Overview
Who Should Attend
Schedule for 1999 and 2000
Speakers and Instructors
Agenda
Registration and Hotel Information
On-Line Registration Form
The Federal Transit Administration (FTA) is responsible for administering billions of dollars worth of financial assistance to the transit industry each year. Through its Financial Management Oversight (FMO) program, the FTA seeks to help grantees improve their financial management of FTA grants. The FTA is sponsoring this series of seminars to prepare grantees for FMO reviews and to enhance and refine their financial management systems to meet the standards established by the Common Rule. The seminars will begin with introductory remarks by key FTA personnel and training instructors followed by a description of the FMO review process. The instructors will also lead a review of sound internal control concepts and will provide the participants with exercises and case studies patterned after actual FMO reviews. A section has also been added that addresses Financial Capacity Reviews.
Some of the best instruction comes during the exercises and case studies when participants have opportunities to share their own experiences. Response from the first series of seminars indicates these to be the most informative sessions during the two days.
The seminar will also address particular areas of financial management concerns including the financial status reporting process, budget changes and grant amendments, cash management issues, and cost allocation plans.
The seminar format provides for individual questions throughout the sessions with additional time after sessions and during breaks. FTA wil provide a workbook and other training materials at each seminar.
GRANTEES WITH FEWER THAN 300 VEHICLES
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GRANTEES WITH MORE THAN 300 VEHICLES
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Speakers
EDWARD FLEISCHMANN - DIRECTOR, OFFICE OVERSIGHT - FTA. Mr. Fleischmann is responsible for all aspects of the FTA oversight programs including engineering, project management, and oversight reviews. He has over 25 years experience in transportation planning, engineering, and administration.
MARVIN FUTRELL - CHIEF, OVERSIGHT REVIEW DIVISION - FTA. Mr. Futrell's responsibilities include triennial and state management reviews, financial management oversight reviews, procurement systems reviews, and audit resolution. He also has over 25 years experience in transportation management, planning, and engineering.
NYDIA PICAYO - PROGRAM MANAGER, FINANCIAL MANAGEMENT OVERSIGHT - FTA. Ms. Picayo's responsibilities include all program management functions of the financial management oversight program. Before joining the FTA headquarters' staff in 1991, she was responsible for the financial management of grants including project close-outs and audits in FTA's region IX. She also served as the regional controls specialist.
Instructors
started his accounting firm in 1985. Prior to this, he worked over nine years at
Coopers & Lybrand, an international accounting firm. Mr. has served as project
manager for numerous Financial Management Oversight (FMO) reviews since 1991. Several of
these reviews have included the nation's largest transit operators. Mr. performed
various special reviews for the FTA over the paset several years, including the financial
capacity reviews. Mr. has lectured on the FMO process and on third party
contracting requirements of 4220.1D. Mr. has also been involved with triennial
reviews.
Henry G. Kirschenmann - SGI. Mr. Kirschenmann was formerly the deputy assistant
secretary for procurement, assistance, and logistics for the U.S. Department of
Health and Human Services. For over twenty years, Mr. Kirschenmann has played a
key role in the development and issuance
of policies and procedures related to grants and contracts awared by the Federal
government.
Charles Holmes, CPA -
Mr. Holmes has over 12 years of diversified public accounting experience. Prior to joining
and Company, he worked at Coopers & Lybrand for five years. Mr. Holmes has served
as senior manager for over 20 FMO reviews including NJT, MBTA and NORTA. Mr. Holmes has also
performed various special project reviews for the FTA.
AGENDA
DAY ONE (8:30 AM - 4:30 PM)
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DAY TWO (8:30 AM - 3:30 PM)
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To register for a seminar, complete the form below and sumbit it, or submit the information by facsimile to Bonnie Within 48 hours you will receive a confirmation letter. Registrations should be received no later than four weeks before the seminar dates. ** Space for each seminar is limited and will be filled on a first come, first served basis. **
A block or rooms at special seminar rates is available at each of the hotels. Once registered for the seminar, contact the listed hotel for your personal room reservations. When making reservations, mention the FEDERAL TRANSIT ADMINISTRATION FINANCIAL MANAGEMENT SYSTEMS SEMINAR. The special rates are available to seminar attendees up to four weeks prior to the seminar.
If you need further information regarding registration, please call Bonnie . Attendance at each seminar will be limited to 50 participants to encourage discussion and interaction.
Registration will be accepted on a first come, first served basis; however, priority may be given to grantees with pending FMO reviews. Please note: Each agency may be limited to two persons to accommodate as many agencies as possible. Please sumbit a seperate registration form for each participant.
Call Bonnie if you need additional information regarding the seminars.