|
| |
November 2008
Speaker:
|
Mr. David F.
Bice,
MajGen USMC (Ret)
Executive Director, JGPO
David Bice was appointed Executive Director, Joint Guam Program Office
in January 2007. In this position, Mr. Bice is responsible for all
planning, integration of the Department of Defense infrastructure
capabilities, master plan development, program and budget
synchronization, construction oversight, government and business
coordination, and strategic communications for the realignment of
military forces to Guam. David Bice retired from the US Marine Corps in
2002. [Bio]
|
 |
Topic:
|
The Uniqueness of Joint DOD
Financing |
October 2008
Speaker:
|
Marilyn M.
Thomas,
[Bio]
Deputy Commander for
Resource
Marine Corps Systems
Command |
 |
Topic:
|
A Systems Command Perspective on the
Current Fiscal Environment
(4.5MB) |
September 2008
August 2008
Speaker:
|
Ms. BJ White-Olson,
[Bio]
Director for Budget
Management and Execution,
Office of the Deputy Assistant Secretary for Budget (SAF/FMBM)
[Website] |
 |
Topic:
|
TBD - The Budget
Dilemma
(420KB) |
July 2008
Speaker:
|
Mr. Fred D. Finke
[Bio]
Deputy Comptroller,
Mid-Size Community Banks
Office of the Comptroller of the Currency
[Website] |
|
Topic:
|
How a Bank Examiner Views the Current
State of the Financial Markets. |
June 2008
Speaker:
|
Rear Admiral Keith A. Taylor
[Bio]
Assistant Commandant for
Resources/Chief Financial Officer,
United States Coast Guard
[Website] |
 |
Topic:
|
Modernization, Resource Management
Transformation and Audit Remediation in the Coast Guard.
|
May 2008
Speaker:
|
Mr. Joseph A. Fasching
[Bio]
Chief Financial Executive
Defense Intelligence Agency (DIA)
[Website] |
 |
Topic:
|
Achieving Auditability for the
Defense Intelligence Agency and the Intelligence Community |
April 2008
Speaker:
|
William H. Campbell III,
[Bio]
Deputy Director and Senior Advisor for Army Budget
Army, Assistant Secretary of the Army
(Financial Management and Comptroller)
[Website] |
 |
Topic:
|
Hooked on Supplementals. Can DoD and
the Congress Break the Supplemental Habit? |
February 2008
Speaker:
|
Mike Gaffney,
[Bio]
President of Business Development for CSC’s Federal Sector business unit
[ Website] |
 |
Topic:
|
Industry's Critical Role in Getting
DoD Business Transformation "Over the Goal Line! |
January 2008
Speaker:
|
Mr. Ronald J. Rosenthal, SES,
[Bio]
Program Manager for the Navy ERP Program
[Website]
Mr. Rosenthal's
presentation
4MB |
 |
Topic:
|
Navy ERP |
November 2007
Speaker:
|
Mr. John G. Vonglis
[Bio]
Principal Deputy Assistant Secretary of the Air Force for Financial
Management and Comptroller,
Headquarters U.S. Air Force |
 |
Topic:
|
Air Force Financial Management
Challenges and Solutions |
October 2007
Speaker:
|
Mr. John J. Argodale, SES,
[Bio]
Deputy Assistant Secretary of the Army (DASA), Financial Operations
[Website]
Mr. Argodale's
presentation
122KB |
 |
Topic:
|
Management Controls |
September 2007
August 2007
Speaker:
|
Mr. J. David Patterson,
[Bio]
Principal Deputy Under Secretary of Defense (Comptroller) |
 |
Topic:
|
"Over Cost, Behind Schedule, Not
Performing: What's a Budgeteer to do?" |
July 2007
Speaker:
|
RADM Robert S. Branham,
[Bio]
Assistant Commandant for Resources and Chief Financial Officer, United
States Coast Guard |
 |
Topic:
|
Coast Guard Financial Management
Transformation
Radm Branham's
Presentation
1.5MB |
June 2007
Speaker:
|
Mr. Mark Erath, CPA ,
[Bio]
PricewaterhouseCoopers LLP, |
 |
Topic:
|
Through the Looking Glass: Real Audit
Readiness Under the Auditor's Lens
Mr. Erath's
Presentation
|
May 2007
Speaker:
|
Mr. Nicholas Kunesh,
[Bio]
Special Assistant to the
Secretary of the Navy
LEAN SIX SIGMA |
 |
Topic:
|
Department of Navy's Lean Six Sigma
Program Mr. Kunesh's
Presentation
|
April 2007
February 2007
Speaker:
|
Mr. James E. Short,
[Bio]
Deputy Assistant Secretary for Financial Operations,
Office of the Assistant Secretary for Financial Management and
Comptroller,
Headquarters U.S. Air Force
[website]
Mr. Short's
Presentation
(7.2 MB) |
 |
Topic:
|
"Got Change?"
Transforming Financial Management
What is the future of financial management? How does transformation
impact our people, processes, and systems? How can change impact every
aspect of an organization? Come to the luncheon and find out! |
January 2007
Speaker:
|
Mr. John L. Miller,
[Bio]
Deputy Assistant Secretary of the Army (DASA), Financial Information
Management (FIM) for the ASA (FM&C)
[website]
|
 |
Topic:
|
"General Fund Enterprise Business System (GFEBS)'
Mr. Miller's Presentation
(1.1 MB) |
November 2006
Speaker:
|
Mr. Jeffery G. Orner,
[Bio]
Deputy Assistant Commandant
for Engineering & Logistics
U. S. Coast Guard
[website] |
 |
Topic:
|
Coast Guard Logistics Transformation and How
it Supports CFO Audit Compliance
Mr Orner's Presentation
(7.6 MB) |
October 2006
Speaker:
|
Mr. Mark Easton,
[Bio]
Director, Navy Office of Financial
Operations
[website] |
 |
Topic:
|
DoN's
implementation of A123 Mr.
Easton's Presentation
(822 KB) |
September 2006
Speaker:
|
Mr. Eric
Stange,
[Bio]
President and Chief Executive Officer of
Accenture National Security Services LLC |
|
Topic:
|
Accenture's critical DoD business modernization engagements include: GFEBS, DEAMS, Air Force FIRST, BSM, and NSA Financial ERP. Eric shared his insights on critical success factors regarding these crucial
DoD business transformation initiatives.
Mr.
Stange's
Presentation
(1.4MB) |
August 2006
Speaker:
|
Mr. Al Runnels
[Bio]
Director, Standard and Compliance
Defense Finance and Accounting Service (DFAS)
[Website] |
 |
Topic:
|
DFAS Update
Mr.
Runnels' Presentation
(849KB) |
July 2006
Speaker:
|
Mr. David (Dave) Clifton
[Bio]
Director Marine Corps
Business Enterprise Office [Website] |
 |
Topic:
|
Balanced Resource Management
Mr.
Clifton's Presentation
(664KB) |
June 2006
Speaker:
Topic:
|
Honorable
Robert F. Hale, CDFM
[Bio]
Executive Director,
ASMC
What's New at ASMC |
 |
May 2006
Speaker:
Topic:
|
Mr. Charles
Calhoun
[Bio]
GFEBS Program
Director, ASA(FM&C)
General Fund Enterprise
Business System (GFEBS)
  |
 |
April 2006
Speaker:
Topic:
|
Robert P. McNamara
Director,
FIAR, OUSD (Comptroller/CFO)
Are you ready for an Audit? |
 |
February 2006
Speaker:
Topic:
|
 The Honorable Richard Greco, Jr.
[Bio]
Assistant Secretary of the Navy
[ASN(FM&C) Website]
Defense Finance |
January 2006
Speaker:
Topic:
|
 Rear Admiral Patrick M. Stillman
[Bio]
Program Executive Officer of the Integrated
Deepwater System
[IDS Website]
"A Marriage of Common
Interests--Performance, Affordability, and Accountability"
The
$24-billion/25-year Deepwater Program entails the progressive
modernization, conversion, and recapitalion of the Coast Guard's aging
legacy assets and systems. For an enterprise of Deepwater's scope and
complexity, sound business intelligence and system-of-systems thinking
are indispensable. Acquisition, program execution, and financial
management are woven together in this paradigm--with transaction cycles
and total-ownership-cost accountability providing the glue that binds. In this sense, the acquisition community, the chief financial officer,
and the operator form a marriage of common interests guided by
performance, affordability, and accountability.
|
November 2005
Speaker:
Topic:
|
Charles E. Cook III
[Bio]
Assistant Deputy Commandant for Programs and
Resources for financial matters
[P&R Web
site] and
the Director, Fiscal Division
[RF Web site]
“The Future of Marine
Corps Financial Management in the Shadows of 230 Years of Tradition”
Mr Cook's
presentation
1MB |
 |
October 2005
September 2005
August 2005
Speaker:
|
Mr. Jeffrey E. Giangiuli,
Vice President,
CALIBRE Systems,
Inc. |
Topic:
|
Leveraging financial
management tools and lessons learned, Mr. Giangiuli will address current
and previous Base Realignment and Closure (BRAC) issues facing the
Department of the Army, and how these efforts have led to new business
initiatives in the Army.
Mr. Giangiuli's
Presentation
85KB |
July 2005
Speaker:
|
 Mr. John C. McNamara,
Director,
Office of Financial Management,
Office of the Chief Financial Officer,
Department of Homeland Security
[Bio] |
 |
Topic:
|
Financial Management
Challenges in Starting a New Department |
|
June 2005
May 2005
April 2005
February 2005
January 2005
Speaker:
Topic:
|
Mr.
David Addison
[Bio]
Senior VP for Wealth Management,
BB&T Bank
Planning Your
Financial Future in Uncertain Times |
November 2004
October 2004
Speaker:
Topic:
|
Ms.
Jo Decker [
Bio ]
Assistant Chief of
Naval Personnel (ACNP) for Military Personnel,
Director of Financial Management
Rising
manpower costs in the Department of Defense and the Challenge of Total Force
Management.
Jo Decker's
presentation
195KB |
 |
September 2004
Speaker:
Topic:
|
Gwen
Sykes [
Bio ]
CFO, NASA
During Gwen Brown's
employment in DoD she was an active member of the
Washington Chapter and the OSD Assistant Secretary
from 1999(?) to 2002.
"Implementing
New Financial Management Systems: Challenges and
Opportunities"
Gwen Sykes' presentation
361KB |
 |
August 2004
Speaker:
Topic:
|
Mr.
Dan Porter, [
Bio ]
Senior Vice
President,
CACI Enterprise Solutions, Inc
He talked about his transformational and reform
experiences within the Department of Defense.
|
 |
July 2004
Speaker:
Topic:
|
Mr.
Darren Gomez,
[Bio]
Chief of Staff, Office of the Chief Financial
Officer, General Services Administration
Capitalizing on many years instituting change
throughout the Government, Mr. Gomez shared his
experiences, tools and techniques for managing change
– either at work or at home – in a positive and
fun manner.
Mr.
Gomez's Presentation
130KB |
|
June 2004
May 2004
Speaker:
Topic:
|
Brig.
Gen. Jan D. Eakle [Bio]
Deputy
Director, Defense Finance and Accounting Service
Transformation
Update
Contact Bryan Hubbard, Chief, Strategic
Communications, for copy of presentation
bryan.hubbard@dfas.mil
|
 |
April 2004
Speaker:
Topic:
|
VADM
Thad W. Allen [Bio]
Chief of
Staff, U. S. Coast Guard
Strategic Direction of the Coast Guard Since
9/11 and Its Impact on Planning, Budgeting, Financial
Management and Acquisition |
 |
February 2004
January 2004
Speaker:
|
LtCol
Kevin King,
Head
Contingency Cell
Program and Resources Department, USMC |
|
Topic:
|
"A
Marine Comptroller's experience in Kabul,
Afghanistan in support of raising and funding an
Afghanistan National Army" |
|
|
|
|
November 2003
October 2003
Speaker:
|
MG
Lynn Hartsell,
[Bio]
Director
of Army Budget
[ASA(FM&C)
website]
|
|
Topic:
|
FY03/FY04
SitRep |
September 2003
Speaker:
|
Mr.
Thomas Bloom,
[Bio]
Director,
Defense Finance and Accounting Service |
|
Topic:
|
DFAS'
Road to Transformation
[Mr.
Bloom's presentation]
(558KB)
|
August 2003
Speaker:
|
Mr.
Robert Horowitz, [Bio]
Chief Financial Officer, USCG |
|
Topic:
|
Coast
Guard's Transition to DHS from the CFO
perspective |
|
Summary
of Speaker's Comments
At the Chapter’s
August luncheon, Mr. Bob Horowitz, USCG CFO,
provided an educational and entertaining talk on “The
Coast Guard’s Transition to DHS from a CFO
Perspective.”
He presented a brief history of the
transition to show how rapidly events changed.
Background.
Initially, these events resulted in changes to major
financial system development decisions.
In the years 1998 – 2002, the CG was in the
process of obtaining its own accounting system, CG
Oracle Financials (CGOF).
However, during this time, DOT continued to
lobby the CG to join its new DOT Oracle financial
system, DELPHI.
On 5 June 2002, the decision was made to move
the CG to DELPHI.
On 6 June 2002, President Bush made his
announcement to establish DHS.
Because this put the move to DELPHI on hold,
the CG went back to developing CGOF.
On 30 July 2002, OMB directed that work on
all IT projects over $500K for DHS agencies must get
their approval.
Development on CGOF was again at risk of
being suspended.
However, the CG was able to obtain approval
to continue work on CGOF.
This shows the extremely fast paced and often
chaotic nature of events.
Mr. Horowitz, wearing his DOT hat, likened
the transition to the stages of life.
Prenatal Stage.
In the early or prenatal days from June 2002
to November 2002, Mr. Horowitz joined the CFOs of
other bureaus slated to become part of DHS in a
working group whose goal was to serve a proactive
role in establishing the new department.
The task of joining together 21 separate
financial systems is a real challenge.
Infant Stage.
The infant stage began on 25 November 2002
when President Bush signed the legislation
establishing DHS.
Ms. Janet Hale was named Under Secretary for
Management soon thereafter.
A transition planning office was established
and staffed by detailees from agencies, including
the Coast Guard.
By January 2003, the informal CFO group had
expanded to over 50 people.
Secretary Ridge was sworn in on 24 January
2003. At
this point, Mr. Horowitz doffed his DHS hat.
The DHS CFO was appointed in late January
2003 and focused on preparing a departmental budget. Coast Guard procurement personnel helped
the new Secretary buy pens, pencils, computers, etc.
Toddler Stage.
The toddler phase began on 1 March 2003 when
most bureaus transferred from their parent
departments to DHS.
The CG provided finance, accounting and
operational contracting support to the Office of the
Secretary and is working with TSA to support them.
Through all of this, the CG Finance Center
successfully implemented the Coast Guard’s new
core accounting system, Coast Guard Oracle
Financials (CGOF), in June 2003, closed old Treasury
budget accounts and transferred balances to new DHS
accounts while undergoing the annual financial
statement audit with a new audit firm.
The transition is
still not over. It continues with the need for
flexibility to deal with additional changes.
Lessons Learned.
Several lessons learned have been identified
from the transition. The
four elements for successful major transitions are
personnel, preparation, intact nature of the
transition, and an active role by senior management
in the transition. The CG financial and procurement
communities met all of these.
Dedicated people, commitment to preparation,
and early engagement in the transition process paid
many dividends.
We learned that good, dedicated people get
the job done even in a chaotic environment.
The CG finance and procurement communities
have a real sense of accomplishment in helping to
establish the new department.
|
July 2003
Speaker:
|
Mr.
Rob Fitzgerald, [Bio]
Executive
Director, Defense Programs
Northrop
Grumman IT, DES |
|
Topic:
|
The
"Real-Time" Enterprise: Building Strategic
Agility in Government |
June, 2003
Topic:
|
Installation
of 2003-04 Chapter Officers |
May, 2003
Speaker:
|
Brigadier
General Jay Paxton, [Bio]
U.S. Marine Corps
Director, Programs Division
Program and Resources Department,
Headquarters, USMC
[Web
Site]
|
 |
Topic:
|
“Supporting
the Warfighter” |
|
Student
Scholarship Presentations
 |
Link
to Photo Album |
April 24, 2003
Corporate Breakfast
SPEAKER: The
Honorable Mr. Michael Montelongo [Bio]
Assistant Secretary of the Air Force for Financial
Management and Comptroller [Website]
|
 |
ASMC UPDATE: LTG
James E. McCall, U S Army (Ret.),
ASMC Executive Director
|
SPONSOR: CALIBRE
SYSTEMS, INC.
Host: Bank of America
|
April 2003
Speaker:
|
Maj
Gen Leroy Barnidge Jr
[Bio]
Director,
Legislative Liaison
Office of the Secretary of the Air Force
[Web
Site] |
|
Topic:
|
Legislative
Affairs |
February 2003
Speaker:
|
MG
(Ret) CLAIR F. GILL
[Bio]
Chief of Staff and
Resources/Planning Director for the Office of
Facilities Engineering and Operations (OFEO),
Smithsonian
Institution |
|
Topic:
|
Challenges
& Lessons in Transforming the Smithsonian’s
Resource Management Process in Facilities and
Engineering & Operations
|
[Presentation] |
January 2003
Speaker:
|
Steve
Worton
[Bio]
Director,
Business Modernization and Systems Integration
Office of
Undersecretary of Defense (Comptroller)
[Web
Site]
|
|
Topic:
An Update on the Financial Management
Modernization Program
[Presentation]
288KB file
|
November 2002
Speaker:
|
Ms
Karen C. Alderman
[Bio]
Executive
Director, Joint Financial Management Improvement
Program (JFMIP)
[Web
Site] |
 |
Topic:
"Joint Financial Management Improvement
Program Update"
[Presentation]
1MB file
|
October
24, 2002
Corporate Breakfast
Mr. Lawrence J.
Lanzillotta,
Principal Deputy and Deputy Under Secretary
of Defense for Management Reform
FM
Transformation/New Architecture
[Presentation]
[Link
to FMEA Products] |
[Bio] |
LTG James E. McCall, U S Army (Ret.),
ASMC Executive Director
ASMC
Update
|
|
Breakfast
Sponsor and Host: 
|
|
October 2002
Speaker:
|
Ms.
Ariane Whittemore
Assistant
Deputy Chief of Naval Operations (Fleet Readiness
and Logistics)
[Web
Site] |
 |
Topic:
The Value of a Career in Financial Management
|
September 2002
Speaker:
|
JoAnn
Boutelle [Bio]
Deputy Chief
Financial Officer
Office of the UnderSecretary (Comptroller)
[Website] |
 |
August 2002
Speaker:
|
Ernest J.
Gregory [Bio]
Principal Deputy to
the Assistant Secretary of the Army
(Financial Management and Comptroller)
[Website] |
 |
Topic: Financial
Management Modernization Program
|
July 2002
Speaker:
|
Hon. Michael
Montelongo [Bio]
Assistant Secretary
of the Air Force
for Financial Management and Comptroller
[Website] |
|
June 2002
Welcome
"new" Corporate Members, and present
Corporate Plaques
Outgoing President’s
Remarks
Installation of New
Executive Board
Incoming President’s
Address
Ms. Audrey Y. Davis,
2002-2003 Chapter President
|
 |
May 2002
April 2002
Speaker:
|
Colonel
Larry Schaefer, USAF
Program
Director, PMO-DTS |
|
Topic:
|
Defense
Travel System
[Web
Site]
The Defense Travel System promises to streamline
everything involved in taking a business trip, from
the number of approval signatures required to the
process of auditing and processing vouchers. It will
also enable employees to request authorization to
travel, make arrangements and submit claims from
their desktop computers.
The paperless system was
conceived in 1994. The initial launch was set for
December 2000, but has been delayed several times.
 [DTS
Presentation]
MSPowerpoint
1.4MB
|
February 2002
Speaker:
|
Steven
Titunik, Communications
Director, VDOT Springfield Interchange Project
Larry
Cloyed, Senior Project Manager in
charge of construction oversight of the Springfield
Interchange Improvement Project. |
[Speakers
Bio]
|
Topic: Springfield
Interchange Improvement Project [Web
site]
|
January 2002
November 2001
Speaker:
|
Mr.
Ron Speer,
[Bio]
Auditor General, US Air Force |
 |
Topic:
The
Internal Auditors’ Role in Financial Reform
|
October 2001
September 2001
Speaker:
|
LCDR
Waddell
U. S. Navy Chaplain Corp
SPRINT Team
|
|
Topic: Attack
on the Pentagon: dealing with emotions
|
|
|
August 2001
Speaker:
|
Charles
J. Maloney, Jr.
Executive Director, Financial
Management Division,
|
[Bio] |
Topic: Training
Organizations for Successful Transformation
|
|
|
July 2001
|
