Potomac Forum The Forum of Choice for Government & Industry Training Since 1982

The Forum of Choice for Government & Industry Training Since 1982

(POSTPONED) The DATA Act Unwrapped: Beyond Compliance

What government executives, managers, and staff need to know to define and implement DATA Act processes and solutions

Tuesday, December 6, 2016

Workshop Available to Federal, State and Local Government Employees Only
Press is NOT Invited to Attend to Promote Candid Discussion at this
Educational Workshop

 

 

Keynote Speaker:


Amy Edwards
Senior Advisor, Financial Transparency
Department of the Treasury

 

Featured Speaker:


  Hudson Hollister
Founder and Executive Director
Data Transparency Coalition
 

 

 Guest Speakers:

 

Karen Lee
 Chief, Management Controls & Assistance Branch
Office of Management and Budget


 Reed Waller
 
Assistant Director, Financial Management Initiatives Group
 Department of Justice
---
 Marty Rubenstein
Chief Financial Officer
National Science Foundation
 (invited)


Michael Peckham
 
Director, DATA Act PMO
 Department of Health and Human Services

 

Marcel Jemio
 Chief Data Architect, Bureau of Fiscal Service
 Department of the Treasury

 

Reed Waller
 Assistant Director, Financial Management Initiatives Group
 Department of Justice
--

James Kyle Farris, Sr. 
Financial Analyst, Financial Management Initiatives Group
 Department of Justice  


  Robert Shea

Principal, Grant Thornton, LLC

(Former Associate Director, OMB)

---

and more...

 

 

Tuesday, December 6, 2016

Meeting Location: 
Willard InterContinental Hotel

Willard Intercontinental Hotel
1401 Pennsylvania Avenue N.W.
Washington 20004
United States

Metro Center (Red, Orange, Blue Lines). Use the exit marked “12th & F Sts” to exit onto F St., then continue straight two blocks and cross 14th St.

Overview: 

A fresh look at the DATA Act based on the newest guidance and agency successes. The implementation of the DATA Act has the potential to open the full life cycle of federal spending to public scrutiny; deploy Big Data analytics to inform management; solve longstanding reporting challenges for grantees and contractors; and provide new business opportunities for technology companies.

 

The DATA Act may have been signed into law under the Obama administration, but both presidential candidates have highlighted the importance of transparency. The upcoming transition has increased interest in the DATA Act, as it is the cornerstone of incremental change towards improved government transparency. This workshop will provide attendees with information and details behind the DATA Act to assist agencies with planning and preparing for implementation and maximizing the benefits of standardized data. The goal is to not treat the DATA Act as another compliance exercise, but to use this as an opportunity to define a strategy that will help agencies to leverage data as an asset, while meeting the federal reporting requirements.

 

What You Will Learn: 

  • The spirit and meaning behind the DATA Act
  • Current status of the DATA Act reporting requirement specifications
  • Resources from Treasury, OMB, and other organizations available to assist agencies with compliance
  • Lessons learned from similar past federal reporting compliance efforts
  • How federal leaders can get the most out of open data reporting
  • An agency wide implementation approach for achieving DATA Act compliance and maximizing the utilization of the data
  • An agency’s case study on their DATA Act accomplishments and approach
  • A highlight of a DATA Act compliance accelerator

 

 

Why You Should Attend: 

  • To advance your understanding of the DATA Act and its impact to your organization
  • To understand the benefits the DATA Act can bring to your organization
  • To obtain insight into the tools, technologies, and techniques available to maximize DATA Act value
  • To hear real world application of agency approaches, challenges, and successes, to DATA Act implementation and engage in conversation with key DATA Act stakeholders
  • To gain an understanding of the optimal approach and best practices behind each phase of DATA Act implementation

 

Who Should Attend: 

  • Program and business managers
  • Agency officials involved financial, acquisitions, and grants management
  • Agency officials involved in the planning and execution of financial, acquisitions, and grants reporting solutions
  • CIOs and Staff
  • CFOs and Staff
  • Agency Executive Management Interested In the DATA Act
  • Inspector Generals and Staff
     

 

Format: 

Lecture, small group discussion, panel discussion, federal executive guest speakers

Agenda: 

 

7:30 AM

Registration and Continental Breakfast

8:30

Welcome and Introduction, Workshop Overview, Objectives and Class Expectations
Art Chantker, President, Potomac Forum

8:45

Keynote Address: The Spirit of the DATA Act

Amy Edwards

Senior Advisor, Financial Transparency

U.S. Department of the Treasury

9:15

Keynote Address: Transparency After the Transition

Hudson Hollister

Founder and Executive Director

Data Transparency Coalition

9:45

Refreshment Break

10:00

Lessons Learned from the Federal Funding Accountability and Transparency Act (FFATA)
Robert Shea
Principal, Grant Thornton, LLC
(Former Associate Director, OMB)

10:30

Panel: What the Government Really Needs to Know About the DATA Act
 

Moderator: Paul Seckar 

 

Panelists:

Reed Waller

Assistant Director, Financial Management Initiatives Group

U.S. Department of Justice

 

Marty Rubenstein
Chief Financial Officer
National Science Foundation
(invited)

 

Michael Peckham

Director, DATA Act PMO

U.S. Department of Health and Human Services

 

Marcel Jemio

Chief Data Architect, Bureau of Fiscal Service

U.S. Department of the Treasury

 

Karen Lee

Chief, Management Controls & Assistance Branch

Office of Management and Budget

11:30

Hosted Luncheon 

Students are presented with a topic to be discussed at lunch 

12:30 PM

The DATA Act: Implementation and Beyond

Demek Adams

Principal, Financial Management

Grant Thornton, LLP

2:00 Refreshment Break

2:15

Case Study: DOJ’s DATA Act Implementation Initiative

Reed Waller

Assistant Director, Financial Management Initiatives Group

U.S. Department of Justice

&

James Kyle Farris

Sr. Financial Analyst, Financial Management Initiatives Group

U.S. Department of Justice

3:00

DATA Act Solution: Streamlining Implementation

Duc Duong, Director, Data Management, Grant Thornton LLP

4:30 Closing remarks

Art Chantker

President

Potomac Forum, Ltd

&

Demek Adams

Principal, Financial Management

Grant Thornton LLP

 

Post Workshop Discussions with Instructors on Specific Individual Topics

Agenda Subject to Change

Registration Information: 

Registration for this workshop is for Government ONLY

 

Government Employees: $995 (Federal, State or Local Government Issued ID) 
 

Early Bird Registration Fee: Now $795 until 11/12/2016

Reduced Registration Fee: $895 after 11/12/2016

 

Team “Learn Together” Rate: 

2nd  person (and all other subsequent group members) from same office receives a $200 reduction off their registration.

Keynote Speaker: 

Amy Edwards

Senior Advisor, Financial Transparency
U.S. Department of the Treasury

 

 

Guest Speakers: 

Hudson Hollister

Executive Director

Data Transparency Coalition

 

Hudson Hollister is the founder and executive director of the Data Transparency Coalition. The Coalition is a trade association of technology companies, nonprofits, and individuals supporting the publication of government data in machine-readable formats. The Coalition supports reforms such as the Digital Accountability and Transparency Act, or DATA Act, to transform U.S. federal spending information from disconnected documents into open data. Prior to founding the Data Transparency Coalition, he served as counsel to the Committee on Oversight and Government Reform of the U.S. House of Representatives and as an attorney fellow in the Office of Interactive Disclosure at the U.S. Securities and Exchange Commission. Before his government service, he was a securities litigator at Latham & Watkins LLP.

Reed Waller

Project Manager

U.S. Department of Justice

Karen F. Lee

Chief Management Controls and Assistance Branch
Office of Federal Financial Management
Office of Management and Budget

 

Karen F. Lee Chief Management Controls and Assistance Branch Office of Federal Financial Management Office of Management and Budget Ms. Lee is the Chief of the Management Controls & Assistance Branch, within the Office of Management and Budget (OMB), Office of Federal Financial Management. She and her staff are responsible for financial assistance management and Single Audit policy, asset management, and Federal spending transparency under the Open Government Directive. Prior to her tenure as Chief, Ms. Lee served as the Lead Analyst for Open Government, Federal Spending Transparency and a policy analyst at OMB’s Office of Information and Regulatory Affairs, overseeing homeland security, labor, and education regulatory policy. In addition to her public service, Ms. Lee practiced commercial litigation at Kirkland & Ellis, LLP, in Washington, D.C. Ms. Lee received a Bachelor of Arts from Colgate University, a Masters in Public Affairs from the Lyndon B. Johnson School at the University of Texas at Austin, and a Juris Doctor from Georgetown University. She is licensed to practice law in the District of Columbia and New York.

Kyle Farris

Project Manager,

U.S. Department of Justice

 

Kyle Farris serves as the Department of Justice (DOJ) Treasury Modernization Project Manager responsible for coordinating Government Wide Treasury Account Symbol (GTAS), DATA Act, Payment Application Modernization (PAM), Over the Counter Channel Application (OTCnet) and Central Contractor Registration (CCR). He has developed a project plan for the DOJ to ensure the implementations of various Treasury Modernization Projects are met in accordance to the Chief Financial Officer’s Memorandum from Commissioner David Lebryk of Bureau of the Fiscal Service (BFS). Kyle has also led the development of an Automated Conference Reporting Database that greatly enhanced the accountability and reporting for DOJ. He has provided guidance for ensuring the GTAS accounting attributes are standardized for DOJ. In addition, Kyle has directed the successful implementation of various Treasury initiatives that meet BFS requirements. He also prepares OMB reports for DOJ on Prompt Payment to Small Business Contractors in accordance to the Prompt Payment Act (PPA) and Federal Acquisitions Regulation (FAR).  Kyle has also led the development and implementation of Federal Financial Requirements for the DOJ’s 2 Financial Systems, Unified Financial Management System (UFMS) a CGI Federal Momentum baseline system and Financial Management Information System (FMIS) DOJ’s Teradata system.

Marty Rubenstein

Chief Financial Officer
National Science Foundation

 

"Marty" Rubenstein became Office Head, Office of Budget, Finance and Award Management (BFA) and Chief Financial Officer (CFO) on May 24, 2010, after acting in those positions since January 4, 2010. Prior to becoming CFO she served as Office Head of the Budget Division, BFA, since September 1997. That tenure included a sabbatical at Stanford University in 2006-2007.

 

She began her Federal career at the Bureau of Labor Statistics, Department of Labor, responsible for budget analysis and management information systems development. She then served at the Office of Management and Budget, Executive Office of the President (OMB) and directed OMB's decision support system. She oversaw the system's design and enhancement and its use in supporting OMB's government-wide budget exercises. She was also OMB's fiscal liaison to Vice President Gore's National Performance Review.

 

Ms. Rubenstein earned a BSBA in Finance and Economics at The American University and a MBA in Information Systems Management at the George Washington University. She was also honored by President Bush in 2002 as a recipient of the Presidential Rank Award for Meritorious Executive.

Michael Peckham

Director, DATA Act PMO
Department of Health and Human Services

 

Bio Coming Soon!

Instructors: 

Robert Shea

Principal

Grant Thornton LLP

(Former Associate Director for Administration and Government Performance, OMB) 

Mr. Shea is a Principal in Grant Thornton Public Sector, with over 20 years of federal government experience. He leads the Public Sector’s strategy and communications team and is a member of the Performance Transformation Team, where he leads performance improvement engagements for federal, state & local, and international clients. He was recently appointed to the statutorily created Commission on Evidence-based. He is a Fellow and former Chair of the National Academy of Public Administration.

 

Mr. Shea joined Grant Thornton from the U.S. Office of Management and Budget, where he was Associate Director for Administration and Government Performance. In addition to managing OMB’s internal operations, he led the President’s Performance Improvement Initiative and administered the Program Assessment Rating Tool. Before joining OMB, Mr. Shea served as Counsel to the Senate Committee on Governmental Affairs (currently the Committee on Homeland Security and Governmental Affairs) where, in addition to general oversight of Executive Branch management, he advised Committee leadership on the status of implementation of the statutory framework for performance-based government, including the Government Performance and Results Act and the Chief Financial Officers Act. He was Legislative Director for Congressman Pete Sessions (TX) from 1997 to 1999, where he organized the Results Caucus, a group of Members of Congress dedicated to results-based management and solving many of the government’s major management problems. Mr. Shea was a Professional Staff Member with the House Committee on Government Reform from 1995 through 1996.  There he had responsibility for examining the economy and efficiency of government programs, and acted as liaison with the government’s Inspectors General. 

Demek Adams

Senior Manager,

Grant Thornton Global Public Sector

 

Demek Adams has supported the Federal government for over 11 years providing accounting and financial management expertise. Mr. Adams leads Grant Thornton’s Financial Management Transformation Practice within its Global Public Sector, which delivers innovative and pragmatic solutions in support of Federal agencies’ efforts to implement and comply with Federal financial management laws and regulations. Mr. Adams is actively supporting agency implementations of Intra-governmental Transaction (IGT), Government-wide Treasury Account Symbol Adjusted Trial Balance System (GTAS), and DATA Act initiatives to name a few. Mr. Adams leverages his experience with each of these integrated initiatives as well as his industry expertise, complemented by his Certified Government Financial Manager (CGFM) certification, to deliver value to his clients. He is a graduate of American University with a B.S in Accountancy and Computer Information Systems.

Paul Seckar

Senior Manager,

Grant Thornton Global Public Sector

 

Paul Seckar is a Senior Manager leading Grant Thornton LLP’s Data and Decision Analytics service offering within the Global Public Sector Practice. He has over twenty-four years of consulting experience solving complex business problems with analytics. With experience throughout the federal sector, Mr. Seckar brings not only advanced analytics expertise, but process improvement and technology solution development experience. He has specific expertise in the fraud detection arena having led data mining and technology based solutions focused on fraud detection. The majority of Mr. Seckar’s work has focused on the following clients:

•          U.S. Customs and Border Protection

•          Internal Revenue Service

•          Veterans Benefits Administration

•          U.S. Food and Drug Administration

•          USDA Forest Service

•          U.S. Postal Service

Cancellation Policy: 

Confirmed registrations who cancel within 2 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.

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