13th Advanced Forum on DCAA & DCMA Cost, Pricing, Compliance & Audits - WEB

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June 22–23, 2022 | Westin Arlington Gateway | Arlington, VA

13th Advanced Forum on

DCAA & DCMA

COST, PRICING, COMPLIANCE & AUDITS

Staying Compliant in a Changing Landscape and Ensuring Audit Readiness Keynote Speakers

Government Speakers

Joseph Bentz Deputy Director and Current Acting Director DCAA

Ryan Connell Deputy Director, Commercial Item Group DCMA, Commercial Item Group

John M. Tenaglia Principal Director, Defense Pricing and Contracting U.S. Department of Defense

John Ellis Director – Software Division DCMA

Benchmark with Senior Executives from: y Accenture Federal Services

y General Electric Aviation

y ASRC Federal

y Huntington Ingalls

y BAE Systems

y L3Harris

y CACI International

y ManTech International

y General Dynamics

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y Northrop Grumman Innovation Systems y Peraton y Raytheon

Thomas Forbush Director, CACO/DACO DCMA Rochelle N. Overstreet Director, Enterprise Pricing Office Enterprise Service & Analysis Division NASA Headquarters

Special Focus on Business Systems Audits — In-Depth Sessions Devoted to Cost Estimating, Accounting and Billing and Contractor Purchasing Systems and Pre-Conference Workshop on Ensuring Business System Audit-Readiness

AmericanConference.com/DCAA • 888 224 2480

Frederick Roitz Director, Contract Lifecycle Management Center – Chester DCMA

SUPPORTING SPONSOR: ASSOCIATE SPONSORS: EXHIBITION SPONSOR:

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DISTINGUISHED SPEAKER FACULTY Conference Co-Chairs Nathan Geesaman Director of Regulatory Compliance Accenture Federal Services

Mark Smith Chief Government Compliance Officer BAE Systems

Government Speakers Joseph Bentz Deputy Director and Current Acting Director Defense Contract Audit Agency

John Ellis Director – Software Division Defense Contract Management Agency

Ryan Connell Deputy Director, Commercial Item Group Defense Contract Management Agency, Commercial Item Group

Thomas Forbush Director, CACO/DACO Defense Contract Management Agency

Rochelle N. Overstreet Director, Enterprise Pricing Office Enterprise Service & Analysis Division NASA Headquarters

Frederick Roitz Director, Contract Lifecycle Management Center – Chester Defense Contract Management Agency

John M. Tenaglia Principal Director, Defense Pricing and Contracting U.S. Department of Defense

Speaker Faculty Includes: Scott Douglas “Scooter” Altman President ASRC Federal Retired United States Navy Captain and former NASA astronaut Justin Chiarodo Partner Blank Rome LLP Traci Dillion Sr. Director Government Contract Compliance L3Harris David Ferrari Executive Director Government Accounting Raytheon

Alan J. Hanson Staff Vice President, Cash Operations General Dynamics Information Technology Kim Herrington VP Government Financial L3Harris Corporation Former Director, Defense Pricing and Contracting, U.S. Department of Defense Matthew Herdman Vice President Corporate Compliance ASRC Federal John Hindman Director RSM US LLP

Jennifer Flickinger Principal GovCon Advisors LLC

Drew Lewis Director Baker Tilly US, LLP

Neil Gardner Director, Government Compliance, Budget, Forward Pricing Northrop Grumman Corporation

Barbara Michael Senior Vice President Government Compliance Peraton

Joseph R. Hannasch Associate Director, Acquisition Policy & Compliance Raytheon Technologies

Kelly Peters Director Contracts & Government Compliance Huntington Ingalls

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John Polcari Director HKA Mark Quirk Vice President Industry Compliance & Regulatory Affairs ManTech Lisa Rader Staff Vice President, Government Compliance General Dynamics Information Technology Philip Schatz Compliance Manager ASRC Federal Laura Semple Assistant General Counsel Amentum Kent Sharp Senior Compliance Regulatory Manager General Electric Aviation Brad Smith Director KPMG

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Mark Smith Chief Government Compliance Officer BAE Systems Jamie Sybert Principal – Government Contracts Advisory Leader Grant Thornton LLP Thomas Tagle Partner Baker Tilly US, LLP Crystal Teed Senior Legal Counsel BAE Systems Jim Thomas Partner HKA Tom Tollerton Principal FORVIS LLP Kristin Torcasi Vice President Government Compliance CACI International

Pre-Conference Workshops Tuesday, June 21, 2022

Wednesday, June 22, 2022 8:00

Registration and Continental Breakfast

9:00

Co-Chairs’ Opening Remarks

Clock 9:00 am–12:30 pm

A

Business System Audits: Critical Pre-Planning Steps to Ensure That Your Organization is Audit Ready

Microphone-alt Nathan Geesaman, Director of Regulatory Compliance, Accenture Federal Services Mark Smith, Chief Government Compliance Officer, BAE Systems

Microphone-alt Mark Quirk, Vice President Industry Compliance & Regulatory Affairs, ManTech Matthew Herdman, Vice President Corporate Compliance, ASRC Federal Philip Schatz, Compliance Manager, ASRC Federal Every government contractor will be undergoing business systems audits in the coming months/ years and making the time today for early strategic planning will make sure that your organization will be prepared. This hands-on program will provide a toolkit to implement when you get back to the office. This session will provide: • What is a DFARS Business System Audit (Accounting/Estimating/Procurement) • Applying a proactive approach to the audit to stay ahead of the game • Key documents and flowcharts to help you prepare

• What to expect Day 1 of a Business System audit • Real world do’s and don’ts • Learning from previous contractor experiences

DCAA Keynote Address Joseph Bentz Deputy Director and Current Acting Director Defense Contract Audit Agency 10:00

Top Trends in Government Contracting Microphone-alt Jamie Sybert, Principal – Government Contracts Advisory Leader, Grant Thornton LLP Mark Quirk, Vice President Industry Compliance & Regulatory Affairs, ManTech Matthew Herdman, Vice President Corporate Compliance, ASRC Federal

Clock 1:30 –5:00 pm

B

9:15

Direct and Indirect Pricing Strategies to Prepare Compelling Forward Pricing Rates and How to Support Effective Proposal Preparation

Microphone-alt Jennifer Flickinger, Principal, GovCon Advisors LLC John Polcari, Director, HKA This in-depth session will provide a blueprint for how to develop a strong proposal. Participate in an interactive discussion and get your questions answers. Topics to be covered include: • Key elements in your financial calculations • Real world scenarios • What to include for labor and parts and what is • How to make your forward pricing audit the basis for your estimates. painless • Successful tips for your forward pricing • What to expect during a defective pricing audit calculations

Due to the interactive nature, workshops will only be available in-person. The main conference will have a livestream option for those who can’t attend in-person.

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10:45

Networking Break

11:15

REMOTE AUDITS: How Industry is Navigating Expected and Unexpected Challenges Microphone-alt Rochelle Overstreet, Director of Pricing and Audit Services, NASA Headquarters Office of Procurement Kelly Peters, Director Contracts & Government Compliance, Huntington Ingalls Thomas Tagle, Partner, Baker Tilly US, LLP • How the government has engaged with contractors to perform transaction testing, floor checks, and walkthroughs in a remote environment • NASA as a Cognizant Federal Agency (CFA) • Will audit focuses/testing methods been the same or evolving?

• Common mistakes to avoid 12:00

Networking Lunch

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1:15

4:00

DCMA Update: Contract Administration Initiatives and Latest Pricing Developments

Former Government Officials Offer Unique Insight into the Changing Contractor Landscape

Microphone-alt Thomas Forbush, Director, CACO/DACO, DCMA Mark Smith, Chief Government Compliance Officer, BAE Systems • • • •

Cost and pricing priorities Working environment, staffing and training update Balancing incurred cost and other government compliance work Updates with DFARS Business Systems

ALUMNI PANEL

Microphone-alt Kim Herrington, VP Government Financial, L3Harris Corporation, Former Director, Defense Pricing and Contracting, U.S. Department of Defense Participate in an informal conversation with experienced former government officials, who will share their views on the evolution of government contracts and take questions from the audience.

4:45

Networking Reception Sponsored by:

BUSINESS SYSTEM AUDIT ROUNDTABLES Select your preferred roundtable for each of the following two sessions. Hear directly from leading contractors about their experiences along with the finer points of developing a proactive approach to your audit. Gain invaluable insights on key DCAA areas of focus and best practices.

Thursday, June 23, 2022 8:15

Continental Breakfast

2:15

Cost Estimating

Accounting and Billing

Microphone-alt Nathan Geesaman, Director of Regulatory Compliance, Accenture Federal Services John Hindman, Director, RSM US LLP 3:00

Microphone-alt Kristin Torcasi, Vice President Government Compliance, CACI International

Contractor Purchasing Microphone-alt Kent L. Sharp, Senior Compliance Regulatory Manger, General Electric Aviation

Drew Lewis, Director, Baker Tilly US, LLP

9:00

Keynote Address John M. Tenaglia Principal Director, Defense Pricing and Contracting U.S. Department of Defense 9:45

Perspectives on the Impact of Recent M&A and What It Means for Your Compliance Environment

Networking Break

Microphone-alt Traci Dillion, Sr. Director Government Contract Compliance, L3Harris

3:15

Cost Estimating

Accounting and Billing

Microphone-alt Nathan Geesaman, Director of Regulatory Compliance, Accenture Federal Services John Hindman, Director, RSM US LLP

Microphone-alt Kristin Torcasi, Vice President Government Compliance, CACI International Drew Lewis, Director, Baker Tilly US, LLP

Contractor Purchasing Microphone-alt Kent L. Sharp, Senior Compliance Regulatory Manger, General Electric Aviation

David Ferrari, Executive Director Government Accounting, Raytheon Neil Gardner, Director, Government Compliance, Budget, Forward Pricing, Northrop Grumman Corporate Barbara Michael, Senior Vice President Government Compliance, Peraton • Need for transparent communication with the government about the plan and process • Tips that affect your external restructuring plan and how it will impact your contract rates • Risks of bringing in compliance team late in the game 10:45

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Networking Break

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11:00

2:15

CMMC 2.0 and Cybersecurity: Critical Considerations for the Path Forward

CONTRACT CLOSEOUTS: Status Update and How the Industry is Working Together With Government

Microphone-alt John Ellis, Director – Software Division, DCMA

Microphone-alt Frederick Roitz, Director, Contract Lifecycle Management Center – Chester, DCMA

Tom Tollerton, Principal, FORVIS LLP • • • •

Rochelle N. Overstreet, Director, Enterprise Pricing Office, Enterprise Service & Analysis Division, NASA Headquarters

New framework and certification process expected in 2022 Hear from an Authorized C3PAO reviewer Discuss the appropriate use of controlled unclassified information Tips for getting certified and avoiding delays

Lisa Rader, Staff Vice President, Government Compliance, General Dynamics Information Technology Alan J. Hanson, Staff Vice President, Cash Operations, General Dynamics Information Technology

11:50

LEGAL ISSUES AFFECTING COST & PRICING: Significant Regulatory and Litigation Developments—from Bid Protests to Vaccine Mandates— and Beyond Microphone-alt Justin Chiarodo, Partner, Blank Rome LLP Laura Semple, Assistant General Counsel, Amentum Jim Thomas, Partner, HKA Impact of the continued use of OTAs Lessons learned from the Raytheon decision Scrutiny of spare parts TransDigm case Record number of bid protests and litigation over contract performance claims and disputes about government oversight • Legal challenges when implementing the new COIVD-19 vaccine mandate on government contractors • • • •

12:45

• DCMA’s change in focus and Government Initiatives » Common issues, roadblocks and hurdles • Subcontract closeout from both the Prime and Subcontractor perspective • Sending the final invoice or payment and signing release • Why is this important for contractors?

• NASA road to recovery for contract closeouts 3:00

Networking Break

3:15

COMMERCIAL ITEMS: Perspectives on Commercial Item Acquisitions Down the Supply Chain Microphone-alt Ryan Connell, Deputy Director, Commercial Item Group, DCMA, Commercial Item Group Joseph R. Hannasch, Associate Director, Acquisition Policy & Compliance, Raytheon Technologies

Networking Lunch

Crystal Teed, Senior Legal Counsel, BAE Systems

1:45

SPECIAL GUEST SPEAKER Scott Douglas “Scooter” Altman President ASRC Federal Retired United States Navy Captain and former NASA astronaut

• Definition of commercial items • Price reasonable determinations • Implications for your purchasing system 4:00

DOMESTIC PREFERENCE: What are the Implications of Recent Changes to the Domestic Preference Requirements?

Microphone-alt Brad Smith, Director, KPMG

Media Partners • • • •

Changes in the Regulatory Landscape Buy American Act vs. Buy America Act What is a domestic product?

Predictions for future developments under the Biden Administration

4:30

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• How will this affect your subcontractor • Will contractors decide not to bid on new contracts?

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Continuing Professional Education Credits American Conference Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of Continuing Professional Education (CPE) 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: www.nasbaregistry.org.

Course objective: Timely updates to DCAA and DCMA cost and pricing requirements along with training on audit and compliance requirements. y Remote Audits: How the Industry is Navigating the Expected and Unexpected Challenges y Industry Consolidation and the Aftermath: Perspectives on the Impact of Recent M&A and What It Means for the Middle Market y The Continued Impact of COVID-19 on the Government Contracting Landscape y Latest Developments on Commercial Items and Contract Closeouts CMMC 2.0 and Cybersecurity: Critical Considerations for the Path Forward There are no pre-requisites and advance preparation is not required to attend this conference.

Field of Study: Accounting (Governmental) Additional credit in Audit (Governmental, Business Law, IT, Specialized Knowledge Email: education@americanconference.com for breakdown by credit Prerequisite: None. Level of knowledge: Basic Advanced Preparation: None.

Who should attend: CFO, General Counsel, VP or Director Government Compliance, VP or Director Finance, VP or Director Contracts, Procurement, Cost Accounting, Accounting Firms Teaching Method: Group Live Delivery method: Group Live and Group Internet Based Participants will earn up to 13.0 CPE credits.

To be awarded full credits, you must actively participate in activities (such as polling) and for livestream attendees, ensure you note the verification codes posted in the chat box.

Refunds and Cancellations: Requests for refunds must be received in writing by June 10, 2022 and will be subject to a cancellation fee. No refunds will be granted after June 10, 2022. For more information regarding refund, complaint, and/or program cancellation policies please contact our offices at 1-888-224-2480

Continuing Education Legal Credits EARN CLE CREDITS

Accreditation will be sought in those jurisdictions requested by the registrants which have continuing education requirements. This course is identified as nontransitional for the purposes of CLE accreditation.

ACI certifies this activity has been approved for CLE credit by the State Bar of California.

ACI has a dedicated team which processes requests for state approval. Please note that event accreditation varies by state and ACI will make every effort to process your request.

Questions about CLE credits for your state? Visit our online CLE Help Center at www.americanconference.com/accreditation/cle/

ACI certifies this activity has been approved for CLE credit by the New York State Continuing Legal Education Board.

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Planning Ahead for Live Conferences: C5’s All Secure Safety Plan

As American Conference Institute and our partners plan for in-person events, we are committed to building and enhancing the planning and preparation with a view to offering our guests a safe place for live conference delivery. In addition, to ensure your safety, our event staff is fully vaccinated.

All our events will adhere to official government and local authority guidance in addition to venue or location-specific regulations, and will follow the commitments below.

Attendance Screening All attendees will need to assert that at the time that they first attend the conference and for the 14 days prior: y Have not experienced any COVID-19 symptoms now or within the last 14 days. y Have not had close contact with any person with or suspected of having COVID-19 within the last 14 days. y Have not had a positive COVID-19 test within the last 14 days. y Have not been advised by any health authority, government agency or regulatory body, within the last 14 days, to self-isolate due to possible exposure to COVID-19.

Link to COVID-19 symptoms: https://www.cdc.gov/coronavirus/2019-ncov/symptoms-testing/symptoms.html We are closely monitoring industry best practices and will be evaluating further additional measures pertaining to vaccinations and on-site screening based on the advice of health authorities.

Enhanced Communication y Advance communication to all attendees on what to expect and prepare for at the conference: from registration to conference materials to room layout to food and beverage options and more. y Education and training for the team to ensure we provide a safe and secure conference experience. y Distribution of local health-resource information in advance of the event. y Ongoing communication and advance planning with the venue regarding enhanced cleaning and sanitizing measures, response strategies and other onsite protocols.

Increased Cleaning and Sanitation y Placement of hygiene stations throughout the conference including the registration area, meeting spaces and high frequency areas. y Availability of personal hygiene and safety products including facial coverings where available.

Safety and Physical Distancing y Physical distancing protocols such as limiting attendance, directional signage and markers throughout the conference.

Reduced Touchpoints

y A conference room layout with planned seating for appropriate physical distancing.

y Reduction of the physical distribution of onsite materials.

y We continue to work closely with our venue partners to ensure the safety of our attendees.

Please check back frequently as we monitor and evolve our plan in the weeks ahead.

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y Food and beverage options that ensure minimal handling and exposure.

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BED Venue Information Hotel: The Westin Arlington Gateway Address: 801 North Glebe Road, Arlington, VA, 22203 Reservations: 1-888-236-2427

Interested in attending virtually?

Janet Smith VP, General Counsel

Olivia Thomson Chief Compliance Officer

Luis Santos Director

Ramesh Kumar Partner

American Conference Institute is pleased to offer our delegates a limited number of hotel rooms at a negotiated rate. To take advantage of these rates, please contact the hotel directly and quote “ACI’s DCAA Cost & Pricing Summit.”

Updates on DCAA and DCMA Priorities

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ONLINE:

Register & Pay by April 8, 2022

Jean Roux VP, Business Development

Miyuki Johnson VP, Manufacturing

Joseph Bentz Deputy Director Defense Contract Audit Agency

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Patricia Harden Head of Sanctions

Please note that the guest room block cut-off date is May 19, 2022. After that date OR when the room block fills, guestroom availability and rate can no longer be guaranteed.

3 Ways to Register

If you choose to attend via livestream you can expect true interaction virtually — from start to finish. Contact our customer service team at 1-888-224-2480 or customerservice@americanconference.com to learn more about this option.

Emma McAdam VP, Government Affairs

Thomas Forbush Director, CACO/DACO Defense Contract Management Agency

John M. Tenaglia Principal Director, Defense Pricing and Contracting U.S. Department of Defense

EMAIL:

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Special Discount ACI offers financial scholarships for government employees, judges, law students, non-profit entities and others. For more information, please email or call customer service. * Team/group registrations are for in-person only and must be from the same organization/firm and register together in one transaction.

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All program participants will receive an online link to access the conference materials as part of their registration fee.

Additional copies of the Conference Materials available for $199 per copy.

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All cancellations and changes must be submitted to customerservice@americanconference.com by June 10.