15th Anniversary Celebration Advanced Forum on DCAA & DCMA Cost, Pricing, Compliance & Audits - WEB

Advanced Forum on

DCAA & DCMA

COST, PRICING, COMPLIANCE & AUDITS

June 25–26, 2024

Benchmark with Senior Executives from:

Sheraton Pentagon City Hotel | Pentagon City, VA What’s New For 2024:

y Accenture Federal Services

y AeroVironment

y Arcfield

y ASRC Federal

y BAE Systems

y CACI International

y Clark Construction Company

y Coherent Aerospace & Defense

y Draper

y GE Aerospace

EARN CPE CREDITS

KEYNOTE SPEAKERS

Debbra Caw Deputy Director Defense Contract Audit Agency

John M. Tenaglia

Principal Director, Defense Pricing and Contracting Office of the Secretary of Defense

U.S. Department of Defense

y International SOS

y Jacobs

y KBR

y L3Harris

y Leidos

y Leonardo DRS

y Lockheed Martin

y ManTech

y Northrop Grumman

Innovation Systems

y Peraton

į Update on Current Activities at the Cost Accounting Standards Board (CASB)

į Government Compliance Best Practices: Practical Tips to Ensure Proactive Audits

į Technology Innovation: How Government and Industry are Using AI and Data Analytics

į CMMC 2.0: How Will the Proposed Rule Affect Your Future Bids?

į Working Together: Prime-Sub Relationship Tips for Success

į Unilateral Changes in Cost Accounting Practices: How to Prepare the Cost Impact Statement?

į CAS Audits Are Coming: Is Your Organization Ready?

Meet Our Distinguished Speaker Faculty

Conference Co-Chairs

Luis Ambroggio Vice President Contracting and Compliance PCSI

Jennifer Flickinger Partner

HKA

Mark Smith Chief Government Compliance Officer BAE Systems

Government Speakers

Justin Carder Chief Digital and AI Officer Defense Contract Audit Agency

Debbra Caw Deputy Director Defense Contract Audit Agency

Jennifer Desautel Associate Director Defense Contract Audit Agency

David S. Dolgin

Contracting Officer, Office of Acquisition and Grants Management (OAGM) Centers for Medicare & Medicaid Services (CMS)

Daniel Hawley Director, Commercial Item Group Defense Contract Management Agency

John L. McClung

Accountant & CAS Board Manager Office of Federal Procurement Policy Office of Management and Budget

Crystal Teed Senior Counsel United States Marines Corps

John M. Tenaglia

Principal Director, Defense Pricing and Contracting Office of the Secretary of Defense U.S. Department of Defense

Government Contractors

Sean Bamford

Associate General Counsel – Legal Director Government Contracts, Government Finance & Cybersecurity

Lockheed Martin

James Chang

Associate Director - Government Controls and Compliance Pratt & Whitney

David Cozart Director Coherent Aerospace & Defense, Inc.

Alex delaCruz Director of Government Compliance AeroVironment Inc

Traci Dillon

Executive Leader, Government Business & Controllership GE Aerospace

Neil Gardner Director Government Compliance Northrop Grumman Innovation Systems

Nathan Geesaman Director, Government Regulatory Compliance Accenture Federal Services

Matthew Herdman Vice President, Corporate Compliance ASRC Federal

Peter Herman Senior Director, Regulatory Affairs & Compliance Arcfield

– Government Accountant, Mass Virtual

Kim Herrington Vice President, Government Finance

L3Harris Technology Former Director/Acting Deputy

Assistant Secretary of Defense, U.S. Department of Defense

Kent Kiffner

Senior Director, Legal KBR

Anthony Kim VP, Government Compliance CACI International

Jason Mack Vice President of Government Compliance Jacobs

Barbara Michael SVP Government Compliance Peraton

Grace Mureithi

Compliance Executive Clark Construction Group

John D. Peacock

Senior Vice President ASRC Federal

Jamie Pereira Director, Government Accounting and Compliance Draper

Matthew Popham

Senior Vice President, Government Compliance Leidos

Mark Quirk Vice President Industry Compliance & Regulatory Affairs ManTech

Marc Salko

Corporate Vice President, Government Compliance & Accounting

Leonardo DRS, Inc.

Industry Experts

JK Aier

Senior Associate Dean for Academic Affairs and Global Engagement

Associate Professor of Accounting

George Mason University

Giacomo Apadula

Principal

RSM US LLP

Steve Gilmer Director CohnReznick LLP

Stephanie Harden Partner

Blank Rome LLP

Noah Leiden Partner

Baker Tilly

Drew Lewis Director Baker Tilly

Robert Metzger Chair of Cyber Privacy Practice

Rogers Joseph O’Donnell PC

Edward Morley

Principal EY

John Polcari Director HKA

Mark D. Taylor

Regulated Industry Advisor Cognitus

Tom Tollerton Principal FORVIS

Pre-Conference Workshops

Monday, June 24, 2024

Workshop A  9:00am–12:30pm (Registration opens at 8:30am)

Business Systems Audit Readiness: Critical Pre-Planning Steps to Ensure That You Are Audit Ready

Microphone-alt Edward Morley, Principal, EY

James Chang, Associate Director - Government Controls and Compliance, Pratt & Whitney

Your organization will very likely be having business systems audits soon, and spending time now to plan accordingly will surely affect your audit readiness.

This hands-on session will provide a fully updated toolkit to implement when you are back in the office. Plus, benefit from speaker-prepared referenced materials for your daily work. Key topics to be discussed include:

• What to expect from a DFARS Audit

• Key documents and flowcharts to help you prepare

• Discussion of DCMA review and DCAA audit approaches

• Conducting self-assessments and monitoring

• What to expect on Day 1 of the audit

• Discuss the difference the different business systems and what to expect for each

Workshop B  1:30pm–5:00pm (Registration opens at 1:00pm)

Commercial Determinations: A Deep Dive into the FAR Requirements and How to Incorporate CDs into Your Pricing

Microphone-alt Daniel Hawley, Director, Commercial Item Group, Defense Contract Management Agency

Crystal Teed, Senior Counsel, United States Marines Corps

This interactive session will discuss the uniform definitions for commercial products and services and will review the substantial role that these items play in the DOD procurement process. Topics to be discussed include:

• Determination of whether a product or service is commercial

• What documentation is required for commercial determination?

• How to submit a compliant bid

• Potential pitfalls to watch out for and recent lessons learned

• Partnering with your Contracting Officer to submit your CDs

• Best practices to mitigate the risk of your CD being rejected

Tuesday, June 25, 2024

8:00 Registration and Continental Breakfast

9:00

Co-Chairs’ Opening Remarks

Microphone-alt

Mark Smith, Chief Government Compliance Officer, BAE Systems

Luis Ambroggio, Vice President Contracting and Compliance, PCSI

Jennifer Flickinger, Partner, HKA

9:15

DCAA Keynote Address and Audience Q & A

Debbra Caw Deputy Director Defense Contract Audit Agency

9:45

Industry Perspectives: What is Keeping Large, Mid-Sized and Smaller Contractors Up at Night?

Microphone-alt Kim Herrington, Vice President, Government Finance, L3Harris Technology, Former Director/Acting Deputy Assistant Secretary of Defense, U.S. Department of Defense

Mark Smith, Chief Government Compliance Officer, BAE Systems

Jason Mack, Vice President of Government Compliance, Jacobs

Jamie Pereira, Director, Government Accounting and Compliance, Draper

• Working within the constraints of the government budget process

• How to manage ESG reporting

• How to account for inflation and rising interest rates

• Workforce challenges from recruiting to hybrid work

• Managing global supply chain pressure

10:45 Networking Break

2.0 and the Future of Cybersecurity Certification: How the Proposed Rule Will Affect Your Bids

Microphone-alt Tom Tollerton, Principal, FORVIS

Robert Metzger, Chair of Cyber Privacy Practice, Rogers Joseph O’Donnell PC

Steve Gilmer, Director, CohnReznick LLP

• Overview of the new proposed rule

• What to expect from the certification process

• Compliance challenges to address

• How will this impact other cyber disclosure regulations?

• What is the expected implementation date?

12:00

Networking Luncheon Roundtables with Industry Experts

Benefit from smaller-group discussion and networking over lunch!

1:15

Technology Innovation: How Government and Industry are Evaluating the Risk and Benefits of AI and Data Analytics

Microphone-alt Justin Carder, Chief Digital and AI Officer, Defense Contract Audit Agency

Drew Lewis, Director, Baker Tilly

Anthony Kim, VP, Government Compliance, CACI International

• Role of data analytics within DCAA: structure and intent of team

• Use cases for data analytics and AI within common audits.

• Tools and techniques currently in place

• Industry best practices: Identifying trends and monitoring controls

2:00

Business Systems Audits: Lessons Learned and Potential Changes to the Business Systems Process on the Horizon

Microphone-alt

Jennifer Desautel, Associate Director, Defense Contract Audit Agency

Marc Salko, Corporate Vice President, Government Compliance & Accounting, Leonardo DRS, Inc.

Nathan Geesaman, Director, Government Regulatory Compliance, Accenture Federal Services

Mark D. Taylor, Regulated Industry Advisor, Cognitus

• Common audit findings among contractors

• Best practices for purchasing and estimating systems

• Status of potential changes to the business system rules

• What happens after the audit is over 3:00

Pricing Considerations: Best Practices, Recent Trends, and Regulatory Updates Affecting Government Contract Cost and Pricing

Microphone-alt Giacomo Apadula, Principal, RSM US LLP

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

John D. Peacock, Senior Vice President, ASRC Federal

• Strategic pricing trends & considerations

• Forward pricing rates

• Subcontractor pricing considerations

• Dealing with inflation

• Cost & Pricing Data and TINA audits

4:15

Legal Updates: Implications for Compliance and Audits

Microphone-alt Sean Bamford, Associate General Counsel – Legal Director Government Contracts, Government Finance & Cybersecurity, Lockheed Martin

Kent Kiffner, Senior Director, Legal, KBR

Stephanie Harden, Partner, Blank Rome LLP

• Impact of the Booz Allen settlement

• Contract Disputes Act requirements for negotiating and litigating contracts

• Raytheon, Sikorsky and more ongoing cases

• Increasing number of whistleblower complaints and False Claims litigation

• Continuation of Covid claims re Sovereign Acts defense 5:00

Networking Reception Sponsored by 6:00 End of Day One

Wednesday, June 26, 2024

8:30 Continental Breakfast

8:55

Co-Chairs’ Opening Remarks

9:00 DOD Keynote

John M. Tenaglia

Principal Director, Defense Pricing and Contracting Office of the Secretary of Defense U.S. Department of Defense

9:30

Government Compliance Best Practices: Practical Tips to Ensure Proactive Audit Readiness

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

Grace Mureithi, Compliance Executive, Clark Construction Group

Noah Leiden, Partner, Baker Tilly

• Mandatory disclosures dos and don’ts

• Business system reviews self-assessment

• Working effectively with DCAA/DCMA

• How and when to involve senior management

10:30 Networking Break 11:00

Cost Accounting Standards Board (CASB): Current Activities of the Now Fully

Appointed Board

Microphone-alt Matthew Popham, Senior Vice President, Government Compliance, Leidos

John L. McClung, Accountant & CAS Board Manager, Office of Federal Procurement Policy, Office of Management and Budget

JK Aier, Senior Associate Dean for Academic Affairs and Global Engagement, Associate Professor of Accounting, George Mason University

• Status of Conformance of CAS to Generally Accepted Accounting Principles (GAAP) - Open cases

• Discuss CASB Federal Register Notices

• Application of CAS to Indefinite Delivery Vehicle (IDVs) contracts

• Section 809 Panel recommendations Relative to CAS

11:45 Networking Luncheon

1:00

Unilateral Changes in Cost Accounting Practices: How to Prepare the Cost Impact and What to Anticipate from the Regulators

Microphone-alt Barbara Michael, SVP Government Compliance, Peraton

Anthony Kim, VP, Government Compliance, CACI International

• Need for conducting ROM cost impact analysis for materiality

• How to calculate the cost impact

• Implications of October 2023 DCAA and DCMA guidance

1:45

CAS Audits

Are Coming: Is Your Organization Ready?

Microphone-alt Traci Dillon, Executive Leader, Government Business & Controllership, GE Aerospace

Alex delaCruz, Director of Government Compliance, AeroVironment Inc.

Jennifer Flickinger, Partner, HKA

• New focus on CAS audits

• 19 different standards, but which are most important?

• CAS 403.404. 409

• Administrative requirements, including preparation of the Disclosure Statement and post-award contracts

2:45

Collaborative Best Practices: Prime- Sub Relationship Tips for Success

Microphone-alt Luis Ambroggio, Vice President Contracting and Compliance, PCSI

David Cozart, Director, Coherent Aerospace & Defense, Inc.

• More pressure to increase small business contracting — and what it means for large and mid-sized contractors

• Flow down terms and conditions

• Certified cost or pricing data considerations

• Small business sub-contracting tips

• How to account for affordability and obsolescence

3:30

Third Party Audits: Practical Considerations When Your Audit is Outsourced

Microphone-alt Matthew Herdman, Vice President, Corporate Compliance, ASRC Federal

David S. Dolgin, Contracting Officer, Office of Acquisition and Grants Management (OAGM), Centers for Medicare & Medicaid Services (CMS)

• Benefits of pre-audits

• Differences in approach and scope

• The audit acquisition process

4:00

• Conflict of interest issues

• Risk assessments and audit continuity

Government Contracting Hot Buttons: Key Areas to Watch for the Rest of 2024 and Beyond

Microphone-alt John Polcari, Director, HKA

Peter Herman, Senior Director, Regulatory Affairs & Compliance, Arcfield

• Potential focus on idle facilities costs

• Continued challenges with mergers and acquisitions and external restructuring

• Impact of grant awards from CHIPS Act and Infrastructure Bill

• Predictions on potential changes post-election

• Conference take-aways that will impact 2025

4:45 Conference Adjourns

UPCOMING EVENTS

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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

I liked the interaction of the panelist with the attendees during the Q&A sections and the DCAA updates provided during the event.

– Audit Manager, Booth Management Consulting LLC

The speakers and their materials were outstanding and very helpful.

– Senior Compliance Regulatory Manager, GE Aviation

C5 celebrates 40 years of excellence! We are thrilled to have provided exceptional conference experiences globally with our outstanding team, speakers, sponsors, partners, and attendees. To mark this milestone, we're launching a new logo which represents our commitment to innovation, growth, and excellence, represented by the five Cs of C5: Current, Connected, Customer-Centric, Conscientious, and Committed.

Looking back on 40 years, we are grateful for our achievements—hosting global conferences, uniting industry leaders, and supporting business growth. However, we are not done yet! We are committed to pushing boundaries and creating impactful experiences and we're excited for the next 40 years of success.

Building VENUE INFORMATION

Accommodations

Register and pay to lock in your early rate and be eligible for a full refund until June 11, 2024.

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.

by June 11, 2024.