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Deltek ProjectCon 2025 | Baker Tilly
Conference
Deltek ProjectCon 2025
Baker Tilly is proud to return to Deltek ProjectCon as the diamond level sponsor once again this year. Every year the conference brings together project-based business professionals, offering educational sessions, industry trend news, networking opportunities and product updates related to Deltek solutions like Costpoint.
We're looking forward to connecting with attendees and discussing how our team can help you stay ahead of competition by maximizing your Deltek investment.
Incurred Cost Proposals made easy: Automate the process for ICP preparation [CPSPON-15]
Date and time: Tuesday, Nov. 11, 3:10-4 p.m. MST
Submitting your annual Incurred Cost Proposal doesn’t have to be a fire drill. Join Baker Tilly at ProjectCon to see how ICPro™ structures queries to leverage Costpoint data such as cost pools and automatically checks for Defense Contract Audit Agency (DCAA) adequacy —streamlining your entire ICP process. In this session, we’ll show how ICPro™ can create your custom and ready-to-send Excel ICP and increases confidence in your final submission, all while reducing manual effort and submission time.
Learning objectives:
After this session, you will be able to:
Understand the key compliance requirements and common challenges in preparing an annual ICP
Learn how ICPro works with Deltek Costpoint to improve efficiency and accuracy in ICP preparation
Explore methods for supporting DCAA compliance and reducing manual data management
Building the modern FP&A function: Transforming FP&A in government contracting with advanced technology [CPSPON-32]
Date and time: Tuesday, Nov. 11, 10:20 - 11:10 a.m. MST
In today's business landscape, government contractor (GovCon) finance leaders are being called on to do more than close the books and develop a budget — they need to guide strategy. Financial planning and analysis (FP&A) is becoming a strategic partner to the business, helping leadership make timely and informed decisions. But many organizations remain stuck in outdated tools, disconnected systems and Excel, even when they’re using a powerful ERP like Costpoint.
In this session, leaders from Baker Tilly will share a proven FP&A transformation framework and practical insights from real-world use cases. Learn how organizations are progressing through FP&A maturity levels, closing talent gaps, and leveraging advanced technology to enhance and accelerate forecasting, financial close and analytics. Discover how your finance team can become a data-driven, tech-enabled strategic partner to the enterprise and learn about tools to use with Costpoint that can support your transformation.
Learning objectives:
After this session, you will be able to:
Identify the key challenges facing FP&A functions today, including system fragmentation, data quality issues and time-consuming manual processes
Understand how to evaluate your organization's current FP&A maturity and outline next steps toward AI readiness and AI integration
Understand the strategic shift from traditional planning and reporting to forward-looking business influence
Design a roadmap for transforming FP&A into a strategic growth engine, including key roles for talent development, data infrastructure and change management
Learn about the future of AI in finance, including: machine learning, generative AI and agentic AI
Understand the benefits of Deltek Dela
Presenters:
Colt Meraw, Director, Baker Tilly
Dave DuVarney, Principal, Baker Tilly
Mastering Costpoint upgrades and testing at scale [CPSPON-30]
Date and time: Wednesday, Nov. 12, 4:20 - 5:10 p.m. MST
With Deltek's quarterly release schedule, Maintenance Release (MR) and Calendar Year End (CYE), upgrades are something you need to get used to. But how do you best manage and test your Costpoint upgrades, without running your staff ragged?
Join Baker Tilly to learn about strategies for efficient upgrade planning, comprehensive testing methodologies and leveraging automation tools like — Tricentis Tosca — to streamline the process to help you get current and stay current.
Learning objectives:
After this session, you will be able to:
Better understand the implications of Deltek’s quarterly release schedule on system operations and staffing
Identify best practices for upgrade planning to minimize disruption and maximize efficiency
Evaluate how automation tools like Tricentis Tosca can streamline upgrade testing and validation
Assess available automation options to reduce manual effort and accelerate upgrade timelines
Presenters:
Bishesh Devkota, Principal, Baker Tilly
Gabe Aliquo, Manager, Baker Tilly
Smarter systems, stronger compliance: Automation strategies for Costpoint [CPSPON-12]
Date and time: Wednesday, Nov. 12, 2-2:50 p.m. MST
As automation evolves--from simple rule-based bots to complex agentic AI — government contractors face a key question: Will my auditors sign off? This session breaks down how to implement intelligent automation in a way that’s both powerful and audit-ready.
We’ll showcase real use cases in areas like AP and vendor onboarding and demonstrate how tools like UIPath's Maestro map every step (bot, person or AI) to improve visibility and compliance. You'll learn how to document inputs and outputs, assess risks and build trust with auditors, even when the tech gets complex.
Whether you’re considering basic RPA, scaling your existing RPA or exploring agentic AI, this session connects technical innovations with the realities of federal oversight and provides a path forward.
Learning objectives:
After this session, you will be able to:
Understand the basics of RPA and agentic AI, including key differences and use cases in government contracting
Understand automation inputs and outputs, assess associated risks and communicate effectively with government auditors
Understand tools like UIPath’s Maestro to map workflows across bots, people and AI agents for improved visibility and control
Presenters:
Dave Hickey, Principal, Baker Tilly
Noah Leiden, Principal, Baker Tilly
Accelerating billing transformation: The playbook for efficiency and accuracy [CPSPON-27]
Date and time: Wednesday, Nov. 12, 3:10-4 p.m.
Join Baker Tilly for an in-depth conversation on how leading government contractors are modernizing financial operations through process automation, strategic billing transformation and data-driven insights. This session will explore proven practices that improve billing efficiency, accuracy and timeliness — especially for complex, compliance-heavy environments such as defense and public sector contracting. Learn how organizations are aligning finance, contracts and operations teams to streamline billing cycles, mitigate risk and unlock working capital.
Learning objectives:
After this session, you will be able to:
Describe how automation and process reengineering can improve billing performance
Identify strategies to align financial and operational teams for more accurate and timely invoice processing
Recognize key challenges in billing transformation efforts and how to address them
Apply insights from leading practitioners to enhance internal controls, reduce rework and improve visibility into key billing metrics
Presenters:
Dave Hickey, Principal, Baker Tilly
Brendan Quinn, Senior Manager, Baker Tilly
Costpoint Efficiency and Optimization: Unlocking Hidden Potential with a Costpoint Assessment
Date and time: Wednesday Nov. 12, 11:30-12:20 p.m. MST
Who better to help organizations unlock hidden potential and discover opportunities to create efficiencies than Costpoint leaders from Deltek Professional Services and Baker Tilly? Costpoint customers that join this session will learn how these leaders can analyze their current system setup to uncover hidden potential within their operations, leading to increased efficiency, reduced manual processes and the elimination of persistent pain points. Customers will gain valuable insights from a team of Costpoint leaders, who will work collaboratively with them to identify and implement these optimization opportunities.
Learning objectives:
Understand how leader review of Costpoint usage can identify hidden opportunities for increased efficiency.
Understand how rapidly evolving technology is creating opportunities to evaluate and enhance Costpoint usage.
Know what an optimization review looks like in terms of effort, timeline, and cost.
Understand if their business is a strong candidate for an optimization review.
Panelist:
Ashley Pfost, Sr. Manager, Baker Tilly
Raymond Wilson, Director, Deltek
Navigating the 2025 regulatory wave: Strategic insights for government contractors
Date and time: Tuesday, Nov. 11 , 10:20-11:10 a.m. MST
Regulatory change is nothing new for government contractors, but 2025 marks a once-in-a-generation shift. The current administration has issued an unprecedented wave of Executive Orders, significantly reshaping the landscape of government acquisition and changing compliance demands.
Join us as we explore the far-reaching implications of the FAR Overhaul, the rollout of Cybersecurity Maturity Model Certification (CMMC), changes to Cost Accounting Standards and other timely regulatory updates. Join Baker Tilly as we outline practical steps companies can take to navigate this dynamic environment while protecting competitiveness, maintaining compliance and minimizing risk.
Learning objectives:
After this session, you will be able to:
Understand the current-state of recent and planned regulatory updates
Identify and implement workable solutions to address new and evolving compliance risks facing your business
Presenters:
Joe McCaffrey, Principal, Baker Tilly
Matt Gilbert, Principal, Baker Tilly
Breaking the quality barrier: How integration transforms operations [TIP-08]
Date and time: Wednesday, Nov. 12 | 4:20-5:10 p.m. MST
Disconnected teams and manual processes hold back quality at scale. This session reveals how to break through by unifying people, processes and data in a single integrated QMS with TIP Technologies. See how integration replaces paper-based workflows with digital solutions that boost collaboration, streamline operations and deliver measurable results. We'll also show how TIPSFE extends TIPQA to modernize manufacturing and align cross-functional teams. Whether launching TIPQA or expanding, you'll learn how to connect your quality ecosystem, accelerate transformation and realize expected benefits.
Learning objectives:
Learn why it is important to break down process silos and unify quality operations
See how integration across TIP modules drives visibility, efficiency and business impact
Discover how TIPQA and TIPSFE together expand capabilities to support growth, modernization and compliance
This year, Baker Tilly is proud to team up with Freedom Service Dogs, an organization that transforms lives by pairing people with custom-trained assistance dogs. Visit our booth to meet service dogs in training, hear a veteran’s inspiring story and take part in hands-on activities like assembling puppy kits and creating treat bags. We’re excited to connect, give back and make a difference, together.