May 21-22, 2018
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Washington Marriott Georgetown, Washington, D.C. 
1221 22nd St NW
Washington, DC 20037

Driving Directions 


1-877-469-7690 Office

Director: Stevie McCaffrey, stevie@cpicforum.org

Executive Director: J. Moore, janelle@cpicforum.org

Speakers, Awards & Agenda: Laura Johnson, Training Outreach, laura@cpicforum.org

Website issues: Rosel Padillo, Rosel@cpicforum.org



  • Ms. Denise Stackhouse, IRS, Distinguished Government Co-Chair
  • Mr. Phil Sahady, Chevo Consulting, Distinguished Industry Co-Chair
  • Registration is currently open.
  • Main website is: www.cpicconference.com
  • Updates: Forum Membership & CLP certificates are now bundled into the tuition cost for the conference. All attendees will receive a continuing education CLP certificate provided the full 16 hour participation and requirements are completed. 

Each year the Federal CPIC Forum puts on a two-day conference in Washington, D.C. called the CPIC Conference. The event allows the CPIC community to come together, share ideas, and learn from each other. It is also the PREMIERE CPIC Networking event of the year.

To earn your 16 Continuing Learning Points (CLPs), you must attend the entire conference and participate, and complete the end-of-conference survey online. 

Vendor Information such as Address, DUNS Number, EIN Tax Number may be found here.

Register Now! 
Fun Facts about our Hotel:
  • The hotel is located a few blocks from two different Metro stations: Foggy Bottom (Blue & Orange Lines) and Dupont Circle (Red Line).
  • Valet & Self-Parking is available on-site for $36 - $40 per day. We receive passes at the conference to reduce parking rates, please ask on-site.
  • The hotel is a short cab ride from National Airport (about $20).
  • The hotel is also a short cab ride from Union Station.
  • Rooms are available and you may use your Marriott rewards account for room reservations. Please be sure to tell them you are booking for the CPIC Conference, as we have approximately 25 rooms allocated for out-of-town Conference guests for a limited time. To book from the 25 reserved rooms, dial directly 1-800-228-9290 or 202-872-1500 (Marriott Reservations). 
Nearby hotels at Government Per Diem rates include:
  • Hamilton Crowne Plaza 14th and K Streets, NW 202-682 0111
  • Sofitel 806 15th Street, NW 202-737-8800
  • Hilton Garden Inn Franklin Square 815 14th Street, NW 202-783-7800
  • Mandarin Oriental 1330 Maryland Avenue, SE 202-554-8588
  • Marriott Metro Center 775 12th Street, NW 202-737-2200
"The CPIC Conference is awesome!" C. Pindle, BRMI, attendee.

Register Now!Tuition Pricing: $1249 (Includes 2 days, meals & breaks during sessions, handouts, bling bag, vendor access area, banquet/ graduation lunch on day 2. Promo codes may be available for a limited time for Forum members and/ or other groups.

Sponsorship pricing: Sponsorships range from $500 for advertising, from $3,000 for exhibiting in the vendor area, and from $5500 for beverage break, dining and reception opportunities with presenters featured.

Recruitment Services: We highly recommend ads & signage if you are recruitig during the conference so we can assist to direct interested parties to your exhibitor or meeting or beakout session area.


11thAnnual Capital Planning
& Investment Control Conference (CPIC2018)

“Portfolio Management to Performance Management – Connecting the Dots”

Draft Agenda as of 5/3/2018


Day 1: Monday, May 21, 2018


7:45-8:45 am

Registration and Continental Breakfast, sponsored by Zen Federal, LLC in memory of Stacey Godlove, Terry Cooper and Jazz Irving

8:45-8:55 am

Welcome and Introduction
Laura Johnson, President, Training Outreach, LLC

8:55-9:10 am

Opening Remarks 

Janelle B. Moore, MSIM, CGEIT, PMP, CPIC Forum and Zen Federal, LLC and Introduction of Conference Co-Chairs, Denise Stackhouse, Senior Manager, Investment Management and Control,  Internal Revenue Services and Phil Sahady, PMP, President, Chevo Consulting, LLC

9:10-10:00 am

Day One Keynote Presentation – TBM CAP Goal Enabling CPIC Transformation 

Kelly C. B. Morrison, Performance Analyst, Office of the Federal Chief Information Officer, Office of Management and Budget (tentative)

10:00-10:30 am

Topic TBD

Carol Bales, Director of Policy, Cybersecurity and National Security Unit, Office of the Federal CIO, Office of Management and Budget (tentative)

10:30-11:00 am

Networking & Coffee Break, Sponsored by TBD

11:00-11:30 am

RMO Desk Officer Panel

Speakers TBD, Office of Management and Budget (tentative)

11:30-12:15 pm

IT Modernization: The Road Forward 

Bill Zielinski, Deputy AssistantCommissioner, Office of Information Technology Category,U.S. General Services Administration

12:15-1:30 pm

Group LunchSponsored by T. White Parker

Luncheon Presentation: Candidates to Analysts Initiative (C2AI) and Capital Planning Professional Status

Janelle B. Moore and Christy Davenport-Everett, CPIC Forum

1:30-2:30 pm

Perspectives from the CIOs

Moderator: Kenneth Moore, former Deputy CIO, U.S. Department of Education

Panelists Include: 

  • Gary S. Washington, CIO, U.S. Department of Agriculture
  • Adrian Gardner, CIO, Federal Emergency Management Agency
  • Brett McMillen, Sr. Manager, Amazon Web Services

2:30-3:15 pm

How the State-Federal Relationship Affects IT Project Planning and Control

Jonathon Womer, Director of Management & Budget, State of Rhode Island

3:15-3:30 pm

Networking Break

3:30-4:00 pm

Agile Performance Measurement

Karen Richey, Senior Cost Analyst, andJuanį S. Collymore PMP, PSP, Senior Schedule Analyst, U.S. Government Accountability Office


Topic TBD

Elizabeth Koehler, Director, Northramp and Patrick Chapman, Managing Director, Northramp


Networking Reception, hosted by BluePrint




Day 2: Tuesday, May 22, 2018


8:00-8:35 am

Continental Breakfast, Sponsored by the CPIC Forum

8:35-8:45 am

Recap of Day One and Introduction to Day Two by Conference Co-Chairs, Denise Stackhouse,  Senior Manager, Investment Management and Control,  Internal Revenue Services and Phil Sahady, PMP, President, Chevo Consulting, LLC

8:45-9:15 am

TBM Implementation

Daniel W. York, Acting Director, IT Transparency, U.S. General Services Administration

9:15-9:45 am

The FITARA, Capital Planning and IT Governance Partnership

Flip Anderson, Deputy ACIO IRM/FITARA Operations, and Naomi Gumbs, Director of Capital Planning and IT Governance, U.S. Department of Agriculture

9:45-10:15 am

Networking Break, Sponsored by TBD

10:15-10:45 am

The Journey to Folio

Keith Ott, Product Manager, U.S. General Services Administration

10:45-11:30 am

The Evolution of Federal IT Portfolio Management – Panel

Moderator: Tom Smialowicz, VP Management Consulting/Program Manager, Oxford Government Consulting

Panelists Include:

  • Peter Sullivan, Division Chief, Program Management and Business Services, Department of the Interior, Indian Affairs, Office of Information Management Technology
  • Sean Whaley, DOJ OCIO Policy and Planning Staff
  • Cedric Coard, Strategic Business Management/IT Investment Management Program Manager, OCIO’s Enterprise IT Governance and Investment Management, U.S. Department of Labor (invited)


IT Acquisition Process

Jennifer Kuk, IT Category Management Specialist, Office of Management and Budget (invited)

Noon – 1:15 pm

10th Anniversary Godlove-Cooper CPIC Awards of Excellence & Candidates to Analysts Initiative (C2AI) Graduation Luncheon Banquet

1:15-1:45 pm

Agile Delivery and Cloud.gov

Peter Burkholder, Innovation Specialist, U.S. General Services Administration

1:45-2:30 pm

Benefits, Risks and Strategies for Implementing Blockchain Solutions

Gerard Dache, President, Government Blockchain Association

2:30-3:00 pm

TBM – Creating Value Beyond Reporting

Shawn Battle, SIG Coordinator, CPIC Forum

3:00-3:30 pm

Connecting the Dots (Closing Remarks)

Conference Co-Chairs, Denise Stackhouse, Senior Manager, Investment Management and Control, Internal Revenue Services and Phil Sahady, PMP, President, Chevo Consulting, LLC

3:30 pm

Raffle Drawings* and Conference Adjourn


*must be present to win

Agenda is subject to change.