Conference Sessions

77 Sessions

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Monday, May 7, 2018 - 2:40pm to 3:55pm
Room: 
124
Moderator/Speaker
Director
UBS Financial Services Inc.
Moderator
Manager
GFOA
Moderator
Manager
GFOA

Open to attendees age 40 and under, this interactive speed networking session is designed for attendees to meet and exchange ideas. Small groups will be given 15 minutes to share thoughts on an issue facing their government or a theme related to GFOA's conference before rotating onto a new group and topic. Bring your business cards!

Monday, May 7, 2018 - 2:40pm to 3:55pm
Room: 
221-228
Moderator
Finance Director
County of Chatham, GA
Speaker
Executive Director
J.P. Morgan
Speaker
City Treasurer
City of Grand Rapids, MI

Governments are looking more and more to technology to assist with revenue collections and operations of the treasury office. At the same time, citizens and customers are looking for modern conveniences in bill paying that requires using the same technologies. This session will provide case studies on successful examples and lessons learned from governments that have utilized various payment technologies while meeting the challenges of data security, privacy risks, and minimizing fraud.

Sunday, May 6, 2018 - 2:40pm to 3:30pm
Room: 
240 Complex
Moderator
Controller, Accounting Division of the Bureau of Revenue and Financial Services
City of Portland, Oregon
Speaker
Senior Vice President & Actuary
Segal Consulting
Speaker
Senior Manager, Assurance Professional Practice
Crowe Horwath

With the implementation of GASB's pension and other postemployment benefit (OPEB) standards, some of the largest numbers and most detailed disclosures in a government's financial statements are calculated by actuaries. Yet, accountants and auditors must understand and work with these numbers - and the professionals who calculate them. In this session you will hear from actuaries and accountants about their respective roles and how to most effectively manage inter-dependency to facilitate timely and reliable pension and OPEB reporting.

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.

Sunday, May 6, 2018 - 1:30pm to 2:20pm
Room: 
276
Moderator
Senior Manager
GFOA

GFOA’s Urban Forum provides an opportunity for members of large governments to network and exchange information on topics unique to the demands of managing their large and complex entities. The forum is currently open to GFOA members in urban jurisdictions from the United States and Canada with metropolitan area populations of 1,000,000 or more. Delegates from urban jurisdictions are invited to attend, network, discuss current topics, and become part of ongoing discussions among GFOA members from large urban jurisdictions.

Monday, May 7, 2018 - 2:40pm to 3:55pm
Room: 
230 Complex
Moderator/Speaker
Chief Financial Officer
Virginia Retirement System
Speaker
Senior Consultant
Gabriel, Roeder, Smith & Company
Speaker
Assistant City Manager and Finance Director
City of San Mateo, California
Speaker
Chief Financial Officer
San Bernardino County Employees’ Retirement Association

The actuarial valuation report is the basic source for information about the funded status of pension and other post-employment benefit (OPEB) plans, especially now that funding information is no longer automatically provided in financial reports. Pension and OPEB decision makers need to carefully review and understand their actuarial valuation reports to make responsible and sustainable funding decisions. In this session, experts will explain the link between actuarial reports and plan funding, and plan costs, and how to make the best use of this crucial information.

Monday, May 7, 2018 - 4:15pm to 5:30pm
Room: 
230 Complex
Moderator
Chief Business and Technology Officer
Howard County Public School System
Speaker
Finance & Central Services Division Manager
Anoka County, MN

Governments accepting payment cards must be aware of and comply with industry standards to ensure a secure processing environment. This session will provide information that all finance officers need to know about PCI standards and how they should address potential risks facing their governments when processing electronic payments.

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 - 10:20am to 12:00pm
Room: 
220/229
Moderator/Speaker
Capital Budget Manager
City of Dallax, TX
Speaker
Director of Finance
City of Pataskala
Speaker
Deputy City Manager
City of El Campo, TX
Speaker
City Treasurer
City of Kansas City, MO

Do you want to improve your treasury functions? Are you interested to learn about what differentiates leading governments and finance officers in their treasury responsibilities? This session is designed to provide an overview of treasury management best practices for the non-specialist. Speakers will identify key practices related to treasury management and provide information and strategies for developing your own appropriate polices and procedures in the areas of investing, cash management, reporting, internal controls, and how to select and use outside professionals.

Sunday, May 6, 2018 - 1:30pm to 2:20pm
Room: 
240 Complex
Moderator
Finance Director/Treasurer
Village of Villa Park, IL
Speaker
Chief Financial Officer
Mecklenburg County, NC
Speaker
Senior Manager
Plante Moran

As systems become integrated and more government information is housed on the internet, finance officers must be aware of the security risks and mitigating strategies for safeguarding sensitive information. This session will feature internet security experts to provide an overview of key elements of a security strategy focused for a non-technical audience.

Monday, May 7, 2018 - 2:40pm to 3:55pm
Room: 
240 Complex
Moderator/Speaker
Assistant Director
Tennessee Comptroller of the Treasury, Division of Local Government Audit
Speaker
Owner
Rehmann Robson, LLC

One of the most profound changes introduced by the Uniform Guidance covering federal grants relates to the reporting on and monitoring requirements for subrecipients. This session will discuss these new requirements, provide strategies on how to meet them effectively, and implement appropriate documentation procedures. GFOA's best practices on grant management, establishing an effective grants policy, grant administration, and central grant oversight committees, along with other aspects of compliance with OMB Uniform Guidance will also be discussed.

Monday, May 7, 2018 - 1:30pm to 2:20pm
Room: 
100-102
Moderator/Speaker
Deputy County Administrator
York County, Virginia
Speaker
Retired Director of Municipal Finance Services
State of Connecticut's Office of Policy and Management
Speaker
Professor of Accounting
Radford University

Becoming a Certified Public Finance Officer is a great way to build and demonstrate your broad base of knowledge that will allow you to move from specialized roles into executive leadership positions in government finance. In this session you will learn about the CPFO program, including about the subjects and subject matter of the certifying exams, and also learn about some exciting new developments.

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 - 2:00pm to 3:15pm
Room: 
276
Speaker
Financial Planning & Debt Project Manager
Tualatin Valley Water District
Speaker
Finance Director
City of Tualatin, OR
Monday, May 7, 2018 - 1:30pm to 2:20pm
Room: 
124
Moderator
Senior Manager
GFOA

How do you use your budget process to best align resources and student outcomes? Strong collaboration between the finance and academic teams is a starting point and plays a crucial role in GFOA's Best Practices in School Budgeting for improving your district's budget process. In addition, the budget process framework recommendations include guidelines for better stakeholder engagement, improved goal setting, developing comprehensive strategies to achieve goals, long-term financial planning, and creating a budget document that tells your district’s “story.” This session will include practical examples from districts who are implementing GFOA's best practice recommendations and also highlight resources readily available to any district looking to improve its budget process.

Sunday, May 6, 2018 - 1:30pm to 2:20pm
Room: 
Ferrara Theater
Moderator/Speaker
Director of Finance
City of Roseville, CA
Speaker
Senior Manager
GFOA

Accounting for Investments is a complex and evolving area of government accounting. GASB has issued at least 15 statements that govern some aspect of accounting and financial reporting for investments. This session will cover the current accounting and financial reporting requirements for investments, including the definition of an investment, valuation of a variety of types of investments, external investment pools, investment derivatives, securities lending and repurchase agreements, as well as a preview of forthcoming guidance from GASB on majority equity interest holdings.

Monday, May 7, 2018 - 1:30pm to 2:20pm
Room: 
240
Moderator
Director of Finance
Township of Upper St. Clair, PA
Speaker
Managing Director
PFM Asset Management LLC
Speaker
Chief Financial Officer/Director of Administrative Services
Midpeninsula Regional Open Space District

Governments procuring banking services face a daunting task of understanding the often complex and confusing series of bank service
fees. This session will work to decode the mystery and provide tips for governments to gain a level of transparency in banking service procurement.

Monday, May 7, 2018 - 4:15pm to 5:30pm
Room: 
223-226
Moderator
Treasurer
City Colleges of Chicago
Moderator/Speaker
Chief Financial Officer
Broward County Public Schools
Speaker
Controller
Montgomery County - Department of Finance
Speaker
Chief Financial Officer (Retired)
City of Portland

We may all just seem like "finance" staff to the uninitiated, but the languages/mindsets of accounting versus budgeting staff are often not so readily transferable. Accurately reporting on prior years' actuals and allocating funds for the future are both essential for the financial sustainability of any organization and can be cross-utilized to better inform and improve one another. This session will discuss how to bridge the gap between accounting and budgeting and how staff can collaborate to more effectively complete their individual functions and ultimately better serve their organization.

Monday, May 7, 2018 - 10:30am to 12:10pm
Room: 
100-102
Moderator/Speaker
Chief Operating Officer
City of Santa Clara
Speaker
Senior Associate
Houseal Lavigne Associates
Speaker
Director of Finance
City of Lawrence, KS

Local governments offer financial incentives to private firms in hopes of encouraging development, creating jobs, and enhancing the local tax base, which will ultimately improve the community. However, the effectiveness of many of these incentives are questionable. The finance officer should take an active role in the analysis of development incentives and integrate this analysis into more comprehensive financial planning efforts. Overall, finance officers must ensure that any incentive offered creates a positive net impact on the community. At this session you will learn about how finance officers can and should contribute to the analysis of development incentives and play a vital role in economic development programs.

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.

Sunday, May 6, 2018 - 1:30pm to 2:20pm
Room: 
100-102
Moderator/Speaker
Chief Financial Officer
Kentucky Teachers’ Retirement System
Speaker
Senior Actuary
South Dakota Retirement System (SDRS)
Speaker
Vice President and Actuary
Build America Mutual

Pension-related balance sheet and income statements have become increasingly volatile, while regulatory requirements have expanded and become more complex, heightening the risks of incurring large costs. To address these problems, pension sponsors have been reducing risk and/or transferring it to another party. Presenters will discuss ways to diagnose and inventory pension risk factors, determine which risk factors to address, decide which approaches to use in mitigating risk (benefits, investments, contributions, insurance), and examine the overall impact on the pension system and its members.

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.

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.

Sunday, May 6, 2018 - 1:30pm to 2:20pm
Room: 
223-226
Moderator
Finance Director
City of Madison, WI
Speaker
Executive Director
State and Local Legal Center (SLLC)
Speaker
Executive Director
Streamlined Sales Tax Governing Board, Inc.
Speaker
Finance Director
City of Redmond, WA

The U.S. Supreme Court’s announcement that it will hear a South Dakota case this spring involving the collection of sales taxes from online retail sales is expected to break the current gridlock on an issue that has divided members of Congress. This session will describe both the progress of the legislation to date and the potential outcome of South Dakota v. Wayfair, Inc. Listen to panelists discuss the potential outcomes of both for local governments.

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.


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