CPIC Continuing Education

Brush up on your CPIC knowledge!

May 2013 Webinar - PortfolioStat

WHEN: May 22, 2013 @ 2:00PM

Register Today: www.federalconcierge.cvent.com/May13PortfolioStat

The CPIC Forum webinar for May will include selected speakers and topics that will help keep you current with the latest developments in the CPIC Community.

Eric Thomas, Partner at Vergys LLC will provide an update on the latest OMB PortfolioStat developments and their potential impact. PortfolioStat is an evolving tool that agencies use to assess their portfolio management process, make decisions on eliminating duplication and waste, and ultimately maximize return on IT investments. New guidance from OMB was issued in a memorandum from Federal CIO Steve VanRoekel on March 30, 2013 that may affect some of our members or their colleagues.

Teresa Allison and Shawn Battle will give us an update on the CPP certification and exam process. For those of us who missed their update at the March conference, this presentation will fill in some important gaps for you. They will also give us the latest on the exam process and “grandfathering” procedures that were introduced to help the new certification process get off to a good start.

Rebecca Epstein and Laura Johnson will present the results of the attendee surveys from the 6th annual CPIC Conference in March 2013. Your feedback that is gathered at the conclusion of every Conference event is critical to learning and improving on the CPIC Forum experience. Besides the important feedback concerning topics and speakers, we asked some questions of our attendees that will help us plan and organize our future events. You will want to stay abreast of these developments as they evolve to get the most from your CPIC Forum.

We look forward to you participating in the webinar this coming May 22nd. If you have any questions, please let us know so we can help.

You will earn 1.5 CLPs by attending a CPIC Forum Webinar and COMPLETING the post-event survey!

An Introduction to CPIC & a Review of the Exhibit 300s


  • Changes to Special Terms
  • Review of the new Exhibits 300 (a) and (b)
  • Introduction to the Unique Investment Identifier (UII) code
  • Deviations from reporting on Mixed Life Cycle as well as Operations & Maintenance
  • Reporting at the PROJECT level – emphasis on reporting project execution data below the investment level
  • Work Breakdowns, identifying project execution sub activity baselines, cost and performance targets
  • Re-Integration of Risk Management reporting at the PROJECT level
  • Reporting Operational Activities according to the new guidance


  • Understand the key tenets of CPIC; what it is and why we have to do it!
  • Understand the reporting requirements as they pertain to the OMB Circulars and Memoranda.
  • Understand an Exhibit 300 and why/ how the report changes each year.
  • Understand how compliant program management practices can produce a compliant and "passing" Exhibit 300 as an "output".
  • Understandthe prerequisites for applying CPIC to a program/project/investment;how and when does the requirement to complete an Exhibit 300 or an Exhibit 53 apply.
  • Define the role of government in Exhibit development and reporting versus that of a contractor.
  • Introduce the "IT Dashboard" and discuss its purpose, and the monthly reporting requirement that has been added by OMB.
  • Understand the role of cost & schedule to CPIC reporting and what impacts significant variances can cause in your reporting.
  • Understand the roles in CPIC of the FAR, the OMB Capital Planning Guide, and the OMB Circular A-11.
  • NEW- in some classes, by request, we will introduce a tool module oneCPIC, Oracle Primavera and other CPIC tools. Inquire today!
  • Discuss resources that are available to help with continued professional education and CPIC certification.
  • Discusslaws, Regulations, Guidance, Circulars and Guides that impact programand project managers with respect to compliance and audit drivers.

"This class was awesome! I give the class an the instructor 2 thumbs up! I came back to work today with a smile on my face for CPIC, feet just hit the floor but I am already running with the information I learned!"

~ Attendee from U.S. Small Business Administration

June Class

Tuesday, June 18th 2013 at 8am to Wednesday, June 19th 2013 at 4:30pm

1300 Jefferson Davis Highway

Arlington, VA

July Class

Tuesday, July 16th 2013 at 8am to Wednesday, July 17th 2013 at 4:30pm

1300 Jefferson Davis Highway

Arlington, VA

August Class

Tuesday, Aug. 13th 2013 at 8am to Wednesday, Aug. 14th 2013 at 4:30pm

1300 Jefferson Davis Highway

Arlington, VA


  • 8:00AM Registration and Continental Breakfast
  • 8:30AM Class Begins
  • 12:00PM (Approximately 1 hour) Lunch - On Own.
  • 4:30PM Class Adjourns

*There are several 10-15 minute breaks throughout the day.

Contact Us

Feel free to contact us with any questions, comments, or concerns.