DOI 2008 Business Integration Conference |
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Updated: 5/6/08 - 2:30 p.m. MDT
Agenda
“Making the Grade” |
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Monday, March 31 , 2008 |
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9:00
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Registration
(10:00 - 12:00) Tour to Blackwater National Wildlife Refuge |
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1:00 |
Welcome, Introductions & Openings | Elizabeth Harrison, Director, Management Services Offices, Bureau of Reclamation | ||
1:10 |
"Making the Grade" | Jim Cason, Associate Deputy Secretary Nina Rose Hatfield, Deputy Assistant Secretary, Business Management and Wildland Fire Jeff Norris, Partner, KPMG |
1 CLP Acquisition (FAC-C)/1 Hour Accounting (CPA-CPE) | KPMG Slides |
2:30 |
Networking Break | |||
2:45 |
Financial and Business Management System (FBMS) Overview | Dan Fletcher & Debra Sonderman | 1 CLP Acquisition (FAC-C) | FBMS Website |
4:00 |
BREAKOUT SESSIONS | |||
| "Keys to Security" | Larry Ruffin/OCIO & Joe Seger/OCIO | 1 Hour - Annual IT Security Role-based Training/1 Hour Accounting (CPA-CPE) | Slides | |
| Project Management 101 | Ed Crump, Director, Solutions Coordination Office, NBC | 1 Hour Accounting (CPA-CPE) | Slides | |
| DOI Grants Management Workshop | Anita Hairston/PAM & Kathleen Craig/MMS | 1 Hour Financial Assistance Maintenance Training/1 CLP Acquisition (FAC-C) | ||
| ABC/M Performance Measures | Dave Horn/PFM & Bureau Rep TDB | 1 Hour Accounting (CPA-CPE) | Slides | |
| EEO Pitfalls: Educating Federal Managers to Avoid EEO Complaints | John Burden/PEO & Brian Sutherland/BOR | 1 Hour Diversity Training Credit | Slides | |
5:00 |
Today's Questions & Answers with Nina Rose | Conference Attendees | ||
5:30 |
Dinner on Own | |||
7:30 |
Welcome Reception - "Time for S'More Networking" | Conference Attendees | ||
Tuesday, April 1, 2008 |
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8:30 |
Opening Remarks | Elizabeth Harrison, Director, Management Services Office, Bureau of Reclamation | ||
8:40 |
"The Best Way to Predict the Future is to Create it" | Scott Friedman, CSP | ||
| Introduction - Leadership Track | Elizabeth Harrison, Director, Management Services Office, Bureau of Reclamation | |||
9:40 |
Networking Break | |||
10:00 |
BREAKOUT SESSIONS | |||
| "Creating a Great Place to Work!" | Pam Malam/USGS & Kathleen Wheeler/Deputy Human Capital Officer | 1 Hour Supervisory Refresher Training | Slides | |
| Linking Performance Metrics to Employee Performance Plans & Appraisals | Nancy Miller/PHR | 1 Hour Supervisory Refresher Training | Slides | |
| "Workplace Conflict Happens: How do you make it work for you?" | Shayla Simmons, Senior Counsel, Collaborative Action and Dispute Resolution, Office of the Solicitor | 1 Hour Diversity Training Credit | Handout | |
| EEO Pitfalls: Educating Federal Managers to Avoid EEO Complaints | John Burden/PEO & Brian Sutherland/BOR | 1 Hour Diversity Training Credit | Slides | |
| HR Toolbox - Hiring, Retention & Succession Planning | Roger Slater/BOR & Mike Ballew/PHR | 1 Hour Supervisory Refresher Training | Slides | |
| FBMS Computer Based Training - Year End | Damon Lindsay/FBMS | 1 Hour Accounting (CPA-CPE) | FBMS Website | |
| FBMS Demo Room Open | FBMS Website | |||
11:00 |
BREAKOUT SESSIONS | |||
| "Creating a Great Place to Work!" | Pam Malam/USGS & Kathleen Wheeler/Deputy Human Capital Officer | 1 Hour Supervisory Refresher Training | Slides | |
| Linking Performance Metrics to Employee Performance Plans & Appraisals | Nancy Miller/PHR | 1 Hour Supervisory Refresher Training | Slides | |
| "Workplace Conflict Happens: How do you make it work for you?" | Shayla Simmons, Senior Counsel, Collaborative Action and Dispute Resolution, Office of the Solicitor | 1 Hour Diversity Training Credit | Handout | |
| EEO Pitfalls: Educating Federal Managers to Avoid EEO Complaints | John Burden/PEO & Brian Sutherland/BOR | 1 Hour Diversity Training Credit | Slides | |
| HR Toolbox - Hiring, Retention & Succession Planning | Roger Slater/BOR & Mike Ballew/PHR | 1 Hour Supervisory Refresher Training | Slides | |
| FBMS Computer Based Training - Production Status | Martin Quinlan/FBMS | 1 Hour Accounting (CPA-CPE) | FBMS Website | |
| FBMS Demo Room Open | FBMS Website | |||
12:00 |
Lunch/Networking | |||
1:15 |
Introduction - Integration of Audit & Oversight Activities Track | Elizabeth Harrison, Director, Management Services Office, Bureau of Reclamation | ||
1:25 |
Office of Inspector General - A Perspective on Accountability | Earl E. Devaney, Inspector General | 1 CLP Acquisition (FAC-C)/1 Hour Accounting (CPA-CPE) | |
2:15 |
Integration of Audit & Oversight Activities Panel Discussion | Panel Discussion | 1 CLP Acquisition (FAC-C) | |
3:00 |
Networking Break | |||
3:20 |
BREAKOUT SESSION | |||
| Discussion/Brainstorming Sessions on the Integration of Oversight Audits & Activities | Conference Attendees | 1 CLP Acquisition (FAC-C)/1 Hour Accounting (CPA-CPE) | ||
4:15 |
Summarization of Breakout Discussions | Conference Attendees | 1 CLP Acquisition (FAC-C) | |
5:00 |
Today's Questions & Answers with Nina Rose | Conference Attendees | ||
Wednesday, April 2, 2008 |
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8:30 |
Opening Remarks & Introduction of Performance Accountability Track | Elizabeth Harrison, Director, Management Services Office, Bureau of Reclamation | ||
8:40 |
"Beyond the Smoke & Mirrors" - Integration of Budget across Business Lines | Pam Haze, Dan Fletcher, Mike Howell, Debra Sonderman, Doug Bourgeois | 1 CLP Acquisition (FAC-C)/1 Hour Accounting (CPA-CPE) | Slides |
9:30 |
Networking Break | |||
10:00 |
BREAKOUT SESSIONS | |||
| "The Balancing Act" - Effective Customer Communication | Pinnacle Learning: Stu MaGhee & Hank Priebe | 1 CLP Acquisition (FAC-C)/1 Hour Accounting (CPA-CPE) | Slides | |
| Acquisition Integrity and Fraud Schemes in Procurement and Financial Assistance Programs | Rob Knox/OIG | 1 CLP Acquisition (FAC-C)/1 Hour Accounting (CPA-CPE) | Slides | |
| DOI Transition to Networx IP Services | Tim Quinn/OCIO | 1 CLP Acquisition (FAC-C)/1 Hour Accounting (CPA-CPE) | Slides | |
| Energy Conservation | Mary Heying & Carl Leetham | 1 CLP Property/Leasing | Slides | |
| "Keys to Security" | Larry Ruffin/OCIO & Joe Seger/OCIO | 1 Hour - Annual IT Security Role-based Training/1 Hour Accounting (CPA-CPE) | Slides | |
| Whistleblower or Problem Employee: What Every Employee Needs to Know | Richard Trinidad, Associate Inspector General for Whistleblower Protection | Counts for NO FEAR Training | Slides | |
| FBMS Computer Based Training - Master Data/Account Assignments | Todd Adler/FBMS | 1 Hour Accounting (CPA-CPE) | FBMS Website | |
| FBMS Demo Room Open | FBMS Website | |||
11:00 |
BREAKOUT SESSIONS | |||
| "The Balancing Act" - Effective Customer Communication | Pinnacle Learning: Stu MaGhee & Hank Priebe | 1 CLP Acquisition (FAC-C)/1 Hour Accounting (CPA-CPE) | Slides | |
| Grab Your Partner and Know Your Policies! | Olivia Ferriter, Director, Office of Conservation, Partnerships, and Management Policy & Melodee Stith/PAM | 1 Hour Financial Asst Maintenance Training/1 CLP Acquisition (FAC-C) | Slides | |
| Enterprise Improvement Strategies for Getting to Green | Dorothy Sugiyama/PFM, Diane Reeves/OCIO & Rob Gordon/PCS | Slides | ||
| Federal Information Security Management Act (FISMA) - "It's about protecting our sensitive Agency information and enabling mission success" | Larry Ruffin/OCIO & Joe Seger/OCIO | 1 Hour Accounting (CPA-CPE) | Slides | |
| Business Transformation Using Enterprise Architecture | Colleen Coggins/OCIO | 1 Hour Accounting (CPA-CPE) | Slides | |
| Whistleblower or Problem Employee: What Every Employee Needs to Know | Richard Trinidad, Associate Inspector General for Whistleblower Protection | Counts for NO FEAR Training | Slides | |
| FBMS Computer Based Training - Purchase Requisitions | Ginger Peltz/FBMS | 1 CLP Acquisition (FAC-C) | FBMS Website | |
| FBMS Demo Room Open | FBMS Website | |||
12:00 |
Lunch/Networking | |||
1:00 |
Introduction: "Red Light/Green Light" - Scorecards | Elizabeth Harrison, Director, Management Services Office, Bureau of Reclamation | ||
| Scorecards | Danny Werfel, Deputy Controller of Office of Federal Financial Management (OFFM) | 1 CLP Acquisition (FAC-C) | Slides | |
2:00 |
BREAKOUT SESSIONS | |||
| Scorecard - Real Property, Energy & Transportation | Michael Keegan/DOI PAM | 1 CLP Property/Leasing | Slides | |
| "Getting to Green in E-Government" | Larry Warren/OCIO | Slides | ||
| Do You Need to do a Green Plan to Get to Green? | Dorothy Sugiyama/PFM, Rena Fugate/NPS, & Paul McEnrue/USGS | |||
| Providing Increasing Programmatic Performance at the Same or Less Funding | Dr. Richard Beck & Mark Davis | 1 Hour Accounting (CPA-CPE) | Slides | |
| Grab Your Partner and Know Your Policies! | Olivia Ferriter, Director, Office of Conservation, Partnerships, and Management Policy & Melodee Stith/PAM | 1 Hour Financial Asst Maintenance Training/1 CLP Acquisition (FAC-C) | Slides | |
| FBMS Computer Based Training - PRISM Awards | Dave Wunder/FBMS | 1 CLP Acquisition (FAC-C)/1 Hour Accounting (CPA-CPE) | FBMS Website | |
| FBMS Demo Room Open | FBMS Website | |||
2:50 |
Networking Break | |||
3:10 |
BREAKOUT SESSIONS | |||
| Energy Conservation | Mary Heying & Carl Leetham | 1 CLP Property/Leasing | Slides | |
| DOI Grants Management Workshop | Anita Hairston/PAM & Kathleen Craig/MMS | 1 Hour Financial Asst Maintenance Training/1 CLP Acquisition (FAC-C) | PAM Slides MMS E-Grants Slides |
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| Budget/Capital Planning Integration | Ike Kelley/POB & Mary Pletcher/PIO | 1 CLP Acquisition (FAC-C)/1 Hour Accounting (CPA-CPE) | Slides | |
| "Small Business is Big Business" - Small Business Program Overview | Mark Oliver, Director OSDBU | 1 CLP Acquisition (FAC-C) | Slides | |
| Project Management 101 | Ed Crump, Director, Solutions Coordination Office, NBC | 1 Hour Accounting (CPA-CPE) | Slides | |
| FBMS Computer Based Training - Goods Receipts/Invoices | Shanda Weese/FBMS | 1 CLP Acquisition (FAC-C)/1 Hour Accounting (CPA-CPE) | FBMS Website | |
| FBMS Demo Room Open | FBMS Website | |||
4:10 |
BREAKOUT SESSIONS | |||
| EEO Pitfalls: Educating Federal Managers to Avoid EEO Complaints | John Burden/PEO & Brian Sutherland/BOR | 1 Hour Diversity Training | Slides | |
| No Country for the Ethically Challenged: Dealing with Contractors | Terry Grush/MMS & Melinda Lofton/DOI Ethics | 1 Hour Ethics Training/1 CLP Acquisition (FAC-C)/1 Hour Accounting (CPA-CPE) | Slides | |
| "The Balancing Act" - Effective Customer Communication | Pinnacle Learning: Stu MaGhee & Hank Priebe | 1 CLP Acquisition (FAC-C)/1 Hour Accounting (CPA-CPE) | Slides | |
| "Privacy Eyes" - They are Watching you Integrate Privacy Practices with Business Processes | Miriam Brown-Lam/OCIO | Slides | ||
| Space Management | Michael Wright/PAM | 1 CLP Property/Leasing | Slides | |
| FBMS Computer Based Training - Production Status | Martin Quinlan/FBMS | 1 Hour Accounting (CPA-CPE) | FBMS Website | |
| FBMS Demo Room Open | FBMS Website | |||
5:10 |
Today's Questions & Answers with Nina Rose and Paul Hoffman | |||
Thursday, April 3, 2008 |
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8:30 |
Opening Remarks & Introduction of Budget & Financial Management and Acquisition Tracks | Elizabeth Harrison, Director, Management Services Office, Bureau of Reclamation | ||
8:40 |
"Interior's Core Values" | Paul Hoffman, Deputy Assistant Secretary - Human Capital, Performance and Partnerships | 1 Hour Accounting (CPA-CPE) | Slides |
9:40 |
BREAKOUT SESSIONS | |||
| No Country for the Ethically Challenged: Dealing with Contractors | Terry Grush/MMS & Melinda Lofton/DOI Ethics | 1 Hour Ethics Training/1 CLP Acquisition (FAC-C)/1 Hour Accounting (CPA-CPE) | Slides | |
| "Smart Pay 2: Whats IN - Whats OUT" | Cynthia Martin/PAM | 1 CLP Acquisition (FAC-C) | Slides | |
| "Helping Our Heroes" - Service Disabled Veteran Owned Small Business Program | Billy Jenkins, SBA Veterans Business Development Office & Mark Oliver, Director, OSDBU | 1 CLP Acquisition (FAC-C) | Slides | |
| "Getting There" - Online Booking Engine | Jacqueline Lynch/PFM & Brenda Barker/BOR | Slides | ||
| "Privacy Eyes" - They are Watching you Integrate Privacy Practices with Business Processes | Miriam Brown-Lam/OCIO | Slides | ||
| Budget/Capital Planning Integration | Ike Kelley/POB & Mary Pletcher/PIO | 1 CLP Acquisition (FAC-C)/1 Hour Accounting (CPA-CPE) | Slides | |
| FBMS Computer Based Training - Master Data/Account Assignments | Todd Adler/FBMS | 1 Hour Accounting (CPA-CPE) | FBMS Website | |
| FBMS Demo Room Open | FBMS Website | |||
10:30 |
Networking Break | |||
11:00 |
"Using Humor for a Change" | Scott Friedman, CSP | ||
12:00 |
Lunch/Networking | |||
1:00 |
BREAKOUT SESSIONS | |||
| Everyone is a Member - Federal Acquisition Workforce (FAC-C/FAC-P/PM) | Karen Pica, Director, Federal Acquisition Institute | 1 CLP Acquisition (FAC-C) | ||
| "Smart Pay 2: Whats IN - Whats OUT" | Cynthia Martin/PAM | 1 CLP Acquisition (FAC-C) | Slides | |
| Case Study in Comprehensive Internal Controls | Tim Hoke/Defense Commissary Agency | 1 Hour Accounting (CPA-CPE) | Slides | |
| Federal Information Security Management Act (FISMA) - "It's about protecting our sensitive Agency information and enabling mission success" | Larry Ruffin/OCIO & Joe Seger/OCIO | 1 Hour Accounting (CPA-CPE) | Slides | |
| Business Transformation Using Enterprise Architecture | Colleen Coggins/OCIO | 1 Hour Accounting (CPA-CPE) | Slides | |
| Multi-Generational Worfkforce - "You Say Tomayto and I say Tomahto" | Shelva Nobles/BLM | 1 Hour Supervisory Refresher Training | Slides | |
| FBMS Computer Based Training - PRISM Awards | Dave Wunder/FBMS | 1 CLP Acquisition (FAC-C)/1 Hour Accounting (CPA-CPE) | FBMS Website | |
| FBMS Demo Room Open | FBMS Website | |||
2:00 |
BREAKOUT SESSIONS | |||
| "Describing What You Need, Not How to do It" - Performance Based Acquisition | Julia Wise/OFPP & Gregory Garrett/Acquisition Solutions, Inc. | 1 CLP Acquisition (FAC-C) | OFPP Slides | |
| Risk Management - How to Figure Out Who Needs to be on First | Mary Braun/PFM & Keith Clark/BOR | 1 Hour Accounting (CPA-CPE) | PFM Slides BOR Slides |
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| "ESN - The Vision Ahead" (Enterprise Services Network) | Tim Quinn/OCIO | 1 Hour Accounting (CPA-CPE) | Slides | |
| Space Management | Michael Wright/PAM | 1 CLP Property/Leasing | Slides | |
| Multi-Generational Worfkforce - "You Say Tomayto and I say Tomahto" | Shelva Nobles/BLM | 1 Hour Supervisory Refresher Training | Slides | |
| FBMS Computer Based Training - Purchase Requisitions | Ginger Peltz/FBMS | 1 CLP Acquisition (FAC-C)/1 Hour Accounting (CPA-CPE) | FBMS Website | |
| FBMS Demo Room Open | FBMS Website | |||
2:50 |
Networking Break | |||
3:10 |
BREAKOUT SESSIONS | |||
| OMB Environmental Stewardship Scorecard Requirements - How do they impact you? | Kathleen Bartholomew & Pia Scott/PAM | 1 CLP Acquisition (FAC-C) | Slides | |
| FAR Horizons | Dee Emmerich/PAM & TBDBureau Rep | 1 CLP Acquisition (FAC-C) | ||
| Really Doing More with Less | Mary Braun/PFM, Joe Seger/OCIO & Thomas Martinez/PAM | Slides | ||
| "Helping Our Heroes" - Service Disabled Veteran Owned Small Business Program | Billy Jenkins, SBA Veterans Business Development Office & Mark Oliver,Director, OSDBU | 1 CLP Acquisition (FAC-C) | Slides | |
| Project Management Planning: "Are there Standards?" | Will Brimberry/OCIO | 1 Hour Accounting (CPA-CPE) | Slides | |
| FBMS Computer Based Training - Goods Receipts/Invoices | Shandra Weese/FBMS | 1 CLP Acquisition (FAC-C)/1 Hour Accounting (CPA-CPE) | FBMS Website | |
| FBMS Demo Room Open | FBMS Website | |||
4:10 |
BREAKOUT SESSIONS | |||
| "Small Business is Big Business" - Small Business Program Overview | Mark Oliver, Director OSDBU | 1 CLP Acquisition (FAC-C) | Slides | |
| Project Management Planning: "Are there Standards?" | Will Brimberry/OCIO | 1 Hour Accounting (CPA-CPE) | Slides | |
| FASAB Future Financial Statement Update | Dave Horn/PFM | 1 Hour Accounting (CPA-CPE) | Slides | |
| FBMS Computer Based Training - TBD | FBMS Team | 1 Hour Accounting (CPA-CPE) | FBMS Website | |
| FBMS Demo Room Open | FBMS Website | |||
5:10 |
Today's Questions & Answers with Nina Rose & DOI Leadership, Conference Closing | |||
5:30 |
CONFERENCE ADJOURNED | |||