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October 2011 Newsletter
Citation preview
Update on the DoD Financial Management Certification Program
Inside this issue: President’s Message 1
ASMC National News 2
Breakfast Seminar 3
Member News 4-11
CDFM Awarded 12
Executive Staff 13
October Issue Volume 5 * 2011
It’s now official. On October 13
th, Secretary Panetta signed a
letter on “Improving Financial In-formation and Achieving Audit Readiness” which dictated that DoD will have a pilot certification program for financial managers by the end of calendar year 2012.
1
This new program is already under development by a Senior DoD Working Group led by Ms. Sandra Gregory, OUSD(C) FWM. Under the current draft of the pro-gram, financial managers will be required to certify at one of three levels depending on the future coding of their specific job posi-tion. These levels are reminis-cent of the acquisition career field certifications available through the Defense Acquisition Univer-sity. Certification at each level will require completion of specific courses in some of the 23 FM and 3 leadership competencies identified by the working group. Each level is also envisioned to
require a certain number of years of experience working in the appli-cable career field. Additional rec-ommended requirements for each level include increasingly ad-vanced degrees and completion of test-based certification programs such as the CDFM. Finally, each financial manager will have to maintain their certification by ac-quiring a set number of continuing professional education (CPE) cred-its each year based on their level. Fortunately, membership in the ASMC Aloha Chapter helps pre-pare all of us to meet these future requirements. CPEs are easy to accumulate through the quality training available to members, whether through access to Armed Forces Comptroller, asmconline.org online training, monthly chapter meetings, or the Aloha Chapter’s active CDFM edu-cation program. You can learn more about the current status of this certification program by listening to an audio presentation by Ms. Gregory that is
Na Leo o Ka Luna Kālā
“The Voice of the Comptrollers”
now posted on the ASMC web-site.
2 We’ll soon be posting her
slides on the Aloha Chapter web-site as well.
3
There’s no better time than now to prepare!
Fred Dini, CDR, SC, USN, CDFM-A
1 http://www.asmconline.org/wp-content/
uploads/2011/10/SD-Audit-Memo-13-Oct.pdf
2 http://www.asmconline.org/2011/10/will-
your-career-be-affected-by-the-proposed-dod-financial-management-certification-program-listen-to-this-audio-presentation-to-find-out/
3 http://chapters.asmconline.org/aloha/
ASMC
National ASMC Corner
Will Your Career be Affected by the Proposed DoD Financial Management Certification Pro-
gram?
Service VPs are your financial management
network link to the ASMC Aloha Chapter:
MSgt Daniel Rea
(808) 449-3658
[email protected] Air Force VP
CPT Geoffrey Mosley
(808) 438-2004
Army VP
CDR Erich Klein
(808) 842-2006
[email protected] Coast Guard VP
Rita Smith
(808) 472-1543
[email protected] Marine Corps VP
Melissa Coté
(808) 473-1810
[email protected] Navy VP
Fostering the spirit of inter-service
fellowship and
cooperation…
Page 2
Friday, October 14th, 2011
At the ASMC PDI in Minneapolis, MN in May 2011, the Un-
der Secretary of Defense (Comptroller) Robert F. Hale an-
nounced a new course based certification program for the DoD
financial management workforce. Over the last several months
a senior working group chaired by Sandra Gregory, OUSD(C)
FWM has been working to outline this new program and begin
implementation. Recently Sandra Gregory testified at the
House Armed Services Committee, Defense Financial Manage-
ment and Auditability Reform Panel on this issue. Additionally
the Secretary of Defense signed a memo on Improving Finan-
cial Information and Achieving Audit Readiness, which in-
cludes the certification program for financial managers.
ASMC hosted an audio session on this topic with Ms. Sandra
Gregory on October 13th. You can watch this recording of the
presentation. Your comments below are encouraged.
NOTE: In order to offer this presentation at no cost, a short
commercial will be displayed at the beginning of the presenta-
tion. ASMC does not endorse any Produced Advertised Con-
tent or any opinion, recommendation, or advice expressed
therein, and ASMC expressly disclaims any and all liability in
connection with the Produced Advertised Content.
Listen to the audio presentation embedded in the ar-ticle located on the ASMC National Website: www.asmconline.org or download the slides by follow-ing the link here: http://www.asmconline.org/wp-content/uploads/2011/10/ASMC_13Oct2011.ppt
Aloha Chapter July Meeting Recap Page 2
CEO 24 Hour Fitness, Carl Liebert, III Provides Leadership and Advice on
Operating a Company in Challenging Times—Article by Joanne Lofton
Members and guests attending the October luncheon had the pleasure of hearing
from Carl Liebert III, CEO of 24 Hour Fitness. The joint event was co-hosted by the
ASMC Aloha Chapter and the Supply Corps Association of Hawaii (SCAH). Also in
attendance was RDML Glenn Robillard, Pacific Fleet N4. Members of ASMC were
credited with 1 CPE for attending the October luncheon.
A former United States Naval officer, Carl earned a bachelor’s degree in physical
science from the United States Naval Academy. While there, he was a three-year let-
ter winner on the nationally ranked basketball team, later earning a master’s of busi-
ness administration from the Owen Graduate School of Management at Vanderbilt
University.
Prior to joining the 24 Hour Fitness leadership team in November 2006, Carl was
Executive Vice President for the Home Depot. In this role, he oversaw more than
2,000 US and Mexico stores, and was responsible for sales, execution and operations.
During his tenure at Home Depot, he successfully implemented a variety of innova-
tions, including a self-checkout, back-end automated receiving, and several customer
services and staffing enhancements. Earlier in his career, Carl served as Circuit City’s
Senior Vice President and Division President of 317 Superstores in the company’s
Western Division – consisting of 18,000 associates located throughout 32 states and
generating more than $4.5 billion in sales. Previously, as Vice President of Corporate
Operations and Six Sigma for Circuit City, he was responsible for supporting the
“back-room” operations of more than 600 Superstores and the successful implemen-
tation of Six Sigma.
Responsible for the worldwide operations of more than 400 fitness clubs and
20,000 employees, Carl understands the power of changing lives through fitness.
Every day presents an opportunity for this 24-year old company to help members live
better and live longer. He co-founded “Jessica’s Hope Project,” a non-profit organiza-
tion that focuses on sending fitness-oriented care packages overseas to all branches of
the military. Carl serves on the Veterans of Foreign Wars Foundation Board of Direc-
tors, the advisory Boards for both CameronBlue Capital and the Deming Center at
Columbia University, and the V Foundation Board.
A caring leader with vision and integrity, at each step throughout his career Carl
has applied the principles of treating his associates well, focusing on the customer ex-
perience and building great teams that deliver results.
Page 5
PDI Online is one of the many valuable membership benefits ASMC. Ensure you keep your membership current and stay connected so you don't miss any of ASMC's valuable benefits and resources.
ASMCOnline.org Your most complete source for defense financial news, information, and online education.
ASMC Connection
Stay informed of news and updates with this members-only monthly e-newsletter.
Armed Forces Comptroller Journal Keep your management skills sharp with in-depth articles on defense financial management issues.
Chapter Membership
Network and connect with local colleagues.
As a member you also enjoy significant savings on:
Audio Conferences Distance-based learning by leading experts.
Certified Defense Financial Manager (CDFM) Certification.
PDI Online
Online education where you can earn more than 80 CPE's.
PDI The industry's largest gathering where you can network with more than 3,600 colleagues and attend
education sessions that impact you on a day-to-day basis.
Founded in 1983 as a one-club operation, 24 Hour Fitness has grown to become a global fitness leader and over the past
25 years, has built or opened more clubs in the United States than any other privately-owned fitness club chain. The
company is widely credited with changing the industry landscape by introducing a variety of innovations, including ex-
tended hours and month-to-month memberships. In 2004, 24 Hour Fitness became the first official fitness center sponsor
of the United States Olympic team. The sponsorship grants memberships to selected U.S. Olympic hopefuls and includes
upgrades to various U.S. Olympic Training Centers across the country.
24 Hour Fitness operates more than 425 clubs in 16 states with three million club members and more than 20,000 team
members and is headquartered in San Ramon, Calif.
Aloha Chapter July Meeting Recap Continued...
Free CDFM Audio Training Available
Page 6
The Aloha Chapter is offering 3 total sessions free of charge to its mem-
bers. Location is TBD for the Mod 2 and 3 sessions:
Audio Education. This training provides 8 CPE credits:
1.CDFM Module 1 - Resource Management, Speaker: Mr. Ron Davidson,
CDFM-A October 25-26, 2011 12:00PM-4:00PM Eastern (6am-10am Ha-
waii)
2. CDFM Module 2, Speaker: Mr. Ron Davidson, CDFM-A November 15-
16, 2011 12:00PM-4:00PM Eastern (7am-11am Hawaii)
3. CDFM Module 3, Speaker: Mr. Ron Davidson, CDFM-A December 13-
14, 2011 12:00PM-4:00PM Eastern (7am-11am Hawaii)
For more information contact Gaye Sakai, Professional Development Committee Chair @ [email protected]
"This financial management job announcement is listed as a service to our
Chapter members and in no way constitutes endorsement, recommenda-
tion, or favoring by the American Society of Military Comptrollers or the
U.S. Department of Defense."
The Financial Technician position GS-503-07/08 for our Payroll Department at Pearl
Harbor Naval Shipyard and Intermediate Maintenance Facility is now open. The link
below is the announcement which opened today, Friday 10/28/2011, and closes on
Friday 11/11/2011.
http://www.usajobs.gov/GetJob/ViewDetails/301891000
If interested or know of any current DoD
employees in Hawaii, please have them
apply at USAJOBS.
The Aloha Chapter of the American Society of Military Comp-
trollers is a professional organization dedicated to maintain-ing and improving the high standards of Comptrollership.
Emphasis is placed on education, training as well as the ex-change of ideas and techniques for resolving common issues
of the Services - Department of Defense and Coast Guard. The Aloha Chapter was established in 1977. Current mem-
bership is approximately 400 civilian and military personnel, who specialize in all aspects of Financial Management. We
are located on the island of Oahu in the State of Hawaii. For further information on how to join, contact any of the Team
Service VPs listed. Visit us at: http://chapters.asmconline.org/aloha
Mission: Promote education, training, and professional de-
velopment in financial management while fostering the spirit
of interservice fellowship and cooperation.
Vision: An active, enjoyable, social organization, hosting events envisioned and created by the members, supporting
members in achieving their fullest personal and professional potential in defense financial management.
Values: Integrity; Excellence; Commitment
UPCOMING EVENTS
Thurs, 10 Nov: Joint meeting
with UH and AGA. "The future
of audit and assurance: Big
challenges and many oppor-
tunities" Lokahi Learning
Center, 1132 Bishop Street,
Suite 2410, 0730-0930. POC
= Call UH at (808) 956-7332
or email
Thurs, 17 Nov: Fiscal Law
Roundtable at Hale Ikena
Officers' Club, featuring Ed
Hanel (PACFLT General
Counsel), Brad Byrnes
(JPAC Chief Counsel), and
John Dyer
(PACAF Attorney),
Fort Shafter, 1130-1300.
POC = Capt Darrell
Randolph
Wed, 7 Dec: ASMC
Holiday Party,
The Club at Koa Malina,
MCB Kaneohe.
POC = Capt Darrell
Randolph
Being a member of ASMC will…
Enhance your knowledge of the financial management profession and your
career development. Additionally, it will provide you with the opportunity to
meet fellow Financial Management professionals. The materials you will
receive from the national office staff will include the quarterly Armed Forces
Comptroller Journal magazine. Added benefits include:
Monthly electronic news letter with meeting information, upcoming
events, and community news about the chapter
Monthly meetings featuring professional speakers about topical FM
issues
Opportunities to expand your network, both socially and profession-
ally, through participation in ASMC activities
Visit us at: http://chapters.asmconline.org/aloha/
President’s Leadership Quote:
"All of the great leaders
have had one characteris-
tic in common: it was the
willingness to confront
unequivocally the major
anxiety of their people in
their time. This, and not
much else, is the essence
of leadership."
--John Kenneth
Galbraith
Aloha Chapter Information
Page 7
Page 11
Branch Recruited By Name Full Name Join Date Total
Air Force Jason Erar Donna Scaffidi 7/5/2011 1
Sharon Miller Micheal Christipher Wade 7/7/2011 1
(blank) Chastity Ramirez 6/9/2011 1
Legina Mackey 5/2/2011 1
Lisa Mallery-o'leary 3/30/2011 1
Air Force Total 5
Army (blank) Timothy K. Johnson 7/5/2011 1
Lula M. James 9/14/2011 1
Mira Kim 8/9/2011 1
James U. Okeke 1/23/2011 1
Calvin Cody Phillips 7/22/2011 1
Maurice G. Pritz, Jr. 8/16/2011 1
Michelle K.S Santos 9/12/2011 1
Army Total 7
Coast Guard (blank) Jan S. Iha 10/15/2011 1
Kylene Yamauchi 10/20/2011 1
Coast Guard Total 2
Defense Agencies (blank) Michael Gregory Wedge, Sr. 5/10/2011 1
Defense Agencies
Total
1
Department of
Defense (blank) Yvonne M. Yoshioka 6/13/2011 1
Department of
Defense Total
1
Marine Corps Sherman Lessane Christopher A. Miles 6/28/2011 1
Faye Rau 6/28/2011 1
(blank) Kenisha J. Berry 1/3/2011 1
Marine Corps Total
3
Navy Miriam Mefford George Devries 5/23/2011 1
Nina Picon Mary Mafnas 6/21/2011 1
Patricia Tharp-duenas John T. Duenas 6/17/2011 1
(blank) Dorine Haunani Carter 5/20/2011 1
Regan Michio Tamura 5/18/2011 1
Thomas O. McGauley 5/12/2011 1
Felicitas R Basa 7/11/2011 1
Eric Y. Hatakeyama 8/1/2011 1
Raymond Potts Doyne Damian Clem 8/30/2011 1
William Sims Lily P. Grace 9/20/2011 1
Navy Total 10
Other (blank) Wendy L. Hammer 9/12/2011 1
Patrick H. Oki 9/12/2011 1
Other Total 2
Grand Total 31
New ASMC Aloha Chapter members (since May 2011)
Aloha Chapter CDFM
Awarded
ASMC congratulates all from the
Aloha Chapter who have
passed their required CDFM exams
indicates award in the last 30
days
All active CDFMs are listed. If your
CDFM is sus-pended or inactive, you will not appear
in this listing.
Page 12
President Fred Dini [email protected]
Vice President Linda Heffernan [email protected]
Secretary Raymond Potts [email protected]
Treasurer Capt. Darrell Randolph [email protected]
VP Air Force Daniel Rea [email protected]
VP Army CPT Geoffrey Mosley [email protected]
VP Coast Guard Erich Klein [email protected]
VP Marine Corps Rita Smith [email protected]
VP Navy Melissa Cote’ [email protected]
Membership Regina Torosian [email protected]
Corporate Merle Perez [email protected]
Five Star / Awards Dante Cacal [email protected]
Community Service Dennis Moore [email protected]
Publicity SFC Erica Jones [email protected]
Newsletter Jessica Bode [email protected]
Partnering LCDR Jose Vargas [email protected]
Program Mimi Shiroma [email protected]
Professional Development
Gaye Sakai [email protected]
Scholarship Mary Garcia [email protected]
Webmaster Jason Erar [email protected]
Mahalo to the Aloha Chapter Team for your contributions to this edition of
the newsletter! We welcome your comments and feedback. Aloha!
All contents copyright © ASMC Aloha Chapter 2011.
ASMC Aloha Chapter PO Box 29564
Honolulu, HI 96820
Page 13