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


Sunday, May 18, 2014 - 3:50pm to 4:40pm
Room: 
101 DEFG
Speakers: 
Moderator/Speaker
Assistant Director of Finance
City of San Antonio, TX
Speaker
President and CIO
FTN Financial Main Street Advisors

In today’s digital age, portfolio performance software is readily available but selecting the best software for your needs can be difficult.

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.

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.

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.

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 - 10:30am to 12:10pm
Speakers: 
Moderator/Speaker
Senior Manager, Research
GFOA
Speaker
Chief Financial Officer
City of Boulder, Colorado
Speaker
Chief Operating Officer
100 Resilient Cities, Pioneered by The Rockefeller Foundation
Speaker
Budget Director
City of Portland, OR

Resiliency is the ability of governments to withstand chronic stresses and acute shocks while maintaining essential services and recovering quickly and effectively.

Monday, May 19, 2014 - 10:30am to 12:10pm
Room: 
L100 HIJ
Speakers: 
Moderator
Consulting Practice Manager
GFOA
Speaker
Managing Director - Industry Strategy, Education & Government
Workday
Speaker
Chief Information Officer
City of Philadelphia, PA
Speaker
Senior Fellow
e.Republic

It’s seldom argued that the best technology is the cheapest. But to get the best value, should government managers always have to request exceptions from standard procurement rules?

Monday, May 19, 2014 - 10:30am to 12:10pm
Room: 
200 DEFG
Speakers: 
Moderator
Director of Finance/City Treasurer
The City of Fredericton, NB
Speaker
Finance and Performance Management Services, Canadian Public Sector LeaderSenior Fellow
Deloitte, Inc.
Speaker
Senior Program Manager
GFOA
Speaker
City Treasurer and Chief Financial Officer
City of Moncton, New Brunswick
Speaker
Chief Financial Officer
City of Calgary, Alberta

This year’s session focuses on two topics of direct interest to Canadians: 1) identifying the competencies required in the finance function of the future; and 2) practical information on how to prepare a high quality budget document in conformity with the guidelines set by the GFOA for its Distin

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.

Sunday, May 18, 2014 - 3:50pm to 4:40pm
Room: 
200 DEFG
Speakers: 
Moderator/Speaker
Chief Financial Officer
City of Raleigh, NC
Speaker
Controller
City of Newport, RI
Speaker
Vice President and Chief Financial Officer
Metropolitan Nashville Airport Authority

This session will showcase three local governments' successful implementation of ERP software. Presenters will describe the requirements planning effort as well as the process that was used to procure the solution.

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.

Sunday, May 18, 2014 - 2:40pm to 3:30pm
Room: 
101 ABC
Speakers: 
Moderator
Chief Financial Officer
City of Gainesville, GA
Speaker
Assistant City Manager
City of Georgetown, TX
Speaker
Senior Portfolio Manager
FirstSouthwest Asset Management

As government investors are adopting more private-sector investment practices, the use of benchmarks, both for portfolio management and for performance accountability, has become more common.

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.

Sunday, May 18, 2014 - 1:30pm to 2:20pm
Room: 
L100 HIJ
Speakers: 
Moderator/Speaker
Chief Content Officer
e.Republic
Speaker
Lead Mobile Engineer
thisCLICKS
Speaker
Program Developer
University of Minnesota

Last year, the White House declared a National Day of Civic Hacking. During those two days, citizen volunteers collaborated to build open-source solutions designed to solve local government issues.

Wednesday, May 21, 2014 - 10:30am to 12:10pm
Room: 
L100 DEFG
Speakers: 
Moderator/Speaker
Finance Operations Manager
City of Sacramento, CA
Speaker
Accounting Manager
Multnomah County, OR
Speaker
Chief Financial Officer
Wisconsin Economic Development Corporation

Each year, reviewers for the GFOA’s Certificate of Achievement for Excellence in Financial Reporting Program evaluate the more than 4,000 comprehensive annual financial reports (CAFRs) submitted to the program.

Wednesday, May 21, 2014 - 10:30am to 12:10pm
Room: 
200 DEFG
Speakers: 
Moderator
Information Technology Director
City of St. Cloud, MN
Speaker
Assistant Finance Director
Williamson County, TX
Speaker
Director, Data Center
State of South Dakota
Speaker
Software as a Service (SAAS) Leader
State of Minnesota - MN.IT Services

Technology has evolved over the years to allow “cloud” and “on-premise” software to be viable solutions for the public-sector community. So why and when should an organization invest in either? Attend this session to hear experiences from customers representing both sides.

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.

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.

Sunday, May 18, 2014 - 1:30pm to 2:20pm
Room: 
101 ABC
Speakers: 
Moderator
Finance Director
Town of Darien, CT
Speaker
Partner
Ice Miller, LLP

The Patient Protection and Affordable Care Act has many moving parts, and state and local governments need to be sure they are complying with all of the act’s requirements in a timely manner.

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.

Wednesday, May 21, 2014 - 10:30am to 12:10pm
Room: 
101 DEFG
Speakers: 
Moderator
Management Services Director
City of Chandler, AZ
Speaker
McKnight Presidential Professor of Planning and Public Affairs
University of Minnesota
Speaker
Professor
University of Minnesota
Speaker
Finance Director
City of Madison, WI

A value-focused approach to budgeting asks public officials to consider the benefits and costs of public services not only in terms of dollars and cents, but also in terms of how government actions impact important civic and democratic principles, such as equity, liberty, responsiveness, transpar

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.

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.

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.

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.


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