Current Projects

Cost and Profitability Management

Understand and Demonstrate the Value of Business Enabling Functions - the group’s objective is to assist member organizations to understand and quantify the value business support functions bring to organizations. A principle-based Value framework has been designed for functions who want to understand how internal stakeholders view value. The framework has 9 value principles which enable member organizations to consistently define the value business support functions bring to an organization. This framework will thereby allow cost and value trade-offs to be quantified.

Defining Value for Services - Value Analysis is an optimization methodology of aligning resources (cost) in proportion to the relative importance of Customer Functional Requirements. Value Analysis historically has been applied to manufacturing. However, it is equally effective for Service Industries and general process improvement. Services can present nuanced challenges in quantifying the processes performed and the associated importance to the customer. The group will continue to expand pilots of value analysis for services.

Strategic Cost and Profitability Value Management Roadmap - CAM-I has contributed significantly to the field of Cost, Process and Performance Management. This group is using existing the CAM-I body of knowledge to create a maturity roadmap. By using the roadmap, member organizations can benchmark their position in terms of maturity and what next steps to take to improve their organization.

Plans are also being formulated to add data analytics, modeling and artificial intelligence.
Other areas include work developing the following guidebook -

• A Primer on Value Analysis that includes Value Management, Value of Business functions, Principal Based Value Framework and Cost and Profitability Management.

Chairs -
Tim Clarke, Phone: (925) 357-6777 or This email address is being protected from spambots. You need JavaScript enabled to view it.
Matthew A. Anderson, Phone: (314) 232-0931 or This email address is being protected from spambots. You need JavaScript enabled to view it.

Integrated Risk and Value Management Special Interest Group

To be in business is to face a constant stream of potential risks that can disrupt daily activity and put the future of the organization in jeopardy. However, what if the organization were able to assess their potential risks for enterprise value? Robust organizations know how to take on measured risks that boost returns to stakeholders. If handled properly, it may even be possible to increase stakeholders’ perceived value when taking on incremental risk. The goal of the Integrated Risk and Value Management interest group at CAM-I is to explore this risk-value continuum, modifying existing thought and proactively to enable organizations to maximize value by optimizing risk.


Chair: Sean Catanese, Phone: (206) 263-1512 or This email address is being protected from spambots. You need JavaScript enabled to view it..

Performance Management Interest Group

The group is focused on these Phase III initiatives:

Key Performance Management Framework (PMF) Deliverables:

  • PMF Awareness Training for members and guests at quarterly meetings
  • PMF Implementation Workshop facilitated in-house for member companies
  • PMF Instructor Certification Process and Program (“Train-The-Trainer”)
  • Updated PMF Executive Overview (joint publication with CPA Canada) with a more graphical explanation of the methodology
  • On-line Organizational Readiness Assessment tools and analytics
  • Guidance on integrating PMF concepts with other IG’s methodologies

Current research and development:

  • Providing high level guidance on improving organizational readiness.
  • Packaging PMF instructor materials into a practical Implementation Guidebook.
  • Documenting business success stories in the use of the Framework.
  • Developing an approach to providing more detailed guidance on specific improvement techniques and accessing associated reference materials.

Chair: Derek Sandison, Phone: (905) 301-0429 or This email address is being protected from spambots. You need JavaScript enabled to view it.

Forecasting for procurement of complex acquisition and support projects Interest Group

(Using Defence procurement as a case study)

Many organisations have large budgets to procure new capabilities and support existing capabilities. The lifespan of these acquisition/build and support/run projects can run from a single year to 25 years and beyond in some cases.
Often these projects have a reputation for cost and time overruns, and variability of forecasting that present a major challenge to the Finance function in trying to manage the overall budget in any given financial time period.
The finance function has to apply its own professional judgement to try and ensure the summation of these projects does not result in a sub-optimal utilisation of the budget so that taxpayers/shareholders money is not wasted.
The aim of this project is to, using as a case study the MOD project, leverage knowledge across the defence sector end to end, including industry partners, international defence organisations and bodies that review Defence budgets, to identify common root cause problems. The intention is to also leverage the wider CAM-I network to highlight common issues and learning to aid the overall objective of improving the stability and quality of financial management and forecasting for such projects.
The interest group will then move on to proposing solutions by identifying skills, knowledge, tools and techniques that could be applied to eliminate unnecessary barriers to effective financial management. Some of the solutions could be “quick wins” exploiting better communication of existing knowledge and information end to end through looking at the problems form different perspectives. The outcome should be to improve the quality of financial management, provide better stability to forecasting, and that we maximise the capacity and capability available to our Armed Forces in a timely manner from the budget available.


Chairs -
Rob Young, Phone: 011-44-7826 510552 or This email address is being protected from spambots. You need JavaScript enabled to view it.
Robert Patrick, Phone: (703) 695-3378 or This email address is being protected from spambots. You need JavaScript enabled to view it.

CAM-I Higher Education Center of Excellence in Cost Management (CoE)

Higher Education is facing unprecedented economic pressures caused by increased operating costs, reductions in government funding, an increasingly competitive marketplace to attract & retain talented students and push back from families on the actual value of Higher Education. Additionally, the emerging COVID19 pandemic will have profound impacts on the Higher Education industry – stemming from reduced numbers of students, movement to online learning, and returned tuition fees and residential costs. Financial sustainability has never been more critical. Traditionally driven more by mission-based values, university leadership must now understand the impact of their decisions on the bottom line to move their organizations forward sustainably while also remaining true to their mission.


The CAM-I Higher Education Center of Excellence is focused on developing actionable training for practitioners to navigate the higher education cost management landscape. The training will focus on:

  • Value Proposition – understanding why it is important to undertake cost management on campus, and how these objectives relate back to the mission of the institution
  • Management Challenges – identifying the practical issues faced by the institution that inhibit reaching objectives, goals, and the mission
  • Cost Management Enablement – after developing an understanding of how cost management can support the long-term sustainability of an institution, present a set of tools that can help manage cost on campus. These tools will focus on:
    • Type of data required for cost management
    • Reporting outputs that can help drive enhanced decision-making
    • Best practices for interpreting reporting output, and how it can drive decision-making to ensure long-term sustainability of the institution

The CAM-I Higher Education Center of Excellence plans to host the first of these training sessions as part of the September 2020 CAM-I Quarterly Meeting in Alexandria, Virginia.

Chair: Michael Skopal, Phone: +1 (240) 383 7468 or This email address is being protected from spambots. You need JavaScript enabled to view it.