Runnels - the ASMC Tampa Bay Chapter
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Transcript Runnels - the ASMC Tampa Bay Chapter
ASMC & YOU
Tampa Bay PDI
Al Runnels, CDFM
Executive Director, ASMC
3 April 2014
A GENDA
Federal Financial Environment
The FM Profession
ASMC – Your Professional Society
Membership
Certification Programs (ASMC and DoD)
DoD Audit Readiness
National and Virtual PDI
2
US Government Spending
as a Percentage of GDP
(Source: FY 2012 Consolidated Federal Financial Report)
3
D EFENSE F INANCIAL
M ANAGEMENT P ROFESSION
Body of Knowledge
Ethical Standards
Legal Liability
Public Trust
4
ASMC
Non-profit association founded in 1948
Serves DoD and US Coast Guard financial managers
19,000 members, 140 chapters, 63 corporate members
Major offerings
Chapter training programs
Certification program (CDFM)
National / Regional / Local PDIs
Armed Forces Comptroller Journal
Selected training courses (Fiscal Law / Acq)
National Awards Program
Scholarship Program
Leadership Development
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M EMBERSHIP
54,000 Defense Financial Managers
2011: Highest ASMC Membership ≈ 20,000
Currently About 19,000 Members (35% of 54,000)
Down 2.7% from Last Year
February Joins and Renewals Higher than Feb Last Year
Army and Air Force 26% and 27%, respectively; Navy 13%,
USMC 4%, DFAS 7%, USCG 1%
$26 Annual Dues
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CDFM C ERTIFICATE
6,874 CDFMs (13% of 54,000) 1,587 CDFM-A
CDFMs:
Army 28%
Air Force 25%
Navy 14%
USMC 4%
DFAS 5%
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B ENEFITS
OF
CDFM
Solid foundation to support the DoD and Coast
Guard financial management communities
Increased knowledge of defense financial
management
Greater confidence on the job
Portable and tangible indicator of experience and
knowledge
Management incentives and continuing
education
Enhanced credibility and employee value
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EDFM/CDFM C ORE
C OMPETENCIES
1.
Government Resource
8.
Management Environment
Cost and Economic
Analysis
2.
Fiscal Law
9.
Internal Controls
3.
Finance
10.
4.
Accounting
Business Management
Process Improvement
11.
Auditing
5.
Defense Budget Process
6.
Manpower Management
7.
Personnel Management
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D O D FM E NTERPRISE -W IDE C OMPETENCIES
( 1 – 1 7 A P P LY TO D O D F M C P )
1.
Fundamentals & Operations
of Finance
12.
Budget Formulation, Justification &
Presentation
2.
Fundamentals & Operations
of Military & Civilian Pay
13.
Financial Management Analysis
14.
Audit Concepts, Policies & Principles
3.
Payroll Concepts, Policies
& Principles
15.
Financial Management Systems
4.
Commercial Pay Concepts,
Policies & Principles
16.
Advanced Financial Management
17.
Decision Support
18.
Audit Planning & Management
19.
Audit Reporting
20.
Decision Support - Audit Execution
21.
Financial Management & Reporting
Analysis
22.
Financial Reporting
23.
Financial Stewardship
5.
Financial Concepts, Policies
& Principles
6.
Fundamentals & Operations
of Accounting
7.
Accounting Concepts, Policies
& Principles
8.
Accounting Analysis
9.
Fundamentals and Operations
of Budget
10.
Budget Concepts, Policies
& Principles
11
CDFM I NITIAL
R EQUIREMENTS
Ethics - read and agree to abide by ASMC’s Pledge of
Professionalism
Education - High School Diploma or equivalent
Examination - pass three CDFM examination modules
Experience
No degree - have at least three years in defense-related
FM
Degree (associate or higher) - complete at least two years
of defense-related FM
If no defense-related FM - have at least four years of
federal government -related FM
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CDFM
C ERTIFICATION P ROCESS
Step 1 – Adhere to ASMC Pledge of Professionalism
Step 2 - Enroll in CDFM Program and receive enrollment welcome
message
Step 3 - Submit Verification of Financial Management Experience Form
Step 4 – Purchase CDFM examinations (3 Modules)
Step 5 – Schedule CDFM examinations
Step 6 - Prepare for CDFM examinations
Step 7 – Pass CDFM examination
Step 8 - Renew certification every two years
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CDFM C OST / M AINTENANCE
Earning the certification
Enrollment fee - $35 members
$70 non-members
Examination fee - $95 per exam
Maintaining the certification
Renewal fee - $20 members
$40 non-members
80 CPEs every 2 years (incl 2 Ethics); at least 20 in
each year
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P REPARATION
FOR
Start with www.asmconline.org
Preparation options
CDFM
Course - Enhanced Defense Financial
Management Training Course
(EDFMTC)
Refresher courses
Pre-PDI workshops
Self-Study
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C ERTIFICATION F OCUS
Focus on enrollees who have not completed CDFM
Survey - Mod 2 Budget and Cost Management
Refresher Course
Textbook Update
Exam Update
EDFMT – Credit toward DoDFMCP
Level 1 - 8 hours; Level 2 – 32 hours
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Enhanced Defense Financial Management Training Course
FM MyLearn Course Description: FMF2512 – Jul 12
Course Length: 40 hours
Aligned FM Competencies
Certification Proficiency
Level
Level
Aligned
Hours
Accounting Concepts, Policies and Principles
2
3
6
Audit Concepts, Policies and Principles
2
3
3
Budget Concepts, Policies and Principles
2
3
8
Budget Execution
2
3
5
Budget Formulation, Justification and
Presentation
2
3
4
Decision Support
1
1
5
Financial Concepts, Policies and Principles
2
3
4
Financial Management Analysis
2
3
2
Fundamentals and Operations of Budget
1
1
3
Level 1 Total
Level 3 Total
8 Hours
32 Hours
D O D FM C ERTIFICATION P ROGRAM
Approved in FY 2012 NDAA
Implementation by Components by 10/2014
Skill levels: 1, 2, and 3
Two years to complete at each level
Specific course based requirements
Additional certification encouraged
Bachelor and advanced degrees encouraged
Continuing Education and Training Units
required after completion: 40 / 60 / 80 at
Levels 1 / 2 / 3, respectively
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Purpose of DoD FMCP
Establish a framework to guide DoD FM professional development
Intent is to make a good FM workforce even better!
• Establish a mechanism to encourage key training in
Audit Readiness
Decision Support/Analysis
• Encourage career broadening and leadership
• Transition to a more analytic orientation
• Ensure financial management workforce has knowledge, skills, and abilities
necessary to achieve auditable financial statements
Course-based rather than test-based
Based on FM and Leadership Competencies
https://fmonline.ousdc.osd.mil/
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DoD FMCP Applicability
Applicable to DoD Civilians and Military in the DoD FM Workforce
DoD FM Workforce includes personnel who are assigned to FM
designated positions:
—Civilians in the 05XX Occupational Series;
—Civilians who perform financial management tasks, but are not in the
05XX Occupational Series;
—Military members in FM Occupational Specialties;
—Military members who perform financial management tasks, but are not
in FM Occupational Specialties.
All FM positions will be coded Level 1, Level 2, or Level 3
No Grandfathering—no incumbent DoD FM members receive
Certification “automatically;” all must achieve Certification
Two years to achieve certification
https://fmonline.ousdc.osd.mil/
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Vision
External Awareness
Strategic Thinking
Political Savvy
Lead the
Global Perspective
National Security Strategy Institution
Technology Management
Financial Management
Creativity and Innovation
Partnering
Lead
Entrepreneurship
National Defense Integration
National Security Environment
Human Capital Management
Leveraging Diversity
Conflict Management
Developing Others
DoD Corporate Perspective
National Security Foundation
Team Building
Accountability
Decisiveness
Influencing/Negotiating
DoD Mission and Culture
Flexibility
Resilience
Continual Learning
Service Motivation
Computer Literacy
Integrity/Honesty
Customer Service
Problem Solving
Technical Credibility
Organizations/
Programs
Lead People
Lead Teams/Projects
Interpersonal Skills
Oral Communication
Written Communication
Mission Orientation
Lead Self
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FM Certification Requirements
DoD FM Certification Requirements at each of three Levels:
–
–
–
–
–
–
Training in FM Competencies (course-based)
Training in Leadership Competencies (course-based)
Other Required Courses
FM Experience / DoD FM Experience
Developmental Assignment (Level 3)
Continuing Education and Training (CET)
Encourages:
– Formal Education and FM Test-Based Certification (Levels 2 and 3)
Foundation Built on DoD FM Competencies
https://fmonline.ousdc.osd.mil/
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FM Certification Equation: Level 1
Course
Hours
FM
Competencies
Financial Management Systems*
6
Decision Support*
4
Fundamentals and Operations of [X]
[Accounting, Budget, Finance, or
Military and Civilian Pay]*
6
Aligned Courses on FM myLearn
+
Leadership
Competencies
Lead Self Level
Aligned Courses will be on FM
myLearn
6
+
DoD FM 101 Course**
Total Course Hours
* Proficiency Level 1
** Six of the twelve modules may be waived with the
exception of Audit Readiness
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46
+
At Least 2 Yrs DoD FM Experience
FM Certification Level 1
40 CETs every two years
https://fmonline.ousdc.osd.mil/
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DoD FM 101 Modules
Course: DoD FM 101 for Level 1 Modules*
Introduction to DoD
Accounting
Finance
Budget
Audit Readiness
Fiscal Law
Ethics
PPBE
Auditing
Analysis/Decision Support
Acquisition/Contracting
Cost Analysis
Course Hours
1
2
2
3
3
2
1
2
2
2
2
2
*Six of the twelve modules may be waived with the exception of Audit Readiness
https://fmonline.ousdc.osd.mil/
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FM Certification Equation: Level 2
Course
Hours
FM
Competencies
Leadership
Competencies
Financial Management Systems*
8
Decision Support*
8
Accounting Analysis OR Financial Mgt
Analysis*
10
Budget Formulation, Justification and
Presentation OR Budget Execution*
10
Concepts, Policies and Principles of [X]*
[Accounting, Audit, Budget, Finance,
Commercial Pay, or Payroll]
10
Fundamentals and Operations of [Y]
[Accounting, Budget, Finance, or Military
and Civilian Pay]**
6
Lead Teams/Projects Level
10
Audit Readiness + Fiscal Law Course + Ethics Courses
Total Course Hours
* Proficiency Level 3
** Proficiency Level 1
60 CETs every two years
Aligned Courses on FM myLearn
+
Aligned Courses will be on FM
myLearn
+
9
71
+
At Least 4 Yrs FM Experience Required
(2 years Must be DoD FM Experience)
FM Certification Level 2
+ [Recommended] At Least One 3-month Developmental Assignment
+ [Recommended] Work towards Bachelor’s Degree
+ [Recommended] Completion of one of the DoD-approved
Test-Based Certifications
https://fmonline.ousdc.osd.mil/
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FM Certification Equation: Level 3
Course
Hours
Financial Management Systems *
FM
Competencies
Leadership
Competencies
4
Decision Support *
10
Accounting Analysis AND Financial Mgt
Analysis *
12
Budget Formulation, Justification and
Presentation AND Budget Execution *
12
Advanced Financial Management *
12
Concepts Policies and Principles of [Y]
[Accounting, Audit, Budget, Finance,
Commercial Pay, or Payroll] **
10
Lead People Level
12
Audit Readiness + Fiscal Law Course + Ethics Courses ***
Total Course Hours
* Proficiency Level 5
** Proficiency Level 3
*** Higher Proficiency Level Course
9
81
Aligned Courses on FM myLearn
+
+
+
+
Aligned Courses will be on FM
myLearn
At Least 8 Yrs FM Experience Required
(2 years Must be DoD FM Experience)
At Least One 3-month Developmental
Assignment
FM Certification Level 3
80 CETs every two years
+ [Strongly Recommended] Work towards Master’s Degree
+ [Strongly Recommended] Completion of one of the DoD-approved
Test-Based Certifications
https://fmonline.ousdc.osd.mil/
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DoD FM LMS Requirements
A Sharable/Content Object Reference Model (SCORM) & Section 508
Compliant System that Facilitates:
• Administration / Oversight / Validation / Auditability
Documents/Tracks:
•
•
•
•
•
•
Required Course Curricula for Your Positions
Achievement of Certification Requirements
Documentation of Certification Requirements
Achievement of Required # Years Work Experience
Achievement of Developmental Assignment (Level 3)
Continuing Education and Training (CETs)
Tracks Progress from Reporting to Validation
Hosts/Launches OUSD(C) Developed Web-Based Courses
Documents Waivers if Applicable
Applicable to both Civilian and Military
https://fmonline.ousdc.osd.mil
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D O D A UDIT R EADINESS
Assert audit readiness for Statement of Budgetary
Resources by end of CY2014
Begin audit of SBR in FY2015
Achieve clean audit opinions on all DoD FY 2017
financial statements
ASMC added info on audit readiness to EDFM
course material (New textbook soon to be published
for use in EDFMT)
ASMC will revise “auditing” competency area CDFM
exam module to include questions about audit
readiness
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ASMC PDI 2014
(S EATTLE C ONVENTION C ENTER )
PDI = FM Leadership / Defense FM Training and
Professional Development
CDFM Prep Training and CDFM Testing
Six General Sessions, 46 Workshops, 17 Minicourses (Levels 2 and 3)
Wednesday - Service Day – Updates on
Component FM Policy and Guidance
Up to 21 CETs/CPEs
ASMC National Awards Program
Virtual PDI 2014
29
V IRTUAL PDI 2012
73 workshops and interviews on line
Approximately 50 CPEs available
Cost: $99 ($2/CPE)
CPE management tool
1,300 participants
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Questions?
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