AGA Corporate Partner Advisory Group (CPAG) Update 76 Partners Strong! May 7, 2009 www.agacgfm.org 1 Meeting Agenda I. CPAG Business Meeting CPAG Mission and Role in AGA Events and Activities Research Projects Update Get Involved II. CPAG Presentations A Message from AGA’s National President AGA Update from AGA’s Executive Director Get to Know Your Fellow Corporate Partner Guest Speaker with Q&A 2 I. CPAG Business Meeting 3 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. 4 CPAG Leadership 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 Susan Fritzlen AGA Deputy Executive Director of Programs Anna D. Gowans Miller, MBA, CPA AGA Director of Research 5 Professional Membership Roster May 2009 (42) Accenture KPMG LLP Acuity Consulting Inc – NEW! LMI Altum Management Concepts American Appraisal Associates MasterCard Bank of America Mayer Hoffman McCann P.C. BearingPoint Microsoft Booz Allen Hamilton Miracle Systems LLC BroadPoint Technologies MorganFranklin CACI Oracle CGI Federal Potomac Forum Ltd. Clifton Gunderson LLP PwC LLP Cognos an IBM Company Reznick Group CSC SAP Deloitte. Savantage Delta Solutions & Technologies T. Curtis & Company Ernst & Young Teradata Federal Management Systems Inc Unisys Graduate School USDA VISA Grant Thornton LLP Watkins Meegan Govt Svcs LLC IBM Williams Adley & Co LLP Kearney & Company WithumSmith+Brown 6 Sustaining Membership Roster May 2009 (34) ACL Services Lionel Henderson & Co Inc AOC Solutions Mandex Inc Approva MIL Corporation Allmond and Company – NEW! Noetix Corporation Audimation Oversight Systems Catapult Consultants LLC Pragmatics CCH SAS Cherry Bekaert & Holland SofTec Solutions Cotton and Company SPSS Crowe Horwath STG Inc Daston Corp TeraThink – NEW! Dynamic Access Systems The Network EAM Inc, Mosley & Assoc Thompson, Cobb, Bazilio & Assoc. Gleim Publications Inc Thomson Reuters Grantium Vanguard Advisors LLC GreenTree Group VISTA Integrated Business Consulting - NEW! Key & Associates 7 CPAG Role in AGA Corporate commitment to AGA's mission Thought leadership Professional staff resources Financial support for programs, research and events 8 CPAG Events and Activities Monthly Access Dinners December 9th – Doug Webster (Dept of Labor) January 6th – Clay Johnson (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 (OMB) 9 CPAG Events and Activities Major Events National Leadership Conference February 19 – 20, 2009 - Washington, D.C. Professional Development Conference June 21 – 24, 2009 – New Orleans, LA Internal Control & Fraud Conference September 16 – 17, 2009 – Washington, D.C. National Performance Management Conference November 5 – 6, 2009 – Seattle, WA 10 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. CPAG Breakfast featuring Gene Dodaro – April 8, 2009 – Washington, D.C. CEAR Awards Black Tie Dinner May 20, 2009 – Washington, D.C. – 2 spots per Corporate Partner NEW! CPAG Breakfast featuring Ed DeSeve – June 4, 2009 – Washington, D.C. All Hands Meetings - Quarterly 11 CPAG Research Projects Most Recently Completed Projects • Performance Based Management - #20 Sponsor: Cooperative Project with Grant Thornton, IBM and SAS • Procuring Audit Services in Government - #19 Sponsor: Kearney & Company • Grants Management: How XBRL Can Help - #18 Sponsor: BearingPoint • Characteristics of Effective Audit Committees in Federal, State and Local Governments - #17 Sponsor: KPMG LLP 12 CPAG Research Projects Most Recently Completed Projects (cont’d) • XBRL and Public Sector Financial Reporting: Standardized Business Reporting: The Oregon CAFR Project - #16 Sponsor: PwC • SAS 70 Reports: Are They Useful and Can They Be Improved? - #15 Sponsor: Ernst & Young 13 CPAG Research Projects Current Projects • Annual CFO Survey Sponsor: Grant Thornton LLP • Trends in Technology – 2009 Update Sponsor: CSC • How Managerial Cost Accounting Can be Useful to Program Managers and Decision Makers – Success Stories Sponsor: MIL Corporation • Managing Risk in Times of Crisis: Accounting and Control Considerations for Recovery Act Programs Sponsor: Kearney & Company • Use of Performance Management Techniques in State an d Local Governments 14 Sponsor: Crowe CPAG Research Benefits of Sponsorship • Article is published in AGA’s 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 AGA’s website • Potential collaboration on books, white papers • Report electronically distributed to members via Topics e-newsletter 15 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 16 II. CPAG Presentations 17 Message from the National President Samuel T. Mok, CGFM, CIA AGA National President 18 AGA Update Relmond Van Daniker, DBA, CPA Executive Director Advancing Government Accountability • Service – Citizen-Centric Reporting • Accountability • Certification • Education and Research 19 Get To Know Your Fellow Corporate Partner Integrated Business Consulting LLC • Tim Spadafore – Vice President TeraThink • Doug Davidson – Vice President 20 CPAG Guest Speaker Jennifer Main Chief Financial Officer, Office of Financial Stability U.S. Department of the Treasury 21 AGA Online www.agacgfm.org 22