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

The Forum of Choice for Government & Industry Training Since 1982

Shared Services and Category Management -- Practical Application Training Workshop for Government

Enabling Organizational Transformation: How Category Management and Shared Services Can Serve as Enablers for Improving the Efficiency and Effectiveness of Agencies

Tuesday, September 19, 2017

We are announcing this workshop and opening for registration now while our outstanding government speakers are undergoing their agency approval process. Their names will be listed as soon as approved .


We are accepting “Early Bird” reduced fee registrations now.


Keynote Speaker:

Invited - Awaiting Agency Approval

Beth Angerman

Executive Director, Unified Shared Services Management Office (USSM)

OGP, General Services Administration


Guest Speakers:

Robert Shea


Grant Thornton LLP

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


Jim Taylor

Managing Director,

Grant Thornton LLP

(former Chief Financial Officer, Department of Labor)

Tuesday, September 19, 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.


This workshop will focus on the Office of Management and Budget’s recent April 2017 memo calling for a Comprehensive Plan to Reform the Federal Government. This one day course is designed to offer a framework into how category management  and shared services can serve as enablers for improving the efficiency and effectiveness of agencies, one of the four categories each agency is required to address and align to its mission, role, and performance. Category management and shared services are highlighted in the memo and will be discussed in detail to help give participants a blueprint into how to plan, design, implement, and customize their approaches to obtain measurable improvements.


Course instructors are experts in their field and will discuss both their federal and private sector experience implementing category management and shared services initiatives. A panel of government experts will also share their insights, highlights, challenges, and lessons learned, particularly in the context of complying with the new Administration’s requirements. 

What You Will Learn: 

Learn how to adopt the principles of category management and shared services from subject matter experts with substantial experience implementing change in government organizations successfully. Understand how these two business models can help your organization save money and conserve resources while delivering your mission.

Why You Should Attend: 

Attend this Potomac Forum training workshop and you will understand some of the key concepts, tools, and techniques to begin aligning your organization with the Administration’s plan for reforming the Federal government.

Who Should Attend: 

  • Agency Executive Management and Staff involved with responding to OMB Memos M-17-22, Comprehensive Plan for Reforming the Federal Government and Reducing the Federal Civilian Workforce, and M-17-26, Reducing Burden for Federal Agencies by Rescinding and Modifying OMB Memoranda
  • Program and business managers
  • Designated category managers
  • Acquisition and contracting executives, managers and staff
  • CIOs and Staff
  • CFOs and Staff
  • CAOs and Staff
  • IGs and Staff

Instructor-based training; panel of experts from federal government; group exercise(s).




Registration and Continental Breakfast


Welcome and Introduction, Workshop Overview, Objectives, and Class Expectations


Art Chantker, President, Potomac Forum, Ltd 


Government Keynote:  Putting the Pieces Together – Public Sector Adoption of Private Sector Business Models


Invited: Beth Angerman, Executive Director, Unified Shared Services Management Office (USSM), OGP, General Services Administration (GSA)


Group Discussion: A Foundation for Improving Efficiency and Effectiveness
  • What are some of the lessons learned from previous government-wide efficiency and effective initiatives?
  • What types of initiatives would benefit your agency? What are the obstacles in the way? What type of guidance and support would be helpful?
  • What inroads to-date has your agency made in meeting the OMB milestones and in implementing them?
Robert Shea, Principal, Grant Thornton LLP
(Former Associate Director for Administration and Government Performance, OMB) 
10:00am Refreshment Break

Practical Application of Category Management Principles

  • Define category management and explain its impact on agencies
  • Identify the core business processes and key performance indicators
  • Discuss how to implement category management principles
  • Demonstrate how to use data analytics to manage spend


- Eric Heffernan, Principal, Grant Thornton

- Meredith Barnard, Manager, Grant Thornton


Shared Services in Action

  • Explain the evolution of shared services in government
  • Describe the shared service models available for agency implementation


- Jim Taylor, Managing Director, Grant Thornton

(Former Chief Financial Officer, Department of Labor)

- Tim Lawler, Managing Director, Grant Thornton

12:00pm Luncheon
Government Panel Discussion
  • Describe how Federal departments and agencies are implementing category management and shared services
  • Review the successes and challenges in transforming traditional government operations
Moderator: Robert Shea, Principal, Grant Thornton LLP
Government speakers awaiting agency approval.
2:15pm Refreshment Break

Enabling Organizational Transformation through Shared Services and Category Management

  • Discuss how the application of category strategies enables greater access to shared service solutions
  • Identify the key roles and responsibilities for successfully integrating category management and shared service practices
  • Describe the potential benefits of shifting government to a more efficient future state vision



Wrap-Up and Feedback
Overall questions and answers
Opportunity to ask and discuss specific questions with the instructors.


Registration Information: 

  Early Bird Registration Fee AFTER AUG. 30th
Government Employees:
(Federal, State or Local Government Issued ID)
NOW $595 
Special Reduced Rates in Support of Government Budget Reductions
Team Rate: 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 $100 off the current government rate. Register four or more and the 4th person on receives $200 off registration.

Registration Includes: Presentations, Workshop Notebook, Continental Breakfast, All Day Refreshments and Hosted Luncheon

Keynote Speaker: 

Beth Angerman

Invited - Awaiting Agency Approval

Executive Director, Unified Shared Services Management Office (USSM)

OGP, General Services Administration (GSA)

Beth Angerman is the Executive Director of the new Unified Shared Service Management Office in GSA, responsible for working closely with OMB, the new >governance board, providers, and customers to implement the enterprise-wide vision for mission-support functions across government. Beth is a change agent motivated by collaborative stakeholder engagement and delivering results. She’s driven to lead strategies for government to be better stewards of taxpayer dollars and to help Federal organizations deliver missions better, faster, and cheaper.


For this work she has received FCW’s Federal 100, FedScoop’s Top 50 Women in Technology and was recognized as the Association of Government Accountant’s Employee of the Year for the DC Chapter in 2016.


Prior to GSA, Beth served as the Executive Director of the Office of Financial Innovation and Transformation (FIT) in the Treasury Department to address the need for greater efficiency and transparency in the Federal financial environment. Prior to FIT, Beth held several leadership positions in the Bureau of Fiscal Service in the Treasury Department leading government-wide projects and running IT and accounting support organizations. She began her career working as a management consultant in the communications sector.


Beth loves to spend her personal time exploring the outdoors with her husband, and teaching their two sons to rock climb, scuba dive, and camp.


Robert Shea


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. 

Eric Heffernan


Grant Thornton Global Public Sector


Eric Heffernan brings more than 14 years of combined consulting experience in the federal space. He has significant experience in the areas of organizational transformation, human capital management and sourcing operations. He has served clients from across government, including the Department of Transportation, Pension Benefit Guarantee Corporation, General Services Administration, Department of Commerce, Department of Energy and the Department of Defense. Heffernan has trained hundreds of federal employees and industry professionals in critical areas of the federal procurement process through industry outlets such as the Potomac Forum. He also is the primary author of the Professional Services Council and Grant Thornton biannual survey of federal acquisition executives, which examines the critical challenges facing acquisition executives.

Meredith Barnard

Project Manager,

Grant Thornton Global Public Sector


Meredith Barnard is a project manager with over seven years’ experience leading complex engagements for the Federal government that require innovative, cross-functional solutions. She currently leads a large organizational transformation engagement that implements category management principles, practices, and disciplines to the Federal acquisition environment. Ms. Barnard possesses a strong analytical background with an emphasis on practical implementation of increased productivity and efficiency gains for her clients. As such, she has led both former private sector and Federal executives in the areas of category management, acquisition support, project management, organizational design and transformation, spend and cost analysis, change management, business process re-engineering, and strategic planning. She develops superior solutions that have been distributed and presented to the highest levels of government leaders, including vice presidents, c-level executives, department secretaries, and Presidential appointees. Ms. Barnard possesses a M.B.A. from Virginia Polytechnic Institute and State University, a B.B.A. in Finance and Public Policy and Administration from James Madison University, and a PMP certification.

Jim Taylor

Managing Director,

Grant Thornton

(former Chief Financial Officer, Department of Labor)


Mr. Taylor is a Managing Director in Grant Thornton’s Global Public Sector practice, with 34 years of experience in government finance, systems implementation, internal controls and grants management. Immediately before joining Grant Thornton in June, 2014, he served as the IRS Commissioner’s Senior Advisor on implementing the Affordable Care Act (ACA); prior to that he was a presidentially appointed, senate confirmed CFO at the Department of Labor.  He also served as Deputy Inspector General at DHS, as well as Deputy CFO at the Department of Commerce and FEMA.  In 2004, Mr. Taylor led the team that drafted OMB Circular 123; and in his subsequent role as Deputy IG, worked with DHS in identifying a cost and resource-efficient approach to meet their legislative requirement for an internal controls audit opinion. Mr. Taylor led financial systems implementations at FEMA, Commerce and Labor, the latter being the first department-wide cloud based shared service financial system in the federal government. His teams also achieved the first clean audit opinions at FEMA and Commerce.  Mr. Taylor was named CFO of the Year in 2011 by Government Executive Magazine, awarded the Donald E. Scantlebury Award for Excellence in Financial Management in 2005, and the Presidential Rank Award of Distinguished Executive in 2004.  He holds a BA in political science/economics from Old Dominion University, and an MPA from the University of Delaware, where he was a Public Service Fellow.  

Tim Lawler

Managing Director

Grant Thornton


Public Sector Managing Director Tim Lawler joined the firm in 2008, and has more than 40 years of experience advising public sector clients in financial management and IT. He has assisted management with addressing governmentwide challenges, including shared services, process improvement, internal controls and audit remediation. Prior to being admitted as managing director, Lawler served as a director and a senior manager at Grant Thornton, as well as serving as a senior executive at the Federal Aviation Administration. 


Lawler is a certified Project Management Professional and a member of the Association of Government Accountants. He is also a Certified Government Financial Manager. Lawler received his BA in mathematics and French from the State University of New York at Brockport.

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.

  • © 2017 Potomac Forum Ltd. All Rights Reserved
    Copyright also covers all workshop agendas and descriptions
  • 400 N. Washington Street, Suite 300, Alexandria, VA 22314