀愀琀栀猀Ⰰ 漀渀攀 挀漀爀爀攀挀琀 爀漀甀琀攀 䘀漀氀氀漀眀 吀䘀䌀 愀氀漀渀最 琀栀攀 爀漀甀琀攀 琀漀 猀甀挀挀攀猀猀 䘀椀爀猀琀 琀栀愀琀 挀漀爀爀攀挀琀氀礀
挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀
AGA PDT 2018 | ORLANDO 53
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Contact Tracey Walker National Director Government Affairs Culture Diversity and Inclusion for more information on our inclusive programs and AGA partnership traceywalkerrsmuscom +1 202 427 5717
AIG Assistant Inspector GeneralAssoc AssociateAsst AssistantBus BusinessCEO Chief Executive OfficerCFO Chief Financial OfficerCIO Chief Information OfficerCo CountyComm CommitteeCOO Chief Operating OfficerCPAG Corporate Partner Advisory GroupDep DeputyDept DepartmentDev DevelopmentDir DirectorDiv DivisionEduc EducationERM Enterprise Risk ManagementExec ExecutiveFed FederalFM Financial ManagementGM General Manager Govt Government
Fields of Study See page 4 for list of Fields of Study
AOC Architect of the CapitolAOUSC Administrative Office of the
US CourtsCommerce US Department of CommerceDHHS US Department of Health
and Human ServicesDHS US Department of
Homeland SecurityDLA Defense Logistics AgencyDoD US Department of DefenseDoE US Department of EnergyDOI US Department of the InteriorDOJ US Department of JusticeDoS US Department of StateFASAB Federal Accounting Standards
Advisory BoardFiscal Service Bureau of the Fiscal ServiceFIT Office of Financial Innovation
and TransformationFMSB Financial Management Standards
BoardFTA Federal Transit Administration
HR Human ResourcesIG Inspector GeneralIT Information TechnologyMgmt ManagementMgr ManagerNatrsquol NationalOfc OfficePNP AGA Past National
PresidentPNT AGA Past National
TreasurerRPA Robotic Process
AutomationRVP Regional Vice PresidentSecrsquoy SecretarySME Subject Matter Expert Sr SeniorSvc ServiceSVP Senior Vice PresidentTech TechnicalUniv UniversityVP Vice President
GAO Government Accountability OfficeGASB Government Accounting Standards
BoardGSA US General Services
AdministrationHUD US Department of Housing
and Urban DevelopmentIRS Internal Revenue ServiceNASA National Aeronautics and Space
AdministrationNSF National Science FoundationOCFO Office of the Chief Financial OfficerOIG Office of Inspector GeneralOMB Office of Management and BudgetSBA Small Business AdministrationTreasury US Department of the TreasuryUSAID US Agency for International
DevelopmentUSDA US Department of AgricultureUSPTO US Patent and Trademark OfficeVA US Department of
Veteran Affairs
54 AGACGFM | PDT18
Glossary
MAIN CONVENTION CENTERSINGLE-LEVEL
REGISTRATION
CYBER LOUNGE
EX
HIB
IT H
ALL
PLENARY S
ESSIO
NS
AGA PDT 2018 | ORLANDO 55
Convention Center Floor Plans
圀䔀 䰀䤀匀吀䔀一 簀 圀䔀 䤀一一伀嘀䄀吀䔀 簀 圀䔀 䐀䔀䰀䤀嘀䔀刀
吀愀猀栀甀 吀爀椀瘀攀搀椀Ⰰ 倀爀攀猀椀搀攀渀琀䌀䔀伀 㜀㤀㐀 漀爀 琀琀爀椀瘀攀搀椀䀀琀昀挀挀椀渀攀琀
嘀椀猀椀琀 漀甀爀 眀攀戀猀椀琀攀 愀琀 眀眀眀琀昀挀挀椀渀攀琀
䘀漀爀 洀漀爀攀 椀渀昀漀爀洀愀琀椀漀渀 挀漀渀琀愀挀琀 吀䘀䌀
椀猀 琀栀攀 琀爀甀猀琀攀搀 瀀愀爀琀渀攀爀 昀漀爀 昀攀搀攀爀愀氀 愀最攀渀挀椀攀猀 琀栀愀琀愀爀攀 昀愀挀椀渀最 挀漀洀瀀氀攀砀 ǻ渀愀渀挀椀愀氀 洀愀渀愀最攀洀攀渀琀 挀栀愀氀氀攀渀最攀猀
吀䘀䌀 䌀漀渀猀甀氀琀椀渀最 䤀渀挀
뜀뜀
뜀뜀뜀뜀
䔀渀琀攀爀瀀爀椀猀攀 刀椀猀欀 䤀渀琀攀爀渀愀氀䌀漀渀琀爀漀氀猀 䄀搀瘀椀猀漀爀礀䤀洀瀀爀漀瀀攀爀 倀愀礀洀攀渀琀猀䴀攀愀猀甀爀攀洀攀渀琀 刀攀洀攀搀椀愀琀椀漀渀䘀椀渀愀渀挀椀愀氀 刀攀瀀漀爀琀椀渀最 䄀䄀挀挀漀甀渀琀椀渀最 伀瀀攀爀愀琀椀漀渀猀䘀椀渀愀渀挀椀愀氀 匀琀愀琀攀洀攀渀琀 䌀漀洀瀀氀椀愀渀挀攀 䄀甀搀椀琀䐀愀琀愀 䄀渀愀氀礀琀椀挀猀 伀瀀琀椀洀椀稀愀琀椀漀渀䤀吀 匀攀挀甀爀椀琀礀 刀攀瘀椀攀眀 䄀猀猀攀猀猀洀攀渀琀
伀甀爀 瘀愀氀甀攀ⴀ愀搀搀攀搀 猀攀爀瘀椀挀攀猀㨀
圀栀愀琀猀 礀漀甀爀 渀攀砀琀 洀漀瘀攀㼀
䴀愀渀礀 瀀愀琀栀猀Ⰰ 漀渀攀 挀漀爀爀攀挀琀 爀漀甀琀攀 䘀漀氀氀漀眀 吀䘀䌀 愀氀漀渀最 琀栀攀 爀漀甀琀攀 琀漀 猀甀挀挀攀猀猀 䘀椀爀猀琀 琀栀愀琀 挀漀爀爀攀挀琀氀礀
挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀
AIG Assistant Inspector GeneralAssoc AssociateAsst AssistantBus BusinessCEO Chief Executive OfficerCFO Chief Financial OfficerCIO Chief Information OfficerCo CountyComm CommitteeCOO Chief Operating OfficerCPAG Corporate Partner Advisory GroupDep DeputyDept DepartmentDev DevelopmentDir DirectorDiv DivisionEduc EducationERM Enterprise Risk ManagementExec ExecutiveFed FederalFM Financial ManagementGM General Manager Govt Government
Fields of Study See page 4 for list of Fields of Study
AOC Architect of the CapitolAOUSC Administrative Office of the
US CourtsCommerce US Department of CommerceDHHS US Department of Health
and Human ServicesDHS US Department of
Homeland SecurityDLA Defense Logistics AgencyDoD US Department of DefenseDoE US Department of EnergyDOI US Department of the InteriorDOJ US Department of JusticeDoS US Department of StateFASAB Federal Accounting Standards
Advisory BoardFiscal Service Bureau of the Fiscal ServiceFIT Office of Financial Innovation
and TransformationFMSB Financial Management Standards
BoardFTA Federal Transit Administration
HR Human ResourcesIG Inspector GeneralIT Information TechnologyMgmt ManagementMgr ManagerNatrsquol NationalOfc OfficePNP AGA Past National
PresidentPNT AGA Past National
TreasurerRPA Robotic Process
AutomationRVP Regional Vice PresidentSecrsquoy SecretarySME Subject Matter Expert Sr SeniorSvc ServiceSVP Senior Vice PresidentTech TechnicalUniv UniversityVP Vice President
GAO Government Accountability OfficeGASB Government Accounting Standards
BoardGSA US General Services
AdministrationHUD US Department of Housing
and Urban DevelopmentIRS Internal Revenue ServiceNASA National Aeronautics and Space
AdministrationNSF National Science FoundationOCFO Office of the Chief Financial OfficerOIG Office of Inspector GeneralOMB Office of Management and BudgetSBA Small Business AdministrationTreasury US Department of the TreasuryUSAID US Agency for International
DevelopmentUSDA US Department of AgricultureUSPTO US Patent and Trademark OfficeVA US Department of
Veteran Affairs
54 AGACGFM | PDT18
Glossary
MAIN CONVENTION CENTERSINGLE-LEVEL
REGISTRATION
CYBER LOUNGE
EX
HIB
IT H
ALL
PLENARY S
ESSIO
NS
AGA PDT 2018 | ORLANDO 55
Convention Center Floor Plans
圀䔀 䰀䤀匀吀䔀一 簀 圀䔀 䤀一一伀嘀䄀吀䔀 簀 圀䔀 䐀䔀䰀䤀嘀䔀刀
吀愀猀栀甀 吀爀椀瘀攀搀椀Ⰰ 倀爀攀猀椀搀攀渀琀䌀䔀伀 㜀㤀㐀 漀爀 琀琀爀椀瘀攀搀椀䀀琀昀挀挀椀渀攀琀
嘀椀猀椀琀 漀甀爀 眀攀戀猀椀琀攀 愀琀 眀眀眀琀昀挀挀椀渀攀琀
䘀漀爀 洀漀爀攀 椀渀昀漀爀洀愀琀椀漀渀 挀漀渀琀愀挀琀 吀䘀䌀
椀猀 琀栀攀 琀爀甀猀琀攀搀 瀀愀爀琀渀攀爀 昀漀爀 昀攀搀攀爀愀氀 愀最攀渀挀椀攀猀 琀栀愀琀愀爀攀 昀愀挀椀渀最 挀漀洀瀀氀攀砀 ǻ渀愀渀挀椀愀氀 洀愀渀愀最攀洀攀渀琀 挀栀愀氀氀攀渀最攀猀
吀䘀䌀 䌀漀渀猀甀氀琀椀渀最 䤀渀挀
뜀뜀
뜀뜀뜀뜀
䔀渀琀攀爀瀀爀椀猀攀 刀椀猀欀 䤀渀琀攀爀渀愀氀䌀漀渀琀爀漀氀猀 䄀搀瘀椀猀漀爀礀䤀洀瀀爀漀瀀攀爀 倀愀礀洀攀渀琀猀䴀攀愀猀甀爀攀洀攀渀琀 刀攀洀攀搀椀愀琀椀漀渀䘀椀渀愀渀挀椀愀氀 刀攀瀀漀爀琀椀渀最 䄀䄀挀挀漀甀渀琀椀渀最 伀瀀攀爀愀琀椀漀渀猀䘀椀渀愀渀挀椀愀氀 匀琀愀琀攀洀攀渀琀 䌀漀洀瀀氀椀愀渀挀攀 䄀甀搀椀琀䐀愀琀愀 䄀渀愀氀礀琀椀挀猀 伀瀀琀椀洀椀稀愀琀椀漀渀䤀吀 匀攀挀甀爀椀琀礀 刀攀瘀椀攀眀 䄀猀猀攀猀猀洀攀渀琀
伀甀爀 瘀愀氀甀攀ⴀ愀搀搀攀搀 猀攀爀瘀椀挀攀猀㨀
圀栀愀琀猀 礀漀甀爀 渀攀砀琀 洀漀瘀攀㼀
䴀愀渀礀 瀀愀琀栀猀Ⰰ 漀渀攀 挀漀爀爀攀挀琀 爀漀甀琀攀 䘀漀氀氀漀眀 吀䘀䌀 愀氀漀渀最 琀栀攀 爀漀甀琀攀 琀漀 猀甀挀挀攀猀猀 䘀椀爀猀琀 琀栀愀琀 挀漀爀爀攀挀琀氀礀
挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀
MAIN CONVENTION CENTERSINGLE-LEVEL
REGISTRATION
CYBER LOUNGE
EX
HIB
IT H
ALL
PLENARY S
ESSIO
NS
AGA PDT 2018 | ORLANDO 55
Convention Center Floor Plans
圀䔀 䰀䤀匀吀䔀一 簀 圀䔀 䤀一一伀嘀䄀吀䔀 簀 圀䔀 䐀䔀䰀䤀嘀䔀刀
吀愀猀栀甀 吀爀椀瘀攀搀椀Ⰰ 倀爀攀猀椀搀攀渀琀䌀䔀伀 㜀㤀㐀 漀爀 琀琀爀椀瘀攀搀椀䀀琀昀挀挀椀渀攀琀
嘀椀猀椀琀 漀甀爀 眀攀戀猀椀琀攀 愀琀 眀眀眀琀昀挀挀椀渀攀琀
䘀漀爀 洀漀爀攀 椀渀昀漀爀洀愀琀椀漀渀 挀漀渀琀愀挀琀 吀䘀䌀
椀猀 琀栀攀 琀爀甀猀琀攀搀 瀀愀爀琀渀攀爀 昀漀爀 昀攀搀攀爀愀氀 愀最攀渀挀椀攀猀 琀栀愀琀愀爀攀 昀愀挀椀渀最 挀漀洀瀀氀攀砀 ǻ渀愀渀挀椀愀氀 洀愀渀愀最攀洀攀渀琀 挀栀愀氀氀攀渀最攀猀
吀䘀䌀 䌀漀渀猀甀氀琀椀渀最 䤀渀挀
뜀뜀
뜀뜀뜀뜀
䔀渀琀攀爀瀀爀椀猀攀 刀椀猀欀 䤀渀琀攀爀渀愀氀䌀漀渀琀爀漀氀猀 䄀搀瘀椀猀漀爀礀䤀洀瀀爀漀瀀攀爀 倀愀礀洀攀渀琀猀䴀攀愀猀甀爀攀洀攀渀琀 刀攀洀攀搀椀愀琀椀漀渀䘀椀渀愀渀挀椀愀氀 刀攀瀀漀爀琀椀渀最 䄀䄀挀挀漀甀渀琀椀渀最 伀瀀攀爀愀琀椀漀渀猀䘀椀渀愀渀挀椀愀氀 匀琀愀琀攀洀攀渀琀 䌀漀洀瀀氀椀愀渀挀攀 䄀甀搀椀琀䐀愀琀愀 䄀渀愀氀礀琀椀挀猀 伀瀀琀椀洀椀稀愀琀椀漀渀䤀吀 匀攀挀甀爀椀琀礀 刀攀瘀椀攀眀 䄀猀猀攀猀猀洀攀渀琀
伀甀爀 瘀愀氀甀攀ⴀ愀搀搀攀搀 猀攀爀瘀椀挀攀猀㨀
圀栀愀琀猀 礀漀甀爀 渀攀砀琀 洀漀瘀攀㼀
䴀愀渀礀 瀀愀琀栀猀Ⰰ 漀渀攀 挀漀爀爀攀挀琀 爀漀甀琀攀 䘀漀氀氀漀眀 吀䘀䌀 愀氀漀渀最 琀栀攀 爀漀甀琀攀 琀漀 猀甀挀挀攀猀猀 䘀椀爀猀琀 琀栀愀琀 挀漀爀爀攀挀琀氀礀
挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀
圀䔀 䰀䤀匀吀䔀一 簀 圀䔀 䤀一一伀嘀䄀吀䔀 簀 圀䔀 䐀䔀䰀䤀嘀䔀刀
吀愀猀栀甀 吀爀椀瘀攀搀椀Ⰰ 倀爀攀猀椀搀攀渀琀䌀䔀伀 㜀㤀㐀 漀爀 琀琀爀椀瘀攀搀椀䀀琀昀挀挀椀渀攀琀
嘀椀猀椀琀 漀甀爀 眀攀戀猀椀琀攀 愀琀 眀眀眀琀昀挀挀椀渀攀琀
䘀漀爀 洀漀爀攀 椀渀昀漀爀洀愀琀椀漀渀 挀漀渀琀愀挀琀 吀䘀䌀
椀猀 琀栀攀 琀爀甀猀琀攀搀 瀀愀爀琀渀攀爀 昀漀爀 昀攀搀攀爀愀氀 愀最攀渀挀椀攀猀 琀栀愀琀愀爀攀 昀愀挀椀渀最 挀漀洀瀀氀攀砀 ǻ渀愀渀挀椀愀氀 洀愀渀愀最攀洀攀渀琀 挀栀愀氀氀攀渀最攀猀
吀䘀䌀 䌀漀渀猀甀氀琀椀渀最 䤀渀挀
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䔀渀琀攀爀瀀爀椀猀攀 刀椀猀欀 䤀渀琀攀爀渀愀氀䌀漀渀琀爀漀氀猀 䄀搀瘀椀猀漀爀礀䤀洀瀀爀漀瀀攀爀 倀愀礀洀攀渀琀猀䴀攀愀猀甀爀攀洀攀渀琀 刀攀洀攀搀椀愀琀椀漀渀䘀椀渀愀渀挀椀愀氀 刀攀瀀漀爀琀椀渀最 䄀䄀挀挀漀甀渀琀椀渀最 伀瀀攀爀愀琀椀漀渀猀䘀椀渀愀渀挀椀愀氀 匀琀愀琀攀洀攀渀琀 䌀漀洀瀀氀椀愀渀挀攀 䄀甀搀椀琀䐀愀琀愀 䄀渀愀氀礀琀椀挀猀 伀瀀琀椀洀椀稀愀琀椀漀渀䤀吀 匀攀挀甀爀椀琀礀 刀攀瘀椀攀眀 䄀猀猀攀猀猀洀攀渀琀
伀甀爀 瘀愀氀甀攀ⴀ愀搀搀攀搀 猀攀爀瘀椀挀攀猀㨀
圀栀愀琀猀 礀漀甀爀 渀攀砀琀 洀漀瘀攀㼀
䴀愀渀礀 瀀愀琀栀猀Ⰰ 漀渀攀 挀漀爀爀攀挀琀 爀漀甀琀攀 䘀漀氀氀漀眀 吀䘀䌀 愀氀漀渀最 琀栀攀 爀漀甀琀攀 琀漀 猀甀挀挀攀猀猀 䘀椀爀猀琀 琀栀愀琀 挀漀爀爀攀挀琀氀礀
挀漀洀瀀氀攀琀攀猀 琀栀攀 洀愀稀攀 愀渀搀 戀爀椀渀最猀 椀琀 琀漀 吀䘀䌀猀 戀漀漀琀栀 㐀 㤀⤀ 眀椀氀氀 爀攀挀攀椀瘀攀 愀 猀瀀攀挀椀愀氀 瀀爀椀稀攀