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(January, 2004 - December, 2007)
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| 2004 FORUMS: |
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| 1. January |
The Part Process and OMB’s Role--Robert Shea, OMB |
| 2. February |
GAO Observations on the Use of the PART-- Paul Posner, GAO |
| 3. March |
Evaluation of 10 Years of GPRA--Pat Dalton, GAO
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| 4. April |
Managing Grant Program within the GPRA/PART Process – McEntire (Labor); Ziegele (EPA); Walkup (Education) |
| 5. May |
Parted Programs at the Department of Energy —Valdez (Science programs); Sullivan (Energy Renewable program); Powers (Overview of Energy’s internal process) |
| 6. June |
Parted Programs and Integration at the Department of Labor – Labor Statistics (Lacey); Worker’s Compensation (Hallmark); Workforce Security (Bryant); Occupational Safety (Goddard). |
| 7. July |
Performance Panels at Excellence in Government Conference
- “Perspectives and Retrospectives on the President’s Management Agenda—A Conversation” Morgan Kinghorn; David Chu (Under Secretary of Defense for Personnel and Readiness); William Campbell ( Assistant Secretary and CFO and CHICO, Department of Veterans Affairs); Kim Nelson (CIO at EPA)
- “GPRA and PART: Perfect Together.” Panel: Catherine Newcomer (Director of School of Public Policy GW University); Paul Posner (Managing Director of Federal Programs, GAO); William Hoagland (Advisor to the Senate Majority Leader for Budget); and Sid Kaplan (Deputy Assistant Secretary for Strategic Planning, State Department.)
- “Making the Rules and Tools of Results Useful to Program Managers, Congress and the Public.” Panel: Frank Hodsoll ( former Deputy OMB Director); Kyle Mc Sparrow, Deputy Secretary of Energy; Robert Du Bois ( Chief of Strategic Planning for Coast Guard); Dr. Fuk Li (Director of Solar Systems Exploration Program at NASA); Jim Dyer ( Staff Director Senate Appropriations Committee)
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Performance Consortium developed and delivered a ½ day Pre- Conference Session. Panels and participants were as follows:
- “Discussion on PMA and its Future Evolution.” Panel: Morgan King horn; Clay Johnson (OMB Deputy Director; and Bruce Carnes ( Associate Deputy Secretary at Energy)
- “Merit Principles as the Foundation For Performance” Panel: Nancy Kingsbury (GAO and NAPA Fellow); Colleen Kelley (National President of Treasury Union); Steve Cohen (OPM and NAPA Fellow); Steve Nelson (Merit Systems Protection Board)
- “Performance Budgeting / Program Evaluation and the Use of the PART.” Panel: Jonathan Breul (IBM and NAPA Fellow); Robert Shea (OMB Counselor to OMB Deputy Director); Mike Hettinger ( Staff Director, House Committee on Government Reform); Rich Keevey (NAPA)
- “Aligning Organizational and Individual Performance” Panel: Rich Keevey (NAPA); Ron Sanders (Special Assistant for Strategic Planning, OPM); Lisa Shames, Director Strategic Issues, GAO); Ginger Groeber, Deputy Assistant secretary for DOD Civilian Personnel Policy
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| 8. August |
Parted Programs and Integration at the Department of Education (Tom Skelly (Budget Director); Joe Conaty (Academic Programs); David Bergeron (Post Secondary Education) |
| 9. September |
Aligning Budget and Finance Systems = Better Performance Management (Mike Ryan, Deputy CFO of EPA) |
| 10. October |
Developing Business Case Analyses to Improve Performance (Bruce McConnell—McConnell International) |
| 11. November |
Performance and Accountability Report and the CEAR Program: How to Prepare an Outstanding PAR and what can be learned form other agencies (Hal Steinberg, Sallyanne Harper, Sid Kaplan) |
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| 2005 FORUMS: |
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| 12. January |
PMA and Achieving Organizational Mission at the Social Security Administration (James Lockhart, 111) Deputy Commissioner and COO) |
| 13. February |
Budget and Performance Integration at the Department of Justice ( Jolene Laura-Sullens, Budget Director; Rebecca Marvin-Boyer, Assistant Director Planning and Performance; Philip Spolar, FBI; Donna Wilson, DEA) |
| 14. March |
The GAO High Risk Program: Overview and Designated Topics (George Stalcup and 6 GAO Managers) ; and
Twenty-First Challenges: Reexamining the Base of the Federal Budget ( Paul Posner, Managing Director for Federal Programs) |
| 15. March |
Performance Accountability Report: How Can We Make the Report Better (Robert Shea; Sallyanne Harper; Sid Kaplan; Mike Ryan; Mike Hettinger; Sam Mok) |
| 16. April |
Finance, Budget and Program Integration at NASA ( Gwen Sykes, CFO; and Rex Geveden, Chief Engineer) |
| 17. May |
Program Budgeting and Performance Management at DOD (John Roth, Deputy Under Secretary for Budget; and Stan Azebe, Program Manager-- AT&L) |
| 18. June |
Grants Management: Streamlining and Simplifying( Paul Posner, Managing Director at GAO; Andrea Brandon, Director of Grants Policy, HHS; Mary Santonastasso, Director of Grants Support, NSF; Eric Brenner, Director, Maryland Grants Office.) |
| 19. June |
Budget and Program Integration at HHS ( William Beldon, Deputy Assistant Secretary for Budget, HHS; Sherrie Heller, VP or Children Services, ACS; Dr. Bob Eissinger, Coordinator, Office for AIDS, NIH/HHS) |
| 20. July |
“The Role of the Program Manager in the PART Process and How to Demonstrate Results” Panel: Richard F. Keevey; Shelby Hallmark (Labor,) Mike Shapiro) EPA,) and Joseph Conaty (Education). |
| 21. September |
How to Do it the Right Way: Performance Budgeting, Program Management and PART. (Robert Shea, Counselor to the OMB Deputy Director for Management; Chris Mihm, Managing Director for Strategic Issues, GAO; Bruce Carnes, Associate Deputy Secretary, Department of Energy; Jim McEntire, Deputy Assistant Secretary for Budget and Performance, Department of Energy; Sherrie Heller, Former Commissioner, Office of Child Enforcement, HHS. |
| 22. September |
Performance in Education: The Federal, State and Local Connection. ( Ross Santy, Senior Advisor for Information, office of Planning and Evaluation, department of Education; Fred Brown, Associate Executive Director, National; Association of Elementary School Principals; Dane Linn, Director, Education Division, Center for Best Practices, National Governor’s Association. |
| 23. October (E) |
Stovepipes No More; How Agencies Can Coordinate to Achieve Better Results. ( David Chu, Under Secretary for Personnel at DOD; Susan Grant, CFO at Energy; Kim Nelson, CIO at EPA; Deidre Lee, Assistant Commissioner at GSA) |
| 24. November |
GAO’s Observations on the Implementation of the PART and Comments from OMB and Congressional Staff Director (Denise Fantone, GAO; Jackie Nowicki, GAO; Robert Shea, OMB; Diana Espinosa, OMB.) |
| 25. November (E) |
Budget Matters ( Ed DeSeve, former US Deputy OMB Director for Management; Bill Hoagland, Budget Advisor to President of US Senate; Michelle Mrdeza, US House of Representatives. |
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| 2006 Forums: |
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| 26. January (E) |
Chief of Chiefs: The Role of the COO in Government. (David Walker, Comptroller General GAO; Paul Corts, Assistant Attorney General, Justice; Lynn Scarlet, Deputy Secretary, Interior; Nanci Langley, House Sub-committee on Oversight of Government) |
| 26. January |
A Conversation with Inspector Generals: The Role in Helping to Insure Accountability. (Gordon Heddell, IG, Labor; Ken Mead, IG DOT; David Williams, IG Postal Service; Daniel Levinson, IG HHS. |
| 27. February (E) |
Outsourcing Lines of Business: Help or Hindrance: ( Clay Johnson, Deputy Director, OMB; Clarence Crawford, CFO, OPM; Marty Wagner, Associate Administrator, GSA; David Chu, Under Secretary, DOD) |
| 28. February |
ExpectMore: A Website That Provides Candid Assessments of Government Performance. (Clay Johnson, Deputy OMB Director for Management; Robert Shea, Counselor to the Deputy OMB Director for Management) |
| 29. March (E) |
Human Capital Management in Transformation. (Linda Springer, Director of Office of Personnel Management.) |
| 30. April (E) |
President’s Management Agenda: What’s Next? (Linda Combs, Controller, Office of Management and Budget; Karen Evans, Director of E-Government and Information technology, Office of Management and Budget; Henrietta Fore, Under Secretary for Management, Department of State; Marcus Peacock, Deputy Administrator, Environmental Protection Agency.) |
| 31. April |
Managing Finance and Performance in a War Zone. (Bradford Higgins, Assistant Secretary for Resource Management t and Chief Financial Officer, Department of State) |
| 32. May (E) |
Next Steps in Performance-Based Pay: Where and When? Dan Blair, Deputy Director, Office of Personnel Management; Mary Lacey, Program Executive Officer, National Security Personnel System, Department of Defense; Christopher Mihm, managing Director, Strategic Issues, Government Accountability Office; Robert Shea, Counselor to the OMB Director for Management.) |
| 33. May |
Public Service Recognition: Leadership and Commitment to Public Service. (Bob Tobias, Director, Institute for the Study of Public Policy Implementation, American University; Mort Downey, former Deputy Secretary, Department of Transportation; Sallyanne Harper, Chief Financial Officer, Government Accountability Office; Hannah Sistare, Vice President, National Academy of Public Administration.) |
| 34. June (E) |
The US Public Health System: Are We Ready for the Arrival of the Avian Flu and Other Threats? (Dr. Nancy Cox, Chief Influenza Branch, Center for Disease Control; Dr. Gregg Pane, Director of the department of Health, District of Columbia; David Heyman, Director and Senior Fellow for Homeland Security, Center for Strategic and International Studies.) |
| 35. July |
Performance Panels at Excellence in Government Conference
- The Program Manager in Action: The Key to PART (Richard Keevey, Director, Performance Consortium, National Academy of Public Administration; Diana Espinosa, Deputy Assistant Director for Management, Office of Management and Budget; William Valdez, Director, Planning and Analyses, Department of Energy; Elizabeth Cotsworth, Director, Office of Radiation and Indoor Air, Environmental Protection Agency; Dr. Get Moy, Director, Installations Requirements and Management, Department of Defense.)
- Effective Management Restructuring: The NIH Story (Bruce McDowell, Fellow, National Academy of Public Administration; Colleen Barros, Deputy Director for Management, National Institutes of Health(NIH); Donald Christoferson, Associate Director for Administrative Management, National Heart, Ling and Blood Institute, NIH; Thomas Hoover, Associate Director for Administration, National Institute for Child Health and Human development, NIH)
- Enhancing Performance Through Partnerships: A Case Study on the Coast Guard’s Deepwater Project (Kathryn Newcomer, Director, School of Public Policy, George Washington University; Rear Admiral Gary Blore, US Coast Guard; Dr. Leo Mackay, President, Integrated Coast Guard System, Lockheed Martin; Kevin O’Neill, Director of Contracts, Integrated Coast Guard Systems)
- We Won the A-76 Outsourcing Process—Now What? (Allan Burman, Vice President of Jefferson Solutions; Matthew Blum, General Counsel, Office of Management and Budget; Dennis O’Brien, Director of Competitive Sourcing, Department of Energy; Jacqueline Myers, associate Deputy Chief for Business Systems, US Forest Service)
- International Results-Based Initiatives: Does the US Measure Up? (Jonathan Breul, Partner and Senior Fellow, IBM Center for Business of Government; Ray List, Senior Evaluation Officer, The World Bank; Michael Garrett, Chief Administrative Officer, Regional Municipality of York, Canada; Maurice McTigue, Distinguished Visiting Fellow, the Mercatus Center, George Mason University)
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| 36. September |
Meeting Evaluation and Planning Needs for Government Officials, Congressional Oversight and OMB PART (Stephanie Shipman, Assistant Director for Evaluation Methods and Issues, GAO; Cheryl Oros, Director, Office of Planning and Evaluation and Analysis, Center for Scientific Review, National Institutes of Health, US Department of Health and Human Services; William Valdez, Director, Planning and Analysis, Office of Science, US Department of Energy)
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| 37. September (E) |
Perspectives on Management (Rob Portman, OMB Director; and Clay Johnson, Deputy OMB Director for Management) |
| 38. October |
PMA Approach by a Major Defense Agency: Utilizing the Balanced Scorecard and Other Tools (Dr. Zack Gaddy, Director of Defense Finance and Accounting Service, US Department of Defense) |
| 39. November (E) |
A Conversation with the Owner’s of the President’s Management Agenda (Linda Combs, Controller, Office of Federal Financial Management; Paul Denett, Administrator, Office of Federal Procurement; Karen Evans, Administrator, E-Government Information and Technology; Robert Shea, Counselor to the OMB Deputy Director) |
| 40. November |
Analyzing and Developing Performance Metrics for a Large Scale Human Resource Organization (Randolph Scott, University of California; Alethea Long Green and Patricia Johnson, National Academy of Public Administration) |
| 41. November |
Moving from Scorekeeper to Strategic Partner: Improving Financial Management in the Federal Government (Richard Keevey; Mike Hettinger; Ed DeSeve; Hal Steinberg; and John Callahan) |
| 42. December |
SES, Performance Management and Performance Pay: Is the SES Ranks being properly Recognized and Rewarded (Carol Bonosaro, Executive Director, SES Association; Doris Hausser, Senior Policy Advisor, OPM; and Bill Valdez, Director of Planning and Analyses, Office of Science, Department of Energy. |
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| 2007 FORUMS: |
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| 43. January |
Developing High Performance Government Agencies (Frank Ostroff, Managing Partner, Ostroff Associates; and Richard F. Keevey) |
| 44. February |
Acquisition Issues and Challenges. ( Bill Woods, Director, GAO; Dave Drabkin, Senior Procurement Advisor, Office of the Administrator, GSA; Robert Burton, Deputy Administrator, Office of federal procurement Policy, U.S. OMB) |
| 45. March |
the GAO High Risk List – Who is on It – Who Got off It – How and Why? (George Stalcup, Director of Strategic Issues, GAO, and Sharon Pickup and Lisa Shames of GAO) |
| 46.APRIL 4 and 5 |
ANNUAL EXCELLENCE IN GOVERNMENT CONFERENCE. Panels developed by the Performance Consortium on Performance Management Issues:
- Maximizing Federal Performance with State and Local Partners ( Shelley Metzenbaum, Visiting Professor at University of Maryland; Catherine Freeman, deputy Assistant Secretary, department of Education; Marlene Markinson, Associate Administrator, Department of Transportation; Michael Shapiro, Deputy Assistant Administrator, EPA)
- New Tools for Implementing Most Efficient Organizations (Bruce McDowell, NAPA Fellow ; Matt Bloom, Attorney, OMB; Joe Lynem, Senior Program Manager, IRS; Glen Perry, Senior Procurement Executive, Department of Education)
- Developing High Performance Government Agencies (Frank Ostroff, Consultant; Sallyanne Harper, Chief Administrative Officer, GAO; Major General Williams, Chief Operating officer, Oversees Buildings, Department of State; Leo Carey, Vice President, International Affairs, National Safety Council)
- Managing for Results: Ensuring Performance Information is Useful and Being Used ( Elizabeth Curda, Assistant Director for Strategic Issues, GAO; Kathleen Tynan, Director of Planning Evaluation Office, Us department of Interior; Katherine Gugulis, Deputy Chief for Strategic Planning, Department of Agriculture; Lisa Benson, Director of Governor’s Office on Management Accountability, State of Washington)
- Does Performance Information Have a Future in the Budgeting Process ( Kathy Newcomer, Director of Public Policy and Public Administration, George Washington University; Bill Hoagland, former Budget Advisor to the President of the US senate; Phil Joyce, Professor at George Washington University; Robert Shea, Associate Director, OMB; Tom Skelly, Budget Director, Department of Education)
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| 47. April 26 (E) |
Concerns of the Chief Acquisition Officers: Everybody is Proposing Reforms – Are the CAO’s Up to the Challenge? (Shay Assad, Director, Defense Procurement; Robert Burton, Deputy Administrator, Office of Federal Procurement, OMB; Deidre Lee, Chief Acquisition Officer, FEMA; Frank Spampinato, CAO, Department of Energy |
| 48. May 7 (E) |
Concerns of the Chief Financial Officers: These Chiefs Have Been Around the Longest – Are There Still Challenges Ahead? (Charles Christopherson, CFO, Department of Agriculture; Phyllis Sheinberg, CFO, Department of Transportation; Jeff Steinhoff, Managing Director, GAO; Lawrence Warder, CFO, Department of Education; Lisa Feily, CFO, USAID) |
| 49. May 17 (E) |
Linking Budget to Performance: What’s Next? (Robert Shea, Associate Director, OMB; Sid Kaplan, Deputy Assistant Secretary, Department of State; Kathy Newcomer, Professor, George Washington University; Richard Turman, Budget Director, HHS) |
| 50. June 5 (E) |
Concerns of the Chief Information Officers: Information is Knowledge and the Key to Success: Are They Succeeding in Their Mission? ( Scott Charbo, CIO, Department of Homeland Security; Karen Evans, Administrator, Office of E-Government, OMB; Vance Hitch, CIO, Department of Justice; David Wennergren, Deputy CIO, Department of Defense) |
| 51. June 12 |
Budgeting and Decision Making in the Corps of Engineers (Bruce McDowell and Mort Downey, Fellows, NAPA; Gary Lowe, Chief, Program Integration, Corps of Engineers; Michael Strachn, Consultant and former House staff member)
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| 52. September (P) |
The Role of the IG in the Federal Government (Panel pending) |
| 53. October (P) |
A Discussion of Selected Major Federal Parted Programs. (Panel Pending) |
| 54. November (P) |
Maximizing Federal Performance with State and Local Partners (Panel Pending) |
| 55. December (P) |
Preparing a Performance Agenda for a new Administration (Panel Pending) |
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| P= Pending sessions |
| E= Done in conjunction with Executive Consortium |
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| 7-14-07 |
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