Conference Sessions

77 Sessions

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Wednesday, May 9, 2018 - 10:30am to 12:10pm
Room: 
100-102
Moderator
Budget & Fiscal Officer
16th Circuit Court of Jackson, MO
Speaker
Interim Division Manager for the Asset Systems Management
City of Portland, Bureau of Environmental Services
Speaker
Town Administrator
Town of Berlin, MD
Speaker
Past President, Chair of Committee on America's Infrastructure
American Society of Civil Engineers

According to our CAFRs, infrastructure is our most valuable asset! Local governments can make investments to maximize the useful life and value of these assets. However, traditional capital planning and budgeting techniques often minimize the importance of infrastructure upkeep. At this session you will learn how to structure your planning and budgeting process to give asset preservation its due consideration. Speakers will provide specific asset upkeep strategies that have been employed successfully from leading governments.

Wednesday, May 9, 2018 - 10:30am to 12:10pm
Room: 
230 Complex
Moderator
Chief Audit Executive
City and County of San Francisco, CA
Speaker
State Auditor
State of Missouri
Speaker
Director & Assistant Professor
St. Louis University
Speaker
Principal Auditor
City and County of San Francisco, CA
Speaker
Vice President
Stroz Friedberg

Governments are being hit by an ever-increasing number of cyberattacks that range from targeting citizens’ private information to stealing funds. Without appropriate measures, including risk management, cyber insurance, and business continuity plans, government data are at risk. In this session, experts will explain how to defend against online fraudsters and detail creative and innovative solutions to cyber security, even if your government faces budget and staffing constraints.

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 - 10:30am to 12:10pm
Room: 
221-228
Moderator/Speaker
Senior Manager
GFOA
Speaker
Budget Director
City of Kansas City, MO
Speaker
Chief Financial Officer
City of Carrollton
Speaker
Finance Director
City of Surprise, AZ

How transparent is your government? GFOA has long advocated for transparency in financial reporting. For governments, this means reporting to a variety of various stakeholders each with unique needs and interests. In this session, speakers will provide their lessons learned and experiences in communicating financial information through a comprehensive annual financial report (CAFR), popular annual financial report (PAFR), website dashboard, social media, or other tool. Speakers will also discuss how to engage stakeholders, be proactive with communication efforts, and the benefits to your government of doing so.

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.

Wednesday, May 9, 2018 - 10:30am to 12:10pm
Room: 
223-226
Moderator
Senior Program Manager
GFOA
Speaker
City Manager
City of Burnsville, Minnesota
Speaker
Controller/Deputy Mayor
City of Lawrence, IN
Speaker
Director of the Department of Finance
City of Roanoke, VA

Want to learn more about how to make that budget book resonate with your governing body and community? How about learning more on how to improve the budget process that drives all that goes into the book too? This session will focus on creating budget books that align with GFOA's Distinguished Budget Presentation Award criteria and a budget process that incorporates GFOA's best practice guidelines. Presenters will share examples of budget books that clearly communicate an organization's objectives and financial information and also share insights on how to make your budget process more effective.

Wednesday, May 9, 2018 - 8:30am to 10:10am
Room: 
100-102
Moderator
Managing Director
Investment Process Analytics
Speaker
Director
Nebraska Safety Council WorkWell
Speaker
Executive Director
St. Louis Area Business Health Coalition

Wellness plans have become accepted as a strategy for increasing engagement, reducing health-care costs, and improving overall employee health, but the results have been mixed. How well do wellness plans really work? This session will explain wellness plan ROI, the kinds of programs that work best for a given strategy, and lessons learned from other governments.

Wednesday, May 9, 2018 - 8:30am to 10:10am
Room: 
240 Complex
Moderator
Payroll Analyst
Allegheny County
Speaker
Program Manager
University of Georgia
Speaker
Deputy Chief Financial Officer
City of Orlando, FL

Payroll is often the largest single cost object for a government, and good payroll administration is essential for a government's efficient operations, legal compliance, and internal control. This session will discuss overall payroll practices through policies, technology, law, process, and internal controls issues faced by a government. Speakers will provide strategies that apply to both small and large governments and provide benefits from administrative and employee perspectives.

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.

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.

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.

Wednesday, May 9, 2018 - 8:30am to 10:10am
Room: 
223-226
Moderator/Speaker
Assistant Finance Director
City of San Antonio, TX
Speaker
Partner
Baker Tilly Virchow Krause, LLP

Emergency response and recovery efforts following a disaster are just the start. Federal assistance to local governments from the Federal Emergency Management Agency (FEMA) and other agencies may literally be life-saving, but they come with strings attached and can be pulled back if governments do not comply with extensive compliance requirements. In this session an experienced auditor and a disaster-aid recipient government official will share their insights regarding meeting compliance requirements, documentation, and what to expect from independent and federal auditors during their testing of recovery grant expenditures.

Tuesday, May 8, 2018 - 3:35pm to 4:50pm
Room: 
221-228
Moderator
Director of Finance
City of Lincoln. NE
Speaker
Associate Professor of Accounting
Middle Tennessee State University
Speaker
Deputy Ethics Counselor
United States Government Accountability Office

Today’s world presents not only technical challenges for today’s finance leader, it also presents ethical challenges. This session will provide timely insight on ethics and what it means to act with a high degree of integrity.

Tuesday, May 8, 2018 - 3:35pm to 4:50pm
Room: 
276
Moderator
Director
GFOA
Moderator
Finance Director
Village of Shorewood, WI
Speaker
Government Affairs Manager
American Public Works Association
Speaker
Director
National Association of Clean Water Agencies

Public-sector utilities continue to face numerous challenges with regards to limited resources, deteriorating infrastructure, and expanding regulation.

Tuesday, May 8, 2018 - 3:35pm to 4:50pm
Room: 
223-226
Moderator/Speaker
Deputy County Administrator
York County, Virginia
Speaker
Chief Financial Officer
City of Grand Rapids

A budget can be simply defined as the financial plan that works toward achieving an organization's goals. Unfortunately, few of us dedicate adequate time and effort to outline these goals. As a result, budget meetings and conversations can often veer towards noble, but unclear objectives or be spent discussing strategies for re-arranging costs with little focus on what will be achieved. In this session attendees will learn how to lay the foundation to engage leaders, elected officials, and the public to keep budget discussions focused on goals and can be used to set the overall direction for budget conversations.

Tuesday, May 8, 2018 - 3:35pm to 4:50pm
Room: 
220/229
Moderator
Director
Office of Financial Policy & Planning, County of San Diego, CA
Speaker
Executive Director
Maine Public Employees Retirement System
Speaker
Chief Financial Officer
Illinois Municipal Retirement Fund
Speaker
Director of Actuarial Services
ICMA-RC

One of a government's main fiscal concerns is achieving sustainable funding for its pension and OPEB plans. Failing to fund the plans properly leads to compromised long-term investment performance and, ultimately, higher required employer contributions. Attendees at this session will learn the essential strategic elements of properly funding a pension or OPEB plan, including funding and amortization methods, musts for employer contributions, and what actuarial information you'll need. Experts will also explain options for reducing volatility.

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.

Tuesday, May 8, 2018 - 3:35pm to 4:50pm
Room: 
230 Complex
Moderator
Senior Manager
GFOA
Speaker
City Administrator
City of Liberty, SC
Speaker
Internal Services Supervisor
City of Bartlesville, OK

Popular technology research often overlooks smaller government situations and assumes that smaller organizations have large information technology departments at their disposal like their larger counterparts. This roundtable session is designed to fill the small government void that general research often neglects. Sit among your peers and share ideas on how large technology issues are resolved in small organizations. Speakers will focus on various systems used by the finance office, including Enterprise Resource Planning (ERP), cashiering systems, budgeting systems, payroll systems, and more-- all with a focus on applications in small organizations.

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.

Tuesday, May 8, 2018 - 2:00pm to 3:15pm
Room: 
220/229
Moderator
Financial Manager, Human Resources
City of Austin, TX
Speaker
Owner
BOLD, LLC

Finance officers are often trained on how to generate a return on investment from financial assets, develop process improvements that generate greater efficiencies, and manage infrastructure that provides optimal service over its lifespan. However, many finance officers or managers have not received training in ways to maximize their staff--or "human capital." This session will explore strategies that managers can use to aid the professional development of employees working on a team or in a department.

Tuesday, May 8, 2018 - 2:00pm to 3:15pm
Room: 
223-226
Moderator/Speaker
Director of Business Services
Ascension Parish School Board
Speaker
Vice President for Administration and Treasurer
College of DuPage

GASB 87 on leases will become effective for periods beginning after December 15, 2019, but if you're thinking this can be placed on the back burner for a while, think again. The new lease accounting is going to require quite a lot of advanced preparation. Speakers will explain the need for governments to do a comprehensive search of contracts, including many that may not even have previously been thought of as leases. The course will cover accounting for contracts that combine use of assets with services, and identify the key contract provisions that will need to be analyzed in order to properly assess each lease's term and the appropriate effective interest rate to distinguish asset value from financing costs. A review of available and developing technology to manage and account for leases will also be included.

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.

Tuesday, May 8, 2018 - 2:00pm to 3:15pm
Room: 
276
Speaker
Financial Planning & Debt Project Manager
Tualatin Valley Water District
Speaker
Finance Director
City of Tualatin, OR
Tuesday, May 8, 2018 - 2:00pm to 3:15pm
Room: 
240 Complex
Moderator/Speaker
Deputy Finance Director
City of Westerville, OH
Speaker
Assistant Finance Director
City of Eugene, OR
Speaker
Director of Finance, Innovation & Technology/City Treasurer
The City of Fredericton

If in five years your Enterprise Resource Planning (ERP) system looks like the same system you first installed, you have failed to leverage your technology investment. This session will focus on the period just after the "go-live" and how to provide long-term support for your ERP system. Speakers will address how to resolve any unresolved items from your go-live punch-list and build the internal capacity to grow a system effectively. Attendees will learn what staff positions and skills you need to develop your system, how to best triage issues, and how to determine when enhancements are needed.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 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.

Tuesday, May 8, 2018 - 2:00pm to 3:15pm
Room: 
221-228
Moderator
Office of Management & Budget (OMB) Director
Lucas County Commissioners
Speaker
City Economist
City of Portland, OR
Speaker
Managing Director, Chief Economist
Stifel, Nicolaus & Company, Incorporated

Governments are not immune to economic and business cycles and are often impacted in both the near and longer term with lagging revenues after recovery from a downturn. With the current, continued economic boom, this session will talk about trends in the economy and what governments can do now to help protect themselves from the inevitable economic downturn. Learn more from experts on how you can best analyze the current environment and potential impacts to your organization and how to develop strategies to help ensure financial sustainability for your organization to continue serving the needs of your constituents.


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