CGFM title

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AGA Corporate Partner Advisory Group (CPAG)
Update 73 Partners Strong!
November 11, 2008
www.agacgfm.org
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CPAG Mission Statement
The mission of the CPAG 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.
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Chairman Hank Steininger, CGFM, CPA Managing
Partner, Global Public Sector, Grant Thornton
LLP Vice Chairman John Cherbini, CGFM,
CPA Partner, KPMG LLP Relmond Van Daniker, DBA,
CPA AGA Executive Director Anna D. Gowans
Miller, MBA, CPA AGA Director of Research Susan
Fritzlen AGA Deputy Executive Director of Programs
CPAG Leadership
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Professional Membership Roster November 2008 (41)
LMI Management Concepts MasterCard Mayer Hoffman
McCann P.C. Microsoft Miracle Systems LLC
MorganFranklin Oracle Potomac Forum Ltd. PwC
LLP Reznick Group SAP Savantage T. Curtis
Company Teradata Unisys VISA Watkins Meegan
Govt Svcs LLC Williams Adley Co
LLP WithumSmithBrown
Accenture Altum American Appraisal
Associates Bank of America BearingPoint Booz
Allen Hamilton BroadPoint Technologies CACI CGI
Federal Clifton Gunderson LLP Cognos an IBM
Company CSC Deloitte. Delta Solutions
Technologies Ernst Young Federal Management
Systems Inc Graduate School USDA Grant Thornton
LLP IBM Kearney Company KPMG LLP
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Sustaining Membership Roster November 2008 (32)
ACL Services AOC Solutions Approva
Audimation Catapult Consultants LLC CCH Cherry
Bekaert Holland Cotton and Company Crowe
Horwath Daston Corp Dynamic Access Systems EAM
Inc, Mosley Assoc Gleim Publications
Inc Grantium GreenTree Group Key Associates
Lionel Henderson Co Inc Mandex Inc Methodware
MIL Corporation Noetix Corporation Oversight
Systems NEW! Pragmatics SAS SofTec
Solutions SPSS STG Inc The Network Thompson,
Cobb, Bazilio Assoc. Thomson Reuters Vanguard
Advisors LLC VISTA
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Meeting Agenda
CPAG Role in AGA Events and Activities Get
Involved CPAG Recognition A Message from AGAs
National President AGA Update from AGAs
Executive Director Onsite Educational
Training CGFM Research Projects Update Get to
Know Your Fellow Corporate Partner
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CPAG Role in AGA

• Corporate commitment to AGA's mission
• Thought leadership
• Professional staff resources
• Financial support for programs, research
• and events

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CPAG Events and Activities
Monthly Access Dinners December 9th Doug
Webster (Dept of Labor) January 6th Clay
Johnson (Invited OMB) February 10th Sheila
Conley (Dept of HHS) March 10th Lee Lofthus
(Dept of Justice) April 7th Lisa Casias (Dept
of Commerce) May 5th Danny Werfel (Invited
OMB)
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CPAG Events and Activities

• Major Events
• National Leadership Conference
  February 19 20, 2009 - Washington, D.C.
• Professional Development Conference
  July 21 24, 2009 New Orleans, LA
• Internal Control Fraud Conference
  September 2009 TBD
• National Performance Management Conference
  October 2009 TBD

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CPAG Events and Activities

• Special Events
• Forum on Emerging Issues - February 18, 2009
  Washington, D.C.
• CPAG Red Carpet Reception February 19, 2009
  Washington, D.C.
  
• CEAR Awards Black Tie Dinner
  May 20, 2009 Washington, D.C. 2
  spots per Corporate Partner
• All Hands Meetings - Quarterly

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Get Involved! Get Out of the Program What You Put
Into It

• Participate in Events
• Volunteer for Conference Committees
• Get involved with local AGA chapters
• Participate in Research
• Stay Current with Topics, AGA Today, CPAG News
  and Email Updates

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CPAG Recognition

• AGA Website
• Journal of Government Financial Management
• Conference Onsite Programs
• Get to Know Your AGA Corporate Partner in
  Topics and AGA Today
• Private Sector Awards NLC and PDC

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Message from the National President

• Samuel T. Mok, CGFM, CIA
• AGA National President
• Managing Member
• Condor International Advisors LLC

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AGA Update

• Relmond Van Daniker, DBA, CPA
• Executive Director
• Advancing Government Accountability
• Citizen Centric Reporting
• Transitions Radio Program
• National Leadership Conference (NLC)
• Professional Development Conference (PDC)

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Education and Training for Corporate Partners

• Classroom Training
• - Provided on-site
• - 19 Courses currently available
• On-line Training
• - SmartPros
• - CCH
• - MicroMash
• - Becker CPA Review
• Audio Conferences

Contact Joe Jozefczyk at jjozefczyk_at_agacgfm.org
and/or 703.684.6931
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Onsite Training for Corporate Partners (contd)

• Audio Conferences
• SPECIAL Deal for Corporate Partners!
• Register 5 offices, Pay 200/site vs 249!
• November 12th Understanding the Importance of
  Soft controls in Improving Operations
• December 10th 21st Century Financial Managers
  New Mix of Skills and Education Levels
• January 21st How XBRL Can Enable Improved
  Financial and Performance Reporting
• February 11th Building Fraud Risk Assessment
  Into Audit Planning
• February 25th Expense Recovery Auditing

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Certified Government Financial Manager Designation

• CGFM is a broad-based certification
• AGA offers training programs to prepare
  individuals for the CGFM
• Working with agencies and private sector firms
  to provide CGFM training at their doorstep

Contact Peter Aliferis at paliferis_at_agacgfm.org
and/or 703.684.6931
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CPAG Research
Benefits of Sponsorship

• Article is published in AGAs Journal of
  Government Financial Management
• Press and Research releases
• Bulk copies printed and distributed - VIP mailing
  and at AGA events
• Bulk copies to sponsor
• PDC technical session
• Audio conference subject matter
• Report posted to AGAs website
• Potential collaboration on books, white papers
• Report electronically distributed to members via
  Topics e-newsletter

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CPAG Research Projects

• Most Recently Completed Projects
• SAS 70 Reports Are They Useful and Can They Be
  Improved? - 15
  Sponsor
  Ernst Young
• XBRL and Public Sector Financial Reporting
  Standardized Business Reporting The Oregon CAFR
  Project - 16
  Sponsor PwC
• Characteristics of Effective Audit Committees in
  Federal, State and Local Governments - 17
  
  
• Sponsor KPMG LLP
• Annual CFO Survey Financial Management
  Providing a Foundation for Transition
  Sponsor
  Grant Thornton LLP

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CPAG Research Projects

• Current Projects
• Improving the Grants Management Process Can
• XBRL Help?
  
• Sponsor BearingPoint
• Process Based Reporting Working Towards a Better
  Reporting Model?
  Sponsor Cooperative
  Project with Grant Thornton, IBM and SAS
• Procuring the Right Audit Oversight Tool to Meet
  Your Needs
  Sponsor
  Kearney Company
• Trends in Technology 2009 Update
  Sponsor CSC

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CPAG Research Projects

• Future Project Brainstorming
• Getting citizen/user feedback on citizen centric
  reports through random sampling of the population
  or town hall meetings.
• Benefits of biennial budgeting
• How federal government program managers can make
  better decisions if they have access to a good
  managerial cost accounting system.
• How to achieve the right balance between
  accountability, transparency and responsibility.

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CPAG Research Projects

• Future Project Brainstorming (contd)
• Using XBRL in federal/state reporting one
  agencys experience.
• Contract management what does the manager need
  to know?
• Independence issues in the internal audit
  function.
• How governments are balancing the need for
  transparency with the need for better protection
  of citizens data.

Contact Anna Miller at amiller_at_agacgfm.org and/or
703.684.6931
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Get To Know Your Fellow Corporate Partner

• Daston Corporation
• Greg Callen President
• Tara Hays Vice President, Business Development
• Dynaxys
• Lisa Miller - President