Conference Sessions

GFOA’s 113th Annual Conference was held on May 19-22, 2019, at the Los Angeles Convention Center. It included more than 75 concurrent sessions featuring leading practitioners, subject matter experts, and top researchers. Each session contained a panel of speakers carefully selected to provide best practice guidance, discussion of current events, case studies, debate, and interactive exercises to cover a complete suite of topics pertinent for finance officers of all types and representing all forms of state and local governments. Information on each session including speakers, bios, handouts, and more is available below.

89 Sessions

Pages


Tuesday, May 21, 2019 - 2:00pm to 3:15pm
Room: 
403 A
Moderator
Innovation Practice Lead
Change and Innovation Agency
Speaker
Department Fiscal Administrator
City of San Antonio, TX
Speaker
Executive Director
Streamlined Sales Tax Governing Board, Inc.
Speaker
Economist
California Legislative Analyst’s Office

Whether new taxes are supported by the community or not, the finance officer plays an important role in tax administration by ensuring that taxes are collected efficiently, fairly, and correctly. Speakers in this session will discuss how governments implemented new sales taxes, marijuana taxes, sugar taxes, land taxes, business taxes, or adjusted existing taxes to changes in legislation, court rulings, or citizen behavior governments. In addition, speakers will highlight key impacts that governments can expect from the South Dakota v. Wayfair decision and the streamline sales tax initiative.

Monday, May 20, 2019 - 10:30am to 12:10pm
Room: 
408 A
Moderator
Treasurer
City of St. Paul, MN
Speaker
CEO
Vulcan Consultants, LLC
Speaker
Chief Investment Officer
Alameda County
Speaker
Senior Portfolio Manager
KCM Investment Advisors

With the Great Recession lingering in the minds of finance professionals, as well as having a more dynamic market than in previous years, governments need to be aware of what these changes in the market landscape mean for state and local governments. It is also critical that finance officers are able to discuss these trends with members of their governing bodies and the public in an accessible way. This session will provide attendees with an overview of how to review their existing investment policies and what types of investment strategies may be needed in the near future related to investment portfolios, and how to best communicate the investing landscape to those outside the finance office

Sunday, May 19, 2019 - 3:50pm to 5:05pm
Room: 
PeTree D
Moderator
Former Director of Finance
Clackamas County, Oregon
Speaker
Chief Financial Officer
Upper Moreland School District
Speaker
Director, Institute for Applied Economics
Los Angeles County Economic Development Corporation
Speaker
Director
KNN Public Finance

Are we headed for a recession? Some economists are worried economic expansion will not continue and warn to tread cautiously. Recognizing strong revenues might not continue, some governments are already preparing for a bear market. In this session practitioners from local governments will share their preparation strategies for thinking about budgeting over the long term. Speakers will discuss an economic outlook on state and local governments and provide perspectives on unique considerations for state and local governments as they engage in long-term financial planning.

Sunday, May 19, 2019 - 2:40pm to 3:30pm
Room: 
152
Moderator
Deputy County Administrator
Sonoma County, CA
Speaker
Treasurer/Chief Financial Officer
Lakota Local School District
Speaker
Finance Director
City of Madison, WI

Preparing for the role of a chief financial officer is challenging; each day is different. Being flexible and learning on the job is key, and navigating how to provide technical expertise while communicating in a political environment can be difficult. This session will feature several senior CFOs who will share lessons learned from their careers. Stories will highlight case studies of successes and failures to advise on actions you should consider or avoid in your own career.

Tuesday, May 21, 2019 - 8:30am to 10:00am

Peter Bregman will speak to GFOA delegates on how to handle difficult situations, maintain your ground in the face of uncertainty, respond productively to opposition, act powerfully and courageously, and build your leadership pressence.

Wednesday, May 22, 2019 - 10:30am to 12:10pm
Room: 
408 A
Moderator/Speaker
Chief Assistant County Administrator
Contra Costa County, CA
Speaker
Senior Counsel
Norton Rose Fulbright US LLP
Speaker
Attorney
Butler Snow Law Firm
Speaker
Partner
Schiff Hardin, LLP

Common legal roles in bond transactions are issuer counsel, bond counsel, underwriter counsel, disclosure counsel, and special tax counsel. For issuers who are infrequently in the market, distinguishing between who to engage and when is important and often a confusing part of the issuance and management of debt. Speakers will share their insights on how best to interact with legal advisors.

Tuesday, May 21, 2019 - 3:35pm to 5:05pm
Room: 
151
Moderator
Management & Budget Director, OMB
Mecklenburg County Government
Speaker
Finance Director
City of San Luis Obispo
Speaker
Director of Financial Management
City of Long Beach, California
Speaker
Chief Financial Advisor
City of Boulder, CO

By design, government makes tough decisions every day. Even well-seasoned budgeteers can recall when they first learned to say "no." This session will provide recommendations from experienced finance and budget officers on how to have difficult conversations; coordinate an effective process that facilitates discussion and collaboration; and involve elected officials in the decision making process early enough to better balance competing demands in the face of varying pressure.

Sunday, May 19, 2019 - 2:40pm to 3:30pm
Room: 
PeTree C
Moderator
Assistant Treasurer
City of Chicago
Speaker
Senior Portfolio Manager
Hilltop Securities Asset Management
Speaker
Assistant City Adminsitrator/Chief Financial Officer
City of Franklin, TN

Government officials have a fiduciary duty to serve the interests of their entity and protect public funds. Even when governments rely on the advice of outside professionals, that duty remains intact. External advisors such as investment advisors and municipal advisors have federally mandated fiduciary duties to put the interest of their clients (governments) ahead of their own. Other market players – such as brokers – are impacted by factors like suitability standards and some federal regulatory actions. This session will give an overview of what the parameters of fiduciary duty standards are for internal government staff as well as external professionals to help governments understand what is expected of themselves and others.

Tuesday, May 21, 2019 - 2:00pm to 3:15pm
Room: 
411
Moderator
Senior Manager, RCC
GFOA

GFOA's Urban Forum will provide networking opportunities and speakers discussing issues facing larger organizations, in particular GFOA attendees representing governments from metropolitan areas with over 1,000,000 people. Specific discussion topics will be based on a survey of GFOA Urban Forum members and will be announced in May.

Tuesday, May 21, 2019 - 3:35pm to 4:50pm
Room: 
403 A
Moderator/Speaker
CFO
Huntsville Utilities
Speaker
Debt Manager
San Francisco Public Utilities Commission
Speaker
President/CEO
Municipal & Financial Services Group

Utility finance requires detailed knowledge in rate setting, enterprise accounting, asset management, and understanding regulations. This networking group is composed of GFOA members from utility organizations and municipalities that operate utilities.

Monday, May 20, 2019 - 10:30am to 12:10pm
Room: 
403 B
Moderator
Debt Manager
Metropolitan Washington Airport Authority
Speaker
Partner
Bracewell LLP
Speaker
Senior Counsel to the Director
Securities and Exchange Commission
Speaker
Capital Finance Director
State of Wisconsin
Speaker
Deputy General Counsel
Stifel Financial Corp.

The Securities and Exchange Commission (SEC) recently approved amendments to Rule 15c2-12 that will affect the entire municipal bond market. While the SEC Rules do not directly require issuers of municipal securities to adhere to disclosure requirements, issuers have a responsibility to abide by their continuing disclosure agreements (CDA). Language related to disclosing bank loans and capital leases is required in CDAs beginning in February 2019. This session will discuss how the issuer community has responded to the amendments and what finance officers can expect moving forward.

Wednesday, May 22, 2019 - 10:30am to 12:10pm
Room: 
PeTree C
Moderator
Founder and CEO
Neighborly
Speaker
Deputy Clerk - Policy & Communications
Cook County, IL
Speaker
Leader, Digital Government
Amazon Web Services
Speaker
Recorder
Washoe County, NV

Blockchain, cyber currency, and practical applications of distributed ledger technology. While government adoption of this technology has been limited thus far, it holds much promise for the future. This session will provide an overview of blockchain technology as well as a discussion of actual applications and what all finance officers need to know about future potential impacts on financial management.

Monday, May 20, 2019 - 10:30am to 12:10pm
Room: 
PeTree D
Moderator
Chief Financial Officer (Retired)
City of Portland
Speaker
Consultant/Retired CEO, County of San Bernardino
Speaker
Sheriff-Coroner
San Bernardino County Sheriff's Department
Speaker
Chief Financial Officer
County of San Bernardino

Financial sustainability is more likely to occur if everyone is working towards that goal. However, finance officers sometimes feel that the actions of department heads or independent elected officials are not financially sustainable. At this session, you will hear about how the independently elected sheriff of San Bernardino County and the appointed chief executive officer built a relationship which enabled the County to meet its public safety objectives and be financially sustainable. The lessons you will learn are equally applicable to the relationship between finance officers and departments heads in all types of governments and across all functional area not limited to public safety.

Sunday, May 19, 2019 - 3:50pm to 5:05pm
Room: 
150
Moderator
Senior Manager
GFOA

Are you a young public finance professional looking to build your professional network? Join us in this interactive session to network with peers across the U.S. and Canada. During this session, you will have an opportunity to discuss issues you and your organization are facing and seek advice from other GFOA members aged 40 and under.