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  • Walter E. Washington Convention Center 801 Mount Vernon Place NW, Washington, DC 20001 (map)
  • 801 Mount Vernon Place Northwest
  • Washington, DC, 20001
  • United States
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Join AGA and AFFIRM in Washington for this free* educational event and listen to an insightful dialogue on the intersection of policies and management issues that impact CFOs and CIOs and how they are working together to improve efficiency and transparency, reduce risk and strengthen their workforce.

*Free registration for individuals who work for government. Private-sector participation is available via sponsorship. Are you a small business? Contact AGA for special sponsorship pricing.


Program and schedule

*Check back often for updates to the program!

Schedule-at-a-glance

Tuesday, May 7, 2019

7:30 – 8:05 a.m. - Registration and continental breakfast in the Solutions Hall

8:05 – 8:20 a.m. - Welcome and opening remarks | Room 207B | Ann Ebberts & Stacy Riggs

8:20 – 9:10 a.m. 
T100: OMB Priorities and the President's Management Agenda | FOS: MGMT | Room 207B

  • Margie Graves, Deputy Chief Information Officer, Office of Management and Budget

  • Tim Soltis, Deputy Controller of the United States, Office of Management and  Budget

  • M: George DelPrete, Principal, Grant Thornton LLP

9:10 – 10 a.m.
T101: Customer Experience with a Focus on IT Modernization | FOS: MGMT | Room 207B

  • Sanjeev "Sonny" Bhagowalia, Deputy Assistant Commissioner, Office of Information and Technology (OIT), U.S. Customs & Border Protection (CBP)

  • Anahita Reilly, Chief Customer Officer, General Services Administration

  • Janelle W. Romano, Deputy Chief of Industry and Academic Engagement, National Security Agency (NSA)

  • Tommy Smith, Associate Chief Information Officer, Strategy and Planning, IRS

  • M: Rajiv Gupta, Managing Director, Deloitte

10 – 10:30 a.m. - Coffee break in Solutions Hall | Room 207A

10:30 – 11:20 a.m.
T102: Technology Modernization Fund (TMF) Awardees | FOS: MGMT | Room 207B
Learn the process to obtain funding, lessons learned from the application process, governance and other mechanics and strategies for repayment.

  • Kevin Cooke, Principal Deputy CIO, U.S. Department of Housing & Urban Development

  • Bryan Long, Deputy Chief Information Officer, U.S. Department of Energy

  • Maria Roat, Chief Information Officer, Small Business Administration

  • M: Robin Gardner, Director, Consulting, CGI Federal

11:20 a.m. – 12:10 p.m.

T103: Perspectives from the C-Suite | FOS: MGMT | Room 207B
These leaders will share priorities, challenges, opportunities and collaborative efforts across their enterprises.

  • Trey Treadwell, CFO and John Sherman, CIO, Office of the Director of National Intelligence

  • Jon Rychalski, CFO and James Gfrerer, CIO, U.S. Department of Veterans Affairs

  • M: Michael Huffman, Vice President, cBEYONData

12:15 p.m. - Closing Remarks | Room 207B


Government employees:         Complimentary

Private-sector:  via sponsorship only

Contact meetings@agacgfm.org

General Information

On-site name badge pickup - Pick up your material at the Walter E. Washington Convention Center

Badge pickup hours - Tuesday, May 7, 2019 | 7:30 – 8:30 a.m. | Room 207B Foyer

Rooms - Session - 207B | Solutions Hall - 207A

By metro - Take the yellow or green line to the Mt. Vernon Square/7th St.-Convention Center stop

Parking - The convention center does not have a designated parking garage; however, there is ample parking surrounding the center.

Question?  - Contact meetings@agacgfm.org.


CPE credit

The CFO/CIO Summit offers four continuing professional education (CPE) hours. 

Prerequisites/learning objectives

Program level: Intermediate
Prerequisite: This program is suitable for participants who are at least mid-level within an organization; have knowledge, skills and ability commensurate with that level; and have operational and/or supervisory responsibilities.
Advance preparation: None required
Delivery method: Group Live

Learning objective: Participants will learn the intersection of policies and management issues that impact CFOs and CIOs and how they are working together to improve efficiency and transparency and reduce risks.  

CPE tracking process

AGA adheres to the National Association of State Boards of Accountancy (NASBA) standards for CPE programs, which require an attendance verification process for all training events.

AGA scans name badges at varying times and will use this information to tally your education session attendance and create your CPE certificate. For each individual session, you must attend the entire session to receive credit. Participants who arrive late for a session or depart early may not receive credit.

CPE retrieval

CPE certificates will be available to print online within two weeks after the conclusion of the training, at which time all attendees will receive an email stating that the CPE certificate is ready to be downloaded. Should you have any questions regarding CPEs, please contact education@agacgfm.org. If you need help accessing your AGA account log-in information, please contact agamembers@agacgfm.org or call 800.242.7211.

CGFM CPE requirements and NASBA certification

CPE hours earned through AGA’s national training events can be used to fulfill CGFM CPE requirements.  

AGA is registered is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website at www.nasbaregistry.org. National Registry of CPE Sponsor ID: 104201.

CPE field of study

To help you decide which presentations to attend, each session on the agenda will be marked to indicate the target audience—federal, state and local, or all—and the CPE field of study (FOS). CPE FOS are as follows:

  • Accounting: ACC

  • Accounting (Governmental): ACCG

  • Auditing: AUD

  • Auditing (Governmental): AUDG

  • Behavioral Ethics: BETH

  • Business Law: BLAW

  • Business Management & Organization: BMO

  • Communications and Marketing: COMS

  • Computer Software & Applications: CS

  • Economics: ECO

  • Finance: FIN

  • Information Technology: IT

  • Management Services: MGMT

  • Personal Development: PD

  • Personnel/Human Resources: HR

  • Production: PRD

  • Regulatory Ethics: REGETH

  • Specialized Knowledge: SK 

  • Statistics: STAT

  • Taxes: TAX

Questions on CPEs?

email AGA - Contact meetings@agacgfm.org.


Project Management Institute (PMI) Professional Development Units (PDU) Available:

The CFO/CIO Summit, through Association of Federal Information Resources Management (AFFIRM), offers 3.25 Professional Development Units (PDU) for Certified Project Management Professionals (PMP).

Learning Objectives

• List the Office of Management and Budget’s technology priorities and the latest updates to the President’s Management Agenda.

• Differentiate between the roles of Chief Financial Officers and Chief Information Officers in driving modernization in their agency.

• Define the steps in successfully applying for Technology Modernization Funds.

• Delineate and evaluate best practice recommendations for enhancing customer service in government.

Talent Triangle Category:

• Technical: 1 - PDU

o Panel II Customer Experience

• Leadership: 1 - PDU

o Panel I OMB Update: Discuss OMB priorities and the latest updates on the President’s Management Agenda (PMA)

• Strategic: 1.25 - PDU

o 1 – PDU: Panel III - Technology Modernization Fund (TMF) Awardees

o 0.25 – PDU: Panel IV - Perspectives from the C-Suites

Delivery Method: Live In-Person

PDU Tracking Process:

At registration, AGA tracks participants request for PDU credit. For each session, AGA scans name badges at varying times and will use this information to tally your education session attendance. For each individual session, you must attend the entire session to receive credit. Participants who arrive late for a session or depart early may not receive credit.

PDU Issuance:

AFFIRM will email PDU certificates within two weeks after the conclusion of the training. Should you have any questions regarding PDUs, please contact pmiinfo@affirm.org or call 703.778.4646.