| Start Time | End Time | Title/Description | Presenters |
| 7:00 AM | 6:00 PM | Registration | |
| 7:00 AM | 8:00 AM | NETWORKING BREAKFAST | |
| 8:00 AM | 8:15 PM | Welcome Remarks | |
| 8:15 AM | 9:00 AM | Keynote Session | Hon. Emil Micharl; Colin Demarest; Hon. Ellen Lord |
| 9:00 AM | 9:45 AM | Keynote Session | Gen. Christopher Mahoney |
| 9:45 AM | 10:25 AM | NETWORKING BREAK | |
| 10:25 AM | 11:25 AM | A&S | OUSW(A&S) Panel |
| 10:25 AM | 11:25 AM | There’s No Excuse – Understand Your Benefits & Retire Happy
Description
When it comes to your benefits & retirement, stressing out & worrying is not going to do any good. It is time to get the understanding you need to optimize your career. A limited understanding of FEGLI, Pension, Survivors Annuity, FEHB, Social Security and TSP could cost you thousands of dollars during your working career, and even larger amounts of money during your retirement. This workshop will provide the information & insight that we know is much needed. | Val Majewski |
| 10:25 AM | 11:25 AM | Small Business Breakout: Opportunities in Data Analytics and FM Modernization | |
| 10:25 AM | 11:25 AM | AI at Your Desk: Using Copilot and Gemini to Accelerate Defense FM Workflows
Description
Most people’s first experience with AI goes something like this: type a vague question, get a mediocre answer, conclude the tool is useless. This session is about what happens after that moment – when you stop blaming the tool and start getting better at using it. Microsoft Copilot and Google Gemini are already embedded in the software defense financial managers use daily. But having access to a powerful tool and knowing how to use it are two different things. This session introduces Microsoft’s GCSE prompting framework – Goal, Context, Source, Expectations – as a practical structure for getting consistent, useful output from any AI assistant. Attendees will see the same FM task handled first with a weak prompt, then with a well-structured one, and the difference is not subtle.
We will work through real DoD FM scenarios: drafting budget narratives, summarizing policy documents, structuring data analysis requests in Excel, and cutting through email overload in Outlook and Teams. Along the way, we will address the frustration that comes with the AI learning curve – because it is real, it is normal, and there is a way through it. The session closes with a straightforward message: AI is a tool. Like any tool, it rewards those who take the time to learn how to use it well. Attendees will leave with a repeatable framework, sharper prompting instincts, and a more productive relationship with the AI already sitting on their desktop. | |
| 10:25 AM | 11:25 AM | Navy DFM Session | |
| 10:25 AM | 11:25 AM | Don’t Fear AI – Use It: Practical Ways to Save Time, Work Smarter, and Deliver More
Description
Federal financial management professionals are under increasing pressure to support audit readiness, contract closeout, budget execution, funds recovery, and resource decision-making while managing growing volumes of financial, acquisition, and program data. Too often, valuable time is spent searching for information, reconciling documentation, responding to data calls, preparing reports, and navigating complex systems rather than performing high-value analysis and decision support. This session explores how Artificial Intelligence can be used responsibly and effectively to accelerate financial research and analysis, improve visibility into workload and process bottlenecks, and reduce the administrative burden associated with financial management activities. Through practical demonstrations and real-world examples, attendees will learn how AI can rapidly analyze large volumes of financial, contractual, policy, and programmatic information to support audit readiness efforts, contract closeout activities, funds recovery opportunities, budget planning, and resource allocation decisions. The session will demonstrate how AI can assist with acquisition research, budget analysis, report development, meeting preparation, workflow automation, and generation of required supporting documentation.
Participants will also learn how AI can improve the speed and quality of financial research, strengthen audit support, accelerate contract closeout activities, identify funds recovery opportunities, improve visibility into workload trends, process performance, and resource utilization, and support more informed resource decisions across their organizations. In addition, the session will address responsible AI usage, data protection considerations, validation of AI-generated outputs, and the importance of maintaining human oversight in financial management processes. Attendees will leave with practical techniques they can immediately apply within their organizations to improve efficiency, strengthen audit support, accelerate contract closeout and funds recovery efforts, enhance budget visibility, and devote more time to strategic analysis and mission-focused decision support. | Lisa McColgan and Donna Sullivan |
| 11:25 AM | 12:25 PM | LUNCH | |
| 11:25 AM | 12:25 PM | C-Suite Summit | Dr. Craig Martell; Carmella Burruss Teeter |
| 12:25 PM | 1:25 PM | Mission Centered Delivery Leveraging New Technology and AI
Description
As the Department of War (DOW) accelerates AI adoption and digital transformation, the persistent challenge remains: how to rapidly translate newly Authorized to Operate (ATO) tools into measurable mission and financial value. This panel brings together DOW leaders from financial management, data analytics, and technology delivery to share practical strategies for bridging the gap between tool availability and mission impact. Panelists will discuss proven approaches to mission-centered delivery, focusing on how to align analytics platforms, low-code/no-code tools, automation solutions, and cloud-enabled capabilities with real operational needs.
The session will highlight methods to reduce time-to-value, including agile governance, product-centric delivery models, and cross-functional collaboration between financial managers, data scientists, and mission owners. Attendees will gain insight into overcoming common barriers such as adoption resistance, fragmented data environments, and compliance constraints, while maintaining auditability and accountability. Real-world examples will demonstrate how organizations have leveraged AI and automation tools to improve decision support, enhance transparency, and deliver actionable insights to leadership faster.
This session is designed for defense financial managers, analysts, and decision-makers seeking to maximize return on AI and new technology investments and strengthen mission outcomes. Participants will leave with actionable frameworks, best practices, and lessons learned to accelerate delivery and ensure that cutting-edge tools translate into sustained operational advantage. By focusing on mission outcomes over technology alone, this panel will equip attendees to drive meaningful, scalable transformation across the defense financial management enterprise. | Angel Wang, moderator; Danny Bethke |
| 12:25 PM | 1:25 PM | From Use Case to Scale: Reusable Patterns for Accelerating Enterprise Platform Implementations in Financial Management
Description
Enterprise platforms can provide powerful capabilities for data integration, process intelligence, automation, workflow, analytics, and AI-enabled decision support. However, agencies often struggle to translate platform investments into measurable financial management outcomes because implementation readiness is frequently underestimated. Data must be trusted, process events must be usable, exceptions must be governed, audit evidence must be traceable, and decision workflows must be tied to financial-management priorities.
This panel will explore how agencies can accelerate implementation by starting with small, reusable patterns that are platform-ready and mission-relevant. Panelists will discuss how enterprise data platforms, process intelligence tools, and automation capabilities can work together when supported by reusable financial data products, source-to-decision lineage, event-log readiness, exception taxonomies, automation queues, governance rules, and audit-evidence linkages. The discussion will focus on practical lessons for smaller agencies seeking faster time to value without large custom-build efforts. | Sireesha Deena |
| 12:25 PM | 1:25 PM | From Data to Decisions: Advanced Analytics for Budget Optimization
Description
In a constrained and rapidly changing defense environment, budget leaders must convert financial, program, acquisition, readiness, and execution data into timely resource decisions. This panel will show how Department of War analytics, trend analysis, and scenario-based modeling to improve budget formulation, monitor execution, and evaluate tradeoffs. Panelists will present practical defense financial management examples, including using obligation and expenditure patterns to identify execution risk. | Tom Harker and Ann Tipton |
| 12:25 PM | 1:25 PM | From Vendor Data to Decision Support: Modernizing Defense Payment Integrity
Description
This session will explore how government organizations are responding to recent executive orders and guidance focused on fraud, waste, abuse prevention, and payment integrity. The discussion will examine how agencies are using data governance, analytics, automation, and prepayment screening tools to strengthen controls, improve data quality, and identify risk earlier in the payment lifecycle. Panelists will share perspectives on how these mandates are shaping practical implementation across civilian and defense environments, including the use of enterprise data platforms, integrated workflows, and decision support capabilities. The conversation will highlight lessons learned, common challenges, and opportunities for cross-government collaboration to move from fragmented data toward more trusted, actionable information. | Michael Smiley; Greg Wilber |
| 12:25 PM | 1:25 PM | From Spreadsheets to Superpowers: How Generative AI Is Putting Advanced Analytics in the Hands of the Federal Financial Workforce
Description
Federal financial management has long faced a stubborn gap: the analysts who best understand the data, the budget officers, cost analysts, and resource managers living inside the numbers every day have historically depended on data scientists and IT teams to build the tools they need. The result is a backlog of unanswered questions, delayed reporting, and analytic capability concentrated in too few hands. Generative AI and natural language-driven development tools are closing that gap , and fast. What once required Python scripts, SQL queries, or dedicated developer resources can increasingly be accomplished by a functional expert typing a plain-language request.
This session explores what that shift means for defense financial management organizations: the opportunity to dramatically accelerate analytics, automate reporting workflows, and produce audit-ready outputs at the speed of mission need. Attendees will examine the practical conditions that make this possible. The right tools, the right data governance guardrails, and a workforce that understands both the capability and its limits. The session will also address the risks: what happens when AI-generated analysis is wrong, how auditability is maintained, and how organizations can build confidence in outputs without recreating the bottlenecks they’re trying to eliminate.
The takeaway is not that financial analysts are becoming developers, it’s that the line between “understanding the problem” and “building the solution” is disappearing. Defense financial management organizations that recognize this shift early and invest in enabling their functional workforce will have a measurable advantage in speed, insight, and mission support. | Peter Hanzelka; Charles Morse; Mike Keogh; Marley Bautista |
| 1:25 PM | 1:35 PM | BREAK | |
| 1:35 PM | 2:35 PM | From PEO to PAE — Rewiring How the Department of War Buys | |
| 1:35 PM | 2:35 PM | Tool Sprawl to Trusted Insight: What Defense Financial Leaders Must Fix Before Scaling AI-Enabled Decision Support
Description
Defense financial managers are being asked to use data, analytics, automation, and AI-enabled tools to support faster, more defensible decisions. However, technology alone will not solve the Department’s decision-support challenges. When new tools are layered onto fragmented legacy environments without a clear system decommissioning strategy, data governance model, and user adoption plan, organizations risk creating more complexity instead of better insight.
This session will examine how defense organizations can move beyond “tool implementation” and toward integrated, enterprise-ready decision support. Panelists will discuss the practical realities of modernizing financial management capabilities in environments where legacy systems, manual workarounds, inconsistent data definitions, and competing stakeholder needs remain significant barriers. The session will also explore emerging concepts such as secure AI-enabled access to approved agency systems, including model-context approaches that may eventually help users retrieve information across multiple authoritative sources. Rather than focusing on the technical mechanics of these capabilities, the session will emphasize the governance, change management, workforce adoption, and decommissioning considerations that must be addressed before advanced tools can deliver meaningful results at scale.
Attendees will leave with practical questions to ask before launching new analytics or AI-enabled capabilities, common pitfalls to avoid, and a framework for connecting technology modernization to measurable mission, financial management, and decision-support outcomes. | Erika Correll; Justin A. Carder; Hon. Mike Dodd and Louis Koplin |
| 1:35 PM | 2:35 PM | DFAS DFM Session | Jonathan Witter |
| 1:35 PM | 2:35 PM | From Data Dumps to Decision Advantage: Human-Centered AI for Defense Financial Management
Description
The defense financial management community is producing more data than ever, yet senior leaders need more than dashboards, reports, and spreadsheets. They need timely insight, risk awareness, defensible narratives, and actionable recommendations. This cross-service panel will explore how financial managers can evolve from data collectors and report builders into strategic decision partners as analytics and generative artificial intelligence reshape the profession. Using Air Force, Navy, and industry perspectives, the panel will distinguish between traditional data analytics and AI-enabled decision support, identify practical near-term use cases, and discuss the human skills required to use these tools responsibly. Panelists will address how AI can reduce administrative toil, accelerate synthesis, improve strategic writing, strengthen PPBE and budget narratives, and help financial managers anticipate leadership, operational, and congressional scrutiny.
The session will also emphasize what AI is not: a replacement for professional judgment, source validation, clean data, or subject matter expertise. Attendees will leave with a practical framework for applying curiosity, credibility, and critical thinking to emerging technology adoption in defense financial management. The discussion is designed for analysts, comptrollers, CFOs, resource managers, and leaders across the military services who are seeking to turn data into better, faster, and more defensible decisions. | Ruba Elbasha, Guidehouse
Angel Wang, Guidehouse
Melissa Blakesly, Air Force
Cassandra Madden, Navy |
| 1:35 PM | 2:35 PM | TBD | |
| 2:35 PM | 3:15 PM | NETWORKING BREAK | |
| 3:15 PM | 4:30 PM | Keynote Session | Hon. Michael P. Duffey; Com. William Maham; Thomas Ainsworth; William Bailey; Brent Ingraham |
| 4:30 PM | 4:35 PM | Closing Remarks | |
| 4:35 PM | 4:50PM | Hackathon Awards | |
| 4:50 PM | 6:30 PM | NETWORKING RECEPTION | |
