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

The Forum of Choice for Government & Industry Training Since 1982

The President's Executive Order: Comprehensive Plan to Reorganize the Executive Branch Training Workshop for Government

What you need to know to comply with and position your agency to meet the intent and requirements of the executive order

Thursday, April 27, 2017

Onsite registration will be available at the Willard. Online registration is now closed.


Keynote Speaker


Chris Mihm

Managing Director, Strategic Issues

Government Accountability Office (GAO)



Guest Speakers


Robert Shea, CGFM, PMP


Grant Thornton

Former OMB Associate Director for Management


David Haun

Director, Global Public Sector

Grant Thornton

Former OMB Deputy Associate Director


Joey Longley

Former Executive Director

Texas State Sunset Commission


Executive Directors of Federal Interagency Management Councils

GSA's Office of Executive Councils



Attend this Potomac Forum workshop and you will "jump start" your reorganization process and save time. Learn from proven leaders who have extensive experience in government reorganization.


THIS WORKSHOP SHOULD BE CONSIDERED MISSION CRITICAL TRAINING. This workshop may help you reorganize to continue mission critical functions in the most efficient manner.



Just Announced: The Executive Council  to Participate in the Potomac  Forum Workshop:

The Executive Council provides key  guidance and support  on Government Reorganization and other key management issues to:

  • Chief Acquisition Officers Council (CAOC)
  • Chief Financial Officers Council (CFOC)
  • Chief Information Officers Council (CIOC)
  • Performance Improvement Council (PIC)
  • President’s Management Council (PMC) and President’s Management Advisory Board (PMAB)


Special Executive Council Panel:  Just added is a roundtable discussion with participants from the Office of Executive Councils, which provides dedicated support to Federal interagency management councils and is playing a pivotal role in implementing the Executive Order and related guidance. During this aspect of the program, the Councils will be sharing what they've learned about how agency CXOs are interpreting the Executive Order and corresponding guidance; what their main concerns are; and how they're mobilizing to respond in the coming months. 


This is a can’t miss event!

Thursday, April 27, 2017

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.


On March 13th, President Trump issued an Executive Order that foreshadowed an effort to reduce overlap and duplication among the government’s programs and agencies. President Trump’s recent Executive Order requires federal agencies to develop and submit to OMB within 180 days a plan to reorganize agency functions to improve the “efficiency, effectiveness, and accountability” of executive branch agencies  The Director of OMB will then submit to the President a comprehensive proposed plan to reorganize the entire executive branch.  Proposed reorganizations can include the elimination and/or consolidation of federal agencies and programs.  In addition, federal agencies need to:

  • Determine whether functions are most appropriate for the federal government, or if they could be done better or more appropriately performed by State or local government, or by the private sector.
  • Identify any program or administrative redundancies that could be eliminated or consolidated.
  • Provide an assessment of costs relative to the benefits.
  • Provide an estimate of costs to sunset or consolidate agencies/programs.
  • Further, the White House recently announced the creation of the Office of American Innovation (OAI), which will be responsible for making “recommendations to the President on policies and plans that improve Government operations and services, improve the quality of life for Americans now and in the future, and spur job creation.”


While OMB prepares additional guidance to help agencies respond to the Executive Order (EO), join us for a series of presentations and discussions that will provide important background for agencies to consider when complying with the EO. The agenda will include historical perspective of past attempts at reorganization, private sector practices to help meet the EO’s requirements, and panel discussions on related topics.

What You Will Learn: 

This day-long event will offer executives valuable insights into the history, future, methodology for responding and practical aspects of government reorganization, and will include:

  • A history of reorganization of the Federal government
  • Key requirements of the EO
  • OMB’s expectations for agency responses to the EO
  • A methodology for responding to the EO
  • Panel discussions with government and private sector executives on the requirements and ramifications of the EO and how to address them
  • Experience in the States with sun setting organizations
  • A retrospective on government reorganizations
Why You Should Attend: 

Each Executive Agency must submit a proposed plan to the Director of OMB to reorganize their agency to improve the efficiency, effectiveness, and accountability of their agency. 


This workshop will help agencies to better understand the Executive Order and to “jumpstart” efforts to implement and comply within 180 days of its March 13th issuance.

Who Should Attend: 

All government executives, managers, and staff who play a part in reorganizing to improve the efficiency, effectiveness, and accountability their department, agency, office, division, branch, or program can learn from this “government only” training workshop.


Government leaders responsible for responding to or reviewing the response to the President’s Executive Order.


Appointees and career government only – press and contractors are NOT invited to attend to permit candid discussion in a 100% educational environment.




Registration and Continental Breakfast


Welcome and Introduction


Art Chantker, President, Potomac Forum


Workshop Overview, Objectives, and Training Expectations


Robert Shea, CGFM, PMP, Principal, Grant Thornton (Former OMB Associate Director for Management)


Keynote Speaker


Chris Mihm, Managing Director, Strategic Issues, GAO


A History of Regoranization of the Federal Government

Overview of the history of reorganization efforts in the federal government and prospects for enactment in the 115th Congress.


- Robert Shea, Principal, Grant Thornton (Former OMB Associate Director for Management)

- David Haun, Director, Grant Thornton (Former OMB Deputy Associate Director)

11:00am Refreshment Break

Sunsetting Organizations: Experience in the States

What states have learned from reorganizing agency functions to improve "efficiency, effectiveness, and accountability" and how the "lesson learned" can be applied to the federal government in complying with the executive order.


Joey Longley, Former Executive Director, Texas State Sunset Commission


Working Lunch

Attendees will be presented with a topic to be discussed at their tables and a table leader will "report out" at the workshop.

1:15pm "Report Out" from Working Lunch

Methods for Responding to the Executive Order

  • Approaches to address EO requirements -- mission, workforce, and service delivery optimization
  • Learning from commercial turnarounds and transformations


- Shiva Verma, Decision Analytics Lead, Grant Thornton

- Bob Misch, Strategy & Performance Improvement Lead, Grant Thornton

- Brian Pitera, Commercial Transformation Lead, Grant Thornton

2:45pm Refreshment Break

How are Agencies Responding?

This session will consist of a robust, roundtable discussion with program participants and Executive Directors of Federal Interagency Management Councils at GSA's Office of Executive Councils.


The Councils will be sharing what they've learned about how agency CXOs are interpreting the Executive Order and corresponding guidance, what their main concerns are, and how they're mobilizing to respond in the coming months.


Participants will be expected to share how they're preparing for budget cuts, organizational reform and workforce reductions, what they're hearing from their agency leadership, what type of support would be helpful going forward.


Executive Directors of Federal Interagency Management Councils at GSA's Office of Executive Councils and Program Participants


Feedback on Class Expectations, Observations, Conclusions

  • Objectives met
  • Class feedback


Bob Misch, Strategy & Performance Improvement Lead, Grant Thornton


Workshop Concludes

Art Chantker, President, Potomac Forum


Registration Information: 

  Early Bird Registration Fee until April 8th AFTER APRIL 8TH
Government Employees:
(Federal, State or Local Government Issued ID)
 $ $795 
Special Reduced Rates in Support of Government Budget Reductions
 $ Now $895
Team Rate for Government: Send a government team to learn together. Register two government employees from the same office at the same time and the third person registers at $200 off the current government rate.


Keynote Speaker: 

J. Christopher Mihm

Managing Director, Strategic Issues

Government Accountability Office (GAO)

Chris Mihm is the Managing Director for Strategic Issues at the U.S. Government Accountability Office (GAO). He leads GAO’s work on government-wide governance, strategy, and transformation issues. Strategic Issues addresses such topics as performance management and collaboration, human capital management, intergovernmental issues, federal budgeting, regulatory policy, and federal tax policy and administration.


Chris is an elected member of the United Nations Independent Audit Advisory Committee, where he advises the United Nations General Assembly on the effectiveness of the internal audit and other oversight functions and UN risk management, internal control and other issues. He chaired the Committee from 2013-2016 and is the Vice Chair in 2017.


He is a fellow and former Board Chair of the National Academy of Public Administration and an adjunct lecturer in public administration at the University Of Maryland Graduate School Of Public Policy.

Guest Speakers: 

Robert Shea


Grant Thornton LLP

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

Robert Shea is a Principal at Grant Thornton who leads the public sector Strategy and Innovation practice.  He was most recently at the U.S. Office of Management and Budget (OMB) as associate director for administration and government performance. Before joining OMB, Shea served as counsel to the Senate Committee on Governmental Affairs

David J. Haun

Director, Global Public Sector

Grant Thornton


David Haun had a distinguished 35 year career in the Federal Government, 33 years at the Office of Management and Budget. As Deputy Associate Director, he advised White House and Office of Management and Budget (OMB) officials on policy, program performance and budget issues for the Departments of Homeland Security, Transportation, Justice and the General Services Administration. Skilled problem solver, innovative thinker and exceptional leader and mentor, Mr. Haun has expert knowledge of Federal policies, programs and budget processes and was sought out by Federal agency leadership, Congressional staff, and private sector representatives.


David Haun has recently joined Grant Thornton’s Public Sector practice as a Director. He is a member of both the Security and Justice Strategic Business Unit and the Performance Transformation Service Line. He is lending his considerable public sector experience to benefit government agencies of all types.

Joey Longley

Former Executive Director

Texas State Sunset Commission


Joey Longley is a state government efficiency expert and veteran of public service, with more than 35 years of experience dealing with the legislative process, project management, government process analysis, agency management, and reporting. He is a long time staple in Texas government, best known for his 30-year career with the Texas Sunset Commission, 14 of those years as its Director. The Sunset Commission conducts the periodic legislative reviews of state government agencies, to determine their continuing need and improve their operations. Through this process, Mr. Longley developed a keen and unique insight into the intricacies of 180 state government agencies and developed key relationships with legislative leadership and members, state agency executives, and staff. Work included project planning and oversight, detailed evaluation and assessment of government programs, agency management, report writing and editing; and extensive interaction with the legislative process, including providing expert testimony, amendment drafting, and strategy.


Upon retiring from state service, Mr. Longley turned to the private sector, offering governmental relations, consulting and business development services to public and private sector clients with Blackridge, Civic Initiatives, and through his own company, Sunset Solutions. In September, 2012, Mr. Longley joined Grant Thornton, LLP as a Director in its Global Public Sector, leading the firm’s business development activities in Texas state and local government. Mr. Longley then returned briefly to state government to assist Commissioner George P. Bush with his transition at the Texas General Land Office (GLO). During his time at the GLO, Mr. Longley used his extensive experience in state government and and business process review to aid the agency through reorganization and consolidation efforts.


Most recently, he has returned to the private sector, as a partner with Gateway Partners, a government affairs company, offering a suite of assistance to its clients, including Sunset advisory services.


Mr. Longley is a graduate of Texas A&M University with a degree in Business Management and the Governor’s Executive Development Program at the LBJ School of Public Affairs. Mr. Longley and his family live in Round Rock, Texas.

Shiva Verma


Grant Thornton


Shiva Verma is a Principal with Grant Thornton LLP’s Public Sector practice. As the lead for Decision Analytics services, Mr. Verma provides advanced analytics and enterprise cost and performance management solutions to public and private sector organizations. His area of focus includes ABC/M, fee/price setting, budgeting, business process improvement, change management, LSS, strategic planning, value engineering, and target costing.


Mr. Verma has extensive experience leading projects with large complex transformational engagements in Transportation, Logistics, Healthcare and Public Sector organizations. He has also led integrated services to  improving efficiency and effectiveness of operations. He is a proven manager of cross-functional teams focused on helping clients identify, assess, measure and improve the operational and financial aspect of operations to drive results. Mr. Verma has helped agencies address recommendations from the OIG, OMB, GAO and Congress.


Mr. Verma’s clients include the U.S. Patent and Trade Office, Social Security Administration, Office of Personnel Management, the FDIC, the SEC, U.S. Postal Service, Veterans Affairs and the U.S. Departments of Commerce, Labor, Energy, Defense, Agriculture, Homeland Security, Treasury, and Health and Human Services.


Mr. Verma is a Project Management Institute-Certified Project Management Professional (PMP) and an American Society for Quality-Certified Lean Six Sigma Black Belt. 

Robert (Bob) Misch

Strategy & Performance Improvement Lead

Grant Thornton

Bob Misch is a Managing Director in Grant Thornton’s Business Consulting & Technology practice and leads PS’s Strategy and Performance Improvement Service Line. He has more than 20 years of experience in solution delivery and leading cross-functional teams. He helps public sector clients maximize the use of cost and performance information to improve program management and business processes, and integrate budget and performance information. He has served clients from across government, including the Department of Homeland Security, the Department of Defense, the Department of the Interior, the International Monetary Fund, the Central Intelligence Agency, and the Department of the Treasury. In 2009, he received Consortium of Advanced Management International’s (CAM-I’s) Robert A. Bonsack award for distinguished contribution in the advancement of cost and performance management.

Brian Pitera

Commercial Transformation Lead

Grant Thornton


Brian’s experience bands across the retail, automotive, and consumer goods industries where he has led carve-outs, integrations and post-close value realization through performance improvement projects (revenue enhancement, retail operations, COGS reductions and SG&A) for global companies in the Fortune 500 and mid-market PE portfolio companies.


Prior to joining Grant Thornton, Brian served as founding partner of Blossom Growth. Before that, Brian served as Chief Operating Officer for several consumer goods and retail companies. He also spent 15 years in consulting with A.T. Kearney, Alvarez & Marsal and Kurt Salmon. Prior to consulting, Brian spent 14 years in various management roles in the automotive, pharmaceutical, manufacturing and medical device industries.

The Office of Executive Councils

General Services Administration (GSA)


The Office of Executive Councils provides dedicated support to Federal interagency management councils, increasing their effectiveness in solving challenges across agencies, spurring innovation and improving policy outcomes. The office collaborates with the Office of Management and Budget (OMB) and Federal management councils to identify government-wide performance improvement initiatives based on proven practices, leads working groups to advance these initiatives across agencies, establishes performance goals, and facilitates implementation of new processes and programs across government. The office provides analytical, management, and administrative services to the following Federal management councils and advisory boards:

  • Chief Acquisition Officers Council (CAOC)
  • Chief Financial Officers Council (CFOC)
  • Chief Information Officers Council (CIOC)
  • Performance Improvement Council (PIC)
  • President’s Management Council (PMC) and President’s Management Advisory Board (PMAB)
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.

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