Defense Finance 2010 Speaker Information Packet

TRANSFORM DEFENSE FINANCE BUSINESS OPERATIONS IN SUPPORT OF THE
WARFIGHTER
Thursday-Friday, March 25-26, 2010 * Hilton Alexandria Mark Center,
Alexandria, VA
SPEAKER INFORMATION PACKET
Table of Contents
EVENT EXECUTIVE SUMMARY………………………………………………………………………PAGE

2
Topics Include
Presentation Formats Available
Key Learning Opportunities
BEING AN EXECUTIVE PRESENTER – THE
EXPERIENCE…………………………………….PAGE 3
Speaker Benefits
Confirmed Defense Finance Speakers
AUDIENCE PROFILE………………………………………………………………………………………
PAGE 4
Who Attends Defense Finance
Past Audience Breakdown
Testimonials From Past Defense Finance Conferences
ABOUT WORLDWIDE BUSINESS RESEARCH……………………………………………………
PAGE 6
Corporate Profile
Defense Sector Events at WBR
NEXT
STEPS………………………………………………………………………………………………….PAGE 7
DEFENSE FINANCE 2010 SPEAKER INFORMATION PACKET Page 1
For more information on Speaking at Defense Finance 2010, please contact Program
Director Lisa Ringlen
Tel: 646-200-7468 Email:
Lisa.Ringlen@wbresearch.com
Contact Information
Tel: 646-200-7468 Email:
EVENT EXECUTIVE SUMMARY
Developed in 2005, the Defense Finance Training Conference focuses on transforming

Defense finance business operations in support of the warfighter and is comprised of
educational presentations and networking specifically for the Defense Finance and Business
Operations community.
Conference sessions for 2010 will again focus on identifying best practices and proven
strategies for transforming defense finance business operations in support of the
Warfighter.
Topics Include:
 Enterprise Resource Planning
 CFO / Comptrollers Update On DOD-Wide Financial Management Initiatives
 Financial Management Systems Transition & Integration
 Impact of the 2010 Defense Budget
 Financial Management From Peace-Time To Combat Or Joint Environments
 Workforce Management Issues
 Shift In Weapons Systems And New Priorities
 DOD Financial & Business Systems Modernization
 Audit Readiness
 Best Practices For Avoiding Cost Overruns And Managing The Unavoidable
 Internal Controls & Resource Management
 Defense Agencies Initiative (DAI) & New Accounting Systems
 Lessons Learned From The Private Sector
 Financial Management Enterprise Architecture
 Business Transformation & Financial Management Initiatives From The Army, Navy,
Air Force and Marines
Presentation Formats Available:

 45-minute keynote presentations (including 10-15 minutes for audience questions)
 1-hour panel discussions (including 10-15 minutes for audience questions)
 15 to 45-minute case study presentations
 2 hour intensive workshops
Key Learning Opportunities:

 Define strategic-level initiatives: timeframes and impact
 Gain tangible tools for implementing strategic-level initiatives at the operational level
 Manage enterprise-wide resources more efficiently
 Discover solutions for current challenges in Defense Finance Management
 Interact with peers and learn about current best practices throughout the DoD
 Develop action plans for avoiding cost overruns and managing the unavoidable
 Root out duplication of efforts and inefficiency in your financial processes
Tel: 646-200-7468 Email:
BEING AN EXECUTIVE PRESENTER – THE EXPERIENCE
Speakers and presenters are the backbone of the Defense Finance conferences, bringing
tremendous value to the entire delegation. We welcome and encourage all of our
presenters, panelists, and discussion group leaders to take advantage of the entire two-day
program.
Speaker Benefits Include:

 Free and automatic registration for both days of the conference, including all Keynote
Presentations and networking activities throughout the event
 Contact information for all executive presenters for pre- and/or post event follow up
 Pre-event access to all presentation overviews, speaker biographies and service
provider profiles
 Priority selection for any limited attendance workshops, discussion groups and/or
think tanks
 Exposure and leadership highlight on the Defense Finance 2010 brochure and
website
 Post-event access to all conference papers and sessions
 Post-event summary evaluation results and feedback
 Access to the exclusive speaker lounge throughout the 2 days of the conference
Defense Finance has been successfully providing high-level content provided by Military
and Department of Defense (DOD) Agency executives. Briefings are presented by cross-
service, cross-command, cross-agency financial management representatives who have
agreed to share lessons learned and best practices for Defense Business and Finance
transformation efforts.
Confirmed Speakers for Defense Finance 2010 Include:

 Dr. Jamie M. Morin, Assistant Secretary of the Air Force (FM) & Comptroller, US Air
Force
 Elizabeth McGrath, Assistant Deputy Chief Management Officer (DCMO) &
Performance Improvement Officer, Department of Defense
 J. Anthony Poleo, Comptroller (J-8), Chief Financial Officer, Defense Logistics
Agency
 Jimaye Sones, Chief Financial Executive/Comptroller, Defense Information
Systems Agency (DISA)
 Colonel Troy Clay, Commander, United States Army Finance Command, US Army AS
(FM&C)
 Dick Leach, Auditor General of the Navy, US Naval Audit Service (NAVAUDSVC)
 J.D. Sicilia, Director, Department of Defense Lean Six Sigma Program
Office
 Mark Peterson, Chief Financial Officer & Director, Center for Financial
Management, US Special Operations Command
 Nancy Brown, Comptroller, US Joint Forces Command
Tel: 646-200-7468 Email:
 Barbara A. Sisson, Director, Resources and Analysis, Comptroller, US Central
Command
 Todd L. Schafer, Director of Resources and Assessments, US Southern Command
 Peggy Sherry, Acting Chief Financial Officer, Department of Homeland Security
 Wendy M. Payne, Executive Director, Federal Accounting Standards Advisory
Board (FASAB)
 LCDR Robert E. Hart, Lieutenant Commander, Audit Readiness Planning Team, US
Coast Guard
 Mats Persson, PEO, Enterprise Finance, Business Transformation Agency
 Dr. Nayantara Hensel, Chief Economic Officer, US Navy
 Master Sgt. Michael D. Noble, Comptroller Instruction Section, US Marine Corps
Financial Management School
 Dane Swenson, Director, Strategic Planning and Policy Division, Defense Travel
Management Office (DTMO)
 Diane Morrison, Defense Agencies Initiative Program Manager, Business
Transformation Agency
 Asif A. Khan, Director, Financial Management and Assurance, Government
Accountability Office
Tel: 646-200-7468 Email:
AUDIENCE PROFILE
Who Attends Defense Finance:
Defense Finance brings together the most innovative and forward thinking leaders from
military and civilian personnel as well as private industry. Last year’s event hosted more
than 120 senior finance representatives from across service and Defense agencies.
 Comptrollers  Analysts
 CFOs  Specialists
 Directors  Chiefs
 Program Managers  Secretaries (Assistant, Deputy)
 PEOs
Of the following roles:

 Financial  Resource  Auditing
Management Management  Internal
 Business  Investment Review/Controls
Transformation  Sourcing  Funds
 Accounting  Acquisition  Enterprise
 Budget  Transformation Architecture
 Cost  Performance  Standards
Past Audience Breakdown:

Titles (2008) Department
Director
Program Manager Department of Defense
3% 9% 4% 2%1%
6% Anaylst 8% US Army
33% 34%
6% PEO Federal (Non-DOD)
14%
Comptroller US Navy
CFO US Air Force
6%
Chief US Marine Corps
7% Commander 15% Unified Command
9% 11% 22%
10% Accountant US Coast Guard
Other
Tel: 646-200-7468 Email:
Testimonials From Past Defense Finance Training Conferences:
“The best of its kind that I’ve been to in the last few years. Very well put together.”
- Jean Jackson-Mason, US Navy
“Topics covered on the agenda were not only informative but also thought-provoking. I will
encourage others from my organization to enter Defense Finance on their individual
development plan.”
- Mary L. Beal, US Army
“Obtain up-to-date information regarding DoD finance, specifically upcoming systems, what
they will provide and their benefits.”
- Dianne Johnson, DTMO
“Great learning experience for what’s happening in Defense Finance currently, what
challenges exist, what will be in the future, and how Defense is working to overcome
challenges.”
- Janice Fugler, Savantage Solutions
“This is “The” conference for all financial managers to attend each year. The evolving topics
of finance provide a wealth of knowledge for all.”
- Anthony Garcia, Operational Test & Evaluation
“Excellent information and opportunity to hear from other agencies and service
departments about their successes and challenges.”
- Matt Gurrola, Defense Logistics Agency National Stockpile Center
“Outstanding speakers; interesting topics.”

- Dennis Brooks, US Army Anniston Depot
“Very informative, very comprehensive.”

- Stephen Lipscomb, Government Accountability Office
“Very good. Talked about the best issues for me.”

- Jorge Souto, Brazilian Navy
“Training was excellent. I would recommend that any involved in audit readiness attend.
The networking opportunities are invaluable.”
- Carl Parker, US Naval Audit Service
Tel: 646-200-7468 Email:
ABOUT WORLDWIDE BUSINESS RESEARCH
Corporate Profile:
WORLDWIDE BUSINESS RESEARCH (WBR) is one of the world's leading providers of strategic
business intelligence with 16 offices worldwide. Each year WBR develops over 100 high
quality training conferences through months of first-hand research with the primary market.
http://www.wbresearch.com/
Defense & Federal Government Sector Events at WBR:

We have been involved in the providing training conferences for the Defense & Federal
Government Sectors for 7 years, and are well recognized as a leader in this area. Within our
portfolio of events are the highly respected Defense Logistics, Human Capital Management:
Defense (HCMD) and Human Capital Management: Federal (HCMF) conferences, as well as
the innovative Defense Finance, Performance Based Logistics and Military Health
Management conferences.
WBR Defense & Federal Government Sector Events present the most up-to-date and critical
information and attract the highest level speaking faculty. In 2009-2010 alone, the following
leaders and visionaries will participate as speakers at WBR Defense & Federal Government
Sector Events:
 Lieutenant General Kathleen M. Gainey, Director for Logistics, J-4, The Joint Staff
 Lieutenant General Mitchell H. Stevenson, Deputy Chief of Staff, US Army G-4
 Vice Admiral Alan S. Thompson, Director, Defense Logistics Agency
 Vice Admiral Mark E. Ferguson, III, Chief of Naval Personnel, Deputy Chief of Naval
Operations (Total Force), US Navy
 John Berry, Chief People Person, US Federal Government and Director, US Office of
Personnel Management
 Sallyanne Harper, Chief Administrative Officer and Chief Financial Officer, US
Government Accountability Office
 Linda Jacobs Washington, Assistant Secretary for Administration, US Department of
Transportation
 Janet Murphy, Chief Human Capital Officer, Federal Housing Finance Agency
 Ron Sanders, Chief Human Capital Officer, Office of the Director of National
Intelligence
 Jeffrey Neal, Chief Human Capital Officer, US Department of Homeland Security
 Donald E. Sanders, Acting Chief Human Capital Officer, US Department of Agriculture
 Major General Sean J. Byrne, Commanding General, US Army Human Resources
Command
 Major General Erwin Lessel, Director of Plans, Programs, Requirements and Assessments,
US Air Force AETC/A5/8/9
 Rear Admiral Ronald T. Hewitt, Assistant Commandant for Human Resources, US Coast
Guard
 Ms. Sheryl E. Murray, Assistant Deputy Commandant, Manpower and Reserve Affairs, US
Marine Corps
Tel: 646-200-7468 Email:
 The Honorable Dennis M. McCarthy, Assistant Secretary of Defense for Reserve Affairs, US
Department of Defense
 Ms. Gail H. McGinn, Deputy Under Secretary of Defense for Plans, US Department of
Defense
 Jimaye Sones, Chief Financial Executive/Comptroller, Defense Information Systems
Agency (DISA)
Tel: 646-200-7468 Email:
NEXT STEPS
We will promote your participation in Defense Finance 2010 through a conference brochure
and various marketing avenues. To see the complete final agenda for this year’s event,
please visit:
http://www.DefensefinanceUSA.com
Contact Information:
Please feel free to contact me with any questions, concerns, or suggestions you may have.
The quality of our conferences depends directly on us meeting your specific needs.
Lisa Ringlen, Program Director

Defense Finance 2010
Worldwide Business Research (WBR)
535 5th Avenue, New York, NY 10017
646 200 7468
Tel: 646-200-7468 Email:

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TRANSFORM DEFENSE FINANCE BUSINESS OPERATIONS IN SUPPORT OF THE

SPEAKER INFORMATION PACKET

EVENT EXECUTIVE SUMMARY………………………………………………………………………PAGE

DEFENSE FINANCE 2010 SPEAKER INFORMATION PACKET Page 1

DEFENSE FINANCE 2010 SPEAKER INFORMATION PACKET Page 2

Developed in 2005, the Defense Finance Training Conference focuses on transforming

Presentation Formats Available:

Key Learning Opportunities:

DEFENSE FINANCE 2010 SPEAKER INFORMATION PACKET Page 3

Speaker Benefits Include:

Confirmed Speakers for Defense Finance 2010 Include:

DEFENSE FINANCE 2010 SPEAKER INFORMATION PACKET Page 4

DEFENSE FINANCE 2010 SPEAKER INFORMATION PACKET Page 5

Who Attends Defense Finance:

Of the following roles:

Past Audience Breakdown:

DEFENSE FINANCE 2010 SPEAKER INFORMATION PACKET Page 6

“Outstanding speakers; interesting topics.”

“Very informative, very comprehensive.”

“Very good. Talked about the best issues for me.”

DEFENSE FINANCE 2010 SPEAKER INFORMATION PACKET Page 7

Defense & Federal Government Sector Events at WBR:

DEFENSE FINANCE 2010 SPEAKER INFORMATION PACKET Page 8

DEFENSE FINANCE 2010 SPEAKER INFORMATION PACKET Page 9

Lisa Ringlen, Program Director

DEFENSE FINANCE 2010 SPEAKER INFORMATION PACKET Page 10

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