This course is scheduled for:

12/6/ 2018

8:30- 5:00 pm EST

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Carlyle Crescent
1940 Duke Street
Suite 200
Alexandria VA 22314



Contact Information:

Assistant  -

Christine Davenport-Everett


Deputy Director -Stevie McCaffrey -Stevie@cpicforum.org



Technology Business Management (TBM) Training- 1 Day Seminar

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.