14th Advanced Forum on DCAA & DCMA Cost, Pricing, Compliance & Audits - DS

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14th Advanced Forum on DCAA & DCMA

COST, PRICING, COMPLIANCE & AUDITS

June 14–15, 2023 | Crystal City Marriott at Reagan National Airport | Arlington, VA

Keynotes:

Lt. General Dave Bassett Director

DCMA

DCAA and DCMA Updates:

Jennifer Desautel Assistant Director, Policy and Quality DCAA

Robert Eason Division Chief DCAA

Pre-Conference Workshops on June 13th!

Terri Dilly Director DCAA

Steve Lovewell Director, Pricing Group 3 DCMAP-AC

DCMA Cost and Pricing Regional Command

Joseph Meier Business Systems Technical Specialist & Instructor

DCAA

SUPPORTING SPONSOR: ASSOCIATE SPONSORS:

Benchmark with Senior Executives From:

y Accenture Federal Services

y Amentum

y ASRC Federal

y BAE Systems

y Ball Aerospace

y CACI International

y General Atomics

y General Dynamics

y GKN Aerospace

y HII

y Leidos

y ManTech International

y Northrop Grumman

Keynotes

MEET OUR DISTINGUISHED SPEAKER FACULTY

Government Contractors

Mark Quirk

Lt. General Dave Bassett Director

Defense Contract Management Agency

Terri Dilly Director

Defense Contract Audit Agency

Government Speakers

Jennifer Desautel Assistant Director, Policy and Quality Defense Contract Audit Agency

Robert Eason Division Chief Defense Contract Audit Agency

Steve Lovewell Director, Pricing Group 3 DCMAP-AC

DCMA Cost and Pricing Regional Command

Joseph Meier Business Systems Technical Specialist & Instructor Defense Contract Audit Agency

William R. Spence

Group Chief Defense Industrial Base Cybersecurity Assessment Center (DIBCAC)

DCMA DIBCAC

Lee Weber

Shipbuilding Contracting, Deputy Naval Sea Systems Command (NAVSEA)

Patrick Calvet Senior Government Compliance Manager Leidos

Marc DesLauriers Business Unit Manager - Business Systems & SOX Controls

Ball Aerospace

Neil Gardner Corporate Director, Government Compliance Northrop Grumman Innovation System

Nathan Geesaman Director Government Regulatory Compliance Accenture Federal Services

Steve Gilmer Director CohnReznick

Mathew Herdman

Vice President, Corporate Compliance

ASRC Federal

Dawn MacLeod Katucki Director, Government Accounting & Controls Collins Aerospace

Kimberly Lanfersieck Manager, Business Systems Compliance General Atomics Aeronautical Systems, Inc.

John Norden

Vice President - Strategic Pricing General Dynamics Information Technology

Vice President, Industry Compliance & Regulatory Affairs ManTech International

Kelly Peters Corporate Director, Corporate Contracts and Government Compliance

HII

Laura Semple Assistant General Counsel Amentum

Crystal Teed Senior Legal Counsel BAE Systems

Kristin Torcasi Vice PresidentCorporate Compliance CACI

Industry Experts

Joe Bentz Former Deputy Director Defense Contract Audit Agency

Derek Boyd Partner

Baker Tilly US, LLP

Jennifer Flickinger Partner

HKA

Steve Gilmer Director CohnReznick

Alexander Ginsberg Partner

Fried, Frank, Harris, Shriver & Jacobson LLP

Stephanie Harden Partner Blank Rome LLP

John Hindman DirectorGovernment Contract Consulting RSM

Noah Leiden Partner Baker Tilly US, LLP

Mike Mardesich Senior Manager Forvis

Gary McDonald Managing Director Great Falls Management Advisors, LLC

Don McKenzie Chief Executive Officer McKenzie Government Consulting, LLC

Former Regional Director, Eastern, DCAA

Amy Mushahwar Partner Alston & Bird

Jose Soto Director MorganFranklin Consulting

Brian Taylor Managing Director KPMG

Anuj Vohra Partner Crowell & Moring LLP

Defense, Aerospace & National Security: Legal, Regulatory, and Compliance Professionals

Tuesday, June 13, 2023

WORKSHOP A  9:00 AM–12:30 PM (REGISTRATION OPENS AT 8:30 AM)

Business Systems: A Complete Guide to Accounting and Estimating Reviews

microphone-alt Joseph Meier, Business Systems Technical Specialist & Instructor, DCAA

Mark Quirk, Vice President Industry Compliance & Regulatory Affairs, ManTech International

Kelly Peters, Corporate Director, Corporate Contracts and Government Compliance, HII

This session will focus on key accounting system requirements, audit expectations, and best practices around internal controls, policy & procedures, and audit preparation. It will also focus on estimating systems and applicable audits covering foundational requirements, audit best practices and common pitfalls to avoid.

Key Accounting System Processes, Internal Controls, & Audit Considerations

• Overall Control Environment (Including HR & Information Technology Expectations)

• Labor Accounting (Timekeeping & Labor Distribution)

• Billing System

• Indirect Cost and Rates

• Direct Contract Costs (Subcontracts, Material, Other Direct Costs)

• Accounting for Unallowable Costs

Accounting System Oversight & Monitoring

• System Reviews & Internal Audit Plans and Risk Assessment

• Developing and Maintaining System Documentation (policies, procedures, & internal controls

• Internal Control Monitoring

• Training

Estimating System Audits

• Preparing for Your Audit and What Types of Questions Will Be Asked

• Audit process and data requests

• Stakeholder involvement

• Key audit focus areas

• Historical audit results and audit trends

Estimating System Best Practices and Pitfalls

• Best practices for the audit and system adequacy challenges

• Pitfalls to avoid during an Estimating System Audit

• Unique estimating challenges, including forward pricing rates and defective pricing audits

WORKSHOP B  1:30 PM–5:00 PM (REGISTRATION OPENS AT 1:00 PM)

A Deep Dive into Pricing Best Practices and Bid Proposals: Managing the Impact of Inflation on Your Future Bids and Strategies to Mitigate Newfound Risks

microphone-alt Mike Mardesich, Senior Manager, Forvis

Jose Soto, Director, MorganFranklin Consulting

This interactive session will discuss your current pricing challenges for new bid proposals. This timely workshop will provide various strategies to navigate this area. Topics to be discussed include:

• Potential mitigation through using an inflation index but how do you justify it?

• Expected inflation rates: Normally 2%, but now 4%+

• How do you build this into your bid?

• Should you bid current prices and ask for economic price adjustment later?

• GSA and DOD views on managing inflation

• Managing direct and indirect costs to ensure reimbursement

Wednesday, June 14, 2023

9:00

Co-Chairs’ Opening Remarks

microphone-alt Mathew Herdman, Vice President, Corporate Compliance, ASRC Federal

Kelly Peters, Corporate Director, Corporate Contracts and Government Compliance, HII

9:15

DCAA Keynote Address and Audience Q & A

Terri Dilly Director Defense Contract Audit Agency

10:00

10:45 Networking Break

11:00

The Lesser-Known Takeaways on the Business Systems Audit Process: What to Expect and What to Do When There is a Finding

microphone-alt Robert Eason, Division Chief, DCAA

Kimberly Lanfersieck, Manager, Business Systems Compliance, General Atomics Aeronautical Systems, Inc.

Marc DesLauriers, Business Unit Manager-Business Systems & SOX Controls, Ball Aerospace

Noah Leiden, Partner, Baker Tilly US, LLP

This session will discuss the most pressing issues at the forefront, including:

• Understanding the length and timing of the review process

• What happens when you get a Corrective Action Request (CAR)

• Documentation best practices

• What happens after the exit conference and there is a finding?

• What happens when the audit has concluded?

More

Managing Hybrid and Virtual Workforce and Audits: Best Practices for Employee Engagement and

microphone-alt

Jennifer Desautel, Assistant Director, Policy and Quality, DCAA

Mark Quirk, Vice President Industry Compliance & Regulatory Affairs, ManTech International

Mathew Herdman, Vice President, Corporate Compliance, ASRC Federal

John Hindman, Director - Government Contract Consulting, RSM

• Best practices for managing remote audit challenges

• Tips for how Government can interact with a virtual workforce

• Employee issues – time zones, workload, and management styles

• Availability of high-quality staff to recruit

12:15 Networking Lunch

Sponsored by:

1:30

The Finer Points of Managing CAS Audits: What is Now Necessary for Audit Readiness

microphone-alt Robert Eason, Division Chief, DCAA

Kristin Torcasi, Vice President - Corporate Compliance, CACI

Nathan Geesaman, Director Government Regulatory Compliance, Accenture Federal Services

Derek Boyd, Partner, Baker Tilly US, LLP

• Purpose and Scope of CAS Audits

• When is a CAS audit triggered

• CAS standards

| linkedin: Defense, Aerospace & National Security: Legal, Regulatory, and Compliance Professionals

• Compliance best practices

• CAS disclosure requirements

• Tips to have a successful audit

2:30

Legal Updates Affecting Your Compliance Strategy: Lessons Learned from the Latest, Most Significant Regulatory and Litigation Developments

microphone-alt Laura Semple, Assistant General Counsel, Amentum

Crystal Teed, Senior Legal Counsel, BAE Systems

Stephanie Harden, Partner, Blank Rome LLP

• Lessons learned from the recent Raytheon, Boeing, and Sikorsky decisions

• Inflation guidance

3:30 Networking Break

3:45

• False Claims Act developments

• Protecting attorney-client privilege

WHAT’S NEW FOR 2023

ą Managing Hybrid and Virtual Workforce and Audits: New Lessons for Employee Engagement and More

ą The Finer Points of Managing CAS Audits: What is Now Necessary for Audit Readiness

ą Resolving the Latest Pricing Dilemmas: Unraveling the Grey Areas and Complexities in Your Proposals

Handling Supply Chain Pressures: How This Affects Your Cost and Pricing Approach Amid Increased Regulatory Scrutiny

microphone-alt Gary McDonald, Managing Director, Great Falls Management Advisors, LLC

Brian Taylor Managing Director KPMG

• Navigating production capacity challenging

• How to manage delays

4:30

• Adhering to restrictions on certain products made from Chinese companies

• Continued push for Made in America

Alumni Panel: Former DCAA and DCMA Officials Offer Unique Perspectives on the Changing Landscape

microphone-alt Joe Bentz, Former Deputy Director, DCAA

Don McKenzie, Chief Executive Officer, McKenzie Government Consulting LLP, Former Regional Director, Eastern, DCAA

Participate in an informal conversation with senior former government officials, who will share their views on the evolution of government contracts and audits, and will also take questions from the audience.

5:15

Networking Reception

Sponsored by:

6:15 End of Day One

ą Overhead Should Cost Reviews: Clarifying the Duration, Scope, and Procedures to Expect

TOP TITLES ATTENDING THIS EVENT:

VP/Director Contracts/Procurement

VP/Director Contracts Compliance

VP/Director Cost/Audit/Pricing

VP/Director Accounting

Partner/Attorney

CFO/VP/Director Finance

General Counsel/VP Counsel

•

Thursday, June 15, 2023

Overhead Should Cost Reviews: Clarifying the Expected Duration, Scope, and Procedures

microphone-alt Neil Gardner, Corporate Director, Government Compliance, Northrop Grumman Innovation Systems

Steve Lovewell, Director, Pricing Group 3 DCMAP-AC, DCMA Cost and Pricing Regional Command

• What is a Should Cost Review, Product vs. Overhead

• How/why was your organization selected?

• Distinguishing between an audit vs. a review

• Understanding the review duration / steps

• How does the contractor manage / control expenses?

• Reviewing organization efficiencies

• Planning for the review

Resolving Pricing Dilemmas: Unraveling the Grey Areas and Complexities in Your Proposals

microphone-alt Patrick Calvet, Senior Government Compliance Manager, Leidos

John Norden, Vice President - Strategic Pricing, General Dynamics Information Technology

Jennifer Flickinger, Partner, HKA

• Planning/performing walk-throughs

• Responding to RFIs

• Reviewing an responding to Preliminary Findings

• Coordination w/Should cost team & CACO/DACO

• Lessons learned from Should Cost reviews

Technology Developments: How CMMC 2.0, Cybersecurity, Data Analytics and AI are Changing the Industry

microphone-alt William R. Spence, Group Chief Defense Industrial Base Cybersecurity Assessment Center (DIBCAC), DCMA DIBCAC

Steve Gilmer, Director, CohnReznick

Amy Mushahwar, Partner, Alston & Bird

What is the current status of CMMC 2.0?

• Mitigating cybersecurity risks and how to respond to a data breach

• How is Artificial intelligence being used in many products purchased by the government and how is it managed

• Increased interest in using Data analytics for contracts

The speakers and their materials were outstanding and very helpful.

Senior Compliance Regulatory Manager, GE Aviation

Bid Protests and Delays: Navigating Tight Timelines and Ensuring Procurement Integrity

microphone-alt Alexander Ginsberg, Partner, Fried, Frank, Harris, Shriver & Jacobson LLP

Anuj Vohra, Partner, Crowell & Moring LLP

• How to document your bid protest

• Best practices to defend your contract award

• Trends in bid protests

• The life cycle of a bid protest

3:15

Future Trends: What to Keep on Your Radar for the Next 6 Months

microphone-alt Dawn MacLeod Katucki, Director, Government Accounting & Controls, Collins Aerospace

Kelly Peters, Corporate Director, Corporate Contracts and Government Compliance, HII

Lee Weber, Shipbuilding Contracting, Deputy, Naval Sea Systems Command (NAVSEA)

• Proposed ESG disclosures for contractors

• Impact of new IRAD regulations

• Managing indirect pricing rates closely throughout the life of the contract

• Future of contracting for commercial products and services

• Need for increased security for classified information

4:00 End of Conference

BED Venue Information

Crystal City Marriott at Reagan National Airport

Address: 1999 Richmond Highway, Arlington, VA 22202

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 & DCMA”.

Please note that the guest room block cut-off date is May 22, 2023. After that date OR when the room block fills, guestroom availability and rate can no longer be guaranteed.

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With conferences in the United States, Europe, Asia Pacific, and Latin America, the C5 Group of Companies: American Conference Institute, The Canadian Institute, and C5 Group, provides a diverse portfolio of conferences, events and roundtables devoted to providing business intelligence to senior decision makers responding to challenges around the world.

Don’t miss the opportunity to maximize participation or showcase your organization’s services and talent. For more information please contact us at: SponsorInfo@AmericanConference.com

About us:

The C5 Group, comprising American Conference Institute, The Canadian Institute and C5 in Europe, is a leading global events and business intelligence company.

For over 30 years, C5 Group has proVided the opportunities that bring together business leaders, professionals and international experts from around the world to learn, meet, network and make the contacts that create the opportunities.

Our conferences and related products connect the power of people with the power of information, a powerful combination for business growth and success.

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 Managing Hybrid and Virtual Workforce and Audits: Best Practices for Employee Engagement and More

y The Finer Points of Managing CAS Audits: What is Now Necessary for Audit Readiness

y The Lesser-Known Takeaways on the Business Systems Audit Process: What to Expect and What to Do When There is a Finding

y Technology Developments: How CMMC 2.0, Cybersecurity, Data Analytics and AI are Changing the Industry

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

Upcoming Events

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

Group Live Participants will earn up to 11.5 CPE credits for the Main Conference (June 14-15) and 3.5 credits each for Workshop A & B (June 13).

Group Internet Based Participants, please note that Pre-Conference Workshops A & B (June 13) will not be livestreamed. 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 May 30, 2023 and will be subject to a cancellation fee. No refunds will be granted after May 30, 2023. For more information regarding refund, complaint, and/or program cancellation policies please contact our offices at 1-888-224-2480

Book with confidence!

Register and pay to lock in your early rate and be eligible for a full refund until May 30, 2023.

If you are unable to attend for any reason, you will have the following options:

y A full credit note for you, or a colleague to attend another event.

y A full refund.