Conference Sessions

Conference Sessions

Conference sessions for the GFOA annual conference are listed below and are posted in the conference program.  From the links below, delegates can download PDF handouts and calendar appointments to set your conference schedule.  To access the agendas, slides, and calendar appointments, please click on the session title below.

59 Sessions

Pages


Monday, June 1, 2015 - 2:40pm to 3:55pm
Room: 
113
Moderator
Assistant Finance Director
City of Edmond, OK
Speaker
Accounting Manager, Department of County Management
Multnomah County
Speaker
Finance Operations Manager
City of Sacramento, CA
Speaker
Director of Finance & Administration
City of Gaithersburg, MD

Each year, reviewers for the GFOA’s Certificate of Achievement for Excellence in Financial Reporting Program examine thousands of comprehensive annual financial reports (CAFRs) submitted to the program.

Monday, June 1, 2015 - 2:40pm to 3:55pm
Room: 
121
Moderator
Division Manager
City of Austin
Speaker
Chief Information Officer
City of Asheville, NC
Speaker
Data Services Manager
City of Philadelphia, PA
Speaker
Associate Director of Data and Product Development
PolicyMap

By now, the term "big data" is familiar to many. However, the application of it, and specifically what it is, remains an unknown.

Monday, June 1, 2015 - 2:40pm to 3:55pm
Room: 
114
Moderator
Chief Financial Officer
County of Olmsted, MN
Speaker
Principal & Manager
Quality and Productivity Improvement Center (QPIC, LLC)
Speaker
Process Improvement Specialist
City/County of Denver
Speaker
Deputy County Administrator
York County, VA

Who doesn't wish they had more time during the day to get things done?  Personal productivity techniques can be a powerful tool for creating more time in the work day.

Monday, June 1, 2015 - 2:40pm to 3:55pm
Room: 
119
Moderator
Controller
San Diego County Water Authority
Speaker
Director
Environmental Finance Center at UNC-Chapel Hill
Speaker
Deputy General Manager
Eastern Municipal Water District

Water, or lack thereof, is becoming an increasingly important issue to address throughout the country. Water supply and the infrastructure to deliver that supply is of the utmost importance to many communities.

Monday, June 1, 2015 - 2:40pm to 3:55pm
Room: 
120
Moderator/Speaker
Debt Manager
City of Portland, Oregon
Speaker
Finance Director
City of Tukwila
Speaker
General Counsel: Regulatory Affairs
MSRB
Speaker
Chief Counsel
Office of Municipal Securities, U.S. Securities and Exchange Commission, Washington, DC

In July of 2014 the Securities and Exchange Commission (SEC) began implementation of its "municipal adviser" (MA) Rule.  The Rule changes the nature of communication between participants in municipal bond issues.  Attend this session to learn how the Rule has changed i

Monday, June 1, 2015 - 4:15pm to 5:30pm
Room: 
120
Moderator
Management & Budget Director, OMB
Mecklenburg County Government
Speaker
Director of Finance/City Treasurer
The City of Fredericton
Speaker
Budget Officer
City of Palo Alto, CA
Speaker
Finance Director
City of Monterrey, CA

The GFOA has developed a broad range of best practices for budgeting. This session examines a number of these best practices and offers case studies on their practical application.

Monday, June 1, 2015 - 4:15pm to 5:30pm
Room: 
113
Moderator
Chief Financial Officer
City of Rock Hill, SC
Speaker
Partner
Barbacane, Thornton & Company LLP
Speaker
President
Fiona Chen Consulting Company A Tax & Forensic Accounting Company
Speaker
Investigator
Comptroller of the Treasury

Effective interviewing is critical to any effort to follow up on indications of fraud or potential fraud. Interviewing in the context of fraud poses unique challenges and requires special care.

Monday, June 1, 2015 - 4:15pm to 5:30pm
Room: 
121
Moderator
Deputy County Controller
Allegheny County, PA
Speaker
Program Manager
Pennsylvania Department of Community & Economic Development
Speaker
Vice President
LSI Consulting
Speaker
Finance & Central Services Division Manager
Anoka County, MN

Over the past 2 decades enterprise resource planning (ERP) and integrated enterprise wide financials have become common in public-sector finance.

Monday, June 1, 2015 - 4:15pm to 5:30pm
Room: 
122
Moderator
Treasurer
City of Warwick, Rhode Island
Speaker
Managing Director, Investment Advisory and Analytics
Public Trust Advisors
Speaker
Finance Manager
City of Peoria, Arizona
Speaker
Director of Finance
City of Pataskala, OH

Investment policies not only serve as the written guides, they also act as a report card. This session will cover the basics of developing an investment policy for an organization based on GFOA's best practices on investment policies.

Monday, June 1, 2015 - 4:15pm to 5:30pm
Room: 
114
Moderator/Speaker
Finance Director
City of Bellevue, WA
Speaker
President
Public Sector Digest
Speaker
Revenue Chief
City of Atlanta, GA

Upkeep and investment in infrastructure and other capital assets by many public sector organizations continues to be a challenge.

Tuesday, June 2, 2015 - 10:20am to 12:00pm
Room: 
121
Moderator/Speaker
Controller
Montgomery County - Department of Finance
Speaker
Partner
Heinfeld, Meech, AZ
Speaker
Finance Director
Mt. Lebanon Municipality, PA
Speaker
dataMontgomery Project Manager
Montgomery County, MD

The high level of participation in the GFOA’s professional award programs for comprehensive annual financial reports and budget documents amply demonstrates that many governments are already successful at communicating high quality and highly detailed financial informa

Tuesday, June 2, 2015 - 10:20am to 12:00pm
Room: 
113
Moderator
Chief Financial Officer
Virginia Retirement System
Speaker
Director of Finance
Maryland Supplemental Retirement Plans
Speaker
Partner
KPMG LLP
Speaker
Senior Consultant & Actuary
Gabriel, Roeder, Smith & Co.

Many governments only now are starting to grapple with the practical challenges of implementing the Governmental Accounting Standards Board’s (GASB) new pension guidance.

Tuesday, June 2, 2015 - 10:20am to 12:00pm
Room: 
120
Moderator/Speaker
Director - Division of Bond Finance
State of Florida
Speaker
Counsel
Sidley Austin LLP
Speaker
Finance Director
Marathon County, Wisconsin
Speaker
Partner
Hawkins Delafield & Wood LLP

The SEC is increasing the focus of its enforcement efforts on the municipal securities sector, and investigating municipal issuers as never before.

Tuesday, June 2, 2015 - 10:20am to 12:00pm
Room: 
114
Moderator
Town Administrator
Town of Berlin, MD
Speaker
City Manager
City of Manassas
Speaker
Treasurer, Pension Administrator
Chicago Housing Authority
Speaker
Assistant City Manager
City of Delray Beach

Finance directors and CFOs not only need to have the technical competency to manage the finances of the organization, they also must possess the leadership skills to serve on the executive team of the organization.

Tuesday, June 2, 2015 - 10:20am to 12:00pm
Room: 
122
Moderator
Director of Finance
City of Boulder, CO
Speaker
Vice President
Wholesale eReceivables Consultant, WellsFargo
Speaker
Business Leader, Senior Account Manager
MasterCard
Speaker
Program Manager
Treasurer & Tax Collector, San Francisco

Whether it is on the web, over the phone, or in person, both customers and governments are best served from an easy, streamlined payment receiving process. However, understanding how best to implement these types of systems does present some challenges.

Tuesday, June 2, 2015 - 2:00pm to 3:15pm
Room: 
122
Moderator
Budget Manager
City of Plano
Speaker
Finance & Compliance Officer
Denver Employees' Retirement Plan
Speaker
Vice President
ICMA-RC
Speaker
Senior Vice President
Segal Consulting

Carefully choosing the right benefits package pays off for employers and employees. Governments need to look over the components of their benefits plans to ensure that it is actually achieving the goal of providing adequate income replacement for retirees.

Tuesday, June 2, 2015 - 2:00pm to 3:15pm
Room: 
113
Moderator
Finance/Accounting Consultant
University of Tennessee Municipal Technical Advisory Service
Speaker
Budget Officer
City of Boulder, CO
Speaker
Finance Director
City of Minnetonka, MN
Speaker
Deputy Budget DIrector
City of Baltimore, Maryland

Financial policies set the foundation for sound financial management. This session will address how to develop policies in a way that creates real commitment to the policies, rather than perfunctory approval.

Tuesday, June 2, 2015 - 2:00pm to 3:15pm
Room: 
114
Moderator
Senior Performance Project Manager
State of Ohio
Speaker
Deputy Comptroller / Principal
Ulster County, NY / OnPoint Management Consulting
Speaker
Senior Consultant
Line of Sight, LLC

Throughout a year, finance officers serve as project managers for many of the organization's most critical projects.

Tuesday, June 2, 2015 - 2:00pm to 3:15pm
Room: 
120
Moderator
Controller
City of Carrollton, TX
Speaker
Chief Financial Officer/Assistant City Manager
City of Carrollton
Speaker
Partner
McGladrey LLP
Speaker
Partner
Cherry Bekaert

“If you tell people before the fact, it’s an explanation; if you tell people after the fact, it’s an excuse.” The Governmental Accounting Standards Board’s new pension guidance will have a profound and highly visible impact on most state and local governments that offe

Tuesday, June 2, 2015 - 2:00pm to 3:15pm
Room: 
121
Moderator
Director of Finance
City of Longmont, Colorado
Speaker
Director of Governmental Audit Quality
Rehmann
Speaker
Director of Finance
Fauquier County Government & Public Schools

One of the most common complaints about state and local government financial reports is that they are not issued soon enough after the close of the fiscal year to meet the needs of financial statement users.

Tuesday, June 2, 2015 - 3:35pm to 4:50pm
Room: 
113
Moderator
Assistant Director of Finance
Metropolitan Development Housing Agency
Speaker
Audit Manager-Investigations
State of Tennessee
Speaker
Director
BKD

To successfully detect fraud, it helps to know what you are looking for. This session focuses on different types of fraud encountered in the public sector and how to cope with them, as well as the latest fraud detection techniques (e.g., data mining).

Tuesday, June 2, 2015 - 3:35pm to 4:50pm
Room: 
120
Moderator
Deputy Treasurer for Accounting & Treasury Management
Arlington County, VA
Speaker
Partner
Ice Miller, LLP
Speaker
Director of Healthcare Compliance and Associate General Counsel, Employee Benefits
Edgewood Partners Insurance Center

Meeting the dictates of the Affordable Care Act remains a costly and complicated concern for state and local governments.

Tuesday, June 2, 2015 - 3:35pm to 4:50pm
Room: 
117
Moderator
Director of Finance and Supply
City of Saskatoon
Speaker
Director
Watson & Associates Economists Ltd.
Speaker
Manager, Tax & Revenue Policy
Ministry of Municipal Affairs & Housing
Speaker
Manager, Financial Services
City of Surrey, British Columbia

"Smart growth" advocates argue that low density development is more expensive to service than high density. However, relatively few studies have quantified the cost differences associated with different patterns of development.

Tuesday, June 2, 2015 - 3:35pm to 4:50pm
Room: 
121
Moderator
Budget Director, Public Works
City of Boston
Speaker
Deputy Finance Director
City of Houston, TX
Speaker
Chief Operating Officer
100 Resilient Cities, Pioneered by The Rockefeller Foundation

Often, the groundwork following a disaster will last a few days, weeks, or months. Addressing the financial work related to such recoveries however, often takes years.

Tuesday, June 2, 2015 - 3:35pm to 4:50pm
Room: 
119
Moderator
Consulting Practice Manager
GFOA
Speaker
Finance Director
City of Golden

Large and small organizations both face complex, although very different, challenges. However, small governments often face these issues with very few staff, limited resources, and many other competing priorities.