Society of Defense Financial Management

SDFM Defense Financial Management Institute (DFMI) Orlando



Orlando, FL



May 27 - 28, 2026

Management Concepts is proud to be a Bronze Sponsor of the Society of Defense Financial Management Defense Financial Management Institute (DFMI), held at the Marriott World Center Hotel and Conference Center in Orlando, FL.

Visit Our Booth

Stop by Booth #103 to learn about how Management Concepts delivers the financial management workforce solutions financial management professionals rely on — from the Enhanced Defense Financial Management Training Course (EDFMTC) and CDFM exam prep, to data analytics, AI, and leadership development programs tailored for the federal government.

New Course: Supporting the Mission Through Audit Readiness in the Department of War

Attend Our Sessions

Mini-Course: “Budgeting and Accounting: Making the Connection”

Date: Tuesday, May 26, 2025

Time: 2:00 -5:00 PM

Don’t miss our pre-conference mini-course “Budgeting and Accounting: Making the Connection.” This course provides a foundational understanding of the connection between federal budgeting and accounting systems. Participants will explore how both budgetary and proprietary accounting are essential to managing federal financial resources and complying with legal mandates. By learning about the U.S. Standard General Ledger (USSGL) and the processes involved in federal financial management, participants will gain the tools to make informed decisions and maintain fiscal responsibility.

Panel Discussion: Enterprise Accountability in Action: What Defense FM Must Get Right 

Date: Thursday, May 28

Time: 11:30 AM – 12:45 PM

Moderator: Tom Steffens, Senior Policy Advisor, Management Concepts 

Panelists: 

  • Mobola Kadiri, Deputy Assistant Secretary Navy (Financial Operations) 
  • Edson Barbosa, Deputy Assistant Secretary Air Force (Financial Operations) 
  • Ryan Busby, Deputy Assistant Secretary Army (Financial Operations & Information) 
  • Susan Goodyear, Director of Resource and Chief Financial Officer, Defense Logistics Agency 

Defense Financial Management is at a pivotal moment. Achieving sustained audit success by 2028 will not be driven by corrective actions alone, it requires enterprise accountability. In Defense FM, the “E” in enterprise means everyone. This moderated panel brings together senior Defense financial leaders to examine how the revised DoW Audit Strategy is reshaping audit remediation efforts, governance expectations, and cross-functional alignment. Panelists will share how they are translating strategy into action synchronizing with OSD DCFO priorities, addressing key dependencies, and navigating barriers to execution. Rather than serving as a status update or technical deep dive, this session is a candid leadership conversation about what can be influenced now, clarity of roles, enterprise-wide coordination, and a culture where accountability is shared and visible. Audit success is not owned by a single office. It is shaped by leadership, reinforced through execution, and sustained through collective ownership across the enterprise.  

Learning Objectives:  

  1. Analyze governance structures and leadership expectations to determine how they drive consistent, accountable behavior across the organization  
  2. Evaluate the alignment of financial systems, policies, and internal controls to identify gaps impacting audit readiness and decision-making  
  3. Assess strategies for strengthening workforce ownership and improving integration across financial, program, and operational communities.

Meet Our Staff

Talk to our knowledgeable staff about comprehensive workforce development solutions for yourself and your team.

Stephen L. Maier

Stephen L. Maier

President

As president of Management Concepts, Steve is a passionate people- and customer-centric leader who is focused on developing business relationships with top-tier executives, guiding the company vision and mission while overseeing business development and operations activities to constantly improve the caliber and delivery of training, professional development, and talent management services. For much of his career, Steve has been active in the federal government marketplace and is acutely aware of workforce development technology and trends. In addition, he is a member of software developer Privia’s board of directors.

Steve was awarded a BS in computer and information science from University of Michigan and an MS in computer science from Johns Hopkins University.

Donald Thomas

Donald Thomas

President

Anna Mauldin

Anna Mauldin

Executive Director of Product Management

As the executive director of product management, Anna leads a team of talented product strategists who develop and maintain Management Concepts’ 7 distinct, federally focused product portfolios. She is responsible for driving corporate growth by increasing top-line revenue and profitability of existing products as well as developing new training capabilities and overseeing key external partnerships for the company. In addition, Anna guides Management Concepts’ Learning Development team, which is comprised of approximately 50 specialized product development professionals. She is known for her willingness to take on new challenges and ability to achieve results through cross-functional teams.

Anna was awarded a bachelor of science degree in biology from Randolph-Macon Woman’s College and a master of business administration from the University of Colorado.

Tom Devine

Tom Devine

Product Management Director, Financial Management

Patrick Porter

Patrick Porter

Strategic Account Executive

Todd Peppe

Todd Peppe

Executive Director of Program Management

Executive Director of Program Management

Barry Collins

Barry Collins

Content Management Director

Vera Medici

Vera Medici

Senior Marketing Manager, Partnerships & Events

Trey Crutchfield

Trey Crutchfield

Account Manager

Account Manager