The Agnostic Introduction to Technology Business Management (TBM) for Federal IT Compliance

This event qualifies for 8 CLPs

This event qualifies for 8 CPP, CPP-I, C2AI

*SAVE $50 via GovEvents Registration Registration fee 


The Agnostic Introduction to Technology Business Management (TBM) for Federal IT Compliance (1 Day). This one day overview and introductory course allows the attendee to be eligible for eight (8) Continuous Learning Points (CLPs) for continuing professional education towards a variety of certifications and practices.


Technology Business Management means different things to different people. It can be:  

(1) A proprietary software solution implemented by consulting firms with a council that may or may not truly represent the variety of commercial off-the-shelf (COTS) options and vendors (yet)

(2) A framework for assigning costs to information technology in certain "cost towers" that does NOT have to be vendor-specific

(3) An approach that has been successfully implemented in the private sector but faces real cultural and financial obstacles in the federal market

(4) A best practice that fits into the Technical Reference Model (TRM) component of a compliant federated architecture approach; enabling clearer insight into how resources are expended in service-driven technologies that more accurately can depict how the fed spends money beyond operations, maintenance, development, modernization or enhancements.


Our instructors will provide an "agnostic" overview to assist attendees with how to undertand the intent, the compliance-driven mandate from the Office of Management & Budget (OMB). We will review what has been incorporated into mandatory financial and project/ program/ portfolio/ investment reporting during 2017 (for Budget year 2019) as well as a review of what is prognosticated to be rolled out in terms of reporting for 2018 (budget years 2020 and 2021).


As we continue to refine the requirements and emerging information we will continue to post updates to course agenda, information and content.



Shawn Battle, CPP-I

Janelle Moore, MSIM, CPP, CPP-I, GRC-IT, CGEIT 


What we will cover:

What is TBM?

When are our due dates for compliance activities?

Where do we derive our guidance? Do we find help?

Why must we consider the application of this Framework?Who are the key players & stakeholders?

How do we make this successful?

Current Budget Guidance from Office of Management & Budget and the TBM compliance roll-out, to include cost pools, IT cost towers, definitions, framework and timeline.

Legislative Drivers, Enablers, & Considerations

How does this relate to IT Capital Planning & Investment Control (CPIC) and mandatory compliance reporting?

*Mandatory attendee survey for course completion and credit eligibility

**Mandatory required reading


More information will be provided in updates to this content.

Guest lecturers are often arranged for special topics.


We offer Continuous Educational Units (CEUs) which we also call Continuous Learning Points (CLPs) that count towards Federal Acquisition Certification federal standards and Capital Planning Professional educational standards. Attendees may self-report their education to the Project Management Institute for conversion to PDUs, to cover continuing educational or elective credits that are applicable to certification maintenance, such as for the PMP - Project Management Professional Certification. The Project Management Institute maintains a conversion chart on their website for these purposes. 

Speaker and Presenter Information

Janelle Moore is presently the Executive Director of the Federal Capital Planning & Investment Control (CPIC) Forum. Janelle works directly for CIO Program Management Offices (PMOs); directing and supporting senior management with their portfolio management, information technology (security) and capital planning investment initiatives. Also a published author, Janelle has written extensively for clients and as an advocate for military and special needs families; producing white papers, all facets of proposal support, technical requirements, Capital Asset business case justifications, Capital Portfolio Investment Control documents and a variety of governance documentation products for Congressional reviews. Janelle is co-author of the Capital Planning and Investment Control Guidebook, The Wounded Warrior Handbook ("The Red Book"), The Wounded Warrior Handbook Second Edition, Life After The Military: A Handbook For Transitioning Military, Special Needs Families In The Military: A Resource Guide, The Military Marriage Manual. Janelle is a graduate of East Carolina University, National Defense University, and Syracuse University; with a B.A. degree in Philosophy and Business Administration and a Masters of Science in Information Management from Syracuse University. Janelle holds a Masters of CIO Studies Certificate, Masters of Information Assurance Certificate and two additional CIO Certificates from National Defense University and General Services Administration (GSA). Janelle holds GRC, CGEIT, CPP, and CPP-I certifications.


Shawn Battle is presently serving in the capacity of co-chair of the CPIC Forum's Certification & Education Special Interest Group (SIG), is a CPP-I certified instructor and has joined the TBM Council among other qualifications and credentials.

Expected Number of Attendees


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, Census Bureau, Office of Personnel Management, Coast Guard, National Institutes of Health, FAA, USAID, State & Local Government, National Guard Association, EEOC, Federal Government, FDA, Foreign Governments/Agencies

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Thu, Dec 6, 2018, 9:00am - 4:30pm

Carlyle Crescent
1940 Duke Street
Suite 200
Alexandria, VA 22314
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Event Sponsors

Federal CPIC Forum
Zen Federal LLC

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