Past Meetup

An Agile Accounting Model: The key to Enterprise Agile

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"Before Agile can scale as the primary mode of developing software, an Agile accounting standard needs to be developed to enable CFO’s to understand and leverage one of the most quantifiable and compelling benefits of Agile software development. In this hands-on tutorial, we will walkthrough and de-mystify the problem, map current accounting standards to an Agile project accounting model and walk through a practical and defensible solution that participants can customize and implement.

Process/Mechanics:

This interactive tutorial will provide an opportunity for participants to understand accounting practices and collaborate to design an agile accounting solution. Learnings can be extended to resolve related problems to effectively reduce waste and friction associated with:

• Compliance (Sarbanes Oxley (SOX) and General Computer Controls)

• Internal and External Audits

• Reducing Excessive Controls and Simplifying Control Points

• Agilizing budget and financial cycles and related processes

After a brief (15 minute) overview of the problem, participants will break into work groups to brainstorm on a solution (15 minutes) and reconvene to compare ideas and align on a preferred model and share learnings (15 minutes). In a guided group discussion, participants will explore Q&A and walk away with a deeper understanding of Agile Accounting along with some practical ideas for solving Enterprise level agile accounting problems and blockers. The session will wrap with Q&A.

Presenters: Pat Reed and Walter Wyckoff

Pat Reed has been solving technology problems, designing and delivering cutting edge solutions, developing leaders and driving transformational change for over 35 years. Throughout her career leading Business Technology Solutions, Pat has leveraged Lean Agile Project Management and Software Development principles and practices in the Mental Health, Criminal Justice, Criminal Intelligence, Entertainment & Retail Industries. For the past 7 years as Sr. Director of IT at Gap Inc., she led IT Strategic Planning, Global PMO, Portfolio Management, Risk and Vendor Management and IT Finance at Gap and her accomplishments include developing an Agile Portfolio Management capability, an Agile Accounting model and world class adaptive career management framework.

Pat started her career as a behavioral psychologist and after 6 years in community mental health, transitioned to Criminal Intelligence at the Colorado Bureau of Investigation designing and developing criminal intelligence and forensic systems; followed by 20 years in Entertainment. Pat worked for 15 years as Executive Director of IT at Walt Disney Pictures and Television where she developed and delivered cutting edge applications and systems for the Motion Picture Group and Feature Animation, followed by 5 years at GE/NBC/Universal Studios in Motion Pictures Production.

Pat has a passion for teaching technology, systems analysis, agile development, artificial intelligence and process improvements courses with over 35 years of experience as an adjunct professor at the University of Denver (DU), Woodbury University and UC Berkeley Extension where she developed a certification program in Agile Management. She introduced Ohio State University to Agile methods and inspired them to incorporate Gap’s Agile Methodology into their computer science curriculum. She also co-founded PMI’s Agile Community of Practice.

Pat serves as a Director on the Agile Alliance Board where she is directing a program to develop an Agile Accounting Standard. Pat co-chaired the 2011 Agile Executive Forum and serves on the Executive Council on the Agile Leadership Network. She has earned an MBA & BS in Psychology (from the University of Illinois) and is active in PMI and the Bay Area Project Leaders Network, teaching at UC Berkeley Extension and consulting with ihoriz.

Walt Wyckoff has been an Agile Consultant in the San Francisco Bay Area for the past eight years within the telcom, high technology and higher education sectors. Walt's current roles include SCRUM Master and QA Automation Lead at Stanford University. Over this thirty-five year career, Walt has held many roles in Information Services including but not limited to Manager, Project Manager, Software Development Team Lead, QA Lead and Senior Software Developer. Walt has also worked in software development in the entertainment, airline, search engine, financial services, forest products, payroll, manufacturing, online auction and government sectors. Walt currently teaches Agile Management at the University of California, Berkeley and holds the Project Management Professional (PMP), Certified Information Systems Security Professional (CISSP), Certified SCRUM Master (CSM), Certified SCRUM Product Owner (CSPO). Certified Test Manager (CTM) and Certified Information Systems Auditor (CISA) credentials. Walt has earned three University degrees in business including: a BA in marketing and advertising from the University of Nebraska-Lincoln, MS in advertising from the University of Illinois at Urbana-Champaign and an MBA with emphasis in Information Systems from the California State Polytechinc University - Pomona. Walt is a United States Navy Vietnam era Veteran, USS Horne (CG-30) where he supervised a watch section in Radio Central