Conference Sessions

With the spread of COVID-19, the health and safety of GFOA members and staff is paramount in our minds. To that end, the 114th Annual Conference in New Orleans will be moving from in-person to digital. 

Sessions for the 2020 virtual conference are listed below.  Each session will be presented live at the time listed in the schedule and available for CPE credit.  All registered for the conference will also be given the opportunity to view recordings of each session after the annual conference.

  • Individuals registered for the annual conference do not need to register for individual sessions.  You will recieve access to all sessions and can choose the sessions to attend. Only sessions attended live will be eligible for CPE credit.
  • All registered for the conference should have recieved information to access the virtual conference on your registration confirmation.  GFOA will also send out communications with instructions by the end of May 15, 2020.

For more information on conference sessions, please contact Mike Mucha.

Note: All times listed in Eastern Daylight Time (EDT)

  • Enhance Your Conference Experience with GFOA's Mobile App

Download the new “GFOA Conference” mobile app from the App Store or Google Play store. You can add sessions to your calendar, browse our sponsors and exhibitors, access GFOA’s Fiscal First Aid Resource Center, and more!

  • Join the Conversation

Share your conference experience with us on social media and follow along with what others are saying. On Twitter, use the hashtag #GFOA or #GFOA2020. We’ll be scrolling comments on the screen during our Virtual Conference.

47 Sessions

Pages


Tuesday, June 2, 2020 - 11:00am to 12:15pm
Speaker
Director of Accounting
City of Detroit
Speaker
Deputy Treasurer
Town of Cary, NC
Speaker
Director of Finance
Township of Upper St. Clair, PA

Governments make payments every day through a variety of methods, including checks, ACH, wire transfers, procurement cards, cash, and other methods. It is critical that governments have appropriate policies and procedures in place, as well as efficient payable processes, to ensure timely payments, maintain government operations, and prevent against fraud. The use of emerging payables technologies can help make governments more efficient and streamline processes, but can also add challenges and risks if proper controls are not implemented. This session will provide attendees with an overview of payables methods typically used by governments, examine the third-party relationships required and available for governments to make payments, and discuss strategies for implementing new technologies in the treasury office.

Tuesday, June 2, 2020 - 3:00pm to 4:15pm
Moderator/Speaker
Director/Deputy Executive Director
GFOA
Speaker
Associate
IceMiller
Speaker
Managing Director Education, Health and Public Service
Accenture

Software-as-a-Service (SaaS) products are becoming the standard for most public sector applications. With the shift from on-premise software to cloud technologies, finance officers must also reset their expectations for how to evaluate, contract for, and implement software. Speakers in this session will identify how SaaS is different, its potential benefits, and the critical steps that governments need to take to control cost and mitigate risk.

Tuesday, June 2, 2020 - 3:00pm to 4:40pm
Moderator
Managing Director, Public Finance
Raymond James
Speaker
Senior Director and Sector Lead - U.S. Public Finance/Government Ratings
S&P Global
Speaker
SVP, Head of ESG Research
Gurtin Municipal Bond Management, a PIMCO Company
Speaker
Director, Division of Bond Finance
State of Florida

While the term may not be as prominent in the municipal bond space, many governments are already incorporating environment, social, and governance (ESG) factors in their issuance process and more broadly in decisions related to strategic planning, capital planning, and budgeting. In interacting with the investor and analyst communities, issuers should be prepared to discuss ESG risks and considerations. Speakers in this session will discuss the emergence of ESG investing and what questions issuers should be prepared to address when accessing capital in the municipal bond market.

Wednesday, June 3, 2020 - 11:00am to 12:15pm
Moderator
Deputy Director Water Administration
City of Aurora, CO - Water Department
Speaker
Deputy Finance Director
County of Fairfax, Virginia
Speaker
Finance Director/Treasurer
Village of Villa Park, IL
Speaker
Budget & Planning Administrator
Office of Budget and Management, Cuyahoga County

Financial management processes often evolve over time. However, these changes can build in inefficiency, complexity, lack of standardization, and confusion. Speakers in this session will present how simple tools and strategies, like asking "Why?" can break a pattern of "we've always done it this way" and lead to effective process improvements. The session will also provide practical strategies for leading process improvement efforts, change management, documentation, training, and developing a plan for sustaining the change.

Wednesday, June 3, 2020 - 1:00pm to 1:50pm
Moderator
Assistant County Manager
Mecklenburg County Government
Moderator
Director/Deputy Executive Director
GFOA

In 2021, updates to GFOA's Certified Public Finance Officer (CPFO) program will take effect and joining this program is one way to further refine your skills, network with peers, and engage GFOA. GFOA representatives will be available to answer any questions about the CPFO program along with engaging GFOA in a variety of other formats including service on a committee or executive board, and participating in GFOA's Leadership Academy.

Wednesday, June 3, 2020 - 3:00pm to 4:15pm
Speaker
Chief Financial Officer
Illinois Municipal Retirement Fund
Speaker
Chief Financial Officer
Missouri LAGERS
Speaker
Chief Financial Officer
Kentucky Teachers’ Retirement System
Moderator
Senior Manager
GFOA

Market volatility, a low interest rate environment, and ongoing pressure to manage costs are just some of the issues facing public pension plans. What are plans to do when they're facing state reforms or recurring initiatives at the federal level? This session will highlight the challenges for pension plans and strategies that they have adopted or are on the horizon, and explain the implications for local government finances.

Thursday, June 4, 2020 - 11:00am to 11:50am
Speaker
Assistant Director of Publications, Technical Services
GFOA
Speaker
Director, Technical Services
GFOA

New in 2020, GFOA will release a brand new edition of Governmental Accounting, Auditing and Government Reporting (the "Blue Book") GFOA's signature publication and the definitive source on the subject. This is the first new edition since 2012, and the first release since the 2014 supplement. In addition to updated content, this edition marks the beginning of a new era, with the transition to an on-line subscription service that will keep the Blue Book - and you - up-to-date going forward. Come to this session to find out what's new in the book and to get tips on using the on-line subscription.

Thursday, June 4, 2020 - 3:00pm to 4:40pm
Moderator
Debt Manager
Metropolitan Washington Airport Authority
Speaker
Partner
Nixon Peabody
Speaker
Capital Finance Director
State of Wisconsin
Speaker
Managing Director and Associate General Counsel
SIFMA
Speaker
Research Analyst
Fidelity Investments

As the COVID-19 crisis continues, issuers are still required to meet their disclosure responsibilities for their outstanding debt obligations. This session will include a discussion on the issuer experience managing their disclosure programs and guidance from outside professionals on the advice they provide to their governmental clients. Attendees will also be updated on changes to GFOA best practices and advisories related to disclosure practices.

Friday, June 5, 2020 - 11:00am to 12:15pm
Speaker
Executive Director
Minnesota Higher Education Facilities Authority
Speaker
Finance Director
Clark County, Washington
Speaker
Budget Director
Texas Department of Family and Protective Services, Information Resource Mgmt Division

Governments already have several required disclosures for debt, but users of financial statements continually want more. As a result, finance officers must now become familiar with the latest round of new reporting requirements for debt. In this session, speakers will discuss what constitutes debt and the additional debt disclosures required by GASB 88, the issuance of GASB 91 for conduit debt, and the new guidance on derivatives related to changing from LIBOR to SOFR.

Friday, June 5, 2020 - 3:00pm to 3:50pm
Moderator
Clerk of the Circuit Court & Comptroller
Pinellas County, Clerk of the Circuit Court
Speaker
Finance Director / City Treasurer
City of Yorba Linda, CA
Speaker
Senior VP of Innovation
Polco/National Research Center
Speaker
Finance Director
City of Oklahoma City

Trust is the most important asset finance officers and our communities have, especially in times of financial distress when hard choices must be made. Without trust, we can't do our jobs. With it, we can perform at our best. This session will show you how finance officers and their communities have built and lost trust. You will leave the session with practical steps you can take to build and maintain trust in your career and between your government and your community.

Monday, June 22, 2020 - 11:00am to 12:15pm
Moderator
Accountant
City of Peoria
Moderator/Speaker
Treasurer
St. Louis County, MO
Speaker
Treasury Management Division Manager for U.S. Government Banking and Canada
Wells Fargo Bank
Speaker
Finance & Central Services Division Manager
Anoka County, MN

There are myriad ways in which governments can embrace technology solutions in the treasury office to better facilitate receivable and payable functions. These include integrating treasury data and procedures into government-wide ERP systems, facilitating cash and check handling in a more streamlined and anti-fraud manner, and accepting customer payments using new technology platforms. Embracing technology solutions can also enhance processes when physical operations are limited as staff works remotely. Finance officers should be aware of solutions that can assist with the processing of treasuring functions, know about technology solutions that can assist with preventing fraud, and what may be on the horizon that could be of value to your government’s treasury operations.

Monday, June 22, 2020 - 11:00am to 12:15pm
Speaker
Principal
Groom Law Group, Chartered
Speaker
Chief Financial Officer
City of Carrollton, TX
Speaker
Partner
BKD, LLP

While GASB's new statement on deferred compensation plans may be only a few paragraphs long, it has the potential for significant changes to many local governments and will plung them to the world of pension and benefit accounting. Speakers at this session will discuss GASB's new statement, explain why it is necessary, provide an overview of pension accounting, and show examples of how local governments have been successful with implementation.

Monday, June 22, 2020 - 3:00pm to 4:15pm
Moderator
Debt Manager
City of St. Paul, MN
Speaker
Assistant City Administrator/Chief Financial Officer
City of Franklin, TN
Speaker
Senior Director
Fitch Ratings
Speaker
Debt Manager
Wake County, NC
Speaker
Director
Public Financial Management (PFM), Inc.

Most governments have a local debt limit prescribed by state or provincial law. However, this limit is rarely calibrated to local conditions. Without a sense of what is truly affordable, it is impossible to make truly wise decisions about the use of debt. This session will review the best measures of local debt affordability, show you how to come up with local limits that make the most sense for your community, and how to create a policy that facilitates responsible, affordable use of debt.

Monday, June 22, 2020 - 3:00pm to 4:15pm
Moderator/Speaker
Chief Financial Officer
San Bernardino County Employees’ Retirement Association (SBCERA)
Speaker
Senior Actuary
South Dakota Retirement System (SDRS)
Speaker
Vice President and Consulting Actuary
Segal

Actuarial reporting can be complex, but important for understanding the status of pension and OPEB plans. Speakers in this session will focus on key components of an actuarial report and will guide finance officers on how to interpret their government’s actuarial reports. In addition, speakers will address frequently asked questions about the actuarial reports to allow for finance officers to better understand and explain this information to other stakeholders in the government.

Tuesday, June 23, 2020 - 11:00am to 12:40pm
Moderator/Speaker
Chief Financial Officer
City of Roseville, CA
Speaker
Finance & Accounting Services Manager
City of Gresham, OR
Speaker
Partner
BKD, LLP

Each year, GFOA reviews almost 5,000 submissions to the Certificate of Achievement for Excellence in Financial Reporting Program (CAFR Award Program). Using data from those reviews, speakers will identify the most common reporting deficiencies by CAFR sections and will discuss how all governments can improve their financial reporting. Speakers will also discuss the best way to prepare your CAFR for submission to the GFOA Award Program or how you can participate as a volunteer reviewer.

Tuesday, June 23, 2020 - 3:00pm to 4:40pm
Speaker
Assistant City Manager
City of Georgetown, TX
Speaker
Principal
Urban3
Speaker
Assistant City Manager
City of Fate, TX

For most governments, a large part of their revenues and expenditures are determined by how land is used within the jurisdiction. However, land use planning usually happens with little consideration given to how land use choices will impact the long-term financial health of the local government. In this session, you will hear about how to bridge the divide between land use planning and financial planning in order to build communities that are both livable and that have a strong financial foundation in the future.

Tuesday, June 23, 2020 - 3:00pm to 4:15pm
Speaker
Senior Finance Manager
University of Minnesota
Speaker
Supervising Project Manager
Governmental Accounting Standards Board

When GASB issued Statement No. 33, Accounting and Financial Reporting for Nonexchange Transactions, it required the reporting of taxes, grants, fees, and fines with an economic resources measurement focus. However, different interpretations and application of these principles by governments have led to inconsistencies in financial reporting. In the near future, the GASB plans to issue a preliminary views due process document proposing a very different model for classifying and recognizing inflows and outflows of resources. This document is expected to have a profound effect on government accounting and financial reporting. Speakers in this session will preview proposed changes and prepare GFOA members to provide feedback to GASB on these fundamental changes.

Wednesday, June 24, 2020 - 11:00am to 12:40pm
Moderator
Chief Financial Officer
City of Rock Hill, SC
Speaker
Chief Performance Officer
City of Austin, TX
Speaker
Budget Manager
City of Duluth, MN

Budgeting is just as much about values and priorities as it is about dollars. Unfortunately, in times of fiscal distress, governments can fall into focusing too much on getting the dollars to work out and abandon those principles. While universally true, but especially important in times of fiscal stress, it is important for governments to communicate their priorities and values to improve budget transparency, demonstrate fairness, and help justify difficult decisions. As your government works to address and recover from fiscal distress, how much have you communicated "why" you budget the way you do? In this session, speakers will present practical strategies to help you prioritize your organization's values and develop a framework to make those tough decisions and communicate them to those most impacted.

Wednesday, June 24, 2020 - 1:00pm to 1:50pm
Moderator/Speaker
Director, Technical Services
GFOA
Speaker
Former Director of Technical Services
GFOA
Speaker
Technical Manager
Tennessee Division of State Audit
Speaker
Director, Rutgers Master's Program in Governmental Accounting
Rutgers Business School

Accounting questions of all types will be welcome at this session. The panel will include experts in governmental accounting, auditing and financial reporting, with expansive experience as financial statement preparation and audit, as well as an academic expert. Please come prepared with those nagging practical and theoretical questions, implementation issues, and other challenges. A rare opportunity you will not want to miss.

Wednesday, June 24, 2020 - 3:00pm to 4:15pm
Speaker
Partner
Pillsbury Winthrop Shaw Pittman
Speaker
Research Manager
National Institute on Retirement Security
Speaker
Senior Vice President
Segal

Headlines about the market impacts caused by COVID-19 tend to focus only on unfunded liabilities when it comes to public employee retirement. But the bigger picture—the factors that could affect employees' retirement readiness and local government finances—is not always obvious. Join this session to learn about the jumble of factors in the ever-changing retirement landscape, including strategies states are employing for defined benefit plans or changes in federal law that impact defined contribution participants.

Thursday, June 25, 2020 - 11:00am to 12:15pm
Moderator/Speaker
Professor of Practice
University of Virginia Darden School of Business

GFOA’s new code of ethics outlines the values that are essential to building trust in our communities, but putting these values into action can sometimes be difficult. In fact, ethical tragedies are often the result of people who sit silently on the sidelines afraid or uncertain of what to do about a transgression. In this session, you will learn a distinctive new approach to these situations called “Giving Voice to Values” by discussing real-life scenarios of ethical challenges that have occurred in governments.

Thursday, June 25, 2020 - 3:00pm to 4:15pm
Speaker
Assistant Director, Accounting Services & Internal Audit
City of New York Mayor's Office of Management & Budget
Speaker
Senior Project Manager
GASB
Speaker
Speaker
Comptroller
Fairfax County Public Schools

GASB Statement No. 84, and the related implementation guide 2019-2, both named Fiduciary Activities, will become effective for reporting periods beginning after December 15, 2019, eliminating the ambiguity that has existed in defining a fiduciary activity, but also changing the way that many governments will report on fiduciary funds. This session will provide a comprehensive review of fiduciary activities and fiduciary fund accounting and financial reporting, including discussion of challenges of implementation by finance officers who have recently implemented the standard.