Florida Government Finance Officers Association (D)

Public Menu

2010 Annual Conference
May 22-26, 2010
Orlando, Florida

Saturday - May 22, 2010
8:00 a.m. - 4:40 p.m.
Leadership Pre-Conference Seminar - Nicole Gasparri, Lee Evett (Appendix A and 21 Laws Handouts), Gary Perdew (This class is very interactive. If requested, the speaker will provide a copy of the PowerPoint after the class)
Investment Training Pre-Conference Seminar - Jonathan McKinney, Christopher Blackwood, Jeffrey Larson, John Grady, Tom Tight, Steven Alexander

Sunday - May 23, 2010
1:00 p.m. - 2:40 p.m.
Hot Topic - Beyond Level A GAAP - David R. Bean
Health Insurance Trends and Health Care Reform - Kurt N. Gehring

3:00 p.m. - 4:40 p.m.
GASB Update - David R. Bean
Managing the Finance Office with Reduced Staff–Consolidation vs. Segregation of Duties - Gerald Boop, Larry Napier, Jason Brown
Investment Strategies For 2010 - Jim Womack

Monday - May 24, 2010
8:30 a.m. - 10:15 a.m.
Opening General Session - Anirban Basu

10:20 a.m. - 12:00 p.m.
Preparing for a Financial Tsunami–The Case for Financial Conditioning Monitoring - Lynda Dennis
Effective Leadership in Tough Times - Trina Pulliam
Defined Contribution Plans: Building an Effective Retirement Portfolio - Darlene Malaney, Herb Whitehouse
Managing Bonded Debt Compliance–Arbitrage and Continuing Disclosure - Anne Pelej

1:30 p.m. - 3:10 p.m.
Accounting for the American Recovery and Investment Act - William Blend, Daniel O’Keefe
Winning and Losing Budget Strategies - David Pollard
Pensions–Stop the Bleeding - G. Michael Miller, James W. Linn, James J. Rizzo
Roundtable Discussion on When and How to Select a Financial Investment Manager or Advisor - Christopher Greco, Tom Tight

3:30 p.m. - 5:10 p.m.
Perspectives on Pension and Other Post Employment Benefits (OPEB) - Jeanine Bittinger, James J. Rizzo, John DiSanto
Providing Excellent Customer Experiences in the Delivery of Government Services - Robert Moore
Florida’s Economic Outlook - Henry H. Fishkind
Use of Procurement Cards and Software Capabilities - John Coppersmith, Bob Franks, William Mark Tedder, Evan Tullos

Tuesday - May 25, 2010
8:00 a.m. - 9:40 a.m.
Local Government Accountability Update - Rip Colvin, Burton Marshall, Marilyn Rosetti
Red Flags and Fraud in a Small Government Office - James Milucky
Asset Management - Celine Hyer
What a Labor Lawyer Thinks Management Needs to Know about Labor Negotiations - William Carnes
Advance Cash Management - Mitchell York

10:00 a.m. - 11:40 a.m.
Beef Stew: Working Together to Minimize Control Deficiencies and Prepare for a Successful Audit - Ron Conrad, Troy Manning
Small Government Internal Controls: Developing Proper Controls with Limited Resources - Donna Collins
Financial Sustainability - Shayne Kavanagh
Outlook for Economic and Financial Markets as well as Monetary and Federal Fiscal Policy Over the Second Half of 2010 and Into 2011 - Gregory Miller
An Update on the Tax-Exempt Bond Markets and Alternative Financing Options - Marianne Edmonds, John Incorvaia, Sharon Stark

11:45 a.m. - 2:00 p.m.
Annual Business Lunch (Active Members Only)
Agenda
2009 Annual Business Lunch Minutes
2009 Audit
March 31, 2010 Quarterly Financial Statements
Final Committee Reports
Final Chapter Reports

2:00 p.m. - 2:50 p.m.
Financial Analysis of Utility Systems - Murray Hamilton, Robert Ori
Arbitrage Rebate Management - James Ward, Miriam Cleary
Corporate Sponsorship and Naming Rights as a Revenue Stream for Municipal Projects - Judy Haber
Understanding an Actuarial Valuation Report (Pensions) - Charles T. Carr
Banking Services that Can Save Your Government Money and Safeguard Assets - Howard Forman

3:20 p.m. - 5:00 p.m.
Fraud Awareness - Rob Broline, Jennifer Murtha
Investment Overview: How to Approach Given a New Responsibility, Limited Staff and Market - Christine Davis, Gladys Johnson, Jeffrey T. Larson
Book Discussion: People Skills, Assertiveness and Handling Conflict - Dona Newman
Pension Legislation - Bonni Jensen
Establishing Public/Private Partnerships (PPP) - Thomas Osborne

Wednesday, May 26, 2010
8:00 a.m. - 11:40 a.m.
CPA Ethics Seminar FICPA Sponsor # 3461, Course # 6957 - Tom Reilly

8:00 a.m. - 9:40 a.m.
Insurance “Top 10” - Scott Blaser, Michelle Martin, Mike Matheny
Energy Sustainability, What Finance Officers Need to Know about the Environment - Mabell Paine
Legislative and Transparency Florida Update - Kathryn DuBose, Tim Stanfield, Davin J. Suggs

10:00 a.m. - 11:40 a.m.
Implications of the GASB 53 - Jim Towne, Mark A. White GASB 54 - Joe Welch
Living with Less: Management Strategies to Reduce Costs - Lee Evett
Prudent Investment Practices in Today’s Investment Environment - John Grady, Jeffrey A. Kern

2009 School of Governmental Finance
November 16-20, 2009
St. Petersburg, Florida

Monday - November 16, 2009
8:00 a.m. - 9:40 a.m.
Introduction to Governmental Accounting Part I - William Spinelli
Introduction to Budgeting - David K. Pollard

10:00 a.m. - 11:40 a.m.
Introduction to Governmental Accounting Part II - William Spinelli
CRA Budgeting and Support Issues - Rochelle W. Lawandales
Introduction to Treasury Management - Jeffrey A. Kern

1:00 p.m. - 2:40 p.m.
Audit Selection Committee Process - Jim Moye
Introduction to Treasury Management II - John Grady
Basic Debt I - Marketing and Pricing of Municipal Bonds - Eric Carl

3:00 p.m. - 4:40 p.m.
Overview of Financial Reporting - Louis J. Boglioli, III Handout
Main Street Speak - Ben Finkelstein
Basic Debt II – Bond Refunding - David Moore

Tuesday, November 17, 2009
8:00 a.m. - 9:40 a.m.
Grant Management & Accounting - Glenn Elmer
How to Prioritize Programs in Difficult Economic Times - Francine Ramaglia
Ratings - Past and Present Money Market Funds - Peter Rizzo

10:00 a.m. - 11:40 a.m.
Reach Out and Manage Knowledge - Georgette Carroll
Investment Strategies in the Current Environment - John Grady
Continuing Disclosure and SEC’s Push to Regulate the MUNI Market - Alexandra MacLennan

1:00 p.m. - 2:40 p.m.
Downsizing and Maintaining Strong Internal Controls - Rob Broline
GFOA Distinguished Budget Presentation Award and Best Practices - Linda Howard
Small Government Investments Roundtable - Mary Karayianes, Harry Kyne, Diane Reichard

3:00 p.m. - 4:40 p.m.
Best Practices to Prepare for a Federal Single Audit - Troy Manning
TRIM Compliance - Linda C. Davidson

Wednesday, November 18, 2009
8:00 a.m. - 9:40 a.m.
Note Disclosure - Bernadette Britz-Parker, Donna Brown Handout Checklist
What Are Your Financial Statements Telling You - Jason Brown Handout
Budgeting for Outcomes to Manage for Results - Fran McAskill

10:00 a.m. - 11:40 a.m.
Procurement Cards - Karen Rodgers, Cheryl Shanaberger
City, County and Special District Government Roundtable - Stephen Freilich, Kathy Hankins, Kristen Landkammer
A New Landscape for MUNI Credits: The View from Florida - John Incorvaia

1:00 p.m. - 2:40 p.m.
GASB / GAAP Update - Robert R. Garner
Long-Range Budgeting and CIP - Kent Olson
An Introduction to Build America Bonds - Duane Draper Handout

3:00 p.m. - 4:40 p.m.
Auditor General & Department of Financial Services Update - Marilyn Rosetti, Justin Young
Economic Forecasts - Dr. Sean Snaith
Role, Future and Alternatives for Credit Enhancement and Investor Relations - Kapil Bhatia

Thursday, November 19, 2009
8:00 a.m. - 9:40 a.m.
Cash Flow - Linda W. Dufresne Handout
Integrating Budgets and Investments - Bob Moore
Investment Portfolio - Steve Alexander

10:00 a.m. - 11:40 a.m.
Debt Issuance and Administration - Lisa H. Spriggs
Legislative Update - Davin Suggs
New Treasury Program - Sharon Stark

1:00 p.m. - 2:40 p.m.
Understanding Actuarial Rates - J. Stephen Palmquist Handout
Lean Government System - Wanda Roop
Public Finance Strategies to Achieve Economic Development Goals - Kyrle Turnton

3:00 p.m. - 4:40 p.m.
Statistics Section - Tom Klinker
IRS Compliance - Sheree Cunningham
A Look at the Four Day Workweek and Other Cost Reduction Ideas - Ken Small Handout

Friday, November 20, 2009
8:00 a.m. - 11:40 a.m.
CPA Ethics Seminar - William Blend

8:00 a.m. - 9:40 a.m.
Risk Assessments for Governmental Entities - Bert Nuehring
Using Property Value Data for Long Range Planning - Tim Wilmath
Municipal Securities Disclosure & Best Practices for MUNI Issuers - Brian Fender

10:00 a.m. - 11:40 a.m.
Pension Costs - G. Michael “Mickey” Miller, Paul Shamoun
Fraud Risks in the Treasury Function - Douglas Host

Fiscal Survival in 2009 and Beyond
August 27, 2009
Davie, Florida
Long-Term Financial Planning - Shayne Kavanagh and Bob Goehrig
Communicating Financial Information - Rob Garner
Financial Condition Assessment - Ted Sauerbeck
Other Tools and Resources for Local Governments - Rip Colvin Website
Tackling Personnel Costs - David Pollard
Budget Development: Survivor Methodologies and Communications Strategies and Balancing the Budget S.O.S. (Survivor Options and Strategies) - Roundtable Discussion - William Ackerman, Barry Atwood, Sr., Ray Britt, Jr., Ken Fields, Marci Gelman, Jeffrey Seward, Charles Parkinson, Daniel Alfonso and Richard McLaughlin

2009 FGFOA Annual Conference
May 30 - June 3, 2009
Tampa, Florida

Sunday, May 31, 2009
1:00 p.m. - 2:40 p.m.
GASB “HOT TOPICS”- David R. Bean
Integrating Budgeting and Investments - Robert Moore

3:00 p.m. - 4:40 p.m.
GASB Update - David R. Bean
Book Discussion: “The Three Laws of Performance: Rewriting the Future of Your Organization and Your Life” - Nicole Gasparri
Taking the Mystery Out of Treasury Management - Steven Chapman II, Kelly McGary

Monday, June 1, 2009
8:30 a.m. - 10:00 a.m.
Opening General Session
Alex Sink, Chief Financial Officer, State of Florida

10:20 a.m. - 12:00 p.m.
Single Audit State and Federal - Daniel O'Keefe
Beyond Department by Department Budgeting - Fran McAskill, Lea Ann Thomas
There's More to Compensation Than Money - Leland Brown, Phil Rosenberg
Department of Financial Services Update - Burton Marshall, Nat Toulon

1:30 p.m. - 3:10 p.m.
Audit Risk Alert for Governments and Their Auditors - Alan Nast
It's in the Budget! Why Can't I Spend It? - Jeffrey R. Smith
Economic Update - Keith Arnold, Henry H. Fishkind
Ratings - Past and Present - Wesley Bradish, Marcia Dedert, Diane Brosen

3:30 p.m. - 5:10 p.m.
Fraud in the Workplace: Real-Life Examples - Silvio Cherjovsky
Budget Planning: Doing More with Less and Rational Budget Cutting - Stephen Aikens, Christopher Lyons, Mark Mason, Francine L. Ramaglia

Investment Approach Strategies - Andrew S. Jacobsen, Linda Perrigoue

Tuesday, June 2, 2009
8:00 a.m. - 9:40 a.m.
Auditor General/Legislative Committee on Intergovernmental Relations Update - Alton “Rip” Colvin, Marilyn Rosetti
Investing for Small Governments - Jeffrey T. Larson, Diane Reichard
Performance Measures 101 - Donna Bradbrook, Lou O'Boyle
Taxable vs. Non-Taxable Fringe Benefits - Sheree A. Cunningham
Show Me The Money - Don Berryhill, Mark Brewer, Joe Mueller

10:00 a.m. - 11:40 a.m.
Policies, Audits and Internal Controls Surrounding Investments - William Blend, Amy Michaliszyn, Ashbel Williams
Utilities Are Big Business. Are You Operating Yours as a Business? - Robert Ori
Performance Measures 201 - Donna Bradbrook, Lou O'Boyle
Self-Insured Health Plans: A Proven Cost Saving - John Robinson
The Current Investment Environment - Carl Moerbe, Donald Ratajczak

2:00 p.m. - 2:50 p.m.
Downsizing and Maintaining Strong Internal Controls - Jennifer Murtha
Responding to Impact Fee Concerns - Lee Evett
What Do You Do With Your Measures Now That You Have Them - Benchmarking? - John Becker
An Update on the Tax-Exempt Bond Market - John Incorvaia, Julie Santamaria

3:20 p.m. - 5:00 p.m.
The New Auditing Standards Mean What? - Donna Brown, Bernadette Britz-Parker, George “Trey” Long
How to Reduce Your Dependence on Property Taxes - Lee Evett, Ken Small
Holding the Line on Labor Costs through Contract Negotiations - Mike Grosen, Michael Nadol
What Investments Are Available and Appropriate - Chris Blackwood

Wednesday, June 3, 2009
8:00 a.m. - 11:40 a.m.
CPA Ethics Seminar
The Ethics CPE reporting is done through the FICPA Course #6957 - Sponsor# 3461 - William Blend

8:00 a.m. - 9:40 a.m.
Developing an Accounting Policies and Procedures Manual - Paul E. Glick
Developing Long-Term CIPs - Louis J. Boglioli, III
OPEB Treasures - Lessons Learned from Time Spent in the Trenches - Daniel O'Keefe, Jennifer Manning, James J. Rizzo

10:00 a.m. - 11:40 a.m.
Legislative Update - Davin J. Suggs
Grants Managements and Writing - Scott Provencher
How to Select a Broker and What to Expect From One - Andrew S. Jacobsen, Tamara McGovern, Stephen Moskun

Fiscal Survivors Seminar
February 19, 2009
Altamonte Springs, Florida
Long-Term Financial Planning Overview - Shayne Kavanagh
Financial Condition Assessment - Ted Sauerbeck
Revenue Enhancements and Alternative Revenue Sources - Dan Dornan
Federal Funding & Grants - Rip Colvin   Grants Report
Communicating Financial Information - Rob Garner
Payroll (Benefits Alternatives, Volunteers) - David Pollard
Managing Budget Cuts - Roundtable discussion - Ed Benton, Dawn Bialy, Ray Britt, Jr., Steve Botelho, Richelle Sucara

2008 School of Governmental Finance
November 17-21, 2008
St. Petersburg, Florida

Monday - November 17, 2008
8:00 a.m. - 9:40 a.m.
Governmental Accounting Part I – Bill Blend, Dan O’Keefe
Basic Introduction to Investments I - Andy Jacobsen, Jeff Kern, Steve Moskun
Policies and Best Practices in Debt Management - Jeffrey T. Larson

10:00 a.m. - 11:40 a.m.
Governmental Accounting Part II – Bill Blend, Dan O’Keefe
It’s in the Budget! Why can’t I spend it all? Intro to Cash Flow Management - Jeffrey R. Smith
Intro to Budgeting - Fredrik Coulter

1:00 p.m. - 2:40 p.m.
FGFOA Board Discussion of Emerging Issues - Linda C. Davidson, R G. (Rick) Helms, Jeffrey Smith
Basic Investments II - Andy Jacobsen, Jeff Kern, Steve Moskun
Issuing Bonds as a Means to Finance Capital Projects – Damon Adams, John Forney

3:00 p.m. - 4:40 p.m.
Improve Your Understanding of Cash Flow Statements - Linda Dufresne
Document and Record Management in the Digital Age - Theodore LaMott, Steve M. Lewis, Robert Porter

Long Range Financial Planning and Capital Budgeting - Kimball Adams, E. John Brower, Amy Davis

Tuesday, November 18, 2008
8:00 a.m. - 9:40 a.m.
SAS – What Are They? - Troy Manning
IRS Compliance – What You Don’t Know Can Hurt - Sheree Cunningham
Developing an Investment Policy - Diane Reichard

10:00 a.m. - 11:40 a.m.
Leadership in the Finance Department - Leif Ahnell
The Relationship of Property Values to Budget Development - Rob Turner
AaaIM High – Obtaining and Maintaining Your Bond Rating - Kelly McGary, Sonya Little

1:00 p.m. - 2:40 p.m.
Building Internal Controls with Internal Auditing - Bert Nuehring
Revising your Long-Range Plan, Downsizing and Service Prioritization – Christine Pierson, Christine Rappolt, Ivy Rosenberg
Yield Differences - David Jang

3:00 p.m. - 4:40 p.m.
It’s Audit Time-Are You Ready? - Lori Nissen, Timothy Ray Pozza
Legislative Update - Davin J. Suggs
Practical Guidance to Administer Your Government’s Debt from Accounting to Records Retention - Linda C. Davidson

Wednesday, November 19, 2008
8:00 a.m. - 9:40 a.m.
Single Audit/Grant Accounting - Teresa Hill, Deborah Marenco
Get Your Motor Runnin’ – Financing Vehicles and Equipment Purchases - Doreen Lam, Charles T. Maguire
Motivating a Multigenerational Workforce - Trina Pulliam

10:00 a.m. - 11:40 a.m.
CFO’s Local Government Update - Brandy Tunnell, Justin Young
GFOA Distinguished Budget Award - Jason Brown
Tools for Making Investment Decisions -  Richard Daniels

1:00 p.m. - 2:40 p.m.
Financial Statements – Certificate of Excellence-Footnotes - Donna Collins
GFOA Recommended Budget Practices - Louis J. Boglioli
Beyond Bonds – Other Available Means to Pay for Your Government’s Capital Projects- Stephen Spratt, Mike Hanna, David Thornton

3:00 p.m. - 4:40 p.m.
Advances in Integrated Software Packages for the Public Sector - Dennis Harward
Investment Diversification - Steven Alexander
Options to Enhance the Credit Quality of Your Bonds in Today’s Market - John Incorvaia , Steve Miller, Julie Santamaria

Thursday, November 20, 2008
8:00 a.m. - 9:40 a.m.
OPEB Lessons Learned Panel Discussion - Andrew Flynn, Ajay Gajjar, Claretha Harris, James Rizzo
Portfolio Ratings - Peter Rizzo, Ruth Shaw
Investor Relations – Making and Keeping Bondholders Happy - Duane Draper, John C. Stephens, III

10:00 a.m. - 11:40 a.m.
Significant Changes in Credit Card Rules - Jim Plunkett, James Brown Reed
Weathering the Financial Storm – Revenue Opportunities - Camille Tharpe, Heather Encinosa
Applying Duration Process  - Ben Finkelstein

1:00 p.m. - 2:40 p.m.
Understanding Audit Risk Standards – How the New Risk Standards Will Affect Government Finance Officers - Lynda Dennis
Union Negotiations – Assembling Your Management Team - Mark Levitt
TRIM with Tax Reform - Kent Olson, Carolyn Welch

3:00 p.m. - 4:40 p.m.
Fraud in Government Organizations – 2008 - Sue Bunevich
Investing Bond Proceeds -  Marianne Edmonds
Countdown – Top 10 Ways to Minimize Arbitrage Liability and Save Your Government Money - Erik Dingwall

Friday, November 21, 2008
8:00 a.m. - 11:40 a.m.
CPA Ethics Seminar - Thomas F. Reilly

8:00 a.m. - 9:40 a.m.
Creating a Great Banking RFP - Lynn C. Nieves, Sean Polland
Performance Measures - Robert R. Garner
POOF - Pension Obligations and OPEB Financing - Mark Pollack, Scott Kremer, Todd Holder, Mark Benton

2008 FGFOA Annual Conference

Saturday - May 17, 2008
Pre-Conference Seminar: Investments

Sunday - May 18, 2008
8:00 a.m. - 4:40 p.m.
The Current Investment Market: What Is It and How Did We Get Here? - Christopher Blackwood
How to Write an Investment Policy that Will Provide Security yet Be Flexible - Steven Chapman, II
Investigating Current Investment Options - Linda Howard, Jeff Kern & Brock Loftis
Economic Condition and Yield Curve Analysis - Don Robb

1:00 p.m. - 2:40 p.m.
Recent Changes in Financial Reporting - Priscilla Bailey-Brown, Burton Marshall & Justin Young
Book Discussion: The Four Agreements - Nicole Gasparri
Personnel Pitfalls and “Sticky Wickets” - Kelly Chanfrau
Key Investment and Financing Issues Facing Florida Finance Directors - Randal Harrison, Wayne Herring & John Incorvaia

3:00 p.m. - 4:40 p.m.
GASB Hot Topics - David Bean & Stacy Levine
Budgeting and Managing Wages, Salaries and Overtime - David Pollard
Your Role as a Defined-Contribution Plan Fiduciary - Darlene Malaney

Monday - May 19, 2008
8:45 a.m. - 10:00 a.m.
Opening General Session: The Direction of the U.S. Financial Position/Markets - David Walker

10:20 a.m. - 12:00 p.m.
GASB Update - David Bean
Lean Government: Developing a Corporate Culture to Eliminate Waste - Wayne Poerio
Update on Financing Options and the Bond Issuance Process - Diane Brosen & JoLinda Herring
Audit Standards Update: What Is New in the Yellow Book? - Harold Monk
Property Tax Reform: The Impact on Local Governments - Kent Olson & Diane Reichard
Economic Update - Andrew Harding & Richard DeKaser

3:30 p.m. - 5:10 p.m.
Creating and Using a Revenue Manual: A Dynamic Tool for Analysis - James Lewin & Amy Reynolds
It’s Going to Cost What? Balancing Pension Policy and Fiscal Integrity in the 21st Century - Robert Klausner
Where to Get Financial Information - Andrew Jacobsen & Linda Perrigoue
E-Payments and Remote Depositing - Tatum Kennedy

Tuesday - May 20, 2008
8:00 a.m. - 9:40 a.m.
Auditor General Update - Michael Gomez & Marilyn Rosetti
Collections: Efficient and Cost-Effective Procedures for Small Governments - Jospeh Burke
Are Your Retirement Plans Sustainable? - James Rizzo
Outsourcing Your Investment Management Services - Stephen Moskun & Dona Newman

10:00 a.m. - 11:40 a.m.
Adventures in Forensic Accounting - Richard Wester
The Benefits & Risk Lines Available by Joining Insurance Pools - Mike Madden & Anthony Shapella
Long-Term Financial Planning for Governments - Bob Goehrig, Shayne Kavanagh & Kevin Knutson
Nuts and Bolts of Collective Bargaining - John Dickinson
Public/Private Partnerships - Robert Koch, Jeff Larson & Don Paight

2:00 p.m. - 2:50 p.m.
Internal Auditing: The Inside Story - Sheila Roberts
Popular Reporting for Small Governments - Donna Collins
Performance Auditing: Are Your Program Strategies Working? - Stuart Grifel
Tax Reform: Does Cutting Taxes Mean Cutting Benefits? - Kurt Gehring
CMOs, GNMAs and Other Complex Securities - Ellis Phifer Presentation 2

3:20 p.m. - 5:00 p.m.
Monitoring Your Internal Controls Using Sampling - Bill Blend
Tax Revenues are Being Reduced. Where can We Get Additional Revenues to Balance the Budget? - Nilgun Kamp, Susan Schoettle-Gumm & Steven Tindale
The Future of Budget Technology - Louis Boglioli & Shayne Kavanagh Presentation 3
Where Are Interest Rates Headed? - Larry Andress & Rick Smith

Wednesday - May 21, 2008
8:00 a.m. - 9:40 a.m.
Legislative Update - John Wayne Smith Keys to Keeping Pension Costs Down - Glenn Thomas
Bond Insurers and Rating Agencies: Their Role, the Process and Their Status - Kelly McGary & Ritesh PatelEthics for Governmental CPAs in Florida - Tom Reilly10:00 a.m. - 11:40 a.m. GASB 44: Economic Condition Reporting - Paul Glick HandoutFull Cost Recovery - Michael Burton
Hot Topics with Your Board Members in the Hot Seat - Bill Bogan, Rick Helms, Francine Ramaglia & Jeff Smith

2007/2008 Career Development Seminars

Identifying and Managing Risk, It's Bigger Than You Think
April 11, 2008
What is Risk and How Can it be Mitigated - Paul Erickson, Chris Connelly, Michael Gillon, Josiah Goddard
Contractual Liabilities and Case Study for Public Entities - Michelle Martin, Michael Bowling
The Ever-Changing HealthCare Environment - Kurt Gehring
On-Site Medical Clinics, What are They and How do They Work - Ray Tomlinson
Risk Modeling: Things to Consider - John DeMartini, Anthony Shapella

Grants Management and Accounting/GASB Update
February 8, 2008
Grants Management and Accounting - Glenn Elmer
GASB Update - Paul Glick

IRS Audits and the New Web-Based Annual Financial Reporting System
January 18, 2008
IRS Payroll Issues, Mae Whitlow - IRS Audits 2008 Taxable Fringe Benefit Guide
Uniform Accounting System Manual - Burton Marshall & Justin Young
LOGER - Burton Marshall & Justin Young

OPEB/GASB/SEC Update
October 11, 2007
GASB Hot Topics - Paul Glick
SEC Disclosure Requirements - Duane Draper, Lisa Olsen
OPEB Funding & Liability Calculation - Brian S. Broverman
OPEB Implementation Roundtable - Mark Benton, Margaret Simmons, Paul Wunderlich

Property Tax Reform and Best Budgeting Practices
September 28, 2007
An Overview of Property Tax Reform - Kent Olson
Property Tax Reform from a Property Appraiser's Perspective - Honorable Bill Donegan
Life After Property Tax Reform - Steven McDonald
Show Me the Money - Don Schulte
Best Budgeting Practices in Today's Challenging Enviroment - Linda Davidson
Your Property Taxes Explained - Linda Davidson

2007 FGFOA School of Governmental Finance
November 12-16, 2007
Palm Beach Gardens

Monday - November 12, 2007
8:00 a.m. - 9:40 a.m
Governmental Accounting Part 1 – Bill Blend Presentation 2 Presentation 3
Developing Financial Policies & Procedures - Jeffery R. Smith, CPA, CGFO
How Sweet It Is – How to Find the Hand in the Cookie Jar - Susan Friend, Jose Marrero, Ron Wise

10:00 a.m. - 11:40 a.m.
Governmental Accounting Part 2 – Bill Blend Presentation 2 Presentation 3
Records Management & Retention - Vincent T. Edward
Bond Ratings and the Ratings Process - Betsy Hedden, Chris Hessenthaler, Fred Winterkamp

1:00 p.m. - 2:40 p.m.
Governmental Accounting Part 3 - Bill Blend Presentation 2 Presentation 3
Introduction to Budgeting - Linda Davidson, CPA, CGFO, CPFO, Sharon McGuire
Understanding and Utilizing Economic Indicators - William B. Stronge, PH.D

3:00 p.m. - 4:40 p.m.
Introduction to MD&A - Donna Collins Presentation 2
Cheap I.T. Tricks You Never Knew You Had - Louis J. Boglioli, III, CGFO
TRIM Requirements – Are You in Compliance? - Leticia Blick

Tuesday - November 13, 2007
8:00 a.m. - 9:40 a.m.
Distinguished Budget Program – John Fishbein
The Basics of Banking and Technology - Linda Mason, Marilyn K. Seagraves, CTP, Sean Silverbush
The Bond Process A-M - Dan Burton, Steve Miller, Esquire, Jim Moye, CPA, CPFO, CGFO, Julie Santamaria

10:00 a.m. - 11:40 a.m.
Government Audit Update From a Financial Manager’s Perspective Part 1 - Timothy M. Westgate, Mark A. White
Budgeting in the Information Age - Louis J. Boglioli, III, CGFO
The Bond Process N-Z - Dan Burton, Steve Miller, Esquire, Jim Moye, CPA, CPFO, CGFO, Julie Santamaria

1:00 p.m. - 2:40 p.m.
Government Audit Update From a Financial Manager’s Perspective Part 2 - Timothy M. Westgate, Mark A. White
You Want To Be a CGFO / I’d Like To Work On A Committee - Lisa Brown, Gary Perdew, CGFO, Mary Lou Pickles, CGFO, CMA, Barry Skinner, CPA, CGFO, CPFO
The Good, the Bad, and the Ugly of Banking Services RFPs - Jim Beard

3:00 p.m. - 4:40 p.m.
It’s a GAAS - Alyson Silva
Effective Leadership Styles - Steven G. Chapman II
Debt Policy & Capacity – Why Every Entity Should Have One - Francine L. Ramaglia, CPA Presentation 2 Presentation 3 Presentation 4

Wednesday - November 14, 2007
8:00 a.m. - 9:40 a.m.
Internal Controls/Fraud – Know Your Exposure - Laura Krueger Brock, CPA, CFE
Capital Project Prioritization – How Does Your Process Stack Up? - Ray Walls, III
Bonds, Initial & Ongoing Disclosure – What Everyone Wants to Know - Duane Draper, Esquire

10:00 a.m. - 11:40 a.m.
RFPs – Can Your Process Withstand the Scrutiny - Keith Glatz, CPPO, FCPM, FCPA , Bobbye Marsala, CPPO, CPPB, CPM, FCPM, FCPA
GFOA Budget Committee’s Recommended Budget Practices - John Fishbein
Tools for Making Investment Decisions - Steven Alexander, CGFO, CTP

1:00 p.m. - 2:40 p.m.
Are Your Retirement Plans Sustainable - James J. Rizzo, ASA, MAAA
Multi-Year Budgeting – Looking Beyond One Year - Javier Gonzales, Kurt Peterson
Recent IRS Bond Market Enforcement Efforts - Bob Henn

3:00 p.m. - 4:40 p.m.
Developing an Effective Fund Balance Policy - Dave Pollard, CGFO
Motivating Staff/Team Building – You Can’t Do It All Yourself - Georgette Carroll
The Investment Portfolio Game: Putting Your Strategies to the Test - Steven Alexander, CGFO, CTP, Jason E. Brown, CGFO

Thursday - November 15, 2007
8:00 a.m. - 9:40 a.m.
Legislative Update/Tax Reform - What You Need to Know - Kraig Conn
Performance Measures - Budget Cuts and Common Mistakes - Dave Hardison
OPEB Issues and Implementation - Are You Ready? - Paul Shamoun

10:00 a.m. - 11:40 a.m.
Auditor General Update - Jim Dwyer, CPA
FGFOA Board Discussion of Emerging Issues - Mark A. Fostier, CPA, CGFO, CPFO, Linda C. Davidson, CPA, CGFO, CPFO, R. G (Rick) Helms, CGFO, CGFM
Understanding the Arbitrage Calculation & Compliance Process - Linda Dufresne, CPA

1:00 p.m. - 2:40 p.m.
Are Catastrophe Bonds in Your Future? - Craig Bissell, CPA, John Forney
Economic Update – a Look into the Crystal Ball - Hank Fishkind, CEO
Balancing the Budget after Property Tax Reform without Revenue Increases - Francine L. Ramaglia, CPA  Presentation 2 Presentation 3

3:00 p.m. - 4:40 p.m.
Annual Financial Report - is a New System on the Horizon? - Burton Marshall
Fi-doo’shee-er’ee Responsibility and Li’a-bil’i’tee - Bernie Rice, Edward A. Siedle, Esquire
Debt Pools - Testing the Waters - Dick Dowdy, Matt Lalla, John A. Yokosky

Friday - November 16, 2007
8:00 a.m. - 9:40 a.m.
Running an Efficient Finance Office - Francine L. Ramaglia, CPA, Bill Underwood, CGFO, CGFM Presentation 3 Presentation 4 Presentation 5 Presentation 6 Presentation 7
Portfolio Management Software Alternatives - Jeff Kern, Sean Polland

10:00 a.m. - 11:40 a.m.
Dealing with Revenue Reductions/New Revenue Opportunities - Ken Small, Camille Tharpe
Demystifying the SWAP Market - Rick Patterson, Kerry Shelby

2007 Annual Conference
May 20-23, 2007
Orlando, FL

Saturday - May 19, 2007
8:30 a.m. - 5:10 p.m.
Introduction and Conflict Resolution - Dinah Lewis
Recruiting, Retention and Succession Issue Planning - Robert Burg, Ralph Andersen & Heather Renschler
Technology and Training - Johan Lidros, Steven Kupersmith & Richard Sands
Benefits and Methods of Motivation - C. William Sharon

1:30 p.m. - 5:30 p.m.
“Ethics for Governmental CPAs in Florida” - Thomas F. Reilly
Sponsor number 0002329/ Course 3461

Sunday - May 20, 2007
1:00 p.m. - 2:40 p.m.
IT Controls in the Financial Accounting and Reporting System - Chris Myers & John Sandy
GFOA CAFR and Budget Award Programs - Linda C. Davidson, CPA, CGFO, CPFO, & Ann Marie S. Ricardi, CGFO, CPFO
Insurance: Property, Casualty, Liability and Workers’ Compensation - Matt Curran, AFSB & Richard A. Freebourn, Jr., CIC
Tax Increment Financing - Karl Jacob, Margaret Lezcano & Jean Wilson

3:00 p.m. - 4:40 p.m.
GASB Hot Topics - David R. Bean, CPA, CGFO
Work Team Building - Nicole Gasparri, CGFO
Basic Pensions, Other than FRS - Stuart A. Kaufman & Jay Love
Banking and Technology: Payment Acceptance Methods - Lisa C. Miller, CTP

Monday - May 21, 2007
8:45 a.m. - 10:15 a.m.
Opening General Session - “Character Counts: Combating the Crisis of Character”
Pat Williams, Senior Vice President, Orlando Magic

10:30 a.m. - 12:10 p.m.
GASB Update - David R. Bean, CPA, CGFO
Hurricane Season Is Upon Us - John C. Cox, AAP, CTP & Raymond J. Sandrock
Understanding and Managing Pension Costs - Joe Bogdahn, CIMA & Charles T. Carr
Investments: A Sound Foundation - Carol A. Himes Hannigan, CGFO, Thomas P. Klinker, CPA,
GFO, CPFO & Walter West

1:30 p.m. - 3:10 p.m.
Yellow Book Update - Alan Nast
From Design to Build - Patrick A. Mullen
IRS Payroll Issues - Mae Whitlow
Utility Rate Studies and Minimizing Rate Increases - Mark C. Mason, CPA

3:30 p.m. - 5:10 p.m.
GASB Implementation - Stephen J. Gauthier, CPA
Best Seller Unwrapped - Patti Hilaman & Dona J. Newman, CPA, CGFO
Attracting and Retaining a High Quality Workforce - Kimberly Crum & Kelley Rexford
The Investment Landscape - James DeMasi, CFA

Tuesday - May 22, 2007
8:00 a.m. - 9:40 a.m.
GFOA Hot Topics - Stephen J. Gauthier, CPA
Debt Issues for Small Governments - Waymond L. Herring
Leadership Styles - Warren Geltch
Risk Assessment - Teresa Long-Pike & Martin Ménard, FCAS, MAAA
Analyzing Developer Financing Alternatives - Jeffrey T. Larson, MBA, Steven T. Thompson & Michael D. Williams

10:00 a.m. - 11:40 a.m.
Auditor General Update - James M. Dwyer, CPA, Daniel P. Owens, CPA & Marilyn D. Rosetti, CPA
Getting Prepared to Prepare Your Own Financial Statements - Donna Collins
Multi-Year Forecasting - Lisa H. Spriggs, CPA
Economic Development and the Role of the Finance Director - Christopher Morrill
Making More Dough in Today’s Investment Environment - James N. Augustine, Jr.

2:00 p.m. - 2:50 p.m.
Accounting and Financial Reporting for CRAs and Special Districts - William Blend, CPA
Florida DEP State Revolving Loan Fund - Don Berryhill
Effective and Appropriate Use of Humor in the Workplace - Luther Beauchamp
Using Debt Instruments to Accelerate Florida DOT Funding - Lowell Clary, Carla Bell Johnson & Fred Winterkamp

3:20 p.m. - 5:00 p.m.
IRS Focal Points: Audits of Governmental Entities - Donald E. Baehr
Internal Controls for Small Governments - Sharon M. Anselmo, CPA, Bill Bogan, Jr., CPA, CGFO, CPFO
Ethics for Florida Government Employees - Margaret A. McGarrity, CPA
OPEB Case Studies & the Nuts & Bolts of GASB 45 - Valentine J. Link & James J. Rizzo
Efficient Frontier Analysis - Grant D. Kalson, CFA

Wednesday - June 14, 2006
8:20 a.m. - 10:00 a.m.
Internal Audit Function: Self Risk Assessment - D. Edward Daugherty, CPA
Career Paths for Financial Professionals - Diane Reichard, CPA, CGFO
Economic Outlook - Alan M. Gayle
Derivatives and Swaptions: Buyer Beware - Dan Burton, William Fitzpatrick & George A. Majors

10:20 a.m. - 12:00 p.m.
Financial Statement Fraud - Yvonne M. Clayborne, CPA & Jeff Roth, CISA, CPEA, CHMM
Disaster War Stories - Dr. Robert Becker
Legislative Update - Sarah M. Bleakley & John Wayne Smith
CRA and Affordable Housing Financing - Warren Bloom & Vivian L. Brooks

2006/2007 Career Development Seminars

IRS/OPEB Update
September 15, 2006
OPEB Panel Discussion

GASB/Debt Update
October 20, 2006
Debt Presentation - Hal Canary

Award Winning Budgeting Tips & Strategies
January 19, 2007
GFOA Budget Criteria & Examples - Eric Johnson
Budget Performance Measures I - Mark Mason
Budget Performance Measures II - Mark Mason
Budget Performance Measures III - Mark Mason
Budget Performance Measures IV - Mark Mason

The ABC's of Government Finance
February 23, 2007
Financial Conditions - Lynda Dennis
2007 Yellow Book Update - Daniel O'Keefe

Weathering the Storm
March 9, 2007
Government Readiness - Troy Manning
Public Assistance Training - Steve Brice, Fannie Spivey & Charles Dugger

You Can't Handle the Cash!...Or Can You?
April 27, 2007
Cash Management - John Grady
Investment Policies - Sean Polland
Investments...What Your Mother was Afraid to Tell You -Steve Moskun