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Z Sample CPE Tracking OMB Circular A-123 History Letter 1981 OMB - PDF document

Nov 24, 2023 •299 likes •426 views

8/12/2020 FY 2020 CEAR Program Preparer Training August 12, 2020 | 2-3:50 p.m. ET | 2 CPEs | 2 PDUs |FOS: AUDG Slide 1 1 Z Sample CPE Tracking OMB Circular A-123 History Letter 1981 OMB First Issued Circular No. A-123, Internal

  1. 8/12/2020 FY 2020 CEAR Program Preparer Training August 12, 2020 | 2-3:50 p.m. ET | 2 CPEs | 2 PDUs |FOS: AUDG Slide 1 1 Z Sample CPE Tracking OMB Circular A-123 History Letter 1981 – OMB First Issued Circular No. A-123, Internal Control Systems • • 1982 – OMB Issued Internal Control Guidelines and the Federal Managers Financial Integrity Act was • enacted • 1983 – OMB Issued an Updated Circular No. A-123, Internal Control Systems • • 1986–OMB Updated A-123 to Require Management Control Plans to guide efforts • • 1995–OMB updated A-123, Management Accountability and Control to reflect GPRA, CFO Act, IG • Act • 2004 – OMB updated A-123, Management’s Responsibility for Internal Control and added Appendix A, • Internal Control Over Financial Reporting Slide 2 2 1

  2. 8/12/2020 Professional Development Units (PDUs) • 2.0 PDUs • PDU Claim Code: 4855FUBQWC Slide 3 3 Today’s Agenda: 2 p.m. Welcome/CEAR Program Overview– Kia Lor, PMP, CMP 2:15 p.m. AGA CEAR Guidelines – Diane Dudley - Overview of Guidelines - Notable changes to FY2020 CEAR Guidelines 3:15 p.m. Commendable Practices - Hal Steinberg - Special Awards - CEAR with Value Added Distinction 3:30 p.m. Tips from Value-Added Distinction Award Winner - FAA 3:50 p.m. Evaluation, CPE Certificate – Kia Lor Slide 4 4 2

  3. 8/12/2020 Speakers: • Kia Lor, PMP, CMP , Senior Manager, Meetings & Programs • Diane Dudley, CGFM, CPA, CEAR Board Chair • Hal Steinberg, CGFM, CPA, CEAR Technical Consultant, AGA • Allison Ritman , Director, Financial Management, FAA Slide 5 5 Welcome & CEAR Program Overview Speaker: Kia Lor, PMP, CMP , Senior Manager, Meetings & Programs • Benefits of the CEAR Program • CEAR Awards Slide 6 6 3

  4. 8/12/2020 Reasons Why Agencies Participate: • We participate in the CEAR program because we believe it is important to present the most informative, interesting, useful, and readable financial and performance information possible. And we believe in continuous improvement. • The CEAR program provides our team with inspiration and motivation to prepare the very best document that they can. Otherwise, the summary of best practices is very beneficial. Also very beneficial are the summaries of special Best-in-Class awards across all winning agencies. • We participate to demonstrate our commitment to excellence and to challenge ourselves to continuously improve our AFR. The review comments are helpful (suggestions for improvement) and encouraging (highlighting what is done well). It is also a pleasure to celebrate excellence during the Awards Dinner. • To get an unbiased and quality review of our report, with recommendations on how to improve. Slide 7 7 AGA CEAR Guidelines Speaker: Diane Dudley, CGFM, CPA, CEAR Board Chair • Overview of the Guidelines • Notable changes for FY 2020 Slide 8 8 4

  5. 8/12/2020 Award Winning Practices & Pitfalls Speaker: Hal Steinberg, CGFM, CPA, CEAR Technical Consultant, AGA • Commendable Practices – Summary of Results • Special Awards • CEAR with Value Added Distinction Slide 9 9 Aug. 6 | 6:30 – 8 PM Slide 10 10 5

  6. 8/12/2020 CEAR with Value-Added Distinction Award Allison Ritman, Director, Financial Management, FAA Slide 11 11 FAA and the CEAR Program • FAA has received a CEAR award for 16 of the last 17 years. Best in Class awards 7 times. Significant years: • FY 2002 • FY 2003 • FY 2006 • FY 2019 • FAA is not required to prepare an AFR/PAR, but does so to demonstrate accountability Slide 12 12 6

  7. 8/12/2020 Expectation v. Reality for the FAA PAR/CEAR Process • Commitment of resources • Producing PAR in tandem with numerous other critical year-end activities and wearing “multiple hats” • Deadline for bureaus is accelerated to support departmental reporting deadline Slide 13 13 FAA PAR Team and Process • Fourteen cross-organizational team members • Bi-weekly team meetings from June through PAR publication • Project plan with interim deadlines • Engage every FAA line of business and staff office • Interviews • Data collection • Formal review and clearance processes Slide 14 14 7

  8. 8/12/2020 Best Practice Recommendations • Engage program offices • Generate “buzz” within the agency • Use previously published information to the extent possible • Have (or be) a champion of the program • Solicit volunteer internal agency reviewers • Strive for continuous improvement Slide 15 15 Questions for Allison? Slide 16 16 8

  9. 8/12/2020 CEAR Program Application Criteria • Follow the FY 2020 CEAR Program Guidelines • Reference commendable practices – Summary of results • Completed CEAR application by Dec. 11, 2020 • Original letter signed by your agency’s CFO or equivalent-level official requesting that your report be reviewed • 6 printed copies of: • PAR/AFR report - Requirement • Response to last year’s recommendations – Strongly encouraged Slide 17 17 Address to mail complete application packet: AGA ATTN: CEAR Program 2208 Mount Vernon Ave. Alexandria, VA 22301 Visit CEAR’s application criteria website - https://www.agacgfm.org/Standards- Guidance/CEAR/Apply.aspx Slide 18 18 9

  10. 8/12/2020 Become a Reviewer • Another way to learn is from each other! • Learn more at https://www.agacgfm.org/Standards- Guidance/CEAR/Reviewers.aspx • Application to apply is December 11, 2020 • Reviewer Training Dec. 2, 2020, 2 – 3:50 PM ET -- 2 CPEs, 2 PDUs, FOS: ACCG Slide 19 19 FY2020 CEAR Awards Ceremony Location: Marriott Marquis, Washington, DC Date: Thursday, May 27, 2021 Attire: Black tie preferred Slide 20 20 10

  11. 8/12/2020 Thank You for Participating! Contact: cear@agacgfm.org Slide 21 21 11

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