Workshop Description

[[ ** Service Oriented Architecture (SOA) – The Hype, the Truth, the Role in Government Information and Technology Management ** ]] [[ The information management world is in the midst of a major change in its approach to development, implementation and management of application delivery. All key players in the marketplace have or have begun to transition their products to a world where web services provide many if not all of the functions of a traditional system. Business process engines and portals are taking on the structural role of legacy systems in determining order and selection of the use of services. ]] [[ However many questions remain for those who must implement these products and services in what is often a large portfolio of existing legacy systems within varied governance approaches to the enterprise. Questions exist such as: ]]

* What is a SOA? * When is any agency ready for a SOA? * When does a services approach payoff and how? * Who pays for a new shared service and how do they pay for it? * How does an agency transition to SOA * How do we manage security and testing in a services based architecture? * What are the lesson learned in developing and implementing an SOA? * What are best practices in developing and implementing an SOA?

What You Will Learn

* Gain a practical understanding of SOA * Understand the benefits and key criteria in conversion to a service approach * Understand the roles of a service bus, portal and “pure” web services as avenues to successful SOA implementation * Gain insight into the practical approaches to introduction of a services approach * Understand key security considerations and how to implement successfully * Understand key governance aspects for a successful transition to SOA and how they relate to more traditional stovepipe governance approaches * Separate hype and fact in the consideration of a services approach * Obtain options for successful management of a mixed environment of services based and traditional stovepipe systems in an enterprise

Who Should Attend

* CIOs, Deputy CIOs, CTOs, Deputy CTOs and staff interested in elimination of redundancies in systems, enhanced speed of deployment of new functions, enterprise management of applications and support and planning for the future architecture of Federal Agencies. * Architects and Planners in Information Management disciplines who need to understand SOA and the practical aspects of service usage * Portfolio, Investment, and Architecture Managers who are responsible for planning and management of program and enterprise application functions, * Program Managers who are Participants in IM/IT Governance of Investment, Portfolio, and Architecture Committees and Boards in Federal Agencies * Agency IT Oversight Staff who wish to understand the changes in budget, security and management of service oriented enterprises (i.e. those who have adopted a services approach for the enterprise) * Congressional Staff with IT Oversight/Budget Related Duties who wish to understand the changes in budget, security and management of service oriented enterprises (i.e. those who have adopted a services approach for the enterprise) * IT Managers and Staff who must manage in a increasingly services oriented world and who wish to understand the implications to a services approach, * IGs and their IT Audit Staff who wish to understand the changes in budget, security and management of service oriented enterprises (i.e. those who have adopted a services approach for the enterprise) * Procurement Staff responsible for IT Contracting who need to understand the inherent differences in procurement of services and the need for accelerated use of service level agreements in SOA context, COI implications, and other changes.

Why You Should Attend

* The mission of government is ever more interdependent. Many functions can only be fully successful if data and functions can be shared among federal agencies, with state and local government and often with industry and academia on a timely basis. A web services approach is viewed in industry as the architecture for success in such conditions * SOA is all the rage – understanding it and its potential and its hype is critical to all IM/IT related managers and staff * Government funding is tight and getting tighter – reducing the cost of maintenance of the existing legacy systems and faster cheaper introduction of new required functions is critical to meeting mission needs. A services approach offers substantial potential help. * Your boss is reading and hearing about SOA and its wonderful solutions to everything – you must have the facts to help them accurately use this new tool in the toolkit. * Governance is a key focus of many oversight bodies – a services approach has substantial implications for governance approaches and therefore must be planned with this in mind in cooperation between programs, enterprises, and the oversight entities. * Network of like minded people struggling with similar challenges can bring great value to participants for future collaboration and discussion.

Workshop Format

* Lectures, classroom exercises, and invited panelists

Agenda

[[ ** Day One: ** ]]

7:30 AM	[[ ** Registration & Continental Breakfast ** ]]
8:30	[[ ** Welcome Remarks ** // Art Chantker - President, Potomac Forum, Ltd. // ]]
8:45	[[ ** Keynote Speaker: The Interrelated Mission Challenge ** // Mark Forman, KPMG // The government mission is more interdependent between agencies, Government levels and the public, private, and non-profit sectors. How will we meet this challenge and can a services approach assist? ]]
9:40	[[ ** Break ** ]]
10:00	[[ ** Defining SOA: What is it and what are its Potential Benefits? ** Speaker: // Danny Proko, Chief Technical Architect at MBI // ]]
11:30	[[ ** Hosted Luncheon ** ]]
1:00	[[ ** Critical Considerations in SOA Management – A Case Study of Actual Implementation ** // Michael Burnett, Director of Development, Vangent // ]]
2:15	[[ ** Break ** ]]
2:30	[[ ** Security in a SOA World ** // Kevin Smith, Author of "The Semantic Web" (Wiley, 2003) // ]]
3:30	[[ ** Government Agencies and SOA (Workgroups Breakout) ** Facilitator: // Chip Block of MBI // Attendees Participation. Identify and Summarize the Key Impediments to SOA in Government, Mitigating Strategies You See or Need. Report Back to Group at 4:10 ]]
4:30	[[ ** Individual Consultation Period ** // An opportunity to discuss your specific issues with the instructors // ]]
5:00	[[ ** Workshop Adjourns ** ]]

[[ ** Day Two: ** ]]

7:30 AM	[[ ** Registration and Continental Breakfast ** ]]
8:30	[[ ** Welcome and Logistics for Day ** // Art Chantker, Potomac Forum // ]]
8:45	[[ ** How to Avoid Common Mistakes in Implementing SOA: ** // Mark Day, CTO, MBI // ]]
9:45	[[ ** Break ** ]]
10:00	[[ ** Baseline to Target Services Based Architecture: ** // Mark Day, MBI CTO // A practical approach to managing the introduction of a services approach within a existing baseline of legacy stovepipe systems. ]]
11:30	[[ ** Hosted Luncheon ** ]]
1:00	[[ ** Oversight and Governance Considerations: ** Panel, Moderator: // Debra Stouffer MBI VP // // - Norman Lorentz, Chief Strategist, Pearson Government Solutions // // - Kim Nelson, Executive Director for eGovernment, Microsoft Corporation // // - Randy Hite, GAO // ]]
2:30	[[ ** Break ** ]]
2:45	[[ ** Breakout Session – Actions for Future Success ** Facilitator: // Chip Block of MBI // Workshop Participants in Groups ]]
4:00	[[ ** Wrap-up Q&A Discussion of Ideas Generated and Questions Raised ** ]]
5:00	[[ ** Workshop Concludes ** ]]

[[ Agenda subject to change ]]

Keynote Speaker

[[ ** Hon. Mark A. Forman ** // Partner, Advisory Services, KPMG LLP // ]] [[ Mr. Forman leads two major business elements of KPMG LLP’s Federal Advisory Services Practice. He leads KPMG’s Information Technology Advisory Services within the Federal Prac-tice, focusing on IT governance, program management, sourcing, privacy, and security. He also leads KPMG’s Advisory Services work for all Civilian agencies of the Federal Government, in-cluding support for the Financial Management Line of Business and other major business trans-formation initiatives. KPMG’s Advisory Services practice brings global leading practices know-ledge to help clients improve performance and manage risk by providing informed, effective responses. ]] [[ Prior to joining KPMG, Mr. Forman was a co-founder and Executive Vice President at Cassatt Corporation of San Jose, California. Cassatt provides enterprise software and services to help clients automate information technology operations and provide on-demand computing. ]] [[ From June 2001 through August 2003, Mr. Forman was appointed by President George W. Bush to be the Administrator E-Government and Information Technology. From his position at the White House’s Office of Management and Budget, Mr. Forman managed over $58 billion of federal IT investments, led the President’s effort to create a more productive, citizen-centric government, and was responsible for the development and implementation of IT policies, includ-ing security and privacy. He established and drove the federal government’s IT investment deci-sion-making process and Federal Enterprise Architecture, ensuring alignment of IT spending with the country’s most pressing needs. His definition and deployment of a rigorous cybersecurity improvement process raised IT security from less than 20% to about 80% in two years. Mr. Forman also successfully led several thousand IT workers in 30 cross-agency teams to im-plement E-Government and e-Business initiatives, such as: ]]

* Simplifying the Firstgov.gov portal using a "three-clicks to service" model that led to Yahoo's recognizing Firstgov.gov as one of the 50 most incredibly useful websites and a top-five rating from Nielson. Usage grew from about 400,000 to more than five million citizens per month. * Creation of the first IRS free filing website, using a unique private-public partnership that enabled more than 60% of citizens to file electronically at no charge; used by 2.7 million people in 2003. * Regulations.gov, the world's first government sponsored e-democracy initiative that allows citizens to go to a single website easily find, read and comment on proposed regulations; this saved nearly eight million dollars over the current fragmented approach. * Consolidation of Federal payroll processing centers, saving over $1 billion; * Restructuring federal professional development through the Golearn.gov website, which has trained over 100,000 thousand federal employees at pennies per course * Creation of six Line of Business consolidation initiatives, including Financial Management and Case Management.

[[ Mr. Forman also has held corporate management positions. As a vice president for E-business at Unisys Global industries (11/2000-6/2001), he was responsible for revamping the global pub-lic–sector offerings. As a global principal at IBM Global Services, he helped government clients to leverage e-business to achieve order-of-magnitude performance gains (3/1997-11/2000). ]] [[ From 1990 until 1997, he was a senior professional staff member for the U.S. Senate Govern-ment Affairs Committee where he played a pivotal role in drafting and enacting major manage-ment reform laws. These included the Federal Acquisition Streamlining Act, the Information Technology Management Reform Act, and the Paperwork Reduction Act. ]] [[ From 1983 to 1990, he was employed by the U.S. General Accounting Office for audits and stu-dies of the Department of Defense and by The Analytic Sciences Corporation, Inc. and Defense Group, Inc. as manager of the Applied Operations Research Section. ]] [[ He earned a bachelor’s degree in economics at the Ohio State University and a master’s degree from the Harris Graduate School of Public Policy Studies at the University of Chicago. He is a Principal and CIO SAGE at the Council for Excellence in Government, senior fellow of the John C. Stennis Institute for Public Service, and Fellow of the National Academy of Public Administra-tion. He is a 2006 inductee to the Government Computer News Hall of Fame and a 2002 winner of the prestigious Eagle Award. Mr. Forman has given well over 100 speeches on government reform and management, as well as testifying before the U.S. Congress and State of California Legislature. ]]

Special Guest Speakers

[[ ** Randolph (Randy) C. Hite ** ]] [[ Mr. Hite is the Director of Information Technology Architecture and Systems Issues at the U.S. Government Accountability Office (GAO), where he is responsible for GAO’s work on IT issues across the government concerning architecture and systems acquisition, development, operations, and maintenance, as well as GAO’s IT work at DOD, DHS, Treasury, State, and Justice. During his 28-year career with GAO, he has directed reviews of major federal IT investments, such as IRS’ business systems modernization, FAA’s air traffic control modernization, NWS’s weather systems modernization, DHS’s border security modernization programs (e.g., ACE and US-VISIT), DOD’s business systems modernization, as well as other system areas, such as electronic voting systems. He has also directed GAO’s research and publication of enterprise architecture best practices, and its evaluations of federal agencies’ development and use of enterprise architectures, and their systems development and acquisition and IT services outsourcing efforts. Mr. Hite is a principal author of several information technology management guides, such as GAO’s guide on system testing, the federal CIO Counsel guide on enterprise architectures, and GAO’s enterprise architecture management maturity framework. He frequently testifies before Congress on these and other topics. ]] [[ Mr. Hite has a degree in business administration, with a concentration in accounting and information systems, from James Madison University, and he has completed graduate work in information systems at George Washington University and received software engineering training from Carnegie Mellon University's Software Engineering Institute. He is also a graduate of the Federal Executive Institute, Harvard University’s JFK School of Government Program on Leadership and Performance, and Syracuse University’s Maxwell School Program on National Security Studies. Mr. Hite has received many awards throughout his career, including GAO's Meritorious Service Award, Distinguished Service Award, and Congressional Client Service Award. He has also received various government-wide awards, such as the Federal Computer Week Federal 100 Award, the Secure E-Government Thought Leadership Award, and the e-Gov Institute Excellence in Enterprise Architecture Award. ]] [[ ** Tarrazzia Martin ** ]] [[ Tarrazzia Martin, serves with the Director of National Intelligence (DNI) CIO organization. Ms Martin is leading the creation of a Strategic IT Portfolio Management process and programs for the Intelligence Community (IC) which encompasses business process, policy and technology components. Ms Martin is also involved in creating information sharing solutions and capabilities for improving information sharing and enabling the goals and objectives of strategic drivers such as the National Intelligence Strategy (NIS), the 9-11 Commission Report recommendations, and the Program Manager Information Sharing Environment (PMISE) Implementation Plan for the Intelligence Community (IC). ]] [[ Ms. Martin served at the U. S. Department of Homeland Security (DHS) as the Chief Information Officer (CIO) of the United States Citizenship and Immigration Service (USCIS), a component of DHS. In this role, Ms. Martin had responsibility for the creation of the USCIS Office of the CIO (OCIO). She successfully consolidated non-integrated IT functions, budgets, portfolios, and staff spread throughout multiple program offices into a business-aligned organization and governance structure. She initiated and incrementally deployed a multi-year, multi-million dollar IT Transformation Program. The program addressed business process, policy and technology components to transform the way USCIS performed its mission functions. ]] [[ Ms. Martin also supported the DHS CIO as the Deputy Director for Infrastructure Operations. She established a standard and repeatable method for standing up the infrastructure to consolidate and align 22 disparate organizations at the headquarters level. She focused on infrastructure operations such as Local Area Network (LAN) and Wide Area Network (WAN), Data Center integration and deployment of voice, video and data desktop capabilities for new employees ]] [[ Ms. Martin served as a leader in the General Services Administration's (GSA) Office of Government Wide Policy Organization for the FirstGov.Gov portal shared services program in support of OMB's e-Gov initiatives. Ms Martin served as Deputy Director for the worldwide U.S. Treasury's Voice/Data/VideoTelecommunications Services networks and web services programs ]] [[ Ms. Martin began her career at the Internal Revenue Service (IRS), as part of the Office of the CIO under the IRS Tax Systems Modernization (TSM) program, where she served as the Program Manager responsible for the IRS administrative and management information systems solutions and their respective business outcomes. ]] [[ Ms Martin is an inspiring leader principally focused on the human elements of success in any endeavor she embarks upon. She is a compassionate leader that inspires change and thought leadership in the discipline of IT and in all areas and aspects of her career. She is a mother of two beautiful daughters and lives in Virginia. ]] [[ ** Kimberly Nelson ** ]] [[ Kimberly Nelson joined Microsoft Corporation in January, 2006 as Executive Director for eGovernment. In her newly created position, Ms. Nelson is helping develop Microsoft's e-government strategy. She is working with government CIOs and other leaders to establish long-term strategies for more efficient and cost-effective online services. Her role also includes extensive collaboration with Microsoft's vast partner ecosystem, working to drive solutions that will ensure the predictable delivery of improved online services while helping to reduce the cost, risk and deployment time associated with sophisticated e-government systems. ]] [[ Prior to joining Microsoft, Ms. Nelson spent 26 years in the public sector – 22 with the Commonwealth of Pennsylvania and four with the United States Environmental Protection Agency, where she served as the Assistant Administrator for Environmental Information and Chief Information Officer. ]] [[ Ms. Nelson was instrumental in expanding the Chief Information Officer’s role within the Environmental Protection Agency and oversaw the creation and implementation of several major initiatives including the National Environmental Information Exchange Network and EPA’s portal on that Network, the Central Data Exchange; the use of indicators to measure performance; and the implementation of the Agency’s enterprise architecture. She also served on the Federal CIO Council Executive Committee and as co-chair of the CIO Council’s Architecture and Infrastructure Committee. ]] [[ During her state career, Ms Nelson worked in a number of staff positions in the Senate of Pennsylvania, the Public Utility Commission, and the Departments of Aging and Environmental Protection. ]] [[ She was the first to hold the position of Chief Information Officer, in the Department of Environmental Protection and later served as Executive Deputy Secretary, the second highest position in the department. ]] [[ Ms. Nelson graduated from Shippensburg University in 1978 with a Bachelor of Science in Secondary Education, Political Science, and from the University of Pennsylvania in 1987 with a Master of Public Administration. ]] [[ She is married to Kevin Cadden and has two daughters – Kelsey, age sixteen, and Mackenzie, age fourteen. ]] [[ ** Norman E. Lorentz, Chief Strategist ** ]] [[ Norm Lorentz was appointed Chief Strategist for Pearson Government Solutions (Pearson) in June of 2006. His role is to develop strategies and actions to more effectively align and connect the value proposition and solutions of Pearson with the current and future mission improvement needs of the government. Norm brings more than thirty years of commercial and Federal IT management experience to Pearson, and is known for his ability to implement organizational change, linking technology, management issues, and mission into a unified goal. ]] [[ Norm previously served as the Senior Vice President and Chief Technology Officer for Pearson Blueprint Technologies. In addition to managing business operations and setting technical direction, Norm also led the effort to enhance the company’s Enterprise Modernization process while building the scalable framework to support Blueprint’s continual and rapid growth by inciting a constant drive towards innovation, customer satisfaction, and corporate integrity. ]] [[ In 2002, Norm was appointed by the President of the United States to become the first Chief Technology Officer (CTO) for the U.S. Federal government at the Office of Management and Budget. As CTO, Norm oversaw efforts to establish the Federal Enterprise Architecture and is considered a visionary and thought-leader within the IT industry, having helped to bring the importance of Enterprise Architecture in investment planning and government IT to the forefront. ]] [[ Most recently, Norm worked as the CEO of Federal Solutions Group (FSG), where he helped identify the correct federal channels for emerging technology solutions. Prior to his time with FSG, Norm was Senior Vice President at DigitalNet (acquired by BAE Systems Information Technology). As Senior Vice President, he had operational responsibility for $60 million of products and services sold to the Department of Homeland Security, Department of Treasury, State Department, as well as state and local governments including the Metropolitan Washington Airport Authority. In addition, Norm spent six years at the U.S. Postal Service where he held several positions including Senior Vice President, CTO and Chief Quality Officer. He also served as a member of the Board of Directors for Software Productivity Consortium. ]] [[ Norm holds an Executive M.B.A. from Arizona State University, with honors, and a B.S. in Technical Management from Regis University. ]]

Instructors

[[ ** Debra Stouffer ** ]] [[ Debra Stouffer, Senior Vice President of McDonald Bradley Inc.'s Civilian Solutions Group, is responsible for the firm's Civilian, Homeland Security and Law Enforcement government clients. Her responsibilities include business development, profit and loss management, strategic planning, staffing, client relations, quality assurance, technical direction, and group operations. In her role at McDonald Bradley, Ms. Stouffer is directly accountable for her business unit's financial, contractual and operational results. She oversees corporate technical initiatives including the Enterprise Management & Governance Core Competency. ]] [[ Ms. Stouffer, a 30-year IT veteran in the public and private sector, is a recognized "thought leader" with a solid record of achievement in leading large-scale, enterprise-wide IT programs. She is well recognized in the area of business performance improvement by both industry and government executives. Prior to joining McDonald Bradley, she held private sector positions as Senior Vice President at Digital Management and Vice President at BAE Systems Information Technology. As a senior government executive, Ms. Stouffer served as the Chief Technology Officer at the Environmental Protection Agency and as the Deputy Chief Information Officer at the Department of Housing and Urban Development. Ms. Stouffer was an active board member of the federal Chief Information Officers Council and was a key contributor to Office of Management and Budget IT initiatives, especially the establishment of the Federal Enterprise Architecture. ]] [[ ** Mark Day ** ]] [[ As Chief Technology Officer of McDonald Bradley, Mr. Day is responsible for creating and implementing the company's technical strategy across all business units, ensuring alignment with federal IT plans and policy. ]] [[ Mr. Day has more than 27 years' experience in managing large, highly complex organizations at both the Federal and State Government levels. He has worked with the highest level political and career appointees internally within the government, and externally with Congress, OMB, state and international governments and industry. For example Mr. Day lead a large multi-agency community in development of the Infrastructure Optimization Initiative of the Federal government while at OMB in 2006. ]] [[ Prior to joining the Company, Mr. Day was a Senior Executive serving as the CTO of the EPA since 1999, where he was in charge of the agency's $180+million "Fee for Services" IT program. During his tenure, he created and managed the overall IT infrastructure and cyber-security program for the agency and oversaw development of all IT policy, business and operational plans. Mr. Day also served as the Deputy CIO, and as Director of Technology Operations and Planning. Prior to this he served as Acting Director of the Office of Information Resources Management at EPA and director of planning. Before joining EPA, he held the position of Chief Information Officer at the Missouri Department of Natural Resources, Division of Environmental Quality, for several years. ]] [[ He is currently an adjunct professor of Information Management in the Masters Public Administration Program at George Mason University. He is a board member of the Association For Federal Information Resources Management (AFFIRM) and a former member of the Information Technology Review Board (ITRB), where he provided peer reviews of major system initiatives at various agencies at the request of OMB. ]] [[ Mr. Day has a BA in History and Political Science from Southwest Baptist University in Missouri, holds certificates in GIS technology and has several publications to his credit. Mr. Day is the winner of numerous awards including two Federal 100 awards. ]]

Registration Information

[[ ** Government Employees: ** $1,195 (Federal, State or Local Government Issued ID) Includes instruction, presentations, Training Workshop Notebook, and continental breakfasts, morning and afternoon refreshments, and lunch ]] [[ ** Industry and Contractors: ** $1,495 (Including contractors on-site and in direct support of government agencies) Includes instruction, presentations, Training Workshop Notebook, and continental breakfasts, morning and afternoon refreshments, and lunch ]] [[ To register for this event, click below or call 703-683-1613. ]]

Government Registrations are given First Preference!
Industry: email to be placed on the waiting list.

[[ // Send a Government Team Rate: // To Encourage Your Government Team to Learn Together. // Register two persons from the same government office at the same time and the third registers at 50% of the registration fee. // ]] [[ Money Back Guarantee for Government At the end of the SOA Training Workshop, if you are not satisfied with the quality of instruction provided, your fee will be refunded or a credit given for another Potomac Forum, Ltd. Training Workshop (your choice). We feel confident that you will find the workshop a valuable learning experience. Previous attendees have found the workshop of great value in helping them meet their Agency SOA requirements. You will too! (This offer applies to government employees only). ]] [[ For additional information, call 703-683-1613. ]]

Cancellation Policy

Confirmed registrations who cancel within 3 business days of the program will be subject to a $250 cancellation fee. Registrations cancelled after the program starts are subject to the full registration fee. Substitutions can be made at any time. In the event a particular training workshop is cancelled, the liability of Potomac Forum, Ltd is limited to refund of any prepaid registration fee.

Meeting Location

Willard InterContinental Hotel
1401 Pennsylvania Avenue N.W.
Washington D.C. 20004
202-628-9100