State/Provincial Update - September 29, 2017

Bring Practical Budget and Accounting Training to Your Organization with GFOA’s Upcoming Web-Stream Events

Encourage your members to take advantage of training close to home and sign up as a host-viewing site for GFOA’s upcoming web-stream events:

  • Second Annual Better Budgeting web-stream event from 1:00 to 5:00 pm (Eastern) on October 5, 2017, with an encore presentation on January 11, 2018. 

  • 22nd Annual Governmental GAAP Update web-stream event from 1:00 to 5:00 pm (Eastern) on November 2, 2017, with encore presentations on December 7, 2017, and January 18, 2018. Sign up by Friday, September 29, to take advantage of the early registration fee on the November offering.

There are no direct costs to your organization for hosting a viewing site. Out-of-pocket expenses, such as facility and/or equipment rental or food/refreshments will not be reimbursed, however. To help offset these costs, GFOA offers a revenue sharing program, through which organizations will earn a percentage of their site’s net revenue based on the total number of paid participants. The program is open to state associations and government entities, but is not open to private-sector organizations. To sign up as a host viewing site, contact Barb Mollo.

Save with early and group discounts! We look forward to hearing from you!


Washington Update

Click here to access the latest Washington Update. More information may also be found on the Federal Government Relations section of GFOA’s website.


Don’t Miss Your Chance to be Part of the 2018 Lineup!

We’re seeking the best and the brightest to share the latest research, strategies, and ideas during GFOA’s 112th Annual Conference, May 6−9, 2018, at America’s Center Convention Complex in St. Louis, Missouri! Click here to submit a topic or speaker for the conference.

2018 Annual Conference Logo 

For information about St. Louis, visit Explore St. Louis. Registration for the conference will open on November 6.


Now It’s Time to Get Social

Help GFOA grow our digital footprint! We encourage you and your members to engage with GFOA on social media. Follow us on the following accounts:

Twitter Image@GFOA (#GFOA and #GFOA2018) 



Facebook LogoGFOA of the United States and Canada 

GFOA Members Group 

LinkEd LogoGovernment Finance Officers Association (GFOA)

Join GFOA’s “Members-Only” Group on Facebook

You can now connect with GFOA and our members like never before by joining the new GFOA “Members-Only” group on Facebook. This group will allow you to easily interact with members from across the United States and Canada and GFOA staff. You can start conversations, ask questions, provide feedback, and so much more. You’ll also be able to stay informed on important events from GFOA.

All you have to do is click here and log into Facebook to join. It’s that simple! If you join the group between September 29 and October 6, you’ll be entered in a drawing to win an iPad.

Looking to Improve Your School District's Budget Process?

The Best Practices in School Budgeting is a new budget framework developed by GFOA specifically for school districts. To help school districts adopt the new framework and improve their budget and planning processes, GFOA has formed the Alliance for Excellence in School Budgeting.

The Alliance is composed of a diverse set of districts from across the country working towards implementation of the best practices. Meetings of the Alliance are held twice annually including the kickoff meeting in Chicago on November 2-3, which is designed for both districts interested in joining and districts already working on the framework.

The kickoff meeting will provide participants with an opportunity to evaluate and identify opportunities for improving their school district’s budget process — consisting of self-assessments, group exercises, networking activities, and facilitated discussions — all centered on the best practices framework, examples from districts implementing the best practices, and other supporting content. 

Click here for more information about attending this event.


New Certified Public Finance Officers (CPFOs)

GFOA’s Certified Public Finance Officers Program is a broad educational self-study program designed to verify knowledge in the disciplines of government finance. Attaining certification is a mark of excellence in government finance. To earn the CPFO designation, candidates must pass a series of five examinations covering the major disciplines of public finance.

Congratulations to the following individuals who recently achieved a CPFO designation:

  • Emily Beam, Finance Manager, Boulder County, Colorado
  • Jeffrey Beatty, Finance Manager, Mammoth Community Water District, California
  • Angela Carr, Deputy CFO, Shelby County Schools, Tennessee
  • Steven Chaipel, Finance Director, Sanibel, Florida
  • Jennifer Charneski, Finance Director, Darien, Connecticut
  • Herman Chen, Rates, Financial Analysis and Budget Manager, Alameda County Water District, California
  • Thomas Darling, Director of Financial Services, Troy, Michigan
  • George Doorley, Assistant Controller-Treasurer, County of Santa Clara, California
  • Lorri Dugan, Chief Financial Officer, Colorado Department of Revenue
  • Lavern Farina, Accounting Manager, Greenwood Village, Colorado
  • Michael Hanson, Director of Finance, Pinellas Suncoast Transit Authority, Florida
  • Amber Johnson, Senior Accounting & Grants Analyst, Marin Transit, California
  • Michael Kumbera, Assistant Village Manager, Village of Algonquin, Illinois
  • Erika Langhans, Controller, St. Petersburg, Florida
  • Linli Moat, Sr. Financial Analyst, Bothell, Washington
  • Natalie Morrison, Manager of Financial Planning & Analysis, WaterOne, Kansas
  • Joseph Porche, Attorney, California State Auditor’s Office
  • Sheila Rios, Senior Accountant, Norfolk, Nebraska
  • C. Alan Smith, Senior Accounting Manager, Boulder County Colorado Government
  • Patrice Sutton, Finance Director, Village of Libertyville, Illinois
  • Allyn Van Hooser, City Treasurer, Redding, California
  • Tammy Todd, Assistant Director of Finance, Salem, Virginia
  • Christopher Woidzik, Controller, San Diego County Water Authority, California

There are now 713 individuals that have achieved the CPFO designation. The next CPFO exams will be available in the fall at locations across the United States.

Click here for more information about the Certification Program.


GFOA Awards Program Update

GFOA encourages and recognizes excellence in financial reporting, budgeting, and financial management by granting awards to those governments that meet program standards. Below is the latest Program update:

  • Certificate of Achievement for Excellence in Financial Reporting Program (CAFR Program) – Extensions are available if you are not able to meet the normal submission deadline

GFOA established the Certificate of Achievement for Excellence in Financial Reporting Program (CAFR Program) in 1945 to encourage and assist state and local governments to go beyond the minimum requirements of generally accepted accounting principles to prepare comprehensive annual financial reports that evidence the spirit of transparency and full disclosure and then to recognize individual governments that succeed in achieving that goal. Over 4,200 governments participate in the program each year which include all types (general purpose and special purpose) and all sizes.

It’s easy to participate! Once the comprehensive annual financial report (CAFR) is prepared, submit it along with a completed application. The normal submission deadline is six months following the government’s fiscal year end. 

Due date to submit June 30, 2017, fiscal year ended reports to the CAFR Program is December 31, 2017.

Extensions are available if you are not able to meet the normal submission deadline. Requests to extend the deadline may be made one month at a time as a result of various factors (e.g., employee turnover, implementation of major pronouncements, audit issues, etc.). You can request an extension by e-mailing

Click here for more information if you are interested in participating in the CAFR Program or serving as a reviewer.

  • Distinguished Budget Presentation Award Program (Budget Awards Program) First-Time Winners

GFOA would like to congratulate the following governments for achieving the Budget Award for the first-time:

        • City of Commerce City, Colorado
        • City of Brooksville, Florida
        • Village of Winnetka, Illinois
        • City of Lawrence, Indiana
        • City of Crestwood, Missouri
        • Saint-Augustin-de-Desmaures, Quebec
        • City of Alamo, Texas
        • City of Hudson Oaks, Texas
        • Wasatch Front Waste and Recycling District, Utah
        • Town of Beloit, Wisconsin
        • City of Platteville, Wisconsin

Read more about the Budget Program or e-mail us.

Additionally, the Budget Program has almost 580 reviewers. For any individuals that are interested in becoming a reviewer, submit the application form. 

View a list of governments in your state that earned GFOA’s Distinguished 
 Budget Presentation Award in July and August 2017. For more information 
contact John Fishbein.

  • Popular Annual Financial Reporting (PAFR) Award Program First-Time Winners

GFOA’s Popular Annual Financial Reporting (PAFR) Program recognizes individual governments that successfully produce high quality annual reports, which are specifically designed to be easily accessible and understandable to the general public and other interested parties.

GFOA would like to congratulate the following governments for achieving the PAFR Award for the first-time:

        • City of Half Moon Bay, California
        • Macon-Bibb County, Georgia
        • Town of Concord, Massachusetts
        • Orange County, North Carolina
        • New York State Teachers' Retirement System, New York
        • Chagrin Falls Exempted Village School District, Ohio
        • Santa Rosa Independent School District, Texas
        • City of Norfolk, Virginia

Read more about the PAFR Program or e-mail us.

Do you have an Upcoming Annual Conference?

If so, please fill out the “GFOA Promotional Items” form, checking off any materials you are interested in receiving for your upcoming annual conference. The form is interactive, so you can type and save your changes directly to the document. Submit the completed form at least two months before your event to Kate Southard. Please note: raffle items are limited to annual conferences.

Share! If your state or provincial association has any new educational or mentor programs to promote or events at your annual conference to connect fellow finance officers and advance the profession, we will share the information in this monthly memorandum. Please send a brief description of your program to Natalie Laudadio.