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Corporate Partner Advisory Group (CPAG) All Hands Meeting

Corporate Partner Advisory Group (CPAG) All Hands Meeting. July 23, 2019. Agenda. Welcome and Introductions Special Recognition Guest Speaker The Year in Review and Looking Ahead Committee and Working Group Reports CPAG Calendar AGA Update. Welcome and Introductions.

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Corporate Partner Advisory Group (CPAG) All Hands Meeting

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  1. Corporate Partner Advisory Group (CPAG) All Hands Meeting July 23, 2019

  2. Agenda • Welcome and Introductions • Special Recognition • Guest Speaker • The Year in Review and Looking Ahead • Committee and Working Group Reports • CPAG Calendar • AGA Update

  3. Welcome and Introductions • Kevin Greer, CGFM, CPA, CDFM, PMP - CPAG Chair and Vice President, CGI Federal • Dave Fitz, CGFM, CPA, PMP – CPAG Vice Chair and Partner, KPMG LLP • Ann Ebberts, MS, PMP, CEO – AGA • Susan Fritzlen, COO - AGA

  4. Special Recognition Carlos Otal, CPA In Recognition of Your Highly Distinguished Leadership as Chair of the Corporate Partner Advisory Group July 2016 - June 2019

  5. The CPAG mission… … is to bring industry and government executives together to exchange information, support professional development, improve communications and understanding, solve issues and build partnership and trust, thereby enhancing AGA's focus on advancing government accountability.

  6. Professional Level Members Join Us! Accenture Automation Anywhere Bank of America Merrill Lynch BNY Mellon Booz Allen Hamilton CACI Capgemini CGI Federal CliftonLarsonAllen LLP CohnReznick Deloitte EY Federal Management Systems Inc FI Consulting First Data Graduate School USA Grant Thornton LLP Guidehouse Infor JP Morgan Kearney & Company KPMG LLP Management Concepts ManTech MasterCard MetTel MorganFranklin Consulting Oracle PNC Bank N.A. RMA Associates LLC RSM US LLP SAP TeraThink VISA Williams Adley & Co LLP

  7. Sustaining Level Members Join Us! 11th Hour Service 2ndWave LLC Allmond and Company AOC Solutions Apptio Becker Professional Education Castro & Company CBeyonData Creoal Consulting Crowe Deva & Associates Digital Systems Group DP George & Company ElitebCo LLC Empirical Concepts H.J. Steininger PLLC Harper, Rains, Knight & Co i360technologies IFAS Immersion Consulting Intelipath Group Joachim Group CPAs Long & Associates Lynch Consultants Macro Solutions MIL Corporation MLINQS Potomac Forum Ltd RM Advisory Services LLC Savantage Software AG Government Solutions Starry Associates Tableau Software The Craddock Group TCG Inc TFC Consulting Trilogy Federal LLC Tuba Group Vanguard Advisors LLC Verdi Consulting Watkins Government Services Workiva

  8. Guest Speaker Dave Lebryk, MPA Fiscal Assistant Secretary U.S. Department of the Treasury

  9. Committee Leadership Accounting & Auditing • Chair: Eric Rasmussen – KPMG LLP • VC: Steve Watson – TFC Consulting Financial Systems & Technology • Outgoing Chair: Kevin Greer – CGI • Incoming Chair: Todd Barber – TeraThink • YP Chair: Alex Ng - CohnReznick • VC: Angela Rey – Trilogy Federal Performance Management • Chair: Robert Shea – Grant Thornton LLP • VC: Mary Goldsmith – RSM US LLP Small Business • Chair: Reza Mahbod – RMA Associates • VC: Thomas Castro – Castro & Company

  10. Working Group Leadership Defense • Co-Chair: Deb Delmar – Vanguard Advisors • Co-Chair: Dave Zavada – Kearney & Company

  11. Recent Accomplishments National Grant and Cooperative Agreement Recipient Uniform Guidance Implementation Survey – released May 2019 2019 ERM Workshop with AFERM Looking Ahead Supporting August AGA/CFOC/CIGIE Forum, Impacts of Emerging Technologies on the Workforce Release Summary Report from the ERM Workshop Coordinating meeting with OMB to discuss findings and conclusions from Grants Survey August in-person planning meeting to brainstorm new project ideas! Accounting & Auditing Committee Report

  12. Recent Accomplishments • Focusing our efforts around facilitating discussions between DoD and civilian agencies • Focus areas: Audit, Financial Improvement and Technology • First Step:  Planned a successful PDT session yesterday, Leading Financial Management Improvement • Looking Ahead • Multiple topics that could be basis for an AGA-facilitated Forum or Series of Forums in the future • Additional interest/inquiries yesterday Defense Working Group Report

  13. Recent Accomplishments 2019 Financial Systems Summit 2019 CFO/CIO Summit Technology Topic speakers on monthly calls PDT19 Tech Tuesday – NEW! Hands-on RPA Workshop Looking Ahead Supporting August AGA/CFOC/CIGIE Forum, Impacts of Emerging Technologies on the Workforce August in-person planning meeting to brainstorm new project ideas! Shared Services Summit – November 14, 2019 Financial Systems Summit – January 9, 2020 Financial Systems & Technology Cmte Report

  14. Financial Systems & Technology Cmte Report

  15. Recent Accomplishments 2019 PIO-CFO Summit Featuring senior Congressional, OMB, Defense, and other agency officials Approximately 200+ feds registered Looking Ahead Release Summary Report from the PIO-CFO Summit August in-person planning meeting to brainstorm new project ideas! Monitor progress enacting Evidence Act 2020 PIO-CFO Summit Performance Management Committee Report

  16. Recent Accomplishments Seminar on Ensuring Effective Quality Management on the A-123 Program – published event summary in AGA’s spring Journal Representative on the PDT Planning Committee 7 organizations have teamed to co-sponsor a PDT lunch Looking Ahead Hold another seminar in the fall Support AGA chapters in event programming Small Business Committee Report

  17. All CPAG are welcome to join! At the May CPAG meeting we stressed the need for more women and young professionals to get involved. Reach to others in your organization and invite/encourage their involvement too! • Benefits of Committee Involvement • Access to and opportunities to network with senior government executives on issues that matter to you and your organization (solidify current relationships and get new clients!) • Work alongside potential teaming partners (CPAG includes 77 organizations!) • Get recognized throughout the community for your contributions (your name/organization gets out there!) • Put your expertise to work and broaden your current skill set (showcase your capabilities!) • Get more exposure for you and your organization (see and be seen!) • Learn what others are doing (get the scoop) – share information and best practices with each other and your clients CPAG Committees - Looking Ahead

  18. Opportunities to do things you may have never done! • Committee Projects Can Include • Developing/writing white papers, surveys and research studies (you’ll get published!) • Conducting forums and webinars by developing content, securing speakers, moderating – interacting with government executives and speaking! • Identifying topics and speakers to deliver presentations at AGA events (agenda input/securing speakers/moderating sessions – again, interacting with government executives and speaking) • Participating in forums at the request of government agencies/executives • Responding to RFIs where AGA, consolidating your input, can serve as a neutral voice with no conflicts of interest • Time Commitment? • Most ‘legwork’ for projects is accomplished via conference calls and email. Committees meet monthly via the phone. • Give a little or give a lot. You will get back so much more than you put in. CPAG Committees - Looking Ahead

  19. CPAG Calendar • 2018-19 Monthly Dinners • Tim Soltis – Deputy Controller of the U.S. • James Williams – CFO – Dept of Labor • Gerard Baddorek – CFO – GSA • Peggy Sherry – DCFO – OCC • Jon Rychalski – CFO – Dept of VA • Mary Peterman - Deputy Chief, Fin\Procurement – Admn Ofc US Courts • Jay Hoffman – CFO – CPSC • Lynn Moaney – DCFO – USDA • Doug Glenn - ADCFO, OSDC - DoD • 2019-20 Monthly Dinners • John Whitley - Assistant Secretary of the Army (FM and Comptroller) • Tom Harker - Assistant Secretary of the Navy (FM and Comptroller) • Your Recommendations Here! • Sept – June (no January dinner) • 6-8:30pm – 1st Tuesday of the month • Networking time before Q&A starts Invite a guest and moderate the dinner!

  20. 2020 TBD ERM Workshop 2020 TBD CFO-CIO Summit 2020 TBD PIO-CFO Summit May 27, 2020 CEAR Awards Dinner July 19-22, 2020 PDT Dallas CPAG Calendar August 2019 In person committee planning meetings September 18-19, 2019 Internal Control & Fraud Prevention Training November 14, 2019 Shared Services Summit January 9, 2020 Financial Systems Summit February 12-13, 2020 National Leadership Training/Red Carpet Reception

  21. AGA Update Ann Ebberts, MS, PMP AGA Chief Executive Officer

  22. Stay Connected 703.684.6931 LINK with AGA sfritzlen@agacgfm.org @AGACGFM

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