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

Pre-Conference Workshops on June 13th!

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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

Terri Dilly Director DCAA

DCAA and DCMA Updates:

Benchmark with Senior Executives From: y Accenture Federal Services y Amentum

Jennifer Desautel Assistant Director, Policy and Quality DCAA

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

y ASRC Federal

Robert Eason Division Chief DCAA

Joseph Meier Business Systems Technical Specialist & Instructor DCAA

y Ball Aerospace

SUPPORTING SPONSOR:

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y BAE Systems

y CACI International

y General Atomics y General Dynamics y GKN Aerospace y HII y Leidos y ManTech International y Northrop Grumman

ASSOCIATE SPONSORS:

AmericanConference.com/DCAA • 888 224 2480

Part of C5 Group’s NATIONAL SECURITY CONFERENCE PORTFOLIO

MEET OUR DISTINGUISHED SPEAKER FACULTY Keynotes

Government Contractors Lt. General Dave Bassett Director Defense Contract Management Agency

Patrick Calvet Senior Government Compliance Manager Leidos

Terri Dilly Director Defense Contract Audit Agency

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

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)

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

Mark Quirk 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 President Corporate 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

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

Stephanie Harden Partner Blank Rome LLP John Hindman Director Government 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

Workshops are offered in person only

PRE-CONFERENCE WORKSHOPS

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.

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

Key Accounting System Processes, Internal Controls, & Audit Considerations

• Stakeholder involvement

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

• Key audit focus areas

• Labor Accounting (Timekeeping & Labor Distribution)

• Historical audit results and audit trends

• Billing System

Estimating System Best Practices and Pitfalls

• Indirect Cost and Rates • Direct Contract Costs (Subcontracts, Material, Other Direct Costs) • Accounting for Unallowable Costs

WORKSHOP B

• 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

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

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Part of C5 Group’s NATIONAL SECURITY CONFERENCE PORTFOLIO

MAIN CONFERENCE DAY 1

10:45

Wednesday, June 14, 2023

11:00

Networking Break

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

9:00

Co-Chairs’ Opening Remarks

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

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

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

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

Noah Leiden, Partner, Baker Tilly US, LLP

9:15

DCAA Keynote Address and Audience Q & A Terri Dilly Director Defense Contract Audit Agency

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

10:00

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

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

• What happens when the audit has concluded?

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

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

• Best practices for managing remote audit challenges • Tips for how Government can interact with a virtual workforce

Kristin Torcasi, Vice President - Corporate Compliance, CACI

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

Nathan Geesaman, Director Government Regulatory Compliance, Accenture Federal Services

• Availability of high-quality staff to recruit

Derek Boyd, Partner, Baker Tilly US, LLP MEDIA & ASSOCIATION PARTNERS:

NAGC

• Purpose and Scope of CAS Audits

• Compliance best practices

• When is a CAS audit triggered

• CAS disclosure requirements

• CAS standards

• Tips to have a successful audit

N AT I O N A L A S S O C I AT I O N O F GOVERNMENT CONTRACTORS

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

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

• 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

Networking Break

3:45

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

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

microphone-alt Gary McDonald, Managing Director, Great Falls Management Advisors, LLC Brian Taylor Managing Director KPMG • Navigating production capacity challenging • How to manage delays

• Adhering to restrictions on certain products made from Chinese companies

TOP TITLES ATTENDING THIS EVENT:

• Continued push for Made in America

25%

4:30

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

VP/Director Contracts/Procurement VP/Director Contracts Compliance

20%

VP/Director Cost/Audit/Pricing

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.

Partner/Attorney CFO/VP/Director Finance

13% 8%

5:15

Networking Reception Sponsored by: 6:15

VP/Director Accounting

19%

8%

General Counsel/VP Counsel

7%

End of Day One

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Part of C5 Group’s NATIONAL SECURITY CONFERENCE PORTFOLIO

MAIN CONFERENCE DAY 2

Thursday, June 15, 2023

11:00

Overhead Should Cost Reviews: Clarifying the Expected Duration, Scope, and Procedures microphone-alt Neil Gardner, Corporate Director, Government Compliance, Northrop Grumman Innovation Systems

8:55

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

Co-Chairs’ Opening Remarks

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

9:00

DCMA Keynote Address and Audience Q & A Lt. General Dave Bassett Director Defense Contractor Management Agency

• 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

9:45

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 for the review • 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 12:00

• Forward pricing best practices

Networking Lunch Sponsored by:

• Latest developments on defective pricing • Proper treatment of commerical items

1:15

• How to account for inflation

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

10:45

Networking Break

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

Steve Gilmer, Director, CohnReznick

The speakers and their materials were outstanding and very helpful.

Senior Compliance Regulatory Manager, GE Aviation

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

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

2:15

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

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.

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

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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 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.

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.

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Field of Study: Accounting (Governmental) Additional credit in Audit (Governmental, Business Law, IT, Specialized Knowledge Email: education@americanconference.com for breakdown by credit

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