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SUMMARY:Summit Roadshow: One-Day Government Contracting (In-person and Virtual)
DESCRIPTION:Nov 20\, 9:30 AM – 7:00 PM (EST) \nDynamics Communities HQ \nThis one-day\, in-person and virtual event is a collaboration designed to provide targeted\, credit-eligible (CPE) professionals in the Government Contractors space. \nTo RSVP to this event\, click HERE \nAbout this event \n\n\n\nThis one-day\, in-person and virtual event is a collaboration designed to provide targeted\, credit-eligible (CPE) professional education for government contractors. It features five thought leadership sessions and two vendor spotlights\, all focused on the most critical topics in the GovCon business environment. \nEvent Agenda \n8:30 AM – 9:00 AM: Registration & Welcome \nEnjoy coffee and network with fellow attendees before the sessions begin. \n\n9:00 AM – 9:50 AM: DCAA Compliance with Microsoft Dynamics 365  \nCourse Description \nThis session provides a practical roadmap for high-growth government contractors and product\nresellers who rely on the Microsoft stack. We will demonstrate how standard Microsoft\nDynamics 365 (including Business Central) can be configured\, integrated\, and enhanced with\nindustry-specific solutions to meet and exceed the rigorous standards set by the Defense\nContract Audit Agency (DCAA). The focus will be on leveraging integrated\, automated\nfinancial systems to ensure compliance with the FAR\, manage complex contract types (like\nCost-Plus and T&M)\, and maintain the data integrity necessary for a successful audit\, allowing\nfirms to focus on scaling operations and winning more bids. \nLearning Objectives \n\nIdentify Core DCAA Requirements: Define the essential accounting system criteria\nrequired by the DCAA for certified contractor status and understand how these translate\ninto system configuration needs.\nTranslate FAR/CAS to Dynamics: Explain how specific industry add-ons integrate with\nMicrosoft Dynamics 365 to automate compliance with the Federal Acquisition\nRegulation (FAR) and Cost Accounting Standards (CAS).\nOptimize Contract Accounting: Describe best practices for managing complex\ncontract types (e.g.\, Cost-Plus\, Time & Materials) within Dynamics 365 to ensure\naccurate labor recording\, indirect cost allocation\, and audit readiness.\nSupport High-Growth Audit Readiness: Evaluate system capabilities needed to\nstreamline financial operations and maintain data traceability\, enabling rapid scaling\nwhile minimizing financial risk during a DCAA audit.\n\nPresented by: Paul Skurpski\, VP Sales Xtivia GovCon365 \nLevel Intermediate\nNASBA (Field of Study) Accounting\nPrerequisites and advance preparation needed 1 year operations experience. No advance preparation required\nReviewer Wade Tetsuka\, CPA\nCPE Credits 1.0\nCost Free\nDelivery Live and Group Internet Based \n\n9:50 AM – 10:00 AM: Morning Break \n\n10:00 AM – 10:50 AM:  Developing CMMC Compliant Programs: Integrating Industry Standards into Your Microsoft Tech Stack \nCourse Description \n\nThis critical session provides technology and finance leaders with actionable strategies for achieving and maintaining compliance with the Cybersecurity Maturity Model Certification (CMMC) framework. We will move beyond abstract policy discussions to focus on the technical and non-technical implementation strategies\, oversight and automation\, cybersecurity risk reduction\, and cost management associated with securing Controlled Unclassified Information (CUI). Beth Leonard will discuss how to strategically position your organization’s compliance program and existing Microsoft technology stack—to create an audit-ready environment\, minimizing compliance gaps and building resilience against evolving threats.\n\nLearning Objectives \n\n\n\nDeveloping Compliant Cybersecurity Programs: Describe best practices for integrating cybersecurity standards (NIST 800-171/CMMC) into internal Governance\, Risk\, and Compliance (GRC) programs as the foundational building blocks to protecting data and CUI.\nMap CMMC Requirements: Identify the specific CMMC controls that can be directly addressed and automated using features within the Microsoft Tech Stack when building out your Microsoft Government Cloud (GCC/GCC High) environment.\nEvaluate Migration Strategy: Assess the technical and budgetary implications of migrating controlled data to GCC High to meet DFARS and CMMC requirements for federal contracts.\nImplement Risk Management: Describe effective approach to evaluating and managing organizational\, IT\, and cybersecurity risks and issues.\nCybersecurity Automation for Compliance: Explain how to use native Microsoft tools to monitor\, manage\, and provide auditable evidence of continuous compliance to support more effective protection of data.\n\n\n\nPresented by: Beth Leonard\, Chief Operating Officer R3 LLC \nLevel Intermediate\nNASBA (Field of Study) Specialilzed Knowledge\nPrerequisites and advance preparation needed 1 year operations experience. No advance preparation required\nReviewer Wade Tetsuka\, CPA\nCPE Credits 1.0\nCost Free\nDelivery Live and Group Internet Based \n\n10:50 AM – 11:10 AM: Vendor Spotlight: The Better Way for GovCon IT Leaders to Buy\, Implement\, and Manage Technology \nPresented by: Ali Niroo\, Managing Partner BridgePointe Technologies \n\n11:10 AM – 11:20 AM: Morning Break \n\n11:20 AM – 12:10 PM: Six (6) Essential Tips for Navigating Mergers Acquisitions (M&A) in Government Contracts \nCourse Description \nThis session\, “Six Essential Tips for Navigating Mergers & Acquisitions (M&A) in Government Contracts\,” provides practical guidance for legal and compliance professionals involved in transactions with federal contractors. Unlike commercial deals\, government contract M&A requires navigating unique regulatory requirements and risks. The presentation covers critical considerations such as conducting government contracts-focused due diligence\, understanding novation requirements\, evaluating small business and socioeconomic status impacts\, managing organizational conflicts of interest\, addressing cybersecurity compliance\, and mitigating successor liability exposure. Attendees will gain insights into structuring transactions to maintain compliance\, minimize risk\, and ensure a smooth post-closing transition. \nLearning Objectives \n\nMap CMMC Requirements: Identify the specific CMMC controls that can be directly addressed and automated using features within the Microsoft Government Cloud (GCC/GCC High) environment.\nEvaluate Migration Strategy: Assess the technical and budgetary implications of migrating controlled data to GCC High to meet DFARS and CMMC requirements for federal contracts.\nImplement Risk Management: Describe best practices for integrating cybersecurity standards (NIST 800-171/CMMC) into internal Governance\, Risk\, and Compliance (GRC) programs.\nLeverage Native Tools: Explain how to use native Microsoft 365 and Azure tools to monitor\, manage\, and provide auditable evidence of continuous compliance.\n\nPresented by: Amy C. Hoang\, Partner  and Erica Bakies\, Partner\, Seyfarth Shaw  \nLevel: Intermediate\nNASBA (Field of Study): Business Law\nPrerequisites and preparation needed: 1 year of operations experience. No prior preparation required.\nReviewer: Wade Tetsuka\, CPA\nCPE Credits: 1.0\nCost: Free\nDelivery: Live and Group Internet-Based \n\n12:10 PM – 1:00 PM: Networking\, Lunch and Vendor Spotlight \nPresented by: Wade Tetsuka\, President\, U.S. Transactions Corp. \n\n1:00 PM – 1:50 PM: The Copilot Era: Innovate with AI Agents \nCourse Description \nThis session explores the next wave of AI Agents. Presented by a Microsoft expert\, this course demonstrates how GovCon organizations can move beyond basic Copilot features to build\, deploy\, and govern intelligent agents capable of performing multi-step\, workflow-driven tasks across Dynamics 365\, the Power Platform\, and Microsoft Fabric. Participants will learn how these agents can be designed to automate critical business processes unique to government contracting\, such as critical data aggregation\, proposal drafting assistance\, and tracking complex compliance requirements\, ensuring secure and auditable deployment across the enterprise. \nLearning Objectives \n\nDifferentiate Agentic AI: Distinguish between simple AI features and complex AI Agents\, and articulate the strategic value of deploying workflow-centric agents for GovCon operations.\nArchitect Agent Solutions: Explain how the Power Platform (specifically Copilot Studio) can be leveraged to build and govern secure AI Agents that interact with sensitive ERP and CRM data.\nIdentify GovCon Opportunities: Pinpoint key government contracting business processes (e.g.\, invoice reconciliation\, proposal knowledge lookup\, cost pool reporting) that are ideal candidates for agent-driven hyper-automation.\n\nPresented by: Tony Qian \nLevel: Intermediate\nNASBA (Field of Study): Specialized Knowledge\nPrerequisites and preparation needed: 1 year of operations experience. No prior preparation required.\nReviewer: Wade Tetsuka\, CPA\nCPE Credits: 1.0\nCost: Free\nDelivery: Live and Group Internet-Based \n\n2:00 PM – 2:50 PM: From Readiness to Certification: A Paneled Journey Through CMMC Level 2 Assessment  \nCourse Description \nJoin KTL Solutions\, their client ODRG\, and independent assessor Redspin for a paneled discussion on navigating the full lifecycle of a successful CMMC Level 2 assessment. This session offers a rare\, multi-perspective view into the technical\, operational\, and compliance strategies that enable a government contractor to achieve certification. From secure enclave deployment and documentation readiness to third-party validation and post-assessment reflections\, attendees will gain actionable insights into what it takes to prepare\, execute\, and succeed in a formal CMMC Level 2 assessment. \nLearning Objectives \n\nUnderstand the full assessment lifecycle — from initial readiness planning to final certification — through the lens of a real-world client engagement.\nIdentify key technical and compliance milestones required for CMMC Level 2\, including secure enclave setup\, licensing\, documentation\, and evidence preparation.\nLearn how to coordinate effectively with third-party assessors while maintaining independence and avoiding conflicts of interest.\nExplore client decision-making processes and lessons learned that contributed to a successful assessment outcome.\nApply best practices for audience-specific messaging when communicating CMMC readiness to government contractors and stakeholders.\n\nPresented by: \nAndrew Lally – Vice President of Cloud and Infrastructure Services at KTL Solutions \nJeremy Mares – Vice President of Sales & Federal Accounts at Redspin a division of Clearwater \nMichael Matechak – Chief Growth Officer at ODRG\, LLC \nStephen Reid – Director of Enterprise Sales at KTL Solutions \nLevel: Intermediate\nNASBA (Field of Study): Specialized Knowledge\nPrerequisites and preparation needed: 1 year of operations experience. No prior preparation required.\nReviewer: Wade Tetsuka\, CPA\nCPE Credits: 1.0\nCost: Free\nDelivery: Live and Group Internet-Based \n\n2:50 PM – 3:30 PM: Closing Remarks and Presenter Panel Discussion with Audience Q and A \n\n3:45 PM – 5:45 PM: Happy Hour & Appetizers \nLocation: Salt Restaurant & Speak-easy Bar \n1201 Wilson Blvd (Across from the Microsoft Building) \nContinue the conversation with peers and speakers over happy hour and appetizers.   \nHosted by: U.S. Transactions Corp. and Bridgepointe Technologies\, Inc. \n\n\n  \nTo RSVP to this event click HERE \n\n\n  \n 
URL:https://usteducation.org/event/summit-roadshow-one-day-government-contracting-in-person-and-virtual/
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