1. THE 2009
Insights and Ideas to Transform Federal Financial Management
August 12-14, 2009 | Washington, DC
PROGRAM HIGHLIGHTS:
• Link agency budgets with annual performance reports
• Communicate fiscal priorities to executive, legislative and citizen stakeholders
• Manage tight budgets in this new economic landscape
Event Host: Official Media Sponsor:

2. WHO
What is Innovations in SHOULD
Government? ATTEND:
• Financial Managers
The start of the Obama Administration brings with it unprecedented
citizen expectations. The promises of the campaign and the mandate
• Financial Analysts
for change are a call to government managers for transformation. In
this new economic landscape, it is innovations in government that will
• CFOs
deliver results to the American people. InnoGov.org is the platform for
sharing these innovations. • Budget Analysts
• Budget Officers
A product of the leading good government groups, InnoGov.org
is a collection of forums, research and recommendations to bring
• Program Managers
insight and transformation to the federal government. Our goal is
to centralize the importance of performance, accountability and
• Project Managers
transparency in government. Our task is to disseminate the leading
best practices to government managers. Our promise is to help you
build the capacity to serve and defend our citizens.
IT IS
TIME
“Change and reform can’t
just be election-year slogans. They ... to Lead
must become fundamental principles ... to Develop a
Performance-Based
of government.”
Framework for
PRESIDENT BARACK OBAMA Accountability
... to Link Budgets to
Annual Performance
EVENT HOST
Plans
Called “the leading think tank in performance measurement
for government” on OMB’s ExpectMore.gov, The Performance
... for an Objective System
Institute has been a leader in Performance Management
to Evaluate Program
Training and Policy since the 2000 administration transition.
As part of the Performance Coalition, a group of good government associations, the Institute
Success
worked in 2000 to deliver recommendations to the then-new administration on what would
become the President’s Management Agenda. The Performance Institute has published
several research reports regarding performance management initiatives and trains over 10,000
... for Citizen Transparency
government managers per year on performance-based topics. Dedicated to improving citizen
services and taxpayer transparency, the Institute uses a best-practices foundation to deliver the
... for a Meaningful Debate
most effective and tested methodologies for improving performance.
about Our Fiscal
Priorities
OFFICIAL MEDIA SPONSOR
Federal News Radio is a primary source for news and information
about the business of the federal government for federal managers
and contractors. Both on-air and online, WFED explains the
IT IS TIME FOR
complicated world of the federal government and provides the most
CHANGE. ARE
relevant and topical news – in plain language – in a timely and accessible manner. Federal
News Radio can be heard on 1500 AM in the DC Metro, 820 AM in Frederick and worldwide at
YOU READY?
FederalNewsRadio.com.

3. AGENDA
AT-A-GLANCE
Federal Financial Policy Forum
Day One: Wednesday, August 12, 2009
8:30 Conference Registration and Continental Breakfast
9:00 KEYNOTE ADDRESS: Future of Federal Financial Management
10:00 Break and Refreshments
10:15 Improve the Relevance of Financial Reports: Examine the Performance and Accountability Report (PAR) Pilot
11:15 Spotlight on Congress: Examine the American Recovery and Reinvestment Act
12:15 Lunch Break
1:15 Understand the Latest Financial Reporting Guidelines
2:15 Break and Refreshments
2:30 Develop and Monitor a Proper Internal Controls System
3:30 Report Financial Results Clearly and Concisely to Taxpayers
4:30 Day One Adjourns
Day Two: Thursday, August 13, 2009
8:30 Continental Breakfast
9:00 KEYNOTE ADDRESS: Manage Your Budget and Fund Necessary Programs in a Tough Economy
10:00 Break and Refreshments
10:15 Leadership Panel: Implement Shared Services to Cut Costs and Improve Taxpayer Services
11:15 Spotlight on Congress: Defend Your Program’s Funding with Clear Performance Reporting
12:15 Lunch Break
1:15 Examine Requirements for Auditing Financial Statements
2:15 Break and Refreshments
2:30 Discover Strategies to Minimize Improper Payments and Prevent Loss of Dollars
3:30 Create Relevant, Timely and Accurate Financial Performance Information
4:30 Conference Adjourns
Day Three: Friday, August 14, 2009
8:30 Workshop Registration and Continental Breakfast
9:00 Workshop A: Performance-Based Budgeting Workshop B: Develop a Performance and
Accountability Report (PAR)
12:00 Lunch Break
1:00 Workshops Continue
4:00 Workshops Adjourn
www.InnoGOV.org

4. DAY
ONE
Wednesday, August 12, 2009
8:30
Conference Registration and Continental Breakfast
9:00
KEYNOTE ADDRESS: Future of Federal Financial Management
The weakened state of the economy brings with it a new challenge to government to find innovative ways
to manage its money and show citizens it is transparent and accountable. With a new Administration, and a
new party, in the White House, there will be new financial mandates and regulations designed to streamline
processes, eliminate waste and ensure accuracy in financial reporting. This keynote will shed light on the future
of federal financial management and what your agency should expect moving forward.
10:00
Break and Refreshments
10:15
IMPROVE THE RELEVANCE OF FINANCIAL REPORTS: Examine the Performance and
Accountability Report (PAR) Pilot
Performance and accountability – two words that are fundamental if government wants to achieve success and
citizen trust. Each year, federal departments and agencies are required to submit financial reports within 45 days of
the end of the fiscal year. These reports are often cumbersome, some being more than 400 pages, which makes it
nearly impossible for citizens to easily understand them. In 2007, the Office of Management and Budget enacted a
pilot program to test a way agencies could report their performance information in a more effective way than PAR.
The new form consists of only three sections which are streamlined to present highlights of each agency’s financial
position. This session will examine the PAR Pilot program and how it will be used in the future of federal financial
reporting and making financial data transparent to citizens.
11:15
SPOTLIGHT ON CONGRESS: Examine the American Recovery and Reinvestment Act
In February President Barack Obama signed the American Recovery and Reinvestment Act, which sent an
unprecedented amount of money into the United States economy. Created to pull the country out of the recession,
the Act was designed to create or save over 3.5 billion jobs, invest $150 billion in new infrastructure and provide
an $800 “Making Work Pay” tax credit to 129 million working households. Obama promised the $787 billion
Recovery Act would “require unprecedented levels of transparency, oversight and accountability.” Months after its
implementation, has the Recovery Act succeeded in its mission? This session will focus on the provisions of the
Recovery Act, what it has accomplished and whether or not its beneficiaries have been transparent in their spending.
12:15
Lunch Break
www.InnoGOV.org

5. DAY
ONE CONTINUED
Wednesday, August 12, 2009
1:15 3:30
Understand the Latest Financial Report Financial Results Clearly and Concisely
Reporting Guidelines to Taxpayers
Congress has entrusted your organization to manage The American Recovery and Reinvestment Act sent an
and spend citizen tax dollars in an effective, useful and unprecedented amount of taxpayer dollars into federal
meaningful way. Accurate and clear financial reporting is agencies. It has been said that with great power comes
key in ensuring that your agency is achieving the highest great responsibility, and nowhere is that more true
level of financial performance and is a critical service to than in how stimulus recipients spend their dollars. It is
your organization and the public. imperative that your organization clearly and accurately
communicates financial results to taxpayers.
• Evaluate the importance of communicating relevant,
timely and accurate information within and outside • Ensure the performance information that you report is
the agency relevant and reliable
• Streamline the reporting process in order to produce • Develop key reporting strategies for effectively
quality accelerated financial reports communicating performance information
• Utilize financial reports for informed decision making • Examine ways to have an open, two-way dialogue
with taxpayers
2:15
Break and Refreshments 4:30
Day One Adjourns
2:30
Develop and Monitor a Proper Internal
Controls System
Federal agencies are continuously seeking ways to
improve their program performance and efficiency. A key
element in achieving outcomes is to develop, implement
and monitor an internal control system. Since Federal
agencies are working with tight budgets, an internal
control system ensures that every dollar is being spent in
the most efficient way and that agency managers know
“This conference has
where money is going. Internal controls guarantees that
even when programs change and environments shift, an
extremely knowledgeable
agency can still achieve success in program areas.
presenters.”
• Establish effective internal controls that will lead to
effective and efficient operations
• Ensure reliability in your financial reporting and DIANE GELBURD, Director, Operations
compliance with all applicable laws and regulations
Management and Oversight Division, National
• Examine the five areas of a control and how to apply Resources Conservation Service
them to your agency
Daniel Fletcher
Deputy Chief Financial Officer
Department of the Interior
www.InnoGOV.org

6. DAY
TWO
Thursday, August 13, 2009
8:30
Continental Breakfast
9:00
KEYNOTE SESSION: Manage Your Budget and Fund Necessary Programs in a Tough Economy
With a national debt of $10.9 trillion and the necessity of a $787 billion economic stimulus bill designed to bring the
United States out of the recession, it is safe to say these are tough economic times. Although budgets are tight
and funding is often hard to come by, taxpayers still demand results. With increased competition for resources, it is
imperative that your organization take initiative in developing better financial practices. This keynote will equip you
with resources to create new and more efficient ways to manage your budget and fund programs.
10:00
Break and Refreshments
10:15
LEADERSHIP PANEL: Implement Shared Services to Cut Costs and Improve Taxpayer Services
Agency leaders are being asked to work together to root out redundancy and improve information sharing and the
use of common assets to minimize wasteful duplication. Shared services are proven to reduce costs and increase
efficiency and taxpayer services. The new Administration brings heightened emphasis on shared services and their
ability to reduce waste and increase transparency and accountability. This leadership panel will feature best practice
examples on implementing shared services.
11:15
SPOTLIGHT ON CONGRESS: Defend Your Program’s Funding with Clear Performance Reporting
Federal programs on are on the line to either receive future funding or be cut entirely. With a new administration
in the White House, federal agencies have a great opportunity to build Congressional relationships that foster
communication, leading to better results. Agency executives must work to develop an effective strategy for obtaining
and acting on congressional views on what to measure, how to measure it and how to best present this information
to a congressional audience.
12:15
Lunch Break
www.InnoGOV.org

7. DAY
TWO CONTINUED
Thursday, August 13, 2009
1:15 3:30
Examine Requirements for Auditing Create Relevant, Timely and Accurate
Financial Statements Financial Performance Information
When you are the recipient of public dollars, it is Collecting data is an easy task – it is determining
imperative that your financial statements are exact. With what to collect and how to collect it that is sometimes
the United States in a recession, it is vital that money is daunting. Creating relevant, timely and accurate financial
spent wisely and that financial statements are accurate. performance information ensures your organization can
In order to assess the true financial position of your make solid financial decisions. During this session you will
organization, your financial statements must be audited learn to create useful financial performance information to
to meet Office of Management and Budget guidelines. make performance-based management decisions.
• Understand the OMB’s recent amendments to • Determine the essential steps to ensure the quality of
Bulletin No. 07-04: Audit Requirements for Federal your data
Financial Statements • Develop well written goals, objectives and measures
• Determine if your financial reports reflect the true • Understand the advantages and disadvantages of
financial position of your organization various data sources
• Provide evidence that your organization has a sound
financial reporting system in place
4:30
Conference Adjourns
2:15
Break and Refreshments
2:30
“This conference was very
Discover Strategies to Minimize Improper
Payments and Prevent Loss of Dollars
informative. The information
“There is solid evidence that each dollar spent on program
integrity… yields $1.60 in savings and reduced erroneous
was applicable to my job and
payments,” said Peter Orszag, Director of the Office
of Management and Budget. At this time of economic
was easy to comprehend.”
uncertainty and budget constraints, it is imperative that
every dollar you spend is spent wisely and accurately.
Minimizing improper payments is key to preventing loss of VIRGINIA REAGAN, Systems Accountant,
dollars and saving your organization money.
Environmental Protection Agency
• Understand the benefits of recovery audit contractors
• Examine why reducing erroneous payments in your
agency is key to financial success
• Learn how to effectively analyze the money saved
through ending erroneous and improper payments
www.InnoGOV.org

8. POST-
CONFERENCE
WORKSHOPS
Friday, August 14, 2009
Workshops are designed to be an interactive way for participants to learn the latest management techniques in order
to implement them in their workplace. The workshops provide a platform to learn practical applications of current
best practices. Space in these comprehensive workshops is limited, so be sure to reserve your seat today.
8:30
Workshop Registration and Continental Breakfast
9:00
WORKSHOP A: Performance-Based Budgeting
The Office of Management and Budget mandates that all agencies base their budgets on program performance.
The best way to meet that mandate is by integrating your agency’s budget and your performance measures. This
workshop provides a concrete approach to link resources to results through performance budgeting. It begins with
a review of federal guidance for performance budgeting and examples from several relevant programs. Institute
experts will walk you through the process of formulating a budget based on end-outcomes, the result of which is the
alignment of performance and costs of a program into a formal budget justification.
What You Will Learn:
• Understand the key components for formulating, justifying and executing a performance-based budget
• Understand what drives the budget process in the public sector—and how performance-based budgeting improves
on those drivers
• Create a Performance-Based Budget: A seven- step process to integrate performance and budget information
WORKSHOP B: Develop a Performance and Accountability Report (PAR)
Each year, federal departments and agencies are required to submit financial reports within 45 days of the end of the
fiscal year. These are called Performance and Accountability Reports (PAR) and they allow the President, Congress
and the Office of Management and Budget to see where and how federal organizations are spending their money. At
this workshop, you will learn how to develop a clear and concise PAR report to communicate financial information.
• Learn how to effectively communicate financial information in your Performance and Accountability Report
• Evaluate best practice Performance and Accountability Reports
• Identify areas for improvement in your Performance and Accountability Report
12:00
Lunch Break
“There is solid evidence that each
1:00
dollar spent on program integrity… yields
Workshops Continue
$1.60 in savings and reduced erroneous
4:00
Workshops Adjourn
payments.”
PETER ORSZAG, Director, Office of Management and Budget
www.InnoGOV.org

9. Bring Training to Your Agency
One of the more popular vehicles for accessing the Institute’s educational
offerings is the delivery of on-site trainings and management facilitations.
Bringing a training or facilitation in-house gives you the opportunity to
customize a program that addresses your exact challenges and provides a
To ensure professional success,
more personal learning experience, while virtually eliminating travel expenses.
you must continually expand your
Whether you require training for your department or for an organization-wide
skills and education. The bar
initiative, the advanced learning methods employed by The Performance
has been raised in government
Institute will create an intimate training atmosphere that maximizes knowledge
agencies and organizations, and
transfer to enhance the talent within your organization.
managers want to hire, promote
and work with the most skilled
CUSTOMIZATION
individuals possible.
We realize that not all obstacles can be overcome by applying an “off-the-
shelf solution.” While many training providers will offer you some variation of To address this need, the Institute
their standard training, The Performance Institute’s subject matter experts offers a Certificate in Government
will work with you and your team to examine your programs and determine Performance Management. Attend
your exact areas of need. The identification of real life examples will create a the three “core” courses and an
learning atmosphere that resonates with participants while at the same time additional three “elective” courses
providing immediate return on your training investment. Using interactive based on the topics that meet your
exercises that employ actual projects or scenarios from your organization, agency’s unique needs. The skills you
instructors can address specific challenges and align the curriculum of acquire will then be used to complete
each session to your objectives. While the majority of on-site trainings are a “capstone project” on a particular
focused on smaller groups, The Performance institute also has the ability issue that you and our department
to accommodate organizational-wide training initiatives. Utilizing multiple are facing, which will then be
instructors, The Institute has the capacity to deliver courses to groups of up to evaluated by an expert member of
300 participants per day. our staff.
AREAS OF EXPERTISE Benefits of Certification:
On-site delivery of single courses, certification programs and entire
ADVANCE YOUR CAREER
packages of specialized courses are available in the following areas:
Education and professional
• Strategic Planning certification are becoming necessary
• Performance Measurement for promotion and requirements for
coveted positions. In the Certified
• Project Management
Government Performance Manager
• Lean Six Sigma
program, you will acquire the skills
• Workforce Management and tools to make you the lead
• Performance-Based Budgeting performance management resource
for your organization.
• Performance-Based Contracting
• Performance Reporting MEET NEW CERTIFICATION
REQUIREMENTS To hold a position
• Program Evaluation
as a performance manager in
• Administrative Management
government you must demonstrate
• Leadership and Change
compliance with new skills sets
required by OMB and Congress.
For more information about in-house training options available to you, Receiving your certificate is one key
please contact Jennifer Mueller at 703-894-0481 x 217 or email her at way to demonstrate your skills.
Mueller@PerformanceWeb.org.
CUSTOMIZE A PROGRAM TO
FIT YOUR NEEDS Working with
Institute training managers, you can
select courses that will have direct
application and impact to your work.
For more information about
certification, please contact
Damian Wingate at 703-894-0481
or email him at
Wingate@PerformanceWeb.org

10. LOGISTICS &
REGISTRATION
Venue: Tuition:
The Federal Financial Policy Forum will be held at The Performance The tuition rate for the Federal Workforce Policy Forum is
Institute in Arlington, VA, just one block east of the Courthouse as follows:
Metro stop on the Orange Line. A public parking garage is located
Offerings for On-site Early Bird Regular
just inside of the building.
Government Rate* Rate
Employees
The Performance Institute
1515 North Courthouse Rd., Suite 600 Policy Forum $899 $699 $799
Arlington, VA 22201
Workshop A: Full-Day $650 $550 $599
703-894-0481
Workshop
www.PerformanceWeb.org
Workshop B: Full-Day $650 $550 $599
Workshop
Hotel:
A limited number of rooms have been reserved at the Arlington Offerings for Private On-site Early Bird Regular
Rosslyn Courtyard by Marriott at the prevailing rate of $165 until Sector Employees Rate* Rate
July 11. This rate is based on the Government Per Diem and is
Policy Forum $1,299 $999 $1,099
subject to change. Please call the hotel directly and reference code
Workshop A: Full-Day $850 $750 $799
“Federal Financial Policy Forum” when making reservations to get
Workshop
the discounted rate. The hotel is conveniently located three blocks
from the Rosslyn Metro station. Please ask the hotel about a Workshop B: Full -Day $850 $750 $799
complimentary shuttle that is also available for your convenience. Workshop
*For the Early Bird Rate, register before June 3, 2009
Arlington Rosslyn Courtyard by Marriott
1533 Clarendon Blvd.
Group Discounts:
Arlington, VA 22209
Phone: 703-528-2222 For more information on group discounts for the Federal Financial
Phone: 1-800-321-2211 Policy Forum, please contact Damian Wingate at 703-894-0481 x
www.courtyardarlingtonrosslyn.com 228 or email him at Wingate@PerformanceWeb.org
Cancellation Policy Quality Assurance
For live events: The Performance Institute will provide a full refund less $399 The Performance Institute strives to provide you with the most productive and
administration fee for cancellations four weeks before the event. If cancellation occurs effective educational experience possible. If after completing the course you feel there
within two weeks prior to conference start date, no refund will be issued. Registrants is some way we can improve, please write your comments on the evaluation form
who fail to attend and do not cancel prior to the event will be charged the entire provided upon your arrival. Should you feel dissatisfied with your learning experience
registration fee. and wish to request a credit or refund, please submit it in writing no later than 10
business days after the end of the training to:
For webinars: The Performance Institute will provide a full refund less $50
administrative fee for cancellations four weeks before the event. If cancellation The Performance Institute: Quality Assurance
occurs within two weeks prior to conference start date, no refund will be issued. 1515 N. Courthouse Road, Suite 600
Registrants who fail to attend and do not cancel prior to the meeting will be charged Arlington, VA 22201
the entire registration fee.
Note: As speakers are confirmed six months before the event, some speaker
All the cancellation requests need to be made online. Your confirmation email contains changes or topic changes may occur in the program. The Performance Institute is
links to modify or cancel registrations. Please note that the cancellation is not final until not responsible for speaker changes, but will work to ensure a comparable speaker is
you receive a written confirmation. located to participate in the program.
Payment must be secured prior to the conference. If payment is not received by If for any reason The Performance Institute decides to cancel this conference, The
the conference start date, a method of payment must be presented at the time of Performance Institute accepts no responsibility for covering airfare, hotel or other
registration in order to guarantee your participation at the event. costs incurred by registrants, including delegates, sponsors and guests.
Discounts
• All ‘Early Bird’ Discounts must require payment at time of registration and before the cut-off date in order to receive any discount.
• Any discounts offered whether by The Performance Institute (including team discounts) must also require payment at the time of registration.
• All discount offers cannot be combined with any other offer.
• Discounts cannot be applied retroactively
www.InnoGOV.org

11. LOGISTICS &
Registration Form for the
REGISTRATION
Federal Financial Policy Forum
TO REGISTER
Call 703-894-0481
Fax this form to: 703-894-0482 or
Visit www.InnoGOV.org
Yes! Register me for the Federal Financial Policy Forum
InnoGOV
Yes! Register me for the Federal Financial Policy Forum
and Workshop (choose one) A B
Sponsorship
Please call me. I am interested in a special group discount for
my team
As a public policy think tank
NAME TITLE
and training provider, The
Performance Institute is an expert
ORGANIZATION DEPT.
in bringing together leaders to
share and discuss best practices
ADDRESS
and innovations. We connect
decision-makers with respected
CITY STATE ZIP
solution providers.
InnoGOV.org offers several
TELEPHONE FAX
sponsorship options:
• Policy Forums
EMAIL
• Deluxe Event Sponsor
Method of Payment:
Check • Event Sponsor
Credit Card
• Premium Exhibit Booth Sponsor
Purchase Order/Training Form
• Exhibit Booth Sponsor
• Tote Bag Sponsor
CARD NUMBER
• Lanyard Sponsor
• Insight Breakfasts
EXP DATE 3 DIGIT CARD VERIFICATION #
• Insight Webinars
NAME ON CARD
• The 2009 Government
Performance Summit
BILLING ZIP CODE
For more information on
Please make checks payable to: The Performance Institute
sponsorships or to get started,
Note: Payment must be secured prior to the forum. If payment is not received by the forum
contact Jessica Ward at
start date, a method of payment must be presented at the time of registration in order to
guarantee your participation at the event.
703-894-0481 x 215 or
Ward@PerformanceWeb.org
Priority Code: P901-WEB

12. INNOGOV’S
CALENDAR OF EVENTS
POLICY FORUMS INSIGHT BREAKFASTS
The 2009 Federal Performance Policy Forum Performance Management for
Insights and Ideas to Transform Federal Program Management Intelligence: Unique Challenges in
May 6-8, 2009 | Arlington, VA Defining Outcomes and Measures
June 30, 2009 | 8-10 AM | Arlington, VA
Program Highlights:
• Develop a performance-based framework to achieve program outcomes The Acquisition Workforce:
Defining the Job Requirements
• Apply an objective evaluation system to measure success
and Competencies of the Future
• Link program results to fiscal priorities for taxpayer transparency
Contractor Workforce
Designed for: Strategic Planning Directors, Program Managers, Program Analysts, July 23, 2009 | 8-10 AM | Arlington, VA
Directors, Commanders, Chiefs of Staff, Budget Officers, Performance Evaluators
Labor Relations: Balancing the Rights
of Union Members and the Public
The 2009 Federal Workforce Policy Forum
Interest
Insights and Ideas to Transform the Federal Workforce
August 27, 2009 | 8-10 AM |
June 10-12, 2009 | Arlington, VA
Arlington, VA
Program Highlights:
• Strengthen organizational capacity through strategic recruitment,
INSIGHT WEBINARS
development and retention
• Determine the correct balance of contracted versus government-performed work
Process Improvement: Utilizing Lean
• Promote improved learning, communication and collaboration
Six Sigma and Project Management
throughout government
for Dramatic Improvements in Costs,
Designed for: Chief Human Capital Officers, Human Capital Planning Staff, Efficiency and Quality
Human Resources Managers, Personnel, Workforce Planning Managers, May 20, 2009 | 12 PM
Staffing Directors, Training Officers
Planning and Budgeting for DoD:
The 2009 Federal Technology Policy Forum Applying a Strategic, Risk-based
Insights and Ideas to Transform Federal IT Framework to Determine Priorities
July 15-17, 2009 | Arlington, VA June 23, 2009 | 12 PM
Program Highlights:
IT Security: Managing the Delicate
• Emphasize the central role of technology to achieve citizen transparency
Balance between Information
and satisfaction
Security and Citizen Transparency
• Develop and maintain a collaborative, efficient and secure infrastructure August 19, 2009 | 12 PM
• Utilize new technology to promote an ongoing dialogue between citizens
and their government
Designed for: Chief Technology Officers, Chief Information Officers, IT
Managers, IT Directors
THE 2009 GOVERNMENT PERFORMANCE SUMMIT
Innovations in Government to Deliver Results to the American People
September 23-25, 2009 | Washington, DC
The Eleventh Annual Summit Features insights for program, budget, workforce, finance, IT and acquisition managers. Coming
soon to GovernmentPerformance.org.