CPIC and Portfolio Management Training Workshop IV: Enable Information Technology to Support Your Agency’s Mission Success


This event qualifies for .7 CEUs

This event qualifies for 7 CPEs

This event qualifies for 7 CLPs


Overview: 

Government in today’s business environment is facing new management challenges. Agencies are facing concurrent demands to reduce IT costs, shorten deployment cycles, and respond to increased scrutiny of capital investments by OMB. The federal Capital Planning and Investment Control (CPIC) process must overcome these challenges to enable the successful delivery of new IT capabilities and services.

 

The “new CPIC” must also address the evolving pressures of regulatory requirements including the latest FITARA requirements, establishing a commodity IT investment baseline, plans for consolidating commodity IT and migrating duplicative commodity IT Services including the use of Federal Strategic Sourcing Initiative (FSSI) solutions such as print management, telecommunication expense management, and wireless devices and services.

 

At the same time, the growing maturity of the cloud encourages us to use CPIC not only as a process for optimizing investments, but for understanding how investments can be minimized through innovative sourcing strategies. If executives and IT managers are to meet these challenges, they need to analyze and prioritize their enterprises’ IT investment portfolios differently than in the past. This workshop explores such differences and provides a structured guide to modern investment and value management recognizing the importance of both cost reduction and improved mission support.
 
The portfolio management approach presented in the training workshop can assist agencies in successfully managing their IT investments by exposing strategies for leveraging common resources and strategies.  Major aspects of the portfolio management life cycle from pre-select to evaluate are discussed, as well as the importance of governance and oversight to empower executives in planning, monitoring, and tracking investments in a strategically targeted and cost-effective manner.
 

Learning Objectives
Portfolio management is a structured process in which proposed and ongoing IT investments are selected, then continually monitored and evaluated throughout their lifecycle. Successful investments as well as terminated or delayed investments are evaluated to assess their impact on future proposals and to compile lessons learned.  The presented portfolio management approach contains four phases (Pre-Select, Select, Control, and Evaluate).  Each phase is overseen by an established investment governance board, which ultimately approves or rejects an investment’s advancement to the next phase. This ensures that each investment receives the appropriate level of managerial review and that coordination and accountability exist.
 
The successful implementation of portfolio management requires senior management support, a well-defined strategy, established policies and procedures, discipline, and structured communication.  The major benefits of portfolio management are: 

  • Improved Transparency: Portfolio management identifies the current investment portfolio and leads to the establishment of a baseline, against which improvements can be measured and evaluated.  Likewise, portfolio management provides insight into how investments interact with each other and support mission needs and organizational priorities.  Management visibility and control is strengthened at all levels.  
  • Increased Accountability and Cost Control: Portfolio management offers an objective, repeatable approach to investment selection and funding.  Portfolio management permits management to effectively allocate limited resources by balancing goals and constraints.  Redundant and unproductive investments are eliminated to improve efficiency and maximize cost-savings.
  • Reduced Risk: Portfolio management leads to the early identification of risks, maximizing the opportunity to develop mitigation strategies and reducing the potential for failure.  

Organizations often invest heavily in disparate internal and external assets and initiatives.  However it is only through portfolio management that investments can realize their full potential.  Properly implemented, portfolio management improves investment and portfolio performance and ensures organizational success.

Speaker and Presenter Information

Carlene Ileto

Executive Director, Enterprise Business Management Office

Office of the Chief Information Officer

U.S. Department of Homeland Security

 

Carlene C. Ileto was named Executive Director of the Enterprise Business Management Office (EBMO) in August 2011, responsible for the governance, segment and data management architectures of the Department of Homeland Security’s $6 Billion IT Portfolio. Prior to assuming this role she was the Executive Director of the Transformation and Systems Consolidation (TASC) Program.

 

Previously, Ms. Ileto had served as director of Enterprise Voice Networks at the Internal Revenue Service, where she was in charge of the telecommunications technologies deployed in the Modernization and Information Technology Services (MITS) infrastructure for the voice network systems. These included Voice over Internet Protocol (VoIP), fax server technologies, cellular phones, wireless devices, ERAP, and voice messaging. Before assuming that position, Ms. Ileto had been Director of the Internal Revenue Service for the design, development, and maintenance of system applications to account properly for the tax revenue collected, and to manage financial and workforce resources. She was also responsible for the development, verification, deployment, and maintenance of the administrative, financial, and human resource integrated systems for the chief financial officer, Human Capital Office, Agency-wide Shared Services, and other business units.

 

Ms. Ileto previously served as Director of Accounts Management Services within Applications Development’s Customer Service Domain, where she was accountable for delivering functionality that enables IRS employees to provide improved services to American taxpayers. Earlier, she was the project director for Filing and Payment Compliance for Tax Administration Modernization. In that role, she was responsible for successfully delivering the modernized collections compliance system that re-engineered work processes, treatment streams, and new technologies.

 

Ms. Ileto joined the IRS in 1995 as a computer scientist working in the Configuration Management/Quality Assurance Program Management Office. In 2001, she served as the senior manager for the Business Systems Modernization Performance Measurement Program. A year later, she became acting deputy director of the Data Management Modernization Organization, Delivery Assurance Office, for the Customer Account Data Engine Project.

 

Ms. Ileto has spent thirty years in the information systems industry as a computer scientist/systems engineer. She began her career as a systems engineer working on the Surface Launch Cruise Missile project for BAE Systems. After two years, she joined UNISYS as a test engineer and was responsible for the integration and testing of the Shipboard Weapon System and the Real-time Target Acquisition and Reporting System. Ms. Ileto also spent twelve years with IBM as an advisory-level systems engineer and as the radar/tracking subsystem test Current as of December 2013

manager for the Air Traffic Control Division, FAA Contract.

 

A native of Virginia, Ms. Ileto holds a Bachelor of Science in mathematics, with a minor in computer science. She and her husband, a logistics analyst at BAE Systems, have been married 30 years and have two daughters. Christie graduated from Northwestern University’s Medill School of Journalism in 2007 and is currently a TV news reporter for WJZ, a CBS affiliate in Baltimore, Maryland. Kellie, who graduated from the University of Rochester in 2010, works at Kennedy Krieger Institute in Baltimore. She completed graduate school at Johns Hopkins with a concentration in autism spectrum.

 
Joe Paiva

Chief Information Officer (CIO),

International Trade Administration (ITA)

 

Mr. Joe Paiva joined the International Trade Administration (ITA) in 2014, as Chief Information Officer (CIO). He is leading efforts to help transform the way ITA delivers its products and services to global customers, accelerating both the ITA and Department of Commerce efforts to replace government owned and managed infrastructure with services from leading commercial software, infrastructure and platform as a service provider.

 

Prior to assuming the role as CIO, Joe was a successful entrepreneur, IT executive, and officer in the US Army Reserve. Enlisting in the United States Navy directly after high school, Mr. Paiva earned his degree in engineering and served eight years as both a Surface Warfare and Civil Engineer Corps Officer. Following his service, he became the CIO and Vice President of multiple private and public U.S. and international companies.

 

His commercial successes include taking a healthcare software company public; turning around a major IT services company in two years through the establishment of new business units in the U.S., Asia and Europe – quadrupling its revenues; and also launching one of the first global Voice Over Internet Protocol networks. Joe's published works include a co-authored college textbook used in several top-rated and Ivy League universities, and numerous articles about IT development, acquisition and implementation. In addition to fulfilling the role of ITA's CIO, Joe continues to serve as an officer in the U.S. Army Reserve.

 
Stuart Simon

IT Capital Planning Lead
Department of Commerce

 

As the Department of Commerce’s IT Capital Planning and Investment Team Lead, Stuart guides the Department’s IT Capital Investment policy and planning practices across its 13 operating units and $2.4 billion IT investment portfolio. Stuart provides guidance and oversight on the preparation of business cases and capital asset plans for the Department 41 major IT investments and is responsible for preparation of the Department’s annual Information Technology budget submissions to the President’s Office of Management and Budget (OMB). In support of the IT Dashboard reporting requirements, Stuart created an internal monthly IT investment assessment process to review and rate the health of each major IT investment. The results of these reviews are also used to identify the investments in most critical need for a TechStat or Commerce IT Review Board briefing. In recognition of his successful efforts to strengthen the Department’s Capital Planning and Investment Control (CPIC) practices, Stuart and his Commerce CPIC colleagues received the Commerce Department’s Bronze Medal Award for “Superior Federal Service.” And he received an Award of Excellence from the Federal CPIC Forum. Before joining the Office of the CIO, Stuart was responsible for evaluating and making budget recommendations regarding NOAA’s National Weather Service, satellite systems and capital investment programs. Earlier, as Peace Corps staff, he developed and implemented the agency’s automated budget formulation and tracking system. This followed his service as a Peace Corps Volunteer, and later an African Development Foundation consultant, in West Africa. Stuart has an MBA from New York University, a Masters in International Affairs from Columbia University, and a Project Management Professional certification from the Project Management Institute.

 
Jerry Harper

Director, Office of IT Policy and Planning

Office of the Secretary

U.S. Department of Commerce

 

Mr. Harper is Director of the Office of IT Policy and Planning at the Department of Commerce.  In addition to Records Management, his responsibilities include policy development and execution in the areas of strategic IT planning, Enterprise Architecture, Capital Planning and Investment Control, and e-Government.  Jerry’s expertise in the Information Technology field derives from 25 years’ experience in both Government and private-sector positions. His experience includes research and operational analysis, business development, strategic alliances, and business-system redesign.

 

His Government career has included experience in the Department of Commerce and Department of Defense.  As the program manager for a worldwide DoD management information system, he directed the development and operation of IT systems utilized by numerous friendly foreign nations and NATO military organizations, as well as the U.S. military.

 

His private sector experience includes positions as Director of Information Systems in an industrial manufacturing facility, Western Regional Training Manager for Raytheon Services Company, and numerous assignments as a consultant to the U.S. Navy. 

 

Through the Department of Commerce’s Commercial Law Development Program, Jerry has served as a consultant to the governments of Tunisia, Croatia, and Bosnia Herzegovina, conducting regional and international research and developing strategies for the development and deployment of e-Commerce and e-Government initiatives in developing countries.

 

Jerry holds a Bachelor’s degree in Business Administration and a Masters in Management Science and is certified by the Project Management Institute as a Project Management Professional.  He has served as an adjunct professor with the University of San Francisco where he taught Statistics, Quantitative Methods, and a full curriculum in Information Systems Management.

Instructors: 
Nick Pavski

Director
Grant Thornton

 

Nick has over 20 years of information technology management experience in federal government and the private sector. Mr. Pavski has led the development of IT performance management frameworks, IT portfolios as well as enterprise and system architectures, including IT operations architectures based on Information Technology Infrastructure Library (ITIL) best practices. He is also engaged as a technology consultant in support of large system development and integration projects as well as IT and business performance management assignments. His business application experience includes integrated financial and clinical care systems, workforce management and labor forecasting solutions as well as enterprise portal applications and business intelligence. He is currently engaged in supporting the enterprise architecture and service management functions of a major infrastructure services PMO at NOAA, an efficiency and cost-savings program at DOI, as well as a variety of architecture and performance-related assignments that focus on enhancing the business value of information technology investments.  He holds a diploma in Engineering Technology from Mohawk College, an IT Service Management (ITSM) certification, and is a certified Project Management Professional (PMP).

 
Wei Tang

Senior Manager
Grant Thornton LLP

 

Wei Tang is a Senior Manager and leads the IT portfolio management practice at Grant Thornton LLP. Mr. Tang has extensive experience in improving the performance of government agencies. He plays a significant role in developing and delivering best practices in the Governance, Portfolio Management, Capital Planning and Investment Control (CPIC), and program management areas for several major consulting firms.

 

Mr. Tang managed multiple large-scale programs focused on integration of governance, CPIC, Strategic Planning, Enterprise Architecture, project management and IT Operation with outstanding record of implementing new business concepts and delivering innovative business solutions. He helped his clients achieve their performance goals by translating the clients' strategies into portfolios, executing and measuring the portfolios. Some of his public sector clients include Department of the Interior (DOI), Department of Veteran Affairs (VA), Bureau of Land Management (BLM), International Trade Administration (ITA), Federal Reserve, Food and Drug Administration (FDA), and National Aeronautics and Space Administration (NASA), Commonwealth of Virginia, Virginia Department of Transportation (VDOT).

Mr. Tang is a Project Management Professional (PMP), a certified Information Technology Service Management (ITIL) professional, Six Sigma Greenbelt, and a MBA from Robert H. Smith Business School at the University of Maryland.

 
George DelPrete

Principal,Grant Thornton LLP
Chair of the 2012 TechAmerica,Grant Thornton Federal CIO Survey

 

George brings more than 20 years of experience in strategy and technology consulting, operational improvement, financial management and program management. He has a proven record of assembling, supervising and leading effective teams and advising executives in how to solve complex business challenges and use information technology to improve operational performance. George has helped his clients create portfolio and investment review frameworks, design acquisition and investment strategies for new technology initiatives, develop and implement shared services and cost savings strategies, and improve discipline in managing technology investment. He has also aided clients in the creation of high visibility business cases, align their IT investment portfolios and strategic plans, and develop performance-based acquisition documents with service level agreements. George holds a Bachelor of Arts degree from St. Lawrence University in Political Science and Environmental Studies.

 
Josh Breen, CSM

Manager

Grant Thornton, LLC

 

Josh Breen is a Manager in the advisory services department in Grant Thornton’s Information Technology practice.  He has more than 12 years of experience in the federal sector working with complex IT initiatives providing support in Capital Planning and Investment Control (CPIC), Earned Value Management (EVM)/ performance management, Agile Scrum coaching and program management.  His program management experience includes leading programs aimed at improving capacity response and eliminating bottlenecks; and leading rapid development prototyping projects designed to meet changing user needs and new technology development efforts.

 

Josh has experience in a variety of agencies including Dept. of Navy, DHS, BIA and USPTO where he leads the CPIC and OMB Reporting teams helping the agency manage IT investments through business strategy decisions, monitoring and reporting technical and financial performance, and evaluation against expectations. He is a Certified Scrum Master (CSM) and certified ITIL Foundations in IT Service Management.

Relevant Government Agencies

Air Force, Army, Navy & Marine Corps, Intelligence Agencies, DOD & Military, Office of the President (includes OMB), Dept of Agriculture, Dept of Commerce, Dept of Education, Dept of Energy, Dept of Health & Human Services, Dept of Homeland Security, Dept of Housing & Urban Development, Dept of the Interior, Dept of Justice, Dept of Labor, Dept of State, Dept of Transportation, Dept of Treasury, Dept of Veterans Affairs, EPA, GSA, USPS, SSA, NASA, Other Federal Agencies, Legislative Agencies (GAO, GPO, LOC, etc.), Judicial Branch Agencies, State Government, County Government, City Government, Municipal Government, CIA, FEMA, Office of Personnel Management, Coast Guard, National Institutes of Health, FAA, Census Bureau, USAID


This event has no exhibitor/sponsor opportunities


When
Wed, Apr 22, 2015, 8:30am - 5:00pm


Cost

Government Fee:  $895.00


Where
Willard Intercontinental Hotel
1401 Pennsylvania Ave., NW
Washington, DC 20004
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Website
Click here to visit event website


Organizer
Potomac Forum, Ltd


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