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Bureau of the Fiscal Service
Training

On-Demand Video Training

This training is given by financial management professionals for financial management professionals.

Fiscal Service offers on-demand video training on relevant topics important to federal employees within the federal financial management community.

For the videos from the Federal Financial Managers' Year-End Educational Event in September 2020, please visit https://fiscal.treasury.gov/training/federal-financial-managers-year-end-educational-event.html

Presentations from the Government Financial Management Conference, 2024

Strengthen Financial Reporting with the Implementation of G-Invoicing and Reduction of IGT Differences

Treasury’s Bureau of the Fiscal Service, in collaboration with federal program agencies, continues to make significant progress on remediating intragovernmental accounting, reporting, and elimination challenges. Join experts for an update on the implementation of the G-Invoicing program, and other Fiscal Service initiatives, that improve intragovernmental transaction (IGT) financial management.

Office of Payment Integrity Services & Solutions: Right Person, Right Amount, Right Time

During this session, participants will learn about Treasury’s Bureau of the Fiscal Service’s Office of Payment Integrity’s (OPI) suite of services and solutions, such as Do Not Pay (DNP) and Account Verification Service (AVS), which prevented and/or recovered an estimated $652.7 million in improper payments for federal agencies and federally funded state-administered program partners in Fiscal Year 2023. Listeners will hear case studies & testimonials from OPI partners that demonstrate the impact of payment integrity services and solutions.

Optimizing Transparency: Enhancing Sub-Award Data Accuracy on USAspending

Unlocking the full potential of transparency in federal financial assistance requires a concerted effort to refine sub-award data reporting. Mandated by the Federal Funding Accountability and Transparency Act of 2006 (FFATA), recipients of federal prime financial assistance awards, including state government agencies, play a pivotal role in reporting sub-awards to the FFATA Subaward Reporting System (FSRS).

Central Receivables Services - At the Crossroads of Compliance and Modernization

This session covers the Centralized Receivables Service (CRS) program mission, vision, and development prospectus. It elaborates on how the program has transitioned to a more performant and agile receivables management platform that affords agencies the convenience of profile customizations and the expansion of digital functionality deployed in a compliance environment.

Treasury Guidance: What Agencies Need to Know About Current Resources and Future Plans

Treasury is working to improve the delivery of federal financial management guidance through the consolidation and coordination of updates to policy, standards, systems and products. Attend this session to learn how the Treasury Financial Experience (TFX) has grown in response to user needs and hear about recent updates to the Treasury Financial Manual and their impact on agencies.

The Future of Federal Financial Management

With an eye toward the future, the Fiscal Assistant Secretary of the U.S. Department of the Treasury, Commissioner of the Bureau of the Fiscal Service and the Deputy Chief Financial Officer, Bureau of the Fiscal Service, discuss the 2024 future of federal financial management. Join us for this unique opportunity to hear where federal financial management leaders are heading. https://fmvision.fiscal.treasury.gov.

Auditability of the Financial Report and General Fund of the U.S. Government: What’s Left to Do and What It Means For You

Treasury’s Bureau of the Fiscal Service manages the General Fund of the U.S. Government (General Fund), a financial reporting entity responsible for recording and reporting the assets and liabilities required to finance the government’s operations. Similar to a checkbook, the General Fund performs this function for the federal government—reflecting the cash activity for all federal entities.

Fiscal Service Technology Changes: How Will Agencies Be Impacted?

As the Bureau implements the Platform Evolution Program (PEP), a multi-year technology transformation to move over 30 applications to the cloud, the Office of Customer Experience Management is approaching the effort from a brand-new perspective… from our customers’ viewpoint. Change is hard! But knowing when it’s coming and how you’re impacted can help!

Through our high-level customized interactive dashboards and tools, we will show how this initiative impacts customers across all Fiscal Service systems. Advance notice of changes with real-time updates supports agency planning and budgeting as well as identifying conflicts.

A Decade of Progress: Unleashing Government Spending Insights with the DATA Act

Embark on a compelling journey through the last 10 years, marked by unprecedented strides in government spending transparency since the inception of the Digital Accountability and Transparency Act (DATA Act) in 2014.

The transformative impact of the DATA Act extends beyond standards, intertwining agency financial systems with government-wide award systems. This synergy enables meticulous tracking of government spending, tracing the journey of Congressional appropriations to recipients both domestically and globally. Emphasizing the democratic imperative for transparent governance, the DATA Act underscored the need to publicly showcase this data.

The Evolution of USSGL guidance and GTAS reporting: Enhancing Accuracy and Transparency

This exciting session will walk attendees through the evolution of the United States Standard General Ledger (USSGL) Treasury Financial Manual (TFM) guidance and how the Governmentwide Treasury Account Symbol Adjusted Trial Balance System (GTAS) enforces that guidance. Topics include the implementation of the Federal Accounting Standards Board (FASB) lease guidance, recent changes to USSGL guidance, and current and future projects impacting USSGL and GTAS.

Presentations from the Government Financial Management Conference, 2023

Future Vision of Federal Financial Management

With an eye toward the future, the U.S. Department of the Treasury Fiscal Assistant Secretary, Deputy Commissioner for Financing and Operations, and principal members of the Bureau of the Fiscal Service leadership team discuss the 2023 Chief Financial Officer Letter and the future of federal financial management. You participate in a discussion on Fiscal Service goals set for the coming year to increase efficiency, advance financial reporting and data, and improve the customer experience. Join for this unique opportunity to hear where federal financial management leaders are heading. https://fmvision.fiscal.treasury.gov.

Delivering Value for Customers through the FM QSMO Marketplace

The FM QSMO Marketplace was launched in December 2022 as a resource for Federal agencies to acquire standards-based financial management solutions and services from Federal and commercial providers. Panelists discuss the concept of value, what it means to them and why it's important, from Marketplace provider and future customer perspectives.

Opportunities to Enhance Payment Integrity

Come learn how federal and federally funded state-administered programs (FFSA) are collaborating to make strides in preventing improper payments and improving payment integrity.

Financial Report of the US Government – Past, Present and Future

The annual Financial Report of the United States Government provides the American people with a comprehensive view into the nation’s finances and fiscal outlook. In this session you learn about the history of the Financial Report, from the initial challenges faced – and overcome – to the current audit and financial reporting model in place. Attendees can look forward to Bureau experts discussing future reporting changes that demonstrate the government’s steadfast commitment to accountability and transparency in managing the nation’s finances.

CRS 2.0 – Leveraging Technology in Collections

This session covers the Centralized Receivables Service’s (CRS) transition to a more digitally enabled and data analytics driven platform. The program is poised to grow collections and realize improved efficiencies through enhanced automation and the use of trend analysis. The system will provide among many new features the ability to capture electronic signatures, exchange electronic communications with debtors via text and email, collect payments through more modernized mechanisms such as apple pay and other digital wallets, and provide improved reporting capabilities.

Auditing America's Checkbook - Joint Update from GAO and Treasury on the General Fund of the United States Government

Treasury’s Bureau of the Fiscal Service manages the U.S. General Fund that finances daily and long-term government operations, including annual cash activity of more than $20 trillion. Similar to a checkbook, the U.S. General Fund performs this function for the federal government—reflecting the cash activity for all federal entities.

Join experts from the GAO and Fiscal Service for an update on accomplishments to date and what guidance and reporting changes federal agencies can expect as progress continues with audit remediation. Don’t miss this important session!

Opportunities to Reduce U.S. Treasury Checks

In this session participants learn how electronic payments are faster, more secure, and less costly than paper checks. You will also hear how agencies have partnered with the Bureau of the Fiscal Service to deploy alternative methods of electronic payment and emerging real-time payment solutions to deliver Americans an improved, inclusive payment experience.

Progress Report: Transforming General Lockbox Network and Treasury’s General Account Network Collections from Paper to Electronic

In this session, we update Federal Agencies on Fiscal Service’s progress toward reducing the footprint of the General Lockbox Network (GLN) and reducing the cash and check transactions processed through the Treasury’s General Accounts (TGA) network. Hear how your agency should reduce paper-based processes by utilizing one of our electronic collection programs such as: Mobile Apps, Digital Wallet, Online Bill Payment (OLBP), Pay.gov, Credit Gateway, and incorporating a No Cash/No Check policy.

Strengthening Federal Financial Reporting by Ensuring A Better Future for Intra-governmental Transactions (IGT)

The Bureau of the Fiscal Service, in collaboration with federal program agencies, continues to make progress on remediating intragovernmental accounting, reporting, and elimination challenges. These challenges are impeding the receipt of an opinion on the Financial Report of the United States Government.

Join experts for an update on the implementation of the G-Invoicing program and other Fiscal Service initiatives that improve IGT financial management as outlined in the 10-year vision for The Future of Federal Financial Management. The future for intragovernmental accounting and reporting is bright.

USSGL & GTAS – A Look Into Our Past As We Set Our Sights On The Future

Looking for technical guidance on federal agency accounting?

Join Bureau of the Fiscal Service experts to learn about recent changes and future developments to the United States Standard General Ledger (USSGL) and the Governmentwide Treasury Account Symbol Adjusted Trial Balance System (GTAS). Topics include standardization of federal financial statements, USSGL implementation guidance, ongoing projects, and enhancements to GTAS reporting.


Presentations from the 2023 JFMIP

JFMIP Principal's Roundtable:

The JFMIP Principals work in cooperation with each other and with operating agencies to improve and coordinate financial management policies and practices throughout the government. In this session, the Principals or their representatives discussed with the audience important federal financial management topics.

Driving Innovations to Improve Financial Management: Three Perspectives

Technology modernization shows no sign of slowing down. In this session, speakers from GAO, GSA, and IRS highlighted their respective approach towards innovations and discuss lessons learned in environments that are often risk adverse.

Fraud Risk Management and Risk Tolerance

Fraud hurts the integrity of federal programs—both in terms of taxpayer dollars lost and erosion of the public’s trust in government. Planning around fraud risk tolerance in steady-state helps agencies better prepare for emergency environments.

Building the Foundation: Lessons from Implementing New Programs In Record Time

Hear how agencies implemented new programs in record time, what went well, what they wish they would have known then, what services (e.g., Fiscal Services payment services, Do Not Pay, Payment Integrity Services) are available to help you, and what the panelists recommend you do to prepare for your next program.

Payment Integrity Three Year Plan - Starting with the Basics

In FY 2022 improper payments declined across the federal government. The JFMIP principals are committed to developing and implementing a Payment Integrity Three Year Plan to further drive down improper payments in both newer and long-standing programs. The Payment Integrity Three Year Plan was presented during this session.

JFMIP Initiative Update: Blockchain and Strengthening Payment Integrity through Identity Verification

The first half of this session discusses the JFMIP blockchain initiative to deploy a cross-agency prototype federal research grant payment solution, culminating into a first-of-its-kind JFMIP report that lays out foundational considerations for agencies contemplating their own use cases. The other half of the session focuses on a follow-up to last year’s JFMIP initiative on the use of identity verification to potentially reduce improper payments.

FASAB: Recently Issued Pronouncements and Technical Agenda Updates

Staff provided an overview of recently issued pronouncements, including SFFAS 61 and Technical Bulletin 2023-1. Staff will also discuss the status of the Board’s current technical agenda and forthcoming opportunities to provide feedback on various projects that are currently under research and development.

Green and Yellow Book Update 2023

This session discussed proposed changes to the Yellow Book and potential updates to the Green Book in key internal control areas including Emergency Assistance, Fraud and IT Security.

Modernizing The Federal Workforce – OPM and CFO Council Advances and Initiative

The Federal Government continues to be a leader in the Future of Work. OPM provided a summary of some of the critical data collected and what it means to agency decision-making regarding recruitment, hiring, and retention. The CFOC Executive Steering Committee lead provided an update on progress and detail how the Career Planning and Training Tool will position the financial management community for success.

Presentations from the 2022 JFMIP

JFMIP Principal's Roundtable:

The JFMIP Principals work in cooperation with each other and with operating agencies to improve and coordinate financial management policies and practices throughout the government. The JFMIP Principals are the Comptroller General of the United States, the Director for Management of OMB, Secretary of the Treasury, and the Director of OPM. In this session, the Principals or their representatives will discuss with the audience important federal financial management topics.

Tools and Key Practices to Reduce Improper Payments Through Identity Verification:

The federal government spends trillions of dollars each year addressing public needs while ensuring that the right recipient receives the right amount when it makes payments to or on behalf of individuals and businesses. Discussion topics for this session will include 1) an in-depth look at the report which discusses considerations for program offices as well as government-wide considerations for facilitating identity verification, 2) a demonstration of the simulation tool, and 3) a walkthrough of how to access the report and simulation tool from the JFMIP webpage.

The Future of the Workforce:

The Federal Government has largely transitioned to a hybrid work construct at most federal agencies. Implementation across agencies is by design, not uniform, but inspired by the diverse mission set and employee make-up of each agency. Throughout this transition, OPM has lead efforts by producing tools, issuing guidance, conducting technical assistance, and aiding agencies through this uncertain time. OPM will provide a summary of the progress to date and some of the future planned initiatives that ensure a leadership role not only in the US, but across the globe.

The JFMIP Blockchain Initiative:

Distributed ledger technologies have enabled the private sector to improve the visibility and reliability of data. The JFMIP is currently undertaking the Blockchain Initiative which is focused on non-cryptocurrency applications of blockchain technology in the federal government. This session will discuss the ongoing initiative, which aims to deploy an interagency blockchain solution for grant payments and provide a set of key blockchain considerations for agencies related to financial management and oversight.

Presentations from the 2022 GFMC

Future Vision of Federal Financial Management

With an eye toward the future, the U.S. Department of the Treasury’s Bureau of the Fiscal Service Commissioner and members of his leadership team released the 2022 Chief Financial Officer Letter and discuss the future of federal financial management. Discussion centered on Fiscal Service goals set for the coming year to increase efficiency, advance financial reporting and data, and improve the customer experience.

Improving the Usability of USAspending.gov

This session highlights recent releases from USAspending.gov that respond to the needs of our users and stakeholders, thereby increasing the use and usability of the website. While federal spending data may be complicated, these new features explain essential concepts and common use cases in plain language and step-by-step instructions. Federal spending transparency is about more than just the data—it’s also about use and usability of the data.

Improving Communication, Collaboration, and Consistency In Federal Financial Management

The Bureau of the Fiscal Service, U.S. Department of the Treasury and the General Services Administration (GSA) are working to promote and facilitate Federal Financial Management (FFM) solutions and services that drive innovation, compliance with federal policies, standardization, and automation. Collaboration and partnerships with federal agencies, industry and other stakeholders are critical to successful FFM outcomes. View this session to hear how the Fiscal Service programs and GSA’s Office of Shared Solutions and Performance Improvement are collaborating with a broad scope of stakeholders to facilitate adoption of efficient, innovative, standards based FFM solutions and services.

Transforming Federal Collections to a Modern Electronic Option

In this session, we explore how Fiscal Service is reducing the footprint of the General Lockbox Network (GLN) and learn about the changing landscape of Treasury’s General Accounts (TGA) network. Hear how your agency can reduce paper-based processes by utilizing one of our electronic collection programs such as: Mobile apps, Digital Wallet, Online Bill Payment (OLBP), Pay.gov, Credit Gateway, and incorporate a No Cash/No Check policy.

The Art of the Possible: Innovation in a Resourced Constrained Environment

How do we build an innovation culture and leverage innovation for the future when there are more operational demands, resource constraints, and changing risk appetites? Learn how these agencies are leveraging their intelligent curiosity, internal resources, partnerships with other agencies, and external stakeholders to explore the art of possible.

Auditability of the General Fund of the U.S. Government

Key audit remediation activities are expected to impact federal entities within the coming years. A panel of federal accounting experts to discusses the progress made on the General Fund of the U.S. Government audit and the areas where the General Fund needs federal entity engagement. The panel also discusses results of outreach efforts about classifying transactions in the Central Accounting Reporting System (CARS) and planned outreach efforts for Treasury Account Symbol (TAS) and Business Event Type Code (BETC) assignments.

Emerging Technology Trends in Government Financial Reporting

Major reporting challenges have encouraged a new vision for financial management reporting in the federal government. This new vision transforms current financial and budgetary reporting practices at both the government and agency levels. This session covers major reporting challenges that exist today and explores exciting newly emerging technology that can advance government accounting.

G-Invoicing: Another Tool to Remediate the Intra-Governmental Material Weakness

Intragovernmental Transactions (IGT) differences continue to decline thanks to the commitment of all Federal Trading Partners to align their accounting and reporting processes. In this session, G-Invoicing experts discuss Fiscal Service's ongoing efforts to improve trading partner communication, strengthen policy, and implement G-Invoicing as a solution to improve the quality of IGT - Buy/Sell data, in support of more accurate financial

Ensuring the Integrity of Benefit Payments in the Face of Fraud

Over the last several years, Fiscal Service has been a leader in the Governmentwide mission to identify, prevent and recover improper payments. Here at the Bureau, we offer a suite of Payment Integrity Services to assist our federal agency and federally funded state-administered program partners with finding the right solutions to mitigate improper payments, saving taxpayer dollars, and ensuring compliance with legislation such as Payment Integrity Information Act (PIIA). We collaborate with our stakeholders to identify common payment integrity challenges faced by multiple agencies. Fiscal Service’s Payment Integrity Center of Excellence and Do Not Pay Business Centers are both equipped with a substantial payment data, data sources, tools, and services along with dedicated teams who work side by side with agencies on any payment integrity challenges.

Presentations from the 2021 JFMIP

JFMIP Principals Roundtable

The JFMIP Principals work in cooperation with each other and with operating agencies to improve and coordinate financial management policies and practices throughout the government. The JFMIP Principals are the Comptroller General of the United States, the Director of OMB, Secretary of the Treasury, and the Director of OPM. In this session, the Principals or their representatives discuss with the audience important federal financial management topics.

Human Capital Management/Policy Post Pandemic

The discussion focuses on OPM’s leadership role in establishing post re-entry personnel policies and practices governmentwide. It addresses OPM’s efforts to support agencies as the transition into increased onsite work and plan for the longer-term future of work. The session includes input from agencies who are implementing innovative practices, as well as participation from cross-agency councils.

Innovations for Financial Management in the Digital Age

Technology is driving innovation in financial management leading to reforms to reduce reporting burden and increase the use and availability of data. This session features two global reforms from the Australian and Canadian governments. The examples profiled showcase how other countries have reduced complexity and inconsistent requirements in financial reporting and highlight efforts to link financial and performance data to increase the use of data.

Payment Integrity: Tools to Aid Identity Verification and Fraud Measurement

This session discusses the current JFMIP payment integrity initiative, which aims to help assess the significance of incorrect identity as a root cause of improper payments across the federal government. It also provides a set of key practices for agencies to consider when implementing identity verification activities.

Additionally, GAO’s Forensic Audit and Investigative Services mission team presents a new resource in the fight against fraud. Developed to help federal program managers identify their program’s fraud risk, the Antifraud Resource presents information on fraud schemes, the key characteristic of fraud schemes, and provides resources to help better understand and combat fraud across the federal government.

Presentations from GFMCLivesm, 2021

Future Vision of Federal Financial Management

With an eye toward the future, the U.S. Department of the Treasury’s Bureau of the Fiscal Service Commissioner and members of his leadership team release the 2021 Chief Financial Officer Letter and discuss the future of federal financial management. You will participate in a discussion on Fiscal Service goals set for the coming year to increase efficiency, advance financial reporting and data, and improve the customer experience. Join for this unique opportunity to hear where federal financial management leaders are heading. https://fmvision.fiscal.treasury.gov

Government Finance Data for the American Public

Learn how Treasury's Bureau of the Fiscal Service is building a better public understanding of federal finance through its improved websites and data sharing. Enjoy a demonstration of the latest online resources and explore ways they can help the public build trust with the government through greater transparency. By offering clear, accessible information, citizens can see how their taxpayer dollars are spent and learn about the federal budget.

How Agency and Industry Collaboration is Informing the FM QSMO Marketplace Design and Use

Treasury was formally designated as the Financial Management Quality Service Management Office (FM QSMO) in June 2020. The FM QSMO team is committed to customer experience and using human-centered design techniques and interactive workshops to involve agencies and incorporate the voice of the customer in the design of the Marketplace. As Treasury prepares to stand up a financial management Marketplace for agencies, watch this session to hear perspective from both FM QSMO team members and agency partners about these efforts and future FM QSMO plans.

Promoting Payment Integrity: Government-wide Payment Integrity Services and Solutions

The Do Not Pay Business Center (DNP) is the resource for federal agencies looking for assistance with the identification and prevention of improper payments. The Payment Integrity Information Act of 2019 (PIIA) further strengthened the directive to executive agencies to use DNP. What does this mean for your agency? And what services are offered by DNP? This session answers these questions and provide detail on the available DNP services.

Innovating Together for a Better Future

With competing demands on resources, we must find more efficient ways to perform financial management services, and no one can do it alone. Come hear how Fiscal Service and other agencies are working together to explore new technologies such as robotic process automation (RPA) and blockchain as well as novel process improvement techniques to streamline end-to-end financial management processes, increase transparency, and reduce reporting burden. Find out how to get involved and to share your work in these areas.

Treasury Financial Experience (TFX): Now and In the Future

This workshop gives conference attendees an interactive demo of the Treasury Financial Experience (TFX) website that has transformed how Fiscal Service delivers content to federal financial management professionals. A mix of Treasury staff discuss how collaboration between business lines (Disbursing, Collections, Financial Reporting, and Operational Accounting) and engagement with users is leading to a more customer centric delivery of financial management policy, guidance, and instruction to help with agency reporting.

Next Stop G-Invoicing!

Our journey to reduce intergovernmental (IGT) differences has been filled with great accomplishments thus far, as IGT differences have shown a steady decline in recent years. In this session learn more about the work that remains to eliminate the IGT material weakness of the Financial Report of the U.S. Government (FR). The next stop on our journey is G-Invoicing. We discuss what you, and your Trading Partners, should collectively be doing to ensure you are adequately prepared for the Fiscal Year 2023 mandate to broker new IGT Buy/Sell Transactions leveraging the G-Invoicing solution.

Transitioning General Lockbox Network & Treasury General Account Network: Moving the Needle

Watch this session to learn more about the reduction of the General Lockbox Network (GLN) footprint and the changing landscape of the Treasury General Account (TGA) network. Hear how your agency can transition paper-based processes to solutions such as: Mobile apps, Digital Wallet, Online Bill Payment (OLBP), Pay.gov, Credit Gateway, and incorporate a No Cash/No Check policy.

PICOE and Do Not Pay: Providing Account Verification and other Payment Integrity Tools and Resources

This joint session for PICOE and DNP shares more details regarding new payment integrity tools and resources currently available to its Federal and State customers.

The Payment Integrity Center of Excellence (PICOE) and Do Not Pay Business Center (DNP) introduce a number of new emerging capabilities and recently enacted legislation that will help improve financial management and reduce fraud and improper payments.

Auditability of the General Fund of the U.S. Government – What’s it to you?

Join experts for an in-depth discussion on BETCs, ongoing development of guidance, changes to the way you reclassify transactions, and the importance of these codes for auditability as data flows ultimately into the Central Accounting Reporting System (CARS) and into the audited Schedules of the General Fund. The way you classify transactions impacts reporting beyond the CARS Account Statement.

Central Accounting Reporting System (CARS) Training

Session 1: Save Time with New CARS E-Mail Notifications and Standardized Forms

This CARS Webinar and Demo highlights the new e-mail "Opt-In" features that allow users immediate and tailored e-mail notifications, as well as the new standardized forms that eliminate the need for CARS user to submit request letters for actions. If you are a regular user of CARS, you won't want to miss the opportunity to see the new changes demonstrated in this video. E-Mail Notification FAQ   Treasury Account Request Forms FAQ

Session 2: New CARS Year-End Transaction Module (YETM) Scheduled to Open on October 4, 2021

This CARS Webinar and Demo highlights a new, more modern look and feel, user friendly functions and updates, easier search capabilities, instant error messages, and so much more. If you are a regular user of CARS, you won't want to miss the opportunity to see the changes demonstrated in this video. YETM FAQ

The CARS ATM Authority (AAS) Webinar and Demo features the new, more modern look and feel, and the improved features of the Authority Module (Non-Expenditure Transfers, and Appropriation Warrants). If you are a regular user of CARS, you won’t want to miss the opportunity to see the changes demonstrated in this video.

The Quest for a Great Experience

Treasury Fiscal Service Measurement

What makes a federal agency exceptional? Get insights from April Battle, Director of Agency Outreach at the U.S. Department of the Treasury's Bureau of the Fiscal Service, and learn how the Bureau is leveraging customer measurement to transform the future of federal financial management in our never ending quest for a great customer experience.

Customer Relationship Management Practices and Training

Fiscal Service One Voice Customer Relationship Management

Fiscal Service’s One Voice Customer Relationship Management (CRM) tool organizes businesses customer engagement activities by synchronizing customer service operations.

One Voice Customer Relationship Management Demo

See Treasury’s Bureau of the Fiscal Service’s new OneVoice CRM platform. This demo will show you how to use this tool, which provides a 360 view of our customers to facilitate greater collaboration across service delivery.

Presentations from the 2020 JFMIP

The 2020 JFMIP

An introduction to the 2020 JFMIP.

Principals Roundtable and Scantlebury Award

The JFMIP Principals work in cooperation with each other and with operating agencies to improve and coordinate financial management policies and practices throughout the government. In this session, the Principals or their representatives will discuss with the audience important federal financial management topics. The panelists include Gene Dodaro, Comptroller of the United States, Dave Lebryk, Fiscal Assistant Secretary of the Department of Treasury, Patrick Corrigan, Senior Advisor at the Office of Management and Budget, and Beryl Davis, Director at the Government Accountability Office. This session also includes the presentation of the 2020 Scantlebury Award.

Speakers: Gene Dodaro, Dave Lebryk, Patrick Corrigan, Beryl Davis

CFO Act at 30

The world around us is constantly evolving. Technological advances are changing the way that governments and the world approach day to day life and conduct business. The recent pandemic has highlighted the importance of living and working remotely and nimbly. The federal workforce must be able to quickly adapt and learn new skills in order to fully leverage the opportunities and face the challenges that our rapidly changing world presents. This session will feature leaders from across the federal government to explore initiatives that are underway to prepare the federal workforce for this exciting and challenging time.

Speakers: Dave Lebryk, Tim Gribben, Irv Dennis, Dawn Simpson

Innovation in the Federal Government

This interactive session will explore how advanced technologies such as AI, data analytics, and distributed ledger/blockchain deployed today across the federal government are transforming the future of federal financial management and the accountability community in general. We hope you can join us for this informative discussion, moderated by GAO’s Chief Scientist, with GAO’s Chief Data Scientist and technology financial leaders from several federal agencies.

Speakers: Dr. Tim Persons, Amy Edwards, Caryl Brzymialkiewicz, Renata Miskell, Taka Ariga

Evolving-and-Adapting-the-Federal-Workplace

The world around us is constantly evolving. Technological advances are changing the way that governments and the world approach day to day life and conduct business. The recent pandemic has highlighted the importance of living and working remotely and nimbly. The federal workforce must be able to quickly adapt and learn new skills in order to fully leverage the opportunities and face the challenges that our rapidly changing world presents. This session will feature leaders from across the federal government to explore initiatives that are underway to prepare the federal workforce for this exciting and challenging time.

Speakers: Mike Wetklow, Stephen Kunze, Ben Ficks, Eric Popiel

Presentations from GFMCLivesm, 2020

Join Us for GFMCLive

Join the U.S. Department of the Treasury’s Fiscal Assistant Secretary, the Commissioner of the Treasury’s Bureau of the Fiscal Service and others for the federal financial management video series. Take this unique opportunity to hear where federal financial management is heading.

Presenters: Dave Lebryk, Tim Gribben, April Battle

The Future of Federal Financial Management

In a very future-oriented talk, U.S. Department of the Treasury’s Commissioner of the Bureau of the Fiscal Service discusses the future of federal financial management over the next few years. He describes the goals that the Fiscal Service has set for the coming year to increase efficiency, advance financial reporting and data, and improve the customer experience. Take this unique opportunity to hear where federal financial management leaders are heading.

Presenters: Dave Lebryk, Tim Gribben, Rhonda Kent, Sandra Paylor Sanders, Mike Linder, Paul Deuley, David Copenhaver

The Treasury Financial Experience (TFX) Interactive

This workshop gives conference attendees an interactive demo of the new Treasury Financial Experience (TFX) website! A mix of Federal users and Treasury staff provide attendees with a unique opportunity for live feedback on how Treasury conveys financial management policy, guidance, and instruction to steer the development of this new resource!

Presenters: Marshall Henry, Tamia Williams, Margot Kaeser

FM QSMO: A New Approach to Financial Management

Treasury has been given responsibility for implementing a new approach to financial management. The Financial Management Quality Service Management Office (FM QSMO) is working with agencies to assess business needs, understand challenges and design a Marketplace of solutions and services that helps agencies meet their financial management goals and objectives.

Presenters: Matt Miller, Laurie Park

Payment Integrity Center of Excellence (PICOE): Working Across Government to Improve the Integrity of Financial Transactions

Join this GFMCLiveSM Chat to engage with industry leaders in an informal discussion that will be solely dedicated to address all your questions regarding Treasury’s Payment Integrity Center of Excellence (PICOE). This trusted Government‐wide service provides you with actionable business insights and solutions that will help transform your agency’s approach to identify, prevent and recover improper payments. This insightful session will position you to leverage your partnership with Treasury to adhere to OMB’s Cross Agency Priority Goal 9 (Getting Payments Right).

Presenters: Gerald Connor, Kevin McDaniels, Ryan Schaedig, Dominique McCreary

Presentations from the Government Financial Management Conference, 2019

Beyond the Foundation: Commissioner’s Panel on Federal Financial Management

Through this engaging conversation with an esteemed panel of federal financial management leaders, learn to optimize federal disbursing, transform federal collections, strengthen financial reporting, and expand services within your agency

Presenters: Tim Gribben, Commissioner, Bureau of the Service, John Hill, Corvelli McDaniel, Gavin Jackson, Mike Linder

Setting the Foundation for OMB M-19-16: Using Treasury Financial Management Standards to Improve Outcomes in Financial System Planning

Learn how the Department of Homeland Security, collaborating with Treasury and the Office of Management and Budget, is using existing financial management standards to improve and standardize core financial management business processes

Presenters: Naomi Miller, Jesrael Lopez-Rosario, Laurie Park, Christine Rodriguez, Homeland Security, Michael Landry, OMB

PIV Access to Business Applications

Learn the technical aspects of Personal Identity Verification credentials across federal agencies.

Presenter: Todd Johnson

What is a Business Event Type Code (BETC)? -- Proper way to use BETCs

Learn more about the ongoing development of BETC guidance and associated resources.

Presenters: Mike David, Mark Ross

Tired of IPAC Wars? An Update on Our Mission to Improve IGT Buy/Sell Processing

Learn more about the progress made implementing G-Invoicing as a long-term solution for improving the accounting and reporting of IGT Buy/Sell activity. You don’t have to be a Jedi to track down an Intra-governmental Payment and Collection (IPAC) transaction!

Presenters: Keith Jarboe, Chris Beck

The Ongoing Government-wide Intragovernmental Elimination Effort: What's Left to Address

Learn the progress on Treasury's efforts to address the intragovernmental transaction and balance differences, material weakness in the financial report, and remaining categorized issues and corrections.

Presenters: Chris Beck, Leah Delbaugh

Order Up! New Additions to the G-Invoicing Menu

Ready to Order? For the past year, federal trading partners have been able to communicate and agree upon their IGT Buy/Sell business by establishing General Terms and Conditions.

Presenters: Alex Abshire, George Pierce

Improve Your Performance. Learn How to Optimize Intragovernmental Settlement with G-Invoicing

Transparent knowledge of activities associated with the Performance of IGT Buy/Sell activity by both federal trading partners is vital to ensuring proper accounting and reporting is accomplished. G-Invoicing will require that Performance data is exchanged and will use this information to initiate fund settlement transactions. Join us to learn how this will work for you.

Presenters: Wes Vincent, Bill Schmidt

Getting to Know You: Learning All about Your Trading Partners

With G-Invoicing, both trading partners must be engaged in order to see a transaction go through the entire process. In this session, discover what we've learned so far from the Implementation Plans we've received, see how you can find your own trading partners' plans, and learn about the various ways -- from tools to training to in-person engagement -- we remain available to help you.

Presenters: Chris Beck, Keith Jarboe

Book 'em: Putting the Debits and Credits to G-Invoicing

Improperly accounting for IGT Buy/Sell Transactions can land you on Fiscal Service's "Most Wanted" list. Don't ruin your clean IGT Scorecard Record. Join us for a walk through of the recently published "G-Invoicing Guide for Basic Accounting and Reporting." This session ensures you know how to properly account for transactions processed through G-Invoicing.

Presenters: Brian Casto, Chris Beck

How Close Are We to An Opinion on the Financial Report of the U.S. Government?

This session will give a status update on the material weaknesses and progress that we, as a government, have made on the Financial Report. It's time to discuss the specific categories that are left...and what each of us can do to correct them.

Presenter: Jaime Saling

Life in the GTAS Lane!

Let our experts provide a demonstration of life in GTAS! This session will take participants from enrollment, to using the system, to certifying your Trial Balance in GTAS.

Presenters: Luke Sheppard, Dan Adams

Improving Financial Reporting and Audit Model

Join us to hear about changes impacting this year’s audit model of the Financial Report of the U.S. Government. Plus, learn more about improvement initiatives that will impact the federal entity level and government-wide level audit for 2020 and beyond.

Presenter: Jaime Saling

Last modified 12/17/24