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How-To Sessions for Analyzing Entries in Annual OGE Form 450s

How-To Session 1

How-To Session 2

How-To Session 3

During these How-To Sessions, Institute for Ethics in Government (IEG) instructors show how they analyze certain entries in annual confidential financial disclosure reports (OGE Form 450s) by modeling their research process for each – showing participants how to navigate OGE’s website and utilize the various resources available to better understand the entries introduced and others they may encounter during the filing season. 

After attending a How-To Session, participants will be able to: 

(1) Navigate OGE’s website to access its various resources for reviewing OGE Form 450s; 

(2) Discern which resource(s) may be best to reference when analyzing certain entries;  

(3) Use those resources to conduct technical and conflicts reviews; and 

(3) Approach their reviews with more confidence. 

In How-To Session 1, IEG Senior Instructor Patrick Shepherd walks through his review of three entries on an annual OGE Form 450: a stock, exchange-traded fund, and virtual currency.

In How-To Session 2, IEG Instructor Megan Kunkle walks through her review of three entries on an annual OGE Form 450: a college savings plan, a defined benefit plan, and a defined contribution plan.

In How-To Session 3, IEG Instructor Anna Wheeler walks through her review of two entries on an annual OGE Form 450: a brokerage account and a family farm. She also shares OGE resources for reviewing trusts.

 

Course Evaluation

Course Information

02/04/2026

Confidential Financial Disclosure/450

5 CFR 2634 - Executive Branch Financial Disclosure Qualified Trusts, and Certificates of Divestiture

Yes

60 + Minutes

Yes

Continuing Education

(Note:The transcripts that are contained within this Course Library are not official transcripts and have been auto-generated. The transcripts have not been proofread or corrected for accuracy, and may contain computer-generated mistranslations and other errors.)

File Name
How-To Session 1 Transcript.docx
How-To Session 2 Transcript.docx
How-To Session 3 Transcript.docx