PDI 2018 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 2017, registration is available at http://www.asmconline.org/pdi-2017.

Mini-Course Slides (PDFs)

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

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

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

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

16 A/B. Cost-Benefit Analysis
16AB - Black, Part 1
16AB - Black, Part 2

17 A/B. Concepts, Techniques and Tools that Support Performance Budgeting
17AB - Reeder

18 A/B. Operational Decision Support
18AB - Swyers, Part 1
18AB - Swyers, Part 2

19 A/B. Business Case Analysis
19AB - Jehle

20 A/B. Enabling Informed Decision Making
20AB - Diggs, Ratliff, Part 1
20AB - Diggs, Ratliff, Part 2
20AB - Diggs, Ratliff, Part 3
20AB - Diggs, Ratliff, Part 4

21 A/B. Internal Controls: Meeting Federal Requirements for Accountability
21AB - Black

22 A/B. Is “Follow the Leader” child’s play?
22AB - Ratliff, Part 1
22AB - Ratliff, Part 2

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

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

25 A/B. The Economic Environment and the Application of Economic Tools Supporting Financial Managers
25AB - Lipow

26 A/B. Multi-criteria Decision-making for Financial Managers
26AB - Hansen

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

28 A/B. Risk Management
28AB - Richter

29 A/B. Leadership for the Future
29AB - Charlip
29AB - Principles

Workshop Slides (PDFs)

31. Current Budget Issues
31 - McAndrew, Chamberlain, Pletcher, Simoes, Part 1
31 - McAndrew, Chamberlain, Pletcher, Simoes, Part 2

32. Budget Execution 102
32 - Tomasini, Part 1
32 - Tomasini, Part 2

33. The 115th Congress and the DoD Budget
33 - Milam

34. Congressional Enactment Process
34 - Nemoseck

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

36. DoD Business Reform -- What It Will Mean for Defense Financial Management
36 - Easton

37. Enterprise Cost Framework
37 - Fiedler, Hufty

38. Foreign Military Sales - Strengthening Partners and Allies
38 - Kausner, Morley, Grant, Cataldo

39. Foreign Military Sales and Security Cooperation Accounting: It's a Team Sport!
39 - Jacobs, Sampere, Davis

40. Ready for the current fight; Preparing for the future -- Balancing Combatant Command (CCMD) priorities and focus
40 - Peterson, Wetherald, Unger, Goff, Part 1
40 - Peterson, Wetherald, Unger, Goff, Part 2
40 - Peterson, Wetherald, Unger, Goff, Part 3
40 - Peterson, Wetherald, Unger, Goff, Part 4

43. Current Issues in DoD Financial Operations--Never a Dull Moment!
43 - Easton, Miller, Fenstermacher, Murphy, McDermott

44. Antideficiency Act (ADA): The 4-4-4 Plan to Avoid Violations
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

50. You Know How DFAS Supports DoD Appropriated Funds, Now Learn about DFAS Non-Appropriated Fund (NAF) Financial Services Support to DoD
50 - Kincy, Harbour, Burk, Part 1
50 - Kincy, Harbour, Burk, Part 2
50 - Kincy, Harbour, Burk, Part 3
50 - Kincy, Harbour, Burk, Part 4

51. Military Banking Program Panel
51 - McDermott, Lepper, Hernandez, Hawbecker

54. Simplifying and Standardizing DoD Business and IT Environments -- Where Is the Value Proposition?
54 - Little, Morgan, Meyer, Part 1
54 - Little, Morgan, Meyer, Part 2
54 - Little, Morgan, Meyer, Part 3
54 - Little, Morgan, Meyer, Part 4

55. IPP to G-Invoicing: Are You in the Know of What's on the Horizon
55 - Young, Jarboe

61. The FY 2018 Audit -- A Year of "Firsts"
61 - Kadiri, Miller, McDermott, Murphy, Opie-Toler

63. The Single Auditor Approach How USACE is Tackling the Military Construction Audit
63 - Holtzman

64. Financial Audit Remediation--Getting our money's worth from the experience
64 - Kadiri, Hullinger

65. After Downgrading the Property Material Weakness, What are Key USCG Property Lessons Learned and Remaining Issues?
65 - Manofsky, Part 1
65 - Manofsky, Part 2

72. Tackling Complex Audit Focus Areas Using Analytical Tools -- UDO Management, Capital Asset Management, and Expenses
72 - Messalle, Johns

73. Successful Process Improvement Programs
73 - Oliver, Eichhorn

74. Examining Financial Reporting Process for Effective Internal Control Test Work
74 - Danish, Schoenberg, Part 1
74 - Danish, Schoenberg, Part 2

75. Robotic Process Automation is HERE: Transforming Finance in the Digital Age
75 - Huff, Pinkard, Morgan, Barnhurst, Crawford

77. DoD Agency Reform Plan Activities: Improving Efficiency, Effectiveness, and Accountability
77 - Cotton, Fulghum, Spangler, Stewart, Part 1
77 - Cotton, Fulghum, Spangler, Stewart, Part 2
77 - Cotton, Fulghum, Spangler, Stewart, Part 3

78. Auditor's General - Current Issues
78 - Tucker, Bennett, Gilmore, Richards, Part 1
78 - Tucker, Bennett, Gilmore, Richards, Part 2
78 - Tucker, Bennett, Gilmore, Richards, Part 3

80. Fund Balance with Treasury: New and Improved!
80 - Marrow, Mosier, Hutton

81. Risk: It's More than Modeling Uncertainty
81 - Bickel

82. Faster, Cheaper and Better Quality. Is it Real?
82 - Schultz

84. Establishing a Worthwhile Internal Audit Function for Property
84 - Hart, McLain, Hartke, Manofsky, Sykes

85. FISCAM and its role within the Risk Management Framework (RMF): Lessons learned from Navy's Financial Management (FM) Overlay process
85 - Chaudhary, Tann, Davila, Dalenberg

86. A Discussion of Deemed Cost Standards and Implementation Guides and Their Impact on Federal Agencies
86 - Hart, Payne

89. Auditor at the Gates: Insights to Help Translate Your Audit Readiness Progress into Audit Results
89 - Zajac, Roberts, Schmalfeldt, Gardiner

90. Cost Management Organizations
90 - Novelli, Schwenke, Fienga, Part 1
90 - Novelli, Schwenke, Fienga, Part 2

91. Fact Based Decision Making
91 - Bickel

92. Cost Benefit Analysis
92 - Hahn

93. My Evidence is Better than Yours: Adding Credibility to Decision Support
93 - Diggs

94. Perfectly Off-Center: When Our Decisions Defy Economics
94 - Ratliff, Part 1
94 - Ratliff, Part 2

95. Improved Efficiency Through Better Costing
95 - Turman, Sackos

96. Leveraging Data Analytics: Turning Data Into Information To Inform Decision Making
96 - Lucido, Zell, Seckar

98. Modern Techniques in Data Analytics
98 - Hosse, Zimmermann

99. Visualize your data. How the Air Force is leveraging Enterprise Analytics Dashboards to manage their $100 billion acquisition portfolio
99 - Cole, Lymangrover

100. Using Big Data and Data Science to Improve Processes for Auditability
100 - Evans, Carl, Little, Long, Part 1
100 - Evans, Carl, Little, Long, Part 2

101. Enterprise Risk Management / Internal Controls
101 - McKay, Hawkins, Rose, Part 1
101 - McKay, Hawkins, Rose, Part 2

102. Earned Value and the Acquisition Program
102 - Gustavus

104. The Secret to a Clean Opinion? Strong Internal Controls!
104 - Ojumu, Bobich, Beck, Kadiri, Part 1
104 - Ojumu, Bobich, Beck, Kadiri, Part 2

105. Enterprise Risk Management - yes it works!
105 - Rymer, Bennett, Gardiner

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

107. Wanna Pass an Audit? Develop Your People!
107 - Weinberg, Fulghum, Scheiner, Kaina

108. DoD FM Workforce Update
108 - Scheiner, Clay

109. Unlock Your Potential: Charting a Successful DoD FM Career
109 - Scheiner, Part 1
109 - Scheiner, Part 2
109 - Scheiner, Part 3

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

111. A-123: The Key to Enduring Audit Readiness
111 - McCarthy, Hughes, Carr, Fava, Mason

112. Your Financial ERP is the Springboard for Enterprise Reform
112 - Del Mar, Morgan, Little, Part 1
112 - Del Mar, Morgan, Little, Part 2

113. Value & Benefits of Key Performance Indicators: A Navy Case Study with SABRS
113 - Sweeney, Thompson, Poe, Chattman, Farley

114. Feeder Frenzy! The role our complex IT environment plays in getting to efficient, auditable operations
114 - Jones, Dalenberg, Reed, Morgan, Little

115. Finance Process Automation: Concepts and Practices
115 - Miranda, Fagan

116. Development of a PBES System in DoD: A Case Study with the Air Force
116 - Cody, Hanson, Santos

117. Digital Auditors: Driving Productivity through Robotic Process Automation
117 - Druker, Fraser, Jacobs, Skober

118. Maximize the Value of Your Resource Management Experience
118 - Schafer, Herrera, Speer

119. How to Ask Powerful Questions
119 - Hahn

123. Make Training Fun
123 - Chua

124. MICROSOFT - Top 10 tips and tricks for Windows 10, Best tips for Office 2013 & 2016 EXCEL and PowerPoint
124 - Fritts, Cella, Part 1
124 - Fritts, Cella, Part 2

125. What DoD FMers Can Learn from Their Critics
125 - Hale

127. Perspectives of Funding Contingency Operations
127 - Maxwell, Constable, Dilworth

128. DoD Reserve Component Comptroller Readiness Challenges
128 - Gatch, Mehrman, Barnum, Whitford

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