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


Tuesday, May 20, 2014 - 10:20am to 12:00pm
Room: 
L100 ABC
Speakers: 
Moderator
Director of Finance
City of Pataskala, OH
Speaker
Chief Deputy Treasurer
Arlington County Treasurer's Office
Speaker
Treasury Products Solutions Specialist Manager
Bank of America Merrill Lynch

This session will present ways in which your organization can consolidate payments to improve customer satisfaction, increase the efficiency of your payments process, and assure compliance  with legal requirements.

Tuesday, May 20, 2014 - 10:20am to 12:00pm
Room: 
L100 DEFG
Speakers: 
Moderator
Director of Finance
City of Montgomery, OH
Speaker
Vice President, Public Sector Market Services
Colonial Life
Speaker
Chief Financial Officer
County of Olmsted, MN
Speaker
Director, Central Services
County of Anoka, MN

Health-care remains a big-ticket item, and most governments are searching for ways to bring down the cost while still providing an excellent benefit to their employees.

Tuesday, May 20, 2014 - 2:00pm to 3:40pm
Room: 
101 DEFG
Speakers: 
Moderator/Speaker
Controller
City of Raleigh, NC
Speaker
Vice President
MAXIMUS Consulting Services
Speaker
Partner
Heinfeld, Meech & Co., P.C.

Indirect cost allocation plans are a practical and invaluable way to maximize limited resources. This session considers the various elements involved in the preparation of a cost allocation plan, including methodologies, applications, efficiencies, and compliance with U.S.

Tuesday, May 20, 2014 - 2:00pm to 3:40pm
Room: 
200 BC
Speakers: 
Moderator
Deputy City Manager, Financial Management
City of St. John's, NL
Speaker
Manager, Municipal Programs and Outreach
Ontario Ministry of Municipal Affairs and Housing
Speaker
Forestry Manager
City of Mississauga, ON
Speaker
Manager, Finance
City of Calgary, AB

This session offers participants the opportunity to hear from government staff who have recently been through some of the most devastating natural disasters in Canada and see how finance operations played an integral role in the response and recovery process.  Learn some lessons about what financ

Tuesday, May 20, 2014 - 2:00pm to 3:40pm
Room: 
101 ABC
Speakers: 
Moderator/Speaker
Managing Director
PFM
Speaker
Consulting Actuary
Van Iwaarden Associates
Speaker
Chief Operations Officer
City of Austin Employees' Retirement System

Last year’s new GASB pension standards focus entirely on how state and local governments should account for pension liabilities, rather than on how employers should fund the costs of pension benefits or calculate their annual required contributions, leaving jurisdictions with a pressing need for

Tuesday, May 20, 2014 - 2:00pm to 3:40pm
Room: 
L100 HIJ
Speakers: 
Moderator
Assistant City Manager for Budget & Finance
City of Newton, KS
Speaker
Treasurer
City of Portland, OR
Speaker
Managing Director
Piper Jaffray
Speaker
Chief Financial Officer
Virginia College Savings Plan

Industry analysts are predicting adjustments in interest rates as the economy continues to rebound from the recession and the Fed changes its practices.

Tuesday, May 20, 2014 - 2:00pm to 3:40pm
Room: 
101 HIJ
Speakers: 
Moderator
Senior Manager
Plante & Moran, PLLC
Speaker
Manager, Process & Technology
Montgomery County, MD
Speaker
Manager - Field Operations
SL-Serco Inc.
Speaker
dataMontgomery Project Manager
Montgomery County, MD
Speaker
Finance Director
Town of Cary, NC

The market for new technologies that can be used by finance departments is exploding.

Tuesday, May 20, 2014 - 2:00pm to 3:40pm
Room: 
200 DEFG
Speakers: 
Moderator
Director, Fiscal Management
North Carolina - Department of State Treasurer
Speaker
Director of Governmental Audit Quality
Rehmann
Speaker
Partner
Crowe Horwath LLP
Speaker
Senior Manager, Information Technology Consulting
Plante Moran

Last year, the Council of Sponsoring Organizations (COSO) of the Treadway Commission issued an amended version of its classic Internal Control--An Integrated Framework.

Tuesday, May 20, 2014 - 2:00pm to 3:40pm
Room: 
L100 DEFG
Speakers: 
Moderator
Director of Finance
City of Sacramento, CA
Speaker
Management and Budget Director
Town of Gilbert, AZ
Speaker
City Council President
City of Minneapolis, MN
Speaker
City Manager
City of Elgin, IL

Both elected officials and finance staff have essential roles in budgeting and need to work together to make the hard decisions that create a budget delivering the best value for the public.

Tuesday, May 20, 2014 - 4:00pm to 4:50pm
Room: 
204 AB
Speakers: 
Moderator
Finance Director
Town of Telluride, CO
Speaker
Professor
Radford University

Starting in 1997, the GFOA has offered public finance professionals the opportunity to be recognized as a CPFO. In the almost 20 years that have passed since then, more than 500 individuals have received the CPFO designation.

Tuesday, May 20, 2014 - 4:00pm to 4:50pm
Room: 
M100 A
Speakers: 
Moderator
Senior Manager
GFOA
Moderator
Technology Services Manager
GFOA

Attend this discussion group to receive an introduction to CIPFA, the GFOA’s online financial management self-assessment tool used for measuring a government’s financial performance against public-sector best practices. The session will also include a demonstration of the CIPFA FM Model.

Tuesday, May 20, 2014 - 4:00pm to 4:50pm
Room: 
L100 HIJ
Speakers: 
Moderator
State Social Security Administrator
State of Colorado Public Employees' Social Security Program
Speaker
President
Pension Trustee Advisors, Inc.
Speaker
Principal
Groom Law Group, Chartered

Many of the efforts state and local governments have made to redesign their pension plans face legal challenges from employee groups, which claim that the changes infringe on both constitutional and contractual rights.

Tuesday, May 20, 2014 - 4:00pm to 4:50pm
Room: 
200 H
Speakers: 
Speaker
Financial Mgmt. Consultant/Infrastructure Asset Mgmt. Specialist
MWH Global

Repeated estimates place the amount of water and wastewater infrastructure investment needed across local governments at well over $1 trillion.

Tuesday, May 20, 2014 - 4:00pm to 4:50pm
Room: 
200 DEFG
Speakers: 
Moderator
Finance & Compliance Officer
Denver Employees Retirement Plan
Speaker
Communications Officer
Minnesota Teachers Retirement Association
Speaker
Assistant Executive Director - Administration
Minnesota Teachers Retirement Association

The GASB’s new pension reporting standards will require all state and local government employers to report their unfunded pension liabilities on the face of their financial statements, rather than in the notes, where they are currently reported. For many employers, that number is substantial.

Tuesday, May 20, 2014 - 4:00pm to 4:50pm
Room: 
L100 ABC
Speakers: 
Moderator
Senior Treasury Analyst
Metropolitan Pier & Exposition Authority
Speaker
Senior Vice President
Wells Fargo
Speaker
Deputy Chief Financial Officer
Dekalb County, Georgia

Purchasing banking services can be complex. This session will focus on best practices for assembling Request for Proposals (RFPs) for banking services.

Tuesday, May 20, 2014 - 4:00pm to 4:50pm
Room: 
101 ABC
Speakers: 
Moderator
Chief Financial Officer
West Basin Municipal Water District
Speaker
Deputy Finance Director/Acting HR Director
Prince William County Government

A truly effective internal control program needs to engage all departments in assessing risks and establishing control-related policies and procedures. This session focuses on how one county succeeded in doing just that, and how other governments can profit from that county’s experience.

Tuesday, May 20, 2014 - 4:00pm to 4:50pm
Room: 
L100 DEFG
Speakers: 
Moderator
Chief Financial Officer
City of Rock Hill, SC
Speaker
Director
Government Fixed Asset Services, Inc.

Governments all too often find themselves with outdated, or otherwise inadequate or unreliable information about their capital assets. The session offers practical advice on how to ensure that a capital asset system remains both comprehensive and up to date.

Tuesday, May 20, 2014 - 4:00pm to 4:50pm
Room: 
101 HIJ
Speakers: 
Moderator
Finance Department Administrator
Office of Budget & Finance, Hennepin County, MN

This discussion session will cover some of the new advances that have been made to help issuers understand and meet their disclosure responsibilities.

Tuesday, May 20, 2014 - 4:00pm to 4:50pm
Room: 
101 DEFG
Speakers: 
Moderator/Speaker
Professor
University of Nebraska at Omaha
Speaker
Professor & Chair of Public Administration
Northern Illinois University

This session is part of an effort to develop national curriculum standards in finance for MPA programs. Come help us shape the next generation of public finance officials. What skills and knowledge should entry-level budget professionals have?

Wednesday, May 21, 2014 - 8:30am to 10:10am
Room: 
101 ABC
Speakers: 
Moderator/Speaker
Deputy Comptroller/Chief Accountant
New York City Office of the Comptroller
Speaker
Principal
The Martinet Group, LLC
Speaker
Director of Finance
City of Boulder, CO

Recent research indicates that local government agencies may be losing tens of millions of dollars each year because of some fundamental misconceptions about how the Federal Emergency Management Administration’s (FEMA) Public Assistance program operates.

Wednesday, May 21, 2014 - 8:30am to 10:10am
Room: 
L100 HIJ
Speakers: 
Speaker
Assistant City Manager/CFO
City of Weston, FL
Speaker
Associate Professor
Metropolitan State University
Speaker
Deputy County Controller
Allegheny County, PA
Speaker
Finance Director
City of Brooklyn Park, MN
Speaker
Senior Director - Customer Modernization, North America Public Sector Strategic Programs
Oracle

Replacing an ERP system is a major financial investment. As an alternative, smart ERP maintenance can prolong the life of your investment and contribute to higher performance within your organization.

Wednesday, May 21, 2014 - 8:30am to 10:10am
Room: 
101 HIJ
Speakers: 
Moderator/Speaker
President
Patterson & Associates
Speaker
Vice President, Global Investor Relations
FHL Banks
Speaker
U.S. Interest Rate Strategy
Citigroup
Speaker
Director of Treasury Management
State of Maryland - Treasurer's Office
Speaker
Director of Institutional Portfolio Management
Fidelity Management & Research Company

The SEC is tightening its regulatory oversight of Money Market Mutual Funds. Participate in this group discussion and learn from others about the changes and how they are affecting governments' investment management strategies.

Wednesday, May 21, 2014 - 8:30am to 10:10am
Room: 
101 DEFG
Speakers: 
Moderator/Speaker
Director of Finance and Administrative Services
City of Arden Hills, MN
Speaker
General Manager: Corporate & Financial Services
District of Maple Ridge
Speaker
Deputy Administrator
Public Employees' Retirement System of Mississippi
Speaker
Finance Director
City of Westlake, OH

The level of detail in a comprehensive annual financial report is invaluable for many users of state or local government financial information. However, that same level of detail is often an insurmountable barrier for less sophisticated readers.

Wednesday, May 21, 2014 - 8:30am to 10:10am
Room: 
L100 ABC
Speakers: 
Moderator
Assistant Finance Director
City of Oklahoma City, OK
Speaker
City Treasurer/Finance Manager
City of Wichita, KS
Speaker
President
National Federation of Municipal Analysts
Speaker
Director of Product Management
Municipal Securities Rulemaking Board

The Municipal Securities Rulemaking Board’s Electronic Municipal Market Access (EMMA) system, used for all municipal bond disclosure documents, has been greatly enhanced over the past year.  For example, governments may now make voluntary postings on the system and develop a web page through EMMA

Wednesday, May 21, 2014 - 8:30am to 10:10am
Room: 
L100 DEFG
Speakers: 
Moderator/Speaker
Senior Consultant & Actuary
Gabriel, Roeder, Smith & Company
Speaker
Senior Finance Manager
Michigan Municipal Employees' Retirement System
Speaker
State and Local Government Principal
CliftonLarsonAllen, LLP

Many plan sponsors have questions about working with the new spreadsheets that could be used for GASB Statement No. 67 and will then move the accounting process forward to the implementation of GASB Statement No. 68.