Conference Sessions

77 Sessions

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Monday, May 7, 2018 - 2:40pm to 3:55pm
Room: 
223-226
Moderator/Speaker
Finance Director
Metropolitan St. Louis Sewer District
Speaker
Budget Manager
Waukesha County, WI
Speaker
Assistant Finance Director
City of Oklahoma City, OK

Initial funding has been secured, the design has been approved, and shovels have broken ground on the new project. Funds and resources must be managed over the weeks, months, or years of construction and stakeholders want to be informed of both progress and pitfalls along the way. Experts discuss methods for managing and tracking capital projects though completion.

Sunday, May 6, 2018 - 2:40pm to 3:30pm
Room: 
Room 221-228
Moderator
Deputy Director of Finance
Milwaukee Metropolitan Sewerage District
Speaker
Senior Vice President
Simmons Bank
Speaker
Director of Investments
Maryland State Treasurer's Office

While perhaps not the most exciting aspect of the treasury function, it is one of the most important - receiving and depositing monies. New tools to help with check processing, card processing and even handling actual currency are emerging in the marketplace, and governments should be aware of these options to help with this essential duty.

Tuesday, May 8, 2018 - 3:35pm to 4:50pm
Room: 
240 Complex
Moderator
Chief Investment Officer
City of Albuquerque, NM
Speaker
Managing Director / Senior Portfolio Manager
FirstSouthwest Asset Management
Speaker
Managing Director
Swap Financial Group
Speaker
Senior Counsel
Clark Hill PLC

This session will look at the changing federal regulatory landscape and provide attendees with an understanding of the regulatory framework over outside advisors and what each can and cannot do for governments. Discussion related to issuing bonds, investing bond proceeds, general government investments, and swaps will be addressed by a panel of experts.

Wednesday, May 9, 2018 - 10:30am to 12:10pm
Room: 
240 Complex
Moderator/Speaker
Director of Finance
City of Lawrence, KS
Speaker
Director of Finance/Treasurer
San Diego County Water Authority
Speaker
Debt Manager
City of Portland, OR

This session will highlight GFOA’s best practices related to debt issuance. Attendees will hear from their peers whose experiences demonstrate the importance of developing and implementing debt policy and procedures. GFOA’s best practices will be highlighted for participants to better understand the ins-and-outs of debt issuance and management, and assembling the financing team.

Sunday, May 6, 2018 - 1:30pm to 2:20pm
Room: 
220/229
Moderator
Director of Finance
City of Westerville, OH
Speaker
President
Sudsina & Associates, LLC
Speaker
Assistant City Adminsitrator/Chief Financial Officer
City of Franklin, TN

Small governments face numerous hurdles in their debt management program including in-house subject expertise. This session will focus on effective strategies for issuing debt, hiring outside professionals, meeting disclosure requirements, and utilizing checklists and policies and procedures to best manage these responsibilities through the lens of a small government.

Tuesday, May 8, 2018 - 2:00pm to 3:15pm
Room: 
230 Complex
Moderator
Deputy General Manager
Eastern Municipal Water District, Perris, California
Speaker
Partner
Pillsbury Winthrop Shaw Pittman
Speaker
Senior Consultant
The Hyas Group
Speaker
Treasury Manager and Assistant Treasurer
Irvine Ranch Water District

Selecting a plan provider/record-keeper and letting them handle everything puts your government at risk! This session will highlight opportunities and best practices in defined contribution / deferred compensation plans, particularly focusing on fiduciary duties imposed by federal and state laws and regulations. Speakers will also discuss provider selection, fees, oversight and governance, investment choices, and participant education.

Tuesday, May 8, 2018 - 2:00pm to 3:15pm
Room: 
Ferrara Theater
Moderator/Speaker
CEO and Co-Founder
Lumesis, Inc.
Speaker
Senior Counsel
Bracewell LLP
Speaker
Deputy General Counsel
Stifel Financial Corp.
Speaker
Treasurer
City of Arlington, TX

The Municipal Securities Rulemaking Board (MSRB) and the Securities and Exchange Commission (SEC), as well as investors, continue to stress the importance of good disclosure practices. This session will review GFOA’s best practices related to disclosure, provide insights about how to improve your entity’s disclosure and investor outreach programs, as well as increase your awareness about what may be on the horizon regarding regulatory action and issuer disclosure practices.

Monday, May 7, 2018 - 1:30pm to 2:20pm
Room: 
Ferrara Theater
Moderator
Village Administrator
Germantown, WI
Speaker
Budget Director
City of Dubuque, IA
Speaker
President
National Civic League
Speaker
Senior Budget Analyst
City of Dubuque, IA

Public participation in government is an essential part of our democratic tradition. Local government, as the government closest to the people, is uniquely positioned to rehabilitate our democratic capacities. However, the conventional approach to public engagement is often painful for all involved and produces little useful insight for decision making. Fortunately, it doesn't need to be that way. At this session you will hear from local governments who have used unconventional models of public engagement. You will learn what they did, how it helped them, and how you can do the same for your community.

Monday, May 7, 2018 - 4:15pm to 5:30pm
Room: 
100-102
Moderator
Senior Department Administrator
Office of Budget & Finance, Hennepin County, MN
Speaker
Executive Director
In the Public Interest
Speaker
Business Services Manager
Bureau of Environmental Services, City of Portland, OR

Capital assets are expensive -- not just to procure, but also to operate and maintain. This session will discuss infrastructure financing strategies across the entire life cycle of an asset, including debt, partnering with private firms, federal incentives, and more.

Monday, May 7, 2018 - 4:15pm to 5:30pm
Room: 
Ferrara Theater
Moderator/Speaker
Controller
Chicago Public Schools
Speaker
Managing Director, Higher Education and Not-for-Profit Practice

Grant Thornton, LLP

Many financial statement preparers dread the auditors showing up. Auditors may not look forward to engaging with certain clients. Learn how to have an effective audit – one that is meaningful, useful, and timely, affording satisfaction from all parties involved. An experienced government comptroller and an external audit partner will each present information from their own experience in terms of selecting and managing a transition between independent audit firms and strategies for minimizing the burden of a financial statement audit while maximizing the benefits a government can extract from the audit process.

Monday, May 7, 2018 - 4:15pm to 5:30pm
Room: 
124
Moderator
Director/Deputy Executive Director
GFOA

Do you want to get more involved with GFOA? We are constantly looking for members who are willing to share their stories, develop their skills, and help advance public finance. Join us at this session, formatted as an "Activities Fair," to meet and network with other members as well as learn about what the association offers from award programs to research to membership to training and how you can take part in these activities.

Tuesday, May 8, 2018 - 10:20am to 12:00pm
Room: 
221-228
Moderator/Speaker
Director
GFOA
Speaker
Senior Policy Advisor
GFOA
Speaker
Managing Partner
Court Street Group
Speaker
Senior Director and Sector Lead – U.S. Public Finance
S&P Global
Speaker
Director - Division of Bond Finance
State of Florida

This session will highlight the recent tax reform debate and its effect on governments' ability to collect revenues and issue debt. Discussion of legislative proposals that could impact infrastructure finance and online sales tax collection will be discussed. Speakers will also highlight discussions in Washington DC surrounding public pensions, rating agency requirements, and other proposals that impact your government’s comprehensive fiscal structure.

Monday, May 7, 2018 - 1:30pm to 2:20pm
Room: 
221-228
Moderator
Chief Financial Officer
City of Minneapolis
Speaker
State and Local Government Principal
CliftonLarsonAllen, LLP
Speaker
Finance Director
City of Golden

Capital planning presents unique challenges, from tracking the progress of projects to projecting the facilities that will be needed to meet future service needs. Geographic information systems (GIS) can help your government improve decision making by using spatial analysis on information streams. In this session learn how organizations use spatial data in different ways to maintain their capital assets, forecast future needs, and communicate information to the public.

Tuesday, May 8, 2018 - 10:20am to 12:00pm
Room: 
240 Complex
Moderator
Business Manager/Board Secretary
Upper Moreland School District
Speaker
Chief Financial Officer, Director of Finance and Management Services
City of Asheville, NC
Speaker
Vice President of Marketing
First Stop Health
Speaker
Senior Vice President and the National Health Practice Leader
Segal Co.

Health-care benefits account for a huge percentage of a government’s expenses, so failing to manage them effectively is not an option. This session will explain some of the keys to containing costs long term, including price transparency, virtual care, and population health management.

Wednesday, May 9, 2018 - 10:30am to 12:10pm
Room: 
Ferrara Theater
Moderator
Chief Financial Officer
City of Mesa, AZ
Speaker
Budget & Finance Director
City of Glendale, AZ
Speaker
Senior Manager, Research
GFOA
Speaker
Chief Financial Officer
City of Longmont, Colorado

To operate sustainably, governments have to maintain adequate levels of fund balance to effectively mitigate and manage current and future risks. In this session, attendees will learn how to establish a formal policy for a restricted and unrestricted fund balance and will review examples of effective financial policies. Speakers will discuss different strategies for determining the appropriate levels of fund balance, compare policies from various types of governments in different situations, and review GFOA's best practice statements. Attendees will walk away from this session with a collection of fund balance policy strategies to bring back to their organization.

Wednesday, May 9, 2018 - 8:30am to 10:10am
Room: 
230 Complex
Moderator
Assistant City Administrator/Finance Director
City of Pleasant Hill, MO
Speaker
co-inventor
GOV360
Speaker
Finance Director
City of Dunwoody, GA
Speaker
Community Information Manager
City of Kettering, OH

Every local government strives to engage its employees, but it is often difficult to know what employee engagement truly means for both employees and the organization as a whole. In this session attendees will explore the many meanings of employee engagement and how to create useful engagement opportunities for employees. From helping employees become more productive to boosting office morale to emphasizing the mission of your organization, you will come away from this session with new tools to improve your employees' experiences. This session will also explore trends in office environments including flexible hours, work from home, shared work spaces, time off policies, and more.

Tuesday, May 8, 2018 - 10:20am to 12:00pm
Room: 
100-102
Moderator
Finance Director
City of DeKalb, IL
Speaker
Chief Financial Officer
City of Dallas, TX
Speaker
Treasurer
Arlington County, VA
Speaker
City Manager
City of Manassas
Speaker
Finance Manager
Logis
Speaker
Managing Director, Public Finance Group
Mitsubishi UFJ Financial Group

Ever wonder what might be your next career move? Are you considering a move out of the public-sector or a shift away from the finance office? There are pros and cons to different roles finance officers can take.

Tuesday, May 8, 2018 - 10:20am to 12:00pm
Room: 
Ferrara Theater
Moderator
Finance Director
City of Kennewick, WA
Speaker
Director of Research and Technical Activities
Governmental Accounting Standards Board

2018 will be the first year for many government employers implement the new other post-employment benefit (OPEB) reporting standards This session will include how to address the implementation challenges of OPEB. GASB's Director of Research and Technical Activities will discuss employers' accounting for postemployment benefits other than pensions, focusing on extensive implementation guidance recently issued by GASB to help governments prepare to implement GASB 75.

Monday, May 7, 2018 - 4:15pm to 5:30pm
Room: 
221-228
Moderator/Speaker
Chief Assistant County Administrator
Contra Costa County
Speaker
Capital Finance Director
Wisconsin State Capital Finance Office
Speaker
Senior Director of Facility Strategy and Financing
The Mind Trust

As bond rating agencies update their rating criteria, governments should be aware of these changes and become acquainted with the factors the agencies look for when rating their government’s bonds. Panelists will discuss how to put your government’s best foot forward in rating presentations, ongoing rating surveillance, and when you should look to improve your entity’s ratings.

Wednesday, May 9, 2018 - 8:30am to 10:10pm
Room: 
221-228
Moderator
Director, Treasury Office
Regional Municipality of York
Speaker
Chief Financial Officer
City of Rock Hill, SC
Speaker
Treasurer
St. Louis County, MO

The Treasury office is on the front line of government payables and receivables. As such, strong internal controls addressing a variety of operations is essential. Understanding key elements of treasury office internal control policies; how to manage controls at a variety of thresholds including payment desks, kiosks, and parks; and the importance of employee training and education will be discussed by government and industry leaders.

Monday, May 7, 2018 - 10:30am to 12:10pm
Room: 
223-226
Moderator
Chief Financial Officer
Virginia College Savings Plan
Speaker
City Treasurer
City of Oklahoma City, OK
Speaker
Chief Deputy Treasurer
San Diego County Treasurer's Office
Speaker
CEO, Chief Investment Officer
Chandler Asset Management

GFOA recently released best practices on many facets related to a government’s investment program, stressing the importance of having robust and clear investment policies. This session will be split into two parts. In the first, speakers will discuss the essential components of an investment policy and the pros and cons for various strategies used by governments of all types and sizes. The second part will feature roundtable discussions where finance officers can trade lessons learned, ask questions of their peers, and compare investment strategies in use in your government.

Wednesday, May 9, 2018 - 8:30am to 10:10am
Room: 
Ferrara Theater
Moderator
Assistant Finance Director/Controller
City of Fort Worth, TX
Speaker
Former Director of Technical Services
GFOA

Does it seem like the accountants in your organization speak a foreign language? Come learn how to say "hello" and "I am not an accountant" in accountant-speak! At least you'll be able to ask directions to the water-fountain when you visit "governmental-accounting-land." This session will explain some of the fundamental differences between private sector and governmental accounting, provide an explanation of why those differences arose, communicate what you need to know to understand the basics of governmental accounting, and provide an overview of topics covered on the Certified Public Finance Officer (CPFO) exam related to accounting, auditing, and financial reporting.

Tuesday, May 8, 2018 - 3:35pm to 4:50pm
Room: 
Ferrara Theater
Moderator
Controller
City of Rockville, MD
Speaker
Unit Head of Accounting Services Unit
New York City Mayor’s Office of Management and Budget
Speaker
Partner
KPMG LLP

GASB 84, Fiduciary Activities, becomes effective for fiscal years beginning after December 15, 2018. Is your government ready? Experts in government accounting will explain key elements of GASB 84 as well as strategies for systematically reviewing and properly classifying activities currently reported as fiduciary and make suggestions on explaining required changes to budgets and financial reports to non-accountants.

Sunday, May 6, 2018 - 2:40pm to 3:30pm
Room: 
100-102
Moderator/Speaker
Chief Financial Officer
City of Rock Hill, SC
Speaker
Finance & Central Services Division Manager
Anoka County, MN
Speaker
Senior Training and Development Analyst
City of San Jose, CA

One strategy to address employee engagement and retention is to offer mentorship programs. But what does an effective mentoring program look like in a finance office? Speakers will discuss how they have developed their mentorship programs and their effect on engagement, retention, and overall professional development of employees.

Monday, May 7, 2018 - 10:30am to 12:10pm
Room: 
240 Complex
Moderator
Chief Financial Officer
City of Raleigh, NC
Speaker
Partner
Perkins Coie LLP
Speaker
Deputy County Executive/CIO
Oakland County, MI

The cloud is no longer a novelty. The number of mature cloud customers is growing and the entire market is evolving creating both significant benefits for government, and lessons learned to discover both strengths and weaknesses. This session will address effective contract management practices for cloud services. Factors that will be discussed include service-level agreements, data and product ownership, liability, and transfer of services. Speakers will offer advice on how to avoid pitfalls in subscription contracts and how to best use cloud services to your benefit.