Event summary

May 29, 2018 - May 31, 2018

9:00 a.m. ET - 5:00 p.m. ET

USPTO Headquarters

600 Dulany Street

Madison Auditorium and Lower Atrium

Alexandria, VA 22314

Add to Calendar2018-05-29 09:00:002018-05-29 09:00:00Department of Commerce Financial Management Training Building Commerce's Financial Management Future Maximizing Information for Decision Making Managing Resources to Achieve Commerce Goals Leveraging Best Practices Investing in Individual and Organizational Performance Opportunities Department of Commerce 2018 Financial Management Training US Patent and Trademark Office, Alexandria, VA May 29 - 31, 2018 Attendees of the DOC 2018 Financial Management Training (Photo by Michael A. Cleveland) Tuesday, May 29 Time Topic Principal (s) 9-9:30 a.m. Registration/Meet and Greet 9:35-9:40 a.m. Safety and Location Announcements Tom Hellmer, USPTO 9:40-9:50 a.m. Welcoming Remarks Lisa Casias, Acting Chief Financial Officer and Assistant Secretary for Administration 9:50-10:30 a.m. OIG Perspective Douglas Holt, Executive Director, CIGIE 10:45-11:35 a.m. Functional Training Breakout Session 1 Randolph Conference Center Randolph Lecture Hall Knox Conference Center Remsen Conference Center GIPA - Paris/Berne The Federal Budget Outlook Budget Execution What's in Financial Accounts for Non-Accountants Best Practices in Building a Succession Plan Data Visualization 11:45 a.m.- 12:30 p.m. Department of Commerce Priorities Karen Dunn Kelley, Under Secretary for Economic Affairs, performing the non-exclusive duties of the Deputy Secretary Earl Comstock, Director, Office of Policy and Strategic Planning 12:30-1:30 p.m Lunch 1:30-2:25 p.m. Functional Training Breakout Session 2 Randolph Lecture Hall Randolph Conference Center Knox Conference Center Remsen Conference Center GIPA - Paris/Berne Budget Formulation Utilizing MAX for Budget Formulation and Execution Fund Balance with Treasury Linking People and Processes through Unexpected Best Practices Women Who Lead in our DOC Financial Management Community 2:35-3:20 p.m. President's Management Agenda Margaret Weichert, OMB's Deputy Director for Management 3:30-4:00 p.m. Social Networking with Refreshments Wednesday, May 30 Time Topic Principal (s) 9-9:15 a.m. Day 2 Overview and Announcements 9:15-10:30 a.m. Reality Based Rules in the Workplace Ana Dorr, Director of Hispanic Programs 10:45 a.m.-12 p.m. Functional Networking Breakout Sessions GIPA - Paris/Berne GIPA - Singapore Knox Conference Center Remsen Conference Center Jefferson Conference Center Budget Execution and Formulation Performance and Risk Management Accounting A/P and A/R Financial Reporting and Property Financial Systems, Travel and Internal Controls 12-1 p.m. Lunch 1:15-2:05 p.m. Functional Training Breakout Session 3 GIPA - Singapore GIPA - Paris/Berne Knox Conference Center Remsen Conference Center Jefferson Conference Center Randolph Lecture Hall Budget Analyst Skills OMB Circular A-123 Modernizing Financial Operations Enterprise Services Travel Policy: Best Practices More Reality Based Rules in the Workplace: No Ego 2:05-2:35 p.m. Break with refreshments 2:45-3:45 p.m. Evolving Role of CFO and CFO Organization in Government Ann M. Ebberts, CEO of AGA 3:45-4:45 p.m. Leadership Speaker Karen Durham-Aguilera, Executive Director Army National Military Cemeteries 4:45-5 p.m. Wrap Up Day 1 and 2 Thursday, May 31 Time Topic Principal (s) 9-9:15 a.m. Day 3 Overview and Announcements 9:15-10:15 a.m. OCFO Employee Development in the New Work Environment Erik Edlund, CEB/GARTNER 10:30-11:20 a.m. Employee Development Breakout Session 1 GIPA - Paris/Berne Randolph Lecture Hall Jefferson Conference>Knox Conference Strengthening the Department’s Financial Management Workforce Building a Winning Culture in Government Becoming a Better Coach The Ideal Team Player 11:30 a.m-12:30 p.m. Employee Development Breakout Session 2 GIPA - Paris/Berne GIPA - Singapore/Venice Jefferson Conference Knox Conference Randolph Lecture Hall Strengthening the Department’s Financial Management Workforce Communication across levels of Budgeting: Best practices, challenges, and dos and don’ts Mentoring Discussion Panel Understanding the Multi-Generational Workplace Management Practices to Improve Employee Satisfaction 12:30-1:30 p.m. Lunch 1:30-2:15 p.m. Leadership Panel: "Keys to Success" Joanne Crane, CFO Census Jon Alexander, Deputy Director OS/OFM/OFMS Greg Brown, CFO/CAO EDA Cherish Johnson, CFO/CAO NESDIS 2:15-2:45 p.m. Transforming Stress into Well-Being Stacey Guenther, PCC, MSOD; Leadership Coach and Consultant 2:45-3 p.m. Wrap Up Day 3 and Closing Remarks DOC FM Training - USPTO Directions and Information DOC FM Training Directions and Information [MS Word] Contact DoCFMTraining@USPTO.GOV with any questions or to request additional information about the DoC Financial Management Training. USPTO Headquarters 600 Dulany Street Madison Auditorium and Lower Atrium Alexandria, VA 22314 United States USPTO Headquarters 600 Dulany Street Madison Auditorium and Lower Atrium Alexandria, VA 22314 United States USPTO HeadquartersAmerica/New_Yorkpublic

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Department of Commerce Financial Management Training

Building Commerce's Financial Management Future

Maximizing Information for Decision Making
Managing Resources to Achieve Commerce Goals
Leveraging Best Practices
Investing in Individual and Organizational Performance Opportunities

Department of Commerce

2018 Financial Management Training

US Patent and Trademark Office, Alexandria, VA

May 29 - 31, 2018

Group photo of attendees at DOC financial management training — Attendees of the DOC 2018 Financial Management Training (Photo by Michael A. Cleveland)

Tuesday, May 29

Time

Topic

Principal (s)

9-9:30 a.m.

Registration/Meet and Greet

9:35-9:40 a.m.

Safety and Location Announcements

Tom Hellmer, USPTO

9:40-9:50 a.m.

Welcoming Remarks

Lisa Casias, Acting Chief Financial Officer and Assistant Secretary for Administration

9:50-10:30 a.m.

OIG Perspective

Douglas Holt, Executive Director, CIGIE

10:45-11:35 a.m.

Functional Training Breakout Session 1

Randolph Conference Center	Randolph Lecture Hall	Knox Conference Center	Remsen Conference Center	GIPA - Paris/Berne
The Federal Budget Outlook	Budget Execution	What's in Financial Accounts for Non-Accountants	Best Practices in Building a Succession Plan	Data Visualization

11:45 a.m.-
12:30 p.m.

Department of Commerce Priorities

Karen Dunn Kelley, Under Secretary for Economic Affairs, performing the non-exclusive duties of the Deputy Secretary
Earl Comstock, Director, Office of Policy and Strategic Planning

12:30-1:30 p.m

Lunch

1:30-2:25 p.m.

Functional Training Breakout Session 2

Randolph Lecture Hall	Randolph Conference Center	Knox Conference Center	Remsen Conference Center	GIPA - Paris/Berne
Budget Formulation	Utilizing MAX for Budget Formulation and Execution	Fund Balance with Treasury	Linking People and Processes through Unexpected Best Practices	Women Who Lead in our DOC Financial Management Community

2:35-3:20 p.m.

President's Management Agenda

Margaret Weichert, OMB's Deputy Director for Management

3:30-4:00 p.m.

Social Networking with Refreshments

Wednesday, May 30

Time

Topic

Principal (s)

9-9:15 a.m.

Day 2 Overview and Announcements

9:15-10:30 a.m.

Reality Based Rules in the Workplace

Ana Dorr, Director of Hispanic Programs

10:45 a.m.-12 p.m.

Functional Networking Breakout Sessions

GIPA - Paris/Berne	GIPA - Singapore	Knox Conference Center	Remsen Conference Center	Jefferson Conference Center
Budget Execution and Formulation	Performance and Risk Management	Accounting A/P and A/R	Financial Reporting and Property	Financial Systems, Travel and Internal Controls

12-1 p.m.

Lunch

1:15-2:05 p.m.

Functional Training Breakout Session 3

GIPA - Singapore	GIPA - Paris/Berne	Knox Conference Center	Remsen Conference Center	Jefferson Conference Center	Randolph Lecture Hall
Budget Analyst Skills	OMB Circular A-123	Modernizing Financial Operations	Enterprise Services	Travel Policy: Best Practices	More Reality Based Rules in the Workplace: No Ego

2:05-2:35 p.m.

Break with refreshments

2:45-3:45 p.m.

Evolving Role of CFO and CFO Organization in Government

Ann M. Ebberts, CEO of AGA

3:45-4:45 p.m.

Leadership Speaker

Karen Durham-Aguilera, Executive Director Army National Military Cemeteries

4:45-5 p.m.

Wrap Up Day 1 and 2

Thursday, May 31

Time

Topic

Principal (s)

9-9:15 a.m.

Day 3 Overview and Announcements

9:15-10:15 a.m.

OCFO Employee Development in the New Work Environment

Erik Edlund, CEB/GARTNER

10:30-11:20 a.m.

Employee Development Breakout Session 1

GIPA - Paris/Berne	Randolph Lecture Hall	Jefferson Conference>	Knox Conference
Strengthening the Department’s Financial Management Workforce	Building a Winning Culture in Government	Becoming a Better Coach	The Ideal Team Player

11:30 a.m-12:30 p.m.

Employee Development Breakout Session 2

GIPA - Paris/Berne	GIPA - Singapore/Venice	Jefferson Conference	Knox Conference	Randolph Lecture Hall
Strengthening the Department’s Financial Management Workforce	Communication across levels of Budgeting: Best practices, challenges, and dos and don’ts	Mentoring Discussion Panel	Understanding the Multi-Generational Workplace	Management Practices to Improve Employee Satisfaction

12:30-1:30 p.m.

Lunch

1:30-2:15 p.m.

Leadership Panel: "Keys to Success"

Joanne Crane, CFO Census
Jon Alexander, Deputy Director OS/OFM/OFMS
Greg Brown, CFO/CAO EDA
Cherish Johnson, CFO/CAO NESDIS

2:15-2:45 p.m.

Transforming Stress into Well-Being

Stacey Guenther, PCC, MSOD; Leadership Coach and Consultant

2:45-3 p.m.

Wrap Up Day 3 and Closing Remarks

DOC FM Training - USPTO Directions and Information

DOC FM Training Directions and Information [MS Word]
Contact DoCFMTraining@USPTO.GOV with any questions or to request additional information about the DoC Financial Management Training.