Conference Sessions

Conference Sessions

Conference sessions are recorded and recordings will be made available for purchase after the conference using the Conference Session Order From.

To access the slides, please click on the session below and look for a link to download.  All slides are provided in PDF format.

CPE Certificates

If you were scanned for continuing professional education (CPE) credit during this year’s annual conference, CPE certificates were mailed to attendees the week of June 9, 2014.  Field of study for each session is found below or with the Field of Study Reference Sheet.

81 Sessions

Pages


Monday, May 19, 2014 - 10:30am to 12:10pm
Room: 
101 ABC
Speakers: 
Moderator
Chief Assistant Treasurer
City & County of San Francisco
Speaker
Director
State of North Carolina - Department of Revenue
Speaker
Assistant Commissioner for Payment Management Bureau of the Fiscal Service
U.S. Treasury Department
Speaker
Treasurer
Arlington County

This session will highlight recent innovations in local government treasury operations that address workflow, transparency, and collections management.  New technologies for making the treasury management more efficient will also be addressed.   Speakers who have introduced these innovations into

Monday, May 19, 2014 - 10:30am to 12:10pm
Room: 
101 HIJ
Speakers: 
Moderator
Deputy Treasurer for Accounting & Treasury Management
Arlington County, VA
Speaker
Assistant Director of State and Local Research
Center for State and Local Government Excellence
Speaker
Executive Director
George Mason University Center on State and Local Leadership
Speaker
Partner
Ice Miller, LLP

What is the real role of pension liabilities in creating fiscal distress? Based on a few extreme cases, there has been a high level of publicity, misdirection, and misunderstanding surrounding public pensions.

Monday, May 19, 2014 - 10:30am to 12:10pm
Speakers: 
Moderator
Director of Statewide Reporting
State of Vermont
Speaker
Speaker
Executive Director
National Association of State Auditors, Comptrollers, and Treasurers (NASACT)

This session offers participants an overview of the most recent developments in accounting, auditing, and financial reporting that affect state and local governments. It also considers ongoing emerging issues on the Governmental Accounting Standards Board’s (GASB) technical agenda.

Monday, May 19, 2014 - 10:30am to 12:10pm
Room: 
L100 DEFG
Speakers: 
Moderator/Speaker
Debt Manager
City of Portland, OR
Speaker
President
Ehlers & Associates, Inc.
Speaker
Director, Office of Municipal Securities
Securities and Exchange Commission
Speaker
Finance Manager
Hilton Head Public Service District #1

In September 2013 the Securities and Exchange Commission (SEC) gave final approval to the definition of “municipal adviser” (MA). The rule changes the nature of communication between participants in municipal bond issues.

Monday, May 19, 2014 - 10:30am to 12:10pm
Room: 
101 DEFG
Speakers: 
Moderator
CountyStat Manager
Montgomery County, MD
Speaker
Finance Director
City of Redmond, WA
Speaker
Ten-Year Financial Plan Project Manager
City of Baltimore, MD
Speaker
Deputy Finance Director
City of Redmond, Washington
Speaker
Managing Director
PFM

This session will review lessons learned and provide practical advice to finance officers on long-term financial planning tools.

Monday, May 19, 2014 - 1:30pm to 3:10pm
Room: 
L100 DEFG
Speakers: 
Moderator/Speaker
President
Government Portfolio Advisors
Speaker
Chief Investment Officer
City & County of San Francisco
Speaker
Cash Management/Investment Officer
San Bernardino County

As the financial markets become increasingly complex, many of the investments traditionally available to local governments are disappearing. Speakers will discuss available options and related risks investors are already facing.

Monday, May 19, 2014 - 1:30pm to 3:10pm
Room: 
101 HIJ
Speakers: 
Moderator
Town Administrator
Town of Berlin, MD
Speaker
Revenue Chief
City of Atlanta, GA
Speaker
Finance Director
White Bear Township, MN
Speaker
Budget Director
City of Plano, TX

GFOA's Committee on Capital Planning and Economic Development has recently developed a number of best practices that provide guidance to finance officers in all types of organizations on how to organize, manage, and implement an effective capital planning and capital improvement program.

Monday, May 19, 2014 - 1:30pm to 3:10pm
Room: 
101 DEFG
Speakers: 
Moderator
Controller
Montgomery County - Department of Finance
Speaker
Partner
KPMG LLP
Speaker
Assistant City Manager/CFO
City of Carrollton, Texas

The implementation of the GASB’s new pension guidance for employers will cause serious challenges for governments that participate in multiple-employer plans. This session examines those challenges and explores potential responses to them.

Monday, May 19, 2014 - 1:30pm to 3:10pm
Room: 
L100 ABC
Speakers: 
Moderator
Chief Executive Officer
Orange County Employees Retirement System
Speaker
Partner
Pantheon Ventures
Speaker
Chief Investment Officer
Orange County Employees
Speaker
Chief Risk Officer
Empirical Solutions, LLC

As public pension funds move increasingly toward alternative investments, advisory fees have escalated.

Monday, May 19, 2014 - 1:30pm to 3:10pm
Room: 
200 DEFG
Speakers: 
Moderator
Budget Manager
Milwaukee Metropolitan Sewerage District
Speaker
Chief Data Architect
City of Minneapolis, MN
Speaker
Architect/Chief Programmer
IBM

The ability to mine data and identifying patterns within the data to improve forecasting and services is the purpose behind predictive analytics. This session will explore how predictive analytics allows governments to make smarter financial decisions.

Monday, May 19, 2014 - 1:30pm to 3:10pm
Room: 
L100 HIJ
Speakers: 
Moderator
Assistant Village Manager
Village of Glencoe, IL
Speaker
Administrative Services Director/CFO/City Auditor
City of Chico, CA
Speaker
Deputy Comptroller / Principal
Ulster County, NY / OnPoint Management Consulting
Speaker
Director of Finance
City of Hayward, CA

Being a CFO requires more than strong finance skills.

Monday, May 19, 2014 - 1:30pm to 3:10pm
Room: 
Auditorium
Speakers: 
Moderator
Assistant Commissioner
State of Minnesota
Speaker
Director, Public Management Program
The Urban Institute
Speaker
General Manager
City of Vancouver
Speaker
Owner and Lead Consultant
Munro Strategic Perspective
Speaker
Performance Coordinator
City of Minneapolis, MN

Performance measurement has been an emphasis of progressive public management for many years.

Monday, May 19, 2014 - 1:30pm to 3:10pm
Room: 
101 ABC
Speakers: 
Moderator
Deputy Chief Financial Officer
San Francisco Public Utilities Commission
Speaker
Head of Municipal Research
Wells Fargo Securities, LLC
Speaker
Managing Director
Municipal Market Advisors (MMA)
Speaker
Director - Division of Bond Finance
State of Florida

Rising interest rates are expected to continue to reduce new municipal debt offerings and refunding activity in the near term.  In this environment, what approaches can governments take to bring new issues to market at reasonable rates?

Monday, May 19, 2014 - 3:30pm to 5:10pm
Room: 
101 DEFG
Speakers: 
Moderator
Budget & Procurement Division Director
Polk County Government
Speaker
Deputy County Executive/CIO
Oakland County, MI
Speaker
Manager, Fiscal Services Division
Oakland County, MI
Speaker
Director, Department of Management and Budget
Oakland County, MI

This session, drawing on the GFOA book IT Budgeting and Decision Making, will address prioritizing spending on competing IT projects, as well as the decision-rights and accountability structure needed to get results from IT spending.  Information will also be provided to  improve your ability to

Monday, May 19, 2014 - 3:30pm to 5:10pm
Room: 
L100 HIJ
Speakers: 
Moderator
Executive Officer
Nevada Public Employees Retirement System
Speaker
Research Director
National Association of State Retirement Administrators
Speaker
Chief Financial Officer
Virginia Retirement System
Speaker
Executive Director
Teacher Retirement System of Texas

As governments across the country consider retirement plan reforms, one question that often arises is DB versus DC – but the question should really be DB versus DC versus hybrid.

Monday, May 19, 2014 - 3:30pm to 5:10pm
Room: 
101 ABC
Speakers: 
Moderator
Program Manager
Pennsylvania Department of Community & Economic Development
Speaker
Housing and Economic Development Director
Springsted Incorporated
Speaker
Treasurer
County of Ingham, MI
Speaker
City Administrator
City of Oakdale, MN

Not every local government can afford an economic development consultant, has a billion dollars in assets to privatize, or has the national prestige that attracts and endless supply of private business and developers to town.

Monday, May 19, 2014 - 3:30pm to 5:10pm
Room: 
L100 ABC
Speakers: 
Moderator/Speaker
ERP Program Manager
Veezari, Inc.
Speaker
Management Services Director
City of Chandler, AZ
Speaker
Owner-President
OCM.LLC
Speaker
Budget & Business Improvement Administrator
Bernalillo County, NM

Project managers play a significant role in determining whether a project will succeed or fail.

Monday, May 19, 2014 - 3:30pm to 5:10pm
Room: 
200 DEFG
Speakers: 
Moderator
Chief Financial Officer
Illinois Finance Authority
Speaker
Partner
Baker Tilly Virchow Krause, LLP
Speaker
Technical Manager
Tennessee Division of State Audit
Speaker
Deputy Finance Director
Lake County, IL

The Office of Management and Budget (OMB) recently approved a number of important changes that will significantly affect grants management, sub-recipient monitoring activities, and the Single Audit.

Monday, May 19, 2014 - 3:30pm to 5:10pm
Room: 
Auditorium
Speakers: 
Moderator
Director of Finance
Maryland Supplemental Retirement Plans
Speaker
Deputy General Manager
Eastern Municipal Water District
Speaker
Senior Consultant & Actuary
Gabriel, Roeder, Smith & Co.
Speaker
Principal, State & Local Government
CliftonLarsonAllen LLP

Even for those already familiar with GASB Statement No. 67 and GASB Statement No. 68, a lot can be learned by drilling down into the nooks and crannies of those pronouncements and exploring the practical challenges facing those who have to implement the new guidance.

Monday, May 19, 2014 - 3:30pm to 5:10pm
Room: 
L100 DEFG
Speakers: 
Moderator
President
Springsted Incorporated
Speaker
Senior Director & Analytical Manager
Standard & Poor
Speaker
Managing Director
Moody's Investors Service
Speaker
Fitch Ratings
Moody's Investors Service
Speaker
Chief Financial Officer
City of Chicago, IL
Speaker
City Treasurer
City of Philadelphia, PA

Over the past year, two major ratings agencies modified their rating evaluation criteria for local governments, which resulted in upgrades for some municipalities and downgrades for others.  This session will review the changes each rating agency made to their evaluation criteria, including the e

Monday, May 19, 2014 - 3:30pm to 5:10pm
Room: 
101 HIJ
Speakers: 
Moderator
Director of Financial Services
City of Oakland Park, FL
Speaker
Finance Director
Town of Prosper, TX
Speaker
Treasurer
Harford County, MD
Speaker
President
SAFEChecks

Tomorrow’s treasury professional will face new challenges -- the growth of digital currencies; how to defend treasury operations from cybercriminals, the need to develop internal controls to keep pace with new risks, just to name a few.

Tuesday, May 20, 2014 - 10:20am to 12:00pm
Room: 
101 DEFG
Speakers: 
Moderator/Speaker
County Clerk/Auditor
Weber County, UT
Speaker
President & CEO
Bronner Group, LLC

Governments, especially smaller ones, sometimes hesitate to establish an internal audit function because they just don’t know where to begin.

Tuesday, May 20, 2014 - 10:20am to 12:00pm
Room: 
L100 HIJ
Speakers: 
Moderator
CFO
Dunn County, WI
Speaker
Director
The PFM Group
Speaker
Assistant City Manager/CFO
City of Weston, FL

This session will highlight GFOA’s Best Practices related to debt issuance. Attendees will hear from their peers about the importance of developing and implementing debt policy and procedures.

Tuesday, May 20, 2014 - 10:20am to 12:00pm
Room: 
101 HIJ
Speakers: 
Moderator
Treasurer, Pension Administrator
Chicago Housing Authority
Speaker
Manager, FasTracks Program Control
Regional Transportation District
Speaker
Director, KPMG Infrastructure Advisory Services
KPMG Corporate Finance LLC
Speaker
Director
Metropolitan Planning Council

As many organizations struggle to fund necessary infrastructure improvements, others have utilized a method called performance-based infrastructure (PBI) as a way of leveraging the private sector to become a long-term partner in sharing both risk and reward.

Tuesday, May 20, 2014 - 10:20am to 12:00pm
Room: 
200 DEFG
Speakers: 
Moderator
Assistant City Manager/COO
City of Weston, FL
Speaker
Web Communications Specialist
County of Stearns, MN
Speaker
Communications Coordinator
City of Burnsville, MN
Speaker
Social Media Coordinator
Minnesota Department of Transportation
Speaker
Engagement Consultant
GovDelivery

It is estimated that one of every four persons in the world uses social media and the number of users is likely to continue to grow.