Professional Development Institute

ASMC National Capital Region: Professional Development Institute

Thursday, 14 March 2019 Ronald Reagan Building, Washington, D.C.

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Welcome

ASMC Government, Corporate & Retired Members

2 EDUCATION TRAINING PROFESSIONAL DEVELOPMENT 2 ASMC National Capital Region: Professional Development Institute Opening Ceremony

• Presentation of Colors • National Anthem • Pledge of Allegiance • Invocation

Please Rise

3 EDUCATION TRAINING PROFESSIONAL DEVELOPMENT 3 ASMC National Capital Region: Professional Development Institute Our Thanks Joint Armed Forces Color Guard-MDW

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Ms Debra Del Mar 2019 ASMC NCR PDI Chair

Opening Remarks & Introductions

5 EDUCATION TRAINING PROFESSIONAL DEVELOPMENT 5 ASMC National Capital Region: Professional Development Institute Time Out!

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It’s Been a Long Journey to First DoD Audit

• Audit Readiness Initiative formalized 2009 • Millions of man hours expended (@$4B) • In 2002, 4000 Business Systems in DoD Inventory; 2018 @ 2100 with annual spend of $8.7B ======• FY2018 team of 1200 auditors visited over 600 DoD sites & evaluated over 90K sample items: -13 of the 21 DoD reporting entities received disclaimers of opinion . - Unmodified Opinions for 5 -129 Material Weaknesses -2400 NFRs, 1203 from IT - near half in Legacy Systems

7 EDUCATION TRAINING PROFESSIONAL DEVELOPMENT 7 ASMC National Capital Region: Professional Development Institute 2019 Theme

Who Dares Wins!

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“ Can We Ask Any Less of Ourselves?” DoD audit outcomes, business reform results, and essential resource tradeoffs are required to ensure America’s military lethality and continued dominance moving forward.

“ WHO DARES WINS!”

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Each Action “This We Will Defend” Bears A Cost ….

“Always Faithful” Let’s Finish the Race

“Not Self But Country”

“Service Before Self” “ WHO DARES WINS!”

“Always Ready”

10 EDUCATION TRAINING PROFESSIONAL DEVELOPMENT 10 ASMC National Capital Region: Professional Development Institute Thanks to Our 2019 Speakers Keynote Speakers/Presenters: Government Breakout Presenters: • Mr. Mark Easton, CDFM-A • Mr. John Bergin, Information Technology and Business System Deputy Chief Financial Officer, OUSD(C) Reform Lead, OCMO, DoD • The Honorable Thomas Harker Assistant Secretary of the Navy (Financial Management & Comptroller) • Mr. Bruce A. Busler, Director, JDPAC, USTRANSCOM • The Honorable John P. Roth Assistant Secretary of the Air Force (Financial Management & Comptroller) • Mr. Michael Conlin, Chief Data Officer, OCMO, DoD • The Honorable John Whitley Assistant Secretary of the Army (Financial Management & Comptroller) • The Honorable Chip Fulghum • Mr. Brian Jacobs, Director of Enterprise Integration, DASA-FIM Deputy Under Secretary of Management, DHS • Dr. Robin Farley, ASMC Washington Chapter President • Ms. Mobala Kadiri, Director FIAR, ODCFO • Mr. Al Runnels, CDFM, CGFM, ASMC Executive Director • Mr. Greg Little, Business Integration Office, ODCFO Service/Dept FM Update Leaders (in alpha order) : • Mr. Craig Bennett, CGFM • Ms. Jane Roberts, OCMO, USN Deputy Assistant Commandant for Resources and DCFO,USCG • Mr. Joseph Marshall Jr., CDFM Principal Deputy Assistant Secretary of the Navy, FM&C • Mr. Roberto Rodriguez, Dir for Investment Programs, OUSD(C) • Mr. Michael Powers Principal Deputy Assistant Secretary of the Army, FM&C • COL. Randy Toris, SAF LL/P, USAF • Ms. Marilyn Thomas, CDFM Principal Deputy Assistant Secretary of the Air Force, FM&C • Ms. Glenda Scheiner, CDFM, Director, HCRM, OUSD(C) • Mr. Mark Easton, Deputy Chief Financial Officer, OUSD(C) • Mr. Leif Ulstrup, Kogod School of Business, American University • Mr. Mark Rose Director of Financial Operations/Comptroller, USCG • Mr. Dave Weinberg, Owner, Davespeak

11 EDUCATION TRAINING PROFESSIONAL DEVELOPMENT 11 ASMC National Capital Region: Professional Development Institute Corporate Thought Leadership “Bursts” • Presented by our Platinum(P) and Diamond(D) Corporate Sponsors • Engaging topics with relevant outcomes in partnership with government • Attendees can participate in two 30 minute bursts of their choice during the morning and afternoon breakouts starting at 1035 and 1350 Company Topic Location Conquering the 800 Pound Guerilla – Optimizing the Asset Management Portfolio while Meeting Mission in Uncertain Budget Grant Thornton (P) Continental - B1 Times

Guidehouse (P) Intelligent Automation COE: Beyond the BOTS! Continental – B2

Deloitte (D) Contextual Intelligence and Natural Language Processing in Action Continental – C3

Oracle (D) Modern Technology for Inventory Accountability Continental – C4

“Artificial Intelligence for Financial Data” Accelerating & Improvement of Budget, POA&M, Acquisition and Audit Readiness ClearInfo (D) Meridian – B1 Decisions

Lynch Consulting (D) Accounting and Financial Management Policy: Establishing Departmental Requirements Meridian – B2

KPMG (D) Transforming DoD Financial Management with Intelligent Automation Meridian – C3

EY LLP (D) IPA Expectations for SOC Reports Meridian – C4 SAP (D) Intelligent Robotic Process Automation – Combining Machine Learning with Automation to empower the financial workforce Meridian – D5 Kearney & Company ACL 123 Meridian – E6 (D) Sehlke Consulting (D) Robotics Process Automation, Not a threat but an opportunity Meridian – E7

1 CPE/CET Credit Awarded via two 30 Min Sessions = 60 Minutes EDUCATION TRAINING PROFESSIONAL DEVELOPMENT 12 ASMC National Capital Region: Professional Development Institute With Gratitude to our 46 Corporate Sponsors of 2019!

EDUCATION TRAINING PROFESSIONAL DEVELOPMENT 13 ASMC National Capital Region: Professional Development Institute PLATINUM SPONSORS

14 EDUCATION TRAINING PROFESSIONAL DEVELOPMENT 14 ASMC National Capital Region: Professional Development Institute DIAMOND SPONSORS

15 EDUCATION TRAINING PROFESSIONAL DEVELOPMENT 15 ASMC National Capital Region: Professional Development Institute GOLD SPONSORS

16 EDUCATION TRAINING PROFESSIONAL DEVELOPMENT 16 ASMC National Capital Region: Professional Development Institute EMERALD SPONSOR

17 EDUCATION TRAINING PROFESSIONAL DEVELOPMENT 17 ASMC National Capital Region: Professional Development Institute SAPPHIRE SPONSORS

18 EDUCATION TRAINING PROFESSIONAL DEVELOPMENT 18 ASMC National Capital Region: Professional Development Institute SILVER SPONSORS

19 EDUCATION TRAINING PROFESSIONAL DEVELOPMENT 19 ASMC National Capital Region: Professional Development Institute BRONZE SPONSORS

20 EDUCATION TRAINING PROFESSIONAL DEVELOPMENT 20 ASMC National Capital Region: Professional Development Institute Thank You 46 NCR PDI Exhibitors AGA Management Concepts MetroStrat Amyx Michael Shannon Consulting AOC Solutions mLINQS Apptio MorganFranklin Consulting Becker Oracle CALIBRE PenFed Credit union Castro & Company Qlik CGI RMA Associates Citi SAP ClearInfo Savantage Solutions Cotton & Company Sehlke Consulting CSCI Significance Definitive Logic src Logic Deloitte St. Michael's EY Summit2Sea Consulting Graduate School, USA Terathink Grant Thornton Thompson Gray Guidehouse UnitedHealthcare Immersion Consulting Vanguard Advisors JP Morgan Treasury Services Williams Adley Kearney & Company Woodgrove Solutions KPMG Workiva Lynch Consultants *Red indicates Platinum and Diamond Sponsors

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ASMC Washington Chapter 2019 Charity Donation: Pets for Vets

Please Visit Table #39 in the Atrium to make a cash/check donation

www.petsforvets.com/washington-dc

22 EDUCATION TRAINING PROFESSIONAL DEVELOPMENT 22 ASMC National Capital Region: Professional Development Institute Thank You 2019 NCR PDI Committee! Chair Debra Del Mar, Vanguard Advisors, LLC Vice Chair Stephen Ripley, Management Concepts Program Chair VADM Lou Crenshaw, USN (Ret.), Crenshaw Consulting Associates Registration Chair Wayne Whiten, CALIBRE Systems, Inc. Finance and Sponsorship Chair Rita L. Finney, Savantage Solutions Facilities Chair Susannah Kiehl, KPMG, LLP Exhibit Chair Joe Nave, KPMG, LLP Protocol Chair COL Robert Cook, USA (Ret.), Kearney & Company P.C. Protocol Support Sarah Grand, Kearney & Company P.C. Operations Chair COL Pat Riley, USA (Ret.), Thompson Gray Signage Chair and Operations Support Rene Rodriguez, St Michael’s Inc. Volunteer Chair Vonetta Kelly, Savantage Solutions Website Chair Michael Moore, CALIBRE Systems, Inc. Corporate Thought Leadership Chair Matt Kawamoto, Definitive Logic Corporate Thought Leadership Support Kristen Krieger, Management Concepts Speed Mentoring Laura Hofer, Oracle

Publication Chair Amy Smoke, Savantage Solutions Committee Secretary Kyle Richards, PhD Kearney & Company P.C. Executive Advisor BG Roger Scearce, USA (Ret.), Vanguard Advisors, LLC Awards Coordinator CMSgt. John Writer, USAF (Ret.), Kearney & Company, P.C. Charity Coordinator Jeff Norris, KPMG, LLP Photographer Katlin Pindell, Kearney & Company P.C.

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Thanks to Our Wonderful “Helping Hands!” 2019 NCR PDI Volunteers

Stephanie Adams Patrice Malloy Erica Anderson LaVerne Mason Mary Braun Nicole McClenic Shafeeah Brisco Lisa McCrimmon Maurice Chau Terry McDonald Cynthia Curry Jessica Medina Joan Deem Ibrahim Mohamed Astrid Diaz Jon Newell Anthony DiMario LTC T’Anya Newell Stephanie Dixon* Elise Newton Joe Doyle Voka Norwood Quimar Dupey Joseph Oliva Mikesha Griffin Judy Rhodes Deirdre Harrison LtCol James Richardson Randy Holdeman Deidre Richburg Toya Homer Latoya Shelton Sydni Howard Amy Smoke Dominick Iacobucci Vicky Sorto-Sanchez Justin Lee Marillin Spille Clayton Lohn Jordan Stone Victoria Lundvall Monika Tawakkoli-Shaw

* Volunteer Assistant

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Opening Keynote Mr. Mark Easton, CDFM-A

Deputy Chief Financial Officer, OUSD (C)

25 EDUCATION TRAINING PROFESSIONAL DEVELOPMENT 25 Office of the Under Secretary of Defense (Comptroller)

NCR PDI Keynote: What a Great Time to Be a Financial Manager! “Daring to Win”

Mark E. Easton Deputy Chief Financial Officer Office of the Under Secretary of Defense (Comptroller)

Presentation to the

Washington-ASMC National Capital Region PDI

March 14, 2019 27 Documents that are aligned with and enable our business

FY 2020 Budget 2018 National Request Defense Strategy

President’s CFO Act of 1990 NDAA Management Agenda

28 FY 2020 Budget Priorities

29 FY 2020 National Defense Budget Request

30 The CFO of the Future: Building on traditional strengths while leveraging opportunities for change

FY 2020 Budget 2018 National Request Defense Strategy

President’s CFO Act of 1990 NDAA Management Agenda

ASMC National Capital Region: Professional Development Institute Morning Panel

How Audit & Reforms Drive Transformation Outcomes

The Honorable John Whitley The Honorable Thomas Harker The Honorable John P. Roth Assistant Secretary of the Army Assistant Secretary of the Navy Assistant Secretary of the Air Force (Financial Management & Comptroller) (Financial Management & Comptroller) (Financial Management & Comptroller)

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Break Time!

Exhibit Area/Atrium 1000 – 1030

Then move to concurrent

Government Innovation Sessions & Corporate Thought - Leadership Bursts 1035 – 1145

For Lunch, please proceed to your designated room & be seated by 1200

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Luncheon Keynote Disruption for Lasting Change The Honorable Chip Fulghum Deputy Under Secretary of Management, DHS

Note: Please be seated by 12:00 and begin eating

EDUCATION TRAINING PROFESSIONAL DEVELOPMENT 35 ASMC National Capital Region: Professional Development Institute

Ms Debra Del Mar 2018 ASMC NCR PDI Chair

Acknowledgements

36 EDUCATION TRAINING PROFESSIONAL DEVELOPMENT 36 ASMC National Capital Region: Professional Development Institute Thanks to Our 2019 Speakers Government Breakout Presenters: Keynote Speakers/Presenters (in order of appearance): • Mr. John Bergin, Information Technology and Business System • Mr. Mark Easton, CDFM-A Reform Lead, OCMO, DoD Deputy Chief Financial Officer, OUSD(C) • The Honorable Thomas Harker • Mr. Bruce A. Busler, Director, JDPAC, USTRANSCOM Assistant Secretary of the Navy (Financial Management & Comptroller) • The Honorable John P. Roth • Mr. Michael Conlin, Chief Data Officer, OCMO, DoD Assistant Secretary of the Air Force (Financial Management & Comptroller) • The Honorable John Whitley • Mr. Brian Jacobs, Director of Enterprise Integration, DASA-FIM Assistant Secretary of the Army (Financial Management & Comptroller) • The Honorable Chip Fulghum Deputy Under Secretary of Management, DHS • Ms. Mobala Kadiri, Director FIAR, ODCFO • Dr. Robin Farley, ASMC Washington Chapter President • Mr. Al Runnels, CDFM, CGFM, ASMC Executive Director • Mr. Greg Little, Business Integration Office, ODCFO

Service/Dept FM Update Leaders (in alpha order) : • Ms. Jane Roberts, OCMO, USN • Mr. Craig Bennett, CGFM Deputy Assistant Commandant for Resources and DCFO,USCG • Mr. Roberto Rodriguez, Dir for Investment Programs, OUSD(C) • Mr. Joseph Marshall Jr., CDFM Principal Deputy Assistant Secretary of the Navy, FM&C • Mr. Michael Powers • COL. Randy Toris, SAF LL/P, USAF Principal Deputy Assistant Secretary of the Army, FM&C • Ms. Marilyn Thomas, CDFM • Ms. Glenda Scheiner, CDFM, Director, HCRM, OUSD(C) Principal Deputy Assistant Secretary of the Air Force, FM&C • Mr. Mark Easton, • Mr. Leif Ulstrup, Kogod School of Business, American University Deputy Chief Financial Officer, OUSD(C) • Mr. Mark Rose • Mr. Dave Weinberg, Owner, Davespeak Director of Financial Operations/Comptroller, USCG

37 EDUCATION TRAINING PROFESSIONAL DEVELOPMENT 37 ASMC National Capital Region: Professional Development Institute With Gratitude to our 46 Corporate Sponsors of 2019!

EDUCATION TRAINING PROFESSIONAL DEVELOPMENT 38 ASMC National Capital Region: Professional Development Institute PLATINUM SPONSORS

39 EDUCATION TRAINING PROFESSIONAL DEVELOPMENT 39 ASMC National Capital Region: Professional Development Institute DIAMOND SPONSORS

40 EDUCATION TRAINING PROFESSIONAL DEVELOPMENT 40 ASMC National Capital Region: Professional Development Institute GOLD SPONSORS

41 EDUCATION TRAINING PROFESSIONAL DEVELOPMENT 41 ASMC National Capital Region: Professional Development Institute EMERALD SPONSOR

42 EDUCATION TRAINING PROFESSIONAL DEVELOPMENT 42 ASMC National Capital Region: Professional Development Institute SAPPHIRE SPONSORS

43 EDUCATION TRAINING PROFESSIONAL DEVELOPMENT 43 ASMC National Capital Region: Professional Development Institute SILVER SPONSORS

44 EDUCATION TRAINING PROFESSIONAL DEVELOPMENT 44 ASMC National Capital Region: Professional Development Institute BRONZE SPONSORS

45 EDUCATION TRAINING PROFESSIONAL DEVELOPMENT 45 ASMC National Capital Region: Professional Development Institute Thank You 46 NCR PDI Exhibitors AGA Management Concepts MetroStrat Amyx Michael Shannon Consulting AOC Solutions mLINQS Apptio MorganFranklin Consulting Becker Oracle CALIBRE PenFed Credit union Castro & Company Qlik CGI RMA Associates Citi SAP ClearInfo Savantage Solutions Cotton & Company Sehlke Consulting CSCI Significance Definitive Logic src Logic Deloitte St. Michael's EY Summit2Sea Consulting Graduate School, USA Terathink Grant Thornton Thompson Gray Guidehouse UnitedHealthcare Immersion Consulting Vanguard Advisors JP Morgan Treasury Services Williams Adley Kearney & Company Woodgrove Solutions KPMG Workiva Lynch Consultants *Red indicates Platinum and Diamond Sponsors

46 EDUCATION TRAINING PROFESSIONAL DEVELOPMENT 46 ASMC National Capital Region: Professional Development Institute Thank You 2019 NCR PDI Committee! Chair Debra Del Mar, Vanguard Advisors, LLC Vice Chair Stephen Ripley, Management Concepts Program Chair VADM Lou Crenshaw, USN (Ret.), Crenshaw Consulting Associates Registration Chair Wayne Whiten, CALIBRE Systems, Inc. Finance and Sponsorship Chair Rita L. Finney, Savantage Solutions Facilities Chair Susannah Kiehl, KPMG, LLP Exhibit Chair Joe Nave, KPMG, LLP Protocol Chair COL Robert Cook, USA (Ret.), Kearney & Company P.C. Protocol Support Sarah Grand, Kearney & Company P.C. Operations Chair COL Pat Riley, USA (Ret.), Thompson Gray Signage Chair and Operations Support Rene Rodriguez, St Michael’s Inc. Volunteer Chair Vonetta Kelly, Savantage Solutions Website Chair Michael Moore, CALIBRE Systems, Inc. Corporate Thought Leadership Chair Matt Kawamoto, Definitive Logic Corporate Thought Leadership Support Kristen Krieger, Management Concepts Speed Mentoring Laura Hofer, Oracle

Publication Chair Amy Smoke, Savantage Solutions Committee Kyle Richards, PhD Secretary Kearney & Company P.C. Executive Advisor BG Roger Scearce, USA (Ret.), Vanguard Advisors, LLC Awards Coordinator CMSgt. John Writer, USAF (Ret.), Kearney & Company, P.C. Charity Coordinator Jeff Norris, KPMG, LLP Photographer Katlin Pindell, Kearney & Company P.C.

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Thanks to Our Wonderful “Helping Hands!” 2019 NCR PDI Volunteers

* Volunteer Assistant

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2019 ASMC Washington Chapter Awards

Dr. Robin Farley ASMC Washington Chapter President and Mr. Al Runnels, CDFM, CGFM ASMC Executive Director

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Congratulations 2019 Award Recipients Achievement Award Name Organization

Accounting Ms. June Lauffenberger United States Air Force, SAF/FMBOP

United States Coast Guard, C4IT Acquisition/Cost Analysis Mr. Tyler Bowden Service Center ALD-FMB United States Navy, Naval Sea Auditing Mr. John Hartke Systems Command

Budget Mr. Andrew Sakhaee United States Air Force, SAF/FMBP

United States Coast Guard, Office Finance CDR Christa O. Heffelfinger of Reserve Affairs (CG-1312) United States Coast Guard, Surface Resource Management CWO Allyson Vaskey Forces Logistics Center (SFLC)

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2019 Award Recipients – Small Team Air Force Reimbursement Team- SAF/FMBOI, United States Air Force Ms. Patrice Dixon Ms. Kara Fast Lt Col Todd Gibson Capt Brandon Jacobson Lt Col Daniel McCrary* Maj Fiona Pelehac, Capt Michelle Snow Mr. Damon Taylor

*Team Lead

51 EDUCATION TRAINING PROFESSIONAL DEVELOPMENT 51 ASMC National Capital Region: Professional Development Institute 2019 Award Recipients – Large Team BUPERS FIAR Team, United States Navy Ms. Katina Augustine Mr. Danilo Mendoza Ms. Kate Bosshart Mr. Irfaan Nooruddin Mr. Brett Bowers Mr. Richard Pastorino Mr. Dale Clemence Mr. Avinash Pethe Mr. Clydesdale Duncan Mr. Alam Sarmad Mr. Brad Gretter Ms. Jacqueline Vera Mr. Douglas Loa Ms. Jacqueline Wilcher* Ms. Natalie Miller *Team Lead

52 EDUCATION TRAINING PROFESSIONAL DEVELOPMENT 52 ASMC National Capital Region: Professional Development Institute ASMC National Update

Mr. Al Runnels, CDFM, CGFM ASMC Executive Director

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ASMC Washington Chapter 2019 Charity Donation: Pets for Vets

Please Visit Table #39 in the Atrium to make a donation

http://washington-dc.pets-for-vets.com

54 EDUCATION TRAINING PROFESSIONAL DEVELOPMENT 54 ASMC National Capital Region: Professional Development Institute Post NCR PDI: Speed Mentoring!

• Government only, Pre-registration required

• Please Note NEW LOCATION - Meridian DE at 1700

• 1.5 CPE Credits

55 EDUCATION TRAINING PROFESSIONAL DEVELOPMENT 55 ASMC National Capital Region: Professional Development Institute With Gratitude to our 46 Corporate Sponsors of 2019!

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