PDI 2019 Workshop Slides

IMPORTANT:

The slides posted on this page are for study purposes only.  THEY DO NOT PROVIDE CPE CREDITS.  If you are interested in earning additional CPE credits from Virtual PDI 2018, registration is available at https://asmconline.org/pd/virtual-pdi.

Mini-Course Slides (PDFs)

7A/B. DoD FM Certification User Training:
7AB - O'Mara-Gordon, Marchinkoski

9. MICROSOFT - Learn the Power of One Note, the most underused Microsoft Application
9 - Fritts

10A/B. Debt Management - Collection, Due Process and Reconciliation
10AB - Blackwell, Bolin

11A/B. DoD Travel Card Management
11AB - Blackwell, Bolin

12A/B. Reimbursement Accounting
12AB - Carter, Blackwell

13A/B. Budget Execution and Performance Integration
13AB - Aguilera

14A/B. Budgeting and Accounting: Making the Connection
14AB - Saltich

15A/B. Cost Concepts for Accounting Analysis
15AB - Terronez 16A/B. Cost-Benefit Analysis

16A/B. Cost-Benefit Analysis
16AB - Saltich

20A/B. Enabling Informed Decision Making
20AB - Diggs, Freeman

21A/B. Internal Control: Meeting Federal Requirements for Accountability
21AB - Davidson

22A/B. Is Follow the Leader Child's Play?
22AB - Ratliff

23A/B. Budget Execution and Performance Integration
23AB - Aguilera

24A/B. Analytical Decision Making for Financial Managers
24AB - Hanson

26A/B. Multi-criteria Decision-making for Financial Managers
26AB - Burton Part 1
26AB - Burton Part 2

27A/B. Decision Support for Leaders
27AB - Richter

29A/B. Leadership for the Future
29AB - Potter

Workshop Slides (PDFs)

31. Current Budget Issues
31 - Andre, Pletcher, Simoes, Welch Part 1: Navy
31 - Andre, Pletcher, Simoes, Welch Part 2: Air Force
31 - Andre, Pletcher, Simoes, Welch Part 3: Army
31 - Andre, Pletcher, Simoes, Welch Part 4: OSD

32. Budget Execution 102
32 - Melton

33. The 116th Congress and the DoD Budget
33 - Milam

34. Congressional Enactment Process
34 - Martin

35. 50 Questions [every budget analyst or BFM should be able to answer]
35 - Martin

36. DoD Business Reform--Translating Good Ideas into Fiscal Reality
36 - Easton, Muchmore, Lawrie

38. Financial Institutions on DoD Installations 101
38 - Hawbecker

39. When Two Worlds Collide - Foreign Military Sales and Audit
39 - Santeramo, Leonard, Pulphus 

40. Ready for the current fight; Preparing for the future -- Balancing Combatant Command (CCMD) priorities and focus
40 - Peterson , Unger, Thiede

43. Current Issues in DoD Financial Operations--Paving the Path for the CFO of Tomorrow
43 - Easton, Miller, Jenkins, Murphy, Davis

44. Antideficiency Act (ADA): Practical Application
44 - Davidson

45. Responsibilities of Government Officials
45 - Dunn

46. United States Code Title 31: A History of Bad Behavior by Executive Branch Agencies
46 - Dunn

47. ASMCs of Leadership
47 - Fulghum

48. Being Professionally Fit: Living a Lifestyle of Learning
48 - Fulghum

49. Network to New Work
49 - Bick, Blundell, Paul

50. You Know How DFAS Supports DoD Appropriated Funds, Now Learn about DFAS Non-Appropriated Fund (NAF) Financial Services Support to DoD
50 - Harbour, Burk, Roberts Part 1
50 - Harbour, Burk, Roberts Part 2

51. Writing a Winning Resume
51 - Moore Part 1 
51 - Moore Part 2

52. Successful Interviewing
52 - Moore

53. Recruit, Retain and Engage Millennials
53 - Brown

54. Liar!, Liar?, Pants-on-Fire!?!
54 - Hart, Glenn, McLain, Short, McDermott

56. How do I implement financial management critical thinking strategically in my organization or tactically in my team?
56 - Schultz

57. Funding for IT, Tech Refresh etc...
57 - Tomasini

58. Funding for Other Transaction Authorities (OTAs) and Section 804 Middle Tier Acquisition (a hot topic!)
58 - Tomasini

60. Indirect costs: Possibly your biggest contract cost driver
60 - Gustavus

61. FY18 Audit Results and Responses
61 - Glenn, Miller, Jenkins, Murphy

63. USACE's Single Auditor Approach. An Update on Progress and Challenges.
63 - Holtzman

65. After Downgrading the Property Material Weakness, What are Key USCG Property Lessons Learned and Remaining Issues?
65 - Wright

69. New Frontiers in DoD FM Data Analytics
69 - Conlin 

73. Worst...Site Visit...Ever...
73 - Hart, McDermott, Smith, Pressel, Trusz

74. Examining Financial Reporting Process for Effective Internal Control Test Work
74 - Schoenberg, Middleton

75. Using Analytics to Unlock Financial Performance in the DoD.
75 - Evans, Little, Drozdowski- Treasury
75 - Evans, Little, Drozdowski- DOD

76. Analytics and Data Science: Improving Readiness
76 - Hildebrand, Mazur, Warring, Lanham Part 1 
76 - Hildebrand, Mazur, Warring, Lanham Part 2
76 - Hildebrand, Mazur, Warring, Lanham Part 3

77. Top 10 lessons learned from implementing a data analytics program
77 - Ojumu, Reed, Burks, Sykes Part 1- USCG
77 - Ojumu, Reed, Burks, Sykes Part 2- Secret Service
77 - Ojumu, Reed, Burks, Sykes Part 3- DFAS

78. Auditor's General - Current Issues
78 - Tucker, Bennett, Richards, Booth- Opening Comments
78 - Tucker, Bennett, Richards, Booth- Air Force 
78 - Tucker, Bennett, Richards, Booth- Army
78 - Tucker, Bennett, Richards, Booth- Navy


83. The Spy who Funds me: Funding for "Three Letter" Agencies
83 - North, Treadwell, Fleet, Hosse

84. Antideficiency Act: What NOT to Do!
84 - Arnold

86. Nonappropriated Fund Transformation
86 - Whittemore, Hall, Blain

88. The evolution of internal controls
88 - Rymer, Hoecker

89. How Can New IT Delivery Models Such as Cloud Make Audit More Sustainable?
89 - Palmisano, McCann, Koski, Durst Part 1
89 - Palmisano, McCann, Koski, Durst Part 2
89 - Palmisano, McCann, Koski, Durst Part 3

91. Fact Based Decision Making
91 - Bickel

95. Enhancing Financial Governance and Oversight using the Tools of Lean and Six Sigma.
95 - Hebert, Mick, Bouchard, Biggs, Foot

96. Women Leading in DoD FM: Trailblazing a Path
96 - McClain, Jenkins, Anderson, Kadiri

97. Robotics Process Automation: Where Can it Take Us?
97 - Stewart, Parker, Thomas Part 1
97 - Stewart, Parker, Thomas Part 2
97 - Stewart, Parker, Thomas Part 3


98. Leveraging Data Analytics: Transforming raw data into intelligence for data-driven business performance
98 - Lucido, Seckar, Zell

99. Why does my auditor keep talking about my Data Quality and what do I do about it?
99 - Gable, Marsico, Wright, Young

100. Beyond Audit Compliance: Business Value in an Enterprise Universe of Transactions
100 - Jacobs, Little, Eichhorn Part 1
100 - Jacobs, Little, Eichhorn Part 2

101. Using Data Analytics to Support the CFO
101 - Cotton, Simoes, Wright- Coast Guard
101 - Cotton, Simoes, Wright- Navy

104. Inventory and Supply: A Key Piece of Audit
104 - Buck, Koski, Karl, Thurston- Army APL
104 - Buck, Koski, Karl, Thurston- Army G4
104 - Buck, Koski, Karl, Thurston- Air Force

105. From Pencils Down to Ready, Aim, Fire: Building a Culture of Audit Success Across Army
105 - Bitz, Reynolds, Sears, Byrd, Charlton, McCracken

106. DCAA-DCMA-DFAS Roles in Contract Close-out - It's a Team Effort
106 - Franceschi, Bales, Ebright 

107. DoD Audits - The Auditors' Perceptive
107 - Hart, Short, Khwaja, Green, Venable

109. Unlock Your Potential: Charting a Successful DoD FM Career
109 - Scheiner

110. Continuing Education and Training (CETs) on a Shoestring Budget
110 - Gifford

111. Audit Findings, Now What?
111 - Powell-Hodge, Beck, Khan, Kadiri

112. Relationship of formulation, execution, accounting, and performance analysis
112 - Reifsnyder

113. Business Transformation - Managing Change in a Financial Management Organization
113 - Contreras, Schurman, Anders

114. DoD's Journey to a Clean Opinion is an Organizational Transformation Effort and Requires Transformation Assurance to Get it Right the First Time
114 - Bonin, Harker, Glenn, Wojie

115. Intelligent Automation and the Future of Finance
115 - Everson, Lyons, Walker Part 1
115 - Everson, Lyons, Walker Part 2

116. When You Get to the Fork in the Road, Take It! A Proven Path for Defense Financial Transformation
116 - Del Mar, Morgan

117. FTE Costing: DOD Civilian vs Contractor
117 - Wright, Carreiro

118. Maximize the Value of Your Resource Management Experience
118 - Schafer, Grant, Miller

119. How to Ask Powerful Questions
119 - Hahn

123. Make Training Fun
123 - Hodges, Proffitt

124. MICROSOFT - Using Excel PowerPivot/Power BI data modeling to successfully manage data overload
124 - Cella, Brooks

125. Total Cost Visibility - Capturing and Managing Weapon Systems Costs
125 - Hendrickson, Holden

126. Strategic Planning...Your Road Map to Federal Retirement Bliss
126 - Majewski

127. Army Financial Management Readiness in support of contingency Operations
127 - Maxwell, Rouse, Briggs, Jackson Part 1
127 - Maxwell, Rouse, Briggs, Jackson Part 2

128. DoD Reserve Component unique budgetary authorities and appropriations
128 - Beckles, Whitford, Mehrman- Air Force
128 - Beckles, Whitford, Mehrman- ARNG
128 - Beckles, Whitford, Mehrman- USAR
128 - Beckles, Whitford, Mehrman- Property

130. Unconscious Biases--Understanding the Cognitive Domain and Unleashing it to Build Team Success
130 - Edwards

131. The Military Banking Program -- Public and Private Perspectives
131 - Lepper, Hernandez, Broda, Evans, Dejesus- AMBA
131 - Lepper, Hernandez, Broda, Evans, Dejesus- Army

132. The Journey to a Single General Ledger--Eliminating Complexity and Enhancing
132 - Casson Stevens, Adams

133. Successful Process Improvement Programs
133 - Algiere, Eichhorn

135. National Defense Strategy: How Financial Managers contribute to lethality through financial prudence.
135 - Fienga, Fawole

136. Internal Control - A Standard Setter's Perspective
136 - Kociolek, Silzer, Durfee, Kinney